Marcos Veremis Allocators Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)

Published: June 13, 2022, 8 a.m.

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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\\u2019 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\\u2019 perspective on the recent drawdown, valuation, and long-term outlook.

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