Convertible Debt & the BTC Treasury Strategy: A Fireside Chat with Fundstrat & REX Shares
Tuesday, March 18
2:00PM ET
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Event Agenda
- 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 Crypto Strategy
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.
Greg King
CEO and Founder of REX Financial
Greg is the founder and CEO of REX Financial. As the creator of several industry innovations, including filing a patent for the first ETN in 2006 for Barclays, Greg has created and launched over 100 exchange traded funds and notes for Barclays, Credit Suisse, Global X Funds, and previously as Co-founder and CEO of VelocityShares™. He has an M.B.A. from University of California, Davis and is a CFA Charterholder.
Kevin Gopaul
CIO, President REX Financial Canada
Kevin Gopaul was the key architect and driving force behind BMO Global Asset Management’s $100B ETF franchise from 2009 to 2023. During his time at BMO, Kevin also held the position of Canadian CEO, Chief Investment Officer and Global Head of Quantitative Investments - managing teams in Toronto, Hong Kong, London and Chicago. Kevin’s 25 year career has spanned research, trading, portfolio management and executive roles at top organizations such as Barclays Global Investors, Sun Life Financial and Scotia Capital. Kevin studied Economics, Finance and Computer Science at the University of Waterloo, and was recognized as one of Investment Industry Association of Canada’s Top 40 Under 40.