CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on the inspiring personal and professional journeys of local, national, and international investment professionals.
We speak with Mark Adams and
Joe Sando of Fortuna Funds about their latest project, a hedged
bitcoin ETF. We discuss the nature of options, the value of
hedging, and their story from idea to ETF launch.
Mark is a Co-Founder and CIO
of Fortuna Funds, an ETF manager specializing in alternative
strategies for traditional asset classes. Previously, Mark spent 23
years with Warrington Asset Management as a portfolio manager. He
holds an MBA from SMU's Cox School of Business and a BSBA from
Washington University in St. Louis.
What Mark is Reading
Right Now: Surely You Can't Be Serious: The True Story of
Airplane! By David Zucker, Jim Abrahams, and Jerry Zucker.
Mark's Music
Recommendation: Foo Fighters, Clipse's "Let God Sort 'Em
Out"
CFA Society of Dallas/Fort Worth is proud to present Charterholder Chatter – a podcast focused on
in-depth discussions with leading finance and investment industry voices on the ideas you care about.