Jeff Dorman: Arca‘s CIO On Promoting Humility, Eclipsing $500M In AUM and Activism With SushiSwap

The Delphi Podcast Host and GP of Delphi Ventures Tom Shaughnessy sits down with Jeff Dorman, Chief Investment Officer (CIO) of Arca, an asset management firm offering institutional-calibre products for sophisticated investors to gain exposure to digital assets. The two discuss Arca’s SushiSwap proposal, merging traditional finance and crypto, Jeff’s biggest lessons as a CIO, and much more. We would like to thank our sponsors for making this podcast possible. Kava: Kava connects the world's largest cryptocurrencies on DeFi’s most trusted platform. Mint stablecoins, lend, borrow, earn and swap safely across the top crypto assets with a simple user experience and the confidence of institutional-grade security. To learn more visit kava.io Celo: Celo is a mobile-first platform that makes financial dApps and crypto payments accessible to anyone with a mobile phone. Celo supports over 1000 projects who are everyday building applications and issuing digital currencies from 100+ countries around the world. Learn more at Celo.org.  Every Delphi Podcast is dropped first as a video interview for Delphi Digital Subscribers. Our members also have access to full interview transcripts. Join today to get our interviews, first. Show Notes:  (00:00:00) – Introduction. (00:02:40) – Overview of Arca.  (00:04:30) – Jeff’s approach to time management. (00:06:27) – Making decisions as a CIO. (00:09:45) – Biggest learnings from transitioning into a CIO.  (00:11:21) – The investment process at Arca.  (00:15:27) – What young crypto professionals are lacking today.  (00:19:46) – Biggest learning from crypto in 2021. (00:22:30) – Filtering potential investments.  (00:24:58) – The SushiSwap deal. (00:36:45) – Jeff’s thoughts on activist investing. (00:38:18) – Selling vs. active participation.   (00:42:00) – Traditional finance and crypto.  (00:47:02) – Envisioning the merge of TradiFi and crypto. (00:55:43) – Jeff’s thoughts on regulations. (01:00:35) – Jeff’s best advice. Social links:  Jeff’s Twitter Jeff’s Linkedin Arca Twitter Resources:  The Delphi Podcast Summaries Arca Website Arca Blog Jeff’s SushiSwap Thread Our Previous Interview with Jeff More Watch Our Video Interviews Follow Delphi Podcast on Twitter