About Us - Valkyrie Funds (2024)

About Valkyrie Funds

Valkyrie Funds is a leading financial services firm at the intersection of traditional finance and the emerging digital asset sector. Headquartered in Nashville, Valkyrie’s team combines deep technical expertise in the blockchain economy with robust experience launching investment vehicles across the traditional markets. Valkyrie is led by financial industry veterans with an extensive background across firms including Guggenheim Partners, UBS, JP Morgan, Chicago Board of Trade, Chicago Mercantile Exchange, and The World Bank.

Why Invest in Valkyrie

About Us - Valkyrie Funds (1)

Digital Asset Focus

Valkyrie is a digital assets focused investment firm. We are committed to expanding access to this emerging asset class.

Deep Traditional Experience

The Valkyrie team has deep expertise in traditional asset management with extensive backgrounds in building, launching, and scaling financial products with major financial firms.

About Us - Valkyrie Funds (3)

Education First

We believe that education allows for more responsible investing and are committed to leading and expanding resources for investors.

Executive Team

About Us - Valkyrie Funds (4)

Leah Wald

Chief Executive Officer

Leah Wald is an economist with an expertise in asset management focused on value investing. Formerly, she was a Partner at Lucid Investment Strategies, an asset management firm specialized in cryptocurrency investments. Ms. Wald worked at the World Bank Group and co-founded...

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Leah Wald

Chief Executive Officer

Leah Wald is an economist with an expertise in asset management focused on value investing. Formerly, she was a Partner at Lucid Investment Strategies, an asset management firm specialized in cryptocurrency investments. Ms. Wald worked at the World Bank Group and co-founded Veterati, a mentorship platform assisting unemployed and transitioning US veterans to secure meaningful employment. Wald co-authored the book Hyperwave Theory: The Rogue Waves of Financial Markets. Ms. Wald has a BA in International Political Economy and a MSc in Management specialized in International Business from IE Business School. Ms. Wald studied political economics abroad at multiple universities and served as a research assistant to the Director of University of Cambridge’s Lauterpacht Centre for International Law where she researched and coded algorithms for a dataset examining the role of arbitrator background for outcomes in international investment arbitration. Ms. Wald serves on the board of directors of Cypherpunk Holdings Inc.

About Us - Valkyrie Funds (5)

Steven McClurg

Chief Investment Officer

Previously, Mr. McClurg was a Managing Director at Guggenheim Partners, where he was a portfolio manager and responsible for portfolio construction and strategy for fixed income and private equity. Most recently, Mr. McClurg founded Theseus Capital...

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Steven McClurg

Chief Investment Officer of Valkyrie Funds

Steven McClurg is the Chief Investment Officer of Valkyrie Funds. He has considerable traditional finance and Fintech experience, ranging from insurtech and payments to blockchain.

Previously, Mr. McClurg was a Managing Director at Guggenheim Partners, where he was a portfolio manager and responsible for portfolio construction and strategy for fixed income and private equity. Most recently, Mr. McClurg founded Theseus Capital, a blockchain-powered asset management platform which was acquired by a merchant bank, Galaxy Digital, where he continued as Managing Director, building their asset management and public funds businesses. He also co-founded payments company, Paydrop. He also has experience in leadership roles in technology companies such as Electronic Arts and Crowdfunder. Mr. McClurg holds a Master of Science and an MBA from Pepperdine University, where he has served as an adjunct professor.

About Us - Valkyrie Funds (6)

Nick Bonos

Head of Fund Operations

Nikolaos (Nick) Bonos has been in the financial services industry for more than 32 years. He has worked in various senior operational roles for State Street, JP Morgan Chase, Rydex Investments, Security Benefit Corp., Guggenheim Investments, and MUFG Investor Services (US), LLC.

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Nick Bonos

Head of Fund Operations

Nikolaos (Nick) Bonos has been in the financial services industry for more than 32 years. He has worked in various senior operational roles for State Street, JP Morgan Chase, Rydex Investments, Security Benefit Corp., Guggenheim Investments, and MUFG Investor Services (US), LLC.He also has held various senior officer roles for the Rydex Funds, Rydex ETF’s, Rydex Specialized Products LLC, Security Funds, Guggenheim Funds, and Guggenheim ETF’s throughout the years.

He also assisted in the transaction of Rydex Investments to Security Benefit Corporation in 2006.

He was President of Rydex Fund Services when it was sold to MUFG in 2016.

Nick graduated with a BSBA cum laude from Suffolk University in 1986.

About Us - Valkyrie Funds (7)

Bill Cannon

Head of Portfolio Management

Prior to joining Valkyrie, Bill was a Managing Director at Guggenheim Partners Investment Management, where he was member of the insurance portfolio management division for $80 billion of assets under management. Before that...

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Bill Cannon

Head of ETF Portfolio Management

Prior to joining Valkyrie, Bill was a Managing Director at Guggenheim Partners Investment Management, where he was member of the insurance portfolio management division responsible for $80 billion of assets under management. Before that, Mr. Cannon worked at the Chicago Mercantile Exchange and the Chicago Board Of Options Exchange as a derivatives broker for equity index and interest rate futures and options. Mr. Cannon earned a BA in Chemistry from the University of Vermont and an MBA from the Quinlan School of Business at Loyola University Chicago.

About Us - Valkyrie Funds (2024)

FAQs

About Us - Valkyrie Funds? ›

Valkyrie Funds LLC is a financial services firm. The Firm specializes in the intersection of traditional finance and the emerging cryptocurrency sector whose affiliates aim to offer asset management, research, and other services. Valkyrie Funds operates in the United States.

Who owns Valkyrie Investments? ›

On 12th March 2024 CoinShares and Valkyrie Investments Inc. signed and closed the definitive agreements completing CoinShares acquisition of Valkyrie Funds LLC, the U.S. digital asset manager's investment advisory business specialising in actively managed cryptocurrency exchange-traded funds.

Where is Valkyrie Investments headquarters? ›

Headquartered in Nashville, Valkyrie's team combines deep technical expertise in the blockchain economy with robust experience launching investment vehicles across the traditional markets.

Who is the CEO of Valkyrie? ›

Valkyrie CEO Leah Wald answers five rapid-fire questions from CoinDesk on spot bitcoin ETF approval, SEC's hacked X account and more.

What is Valkyrie company? ›

Valkyrie Enterprises is a preeminent provider of advanced engineering services and technology solutions oriented to support United States' warriors and allies.

What is the largest Bitcoin ETF in the US? ›

From these numbers we can see that Grayscale's Bitcoin Trust (GBTC) is the largest by a wide margin. As its name implies, GBTC was originally structured as a trust, but was converted to an ETF on Jan. 11, 2024.

Who is Steve McClurg? ›

Steven McClurg is the CIO and Co-Founder of Valkyrie. He previously worked at Galaxy Digital as a Managing Director. Steven McClurg attended Pepperdine University.

What does WGMI hold? ›

WGMI Holdings
CUSIPNameTicker
17253J106Cipher Mining IncCIFR
18452B209Cleanspark IncCLSK
21874A106Core Scientific IncCORZ
25381D206Digihost Technology IncDGHI
7 more rows

Where is Dutch crypto investors located? ›

Where is Dutch Crypto Investors headquartered? Dutch Crypto Investors is headquartered in Amsterdam, Netherlands.

Where is battle investment group located? ›

Battle Investment Group is headquartered in Atlanta, GA.

Who is the founder of Valkyrie Funds? ›

Steven McClurg is the cofounder and chief investment officer of Valkyrie, a crypto native asset manager that is one of a dozen-odd prospective issuers vying to sell Bitcoin ETF shares after the SEC gives the green light.

Who started Valkyrie? ›

It was developed by General Friedrich Olbricht's staff in his capacity as head of General Army Office and was approved by Hitler. However, apart from Hitler himself, only Colonel-General Friedrich Fromm, Chief of the Reserve Army since 1938, could initiate Operation Valkyrie.

Who left Valkyrie? ›

Nazuna officially left Valkyrie during the beginning of his 3rd year of high school without requiring the formal approval of the unit leader due to Shu's neglection of unit leader responsibilities.

Is Valkyrie trading a good company? ›

Company Culture at Valkyrie Trading

100% of employees at Valkyrie Trading say it is a great place to work compared to 57% of employees at a typical U.S.-based company. Source: Great Place To Work® 2021 Global Employee Engagement Study.

Which country is Valkyrie based on? ›

The film is set in Nazi Germany during World War II and depicts the 20 July plot in 1944 by German army officers to assassinate Adolf Hitler and to use the Operation Valkyrie national emergency plan to take control of the country.

How many employees does Valkyrie Enterprises have? ›

Valkyrie Enterprises has 800 total employees.

Who are the shareholders of Pantera Capital? ›

The firm has since shifted its investment advisory services to focus exclusively on Bitcoin, other digital currencies, and companies in the space. Shareholders include Benchmark, Fortress Investment Group, and Ribbit Capital.

Who bought Oppenheimer funds? ›

OppenheimerFunds, Inc.

In May 2019, the company was acquired by Invesco. OppenheimerFunds, Inc.

Who is the owner of Vanguard investor? ›

Our company is owned by its member funds, which in turn are owned by fund shareholders. With no outside owners to satisfy, we focus squarely on meeting the investment needs of our clients. To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Who owns Invesco ETFs? ›

Invesco Capital Management LLC, investment adviser and Invesco Distributors, Inc., ETF distributor are indirect, wholly owned subsidiaries of Invesco Ltd. Invesco Capital Management LLC and Invesco Distributors, Inc.

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