Digital assets have evolved from theory to a thriving ecosystem. Understanding how capital allocators view crypto compared to other assets is crucial for entrepreneurs and portfolio managers. Join experts from Samara Alpha Management and sFOX for a discussion on allocation strategies and portfolio management in the crypto world.
In this webinar, sFOX and Samara Alpha discuss the science of asset allocation in the cryptocurrency market, and focus specifically on the strategies employed by the two companies. The conversation touches on the backgrounds and experience of the firms, as well as their primary objectives, and how they use risk management and other strategies to manage investor assets in the cryptocurrency market. Additionally, they discuss the use of technology to manage portfolio risk and custodial services, the importance of returns, operations, and marketing in a successful asset management business, and the challenges faced by asset management firms in the market.
Key topics addressed during the webinar
- Asset Allocation Strategies: Understand how asset allocators approach digital assets within their portfolios compared to traditional asset classes and the motivations behind this partitioning, whether it’s a standard diversified asset allocation approach or specific to crypto dynamics.
- Selecting Builders and Managers: Gain insights into the criteria asset allocators use to choose the right individuals and teams to advance the crypto sector and align with their asset management goals.
- Future Outlook: Delve into the promises and challenges of crypto in 2024 and beyond, and learn how operators and asset managers can position themselves for success and contribute to the sector’s growth.
Adil, tell us the origin story of Samara Alpha. 2:27
Tell us about sFOX. The company started at roughly the same time Samara’s team got its start (2014 vs. 2015); how has the company’s approach to crypto prioritized the needs of sophisticated traders and institutional asset managers? 5:25
How would you explain what Samara Alpha is engaged in and how it might relate to individual traders managing strategies and their own stacks of assets on a platform like sFOX? 12:02
How would you describe sFOX when we use terms like Prime Dealer and Exchange Aggregator? 16:02
For aspiring crypto managers out there, what sorts of criteria do you consider in your evaluation process? What are the “check boxes” for them to keep in mind in developing and deploying their own strategy? 19:30
How does sFOX conduct diligence on Qualified Custodians and do you have examples of current QC’s sFOX utilizes? 27:07
What’s the minimum amount that makes sense with which to open an account sFOX if you want to take advantage of all the capabilities that you guys have in terms of leverage and everything else? 29:50
How do you adjudicate and think about the lessons to take from traditional finance in the context of the dynamics of crypto that might be new or novel within this particular asset class? 34:52
If I’m an individual trader looking to be evaluated by a firm like Samara Alpha and considered for an allocation, what are the key steps and checkboxes I should focus on in terms of strategy, operations, and overall performance to work towards that goal? Can you provide some guidance on how to transition effectively into this space and stand out as a trader? 40:30
What do you view as the major promises and roadblocks of crypto in 2024 and beyond, and how can operators and asset managers position themselves to succeed, and contribute to the sector’s success, in light of these? What is the positioning of sFOX and Samara Alpha moving into the coming year and beyond? 49:05