Jeff Dorman: Arca‘s CIO On Promoting Humility, Eclipsing $500M In AUM and Activism With SushiSwap
The Delphi Podcast - A podcast by The Delphi Podcast

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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