"Begin, be bold, and venture to be wise." – Horace
Optimized Risk-Adjusted Returns in the Bitcoin Ecosystem
Firm Overview
Our seasoned investment team specializes in public and private opportunities within the Bitcoin ecosystem, targeting attractive risk-adjusted returns through strategic diversification.
Key Strengths:
- Seasoned Team: Decades of combined experience in hedge funds, private equity, and arbitrage investing.
- Extensive Network: Unparalleled deal-sourcing and due diligence capabilities.
- Proven Track Record: Cumulative prior assets under management (AUM) span global capital markets.
The Team
Investment Team
James Lavish, CFA
Co-Founder / Managing Partner
- 30+ years in hedge funds, private equity, and arbitrage investing.
- BA, Yale University; CFA charterholder since 2002.
David Foley
Co-Founder / Managing Partner
- 27+ years in hedge funds, private equity, and investment banking.
- BA, Providence College; MBA, Harvard Business School.
Rosie Caspary
Partner / Head of Investor Relations
- 20+ years in managerial and administrative roles.
- BPA, Bush Davies College (London).
Advisors
Larry Lepard
Advisory Partner
- 40+ years in hedge funds, venture capital, and investment banking.
- BA, Colgate University; MBA, Harvard Business School.
Greg Foss
Advisory Partner
- 35+ years in hedge funds and credit markets.
- BS, McGill University; MBA, Cornell University.
Mark Moss
Advisory Partner
- 30+ years as an entrepreneur and investor.
- Founder of Market Disruptors; tech/growth advisor.
Our Process
Portfolio Construction Focus
We prioritize risk-adjusted returns through a disciplined three-step approach:
Sourcing
- Leverage an extensive network to access top-tier Bitcoin ecosystem opportunities.
Due Diligence
- Rigorous, time-tested methodology refined over 30+ years.
Final Decision
- Highly selective; only the most compelling investments enter the portfolio.
Media Highlights (2024–2025)
- 2025: Featured in top financial outlets for Bitcoin market insights.
- 2024: Expert commentary on regulatory trends and ecosystem growth.
👉 Explore our latest market analysis
FAQs
1. Who can invest in the Bitcoin Opportunity Fund?
Open only to accredited investors and qualified clients (as defined by SEC regulations).
2. What sets your due diligence process apart?
Our 30+ years of refined methodologies ensure exhaustive analysis of risks and opportunities.
3. How do you optimize risk-adjusted returns?
Through diversification across high-conviction Bitcoin ecosystem assets.
👉 Learn more about our investment strategy
Contact Us
Disclaimer:
- This content is not an offer to sell securities. Investment involves risk; consult your legal/financial advisor.
- Offers made only via formal offering materials to qualified investors.
For inquiries, reach out to our investor relations team.
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