We kick off Crypto for Institutions 2 with Marcos Veremis. Marcos is a Partner at Accolade Partners, a $4.4 billion venture fund of funds whose founder Joelle Kayden appeared on the show earlier this year. Marcos manages $1 billion in blockchain fund of fund assets across liquid and venture strategies. He is one of the most well-regarded allocators in the space, having created and led the practice at Cambridge Associates before leaving to become a principal, first at Evanston Capital Management and then at Accolade. Our conversation covers Marcos’ discovery of crypto while at Cambridge, building a formal research practice, and following institutional interest in the space. We then turn to his transition from consultant to the buy side (of the buy side) and his approach to manager selection, due diligence, portfolio construction, and oversight. We close with Marcos’ perspective on the recent drawdown, valuation, and long-term outlook. Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

Leigh Drogen is the General Partner and CIO of Starkiller Capital, a quantitative asset manager in the digital asset space. Leigh came to the crypto world after experience at a quantitative hedge fund, as an early employee at StockTwits, and as the founder of Estimize, a buyside-driven earning estimate platform that today is one of the largest in the world. Our conversation covers Leigh’s background and lessons on markets from both a retail and institutional lens. We discuss Estimize, insights into hedge funds, and his shift to crypto. We then dig into the investment process at Starkiller, the nuances of fundamental modeling in crypto, and managing risk. We close with Leigh’s perspective on what’s to come for crypto and hedge funds. Learn More‍ Follow Ted on Twitter at @tseides or LinkedIn‍ Subscribe to the mailing list‍ Access Transcript with Premium Membership‍