Picks & Shovels: Investing in Blockchain Technologies Through Private Markets
Companies with crypto exposure do not have enough exposure to blockchain and AI. Exposure to Crypto, Blockchain, & AI are either small parts of large conglomerate strategies (IBM, TSLA), or privates.
Large conglomerates dabble in the space, however purchase of the shares does not give direct and sufficient exposure to the space.
Crypto companies have put most of their focus on transactions and users vs technological innovation.
Companies are choosing the strategy of brokerages of yesteryear, taking advantage of retail traders through the bid/ask spread and transaction fees which encourage gamified trading, hurting the little guy.
Many core blockchain and crypto technology companies have not gone public. A number of private companies with strong exposure to A/B/C are doing well but are inaccessible to individual investors through traditional means.
Flywheel provides exposure to some of the most innovative A/B/C players while maintaining low capital requirements, competitive fee structure, and high diversification.
- Many new companies have latched on to AI/ML. Is AI/ML a centerpiece to their strategy or a passing fad?
- COIN IPO down 20%+. What does that mean for the rest of the crypto space (IPO’s, blockchain, crypto)?
- With so many companies in blockchain attached to bitcoin, is there intrinsic value left in non-bitcoin crypto/blockchain innovations?
- What impact will government regulation on cryptocurrencies have on the future of blockchain?
- Will Govcoins adversely affect the impact of cryptocurrency?
Event Recording
Picks & Shovels: Investing in Blockchain Technologies Through Private Markets
- Flywheel Capital Mgmt Picks & Shovels DeckFlywheel Capital Mgmt Picks & Shovels.pdf6 MB
Speakers
Rick Dude
- Title
- Managing Partner @
- Company
- Flywheel Capital Management
- Role
- Speaker
Rick Dude is Managing Partner of Flywheel Capital Management, a private equity company focused on pre-IPO transactions on the secondary markets. Along with leading the operations and investment strategy of FCM, Rick is CTO of Rocket Dollar, a Self-Directed IRA company.
Rick is a serial entrepreneur and technologist, building and maintaining complex data systems for 15 years. He has 2 exits via acquisition, and very familiar with the venture capital process.
In addition to technology investing, Rick is an avid rugby player, and serves as Senior Player and Treasurer of the Austin Huns Rugby Football Club. Flywheel Capital Management is active in the Austin community, and is a current sponsor of the club.
Colton Jarisch
- Title
- Managing Partner @
- Company
- Flywheel Capital Management
- Role
- Speaker
Colton Jarisch is Creator and Managing Partner of Flywheel Capital Management, a private equity company focused on pre-IPO transactions on the secondary markets. He focuses on Portfolio Management and Investor Relations.
Colton has an extensive background in finance, has held positions at Morgan Stanley, and exited Fintech startup QuantAdvisor through acquisition.
In addition to Private Equity, Colton is a father of 3 and an avid cyclist, racing as a professional in Europe and the US for multiple years.
Mark Peck
- Title
- Senior Director of Business Development @
- Company
- Forge Trust
- Role
- Speaker
I am passionate about generating diverse revenue streams and the business of alternative capital markets. My belief is that private & alternative assets offer the future of investing, and my mission is to facilitate the allocation of tax-advantaged dollars into non-traditional investments & strategies.
About
Flywheel Capital Management
Flywheel Capital Management is a private equity firm focused on making purchases of companies pre-IPO on the secondary markets.
Forge Trust
Forge Trust serves over 1.3 million accounts representing $13.5B in assets under custody.
Introducing Forge Trust, tech-enabled Custodian offering solutions for public & private market participants. Specializing in custody administration and reporting for a wide range of non-publicly traded alternative investments.
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We focus on holding what's most important to our clients, offering world class Custody as a Service for both retail & institutional participants.