Fund Overview
The Bitcoin Opportunity Fund invests in public and private opportunities in the Bitcoin ecosystem with a seasoned investment team. The fund seeks to generate attractive risk-adjusted returns for high net-worth investors by diversifying across this rapidly growing asset class.
The fund seeks to generate attractive risk-adjusted returns for high net-worth investors by diversifying across this rapidly growing asset class.
Seasoned Team
Years of cumulative experience as Investors and Entrepreneurs.
Billion of cumulative investing experience across global capital markets and products.
Followers across platforms - Team of well recognized thought leaders in theBitcoin space.
Attractive Opportunity
Early days in a fast growing sector
Seek to generate high risk-adjusted returns
Flexible Mandate - Invest in Bitcoin, Public & Private Companies , targeting best IRRs
Growth Verticals
The Team
Extensive Network For Deal Sourcing & Due Diligence
Considerable connections within both the Bitcoin ecosystem and institutional investing space
C0-Founders / Managing Partners
James Lavish James Lavish, CFA
James is co-Managing Partner of the Bitcoin Opportunity Fund, alongside David Foley. For the past 15 years, James was the Chief Operating Officer and Risk Manager of LKCM Alternative Management, LLC, a hybrid public and private equity hedge fund unit, investing in a wide range of industries and market capitalization of both public and private companies. Prior to joining LKCM, he was the co-founder and a managing partner of Ranger Arbitrage, a global risk arbitrage hedge fund. From 1998 to 2003, James was Head Arbitrage Trader and served as an officer on the compliance committee for Carlson Capital, a $4 billion global multi-strategy hedge fund. Earlier in his career, James worked in risk and ADR arbitrage for Citigroup and SG Warburg, where he began his career as a trader on the floor of the NYSE. James holds a BA in Political Science from Yale University and is a Chartered Financial Analyst.
David Foley Managing Partner
David is co-Managing Partner of the Bitcoin Opportunity Fund, alongside James Lavish. Since January 2021, he has served as a Partner with Larry Lepard at Equity Management Associates, LLC investing in companies which mine the monetary metals, gold and silver, and Bitcoin and Bitcoin venture capital investments. From 2007 to 2020, he was a Principal at Covalent Partners LLC, an event-driven value hedge fund, where he invested in distressed debt and equity securities and served on ad-hoc creditors’ committees in Chapter 11 restructurings. Earlier in his career, David worked in investment banking at Goldman Sachs, Schroders and Dean Witter. David holds a BA in Economics from Providence College and an MBA from Harvard Business School.
Rosie Caspary Operations Manager
Rosie Caspary is the Operations Manager of the Bitcoin Opportunity Fund, LP, where she has played a key role since its inception. She has worked alongside Managing Partners James Lavish and David Foley, building on a seven-year history of collaboration with James on previous projects. Her professional background includes international experience in Paris, France; Madrid, Spain; Estoril, Portugal and Sun City, South Africa where she was a part of large-scale production shows. In addition, she has over 17 years of management experience in Las Vegas, serving as General Manager of the Bevertainment program at the Rio All-Suites Hotel and Casino as well as the World Famous Folies Bergere at the Tropicana Hotel. Originally from Brighton, England, Rosie holds a BPA degree from Bush Davies College in London. Her extensive operational background and global perspective are integral to the Fund’s mission.
Advisors
Larry Lepard Co-Founder / Advisory Partner
Larry is a Member of the Investment Committee. Larry founded Equity Management Associates, LLC in 2006. Since 2008, he has focused on investing in companies which mine the monetary metals, gold and silver, and Bitcoin and Bitcoin venture capital investments. Larry presently serves on the Board of Directors of two development-stage gold mining companies. He has been a frequent guest of many media outlets including Bloomberg Television for his expertise on the monetary metals market. Previously, he spent 13 years at Geocapital Partners where he was one of two Managing General Partners and was responsible for four venture capital (VC) funds. At Geo, he invested and/or served on the boards of many successful deals including early internet investments. Prior to Geo, Larry spent seven years at the VC firm Summit Partners in Boston, MA and Newport Beach, CA, where he established Summit’s West Coast office. Earlier in his career, Larry worked in the Mergers & Acquisitions Group of Smith Barney, Harris Upham & Co. Larry holds a BA in Economics from Colgate University and an MBA from Harvard Business School.
Greg Foss Co-Founder / Advisory Partner
Greg is a Member of the Investment Committee. Greg has spent over thirty years in the financial markets with a focus on trading high-yield credit. He has worked on both the sell-side of the street and the buy-side having been managing partner of credit strategies at a successful hedge fund during the global financial crisis in 2008. Greg is currently an executive and shareholder at Validus Power where he focuses on strategies within the Bitcoin ecosystem. He is also a co-founder of Looking Glass. Greg holds a BS in Mechanical Engineering from McGill University and an MBA from Cornell University.
Mark Moss Co-Founder / Advisory Partner
Mark is a Member of the Investment Committee. Mark founded Market Disruptors in 2019, which has become one of the fastest growing media companies in the world of alternative finance, focusing on Bitcoin, Macroeconomics and Geopolitical cycles. He is currently an advisor to many Bitcoin-related companies and investment firms including Swan Bitcoin and Trammel Venture Partners. Mark’s unique market insights and personality make him a frequent contributor to Fox Business, Stansberry Research, Kitco as well as a keynote speaker at the Bitcoin Conference, VRIC, Rebel Capitalist and many other high profile events. Mark’s ability to see trends and opportunities has enabled him to be a founder of 8 companies that have scaled to 7-8 figures within 12 months, including many exits and a high value Fortune 500 exit in the high tech space.
Our Process
Investment Opportunities Per Year
SOURCING
Vast network = access to every possible opportunity within the Bitcoin Ecosystem.
DUE DILIGENCE PROCESS
Due diligence method has been perfected over the last 30 years.
FINAL DECISION
After rigorous diligence, have high hurdle to get into portfolio. Portfolio construction a key focus as we, optimize for solid risk-adjusted returns.
Target Portfolio
Public Assets
OF CAPITAL
POSITIONS
AVERAGE POSITION SIZE
EXAMPLES: Long/Short Public Equities, Distressed Debt, Portfolio Hedges TIMING: Immediate but selective, low turnover
Private Assets
OF CAPITAL
POSITIONS
AVERAGE POSITION SIZE
EXAMPLES: Venture Capital, Distressed Assets, Private Equities TIMING: 3-yr invest; 4-7 yrs harvest
Diversifying into Bitcoin, Not “Crypto”
Bitcoin has better monetary properties than any other asset
Bitcoin is the discovery of digital scarcity, sparking the sixth great technological revolution - Decentralization
New financial markets will be built, so it’s important to diversify investments into several disruptive categories
Contact Us
*Investments in the Bitcoin Opportunity Fund are open only to (i) “accredited investors,” as that term is defined in Regulation D under the Securities Act of 1933, as amended, and (ii) “qualified clients,” as that term is defined in Rule 205-3 under the Investment Advisers Act of 1940, as amended.
© 2023 Bitcoin Opportunity Fund, LP
The information contained on this website shall not be construed as (i) an offer to purchase or sell, or the solicitation of an offer to purchase or sell, any securities or services, (ii) investment, legal, business or tax advice or an offer to provide such advice, or (iii) a basis for making any investment decision. An offering may only be made upon a qualified investor’s receipt not via this website of formal materials from the Bitcoin Opportunity Fund including an offering memorandum and subscription documentation (“offering materials”). In the case of any inconsistency between the information on this website and any such offering materials, the offering materials shall control.
Securities shall not be offered or sold in any jurisdiction in which such offer or sale would be unlawful unless the requirements of the applicable laws of such jurisdiction have been satisfied. Any decision to invest in securities must be based solely upon the information set forth in the applicable offering materials, which should be read carefully by qualified investors prior to investing. An investment in the Bitcoin Opportunity Fund not suitable or desirable for all investors; investors may lose all or a portion of the capital invested. Investors may be required to bear the financial risks of an investment for an indefinite period of time. Qualified investors are urged to consult with their own legal, financial and tax advisors before making any investment.