CFA DFW Charterholder Chatter

Episode 66: You Couldn't Do That Two Years Ago with Mark Adams and Joe Sando


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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. Martin's Music Recommendation: Foo Fighters, Clipse's "Let God Sort 'Em Out" Read More from Fortuna: Fortuna Funds Website, Mark's LinkedIn, Joe's LinkedIn

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CFA DFW Charterholder ChatterBy CFA Dallas/Fort Worth