Convertible Debt & the BTC Treasury Strategy: A Fireside Chat with Fundstrat & REX Shares
Tuesday, March 18
2:00PM ET
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Key Topics
- BMAX – REX Financial’s new fund tracking convertible bonds issued by companies adopting a BTC treasury strategy.
- The Role of Convertible Debt in BTC Treasury Strategies – Why companies issue converts and what it means for investors.
- Equity vs. Convertible Debt – Comparing the risk/reward profiles of BTC treasury company convertible debt vs. equity.
Don’t miss this timely conversation on the evolving intersection of BTC, corporate treasury management, and convertible debt markets.
Panel of Speakers
Sean Farrell AC
Head of Digital Asset Strategy, Fundstrat
Sean Farrell is the Head of Crypto Strategy at FS Insight. Prior to joining FS Insight, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.
Tom Lee, CFA AC
Co-founder and Head of Research
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.