Understanding Crypto ‘Large Caps’ and How They Fit in Portfolios


Thursday, September 25

11:00AM ET

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Event Agenda

Join Fundstrat and Grayscale Investments on Thursday, September 25, at 11:00 AM ET for an exclusive live conversation on the role of crypto large caps in modern portfolios.

Sean Farrell, Head of Digital Assets at Fundstrat, will lead a discussion with Andy Baehr, Head of Product at CoinDesk, and Inkoo Kang, Senior Vice President of ETFs at Grayscale. Together, they’ll explore how investors can understand, evaluate, and incorporate crypto large caps into their strategies.

Key topics include:

-Defining crypto large caps – and how they compare to traditional equity large caps.
-Key market dynamics and performance drivers.
-The case for crypto large cap exposure and its role in diversification.
-Frameworks for valuation and metrics investors should know.

Panel of Speakers

Tom Lee

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

Andrew Baehr, CFA, CAIA

Head of Product, CoinDesk Indices

Andy Baehr leads product development and distribution of digital asset indices and strategies at CoinDesk Indices, bringing twenty-five years of global markets and investment management experience. Prior to joining CoinDesk, Andy was a partner at Risk Premium Investments, an alternative asset manager serving institutional investors.

Tom Lee

Inkoo Kang

Senior Vice President of ETFs, Grayscale

Inkoo Kang is Senior Vice President of ETFs at Grayscale Investments, where he builds product strategy and advances development for the firm’s ETF platform. Since joining in 2021, he has helped build Grayscale’s ETF capabilities across the board, playing a key role in bringing digital asset exposure to market through innovative, investor-centric products. With over 13 years of ETF experience, Inkoo has worked across product development, capital markets, and portfolio management. Prior to Grayscale, he spent nearly a decade at Direxion, where he contributed to the launch and management of a wide variety of ETF strategies.

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