Crypto’s Maturing Investment Case: Market Developments and the Index Advantage – Hashdex Asset Management – 5.14.26

Summary:

Crypto markets are gradually demanding more attention from financial advisors, but the space remains complex and confusing for most professional allocators. In this session, Gerry O’Shea, Head of Global Market Insights at Hashdex, joins Mark Marex, Nasdaq’s Global Head of Index Insights, to cut through the noise: what has actually happened in crypto markets this year, which structural developments matter for long-term allocators, and why advisors who have been watching from the sidelines are increasingly deciding the moment to engage has arrived.

The conversation will also address a question that comes up consistently among professional allocators: how to construct their crypto exposure responsibly. The case for using a diversified benchmark like the Nasdaq CME Crypto^™ Index is growing stronger as investors seek exposure through a disciplined, diversified, and rules-based approach. The webinar will cover how a strong benchmark can help advisors get clients exposure to the broad opportunities within this asset class.

Topics to be discussed:

• Where crypto markets stand today and how to interpret recent performance
• The major regulatory, institutional, and structural developments shaping the asset class
• Why financial advisors are increasingly incorporating crypto into client portfolios
• The risks of single-asset concentration and what diversification looks like in crypto
• Why an index approach offers the most defensible framework for long-term crypto exposure

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Gerry O’Shea is Head of Global Market Insights at Hashdex and has 20 years of asset management experience. Previously, Gerry held leadership roles at Fidelity where he was responsible for asset management public policy and served on the Executive Steering Committee for its Bitcoin initiatives. Prior to Fidelity, Gerry worked in institutional sales at an investment manager acquired by Franklin Templeton. He has an MBA from Boston College and BA from James Madison University.

Mark Marex leads the Index Insights team at Nasdaq Global Indexes, responsible for producing research content to support Nasdaq’s licensed index products globally with nearly $1 trillion of tracking AUM. Before joining Nasdaq Global Indexes in 2019, Mark was an emerging fund manager of a systematic long/short US large-cap equity strategy, and co-founded Roundtree Capital Management in 2016. Prior to that, Mark spent eight years at Citigroup in New York, working as a Vice President of Client Strategy & Analytics in the Investment Banking division.

Mark graduated with a Bachelor of Science in Economics from Duke University in 2008 and has been a CFA charter holder since 2012. He is passionate about innovation in the world of indexing, ETFs, and quantitative investing. He resides in New Jersey with his wife and two young girls.