Bitcoin and a Risk Managed Approach for Advisors – IDX Insights – 2.3.21

Overview:
Title: Bitcoin and a Risk Managed Approach for Advisors
Date: Wednesday, February 3, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand.

Topics to be discussed:

  • A 2020 Year in Review for Bitcoin and Digital Assets
  • The Institutional Adoption of Digital Assets
  • Catalysts and Hurdles to Mainstream Participation
  • How to Make Allocating Easy for Financial Advisors
  • Passive Allocations vs. A Risk-Managed Approach
  • Managing Volatility and Client Expectations

Speakers:
Michael Sonnenshein Michael Sonnenshein Chief Executive Officer Grayscale Investments

Michael Sonnenshein is the Chief Executive Officer at Grayscale Investments, the world’s largest digital currency asset manager with more than $20 billion in assets under management across its family of 10 products – all of which provide access and exposure to the digital currency asset class in the form of a traditional security, without the challenges of buying, storing, and safekeeping digital currencies directly. In his role, Michael oversees the daily operations and growth of the business, in addition to maintaining many of the firm’s key client relationships including with financial advisors, family offices, hedge funds, and other institutions as well as managing the development of Grayscale’s single-asset and diversified digital currency products. Prior to joining Grayscale, Michael was a financial advisor at JP Morgan Securities, covering HNW individuals and institutions, and an analyst at Barclays Wealth, providing coverage to middle‐market hedge funds and institutions. Michael earned his Bachelor of Business Administration from the Goizueta Business School at Emory University and his Master of Business Administration from the Leonard N. Stern School of Business at New York University. Michael was honored in 2018 as one of Business Insider’s Rising Stars of Wall Street and serves as a member of the Grayscale Board of Directors, CME Group Bitcoin Futures Council, and NYU Blockchain Association.
Ben McMillan Ben McMillan Chief Investment Officer IDX

Ben McMillan is the Founder and CIO of IDX, a quantitative investment research firm, and a former Portfolio Manager at RQSI. While at RQSI, Ben launched the RQSI Small Cap Hedged Equity Mutual fund in Sept 2015. Prior to that he served as co-Portfolio manager (and co-creator) of the VanEck Long/Short Equity Index mutual fund since July 2012. Prior to joining VanEck Global, he worked at Lyster Watson & Co. where he developed and launched the Lyster Watson Long/Short Equity Replication strategy in 2009. Ben holds an MSc in Econometrics from the London School of Economics as well as an MA and BA in Economics from Boston University.
Andrew Swan Andrew Swan Chief Investment Officer IDX

Andrew Swan is the Co-Founder and CEO of IDX, a quantitative investment research firm, and the former Co-founder and President of Bastion Quantitative Sciences, a Quantamental Macro Hedge Fund firm based in New York. From 2016 through 2018 he oversaw the formation, operational development, and strategic guidance of the business. Prior to that, he served as Managing Director of Longboard Asset Management, a liquid alternatives CTA based in Phoenix. In his role at Longboard, Andrew oversaw the liquid alternatives division consisting of multiple quantitative mutual funds, which grew to $1 Billion in assets in under four years. BS of Finance, Arizona State University.