Investing Digital Assets with Samed Bouaynaya and Roland Roventa of Altana Wealth

In this episode, the yWhales team speak with Samed Bouaynaya and Roland Roventa, Portfolio Managers at Altana Wealth. Samed and Roland talk about the Altana Digital Assets Fund, which invests in Blockchain Technology across a wide spectrum of sectors in the digital assets space using a VC style investment process,  They discuss the investment strategy and how it was created to generate aligned alpha from niche strategies uncorrelated to other asset classes, their approach for handling the market today, and why real world economics still applies regardless of the asset class. They also share three factors that differentiate Altana from other crypto funds.

 

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Samed Bouaynaya’s LinkedIn: linkedin.com/in/samed-bouaynaya-cfa-447b156

Email: samed.bouaynaya@altanawealth.com

Roland Roventa’s LinkedIn: linkedin.com/in/rolandroventa

Email: roland.roventa@altanawealth.com

Altana Wealth Website: altanawealth.com

Email: investorrelations@altanawealth.com

LinkedIn: linkedin.com/company/altana-wealth

YouTube: youtube.com/channel/UCrjZ4lZ9okIQ0b0-c6wz3PQ

 

About Guests

Samed Bouaynaya has sell-side experience in cross asset structured products quantitative analysis and  buy-side experience in equity portfolio management and digital assets research and investment. He is the Director of UCITS Funds at Altana Wealth.

Roland is joint PM of the Altana Digital Assets Fund, which invests in Blockchain Technology across a wide spectrum of sectors in the digital assets space using a VC style investment process. Roland’s expertise comes from leveraging his longstanding market experience within digital assets to anticipate market trends and generate alpha for the fund. He first started investing personally in blockchain and cryptocurrencies in 2017 and joined Altana Wealth in June 2020, where he supported the Investment Management Team focusing on systematic trading and competition analysis. Roland graduated with honors from the University of Monaco with a Bachelor’s degree, majoring in Finance

 

You’ll learn about:

• How Altana looks at the market today and their approach
• Three factors that differentiate Altana from other crypto funds
• How they are following Smart Money
• Why real world economics still apply regardless of the asset class
• Their thoughts on the Ethereum Blockchain merge

 

Timestamps

[02:27] Intro to Roland

[07:57] Intro to Samed

[13:47] Altana and market approach today

[16:24] What differentiates Altana

[22:34] Macro and sectors tracked

[32:24] Early adopters

[45:36] ETH merge

[58:31] Insights and Alpha Drop

[1:08:18] How to contact Roland and Samed

DISCLAIMER: yWhales is not affiliated with YPO but at this time only allow for YPO, YPO Gold, and YNG members due to privacy & confidentiality. Support and production for today’s episode was done by Truth Work Media. Nothing in the podcast constitutes professional and/or financial advice, nor does any information on the podcast constitute a comprehensive or complete statement of the matters discussed or the law relating thereto.