A Russell Thompson Special, Hilbert Group CIO

In this special episode, we sit down with Russell Thompson, the newly appointed CIO of Hilbert Group, during his roadshow in Oslo. With more than 35 years in asset management, Russell shares his journey from running hedge funds with over $3 billion AUM at Cambridge, to building Liberty Road in Monaco, and now steering Hilbert Group into its next phase of growth.

Key topics from the conversation include:
– Background & experience: Russell’s career across HSBC, AIG, Cambridge, and Liberty Road, and why he joined Hilbert.
– Hilbert strategies: How the flagship Basis Plus strategy extracts yield from Bitcoin futures, basis trading, and volatility arbitrage – and why Hilbert stays at the liquid end of the curve.
– Risk as alpha: Applying extreme value theory to crypto risk management, embedding left-tail analysis directly into the investment process.
– Institutional growth: Why Hilbert’s listed structure and strong infrastructure position it to scale AUM from hundreds of millions towards a $1 billion target in 2025.
– Insider conviction: Russell’s recent SEK 25 million share purchase, and his view of Hilbert as a “convexity trade” on institutional adoption of Bitcoin.
– Future outlook: The roadmap for Byzantium (with Xapo Bank), Hilbert’s hedge funds, and the decentralized Syntetica platform for on-chain investors.
– Bitcoin perspective: Russell’s neutral stance as an asset manager – generating alpha regardless of BTC price moves, while recognizing long-term adoption tailwinds.

This episode gives investors and crypto professionals a detailed look into Hilbert’s evolving product set, its approach to risk, and where the firm is heading under new leadership.

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⚠️ Disclaimer
Innholdet i denne podcasten er kun for informasjons- og underholdningsformål, og skal ikke oppfattes som investeringsrådgivning. Både vertene og eventuelle gjester kan ha direkte eller indirekte posisjoner i de investeringene som diskuteres. Vi tar forbehold om at feil kan forekomme.