https://simplecast.com Alt Funds Network The Alt Funds Investment podcast explores those making investments in the alternative asset landscape, as well as the vendors who service these funds. We provide resources for emerging managers and insights for those in the alternative fund space. 2022, Alt Funds Investment Podcast en Fri, 20 Mar 2026 05:00:00 +0000 Fri, 20 Mar 2026 05:00:11 +0000 https://altfunds.io Alt Funds Network https://image.simplecastcdn.com/images/ffc0f030-35f7-4026-84ea-4e17887f1e37/c34751dc-e482-4321-9718-e7e94c0bb2e9/3000x3000/generic-spotify.jpg?aid=rss_feed https://altfunds.io episodic The Alt Funds Investment podcast explores those making investments in the alternative asset landscape, as well as the vendors who service these funds. We provide resources for emerging managers and insights for those in the alternative fund space. Mike Schroeder, Skyler Steinke true https://feeds.simplecast.com/pR4BJY_p crypto fund, crypto funds, crypto hedge funds, digital asset funds, digital assets, equity, hedge fund administration, hedge fund lawyer, hedge fund service providers, hedge funds, how to hedge fund, how to venture capital, institutional investments, private equity, vc, venture capital, venture capital tokens Mike Schroeder & Skyler Steinke mike.schroeder449@gmail.com 1713c849-285c-4971-b00f-74532f3c2489 #141 Inside Center Book: Alpha Capture, Manager Skill and The AI Advantage - David Stemerman Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

https://forms.gle/eUNLxbPj5utv8bar7

 

Connect with David Stemerman:

firm website:  https://www.centerbook.com/ 

firm linkedin:  https://www.linkedin.com/company/centerbook-partners-lp/

 

Timestamps: 
00:00 Pre Interview Recap

01:28 Podcast Intro Guest

01:52 David’s Background

03:03 Why CenterBook Exists

05:49 Manager Evaluation Data

09:22 Durable Alpha Patterns

12:34 Regime Change Three Signals

18:13 AI Winners And Losers

21:15 Allocator Diversifier Needs

26:43 Future Of Alpha Capture

29:41 Scaling The Platform

32:08 Research As Gold

33:37 Alpha Theory Framework

35:10 Why Optimal Beats Actual

36:36 CenterBook As Partner

37:56 Manager Risk Tools

40:23 Where Alpha Leaks

44:03 Spotting Real Skill

48:13 Long Short Is Not Dead

51:43 AI In The Workflow

54:25 Active Extension Vision

59:04 Closing And Contact

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 20 Mar 2026 05:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder, Skyler Steinke, David Stemerman) https://altfunds.io/episodes/141-inside-center-book-alpha-capture-manager-skill-and-the-ai-advantage-david-stemerman-wX1RBILW Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

https://forms.gle/eUNLxbPj5utv8bar7

 

Connect with David Stemerman:

firm website:  https://www.centerbook.com/ 

firm linkedin:  https://www.linkedin.com/company/centerbook-partners-lp/

 

Timestamps: 
00:00 Pre Interview Recap

01:28 Podcast Intro Guest

01:52 David’s Background

03:03 Why CenterBook Exists

05:49 Manager Evaluation Data

09:22 Durable Alpha Patterns

12:34 Regime Change Three Signals

18:13 AI Winners And Losers

21:15 Allocator Diversifier Needs

26:43 Future Of Alpha Capture

29:41 Scaling The Platform

32:08 Research As Gold

33:37 Alpha Theory Framework

35:10 Why Optimal Beats Actual

36:36 CenterBook As Partner

37:56 Manager Risk Tools

40:23 Where Alpha Leaks

44:03 Spotting Real Skill

48:13 Long Short Is Not Dead

51:43 AI In The Workflow

54:25 Active Extension Vision

59:04 Closing And Contact

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #141 Inside Center Book: Alpha Capture, Manager Skill and The AI Advantage - David Stemerman Mike Schroeder, Skyler Steinke, David Stemerman 00:59:53 Background: David Stemerman, is Co-Founder, CEO & CIO of CenterBook Partners, a pioneering global buy-side alpha capture platform. Description: On the Alt Funds Network podcast, Mike Schroeder and Skyler Steinke interview David Stemerman, co-founder, CEO and CIO of Center Book Partners, a global buy-side alpha capture firm. Stemerman shares his background in bottom-up stock picking, work at Lone Pine, and founding KTI Capital, then explains why Center Book was built to deliver “pure alpha” by isolating managers’ idiosyncratic stock-picking returns from factor and market noise. He describes partnering with Alpha Theory to access years of portfolio and price-target data, evaluate manager skill and process discipline, and use systematic portfolio construction and efficient trading to capture managers’ “optimal portfolio” alpha. The discussion covers why equity long/short may be entering a better regime, allocators’ overconcentration in multi-manager strategies, Center Book’s growth plans, and how AI tools improve productivity, coding, and data analysis. Background: David Stemerman, is Co-Founder, CEO & CIO of CenterBook Partners, a pioneering global buy-side alpha capture platform. Description: On the Alt Funds Network podcast, Mike Schroeder and Skyler Steinke interview David Stemerman, co-founder, CEO and CIO of Center Book Partners, a global buy-side alpha capture firm. Stemerman shares his background in bottom-up stock picking, work at Lone Pine, and founding KTI Capital, then explains why Center Book was built to deliver “pure alpha” by isolating managers’ idiosyncratic stock-picking returns from factor and market noise. He describes partnering with Alpha Theory to access years of portfolio and price-target data, evaluate manager skill and process discipline, and use systematic portfolio construction and efficient trading to capture managers’ “optimal portfolio” alpha. The discussion covers why equity long/short may be entering a better regime, allocators’ overconcentration in multi-manager strategies, Center Book’s growth plans, and how AI tools improve productivity, coding, and data analysis. ai advantage, manager skill, center book, alpha theory framework true full 150 04d98164-df53-4ba2-bdd4-d1c917ea5fb5 #140 The Future of Digital Asset Treasuries - Wojciech Kaszycki Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

Connect with Wojciech Kaszycki:

firm website:    btcs.com.pl/en/index.html

 

Timestamps: 
00:00 Post Interview Recap

02:03 Podcast Intro Guests

02:41 BTCS Origin Mission

05:08 Validators And Treasury

08:08 Active Treasury Mindset

09:30 Why Passive Treasuries Fail

14:06 Regulation And Compliance

18:50 Bitcoin Outlook 2026

22:39 AI Agents And Crypto

24:35 AI Agents in Trading

25:45 AI as Digital Employees

27:38 Internet Era Warning

28:38 Building Agent Workflows

29:24 Guardrails and Supervision

31:50 Treasuries vs Crypto ETFs

35:30 DeFi Meets Tokenization

38:07 Oracles for Real Assets

39:42 Banks and Crypto Rails

44:18 Defense Tech and AI

47:40 Future Tech Reflections

48:57 Where to Connect

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 13 Mar 2026 05:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder, Skyler Steinke, Wojciech Kaszycki) https://altfunds.io/episodes/140-the-future-of-digital-asset-treasuries-F5dAbw9l Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

Connect with Wojciech Kaszycki:

firm website:    btcs.com.pl/en/index.html

 

Timestamps: 
00:00 Post Interview Recap

02:03 Podcast Intro Guests

02:41 BTCS Origin Mission

05:08 Validators And Treasury

08:08 Active Treasury Mindset

09:30 Why Passive Treasuries Fail

14:06 Regulation And Compliance

18:50 Bitcoin Outlook 2026

22:39 AI Agents And Crypto

24:35 AI Agents in Trading

25:45 AI as Digital Employees

27:38 Internet Era Warning

28:38 Building Agent Workflows

29:24 Guardrails and Supervision

31:50 Treasuries vs Crypto ETFs

35:30 DeFi Meets Tokenization

38:07 Oracles for Real Assets

39:42 Banks and Crypto Rails

44:18 Defense Tech and AI

47:40 Future Tech Reflections

48:57 Where to Connect

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #140 The Future of Digital Asset Treasuries - Wojciech Kaszycki Mike Schroeder, Skyler Steinke, Wojciech Kaszycki 00:50:04 Background: CSO of Europe's Largest DATCO Wojciech Kazsycki of BTCS SA Description: Hosts Mike Schroeder and Tyler Steinke interview Wojciech Kaszycki, CSO of BTCS SA (“Bitcoin on Steroids”), a publicly listed European digital asset treasury company focused on building an active treasury alongside Web3 professional services. Kaszycki explains how BTCS runs validator nodes (including BTCFi and Z Chain) and why owning its own stake makes treasury management and validation symbiotic. He argues passive treasury models resemble ETFs but carry public-company costs, making active yield generation and operating businesses essential, especially when treasuries are financed with debt and face margin-call risk. He discusses public-market compliance, regulatory boundaries, and why BTCS emphasizes being a tech company rather than an investment scheme. The conversation covers market outlook, liquidity’s impact on Bitcoin, stablecoins, tokenization, DeFi use cases, banking rails, AI agents in operations, and emerging defense-tech and robotics trends. Background: CSO of Europe's Largest DATCO Wojciech Kazsycki of BTCS SA Description: Hosts Mike Schroeder and Tyler Steinke interview Wojciech Kaszycki, CSO of BTCS SA (“Bitcoin on Steroids”), a publicly listed European digital asset treasury company focused on building an active treasury alongside Web3 professional services. Kaszycki explains how BTCS runs validator nodes (including BTCFi and Z Chain) and why owning its own stake makes treasury management and validation symbiotic. He argues passive treasury models resemble ETFs but carry public-company costs, making active yield generation and operating businesses essential, especially when treasuries are financed with debt and face margin-call risk. He discusses public-market compliance, regulatory boundaries, and why BTCS emphasizes being a tech company rather than an investment scheme. The conversation covers market outlook, liquidity’s impact on Bitcoin, stablecoins, tokenization, DeFi use cases, banking rails, AI agents in operations, and emerging defense-tech and robotics trends. bitcoin, crypto, tokenization, defi, digital asset true full 149 445b3c0f-be41-4e45-9fe8-c90a0eb02be5 #139 M&A Deal Insights with Holly Moeini Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

https://forms.gle/eUNLxbPj5utv8bar7

 

Connect with Holli Moeini:

LinkedIn:    https://www.linkedin.com/in/hollimoeini/

Instagram:    https://www.instagram.com/hollimoeini/

Facebook:     https://www.facebook.com/holli.moeini/

 

Timestamps: 
00:00 Post Interview Recap

01:55 Meet Holli M&A Advisor

02:37 Holly Career Journey

03:31 Market Stats Wakeup Call

05:05 Common M&A Myths

08:32 Exit Ready Mindset

08:48 Financials That Sell

12:34 Boosting Multiples Drivers

14:38 AI And Profitability

18:58 Fraud In Small Business

22:13 Red Flags And Controls

25:48 Spotting IT Kickbacks

28:10 What Private Equity Wants

31:19 Platform vs Bolt On

33:20 Book Title Backstory

34:27 Avoiding M&A Pitfalls

38:37 Deal Structure Trends

39:29 Earnouts Done Right

46:42 Smarter Buyers Today

48:44 Where to Connect

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 6 Mar 2026 06:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder, Skyler Steinke, Holli Moeini) https://altfunds.io/episodes/139-m-a-deal-insights-with-holly-moeini-iTN1_FM_ Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

https://forms.gle/eUNLxbPj5utv8bar7

 

Connect with Holli Moeini:

LinkedIn:    https://www.linkedin.com/in/hollimoeini/

Instagram:    https://www.instagram.com/hollimoeini/

Facebook:     https://www.facebook.com/holli.moeini/

 

Timestamps: 
00:00 Post Interview Recap

01:55 Meet Holli M&A Advisor

02:37 Holly Career Journey

03:31 Market Stats Wakeup Call

05:05 Common M&A Myths

08:32 Exit Ready Mindset

08:48 Financials That Sell

12:34 Boosting Multiples Drivers

14:38 AI And Profitability

18:58 Fraud In Small Business

22:13 Red Flags And Controls

25:48 Spotting IT Kickbacks

28:10 What Private Equity Wants

31:19 Platform vs Bolt On

33:20 Book Title Backstory

34:27 Avoiding M&A Pitfalls

38:37 Deal Structure Trends

39:29 Earnouts Done Right

46:42 Smarter Buyers Today

48:44 Where to Connect

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #139 M&A Deal Insights with Holly Moeini Mike Schroeder, Skyler Steinke, Holli Moeini 00:49:44 Background: Holli Moeini is a CFO, CPA, and M&A advisor who helps buyers and sellers strengthen their companies, reduce risk, and maximize value at every stage of a deal. Description: Mike Schroeder interviews CPA and M&A advisor Holly Moeini about how buyers and sellers can reduce risk and maximize value in transactions. Holli shares her path from audit to CFO and M&A, citing statistics about small business performance, low sale rates, and private equity capital waiting to be deployed. She outlines common myths, emphasizes being “exit ready” early, and explains why balance sheets, GAAP-based accounting, and normalized EBITDA matter more than tax returns. Holli discusses value drivers like leadership depth, recurring revenue, systems, and profitable growth, and explains how AI can improve efficiency and margins. She also describes frequent fraud in small businesses, red flags, and the importance of controls and vigilance. The episode covers private equity interest areas, typical deal structures (rollover equity, seller notes, earnouts), and the need for experienced advisors to avoid costly mistakes. Background: Holli Moeini is a CFO, CPA, and M&A advisor who helps buyers and sellers strengthen their companies, reduce risk, and maximize value at every stage of a deal. Description: Mike Schroeder interviews CPA and M&A advisor Holly Moeini about how buyers and sellers can reduce risk and maximize value in transactions. Holli shares her path from audit to CFO and M&A, citing statistics about small business performance, low sale rates, and private equity capital waiting to be deployed. She outlines common myths, emphasizes being “exit ready” early, and explains why balance sheets, GAAP-based accounting, and normalized EBITDA matter more than tax returns. Holli discusses value drivers like leadership depth, recurring revenue, systems, and profitable growth, and explains how AI can improve efficiency and margins. She also describes frequent fraud in small businesses, red flags, and the importance of controls and vigilance. The episode covers private equity interest areas, typical deal structures (rollover equity, seller notes, earnouts), and the need for experienced advisors to avoid costly mistakes. ai, financial ai challenges, gaap-based accounting, m&a, private equity, fraud in small business true full 148 1e848eda-a5f9-49bc-893d-63c0dce36bc4 #138 AI Vaults, Yield Dynamics, and Where Crypto Markets Go Next - James Harris of Tesseract Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

👇 Click Below to be a guest on our video podcast: 👇

https://forms.gle/eUNLxbPj5utv8bar7

Connect with James Harris:

firm website:  https://tesseract.fi/  

firm linkedin:  https://www.linkedin.com/company/tesseractinvestment/

X:                       https://x.com/tesseractcrypto

 

Timestamps: 
00:00 Post-Call Banter: James’ Market Insights & AI Vaults Tease

01:15 Welcome to the All Funds Network Podcast + Guest Intro

01:45 James’ Origin Story: From TradFi Trading to Discovering Bitcoin

04:21 Building in Crypto: Funds, Custody Pivot, and the Road to Tesseract CEO

06:51 Market Recap: October Flash Crash vs. February Sell-Off (What Really Happened)

14:41 Did We Hit the Bottom? Cycles, Macro Signals, and Why Bitcoin Feels “Off”

16:11 Gold & Silver Mania: Narrative Trades and Volatility Comparisons

17:53 AI, Compute, and the Coming Energy Crunch

20:33 What Tesseract Does: Institutional Yield, DeFi Strategies, and MiCA Licensing

22:29 On-Chain Vaults Explained: Transparency, Non-Custodial Asset Management, and EU Compliance Hurdles

26:40 Are DeFi Vault Tokens Securities? The Compliance Problem

27:24 MiCA vs. US Regulation: Building a Cross-Border Framework

29:07 Why Regulatory Clarity Unlocks Institutional DeFi

32:17 Digital Asset Treasuries in 2026: The ETF Competition & Cost Base Trap

35:37 How Bitcoin Treasuries Chase Yield: Options, Lending & Wrapped BTC

39:37 Sentiment at Extremes: Fear Index, FTX Lows, and the Long-Term Thesis

43:31 What “Institutional-Grade” Yield Really Requires (Risk, Ops, Security)

49:17 Black Swans & Staying Useful: Probabilities, Strategy Risk, and Compliant Vaults

51:00 What’s Next: Tokenized Asset Management, Yield Everywhere, and Where to Connect

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 27 Feb 2026 11:01:04 +0000 mike.schroeder449@gmail.com (Mike Schroeder, Skyler Steinke, James Harris) https://altfunds.io/episodes/138-ai-vaults-yield-dynamics-and-where-crypto-markets-go-next-james-harris-tesseract-N3V0QBDv Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

👇 Click Below to be a guest on our video podcast: 👇

https://forms.gle/eUNLxbPj5utv8bar7

Connect with James Harris:

firm website:  https://tesseract.fi/  

firm linkedin:  https://www.linkedin.com/company/tesseractinvestment/

X:                       https://x.com/tesseractcrypto

 

Timestamps: 
00:00 Post-Call Banter: James’ Market Insights & AI Vaults Tease

01:15 Welcome to the All Funds Network Podcast + Guest Intro

01:45 James’ Origin Story: From TradFi Trading to Discovering Bitcoin

04:21 Building in Crypto: Funds, Custody Pivot, and the Road to Tesseract CEO

06:51 Market Recap: October Flash Crash vs. February Sell-Off (What Really Happened)

14:41 Did We Hit the Bottom? Cycles, Macro Signals, and Why Bitcoin Feels “Off”

16:11 Gold & Silver Mania: Narrative Trades and Volatility Comparisons

17:53 AI, Compute, and the Coming Energy Crunch

20:33 What Tesseract Does: Institutional Yield, DeFi Strategies, and MiCA Licensing

22:29 On-Chain Vaults Explained: Transparency, Non-Custodial Asset Management, and EU Compliance Hurdles

26:40 Are DeFi Vault Tokens Securities? The Compliance Problem

27:24 MiCA vs. US Regulation: Building a Cross-Border Framework

29:07 Why Regulatory Clarity Unlocks Institutional DeFi

32:17 Digital Asset Treasuries in 2026: The ETF Competition & Cost Base Trap

35:37 How Bitcoin Treasuries Chase Yield: Options, Lending & Wrapped BTC

39:37 Sentiment at Extremes: Fear Index, FTX Lows, and the Long-Term Thesis

43:31 What “Institutional-Grade” Yield Really Requires (Risk, Ops, Security)

49:17 Black Swans & Staying Useful: Probabilities, Strategy Risk, and Compliant Vaults

51:00 What’s Next: Tokenized Asset Management, Yield Everywhere, and Where to Connect

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #138 AI Vaults, Yield Dynamics, and Where Crypto Markets Go Next - James Harris of Tesseract Mike Schroeder, Skyler Steinke, James Harris 00:54:05 Background: James is an expert in building regulated crypto businesses, having scaled companies across custody, market data, and asset management since transitioning from traditional banking and fund management to crypto in 2017. Description: Mike Schroeder and Skyler Steinke host James Harris, CEO of Tesseract, a regulated digital asset yield manager based in Finland. James shares his path from traditional finance to building and exiting crypto businesses before leading Tesseract. They discuss the October $19B flash crash, the February selloff tied to ETF-driven volatility, weak market sentiment, and Bitcoin’s macro narrative. James explains Tesseract’s MiCA-regulated model, generating institutional yield through vetted lending and compliant DeFi “vaults,” and shares insights on tokenization, digital asset treasuries, and the future of institutional-grade crypto yield. Background: James is an expert in building regulated crypto businesses, having scaled companies across custody, market data, and asset management since transitioning from traditional banking and fund management to crypto in 2017. Description: Mike Schroeder and Skyler Steinke host James Harris, CEO of Tesseract, a regulated digital asset yield manager based in Finland. James shares his path from traditional finance to building and exiting crypto businesses before leading Tesseract. They discuss the October $19B flash crash, the February selloff tied to ETF-driven volatility, weak market sentiment, and Bitcoin’s macro narrative. James explains Tesseract’s MiCA-regulated model, generating institutional yield through vetted lending and compliant DeFi “vaults,” and shares insights on tokenization, digital asset treasuries, and the future of institutional-grade crypto yield. crypto, asset management, alternative investments, tesseract, defi, yield dynamics, ai vaults true full 147 3a7090cf-5c05-4642-8d3c-0894ed18a69f #137 Innovations & Insights In The Private Credit Market - Kanav Kalia of Oxane Partners Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

https://forms.gle/eUNLxbPj5utv8bar7

 

Connect with Kanav Kalia:

firm website:    https://www.oxanepartners.com/  

my linkedin:     https://www.linkedin.com/in/kaliakanav

 

Timestamps: 
00:00 Introduction and Recap

02:31 Guest Introduction: Kanav Kalia

03:08 The Origin Story of Oxane Partners

06:46 Evolution of the Credit Market

11:43 Asset-Based Finance Explained

16:12 Technology and Infrastructure in Private Credit

20:05 Ecosystem-Led Private Credit

24:08 The Role of Technology Solutions

24:11 Bringing It All Together: The Journey So Far

26:41 Identifying Risk and Potential Fraud

31:02 Regulatory Perspectives and Market Growth

38:35 AI in the Private Credit Space

43:40 Concluding Thoughts and Future Outlook

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 20 Feb 2026 06:00:00 +0000 mike.schroeder449@gmail.com (Skyler Steinke, Kanav Kalia, Mike Schroeder) https://altfunds.io/episodes/137-innovations-insights-in-the-private-credit-market-kanav-kalia-of-oxane-partners-txlibflw-iYar76LN Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

https://forms.gle/eUNLxbPj5utv8bar7

 

Connect with Kanav Kalia:

firm website:    https://www.oxanepartners.com/  

my linkedin:     https://www.linkedin.com/in/kaliakanav

 

Timestamps: 
00:00 Introduction and Recap

02:31 Guest Introduction: Kanav Kalia

03:08 The Origin Story of Oxane Partners

06:46 Evolution of the Credit Market

11:43 Asset-Based Finance Explained

16:12 Technology and Infrastructure in Private Credit

20:05 Ecosystem-Led Private Credit

24:08 The Role of Technology Solutions

24:11 Bringing It All Together: The Journey So Far

26:41 Identifying Risk and Potential Fraud

31:02 Regulatory Perspectives and Market Growth

38:35 AI in the Private Credit Space

43:40 Concluding Thoughts and Future Outlook

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #137 Innovations & Insights In The Private Credit Market - Kanav Kalia of Oxane Partners Skyler Steinke, Kanav Kalia, Mike Schroeder 00:46:24 Background: Kanav Kalia is the Chief Sales and Marketing Officer at Oxane Partners. He is responsible for driving sales programs, account management, branding, marketing, communication and public relations. Kanav has over 17 years of experience with a focus on the private markets industry and a range of knowledge across the front, middle and back office functions covering areas such as valuation and risk management, reconciliations, reference data management, data warehousing, big data and regulatory reporting. Prior to Oxane Partners, Kanav led the marketing functions at Vichara Technologies, a niche structured products technology solutions firm and Indus Valley Partners, a specialist technology provider to alternative asset managers. Kanav has an MBA in Marketing and Finance from Indian Institute of Management Indore. Description: In this episode of the All Funds Network podcast, hosts Mike Schroeder and Skyler Steinke are joined by Kanav Kalia, Managing Director at Oxane Partners. They dive deep into the private credit market, discussing its growth, the changing role of banks, and the impact of AI and technology on the industry. Kanav shares insights on asset-based finance, institutional demand, and the challenges in standardizing credit market processes. He also elaborates on Oxane Partners’ journey, the importance of reducing friction between key market stakeholders, and the future of private credit. Background: Kanav Kalia is the Chief Sales and Marketing Officer at Oxane Partners. He is responsible for driving sales programs, account management, branding, marketing, communication and public relations. Kanav has over 17 years of experience with a focus on the private markets industry and a range of knowledge across the front, middle and back office functions covering areas such as valuation and risk management, reconciliations, reference data management, data warehousing, big data and regulatory reporting. Prior to Oxane Partners, Kanav led the marketing functions at Vichara Technologies, a niche structured products technology solutions firm and Indus Valley Partners, a specialist technology provider to alternative asset managers. Kanav has an MBA in Marketing and Finance from Indian Institute of Management Indore. Description: In this episode of the All Funds Network podcast, hosts Mike Schroeder and Skyler Steinke are joined by Kanav Kalia, Managing Director at Oxane Partners. They dive deep into the private credit market, discussing its growth, the changing role of banks, and the impact of AI and technology on the industry. Kanav shares insights on asset-based finance, institutional demand, and the challenges in standardizing credit market processes. He also elaborates on Oxane Partners’ journey, the importance of reducing friction between key market stakeholders, and the future of private credit. ecosystem-led private credit, asset-based finance, identifying risk and potential fraud, the role of technology solutions, oxane partners, regulatory perspectives and market growth, technology and infrastructure in private credit, ai in the private credit space, evolution of the credit market true full 146 7a37f382-ecc8-4af1-ab32-c3f767cedfe1 #136 Maximizing Value & Minimizing Taxes - Kevin Bruner of the Q companies Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

https://forms.gle/eUNLxbPj5utv8bar7

 

Connect with Kevin Bruner:

Schedule a meeting: https://zoomwithkev.com/

firm website:    https://theqcompanies.com/

 

Timestamps: 
00:00 Introduction and Overview

00:30 The Importance of Tax Mitigation

00:51 Challenges in the Financial Industry

02:28 Kevin Bruner's Background and Experience

02:48 The Q Companies and Financial Strategies

05:13 Insights on Financial Planning and Taxation

18:10 The 1031 Exchange Explained

26:21 The 537 Installment Sale Trust

26:56 Understanding the Trust and Escrow Process

28:29 Role of the Trustee and Trust Protector

29:10 Revocable vs. Irrevocable Trusts

30:20 Estate Planning and Heir Management

31:35 Tax Implications and Planning

33:28 Real Estate and Business Applications

39:39 Special Cases and Unique Assets

50:00 Trends and Market Opportunities

01:03:13 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 13 Feb 2026 06:00:00 +0000 mike.schroeder449@gmail.com (Kevin Bruner, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/136-maximizing-value-minimizing-taxes-kevin-bruner-of-the-q-companies-aa4sdr6z-RY8OV1jO Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

https://forms.gle/eUNLxbPj5utv8bar7

 

Connect with Kevin Bruner:

Schedule a meeting: https://zoomwithkev.com/

firm website:    https://theqcompanies.com/

 

Timestamps: 
00:00 Introduction and Overview

00:30 The Importance of Tax Mitigation

00:51 Challenges in the Financial Industry

02:28 Kevin Bruner's Background and Experience

02:48 The Q Companies and Financial Strategies

05:13 Insights on Financial Planning and Taxation

18:10 The 1031 Exchange Explained

26:21 The 537 Installment Sale Trust

26:56 Understanding the Trust and Escrow Process

28:29 Role of the Trustee and Trust Protector

29:10 Revocable vs. Irrevocable Trusts

30:20 Estate Planning and Heir Management

31:35 Tax Implications and Planning

33:28 Real Estate and Business Applications

39:39 Special Cases and Unique Assets

50:00 Trends and Market Opportunities

01:03:13 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #136 Maximizing Value & Minimizing Taxes - Kevin Bruner of the Q companies Kevin Bruner, Skyler Steinke, Mike Schroeder 01:05:41 Background: Kevin Brunner is a Marine veteran and financial strategist with 40+ years of experience and 3,800+ transactions. He’s helped clients save over $1.52B in unnecessary taxes using proven strategies most advisors don’t understand. Featured in Forbes, host of The Smart Money Hour, and author of Just Say No to Bad Financial Advice, Kevin leads The Q Companies, specializing in tax planning, retirement income, and wealth preservation. Description: In this enlightening episode of the Alt Funds Network, hosts Mike Schroeder and Skyler Steinke sit down with Kevin Bruner, a financial advisor with the Q Companies, to discuss advanced tax mitigation strategies for high-value asset sales. Kevin delves into the intricacies of the 10 31 Exchange and the 5 37 Installment Sale Trust, offering practical advice on minimizing capital gains tax when selling real estate, businesses, or other high-value assets. The conversation expands into broader investment advice, estate planning, and the importance of strategic tax planning, making it a must-watch for anyone looking to optimize their financial portfolio. Background: Kevin Brunner is a Marine veteran and financial strategist with 40+ years of experience and 3,800+ transactions. He’s helped clients save over $1.52B in unnecessary taxes using proven strategies most advisors don’t understand. Featured in Forbes, host of The Smart Money Hour, and author of Just Say No to Bad Financial Advice, Kevin leads The Q Companies, specializing in tax planning, retirement income, and wealth preservation. Description: In this enlightening episode of the Alt Funds Network, hosts Mike Schroeder and Skyler Steinke sit down with Kevin Bruner, a financial advisor with the Q Companies, to discuss advanced tax mitigation strategies for high-value asset sales. Kevin delves into the intricacies of the 10 31 Exchange and the 5 37 Installment Sale Trust, offering practical advice on minimizing capital gains tax when selling real estate, businesses, or other high-value assets. The conversation expands into broader investment advice, estate planning, and the importance of strategic tax planning, making it a must-watch for anyone looking to optimize their financial portfolio. revocable vs. irrevocable trusts, trends and market opportunities, financial planning and taxation, role of the trustee and trust protector, trust and escrow process, estate planning, installment sale trust, tax implications and planning, real estate and business applications, challenges in the financial industry true full 145 4cc7b7d0-238e-4202-b4fe-339471c59006 Fund Taxes - 2026 Starting A Fund Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: svlasak@richeymay.com

 

Connect with Jonathan Sharon:

Email:       jon@richeymay.com

Website:    https://richeymay.com/

Linkedin:     https://www.linkedin.com/company/richeymay/

 

Timestamps: 
00:00 Introduction and Guest Welcome

00:44 About Richie May and Their Services

01:46 Tax Processes and Fund Administration

03:35 Key Tax Considerations for Fund Managers

10:20 Crypto and Tax Implications

14:00 Common Issues and Best Practices

16:47 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 23 Jan 2026 06:00:00 +0000 mike.schroeder449@gmail.com (Jonathan Sharon, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/fund-taxes-2026-starting-a-fund-DMkAKq6o Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: svlasak@richeymay.com

 

Connect with Jonathan Sharon:

Email:       jon@richeymay.com

Website:    https://richeymay.com/

Linkedin:     https://www.linkedin.com/company/richeymay/

 

Timestamps: 
00:00 Introduction and Guest Welcome

00:44 About Richie May and Their Services

01:46 Tax Processes and Fund Administration

03:35 Key Tax Considerations for Fund Managers

10:20 Crypto and Tax Implications

14:00 Common Issues and Best Practices

16:47 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fund Taxes - 2026 Starting A Fund Jonathan Sharon, Mike Schroeder, Skyler Steinke 00:17:47 Background: Jonathan Sharon is a Tax Partner in the Alternative Investments practice at Richey May, where he has been a leader since 2014. He specializes in tax compliance and advisory services for hedge funds, fund of funds, private equity funds, PFICs, and venture capital vehicles, managing and overseeing tax planning for both domestic and foreign clients. During his time at Richey May, Jonathan has provided expertise in formation, structure, and the taxation of complex financial products, playing a key role in educating clients and internal teams on evolving tax law changes. Jonathan’s career began with nearly five years as a Tax Manager at UMB Fund Services, followed by nearly two years at Rothstein Kass, where he managed compliance for multiple fund types and supervised the performance of tax teams. He contributed to firm-wide initiatives, including best practice and state tax committees, and regularly taught tax training sessions to hedge fund administrators. Known for his comprehensive approach and thoughtful leadership, Jonathan is respected for his insights on fund tax challenges, regulatory strategy, and the enhancement of processes for both clients and colleagues across the industry. Description: In this episode of the Alt Funds Network podcast, hosts Mike Schroeder and Skyler Steinke are joined by Jon Sharon of Richie May to discuss crucial tax considerations for new fund managers. The conversation covers the roles Richie May plays in providing audit and tax services for alternative investment funds, including private equity, crypto hedge funds, and fund-of-funds. Key topics include the timing and processes related to preparing K-1s for Limited Partners (LPs), the importance of early communication with tax professionals, and special considerations for digital assets. Jon also provides valuable advice on structuring funds and avoiding common tax pitfalls. Background: Jonathan Sharon is a Tax Partner in the Alternative Investments practice at Richey May, where he has been a leader since 2014. He specializes in tax compliance and advisory services for hedge funds, fund of funds, private equity funds, PFICs, and venture capital vehicles, managing and overseeing tax planning for both domestic and foreign clients. During his time at Richey May, Jonathan has provided expertise in formation, structure, and the taxation of complex financial products, playing a key role in educating clients and internal teams on evolving tax law changes. Jonathan’s career began with nearly five years as a Tax Manager at UMB Fund Services, followed by nearly two years at Rothstein Kass, where he managed compliance for multiple fund types and supervised the performance of tax teams. He contributed to firm-wide initiatives, including best practice and state tax committees, and regularly taught tax training sessions to hedge fund administrators. Known for his comprehensive approach and thoughtful leadership, Jonathan is respected for his insights on fund tax challenges, regulatory strategy, and the enhancement of processes for both clients and colleagues across the industry. Description: In this episode of the Alt Funds Network podcast, hosts Mike Schroeder and Skyler Steinke are joined by Jon Sharon of Richie May to discuss crucial tax considerations for new fund managers. The conversation covers the roles Richie May plays in providing audit and tax services for alternative investment funds, including private equity, crypto hedge funds, and fund-of-funds. Key topics include the timing and processes related to preparing K-1s for Limited Partners (LPs), the importance of early communication with tax professionals, and special considerations for digital assets. Jon also provides valuable advice on structuring funds and avoiding common tax pitfalls. starting a hege fund, how to start a crypto fund, legal services for a fund, starting a fund, how to start a hedge fund, new fund advice, vc fund taxes, starting a crytpo fund, hedge fund taxes, jonathan sharon, richey may, starting a venture capital fund, new crypto fund advice, how to start a vc fund true full 141 0482c2ec-4863-480e-8ad0-f6808dc70fd8 Fund Valuation Agent - 2026 Starting A Fund Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: svlasak@richeymay.com

 

Connect with Monica Blocker:

my email:       mblocker@houlihancapital.com

firm website:    https://www.houlihancapital.com/   

my linkedin:     https://www.linkedin.com/in/monica-blocker-1354658b

 

Timestamps: 
00:00 Introduction and Sponsor Message

00:34 Understanding Valuation Agents

03:00 Levels of Asset Valuation

03:51 When to Engage Valuation Services

08:27 Common Mistakes in Valuation

11:43 Valuation Costs and Considerations

13:56 Nuances in Digital Asset Valuation

16:43 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 22 Jan 2026 06:00:00 +0000 mike.schroeder449@gmail.com (Monica Blocker, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/fund-valuation-agent-2026-starting-a-fund-v4TTDVyd Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: svlasak@richeymay.com

 

Connect with Monica Blocker:

my email:       mblocker@houlihancapital.com

firm website:    https://www.houlihancapital.com/   

my linkedin:     https://www.linkedin.com/in/monica-blocker-1354658b

 

Timestamps: 
00:00 Introduction and Sponsor Message

00:34 Understanding Valuation Agents

03:00 Levels of Asset Valuation

03:51 When to Engage Valuation Services

08:27 Common Mistakes in Valuation

11:43 Valuation Costs and Considerations

13:56 Nuances in Digital Asset Valuation

16:43 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fund Valuation Agent - 2026 Starting A Fund Monica Blocker, Mike Schroeder, Skyler Steinke 00:17:21 Background: Monica C. Blocker is a Director of Business Development for Houlihan Capital. Ms. Blocker has been with Houlihan Capital since 2016 and is responsible for building and maintaining client relationships within the alternative investment space. Ms. Blocker provides level III valuation services for hedge funds, private equity funds, VCs, BDCs, SBICs, ‘40 Act funds, etc. Ms. Blocker’s international client base ranges from traditional alternative investment strategies to cannabis and digital asset funds. Description: In this episode of the Alt Funds Podcast, Mike Schroeder and Skyler Steinke are joined by Monica Blocker from Houlahan to discuss the role of valuation agents in the management of alternative investment funds. Monica explains what a valuation agent does, the types of funds that benefit from their services, and the process of working with them. The discussion covers various asset levels, the importance of independent valuations, and common mistakes fund managers make. The episode also touches upon the nuances of valuing digital assets and the evolving guidelines in this space. Tune in for in-depth insights into the essential role valuation agents play in ensuring fair value assessment and compliance in fund management. Background: Monica C. Blocker is a Director of Business Development for Houlihan Capital. Ms. Blocker has been with Houlihan Capital since 2016 and is responsible for building and maintaining client relationships within the alternative investment space. Ms. Blocker provides level III valuation services for hedge funds, private equity funds, VCs, BDCs, SBICs, ‘40 Act funds, etc. Ms. Blocker’s international client base ranges from traditional alternative investment strategies to cannabis and digital asset funds. Description: In this episode of the Alt Funds Podcast, Mike Schroeder and Skyler Steinke are joined by Monica Blocker from Houlahan to discuss the role of valuation agents in the management of alternative investment funds. Monica explains what a valuation agent does, the types of funds that benefit from their services, and the process of working with them. The discussion covers various asset levels, the importance of independent valuations, and common mistakes fund managers make. The episode also touches upon the nuances of valuing digital assets and the evolving guidelines in this space. Tune in for in-depth insights into the essential role valuation agents play in ensuring fair value assessment and compliance in fund management. starting a hege fund, how to start a crypto fund, legal services for a fund, starting a fund, how to start a hedge fund, hedge fund valuation agent, new fund advice, starting a crytpo fund, houlihan capital, monica blocker, starting a venture capital fund, new crypto fund advice, vc fund valuation agent, how to start a vc fund true full 140 01ba5561-5fe7-442c-842e-78a9598a1e48 Fund Banking - 2026 Starting A Fund Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: svlasak@richeymay.com

 

Connect with David Madden:

Email:      dmadden​@wintrust​.com

Website:  https://www.wintrust.com/  

Linkedin:  https://www.linkedin.com/in/david-madden

 

Timestamps: 
00:00 Introduction and Guest Welcome

00:31 Overview of the Short Fund Series

00:56 Understanding Fund Banking Needs

03:07 Choosing the Right Bank for Your Fund

04:18 Bank Account Requirements and Onboarding

06:19 Opening a Bank Account: Timeline and Considerations

07:15 Managing Multiple Bank Accounts

08:43 Compliance and Best Practices

12:23 Common Mistakes and Tips for New Managers

14:05 Cost and Services of Banking for Funds

15:55 Digital Banking and Support

17:12 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Wed, 21 Jan 2026 06:00:00 +0000 mike.schroeder449@gmail.com (David Madden, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/fund-banking-2026-starting-a-fund-zydLQ4Dw Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: svlasak@richeymay.com

 

Connect with David Madden:

Email:      dmadden​@wintrust​.com

Website:  https://www.wintrust.com/  

Linkedin:  https://www.linkedin.com/in/david-madden

 

Timestamps: 
00:00 Introduction and Guest Welcome

00:31 Overview of the Short Fund Series

00:56 Understanding Fund Banking Needs

03:07 Choosing the Right Bank for Your Fund

04:18 Bank Account Requirements and Onboarding

06:19 Opening a Bank Account: Timeline and Considerations

07:15 Managing Multiple Bank Accounts

08:43 Compliance and Best Practices

12:23 Common Mistakes and Tips for New Managers

14:05 Cost and Services of Banking for Funds

15:55 Digital Banking and Support

17:12 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fund Banking - 2026 Starting A Fund David Madden, Mike Schroeder, Skyler Steinke 00:17:49 Background: David has 20 years’ experience in the Financial Services sector having held multiple roles in Accounting, Operations, Relationship Management and Business Development. He has worked for a number of large institutions including Neuberger Berman, Morgan Stanley, UBS, JP Morgan and most recently at Wintrust. Working for the Funds Group in New York, David and his team focus on providing premier banking services to the alternative investment community.  He holds a BBA in Accounting and an MBA in Finance.  Description: Join Mike Schroeder and Styler Steinke on the Alt Funds Network as they speak with David Madden of Wintrust Bank. This episode delves into crucial banking insights for emerging fund managers, covering the importance of subscription redemption and operations accounts, the niche nature of banking services for funds, due diligence requirements, and the typical timelines and costs involved in opening and managing bank accounts. David also addresses common challenges, such as the difficulty of banking for crypto funds, and provides valuable advice for choosing stable and supportive banking partners. Special thanks to Richie Maye for sponsoring this episode! Background: David has 20 years’ experience in the Financial Services sector having held multiple roles in Accounting, Operations, Relationship Management and Business Development. He has worked for a number of large institutions including Neuberger Berman, Morgan Stanley, UBS, JP Morgan and most recently at Wintrust. Working for the Funds Group in New York, David and his team focus on providing premier banking services to the alternative investment community.  He holds a BBA in Accounting and an MBA in Finance.  Description: Join Mike Schroeder and Styler Steinke on the Alt Funds Network as they speak with David Madden of Wintrust Bank. This episode delves into crucial banking insights for emerging fund managers, covering the importance of subscription redemption and operations accounts, the niche nature of banking services for funds, due diligence requirements, and the typical timelines and costs involved in opening and managing bank accounts. David also addresses common challenges, such as the difficulty of banking for crypto funds, and provides valuable advice for choosing stable and supportive banking partners. Special thanks to Richie Maye for sponsoring this episode! starting a hege fund, how to start a crypto fund, legal services for a fund, starting a fund, how to start a hedge fund, new fund advice, starting a crytpo fund, hedge fund banking, vc fund banking, wintrust, david madden, starting a venture capital fund, new crypto fund advice, how to start a vc fund true full 139 a1320964-8d36-46b0-9e93-06641abc0621 Fund Auditor - 2026 Starting A Fund Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: svlasak@richeymay.com

Connect with Stephen Vlasak:

LinkedIn: https://www.linkedin.com/in/stephenvlasak

Website: https://richeymay.com/

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:20 Overview of Richie May Services

00:49 Understanding the Role of an Auditor

03:01 When to Involve an Auditor

04:35 Audit Requirements and Importance

05:24 Admin vs Auditor Responsibilities

06:39 Audit Process and Preparation

10:15 Common Audit Challenges

12:39 Valuation Policies and Procedures

14:36 Audit Costs and Final Thoughts

15:56 Conclusion and Contact Information
 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Mon, 19 Jan 2026 05:00:00 +0000 mike.schroeder449@gmail.com (Stephen Vlasak, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/fund-auditor-2026-starting-a-fund-V_sLXq3w Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: svlasak@richeymay.com

Connect with Stephen Vlasak:

LinkedIn: https://www.linkedin.com/in/stephenvlasak

Website: https://richeymay.com/

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:20 Overview of Richie May Services

00:49 Understanding the Role of an Auditor

03:01 When to Involve an Auditor

04:35 Audit Requirements and Importance

05:24 Admin vs Auditor Responsibilities

06:39 Audit Process and Preparation

10:15 Common Audit Challenges

12:39 Valuation Policies and Procedures

14:36 Audit Costs and Final Thoughts

15:56 Conclusion and Contact Information
 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fund Auditor - 2026 Starting A Fund Stephen Vlasak, Mike Schroeder, Skyler Steinke 00:16:49 Background: Stephen Vlasak is a Partner in the Alternative Investments practice at Richey May. He develops new client relationships within the financial service industry, working extensively with hedge, broker dealers, registered investment advisors, private money lenders, private equity and venture capital funds. Stephen enjoys his role as a connector in the financial community and is very involved with providing introductions and advice that help newly launched entities grow and thrive.  In addition, Stephen provides audit services to clients backed by over 20 years of audit experience within the commercial and financial service industries. Stephen specializes in alternative investment clients, including domestic and offshore hedge funds, broker dealers, investment advisors, commodity pools, master-feeder structures, and funds of funds. Stephen advises his clients on initial organizational structure, audit processes, the management of operational matters and regulatory needs. In his current position at Richey May and his prior job at Rothstein Kass, Stephen has accumulated significant operational experience. He has been heavily involved in the development and leadership of local office practices, including business development, recruiting, networking, budgeting, scheduling, and fore Description: Join Mike Schroeder and Skyler Steinke from the Alt Funds Network as they discuss the essentials of auditing in alternative investment funds with Stephen Vlasak from Richey May, a CPA firm specializing in these types of investments. This episode covers the audit process, its importance for fund managers, and how to prepare for audits. Stephen outlines the key aspects of an audit, the division of labor between auditors and administrators, and the costs involved. Learn why early involvement of auditors is crucial and how to avoid common pitfalls when launching a fund. Background: Stephen Vlasak is a Partner in the Alternative Investments practice at Richey May. He develops new client relationships within the financial service industry, working extensively with hedge, broker dealers, registered investment advisors, private money lenders, private equity and venture capital funds. Stephen enjoys his role as a connector in the financial community and is very involved with providing introductions and advice that help newly launched entities grow and thrive.  In addition, Stephen provides audit services to clients backed by over 20 years of audit experience within the commercial and financial service industries. Stephen specializes in alternative investment clients, including domestic and offshore hedge funds, broker dealers, investment advisors, commodity pools, master-feeder structures, and funds of funds. Stephen advises his clients on initial organizational structure, audit processes, the management of operational matters and regulatory needs. In his current position at Richey May and his prior job at Rothstein Kass, Stephen has accumulated significant operational experience. He has been heavily involved in the development and leadership of local office practices, including business development, recruiting, networking, budgeting, scheduling, and fore Description: Join Mike Schroeder and Skyler Steinke from the Alt Funds Network as they discuss the essentials of auditing in alternative investment funds with Stephen Vlasak from Richey May, a CPA firm specializing in these types of investments. This episode covers the audit process, its importance for fund managers, and how to prepare for audits. Stephen outlines the key aspects of an audit, the division of labor between auditors and administrators, and the costs involved. Learn why early involvement of auditors is crucial and how to avoid common pitfalls when launching a fund. starting a hege fund, stephen vlasak, how to start a crypto fund, legal services for a fund, starting a fund, how to start a hedge fund, new fund advice, hedge fund lawyer, starting a crytpo fund, vc fund auditor, richey may, new crypto fund advice, how to start a vc fund true full 138 e9dae448-5d34-441a-8f39-7a1f325d7a1a Fund Administration - 2026 Starting A Fund Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: svlasak@richeymay.com

 

Connect with Skyler Steinke:

LinkedIn: https://www.linkedin.com/in/skylersteinke

Website: https://www.theascent-group.com/

 

Timestamps: 

00:00 Introduction and Sponsor Message

00:20 Meet the Experts: Mike Schroeder and Skyler Steinke

00:57 Understanding Fund Administration

01:25 The Role of Fund Administrators

03:48 Investor Perspectives on Fund Administration

04:57 When to Involve a Fund Administrator

05:43 Qualities of a Great Fund Administrator

06:23 Technology in Fund Administration

08:02 Challenges in Crypto Fund Administration

10:14 Common Mistakes by New Fund Managers

14:42 Pricing Overview for Fund Administration

17:07 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Sat, 17 Jan 2026 05:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/starting-a-fund-2026-fund-administration-P0xyqF2u Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: svlasak@richeymay.com

 

Connect with Skyler Steinke:

LinkedIn: https://www.linkedin.com/in/skylersteinke

Website: https://www.theascent-group.com/

 

Timestamps: 

00:00 Introduction and Sponsor Message

00:20 Meet the Experts: Mike Schroeder and Skyler Steinke

00:57 Understanding Fund Administration

01:25 The Role of Fund Administrators

03:48 Investor Perspectives on Fund Administration

04:57 When to Involve a Fund Administrator

05:43 Qualities of a Great Fund Administrator

06:23 Technology in Fund Administration

08:02 Challenges in Crypto Fund Administration

10:14 Common Mistakes by New Fund Managers

14:42 Pricing Overview for Fund Administration

17:07 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fund Administration - 2026 Starting A Fund Mike Schroeder, Skyler Steinke 00:17:44 Background: Skyler Steinke is the Managing Director, USA at The Ascent Group, a global leader in fund administration specializing in traditional and digital asset funds. With over 20 years of industry experience, Skyler has been pivotal in launching and servicing many of the first digital asset funds since 2015, and has led over 200 digital asset funds and 300 public and private funds. A recognized expert in generative AI, blockchain, and fintech innovation, Skyler has successfully implemented AI-driven fund administration workflows and automated portfolio reconciliation processes, enhancing efficiency and scalability. Previously, he held leadership roles at DwellFi, Stonegate Global Fund Services, Trident Trust, Ultimus Fund Solutions, and Formidium, focusing on business development and technology integration. Skyler is also the co-founder and co-host of the Alt Funds Network Podcast, where he shares insights on alternative investments and the future of fund management. He holds a certification in Blockchain Technologies from MIT Sloan, a Series 3 FINRA license, and certifications in Generative AI Applications and machine learning. Description: In this episode of the Alt Funds Network, host Mike Schroeder sits down with Skyler Steinke, Managing Director of the US for the Ascend Group, to discuss the intricate world of fund administration. Sponsored by Richie May, which provides audit and tax services for alternative investment funds, this episode is part of a series aimed at emerging managers. Skyler explains the role of a fund administrator, the importance of net asset value (NAV), and the essential services provided such as accounting, investor servicing, AML/KYC, and treasury management. The discussion also touches on the evolving technology in fund administration, the unique challenges of managing different types of funds including crypto, and the best practices for emerging fund managers. Learn about the critical role fund administrators play in ensuring the success and credibility of investment funds. Contact information for Richie May and Skyler Steinke is provided in the episode description. Background: Skyler Steinke is the Managing Director, USA at The Ascent Group, a global leader in fund administration specializing in traditional and digital asset funds. With over 20 years of industry experience, Skyler has been pivotal in launching and servicing many of the first digital asset funds since 2015, and has led over 200 digital asset funds and 300 public and private funds. A recognized expert in generative AI, blockchain, and fintech innovation, Skyler has successfully implemented AI-driven fund administration workflows and automated portfolio reconciliation processes, enhancing efficiency and scalability. Previously, he held leadership roles at DwellFi, Stonegate Global Fund Services, Trident Trust, Ultimus Fund Solutions, and Formidium, focusing on business development and technology integration. Skyler is also the co-founder and co-host of the Alt Funds Network Podcast, where he shares insights on alternative investments and the future of fund management. He holds a certification in Blockchain Technologies from MIT Sloan, a Series 3 FINRA license, and certifications in Generative AI Applications and machine learning. Description: In this episode of the Alt Funds Network, host Mike Schroeder sits down with Skyler Steinke, Managing Director of the US for the Ascend Group, to discuss the intricate world of fund administration. Sponsored by Richie May, which provides audit and tax services for alternative investment funds, this episode is part of a series aimed at emerging managers. Skyler explains the role of a fund administrator, the importance of net asset value (NAV), and the essential services provided such as accounting, investor servicing, AML/KYC, and treasury management. The discussion also touches on the evolving technology in fund administration, the unique challenges of managing different types of funds including crypto, and the best practices for emerging fund managers. Learn about the critical role fund administrators play in ensuring the success and credibility of investment funds. Contact information for Richie May and Skyler Steinke is provided in the episode description. starting a hege fund, how to start a crypto fund, legal services for a fund, starting a fund, vc fund adminstrator, how to start a hedge fund, the ascent group, new fund advice, starting a crytpo fund, hedge fund administrator, starting a venture capital fund, john araneo, new crypto fund advice, how to start a vc fund true full 137 584b402b-59d0-4bcc-a6ec-98ab8563b101 Fund Formation Attorney - 2026 Starting A Fund Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: svlasak@richeymay.com

 

Connect with John Araneo:

my email:       jaraneo@colefrieman.com

firm website:    www.colefrieman.com

my linkedin:     https://www.linkedin.com/in/john-t-araneo-58a1661/

X:             @JohnAraneo27

 

Timestamps: 
00:00 Introduction and Guest Welcome

00:42 Overview of Cole Freeman and Mallon

01:54 The Role of a Fund Formation Lawyer

03:57 Key Considerations in Fund Formation

07:40 Jurisdictional Choices for Fund Managers

12:36 Ongoing Legal Services for Fund Managers

15:16 Challenges in Digital Asset Funds

20:59 Cost Expectations for Fund Formation

24:00 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 15 Jan 2026 05:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder, John Araneo, Skyler Steinke) https://altfunds.io/episodes/starting-a-fund-2026-fund-formation-attorney-MsGHWl0d Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: svlasak@richeymay.com

 

Connect with John Araneo:

my email:       jaraneo@colefrieman.com

firm website:    www.colefrieman.com

my linkedin:     https://www.linkedin.com/in/john-t-araneo-58a1661/

X:             @JohnAraneo27

 

Timestamps: 
00:00 Introduction and Guest Welcome

00:42 Overview of Cole Freeman and Mallon

01:54 The Role of a Fund Formation Lawyer

03:57 Key Considerations in Fund Formation

07:40 Jurisdictional Choices for Fund Managers

12:36 Ongoing Legal Services for Fund Managers

15:16 Challenges in Digital Asset Funds

20:59 Cost Expectations for Fund Formation

24:00 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fund Formation Attorney - 2026 Starting A Fund Mike Schroeder, John Araneo, Skyler Steinke 00:24:28 Background: John Araneo is a partner at Cole-Frieman & Mallon LLP, advising digital asset and traditional fund managers on fund formation, regulatory compliance, and cybersecurity. A former co-founder of Align Managed Services, he pioneered a cybersecurity-compliant IT infrastructure for fund managers. John is a published author and frequent speaker, providing practical guidance to managers across digital and traditional asset classes. Description: In this episode of the Alt Funds Network podcast, hosts Mike Schroeder and Skyler Steinke talk with John Araneo, partner at Cole Frieman & Mallon, about the intricacies of fund formation. The discussion covers the role of a fund formation lawyer, the services provided by Cole Frieman & Mallon, and the essential steps and considerations in launching a fund. Araneo explains the importance of choosing the right jurisdiction, the challenges of working with digital asset funds, and the ongoing legal services provided to fund managers. The conversation also touches on cost considerations for fund formation and the value of selecting the right law firm. Sponsored by Richie May, this episode is a must-watch for anyone involved in or considering the launch of an investment fund. Background: John Araneo is a partner at Cole-Frieman & Mallon LLP, advising digital asset and traditional fund managers on fund formation, regulatory compliance, and cybersecurity. A former co-founder of Align Managed Services, he pioneered a cybersecurity-compliant IT infrastructure for fund managers. John is a published author and frequent speaker, providing practical guidance to managers across digital and traditional asset classes. Description: In this episode of the Alt Funds Network podcast, hosts Mike Schroeder and Skyler Steinke talk with John Araneo, partner at Cole Frieman & Mallon, about the intricacies of fund formation. The discussion covers the role of a fund formation lawyer, the services provided by Cole Frieman & Mallon, and the essential steps and considerations in launching a fund. Araneo explains the importance of choosing the right jurisdiction, the challenges of working with digital asset funds, and the ongoing legal services provided to fund managers. The conversation also touches on cost considerations for fund formation and the value of selecting the right law firm. Sponsored by Richie May, this episode is a must-watch for anyone involved in or considering the launch of an investment fund. starting a hege fund, how to start a crypto fund, legal services for a fund, starting a fund, how to start a hedge fund, cole frieman & mallon llp, vc fund lawyer, new fund advice, hedge fund lawyer, starting a crytpo fund, starting a venture capital fund, john araneo, new crypto fund advice, how to start a vc fund true full 136 8d6fd850-3b9c-4aff-8852-a890c09abd7f #135 Investing With In-Depth Financial Valuations & Analysis - Earl Yaokasin Of WealthArch Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ


Connect with Earl Yaokasin:

LinkedIn:linkedin.com/in/earl-jordan-yaokasin-cfa-7350ab4b

Facebook: https://www.facebook.com/earljordan.yaokasin

X: https://x.com/Earl_Jordan

Youtube: https://www.youtube.com/@WealthArchInvestmentServices


Timestamps: 
00:00 Introduction and Guest Welcome

00:57 Earl's Early Entrepreneurial Journey

02:20 Challenges and Hard Work in the US

04:45 Career Growth and Achievements

07:45 Starting Wealth Arch Investment Securities

11:21 Transitioning from Corporate to Entrepreneurship

16:03 Investment Strategies and Client Management

20:38 Detailed Investment Updates and Client Communication

25:45 Research Process and Daily Routine

26:38 Planning the Day with News and Research

27:01 Analyzing Netflix's Financial Projections

29:16 Current Stock Picks and Excitements

29:37 Vital Farms: A Deep Dive

33:27 Shift Four: The Payment Processor

36:31 PayPal's Long-Term Potential

38:19 AI and Nvidia's Future Prospects

42:35 Gold, Silver, and Cryptocurrency Insights

45:37 Energy Sector and GE Renova

47:57 Final Thoughts and Personal Insights

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Mon, 22 Dec 2025 06:00:00 +0000 mike.schroeder449@gmail.com (Earl Yaokasin, Mike Schroeder) https://altfunds.io/episodes/investing-with-in-depth-financial-valuations-analysis-earl-yaokasin-of-wealtharch-_booZ47v Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ


Connect with Earl Yaokasin:

LinkedIn:linkedin.com/in/earl-jordan-yaokasin-cfa-7350ab4b

Facebook: https://www.facebook.com/earljordan.yaokasin

X: https://x.com/Earl_Jordan

Youtube: https://www.youtube.com/@WealthArchInvestmentServices


Timestamps: 
00:00 Introduction and Guest Welcome

00:57 Earl's Early Entrepreneurial Journey

02:20 Challenges and Hard Work in the US

04:45 Career Growth and Achievements

07:45 Starting Wealth Arch Investment Securities

11:21 Transitioning from Corporate to Entrepreneurship

16:03 Investment Strategies and Client Management

20:38 Detailed Investment Updates and Client Communication

25:45 Research Process and Daily Routine

26:38 Planning the Day with News and Research

27:01 Analyzing Netflix's Financial Projections

29:16 Current Stock Picks and Excitements

29:37 Vital Farms: A Deep Dive

33:27 Shift Four: The Payment Processor

36:31 PayPal's Long-Term Potential

38:19 AI and Nvidia's Future Prospects

42:35 Gold, Silver, and Cryptocurrency Insights

45:37 Energy Sector and GE Renova

47:57 Final Thoughts and Personal Insights

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #135 Investing With In-Depth Financial Valuations & Analysis - Earl Yaokasin Of WealthArch Earl Yaokasin, Mike Schroeder 00:50:50 Background: Earl Yaokasin, CFA, is the founder of WealthArch Investment Services in Pasadena, CA, where he helps high-net-worth individuals and couples build wealth through value investing and personalized financial planning. With more than two decades of hands-on experience and a prestigious CFA designation, Earl blends the timeless principles of Warren Buffett with modern behavioral finance to help clients achieve financial independence. Description: Join Mike Schroeder in this engaging episode of the Alt Funds Network as he interviews Earl Yaokasin, CFA, founder of Wealth Arch Investment Securities. Earl shares his journey from the Philippines to the US, detailing his entrepreneurial spirit and career growth. He reveals his unique investment strategies that combine Warren Buffett's principles with Modern Behavioral Finance, discusses his favorite stocks like Vital Farms and Shift Four, and provides insights into effective investment management. Learn how Earl's client-focused approach and in-depth research help achieve financial independence. Don't miss out on his valuable advice for aspiring investors! Background: Earl Yaokasin, CFA, is the founder of WealthArch Investment Services in Pasadena, CA, where he helps high-net-worth individuals and couples build wealth through value investing and personalized financial planning. With more than two decades of hands-on experience and a prestigious CFA designation, Earl blends the timeless principles of Warren Buffett with modern behavioral finance to help clients achieve financial independence. Description: Join Mike Schroeder in this engaging episode of the Alt Funds Network as he interviews Earl Yaokasin, CFA, founder of Wealth Arch Investment Securities. Earl shares his journey from the Philippines to the US, detailing his entrepreneurial spirit and career growth. He reveals his unique investment strategies that combine Warren Buffett's principles with Modern Behavioral Finance, discusses his favorite stocks like Vital Farms and Shift Four, and provides insights into effective investment management. Learn how Earl's client-focused approach and in-depth research help achieve financial independence. Don't miss out on his valuable advice for aspiring investors! warren buffett, finance, investment, fundamental analysis true full 135 d909c081-5b2f-4083-97e8-ebfb9266f64e #134 Tad Fallows & Matt Shechtman, Long Angle - Private Market Investments and Community Building Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Tad Fallows & Matt Shechtman:

Website: https://www.longangle.com/

Tad Fallows: https://www.linkedin.com/in/fallows/   

Matt Shechtman: https://www.linkedin.com/in/msheck/

 

Timestamps: 
00:00 Introduction to Long Angle Community

03:25 Meet the Founders: Tad and Matt

03:59 The Genesis of Long Angle

05:15 Community Growth and Member Demographics

05:55 Private Market Investments and Member Benefits

12:48 Maintaining Quality and Due Diligence

18:51 Investment Strategies and Member Insights

27:16 Digital Natives and Financial Comfort

28:15 Dissatisfaction with Financial Advisors

30:17 Asset Allocation Insights

32:22 Satisfaction Ratings and Personal Trainers

36:05 Wealth as an Asset for Children

37:02 Estate Planning and Golden Visas

41:02 Key Takeaways for New Wealth

43:17 Building the Long Angle Community

47:26 Future of Long Angle

49:28 In-Person Meetings and Community Culture

52:09 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 5 Dec 2025 05:50:00 +0000 mike.schroeder449@gmail.com (Tad Fallows, Matt Shechtman, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/134-private-market-investments-and-community-building-with-long-angle-KTbg0s_k Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Tad Fallows & Matt Shechtman:

Website: https://www.longangle.com/

Tad Fallows: https://www.linkedin.com/in/fallows/   

Matt Shechtman: https://www.linkedin.com/in/msheck/

 

Timestamps: 
00:00 Introduction to Long Angle Community

03:25 Meet the Founders: Tad and Matt

03:59 The Genesis of Long Angle

05:15 Community Growth and Member Demographics

05:55 Private Market Investments and Member Benefits

12:48 Maintaining Quality and Due Diligence

18:51 Investment Strategies and Member Insights

27:16 Digital Natives and Financial Comfort

28:15 Dissatisfaction with Financial Advisors

30:17 Asset Allocation Insights

32:22 Satisfaction Ratings and Personal Trainers

36:05 Wealth as an Asset for Children

37:02 Estate Planning and Golden Visas

41:02 Key Takeaways for New Wealth

43:17 Building the Long Angle Community

47:26 Future of Long Angle

49:28 In-Person Meetings and Community Culture

52:09 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #134 Tad Fallows & Matt Shechtman, Long Angle - Private Market Investments and Community Building Tad Fallows, Matt Shechtman, Skyler Steinke, Mike Schroeder 00:53:21 Background: Tad Fallows is the Managing Director at Long Angle, a private community of hundreds of high-net-worth investors sharing insights, due diligence, and access to the best opportunities in private markets. Matt Shechtman is the CEO and Co-Founder of Long Angle, a members-only community helping high-net-worth investors make smarter investment decisions through collective intelligence and access to curated private opportunities. Description:In this episode, hosts Mike Schroeder and Skyler Steinke from Alt Funds Network are joined by Tad Fallows and Matt Shechtman from Long Angle, a members-only community for high net worth individuals. They discuss the unique structure and benefits of Long Angle, including access to private market investments, due diligence processes, and the importance of community for wealthy individuals. The conversation also touches on trends among their members, such as the lack of wealth advisors, investment preferences, and the significance of quality of life improvements. Tune in to learn more about how Long Angle helps its members navigate complex financial and personal challenges. Background: Tad Fallows is the Managing Director at Long Angle, a private community of hundreds of high-net-worth investors sharing insights, due diligence, and access to the best opportunities in private markets. Matt Shechtman is the CEO and Co-Founder of Long Angle, a members-only community helping high-net-worth investors make smarter investment decisions through collective intelligence and access to curated private opportunities. Description:In this episode, hosts Mike Schroeder and Skyler Steinke from Alt Funds Network are joined by Tad Fallows and Matt Shechtman from Long Angle, a members-only community for high net worth individuals. They discuss the unique structure and benefits of Long Angle, including access to private market investments, due diligence processes, and the importance of community for wealthy individuals. The conversation also touches on trends among their members, such as the lack of wealth advisors, investment preferences, and the significance of quality of life improvements. Tune in to learn more about how Long Angle helps its members navigate complex financial and personal challenges. asset allocation insights, financial comfort, community culture, private market investment, long angle, investment strategies true full 134 46c5cb3a-5e51-4302-84aa-322f27379b4c #133 Oktay Kavrak, Leverage Shares - Leveraged ETFs and Income Products Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Oktay Kavrak:

Website: https://leverageshares.com/en-eu/

X: https://x.com/OKavrak

LinkedIn: linkedin.com/in/kavrak

 

Timestamps:

00:00 Introduction and Overview

00:23 Leveraged Products and Market Trends

01:05 Educational Aspects of Leveraged Products

02:07 Interview with Octe: Leverage Shares

02:34 The Concept of Single Stock ETFs

04:17 Growth and Popularity of Leveraged Shares

04:51 Understanding ETPs in Europe

06:58 Regulatory Challenges and Market Adaptation

08:36 Options Income ETFs and Target Audience

12:40 Mechanics of Leveraged ETFs

15:07 European Market Nuances

16:50 Traction and Popularity of Leveraged Products

17:28 Finding the Sweet Spot in Leverage

18:18 Popular Leveraged Products

18:55 Art and Science of Stock Selection

20:04 White Label Platform for ETFs

22:07 Criteria for Partner Selection

24:19 Challenges in European Distribution

26:35 Innovative Income Products

29:50 Structuring Options Income Products

33:40 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 14 Nov 2025 05:00:00 +0000 mike.schroeder449@gmail.com (Oktay Kavrak, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/133-oktay-kavrak-leverage-shares-leveraged-etfs-and-income-products-PhAFTkfq Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Oktay Kavrak:

Website: https://leverageshares.com/en-eu/

X: https://x.com/OKavrak

LinkedIn: linkedin.com/in/kavrak

 

Timestamps:

00:00 Introduction and Overview

00:23 Leveraged Products and Market Trends

01:05 Educational Aspects of Leveraged Products

02:07 Interview with Octe: Leverage Shares

02:34 The Concept of Single Stock ETFs

04:17 Growth and Popularity of Leveraged Shares

04:51 Understanding ETPs in Europe

06:58 Regulatory Challenges and Market Adaptation

08:36 Options Income ETFs and Target Audience

12:40 Mechanics of Leveraged ETFs

15:07 European Market Nuances

16:50 Traction and Popularity of Leveraged Products

17:28 Finding the Sweet Spot in Leverage

18:18 Popular Leveraged Products

18:55 Art and Science of Stock Selection

20:04 White Label Platform for ETFs

22:07 Criteria for Partner Selection

24:19 Challenges in European Distribution

26:35 Innovative Income Products

29:50 Structuring Options Income Products

33:40 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #133 Oktay Kavrak, Leverage Shares - Leveraged ETFs and Income Products Oktay Kavrak, Mike Schroeder, Skyler Steinke 00:34:37 Background: Oktay Kavrak is the Head of Communications & Strategy at Leverage Shares and IncomeShares, where he’s helped bring some of Europe’s most innovative ETFs to market. He’s passionate about bridging the gap between innovative products and the investors who use them. Description: Join hosts Mike Schroer and Skyler Steinke as they dive into an engaging conversation with Octay, the head of communications strategy at Leverage Shares. Discover how the company has innovated the ETF market with leveraged and income-based products, including single stock ETFs and the latest in options income ETFs. Learn about the complexities and strategies behind these financial instruments, the challenges faced in the European market, and how Leverage Shares addresses investor education. If you’re curious about leveraged investing, this episode is a must-watch! Background: Oktay Kavrak is the Head of Communications & Strategy at Leverage Shares and IncomeShares, where he’s helped bring some of Europe’s most innovative ETFs to market. He’s passionate about bridging the gap between innovative products and the investors who use them. Description: Join hosts Mike Schroer and Skyler Steinke as they dive into an engaging conversation with Octay, the head of communications strategy at Leverage Shares. Discover how the company has innovated the ETF market with leveraged and income-based products, including single stock ETFs and the latest in options income ETFs. Learn about the complexities and strategies behind these financial instruments, the challenges faced in the European market, and how Leverage Shares addresses investor education. If you’re curious about leveraged investing, this episode is a must-watch! market adaptation, income products, white label platform, european distribution, stock selection, etf true full 133 20fb0d4c-16cf-4c0a-a47a-a66de98ea49b #132 Patrick Wood, Delphx Capital - Hedging DATS and Institutional Digital Asset Portfolios Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Patrick Wood:

Website: https://www.delphx.com/
 

Timestamps:
00:00 Introduction and Overview

02:14 Guest Introduction: Patrick Wood

02:35 Patrick's Background and Career Journey

03:21 Challenges and Opportunities in Capital Markets

05:07 Delphx Capital Markets: The Early Days

06:47 Innovating in Credit Markets

09:28 Delphx's Unique Product Offering

12:45 Hedging Strategies for Crypto Treasuries

16:39 Market Dynamics and Risk Management

20:54 Mechanics of the Hedge Product

27:14 Hedge Funds and Treasury Strategies

28:15 Transparency and Risk Management

29:31 Institutional Investor Products

30:20 Market Timing and Treasury Management

33:28 Private Placement and Future Innovations

39:34 Challenges in the Current Market

47:34 Final Thoughts and Contact Information
 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 7 Nov 2025 14:15:18 +0000 mike.schroeder449@gmail.com (Patrick Wood, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/132-patrick-wood-delphx-capital-hedging-dats-and-institutional-digital-asset-portfolios-zp2bJaiG Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Patrick Wood:

Website: https://www.delphx.com/
 

Timestamps:
00:00 Introduction and Overview

02:14 Guest Introduction: Patrick Wood

02:35 Patrick's Background and Career Journey

03:21 Challenges and Opportunities in Capital Markets

05:07 Delphx Capital Markets: The Early Days

06:47 Innovating in Credit Markets

09:28 Delphx's Unique Product Offering

12:45 Hedging Strategies for Crypto Treasuries

16:39 Market Dynamics and Risk Management

20:54 Mechanics of the Hedge Product

27:14 Hedge Funds and Treasury Strategies

28:15 Transparency and Risk Management

29:31 Institutional Investor Products

30:20 Market Timing and Treasury Management

33:28 Private Placement and Future Innovations

39:34 Challenges in the Current Market

47:34 Final Thoughts and Contact Information
 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #132 Patrick Wood, Delphx Capital - Hedging DATS and Institutional Digital Asset Portfolios Patrick Wood, Skyler Steinke, Mike Schroeder 00:48:38 Background: Patrick Wood is the CEO of DelphX Capital Markets, pioneering regulated structures that bring Wall Street-grade risk management to digital assets and fixed income. A 25-year markets veteran, he’s focused on bridging traditional finance with the future of institutional crypto. Patrick is a seasoned financial markets expert and visionary, with over 25 years of experience transforming the capital markets landscape across North America. As CEO of DCM Inc., Patrick is leading the charge in financial innovation with the world’s first Credit Rating Security (QCS), launched in March 2023—a breakthrough designed to bring institutional-grade governance, risk transfer, and return potential to fixed income portfolios. Description: In this episode of the All Funds Network podcast, hosts Mike Schroeder and Skyler Steinke engage in a deep dive with Patrick Wood, CEO of Delphx Capital Markets. They explore Delphx's innovative hedging products, which are particularly aimed at institutional investors and family offices. The conversation covers everything from protecting against downgrades in the debt market to applying these principles to the burgeoning field of crypto treasuries. Patrick shares insights on the history and future of Delphx, the necessity of risk management in modern financial treasuries, and the potential for tokenizing private placements using NFTs. Tune in to understand how Delphx aims to revolutionize Wall Street's approach to innovation and risk. Background: Patrick Wood is the CEO of DelphX Capital Markets, pioneering regulated structures that bring Wall Street-grade risk management to digital assets and fixed income. A 25-year markets veteran, he’s focused on bridging traditional finance with the future of institutional crypto. Patrick is a seasoned financial markets expert and visionary, with over 25 years of experience transforming the capital markets landscape across North America. As CEO of DCM Inc., Patrick is leading the charge in financial innovation with the world’s first Credit Rating Security (QCS), launched in March 2023—a breakthrough designed to bring institutional-grade governance, risk transfer, and return potential to fixed income portfolios. Description: In this episode of the All Funds Network podcast, hosts Mike Schroeder and Skyler Steinke engage in a deep dive with Patrick Wood, CEO of Delphx Capital Markets. They explore Delphx's innovative hedging products, which are particularly aimed at institutional investors and family offices. The conversation covers everything from protecting against downgrades in the debt market to applying these principles to the burgeoning field of crypto treasuries. Patrick shares insights on the history and future of Delphx, the necessity of risk management in modern financial treasuries, and the potential for tokenizing private placements using NFTs. Tune in to understand how Delphx aims to revolutionize Wall Street's approach to innovation and risk. crypto, innovative hedge, hedge product, treasury management, treasury strategies true full 132 dd39e5fc-e037-494f-ba9b-9d51210704fd #131 Yvonne Newlands, Trekka - Harnessing AI in Fund Admin Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Yvonne Newlands:

Website: https://www.trekka.ai/

 

Timestamps:
00:00 Introduction and Initial Thoughts on AI in Fund Administration

01:42 Welcoming Yvonne Newlands to the Podcast

02:17 Yvonne's Background and Journey into AI

03:51 Challenges and Hesitations in AI Adoption

06:48 First Steps and Opportunities in AI Implementation

11:09 Specific AI Use Cases in Fund Administration

21:58 Addressing Concerns and Ensuring AI Reliability

25:34 Building Effective AI Workflows

32:58 Future Roadmap and Collaboration with Clients

36:02 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 31 Oct 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Yvonne Newlands, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/131-yvonne-newlands-trekka-harnessing-ai-in-fund-admin-VlsLd2Rq Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Yvonne Newlands:

Website: https://www.trekka.ai/

 

Timestamps:
00:00 Introduction and Initial Thoughts on AI in Fund Administration

01:42 Welcoming Yvonne Newlands to the Podcast

02:17 Yvonne's Background and Journey into AI

03:51 Challenges and Hesitations in AI Adoption

06:48 First Steps and Opportunities in AI Implementation

11:09 Specific AI Use Cases in Fund Administration

21:58 Addressing Concerns and Ensuring AI Reliability

25:34 Building Effective AI Workflows

32:58 Future Roadmap and Collaboration with Clients

36:02 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #131 Yvonne Newlands, Trekka - Harnessing AI in Fund Admin Yvonne Newlands, Mike Schroeder, Skyler Steinke 00:33:37 Background: Yvonne is Co-Founder and Managing Partner at Trekka, where she guides asset managers and fund services providers through AI transformation. With 15+ years of Big 4 consulting and hands-on AI implementation, she helps asset management organizations unlock both efficiency and growth. Description:In this episode of the Alt Funds Podcast, hosts Skyler Steinke and Mike Schroeder sit down with Yvonne Newlands, co-founder and managing partner at Trekka.ai, to discuss the transformative power of AI in the asset management industry. They delve into Yvonne's extensive background in consulting and AI implementation, the unique challenges the industry faces with AI adoption, and specific use cases such as DDQs, personalized investor outreach, and position reconciliation. Yvonne also shares insights on building AI-first organizations, the importance of executive buy-in, and examples from her hands-on experience with AI workflows. Tune in to discover how AI can significantly enhance both efficiency and growth in asset management. Background: Yvonne is Co-Founder and Managing Partner at Trekka, where she guides asset managers and fund services providers through AI transformation. With 15+ years of Big 4 consulting and hands-on AI implementation, she helps asset management organizations unlock both efficiency and growth. Description:In this episode of the Alt Funds Podcast, hosts Skyler Steinke and Mike Schroeder sit down with Yvonne Newlands, co-founder and managing partner at Trekka.ai, to discuss the transformative power of AI in the asset management industry. They delve into Yvonne's extensive background in consulting and AI implementation, the unique challenges the industry faces with AI adoption, and specific use cases such as DDQs, personalized investor outreach, and position reconciliation. Yvonne also shares insights on building AI-first organizations, the importance of executive buy-in, and examples from her hands-on experience with AI workflows. Tune in to discover how AI can significantly enhance both efficiency and growth in asset management. finance, ai, ai workflow, fund administration true full 131 540fa800-a547-44d1-8522-2f49f24627ce #130 Kim Daly, The Daly Coach - Achieving Financial Freedom Through Franchising and Mindset Mastery with Kim Daly Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk


👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ


Connect with Kim Daly:
Company Website: www.TheDalyCoach.com 
LinkedIn: https://www.linkedin.com/in/dalykim

Facebook: https://www.facebook.com/createwealththrufranchising/ 
Instagram: https://www.instagram.com/thedalycoach/?hl=en


Timestamps: 
00:00 Introduction and Initial Thoughts

00:06 Diving into Franchising

03:17 Kim's Journey into Franchising

06:46 Success Stories and Lessons Learned

10:49 Understanding the Franchise Model

21:26 Mindset and Personal Growth

32:04 Franchise Opportunities and Pitfalls

35:52 The Power of Franchising: Equipment and Support

37:41 The Value of Brand Recognition

40:20 Economic Resilience of Franchises

45:06 Funding Your Franchise

49:22 The Intersection of Health and Business

55:37 Mindset and Quantum Physics in Business

01:00:28 Achieving and Redefining Success

01:06:45 Upcoming Projects and Final Thoughts
 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 17 Oct 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Kim Daly, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/130-kim-daly-the-daly-coach-achieving-financial-freedom-through-franchising-and-mindset-mastery-with-kim-daly-WWqCMVyo Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk


👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ


Connect with Kim Daly:
Company Website: www.TheDalyCoach.com 
LinkedIn: https://www.linkedin.com/in/dalykim

Facebook: https://www.facebook.com/createwealththrufranchising/ 
Instagram: https://www.instagram.com/thedalycoach/?hl=en


Timestamps: 
00:00 Introduction and Initial Thoughts

00:06 Diving into Franchising

03:17 Kim's Journey into Franchising

06:46 Success Stories and Lessons Learned

10:49 Understanding the Franchise Model

21:26 Mindset and Personal Growth

32:04 Franchise Opportunities and Pitfalls

35:52 The Power of Franchising: Equipment and Support

37:41 The Value of Brand Recognition

40:20 Economic Resilience of Franchises

45:06 Funding Your Franchise

49:22 The Intersection of Health and Business

55:37 Mindset and Quantum Physics in Business

01:00:28 Achieving and Redefining Success

01:06:45 Upcoming Projects and Final Thoughts
 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #130 Kim Daly, The Daly Coach - Achieving Financial Freedom Through Franchising and Mindset Mastery with Kim Daly Kim Daly, Mike Schroeder, Skyler Steinke 01:09:49 Background: Kim Daly built the largest franchise consulting business in history—powered by a millionaire mindset and a mission to help others create the life they’ve always dreamed of. For over 20 years, Kim Daly has inspired thousands to achieve financial freedom through franchising. As a top franchise consultant, host of KimDaly.tv, host of the Create Wealth Through Franchising Podcast, and founder of The Zee Suite™, Kim is here to debunk the myths of franchising—it’s not just fast food and storefronts—and show how anyone can become a wildly successful Franchisepreneur without prior business experience. Description: In this episode, we sit down with Kim Daly, one of America's top franchise consultants, to discuss the ins and outs of franchising and the mindset required to succeed in business. Kim shares her journey from a nutritional biochemist to a motivational speaker and successful franchise consultant. She provides expert insights on choosing the right franchise, funding options, and how to avoid common pitfalls. Additionally, Kim delves into the importance of mindset in achieving financial freedom and personal growth. Tune in to learn how you can become unemployable and financially free by leveraging the power of franchising and a positive mindset. Background: Kim Daly built the largest franchise consulting business in history—powered by a millionaire mindset and a mission to help others create the life they’ve always dreamed of. For over 20 years, Kim Daly has inspired thousands to achieve financial freedom through franchising. As a top franchise consultant, host of KimDaly.tv, host of the Create Wealth Through Franchising Podcast, and founder of The Zee Suite™, Kim is here to debunk the myths of franchising—it’s not just fast food and storefronts—and show how anyone can become a wildly successful Franchisepreneur without prior business experience. Description: In this episode, we sit down with Kim Daly, one of America's top franchise consultants, to discuss the ins and outs of franchising and the mindset required to succeed in business. Kim shares her journey from a nutritional biochemist to a motivational speaker and successful franchise consultant. She provides expert insights on choosing the right franchise, funding options, and how to avoid common pitfalls. Additionally, Kim delves into the importance of mindset in achieving financial freedom and personal growth. Tune in to learn how you can become unemployable and financially free by leveraging the power of franchising and a positive mindset. franchising, financial freedom, coach, business, entrepreneur, opportunities, personal growth true full 130 e3d346de-6b5c-431d-bdac-23373286fbf3 129 Robert Grzesik, BotSpot - Trading with AI Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Robert Grzesik:

Company Website: https://botspot.trade/ 
Youtube: https://www.youtube.com/c/Lumiwealth   
Facebook: https://www.facebook.com/lumiwealth/   
X: https://x.com/lumiwealth

 

Timestamps: 

00:00 Introduction and Recap of Previous Episode

01:44 Welcome to the Alt Funds Network Podcast

02:06 Robert Grzesik's Early Coding Journey

03:07 From Video Games to Business Ventures

04:41 Transition to Finance and Wall Street

06:19 The Birth of Lumi Wealth and Bots Spot

07:10 Introduction to Vibe Coding and Trading Strategies

12:55 Creating and Testing AI Trading Strategies

25:46 Backtesting and Analyzing Trading Strategies

29:29 Analyzing Risk and Performance Metrics

29:51 Exploring Detailed Analytics and Tools

30:42 CSV Files and Trading View Charts

32:57 Connecting and Trading with Brokers

35:56 AI Strategy Optimization

39:07 Marketplace for Trading Strategies

45:35 Future of AI in Trading

51:10 Vibe Coding and AI in Software Development

54:07 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 10 Oct 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Robert Grzesik, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/129-robert-grzesik-botspot-trading-with-ai-i4OZnbH_ Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Robert Grzesik:

Company Website: https://botspot.trade/ 
Youtube: https://www.youtube.com/c/Lumiwealth   
Facebook: https://www.facebook.com/lumiwealth/   
X: https://x.com/lumiwealth

 

Timestamps: 

00:00 Introduction and Recap of Previous Episode

01:44 Welcome to the Alt Funds Network Podcast

02:06 Robert Grzesik's Early Coding Journey

03:07 From Video Games to Business Ventures

04:41 Transition to Finance and Wall Street

06:19 The Birth of Lumi Wealth and Bots Spot

07:10 Introduction to Vibe Coding and Trading Strategies

12:55 Creating and Testing AI Trading Strategies

25:46 Backtesting and Analyzing Trading Strategies

29:29 Analyzing Risk and Performance Metrics

29:51 Exploring Detailed Analytics and Tools

30:42 CSV Files and Trading View Charts

32:57 Connecting and Trading with Brokers

35:56 AI Strategy Optimization

39:07 Marketplace for Trading Strategies

45:35 Future of AI in Trading

51:10 Vibe Coding and AI in Software Development

54:07 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> 129 Robert Grzesik, BotSpot - Trading with AI Robert Grzesik, Mike Schroeder, Skyler Steinke 00:55:38 Background: Robert Grzesik (gresik), CEO of Lumiwealth/BotSpot Description: In this episode of the Alt Funds Network podcast, hosts Mike Schroeder and Skyler Steinke sit down with Robert Grzesik, CEO of Lumi Wealth and BotSpot, to discuss the future of automated trading. Robert shares insights on how artificial intelligence (AI) is transforming the trading industry. He recounts his journey from a young coder interested in video games to founding his own AI-driven trading platform. They explore the capabilities of BotSpot, a tool that allows users to create, backtest, and deploy trading strategies using AI. Robert walks through a live demo showcasing how easy it is to set up and run an AI trading strategy, explains the concept of 'vibe coding,' and shares future plans for the platform. This episode is a deep dive into how AI can revolutionize trading and investment management, providing both retail and institutional investors with advanced tools to enhance their strategies. Background: Robert Grzesik (gresik), CEO of Lumiwealth/BotSpot Description: In this episode of the Alt Funds Network podcast, hosts Mike Schroeder and Skyler Steinke sit down with Robert Grzesik, CEO of Lumi Wealth and BotSpot, to discuss the future of automated trading. Robert shares insights on how artificial intelligence (AI) is transforming the trading industry. He recounts his journey from a young coder interested in video games to founding his own AI-driven trading platform. They explore the capabilities of BotSpot, a tool that allows users to create, backtest, and deploy trading strategies using AI. Robert walks through a live demo showcasing how easy it is to set up and run an AI trading strategy, explains the concept of 'vibe coding,' and shares future plans for the platform. This episode is a deep dive into how AI can revolutionize trading and investment management, providing both retail and institutional investors with advanced tools to enhance their strategies. finance, ai, coding, trading strategies, botspot, trading, alt funds network true full 129 c3992b04-a96d-4bde-a074-c68e169f94b8 #128 Mikkel Thorup, Expat Money - Global Wealth and Asset Protection Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Mikkel Thorup:

Website:

 

Timestamps: 

00:00 Introduction and Episode Overview

02:13 Guest Introduction: Mikkel Thorup

03:05 Mikkel's Background and Early Life

05:31 Global Travel and Family Life

08:55 Business and Services Overview

11:09 Client Profiles and Common Scenarios

15:13 Popular Jurisdictions and Trends

18:17 Citizenship by Ancestry and Investment

24:07 Benefits of a Second Passport

29:46 Common Mistakes and Expert Advice

33:20 Key Steps for Starting Out

33:39 The Importance of Offshore Investments

33:59 Real Estate Strategies and Preferences

35:34 Managing and Structuring Real Estate Investments

38:28 Tax Responsibilities for US and Canadian Citizens

39:56 Financing and Purchasing Property Abroad

44:08 Navigating International Real Estate Markets

46:38 Challenges and Pitfalls in International Real Estate

50:12 Emotional Aspects of Moving Abroad

52:40 Educational Options for Expat Children

57:19 Family Legacy and Values

59:50 Favorite Travel Experiences and Final Thoughts

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 2 Oct 2025 05:14:24 +0000 mike.schroeder449@gmail.com (Mikkel Thorup, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/128-mikkel-thorup-expat-money-global-wealth-and-asset-protection-TX___Dw6 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Mikkel Thorup:

Website:

 

Timestamps: 

00:00 Introduction and Episode Overview

02:13 Guest Introduction: Mikkel Thorup

03:05 Mikkel's Background and Early Life

05:31 Global Travel and Family Life

08:55 Business and Services Overview

11:09 Client Profiles and Common Scenarios

15:13 Popular Jurisdictions and Trends

18:17 Citizenship by Ancestry and Investment

24:07 Benefits of a Second Passport

29:46 Common Mistakes and Expert Advice

33:20 Key Steps for Starting Out

33:39 The Importance of Offshore Investments

33:59 Real Estate Strategies and Preferences

35:34 Managing and Structuring Real Estate Investments

38:28 Tax Responsibilities for US and Canadian Citizens

39:56 Financing and Purchasing Property Abroad

44:08 Navigating International Real Estate Markets

46:38 Challenges and Pitfalls in International Real Estate

50:12 Emotional Aspects of Moving Abroad

52:40 Educational Options for Expat Children

57:19 Family Legacy and Values

59:50 Favorite Travel Experiences and Final Thoughts

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #128 Mikkel Thorup, Expat Money - Global Wealth and Asset Protection Mikkel Thorup, Skyler Steinke, Mike Schroeder 01:04:42 Background: Mikkel Thorup, Founder and CEO of Expat Money®, helps high-net-worth clients legally reduce taxes, secure second residencies or citizenships, and invest in global assets. A multiple #1 bestselling author and host of The Expat Money Show, he has spent over two decades living the expat lifestyle, studying extensively, and working alongside top legal experts to help hundreds of clients build new lives abroad. Description: Welcome to another episode of the Alt Funds Network podcast! Join hosts Mike Schroeder and Skyler Steinke as they engage in an enlightening conversation with Mikkel Thorup, founder and CEO of Expat Money. In this episode, Mikkel shares his fascinating journey of overcoming educational challenges, traveling extensively, and building wealth internationally. Learn about the benefits of obtaining a second passport, investing in foreign real estate, and crafting a global plan B. Mikkel discusses his strategies for legally reducing taxes, securing international assets, and providing a global lifestyle for his family. Don't miss insights on political insurance, the advantages of expatriation, and the unique opportunities for personal and financial freedom abroad. Background: Mikkel Thorup, Founder and CEO of Expat Money®, helps high-net-worth clients legally reduce taxes, secure second residencies or citizenships, and invest in global assets. A multiple #1 bestselling author and host of The Expat Money Show, he has spent over two decades living the expat lifestyle, studying extensively, and working alongside top legal experts to help hundreds of clients build new lives abroad. Description: Welcome to another episode of the Alt Funds Network podcast! Join hosts Mike Schroeder and Skyler Steinke as they engage in an enlightening conversation with Mikkel Thorup, founder and CEO of Expat Money. In this episode, Mikkel shares his fascinating journey of overcoming educational challenges, traveling extensively, and building wealth internationally. Learn about the benefits of obtaining a second passport, investing in foreign real estate, and crafting a global plan B. Mikkel discusses his strategies for legally reducing taxes, securing international assets, and providing a global lifestyle for his family. Don't miss insights on political insurance, the advantages of expatriation, and the unique opportunities for personal and financial freedom abroad. tax, finance, expat living, tax responsibilities, investment, expat money, wealth, alt funds network true full 128 efc972ca-560a-4510-9f4f-82af3cf261a5 #127 Zac Townsend, Meanwhile - Innovating Life Insurance with Bitcoin Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Zac Townsend:

Twitter: @zactownsend, @meanwhilelife 

LinkedIn: linkedin.com/in/zactownsend 
Website: https://meanwhile.bm/

 

Timestamps: 

00:00 Introduction to the Alt Funds Network Podcast

00:02 Meet Zach Townsend: Co-Founder and CEO of Meanwhile

00:18 The Concept of Bitcoin-Denominated Life Insurance

01:08 Bitcoin Life Insurance: Regulatory and Market Insights

01:31 Diving into Bitcoin Life Insurance Benefits

03:02 Zach's Journey: From FinTech to Bitcoin Life Insurance

06:34 The Genesis of Meanwhile: A Bitcoin Life Insurance Company

10:27 Understanding the Product and Its Users

17:15 Mechanics of Bitcoin Life Insurance Policies

21:32 Starting an Insurance Company: Challenges and Insights

22:21 Choosing Bermuda for Insurance Approval

23:09 Launching the First Policies

23:44 Raising Capital and Investing in Bitcoin

25:35 Custody and Security Measures

27:22 Lending Bitcoin and Managing Risks

34:24 Tax Implications and Policy Loans

42:00 Future Roadmap and Expansion Plans

43:57 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 25 Sep 2025 04:03:05 +0000 mike.schroeder449@gmail.com (Zac Townsend, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/127-zac-townsend-meanwhile-innovating-life-insurance-with-bitcoin-1SEpcTTK Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Zac Townsend:

Twitter: @zactownsend, @meanwhilelife 

LinkedIn: linkedin.com/in/zactownsend 
Website: https://meanwhile.bm/

 

Timestamps: 

00:00 Introduction to the Alt Funds Network Podcast

00:02 Meet Zach Townsend: Co-Founder and CEO of Meanwhile

00:18 The Concept of Bitcoin-Denominated Life Insurance

01:08 Bitcoin Life Insurance: Regulatory and Market Insights

01:31 Diving into Bitcoin Life Insurance Benefits

03:02 Zach's Journey: From FinTech to Bitcoin Life Insurance

06:34 The Genesis of Meanwhile: A Bitcoin Life Insurance Company

10:27 Understanding the Product and Its Users

17:15 Mechanics of Bitcoin Life Insurance Policies

21:32 Starting an Insurance Company: Challenges and Insights

22:21 Choosing Bermuda for Insurance Approval

23:09 Launching the First Policies

23:44 Raising Capital and Investing in Bitcoin

25:35 Custody and Security Measures

27:22 Lending Bitcoin and Managing Risks

34:24 Tax Implications and Policy Loans

42:00 Future Roadmap and Expansion Plans

43:57 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #127 Zac Townsend, Meanwhile - Innovating Life Insurance with Bitcoin Zac Townsend, Skyler Steinke, Mike Schroeder 00:45:43 Background: Zac Townsend is the Founder and CEO of Meanwhile, the world’s first Bitcoin-denominated life insurance company, reimagining how we protect and pass down wealth in a digital age. Description: Join hosts Mike Schroeder and Skyler Steinke as they sit down with Zach Townsend, co-founder and CEO of Meanwhile, the world's first Bitcoin-denominated life insurance company. In this episode, Zach delves into his background in FinTech, the inception of Meanwhile, and how the company navigates the intersection of traditional life insurance and Bitcoin. Learn about the company's regulatory journey, customer base, investment strategies, and the unique benefits of holding life insurance in Bitcoin. Zach also discusses the challenges of starting an insurance company, the role of custodians, tax implications, and future roadmaps for Meanwhile. If you're interested in Bitcoin, life insurance, or both, this episode is packed with insights you won't want to miss. Visit Meanwhile.fm to learn more and get started with Bitcoin-denominated life insurance. Background: Zac Townsend is the Founder and CEO of Meanwhile, the world’s first Bitcoin-denominated life insurance company, reimagining how we protect and pass down wealth in a digital age. Description: Join hosts Mike Schroeder and Skyler Steinke as they sit down with Zach Townsend, co-founder and CEO of Meanwhile, the world's first Bitcoin-denominated life insurance company. In this episode, Zach delves into his background in FinTech, the inception of Meanwhile, and how the company navigates the intersection of traditional life insurance and Bitcoin. Learn about the company's regulatory journey, customer base, investment strategies, and the unique benefits of holding life insurance in Bitcoin. Zach also discusses the challenges of starting an insurance company, the role of custodians, tax implications, and future roadmaps for Meanwhile. If you're interested in Bitcoin, life insurance, or both, this episode is packed with insights you won't want to miss. Visit Meanwhile.fm to learn more and get started with Bitcoin-denominated life insurance. bitcoin, tax implications, tax, meanwhile, life insurance, townsend, alt funds network true full 127 4954ebdb-a8f7-4169-89ad-158b9a8040c7 #126 Patrick Clancy, Otto - Innovation & Real Time Investment Tracking Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Patrick Clancy:
Company Website: www.ottodigital.io

LinkedIn: https://www.linkedin.com/company/mg-stover-llc/

Twitter: https://x.com/mgstoverco?lang=en

Youtube: https://www.youtube.com/channel/UC9OBGiCDIlpttaqguu1ypKg

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:39 Pat Clancy's Background and Crypto Journey

03:07 Early Crypto Experiences and Challenges

04:28 Transition to Digital Asset Practice

06:02 MG Stover and Fund Administration

16:22 Custody Market Evolution

23:34 Introduction to Auto and Its Mission

28:26 Operational Challenges in Fund Management

28:43 The Importance of Middleware in Automation

29:47 Decimal Points and Financial Reporting Nuances

31:27 Surprising Insights from Portfolio Management

36:26 The Complexity of Staking Data

37:14 Unique Partnerships and Compliance

40:17 Challenges in Staking Reporting

45:29 Exciting Market Trends and Investments

50:11 The Future of Stablecoins and Identity Proof

54:46 The Airstream Lifestyle and Remote Work

56:34 Connecting with Auto and Upcoming Events

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 12 Sep 2025 06:47:27 +0000 mike.schroeder449@gmail.com (Patrick Clancy, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/126-patrick-clancy-otto-innovation-real-time-investment-tracking-6nUFCLlE Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Patrick Clancy:
Company Website: www.ottodigital.io

LinkedIn: https://www.linkedin.com/company/mg-stover-llc/

Twitter: https://x.com/mgstoverco?lang=en

Youtube: https://www.youtube.com/channel/UC9OBGiCDIlpttaqguu1ypKg

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:39 Pat Clancy's Background and Crypto Journey

03:07 Early Crypto Experiences and Challenges

04:28 Transition to Digital Asset Practice

06:02 MG Stover and Fund Administration

16:22 Custody Market Evolution

23:34 Introduction to Auto and Its Mission

28:26 Operational Challenges in Fund Management

28:43 The Importance of Middleware in Automation

29:47 Decimal Points and Financial Reporting Nuances

31:27 Surprising Insights from Portfolio Management

36:26 The Complexity of Staking Data

37:14 Unique Partnerships and Compliance

40:17 Challenges in Staking Reporting

45:29 Exciting Market Trends and Investments

50:11 The Future of Stablecoins and Identity Proof

54:46 The Airstream Lifestyle and Remote Work

56:34 Connecting with Auto and Upcoming Events

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #126 Patrick Clancy, Otto - Innovation & Real Time Investment Tracking Patrick Clancy, Mike Schroeder, Skyler Steinke 00:58:28 Background: Pat Clancy is a trusted industry connector who has worked with hundreds of crypto start-ups, companies, and funds on everything from back office support to go-to-market strategies and business development to regulatory guidance and capital introductions. He brings a rare mix of operational expertise and strategic insight, helping teams navigate accounting, compliance, service provider selection, and novel crypto reporting solutions. Description: Join the Alt Funds Network as hosts Mike Schroeder and Skyler Steinke sit down with Pat Clancy, the Head of Growth at Otto, to delve into Pat's fascinating journey through the crypto industry. Discover how Pat transitioned from traditional finance to becoming a pivotal figure in the digital asset world, including his experiences at firms like KPMG, BDO, and MG Stover. This episode explores the intricacies of crypto fund administration, the importance of intraday reconciliation, the evolving role of custodians, and emerging opportunities in Bitcoin DeFi and stablecoins. Plus, get a sneak peek into the upcoming Coin Alts event in October, a must-attend for fund managers and allocators. Background: Pat Clancy is a trusted industry connector who has worked with hundreds of crypto start-ups, companies, and funds on everything from back office support to go-to-market strategies and business development to regulatory guidance and capital introductions. He brings a rare mix of operational expertise and strategic insight, helping teams navigate accounting, compliance, service provider selection, and novel crypto reporting solutions. Description: Join the Alt Funds Network as hosts Mike Schroeder and Skyler Steinke sit down with Pat Clancy, the Head of Growth at Otto, to delve into Pat's fascinating journey through the crypto industry. Discover how Pat transitioned from traditional finance to becoming a pivotal figure in the digital asset world, including his experiences at firms like KPMG, BDO, and MG Stover. This episode explores the intricacies of crypto fund administration, the importance of intraday reconciliation, the evolving role of custodians, and emerging opportunities in Bitcoin DeFi and stablecoins. Plus, get a sneak peek into the upcoming Coin Alts event in October, a must-attend for fund managers and allocators. crypto, finance, market trends, digital asset, stablecoins, alt funds network true full 126 33243628-6305-4617-8545-71b526a2f1ae #125 Sam Gaer, Monarq Asset Management - Institutional Investors and Crypto Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Sam Gaer:
Company Website: https://www.monarq-am.com/ 
Social Media Account:
LinkedIn: https://www.linkedin.com/company/monarq-asset-mgmt
X: https://x.com/monarq_mgmt

 

Timestamps: 

00:00 Introduction and Guest Welcome

01:05 Sam Gaer's Background and Career Journey

05:27 Transition from FINRA to Katana

09:53 Crypto Market Insights and Evolution

25:17 Institutional Investors and Crypto

29:01 Addressing Crypto Skepticism

30:09 The Future of Crypto Adoption

30:40 Innovations in Art Tokenization

31:36 Overview of Monarch's Funds

33:03 Market Neutral Fund Strategies

34:45 Bitcoin Yield Fund Insights

35:50 Long-Short Systematic Fund

41:57 AI's Role in Asset Management

45:42 Digital Asset Treasuries

53:48 Market Trends and Predictions

56:00 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 5 Sep 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Sam Gaer, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/125-sam-gaer-monarq-asset-management-institutional-investors-and-crypto-8bMAoDk9 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Sam Gaer:
Company Website: https://www.monarq-am.com/ 
Social Media Account:
LinkedIn: https://www.linkedin.com/company/monarq-asset-mgmt
X: https://x.com/monarq_mgmt

 

Timestamps: 

00:00 Introduction and Guest Welcome

01:05 Sam Gaer's Background and Career Journey

05:27 Transition from FINRA to Katana

09:53 Crypto Market Insights and Evolution

25:17 Institutional Investors and Crypto

29:01 Addressing Crypto Skepticism

30:09 The Future of Crypto Adoption

30:40 Innovations in Art Tokenization

31:36 Overview of Monarch's Funds

33:03 Market Neutral Fund Strategies

34:45 Bitcoin Yield Fund Insights

35:50 Long-Short Systematic Fund

41:57 AI's Role in Asset Management

45:42 Digital Asset Treasuries

53:48 Market Trends and Predictions

56:00 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #125 Sam Gaer, Monarq Asset Management - Institutional Investors and Crypto Sam Gaer, Mike Schroeder, Skyler Steinke 00:56:49 Background: Sam Gaer is the Chief Investment Officer of Monarq Asset Management’s Directional Strategy. He brings decades of experience across NYMEX, FINRA, and BlockTower, building market infrastructure and trading strategies at the intersection of TradFi and crypto. Description: In this episode of the Alt Funds Network podcast, hosts Mike Schroeder and Skyler Steinke talk with Sam Gaer, CIO of Monarq Asset Management. Sam shares his extensive experience in the financial industry, from traditional finance to crypto, highlighting his work with NYMEX, FINRA, and BlockTower. The discussion covers a variety of topics including the entrance of institutional investors into the crypto space, the unique strategies employed by Monarq's funds, the maturation of the industry, and the role of digital asset treasuries. Sam also provides insights into his career transitions and his approach to quantitative and systematic trading methods in crypto. Background: Sam Gaer is the Chief Investment Officer of Monarq Asset Management’s Directional Strategy. He brings decades of experience across NYMEX, FINRA, and BlockTower, building market infrastructure and trading strategies at the intersection of TradFi and crypto. Description: In this episode of the Alt Funds Network podcast, hosts Mike Schroeder and Skyler Steinke talk with Sam Gaer, CIO of Monarq Asset Management. Sam shares his extensive experience in the financial industry, from traditional finance to crypto, highlighting his work with NYMEX, FINRA, and BlockTower. The discussion covers a variety of topics including the entrance of institutional investors into the crypto space, the unique strategies employed by Monarq's funds, the maturation of the industry, and the role of digital asset treasuries. Sam also provides insights into his career transitions and his approach to quantitative and systematic trading methods in crypto. crypto, finance, asset management, ai, tokenization, market trends, digital asset true full 125 11894fe4-3d6e-45f5-a671-c3e95faf0a6c #124 Institutional Staking & M&A with Parker Poor Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Parker Poor:

Website: https://infstones.com/

X: https://x.com/parkerpoor?s=21

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:51 Parker's Journey into Crypto

03:03 Angel Investing Insights

06:30 INFStones: Mission and Services

08:47 Staking Infrastructure and Risks

11:23 Crypto Adoption and Institutional Interest

23:47 The Industry's Opportunity

24:28 Institutional Demand and Stable Coins

26:43 Staking and Yield Insights

29:35 Asset Treasuries and Market Trends

35:12 Tokenization and Future Prospects

37:36 Excitement for the Future

40:28 Personal Reflections and Industry Impact

44:59 Closing Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 28 Aug 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Parker Poor, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/124-institutional-staking-ma-with-parker-poor-4U_00wzO Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Parker Poor:

Website: https://infstones.com/

X: https://x.com/parkerpoor?s=21

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:51 Parker's Journey into Crypto

03:03 Angel Investing Insights

06:30 INFStones: Mission and Services

08:47 Staking Infrastructure and Risks

11:23 Crypto Adoption and Institutional Interest

23:47 The Industry's Opportunity

24:28 Institutional Demand and Stable Coins

26:43 Staking and Yield Insights

29:35 Asset Treasuries and Market Trends

35:12 Tokenization and Future Prospects

37:36 Excitement for the Future

40:28 Personal Reflections and Industry Impact

44:59 Closing Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #124 Institutional Staking & M&A with Parker Poor Parker Poor, Skyler Steinke, Mike Schroeder 00:45:53 Background: Parker is a seasoned member of the InfStones leadership team, an active angel investor, and a dedicated advocate for giving back to the community. Description: In this episode of the Alt Funds Network podcast, hosts Mike Schroeder and Skyler Steinke interview Parker Poor, a key member of the INFStone's Leadership team and an active angel investor. Parker shares his journey into the crypto industry, starting from his early days at Intuit, moving through cross-border payments, and eventually joining INFStones. The conversation covers various aspects of the crypto industry, including the origins and operations of INFStones, staking and infrastructure management, and the growing interest of institutions in crypto. They also discuss Parker's experiences in angel investing, focusing on early-stage projects and the potential of blockchain technology. Additionally, the trio delves into the challenges and risks of staking, the evolving landscape of institutional adoption, and the future of the industry. Parker emphasizes the importance of regulatory clarity, the role of technology, and the exciting opportunities in the crypto space. The episode concludes with insights into the potential growth of the industry and the increasing collaboration between traditional finance and crypto. Background: Parker is a seasoned member of the InfStones leadership team, an active angel investor, and a dedicated advocate for giving back to the community. Description: In this episode of the Alt Funds Network podcast, hosts Mike Schroeder and Skyler Steinke interview Parker Poor, a key member of the INFStone's Leadership team and an active angel investor. Parker shares his journey into the crypto industry, starting from his early days at Intuit, moving through cross-border payments, and eventually joining INFStones. The conversation covers various aspects of the crypto industry, including the origins and operations of INFStones, staking and infrastructure management, and the growing interest of institutions in crypto. They also discuss Parker's experiences in angel investing, focusing on early-stage projects and the potential of blockchain technology. Additionally, the trio delves into the challenges and risks of staking, the evolving landscape of institutional adoption, and the future of the industry. Parker emphasizes the importance of regulatory clarity, the role of technology, and the exciting opportunities in the crypto space. The episode concludes with insights into the potential growth of the industry and the increasing collaboration between traditional finance and crypto. bitcoin, crypto, technology, finance, m&a, staking, tokenization, infstones, alt funds network true full 124 91389b43-9203-4615-96e3-329eb2c5cf2a #123 Tony Davidow, Franklin Templeton - How Private Markets Are Reshaping Investing Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Tony Davidow:
Company Website: www.alternativesbyft.com 
LinkedIn: linkedin.com/in/tony-davidow

 

Timestamps: 

00:00 Introduction and Guest Overview

01:24 Tony Davidow's Career Journey

03:14 Evolution of Alternative Investments

07:35 Democratization and Accessibility of Alternatives

14:07 Challenges and Misconceptions in Private Markets

19:11 Public vs. Private Markets

28:51 The Importance of Education and Simplifying Jargon

32:50 Growth and Income Strategies

33:21 Defensive Assets and Inflation Hedging

33:42 Client Discussions and Investment Goals

34:54 Challenges with Traditional Portfolios

35:32 The Role of Alternatives in Portfolios

39:07 Private Credit and Real Estate Debt

41:13 Correlations and Alternative Strategies

43:16 Trends and Opportunities in Private Markets

45:20 The Future of Private Markets

51:23 Crypto and Blockchain in Private Markets

55:55 Tony's New Book and Final Thoughts

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 21 Aug 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Tony Davidow, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/123-how-private-markets-are-reshaping-investing-franklin-templetons-tony-davidow-CK5Ydgj5 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Tony Davidow:
Company Website: www.alternativesbyft.com 
LinkedIn: linkedin.com/in/tony-davidow

 

Timestamps: 

00:00 Introduction and Guest Overview

01:24 Tony Davidow's Career Journey

03:14 Evolution of Alternative Investments

07:35 Democratization and Accessibility of Alternatives

14:07 Challenges and Misconceptions in Private Markets

19:11 Public vs. Private Markets

28:51 The Importance of Education and Simplifying Jargon

32:50 Growth and Income Strategies

33:21 Defensive Assets and Inflation Hedging

33:42 Client Discussions and Investment Goals

34:54 Challenges with Traditional Portfolios

35:32 The Role of Alternatives in Portfolios

39:07 Private Credit and Real Estate Debt

41:13 Correlations and Alternative Strategies

43:16 Trends and Opportunities in Private Markets

45:20 The Future of Private Markets

51:23 Crypto and Blockchain in Private Markets

55:55 Tony's New Book and Final Thoughts

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #123 Tony Davidow, Franklin Templeton - How Private Markets Are Reshaping Investing Tony Davidow, Skyler Steinke, Mike Schroeder 01:00:09 Background: Senior Alternative Investment Strategist at the Franklin Templeton Institute - an independent think tank - focusing on helping advisors have better informed decisions about allocating to alternatives. I write white papers & blogs, speak at industry conferences, and have an award-winning podcast Description: Join hosts Mike Schroeder and Skyler Steinke on the Alt Funds Network podcast as they sit down with Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton. In this episode, Tony shares his extensive experience in the financial industry and discusses the role of alternative investments in modern portfolios. Together, they delve into the evolution of alternative investments, the democratization of access to these assets, and the increasing importance of private markets. Learn about the challenges of educating advisors and clients, the misconceptions surrounding private markets, and the exciting future of investment strategies. Tune in for deep insights and practical guidance on navigating the complexities of alternative investments. Background: Senior Alternative Investment Strategist at the Franklin Templeton Institute - an independent think tank - focusing on helping advisors have better informed decisions about allocating to alternatives. I write white papers & blogs, speak at industry conferences, and have an award-winning podcast Description: Join hosts Mike Schroeder and Skyler Steinke on the Alt Funds Network podcast as they sit down with Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton. In this episode, Tony shares his extensive experience in the financial industry and discusses the role of alternative investments in modern portfolios. Together, they delve into the evolution of alternative investments, the democratization of access to these assets, and the increasing importance of private markets. Learn about the challenges of educating advisors and clients, the misconceptions surrounding private markets, and the exciting future of investment strategies. Tune in for deep insights and practical guidance on navigating the complexities of alternative investments. franklin templeton, crypto, alternative investments, altfundsnetwork, real estate, private credit, private markets true full 123 e5fa1004-651e-4b9d-9d4a-6c230c8c33a4 #122 David Morgan, The Morgan Report - Role of Precious Metals in Financial Markets Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with David Morgan:

Company Website: https://www.themorganreport.com/  

X = https://x.com/silverguru22

LinkedIn = https://www.linkedin.com/in/thedavidmorgan/

Youtube= https://www.youtube.com/user/silverguru/videos

 

Timestamps: 
00:00 Introduction and Guest Background

00:54 David Morgan's Early Investment Journey

03:30 Forming Investment Thesis and Mentorship

06:40 The Importance of Precious Metals

17:15 Gold vs. Silver: A Comparative Analysis

20:31 Market Manipulation and Silver's Role

27:01 Future of Financial Systems and Precious Metals

29:07 Negotiating Value in Transactions

29:43 Digital Assets and Precious Metals

29:55 Risks and Benefits of Digital Gold and Silver

32:25 Gold vs. Bitcoin: A Comparative Analysis

35:48 Storing Precious Metals

41:57 Diversification and Sound Money

51:57 Future Economic Catalysts

54:21 Exciting Projects and Final Thoughts

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 19 Aug 2025 05:34:05 +0000 mike.schroeder449@gmail.com (David Morgan, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/122-role-of-precious-metals-in-financial-markets-with-david-morgan-QMyEfcr1 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with David Morgan:

Company Website: https://www.themorganreport.com/  

X = https://x.com/silverguru22

LinkedIn = https://www.linkedin.com/in/thedavidmorgan/

Youtube= https://www.youtube.com/user/silverguru/videos

 

Timestamps: 
00:00 Introduction and Guest Background

00:54 David Morgan's Early Investment Journey

03:30 Forming Investment Thesis and Mentorship

06:40 The Importance of Precious Metals

17:15 Gold vs. Silver: A Comparative Analysis

20:31 Market Manipulation and Silver's Role

27:01 Future of Financial Systems and Precious Metals

29:07 Negotiating Value in Transactions

29:43 Digital Assets and Precious Metals

29:55 Risks and Benefits of Digital Gold and Silver

32:25 Gold vs. Bitcoin: A Comparative Analysis

35:48 Storing Precious Metals

41:57 Diversification and Sound Money

51:57 Future Economic Catalysts

54:21 Exciting Projects and Final Thoughts

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #122 David Morgan, The Morgan Report - Role of Precious Metals in Financial Markets David Morgan, Skyler Steinke, Mike Schroeder 00:57:58 Background: David Morgan, has spent over four decades warning that the greatest risk to your wealth—and your freedom—is the failing financial system.  David’s here to unpack money, markets, and mining. Description: Join Mike Schroeder and Skyler Steinke as they host David Morgan, an expert on precious metals, in this enlightening episode of the Alt Funds Network podcast. With over four decades of experience, David delves into the risks posed by the failing financial system and the importance of gold and silver in safeguarding wealth. Discover David's investment journey, the significance of precious metals in today's market, and the role of gold and silver in a diversified portfolio. The discussion covers everything from sound money principles to the potential catalysts for economic downturns and the contrasting roles of gold and silver. Don't miss David's insights on modern financial systems and how to protect your assets in uncertain times. Tune in for a deep dive into the world of precious metals and sound investment strategies! Background: David Morgan, has spent over four decades warning that the greatest risk to your wealth—and your freedom—is the failing financial system.  David’s here to unpack money, markets, and mining. Description: Join Mike Schroeder and Skyler Steinke as they host David Morgan, an expert on precious metals, in this enlightening episode of the Alt Funds Network podcast. With over four decades of experience, David delves into the risks posed by the failing financial system and the importance of gold and silver in safeguarding wealth. Discover David's investment journey, the significance of precious metals in today's market, and the role of gold and silver in a diversified portfolio. The discussion covers everything from sound money principles to the potential catalysts for economic downturns and the contrasting roles of gold and silver. Don't miss David's insights on modern financial systems and how to protect your assets in uncertain times. Tune in for a deep dive into the world of precious metals and sound investment strategies! bitcoin, finance, altfundsnetwork, precious metals, digital assets, financial market, the morgan report true full 122 1ba5dc1f-e0ed-44f9-8ed6-a734843524ba #121 Nate Paitchel, OpenEden - Bridging The Future of Stablecoins & Real-World Asset Tokenization Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Nathan Paitchel:

Website: https://openeden.com/  

LinkedIn: https://www.linkedin.com/in/nathan-paitchel-30341125/  

X: https://x.com/nathanpaitchel

Telegram: https://t.me/npaitchel

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:43 Nate's Journey into Crypto

02:36 Current Focus and Market Trends

02:46 The Rise of Stablecoins

04:29 Global Perspective on Stablecoins

06:13 Open Eden's Unique Approach

11:38 Regulatory Landscape and Challenges

18:47 Tokenization and Future Prospects

29:43 Personal Stories and Fun

31:43 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 14 Aug 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Nathan Paitchel, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/121-nate-paitchel-openeden-bridging-the-future-of-stablecoins-real-world-asset-tokenization-qOYaK7TF Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Nathan Paitchel:

Website: https://openeden.com/  

LinkedIn: https://www.linkedin.com/in/nathan-paitchel-30341125/  

X: https://x.com/nathanpaitchel

Telegram: https://t.me/npaitchel

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:43 Nate's Journey into Crypto

02:36 Current Focus and Market Trends

02:46 The Rise of Stablecoins

04:29 Global Perspective on Stablecoins

06:13 Open Eden's Unique Approach

11:38 Regulatory Landscape and Challenges

18:47 Tokenization and Future Prospects

29:43 Personal Stories and Fun

31:43 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #121 Nate Paitchel, OpenEden - Bridging The Future of Stablecoins & Real-World Asset Tokenization Nathan Paitchel, Skyler Steinke, Mike Schroeder 00:33:31 Background: Nathan Paitchel is Director of Growth at OpenEden, a compliance-focused platform bringing tokenized real-world assets like U.S. Treasuries and yield-bearing stablecoins on-chain to bridge TradFi and blockchain. Description: Join Skyler Steinke and Mike Schroeder from Alt Funds Network as they interview Nate Paitchel, Director of Growth at Open Eden. In this insightful conversation, Nate discusses his journey into the crypto space, current trends in stablecoins, and the significance of tokenizing real-world assets. Dive deep into topics such as the regulation landscape, global market adoption, and the unique offerings of Open Eden, including their yield-bearing stablecoin, USDO. Whether you're a blockchain enthusiast or a finance professional, this episode offers a comprehensive look at the evolving landscape of crypto assets and their integration into traditional finance. Don't miss this episode packed with valuable insights and future trends in the blockchain space. Background: Nathan Paitchel is Director of Growth at OpenEden, a compliance-focused platform bringing tokenized real-world assets like U.S. Treasuries and yield-bearing stablecoins on-chain to bridge TradFi and blockchain. Description: Join Skyler Steinke and Mike Schroeder from Alt Funds Network as they interview Nate Paitchel, Director of Growth at Open Eden. In this insightful conversation, Nate discusses his journey into the crypto space, current trends in stablecoins, and the significance of tokenizing real-world assets. Dive deep into topics such as the regulation landscape, global market adoption, and the unique offerings of Open Eden, including their yield-bearing stablecoin, USDO. Whether you're a blockchain enthusiast or a finance professional, this episode offers a comprehensive look at the evolving landscape of crypto assets and their integration into traditional finance. Don't miss this episode packed with valuable insights and future trends in the blockchain space. crypto, alternative investments, altfundsnetwork, defi, openeden, digital asset, stablecoins true full 121 41e37581-fc7b-44f5-b597-18176e212a81 #120 Ryan Soury, Usher Labs - Web3 Data Security & Liquidity Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ryan Soury:
Website: https://www.usher.so 
                  https://fiet.finance/ 
X: https://x.com/usher_web3
Discord: http://go.usher.so/discord

 

Timestamps: 
00:00 Introduction and Guest Introduction

00:42 Ryan's Crypto Journey

02:15 Early Projects and Usher Labs

03:32 Usher Labs' Mission and Fiat Protocol

05:07 Fiat Protocol and Market Making

07:23 Challenges and Solutions in Market Making

08:10 Oracle Use Cases and Data Infrastructure

12:10 Market Participants and Fiat Protocol

17:37 Settlement Risk and Collateralization

19:15 DEX Market Trends and Innovations

21:36 Real World Assets and Compliance

25:33 Institutional Adoption and Future Outlook

25:59 Lowering Opportunity Costs in DeFi

26:18 Institutional Players in DeFi

27:10 Technological Challenges and Incentives

27:54 Current Trends in DeFi

28:26 Tokenization and Digital Asset Treasuries

28:58 The Role of ETFs and Staking

29:41 Future of DeFi and Traditional Finance Integration

31:50 Lending, Exchange, and Tokenized Stocks

36:24 AI and DeFi: The Next Frontier

38:37 Usher Labs' Vision and Future Plans

40:04 Connecting with Usher Labs

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 12 Aug 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Ryan Soury, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/120-ryan-soury-usher-labs-web3-data-security-liquidity-oSLeNqha Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ryan Soury:
Website: https://www.usher.so 
                  https://fiet.finance/ 
X: https://x.com/usher_web3
Discord: http://go.usher.so/discord

 

Timestamps: 
00:00 Introduction and Guest Introduction

00:42 Ryan's Crypto Journey

02:15 Early Projects and Usher Labs

03:32 Usher Labs' Mission and Fiat Protocol

05:07 Fiat Protocol and Market Making

07:23 Challenges and Solutions in Market Making

08:10 Oracle Use Cases and Data Infrastructure

12:10 Market Participants and Fiat Protocol

17:37 Settlement Risk and Collateralization

19:15 DEX Market Trends and Innovations

21:36 Real World Assets and Compliance

25:33 Institutional Adoption and Future Outlook

25:59 Lowering Opportunity Costs in DeFi

26:18 Institutional Players in DeFi

27:10 Technological Challenges and Incentives

27:54 Current Trends in DeFi

28:26 Tokenization and Digital Asset Treasuries

28:58 The Role of ETFs and Staking

29:41 Future of DeFi and Traditional Finance Integration

31:50 Lending, Exchange, and Tokenized Stocks

36:24 AI and DeFi: The Next Frontier

38:37 Usher Labs' Vision and Future Plans

40:04 Connecting with Usher Labs

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #120 Ryan Soury, Usher Labs - Web3 Data Security & Liquidity Ryan Soury, Skyler Steinke, Mike Schroeder 00:41:14 Background: Ryan, Founder of Usher Labs, and soon to be launched - Fiet Protocol. Ryan is an engineer, and researcher. Description: In this episode of Alt Funds Network, hosts Mike Schroeder and Skyler Steinke sit down with Ryan Soury, Founder of Usher Labs. They dive into Ryan's journey into the crypto space starting from 2017 and discuss the inception and development of Usher Labs. The conversation covers various aspects of the blockchain ecosystem, including data security, smart contracts, and the Fiat Protocol. Ryan explains how Usher Labs is ensuring secure and trusted data in Web3 by building robust data pipelines. They also explore key challenges and solutions in the decentralized exchange (DEX) markets, the role of real-world assets (RWAs), and the potential for blending traditional financial structures with blockchain technology. Join us as we explore how Usher Labs is setting new standards in data security and market efficiency in the world of crypto. Background: Ryan, Founder of Usher Labs, and soon to be launched - Fiet Protocol. Ryan is an engineer, and researcher. Description: In this episode of Alt Funds Network, hosts Mike Schroeder and Skyler Steinke sit down with Ryan Soury, Founder of Usher Labs. They dive into Ryan's journey into the crypto space starting from 2017 and discuss the inception and development of Usher Labs. The conversation covers various aspects of the blockchain ecosystem, including data security, smart contracts, and the Fiat Protocol. Ryan explains how Usher Labs is ensuring secure and trusted data in Web3 by building robust data pipelines. They also explore key challenges and solutions in the decentralized exchange (DEX) markets, the role of real-world assets (RWAs), and the potential for blending traditional financial structures with blockchain technology. Join us as we explore how Usher Labs is setting new standards in data security and market efficiency in the world of crypto. crypto, web3, altfundsnetwork, digital assets, tokenization, data security, defi, crypto funds, etf, usher labs true full 120 cb485ac7-3c12-4ab0-a1c9-1bebb6b472ab #119 Harrison Frye, Acquire.fi - Crypto M&A and Secondary Markets Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Harrison Frye:

Website: https://www.acquire.fi/

LinkedIn:linkedin.com/in/harrisonfrye

LinkedIn:https://www.linkedin.com/company/acquire-fi

X: https://x.com/FryeCryptoGuy

X: https://x.com/Acquire_Fi

Deal flow channel

https://t.me/+rWTKE3JMIyI2Mzhk

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:39 Harrison Frye's Background in Crypto

01:50 The Birth of Acquire.Fi

02:52 Exploring Acquire.Fi's Business Model

03:17 Understanding Secondary Markets and OTC Deals

06:32 Navigating Mergers and Acquisitions in Web3

16:20 Case Studies and Real-World Examples

17:33 Buyer and Seller Processes

22:22 Success Fee Structure and Market Trends

22:41 Current Market Conditions and Trends

23:52 Challenges and Opportunities in Launchpads

26:52 Regulatory Challenges in Crypto M&A

28:22 Impact of Major Events on Deals

34:10 Role of AI in Deal Matching and Due Diligence

35:53 Connecting with Acquire for Deal Flow

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 7 Aug 2025 23:49:56 +0000 mike.schroeder449@gmail.com (Harrison Frye, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/119-harrison-frye-acquirefi-crypto-ma-and-secondary-markets-JqPlWNej Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Harrison Frye:

Website: https://www.acquire.fi/

LinkedIn:linkedin.com/in/harrisonfrye

LinkedIn:https://www.linkedin.com/company/acquire-fi

X: https://x.com/FryeCryptoGuy

X: https://x.com/Acquire_Fi

Deal flow channel

https://t.me/+rWTKE3JMIyI2Mzhk

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:39 Harrison Frye's Background in Crypto

01:50 The Birth of Acquire.Fi

02:52 Exploring Acquire.Fi's Business Model

03:17 Understanding Secondary Markets and OTC Deals

06:32 Navigating Mergers and Acquisitions in Web3

16:20 Case Studies and Real-World Examples

17:33 Buyer and Seller Processes

22:22 Success Fee Structure and Market Trends

22:41 Current Market Conditions and Trends

23:52 Challenges and Opportunities in Launchpads

26:52 Regulatory Challenges in Crypto M&A

28:22 Impact of Major Events on Deals

34:10 Role of AI in Deal Matching and Due Diligence

35:53 Connecting with Acquire for Deal Flow

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #119 Harrison Frye, Acquire.fi - Crypto M&A and Secondary Markets Harrison Frye, Mike Schroeder, Skyler Steinke 00:37:51 Background: Harrison Frye is a co-founder of Acquire.FI, the premier crypto marketplace for M&A transactions, secondary deals, and OTC trades. He entered the cryptocurrency space in 2016, beginning with Bitcoin. Description: In this episode of the Alt Funds Network podcast, hosts chat with Harrison Frye from Acquire.Fi. Harrison details his journey in the cryptocurrency space, starting in 2016 with selling Bitcoin for gift cards and expanding into e-commerce. He later met his co-founder, Jan Strandberg, through their activities on PAX Full, a leading peer-to-peer Bitcoin exchange. Together, they launched Acquire.Fi three years ago to facilitate mergers and acquisitions (M&A) and secondary market transactions for crypto startups and companies. Harrison dives into the services they offer, from connecting buyers and sellers to charging an introduction fee, and touches on various market trends, regulatory challenges, and the growing involvement of U.S. funds. The conversation also highlights recent successful deals, the impact of major market events like FTX, and the future potential of AI in their operations. Background: Harrison Frye is a co-founder of Acquire.FI, the premier crypto marketplace for M&A transactions, secondary deals, and OTC trades. He entered the cryptocurrency space in 2016, beginning with Bitcoin. Description: In this episode of the Alt Funds Network podcast, hosts chat with Harrison Frye from Acquire.Fi. Harrison details his journey in the cryptocurrency space, starting in 2016 with selling Bitcoin for gift cards and expanding into e-commerce. He later met his co-founder, Jan Strandberg, through their activities on PAX Full, a leading peer-to-peer Bitcoin exchange. Together, they launched Acquire.Fi three years ago to facilitate mergers and acquisitions (M&A) and secondary market transactions for crypto startups and companies. Harrison dives into the services they offer, from connecting buyers and sellers to charging an introduction fee, and touches on various market trends, regulatory challenges, and the growing involvement of U.S. funds. The conversation also highlights recent successful deals, the impact of major market events like FTX, and the future potential of AI in their operations. bitcoin, crypto, cryptoinvesting, finance, web3, altfundsnetwork, blockchain, secondary markets, acquire.fi true full 119 3db7b011-7fac-4496-ad66-d70994a87a39 #118 Nick Santomauro, Figure Markets - Stablecoins, Exchanges and Tokenized Debt Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Nick Santomauro:

Website: https://www.figuremarkets.com/

X: https://x.com/figuremarkets?lang=en

 

Timestamps: 

00:00 Welcome and Introductions

00:46 Launching a New Stablecoin

01:52 Evolution of Stablecoins

03:26 Yield-Bearing Stablecoins

05:57 Banking and Stablecoins

15:45 Home Equity Line of Credit (HELOC)

21:01 HELOC Business Boom

22:16 User Experience with Figure HELOC

23:05 B2B Lending and Tokenized Debt

23:41 Scaling and Market Penetration

25:44 Blockchain's Impact on Lending

28:07 Genius Act and Stablecoins

33:04 Future of Stocks on Blockchain

38:19 Final Thoughts and Sales Pitch

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 5 Aug 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Nick Santomauro, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/118-nick-santomauro-figure-markets-stablecoins-exchanges-and-tokenized-debt-nZaHMnCH Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Nick Santomauro:

Website: https://www.figuremarkets.com/

X: https://x.com/figuremarkets?lang=en

 

Timestamps: 

00:00 Welcome and Introductions

00:46 Launching a New Stablecoin

01:52 Evolution of Stablecoins

03:26 Yield-Bearing Stablecoins

05:57 Banking and Stablecoins

15:45 Home Equity Line of Credit (HELOC)

21:01 HELOC Business Boom

22:16 User Experience with Figure HELOC

23:05 B2B Lending and Tokenized Debt

23:41 Scaling and Market Penetration

25:44 Blockchain's Impact on Lending

28:07 Genius Act and Stablecoins

33:04 Future of Stocks on Blockchain

38:19 Final Thoughts and Sales Pitch

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #118 Nick Santomauro, Figure Markets - Stablecoins, Exchanges and Tokenized Debt Nick Santomauro, Mike Schroeder, Skyler Steinke 00:40:16 Background: Nick Santomauro is the CMO of Figure Markets and former global head of Growth at Binance Description: In this episode of the Alt Funds Network podcast, hosts Mike Schroeder and Skyler Steinke are joined by Nick Santomauro, CMO of Figure Markets and former Global Head of Growth at Binance. They dive into the world of stablecoins, focusing on Figure Markets' newly launched yield-bearing stablecoin, 'Yields', which is SEC registered and offers unique benefits compared to traditional stablecoins like Tether and USDC. The conversation covers the evolution and future of stablecoins, their potential impact on the banking system, and the exciting innovations Figure Markets is bringing to the lending and DeFi spaces. The team also touches on Figure Markets' other groundbreaking initiatives, including the use of blockchain for home equity lines of credit (HELOC) and the potential for tokenizing stocks on chain. This episode is a must-listen for anyone interested in the future of financial technology and decentralized finance. Background: Nick Santomauro is the CMO of Figure Markets and former global head of Growth at Binance Description: In this episode of the Alt Funds Network podcast, hosts Mike Schroeder and Skyler Steinke are joined by Nick Santomauro, CMO of Figure Markets and former Global Head of Growth at Binance. They dive into the world of stablecoins, focusing on Figure Markets' newly launched yield-bearing stablecoin, 'Yields', which is SEC registered and offers unique benefits compared to traditional stablecoins like Tether and USDC. The conversation covers the evolution and future of stablecoins, their potential impact on the banking system, and the exciting innovations Figure Markets is bringing to the lending and DeFi spaces. The team also touches on Figure Markets' other groundbreaking initiatives, including the use of blockchain for home equity lines of credit (HELOC) and the potential for tokenizing stocks on chain. This episode is a must-listen for anyone interested in the future of financial technology and decentralized finance. figure markets, crypto, altfundsnetwork, blockchain, tokenized debt, security tokens, stablecoins true full 118 a1c78ae7-aa3a-4e07-aacf-1aed05d714f9 #117 Patrick Dunlop, Jackal Labs & Jackal Protocol - Decentralized Storage and Cybersecurity Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Patrick Dunlop:

Company Website: https://www.jackalprotocol.com/

Company Website: https://www.jackallabs.io/

X: @Jackal_Protocol

X: @OSINTDunny

 

Timestamps: 

00:00 Introduction and Guest Introduction

00:51 Patrick's Journey into Crypto

03:40 Challenges in Traditional Recovery

07:19 Decentralized Storage vs Traditional Storage

10:25 Building Decentralized Infrastructure

13:15 Data Integrity and Recovery Process

24:06 AI and Cybersecurity Threats

25:49 The Rising Threat of Cyber Attacks

26:35 Blockchain as a Security Solution

27:29 Crypto Insurance and Recovery Services

28:27 Challenges in Cyber Insurance

29:23 Targeting Small Businesses

31:41 Misconceptions About Backups

35:39 Practical Cyber Hygiene Tips

43:49 Jackal's Roadmap and Future Plans

47:46 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 31 Jul 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Patrick Dunlop, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/117-patrick-dunlop-jackal-labs-jackal-protocol-decentralized-storage-and-cybersecurity-JsRvZwNC Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Patrick Dunlop:

Company Website: https://www.jackalprotocol.com/

Company Website: https://www.jackallabs.io/

X: @Jackal_Protocol

X: @OSINTDunny

 

Timestamps: 

00:00 Introduction and Guest Introduction

00:51 Patrick's Journey into Crypto

03:40 Challenges in Traditional Recovery

07:19 Decentralized Storage vs Traditional Storage

10:25 Building Decentralized Infrastructure

13:15 Data Integrity and Recovery Process

24:06 AI and Cybersecurity Threats

25:49 The Rising Threat of Cyber Attacks

26:35 Blockchain as a Security Solution

27:29 Crypto Insurance and Recovery Services

28:27 Challenges in Cyber Insurance

29:23 Targeting Small Businesses

31:41 Misconceptions About Backups

35:39 Practical Cyber Hygiene Tips

43:49 Jackal's Roadmap and Future Plans

47:46 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #117 Patrick Dunlop, Jackal Labs & Jackal Protocol - Decentralized Storage and Cybersecurity Patrick Dunlop, Mike Schroeder, Skyler Steinke 00:48:47 Background:Patrick is the CEO of Jackal Labs and co-founder of the Jackal Protocol. Description: Join Mike Schroeder and Skyler Steinke as they sit down with Patrick Dunlop, CEO of Jackal Labs and co-founder of Jackal Protocol, to discuss the evolution of decentralized storage and its role in combating cybersecurity threats. Patrick shares his journey from digital forensics to blockchain technology and explains how Jackal Protocol utilizes blockchain for secure data recovery and disaster recovery. Learn about the distinct advantages of decentralized storage compared to traditional systems, the importance of security and privacy in the digital age, and how AI is changing the landscape of cybercrime. Don't miss this insightful conversation about the future of cybersecurity and decentralized infrastructure. Background:Patrick is the CEO of Jackal Labs and co-founder of the Jackal Protocol. Description: Join Mike Schroeder and Skyler Steinke as they sit down with Patrick Dunlop, CEO of Jackal Labs and co-founder of Jackal Protocol, to discuss the evolution of decentralized storage and its role in combating cybersecurity threats. Patrick shares his journey from digital forensics to blockchain technology and explains how Jackal Protocol utilizes blockchain for secure data recovery and disaster recovery. Learn about the distinct advantages of decentralized storage compared to traditional systems, the importance of security and privacy in the digital age, and how AI is changing the landscape of cybercrime. Don't miss this insightful conversation about the future of cybersecurity and decentralized infrastructure. crypto, altfundsnetwork, cyber security for funds, crypto funds, ai and cyber security, jackal, crypto hedge funds, cyber security for asset managers true full 117 b3fec402-377b-4536-98ac-2a1f99f64faf #116 Matt Cooperman, Skill Tree Strategies - Adapting in the Crypto Space Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Matt Cooperman:

Website: https://skilltreestrategies.com/

Email: m.cooperman@skilltreestrategies.com

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:32 The Origin of Skill Tree

02:11 Pivot to Capital Allocation

05:10 Building a Network of Traders and Investors

06:32 Role of Placement Agents vs. Broker Dealers

07:52 How Broker Dealers Operate

10:57 Types of Funds and Strategies

21:59 Investor Landscape and Allocation Trends

29:28 Future of Crypto Trading and Advice for Emerging Managers

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 25 Jul 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Matt Cooperman, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/116-matt-cooperman-skill-tree-strategies-adapting-in-the-crypto-space-_CskokGY Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Matt Cooperman:

Website: https://skilltreestrategies.com/

Email: m.cooperman@skilltreestrategies.com

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:32 The Origin of Skill Tree

02:11 Pivot to Capital Allocation

05:10 Building a Network of Traders and Investors

06:32 Role of Placement Agents vs. Broker Dealers

07:52 How Broker Dealers Operate

10:57 Types of Funds and Strategies

21:59 Investor Landscape and Allocation Trends

29:28 Future of Crypto Trading and Advice for Emerging Managers

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #116 Matt Cooperman, Skill Tree Strategies - Adapting in the Crypto Space Matt Cooperman, Skyler Steinke, Mike Schroeder 00:31:28 Background: Matt Cooperman, co-founder of Skill Tree Strategies. Matt built one of the world’s largest global networks connecting allocators and active digital-asset traders—spanning over 200 allocators, 500 trading firms, and more than $200 million in live trading capital. Matt will share the latest allocator trends, the rigors of vetting top trading talent, and why SMAs are positioned to disrupt the hedge-fund world. Description: In this episode of the Alt Funds Network podcast, host Mike Schroeder sits down with Matt Cooperman from Skill Tree. Matt delves into his journey from running a staffing agency focused on the crypto industry to pivoting into capital allocation for crypto traders. He shares insights on how Skill Tree adapted to market changes, built a robust network, and now facilitates hundreds of millions in capital allocations. The discussion covers the differences between placement agencies and broker dealers, the intricacies of the due diligence process in crypto trading, and the types of strategies and investors that are thriving today. Don't miss this in-depth conversation about the evolving landscape of crypto funds and Matt’s advice to emerging fund managers. Background: Matt Cooperman, co-founder of Skill Tree Strategies. Matt built one of the world’s largest global networks connecting allocators and active digital-asset traders—spanning over 200 allocators, 500 trading firms, and more than $200 million in live trading capital. Matt will share the latest allocator trends, the rigors of vetting top trading talent, and why SMAs are positioned to disrupt the hedge-fund world. Description: In this episode of the Alt Funds Network podcast, host Mike Schroeder sits down with Matt Cooperman from Skill Tree. Matt delves into his journey from running a staffing agency focused on the crypto industry to pivoting into capital allocation for crypto traders. He shares insights on how Skill Tree adapted to market changes, built a robust network, and now facilitates hundreds of millions in capital allocations. The discussion covers the differences between placement agencies and broker dealers, the intricacies of the due diligence process in crypto trading, and the types of strategies and investors that are thriving today. Don't miss this in-depth conversation about the evolving landscape of crypto funds and Matt’s advice to emerging fund managers. web3finance, altfundsnetwork, digitalassets, alternativeinvestments, smas, cryptofunds, capitalallocation, skilltree, cryptotrading, fundmanagers true full 116 965a5a64-1aa9-4d73-96db-6358a805b5d1 #115 Joe Sando &  Mark Adams, Fortuna Funds - Insights from Launching and Managing and ETF Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Joe Sando and Mark Adams:

Company Website: Fortunafunds.com

LinkedIn: https://www.linkedin.com/company/fortuna-funds

Facebook: https://www.facebook.com/people/Fortuna-Funds/61567146577351/

Instagram: https://www.instagram.com/fortunafunds/

 

Timestamps: 

00:00 Welcome to Alt Funds Network Podcast

00:23 Introducing Joe Sando and Mark Adams

00:37 Launching the New ETF

01:04 Joe's Background in Sales and Marketing

02:47 Mark's Expertise in Options Trading

03:31 The Inspiration Behind Fortuna Hedge Bitcoin Fund

06:29 The Strategy Behind HBTC

15:10 Setting Up Fortuna Funds

20:46 Navigating the Legal Setup and Market Maker Challenges

22:03 The Role of Ibit Options and Wolverine in Our Launch

23:25 Choosing the Right Trust Model and Cost Considerations

26:29 Marketing and Distribution Strategies for ETFs

33:18 Future Outlook and Advice for Aspiring Fund Managers

38:09 Connecting with Fortuna Funds

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 17 Jul 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Joe Sando, Mark Adams, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/115-joe-sando-mark-adams-fortuna-funds-insights-from-launching-and-managing-and-etf-5qqEv46_ Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Joe Sando and Mark Adams:

Company Website: Fortunafunds.com

LinkedIn: https://www.linkedin.com/company/fortuna-funds

Facebook: https://www.facebook.com/people/Fortuna-Funds/61567146577351/

Instagram: https://www.instagram.com/fortunafunds/

 

Timestamps: 

00:00 Welcome to Alt Funds Network Podcast

00:23 Introducing Joe Sando and Mark Adams

00:37 Launching the New ETF

01:04 Joe's Background in Sales and Marketing

02:47 Mark's Expertise in Options Trading

03:31 The Inspiration Behind Fortuna Hedge Bitcoin Fund

06:29 The Strategy Behind HBTC

15:10 Setting Up Fortuna Funds

20:46 Navigating the Legal Setup and Market Maker Challenges

22:03 The Role of Ibit Options and Wolverine in Our Launch

23:25 Choosing the Right Trust Model and Cost Considerations

26:29 Marketing and Distribution Strategies for ETFs

33:18 Future Outlook and Advice for Aspiring Fund Managers

38:09 Connecting with Fortuna Funds

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #115 Joe Sando &  Mark Adams, Fortuna Funds - Insights from Launching and Managing and ETF Joe Sando, Mark Adams, Skyler Steinke, Mike Schroeder 00:39:08 Background:Joe Sando Founding Partner of Fortuna Funds. Mark Adams is a Founding Partner and CIO of Fortuna Funds and has been a Portfolio Manager at an options-focused Hedge Fund for over 20 years. Description: Join the Alt Funds Network podcast with Mike Schroeder and Skyler Steinke as they interview Joe Sando and Mark Adams of Fortuna Funds. In this episode, they discuss the launch and management of Fortuna's latest ETF, the Fortuna Hedge Bitcoin Fund (HBTC). Joe and Mark share their backgrounds, the motivation behind starting Fortuna Funds, and the unique investment strategies that set their ETFs apart. Through the discussion, listeners gain insights into the complexities of launching an ETF, the role of volatility in their investment approach, and the future prospects of the HBTC fund. Learn about the challenges, the setup process, and their marketing efforts targeted at RIAs and retail investors. Tune in for an in-depth look into the world of ETFs and digital assets. Background:Joe Sando Founding Partner of Fortuna Funds. Mark Adams is a Founding Partner and CIO of Fortuna Funds and has been a Portfolio Manager at an options-focused Hedge Fund for over 20 years. Description: Join the Alt Funds Network podcast with Mike Schroeder and Skyler Steinke as they interview Joe Sando and Mark Adams of Fortuna Funds. In this episode, they discuss the launch and management of Fortuna's latest ETF, the Fortuna Hedge Bitcoin Fund (HBTC). Joe and Mark share their backgrounds, the motivation behind starting Fortuna Funds, and the unique investment strategies that set their ETFs apart. Through the discussion, listeners gain insights into the complexities of launching an ETF, the role of volatility in their investment approach, and the future prospects of the HBTC fund. Learn about the challenges, the setup process, and their marketing efforts targeted at RIAs and retail investors. Tune in for an in-depth look into the world of ETFs and digital assets. bitcoin, altfundsnetwork, digitalassets, fundlaunch, alternativeinvestments, optionstrading, assetmanagement, riainsights, fortunafunds, etf true full 115 31e0bfa0-6bee-473e-b7e0-284f3ceeab61 #114 Derek Osgood, DoubleO - Streamlining Business Processes Using AI Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Derek Osgood:

Website: https://www.doubleo.ai/

LinkedIn:linkedin.com/in/derekosgood3

 

Timestamps:

00:00 Introduction to the Alt Funds Network Podcast

00:41 Derek Osgood's Journey into Tech and AI

01:49 The Birth of DoubleO Process Automation

03:37 Understanding AI Agents and Their Applications

06:23 Ensuring Reliability in AI Workflows

11:00 Challenges in AI Adoption and Automation

13:20 Popular Use Cases and Industry Impact

18:56 Debunking AI Myths and Data Security

22:58 Data Security and Masking Techniques

23:40 AI's Impact on Job Security and Public Perception

24:31 Integrating AI with Software Tools

25:35 API vs Browser-Based Automation

29:06 Horizontal vs Vertical AI Solutions

32:52 Getting Started with DoubleO

35:58 Use Cases in Marketing and Finance

38:54 Comparing Workflow Automation Tools

41:39 Adoption of AI in Organizations

43:20 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 10 Jul 2025 06:18:00 +0000 mike.schroeder449@gmail.com (Derek Osgood, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/114-derek-osgood-doubleo-streamlining-business-processes-using-ai-MlFZLk3N Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Derek Osgood:

Website: https://www.doubleo.ai/

LinkedIn:linkedin.com/in/derekosgood3

 

Timestamps:

00:00 Introduction to the Alt Funds Network Podcast

00:41 Derek Osgood's Journey into Tech and AI

01:49 The Birth of DoubleO Process Automation

03:37 Understanding AI Agents and Their Applications

06:23 Ensuring Reliability in AI Workflows

11:00 Challenges in AI Adoption and Automation

13:20 Popular Use Cases and Industry Impact

18:56 Debunking AI Myths and Data Security

22:58 Data Security and Masking Techniques

23:40 AI's Impact on Job Security and Public Perception

24:31 Integrating AI with Software Tools

25:35 API vs Browser-Based Automation

29:06 Horizontal vs Vertical AI Solutions

32:52 Getting Started with DoubleO

35:58 Use Cases in Marketing and Finance

38:54 Comparing Workflow Automation Tools

41:39 Adoption of AI in Organizations

43:20 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #114 Derek Osgood, DoubleO - Streamlining Business Processes Using AI Derek Osgood, Skyler Steinke, Mike Schroeder 00:44:12 Background: Derek Osgood is the CEO and co-founder at DoubleO.ai, an agentic process automation platform that helps make it super simple for non-developers to automate complex processes using teams of agents Description: In this episode of the Alt Funds Network podcast, host Skylar Steinke welcomes Derek Osgood, CEO and Co-founder of DoubleO. Derek shares his extensive background in tech and his journey from PlayStation to venture-backed startups, ultimately leading to the creation of DoubleO, a process automation platform tailored for non-developers. Dive into the nuances of AI-driven automation, the concept of agentic processes, and how DoubleO is enabling firms to automate complex workflows with high accuracy. Whether you're in finance, marketing, procurement, or healthcare, this episode uncovers how DoubleO can revolutionize operational efficiency. Tune in to learn about the adoption of AI in companies and the best practices for initializing agentic automation. Background: Derek Osgood is the CEO and co-founder at DoubleO.ai, an agentic process automation platform that helps make it super simple for non-developers to automate complex processes using teams of agents Description: In this episode of the Alt Funds Network podcast, host Skylar Steinke welcomes Derek Osgood, CEO and Co-founder of DoubleO. Derek shares his extensive background in tech and his journey from PlayStation to venture-backed startups, ultimately leading to the creation of DoubleO, a process automation platform tailored for non-developers. Dive into the nuances of AI-driven automation, the concept of agentic processes, and how DoubleO is enabling firms to automate complex workflows with high accuracy. Whether you're in finance, marketing, procurement, or healthcare, this episode uncovers how DoubleO can revolutionize operational efficiency. Tune in to learn about the adoption of AI in companies and the best practices for initializing agentic automation. ai, business processes, double o, automation, alt funds network true full 114 a59eff6f-1ac8-4b6d-b134-3612f7575826 #113 Brook Scardina, Oak Real Estate Partners - The Strategic Advantage of Private Credit Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk


👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ


Connect with Brook Scardina:

Email:  scardina@oakrepartners.com. 

 

Timestamps:

00:00 Welcome and Introductions

00:35 Brook's Professional Journey

02:32 Understanding Private Credit

02:51 Market Volatility and Investment Strategies

04:36 Advantages of Private Credit

06:10 Oak Real Estate Partners' Approach

13:48 Risk Mitigation and Fraud Prevention

15:06 Speed and Efficiency in Lending

16:18 Case Study: Industrial Complex in Melbourne

17:34 Investor Education and Market Trends

22:30 The Appeal of Private Credit

23:05 Concerns and Risks in Private Credit

24:34 Strategic Focus on Multifamily Housing

26:31 Loan Structuring and Market Dynamics

32:46 Investor Appetite and Market Trends

39:42 Social Impact and Strategic Initiatives

42:22 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 1 Jul 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Brook Scardina, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/113-brook-scardina-oak-real-estate-partners-the-strategic-advantage-of-private-credit-qQhMW7H5 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk


👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ


Connect with Brook Scardina:

Email:  scardina@oakrepartners.com. 

 

Timestamps:

00:00 Welcome and Introductions

00:35 Brook's Professional Journey

02:32 Understanding Private Credit

02:51 Market Volatility and Investment Strategies

04:36 Advantages of Private Credit

06:10 Oak Real Estate Partners' Approach

13:48 Risk Mitigation and Fraud Prevention

15:06 Speed and Efficiency in Lending

16:18 Case Study: Industrial Complex in Melbourne

17:34 Investor Education and Market Trends

22:30 The Appeal of Private Credit

23:05 Concerns and Risks in Private Credit

24:34 Strategic Focus on Multifamily Housing

26:31 Loan Structuring and Market Dynamics

32:46 Investor Appetite and Market Trends

39:42 Social Impact and Strategic Initiatives

42:22 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #113 Brook Scardina, Oak Real Estate Partners - The Strategic Advantage of Private Credit Brook Scardina, Skyler Steinke, Mike Schroeder 00:44:10 Background: Brook Scardina, Managing Partner of Oak Real Estate Partners. Description: Join Mike Schroeder and his co-host Skyler Steinke as they dive into the intricacies of private credit with Brook Scardina, Managing Partner of Oak Real Estate Partners. Brook shares his extensive background in managing investments and pensions at UPS and UNC Management Company, before taking the leap into private credit at Oak Real Estate Partners. Discover how his firm navigates the unique private credit market, focusing on short-duration, senior-secured loans in the underserved sector of $2-$20 million for income-producing commercial real estate assets. Brook highlights the inefficiencies and opportunities within this market, how they mitigate risks, and the strategic advantages it offers to investors. Additionally, the episode delves into the broader financial market context, including volatility, asset allocation, and trends that impact investment strategies. Don't miss Brook's insights on why exposure to private credit can be instrumental in enhancing diversification, improving risk efficiency, and optimizing portfolio returns. Background: Brook Scardina, Managing Partner of Oak Real Estate Partners. Description: Join Mike Schroeder and his co-host Skyler Steinke as they dive into the intricacies of private credit with Brook Scardina, Managing Partner of Oak Real Estate Partners. Brook shares his extensive background in managing investments and pensions at UPS and UNC Management Company, before taking the leap into private credit at Oak Real Estate Partners. Discover how his firm navigates the unique private credit market, focusing on short-duration, senior-secured loans in the underserved sector of $2-$20 million for income-producing commercial real estate assets. Brook highlights the inefficiencies and opportunities within this market, how they mitigate risks, and the strategic advantages it offers to investors. Additionally, the episode delves into the broader financial market context, including volatility, asset allocation, and trends that impact investment strategies. Don't miss Brook's insights on why exposure to private credit can be instrumental in enhancing diversification, improving risk efficiency, and optimizing portfolio returns. finance, alternative investments, investing, oak real estate partners, diversification, private credit, alt funds network true full 113 f9a88e16-5dbc-4876-b5d8-fa8fe74e2516 #112 Evgeny Gokhberg, Re7 Capital - DePIN, SocialFi & DeFi Vaults - An Institutional Prospective Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Evgeny Gokhberg:
Website: https://re7.capital/ 
X: https://x.com/Re7Capital

X: https://x.com/Re7labs

Telegram: https://t.me/+cnFgL485oAMyODU8

 

Timestamps: 

00:00 Introduction and Guest Background

00:47 Journey into Crypto and Blockchain

02:36 Understanding DeFi and Vaults

05:03 Risk Management in DeFi

08:27 Evolution and Future of DeFi

19:19 Exploring DePIN, SocialFi, and ReStaking

32:56 Challenges and Opportunities in DeFi

35:36 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 26 Jun 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Evgeny Gokhberg, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/112-evgeny-gokhberg-re7-capital-depin-socialfi-defi-vaults-an-institutional-prospective-MXS4E9w7 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Evgeny Gokhberg:
Website: https://re7.capital/ 
X: https://x.com/Re7Capital

X: https://x.com/Re7labs

Telegram: https://t.me/+cnFgL485oAMyODU8

 

Timestamps: 

00:00 Introduction and Guest Background

00:47 Journey into Crypto and Blockchain

02:36 Understanding DeFi and Vaults

05:03 Risk Management in DeFi

08:27 Evolution and Future of DeFi

19:19 Exploring DePIN, SocialFi, and ReStaking

32:56 Challenges and Opportunities in DeFi

35:36 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #112 Evgeny Gokhberg, Re7 Capital - DePIN, SocialFi & DeFi Vaults - An Institutional Prospective Evgeny Gokhberg, Skyler Steinke, Mike Schroeder 00:36:13 Background:Evgeny is the Founder and Managing Partner at Re7 Capital - a DeFi centric investment company specialising in DeFi yield and liquid alpha strategies as well as on-chain vault management. With 4 years of consistent positive track record, Re7 is one of the most active DeFi liquidity providers globally, currently overseeing ~$800m. Prior to founding Re7 in 2021, Evgeny accrued over a decade of investment management experience as an investment manager and technologist across hedge funds, banks and enterprise blockchain. Description: In this episode of the Alt Funds Network podcast, hosts Mike Schroeder and Skyler Steinke sit down with Evgeny Gokhberg, founder and managing partner of re seven Capital, a DeFi-centric investment company. Gokhberg shares his journey from traditional finance to the crypto world, discussing re seven Capital’s focus on yield generation, liquidity alpha strategies, and on-chain vault management. The conversation dives into various aspects of DeFi, including risk management, staking, the future of vaults, and new opportunities in deep tech, social finance, and restaking. Evgeny also emphasizes the importance of diversification, the evolution of DeFi tooling, and what lies ahead for Re7 Capital and the broader DeFi landscape. Background:Evgeny is the Founder and Managing Partner at Re7 Capital - a DeFi centric investment company specialising in DeFi yield and liquid alpha strategies as well as on-chain vault management. With 4 years of consistent positive track record, Re7 is one of the most active DeFi liquidity providers globally, currently overseeing ~$800m. Prior to founding Re7 in 2021, Evgeny accrued over a decade of investment management experience as an investment manager and technologist across hedge funds, banks and enterprise blockchain. Description: In this episode of the Alt Funds Network podcast, hosts Mike Schroeder and Skyler Steinke sit down with Evgeny Gokhberg, founder and managing partner of re seven Capital, a DeFi-centric investment company. Gokhberg shares his journey from traditional finance to the crypto world, discussing re seven Capital’s focus on yield generation, liquidity alpha strategies, and on-chain vault management. The conversation dives into various aspects of DeFi, including risk management, staking, the future of vaults, and new opportunities in deep tech, social finance, and restaking. Evgeny also emphasizes the importance of diversification, the evolution of DeFi tooling, and what lies ahead for Re7 Capital and the broader DeFi landscape. crypto, altfundsnetwork, digitalassets, onchainfinance, restaking, defi, re7capital true full 112 c5369b35-0091-4d46-8aff-6c8eedc7632e #111 Francisco Quartin de Macedo, NHD Capital - From Sports Betting to High-Frequency Crypto Trading Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Francisco Quartin de Macedo:
Website: https://www.nhd.capital/ 
LinkedIn: linkedin.com/in/fqm
X: https://x.com/fquartinmacedo 
Instagram: https://www.instagram.com/fqmacedo/?hl=en

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:39 Francisco's Early Life and Love for Numbers

01:39 Teenage Ventures into Sports Betting

02:07 Academic Pursuits and Entrepreneurial Spirit

06:39 Transition to Crypto and Hedge Funds

10:57 Founding a Consciousness-Driven Hedge Fund

13:01 Mental Health and Personal Growth Journey

18:28 Integrating Mental Health into Professional Life

20:13 Practical Tips for Mental Well-being

26:54 Breaking Taboos and Advocating for Mental Health

27:28 Optimizing Body and Mind for Success

28:42 The Role of Coaches and Psychologists

29:33 Systematizing Trading and Personal Development

30:40 Fund Strategy and Jurisdiction Challenges

32:48 Building a High-Performance Fund

35:55 Overcoming Operational Hurdles

40:58 Fundraising and Investor Relations

41:58 Future Roadmap and Vision

44:04 Personal Development and Neuroplasticity

50:51 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 24 Jun 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Francisco Quartin de Macedo, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/111-francisco-quartin-de-macedo-nhd-capital-from-sports-betting-to-high-frequency-crypto-trading-niIJEUP_ Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Francisco Quartin de Macedo:
Website: https://www.nhd.capital/ 
LinkedIn: linkedin.com/in/fqm
X: https://x.com/fquartinmacedo 
Instagram: https://www.instagram.com/fqmacedo/?hl=en

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:39 Francisco's Early Life and Love for Numbers

01:39 Teenage Ventures into Sports Betting

02:07 Academic Pursuits and Entrepreneurial Spirit

06:39 Transition to Crypto and Hedge Funds

10:57 Founding a Consciousness-Driven Hedge Fund

13:01 Mental Health and Personal Growth Journey

18:28 Integrating Mental Health into Professional Life

20:13 Practical Tips for Mental Well-being

26:54 Breaking Taboos and Advocating for Mental Health

27:28 Optimizing Body and Mind for Success

28:42 The Role of Coaches and Psychologists

29:33 Systematizing Trading and Personal Development

30:40 Fund Strategy and Jurisdiction Challenges

32:48 Building a High-Performance Fund

35:55 Overcoming Operational Hurdles

40:58 Fundraising and Investor Relations

41:58 Future Roadmap and Vision

44:04 Personal Development and Neuroplasticity

50:51 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #111 Francisco Quartin de Macedo, NHD Capital - From Sports Betting to High-Frequency Crypto Trading Francisco Quartin de Macedo, Mike Schroeder, Skyler Steinke 00:52:03 Background: Francisco Quartin de Macedo built and led a $300M crypto trading desk before launching his own systematic hedge funds. On a mission to turn financial success into a $1B bet on mental health, consciousness, and real freedom. Challenges the myth that achievement alone leads to happiness — and believes the next real revolution is internal. Description: In this episode of the Alt Funds Network podcast, co-hosts Skylar Steinke and Mike Schroder have an engaging conversation with Francisco Corton Deto of NHD Capital. Francisco discusses his fascinating journey from being a young sports betting prodigy to earning a PhD in Mathematics and transitioning into the crypto trading world. Learn how his passion for identifying inefficiencies has guided his career and led to the founding of a hedge fund focused on high-frequency trading. Francisco also shares his personal evolution towards mental health and consciousness, exploring how these aspects play a critical role in his professional life and future plans for impactful investment strategies. Tune in for a comprehensive take on trading, mental well-being, and rethinking societal norms. Background: Francisco Quartin de Macedo built and led a $300M crypto trading desk before launching his own systematic hedge funds. On a mission to turn financial success into a $1B bet on mental health, consciousness, and real freedom. Challenges the myth that achievement alone leads to happiness — and believes the next real revolution is internal. Description: In this episode of the Alt Funds Network podcast, co-hosts Skylar Steinke and Mike Schroder have an engaging conversation with Francisco Corton Deto of NHD Capital. Francisco discusses his fascinating journey from being a young sports betting prodigy to earning a PhD in Mathematics and transitioning into the crypto trading world. Learn how his passion for identifying inefficiencies has guided his career and led to the founding of a hedge fund focused on high-frequency trading. Francisco also shares his personal evolution towards mental health and consciousness, exploring how these aspects play a critical role in his professional life and future plans for impactful investment strategies. Tune in for a comprehensive take on trading, mental well-being, and rethinking societal norms. nhd capital, consciousleadership, meditationinbusiness, sportsbetting, cryptotrading, alt funds network true full 111 6f2e19b7-fce9-4888-a459-a2b4bcf97567 #110 Gautam Ganeshan & Anthony Tuths, KPMG - Audit and Tax For Crypto Funds Find us online: https://altfunds.io/
Email us with topic ideas: info@altfunds.io
Spotify: https://bit.ly/4afXcan
Apple Podcast: https://apple.co/4akXAUS
Google: https://bit.ly/4am9oXk
 

👇 Click Below to be a guest on our video podcast: 👇
https://bit.ly/46X7cSQ

 

Connect with Gautam Ganeshan & Anthony Tuths:
Company Website: Www.kpmg.com/ky/en/home.hmtl
LinkedIn: https://www.linkedin.com/in/gautam-ganeshan-cpa-ca-cfa-4696931a/
LinkedIn: https://www.linkedin.com/in/anthony-tuths-7123465
X: @AnthonyTuths
 

Background: Gautam Ganeshan is a Partner at KPMG in the Cayman Islands where he focuses on the audits of hedge funds, private equity, and venture capital funds with a more recent focus on digital asset funds. Gautam has been with KPMG for over 15 years and launched the digital asset practice at KPMG Cayman over 8 years ago. Tony Tuths is a tax partner in KPMG's New York office and leads the digital asset practice across the U.S.

Timestamps:
00:00 Welcome and Introductions
00:38 Backgrounds of Our Guests
01:54 KPMG's Entry into Digital Assets
03:58 Building Expertise and Tools
05:46 Challenges and Evolution in the Crypto Space
15:08 Valuation and Pricing of Digital Assets
26:27 Tax Implications and Common Questions
29:45 Navigating Tax Complexities for Foreign Investors
30:39 Exploring Liquid Staking and Market Conventions
31:20 The Debate on Wrapping Tokens and Tax Implications
32:28 Tokenization of Private Funds: Opportunities and Challenges
36:02 The Future of Tokenized Assets and Market Evolution
46:49 Regulatory Clarity and Market Adaptation
50:34 Exciting Developments in Tokenized Funds and Stablecoins
53:02 Connecting with KPMG Experts
 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Big Rock - Take the Lead by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100305
Artist: http://incompetech.com/

]]> Thu, 19 Jun 2025 04:16:53 +0000 mike.schroeder449@gmail.com (Gautam Ganeshan, Tony Tuths, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/audit-and-tax-for-crypto-funds-DatTm4CG Find us online: https://altfunds.io/
Email us with topic ideas: info@altfunds.io
Spotify: https://bit.ly/4afXcan
Apple Podcast: https://apple.co/4akXAUS
Google: https://bit.ly/4am9oXk
 

👇 Click Below to be a guest on our video podcast: 👇
https://bit.ly/46X7cSQ

 

Connect with Gautam Ganeshan & Anthony Tuths:
Company Website: Www.kpmg.com/ky/en/home.hmtl
LinkedIn: https://www.linkedin.com/in/gautam-ganeshan-cpa-ca-cfa-4696931a/
LinkedIn: https://www.linkedin.com/in/anthony-tuths-7123465
X: @AnthonyTuths
 

Background: Gautam Ganeshan is a Partner at KPMG in the Cayman Islands where he focuses on the audits of hedge funds, private equity, and venture capital funds with a more recent focus on digital asset funds. Gautam has been with KPMG for over 15 years and launched the digital asset practice at KPMG Cayman over 8 years ago. Tony Tuths is a tax partner in KPMG's New York office and leads the digital asset practice across the U.S.

Timestamps:
00:00 Welcome and Introductions
00:38 Backgrounds of Our Guests
01:54 KPMG's Entry into Digital Assets
03:58 Building Expertise and Tools
05:46 Challenges and Evolution in the Crypto Space
15:08 Valuation and Pricing of Digital Assets
26:27 Tax Implications and Common Questions
29:45 Navigating Tax Complexities for Foreign Investors
30:39 Exploring Liquid Staking and Market Conventions
31:20 The Debate on Wrapping Tokens and Tax Implications
32:28 Tokenization of Private Funds: Opportunities and Challenges
36:02 The Future of Tokenized Assets and Market Evolution
46:49 Regulatory Clarity and Market Adaptation
50:34 Exciting Developments in Tokenized Funds and Stablecoins
53:02 Connecting with KPMG Experts
 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Big Rock - Take the Lead by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/
Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100305
Artist: http://incompetech.com/

]]> #110 Gautam Ganeshan & Anthony Tuths, KPMG - Audit and Tax For Crypto Funds Gautam Ganeshan, Tony Tuths, Mike Schroeder, Skyler Steinke 00:53:40 Join the All Funds Network podcast with hosts Mike Schroeder and Styler Steinke as they sit down with Gautam and Tony from KPMG to discuss the future of crypto funds. This episode explores KPMG's early entry into the digital asset space, challenges in auditing and tax for crypto assets, and the innovative adoption of technology like blockchain explorers and Chain Fusion. Learn about evolving trends such as tokenized funds, regulatory developments, and the implications of ASU 2023-08. Don't miss insights into the complexities of staking rewards, locked tokens, and the future of stablecoins. Connect with KPMG experts and dive deep into the ever-changing landscape of digital assets! Join the All Funds Network podcast with hosts Mike Schroeder and Styler Steinke as they sit down with Gautam and Tony from KPMG to discuss the future of crypto funds. This episode explores KPMG's early entry into the digital asset space, challenges in auditing and tax for crypto assets, and the innovative adoption of technology like blockchain explorers and Chain Fusion. Learn about evolving trends such as tokenized funds, regulatory developments, and the implications of ASU 2023-08. Don't miss insights into the complexities of staking rewards, locked tokens, and the future of stablecoins. Connect with KPMG experts and dive deep into the ever-changing landscape of digital assets! tax, alternative investments, audit, digital assets, kpmg, institutional crypto, crypto funds, institutional investments, stablecoins true full 110 75165222-c95f-4849-8b0a-7ae22c3dc777 #109 Vincent Randazzo, Viewright Advisors - Buy Sell or Hold? Using Breadth and Liquidity to Make Tactical Allocations Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

Connect with Vincent Randazzo:

Company Website: https://viewright.ai/  

X: @CMTRandazzo

 

Background: Vincent Randazzo (ran-dah-zo) is a chartered market technician, the founder of ViewRight Advisors, and creator of the Defender Program, a systematic risk management overlay for equity portfolios. He brings over two decades of experience, previously serving as Chief Market Strategist at Lowry Research, the oldest technical analysis firm in the country.

 

Timestamps:

00:00 Welcome to the All Funds Network Podcast

00:28 Introducing Vincent Randazzo

01:14 Vincent's Early Career and Insights on Risk Management

02:41 The Value of Technical Analysis

05:28 The Defender Program and Market Breadth Analysis

07:25 Understanding the Chartered Market Technician (CMT) Designation

12:26 The Importance of a Systematic Approach

14:57 Challenges in Risk Management for Advisors

23:33 Divergence in Portfolios and Market Concentration

24:08 Liquidity and Market Confidence

24:48 Market Breadth and Volatility

27:09 Investment Strategies and Scaling Out

30:07 Tactical Investing and Market Signals

30:55 Real-Time Market Examples and Risk Management

37:30 Market Bottoms and Historical Patterns

42:35 Trusting Market Signals and Historical Data

43:49 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 17 Jun 2025 05:00:00 +0000 mike.schroeder449@gmail.com (Vincent Randazzo, Skyler Steinke) https://altfunds.io/episodes/uy-sell-or-hold-using-breadth-and-liquidity-to-make-tactical-allocations-5cJvFGWC Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

Connect with Vincent Randazzo:

Company Website: https://viewright.ai/  

X: @CMTRandazzo

 

Background: Vincent Randazzo (ran-dah-zo) is a chartered market technician, the founder of ViewRight Advisors, and creator of the Defender Program, a systematic risk management overlay for equity portfolios. He brings over two decades of experience, previously serving as Chief Market Strategist at Lowry Research, the oldest technical analysis firm in the country.

 

Timestamps:

00:00 Welcome to the All Funds Network Podcast

00:28 Introducing Vincent Randazzo

01:14 Vincent's Early Career and Insights on Risk Management

02:41 The Value of Technical Analysis

05:28 The Defender Program and Market Breadth Analysis

07:25 Understanding the Chartered Market Technician (CMT) Designation

12:26 The Importance of a Systematic Approach

14:57 Challenges in Risk Management for Advisors

23:33 Divergence in Portfolios and Market Concentration

24:08 Liquidity and Market Confidence

24:48 Market Breadth and Volatility

27:09 Investment Strategies and Scaling Out

30:07 Tactical Investing and Market Signals

30:55 Real-Time Market Examples and Risk Management

37:30 Market Bottoms and Historical Patterns

42:35 Trusting Market Signals and Historical Data

43:49 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #109 Vincent Randazzo, Viewright Advisors - Buy Sell or Hold? Using Breadth and Liquidity to Make Tactical Allocations Vincent Randazzo, Skyler Steinke 00:44:46 Description: In this episode of the All Funds Network podcast, hosts Mike Schroeder and Skyler Steinke are joined by Vincent Randazzo, a Chartered Market Technician and founder of Viewright Advisors. Vincent shares his extensive experience in the market, detailing his journey and the creation of the Defender Program—a systematic risk management overlay for equity portfolios. The discussion covers Vincent's technical analysis background, the importance of market breadth, and how the Defender Program helps manage risk in financial portfolios. Vincent also provides insights into recent market behavior and discusses the advantages of having a robust risk management process. Description: In this episode of the All Funds Network podcast, hosts Mike Schroeder and Skyler Steinke are joined by Vincent Randazzo, a Chartered Market Technician and founder of Viewright Advisors. Vincent shares his extensive experience in the market, detailing his journey and the creation of the Defender Program—a systematic risk management overlay for equity portfolios. The discussion covers Vincent's technical analysis background, the importance of market breadth, and how the Defender Program helps manage risk in financial portfolios. Vincent also provides insights into recent market behavior and discusses the advantages of having a robust risk management process. viewright advisors, market signals, alternative investments, investing, risk managment, institutional finance true full 109 9d7ab6ff-dfb2-4de1-86c0-4831a05bee9f #108 Carsten Hermann, Particula - Revolutionizing Digital Asset Risk Ratings with AI Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Carsten Hermann:

Company Website: www.particula.io 
LinkedIn: https://www.linkedin.com/in/carstenhermann/ 
X: https://x.com/carstenhermann_

 

Timestamps: 

00:00 Introduction to eSports

00:17 Building a Career in eSports

02:46 Transition to Entrepreneurship

03:44 Early Ventures in Web Development

06:07 Exploring Blockchain and Crypto

07:22 Understanding Blockchain Ecosystem

08:56 Introduction to Particula

11:01 Importance of Tokenized Asset Ratings

18:44 Global Trends in Tokenization

25:19 Exploring Smart Contract Risks

26:03 Understanding Oracles in Blockchain

27:17 Access Controls and Security Measures

28:43 Financial Logic and KYC Compliance

30:59 The Evolution of Digital Asset Ratings

35:36 AI in Risk Assessment

42:21 Challenges in Tokenized Assets

48:02 Advice for Issuers and Investors

51:04 Conclusion and Contact Information


Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

            

]]> Thu, 12 Jun 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Carsten Hermann, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/108-carsten-hermann-particula-revolutionizing-digital-asset-risk-ratings-with-ai-DE4TfO61 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Carsten Hermann:

Company Website: www.particula.io 
LinkedIn: https://www.linkedin.com/in/carstenhermann/ 
X: https://x.com/carstenhermann_

 

Timestamps: 

00:00 Introduction to eSports

00:17 Building a Career in eSports

02:46 Transition to Entrepreneurship

03:44 Early Ventures in Web Development

06:07 Exploring Blockchain and Crypto

07:22 Understanding Blockchain Ecosystem

08:56 Introduction to Particula

11:01 Importance of Tokenized Asset Ratings

18:44 Global Trends in Tokenization

25:19 Exploring Smart Contract Risks

26:03 Understanding Oracles in Blockchain

27:17 Access Controls and Security Measures

28:43 Financial Logic and KYC Compliance

30:59 The Evolution of Digital Asset Ratings

35:36 AI in Risk Assessment

42:21 Challenges in Tokenized Assets

48:02 Advice for Issuers and Investors

51:04 Conclusion and Contact Information


Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

            

]]> #108 Carsten Hermann, Particula - Revolutionizing Digital Asset Risk Ratings with AI Carsten Hermann, Mike Schroeder, Skyler Steinke 00:52:17 Background: Carsten Hermann is Co-Founder and CTO of Particula, operating a platform for AI-enabled digital asset risk ratings and onchain analytics. He's an entrepreneur for 16 years now and founded several companies in the hardware and software space. Description: Join us as we delve into an in-depth conversation with Carson Herman, co-founder and CTO of Particula, a platform specializing in AI-enabled digital asset risk ratings and on-chain analytics. Carson shares his journey from building websites to founding several successful businesses in the hardware and software space. We explore the intricacies of blockchain, the utility of tokenized assets, the importance of risk ratings, and the evolving regulatory landscape. Discover how Particula's innovative rating framework brings transparency, trust, and adaptability to the burgeoning market of digital assets. Background: Carsten Hermann is Co-Founder and CTO of Particula, operating a platform for AI-enabled digital asset risk ratings and onchain analytics. He's an entrepreneur for 16 years now and founded several companies in the hardware and software space. Description: Join us as we delve into an in-depth conversation with Carson Herman, co-founder and CTO of Particula, a platform specializing in AI-enabled digital asset risk ratings and on-chain analytics. Carson shares his journey from building websites to founding several successful businesses in the hardware and software space. We explore the intricacies of blockchain, the utility of tokenized assets, the importance of risk ratings, and the evolving regulatory landscape. Discover how Particula's innovative rating framework brings transparency, trust, and adaptability to the burgeoning market of digital assets. #particula, #smartcontractrisk, #aiinfinance, #onchainanalytics, #cryptopodcast, #altfundsnetwork, #digitalassetratings, #digitalassetcompliance, #blockchainsecurity, #riskassessment, #tokenizedassets, #tokenratings, #cryptorisk, #web3trust, #tokenization, #institutionalcrypto true full 108 61d8d3b4-8736-4666-9756-cf172bd37bc0 #107 Alex Ryvkin, Rho Protocol - Institutional Crypto Interest Rates Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ
 

Connect with Alex Ryvkin:

Company Website: https://www.rho.trading/

X: https://x.com/Rho_xyz   

LinkedIn: https://www.linkedin.com/company/rholabshq
 

Timestamps:

00:00 Introduction to Alt Funds Network

00:20 Introducing Alex Ryvkin and RO Protocol

00:52 Understanding Interest Rates in Crypto

03:32 Alex Ryvkin's Background and Journey

04:13 The Birth of RO Protocol

06:36 Crypto Interest Rates as a Benchmark

08:09 Decentralization and Centralized Yield Platforms

10:25 RO Protocol's Roadmap and Market Evolution

12:22 Interest Rate Swaps and Market Dynamics

16:01 Stable Coins and Crypto Rates

20:21 Challenges of Creating Liquid Custom Products

21:07 Bootstrapping Liquidity in a New Market

22:39 Liquidity Strategies and Early Success

23:58 Hypothetical Trades and Market Impact

29:52 Exciting Developments in Crypto

33:23 The Future of DeFi and Market Infrastructure

35:26 TradFi Mindset in the Crypto Space

37:28 Conclusion and Where to Find More Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

 

                    

]]> Fri, 6 Jun 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Alex Ryvkin, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/107-alex-ryvkin-rho-protocol-institutional-crypto-interest-rates-QrUq1zK3 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ
 

Connect with Alex Ryvkin:

Company Website: https://www.rho.trading/

X: https://x.com/Rho_xyz   

LinkedIn: https://www.linkedin.com/company/rholabshq
 

Timestamps:

00:00 Introduction to Alt Funds Network

00:20 Introducing Alex Ryvkin and RO Protocol

00:52 Understanding Interest Rates in Crypto

03:32 Alex Ryvkin's Background and Journey

04:13 The Birth of RO Protocol

06:36 Crypto Interest Rates as a Benchmark

08:09 Decentralization and Centralized Yield Platforms

10:25 RO Protocol's Roadmap and Market Evolution

12:22 Interest Rate Swaps and Market Dynamics

16:01 Stable Coins and Crypto Rates

20:21 Challenges of Creating Liquid Custom Products

21:07 Bootstrapping Liquidity in a New Market

22:39 Liquidity Strategies and Early Success

23:58 Hypothetical Trades and Market Impact

29:52 Exciting Developments in Crypto

33:23 The Future of DeFi and Market Infrastructure

35:26 TradFi Mindset in the Crypto Space

37:28 Conclusion and Where to Find More Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

 

                    

]]> #107 Alex Ryvkin, Rho Protocol - Institutional Crypto Interest Rates Alex Ryvkin, Mike Schroeder, Skyler Steinke 00:38:50 Background:Alex Ryvkin (riv-kin) founded Rho Protocol, the first institutional-grade market for crypto interest rates, in 2022.Before founding Rho,  Alex was crypto custodian Copper's Chief Product Officer, and spent the decade prior in capital markets and fintech as a sales trader, derivatives structurer and startup CEO. Description: In this episode of the Alt Funds Network, we sit down with Alex Ryvkin, the founder of Rho Protocol, the first institutional-grade market for crypto interest rates. We delve into Alex's career background, including his tenure as Copper's Chief Product Officer and his experience in FinTech and capital markets. Alex explains RhO Protocol's aim to create an interest rates decentralized exchange (DEX), bridging the gap between traditional finance rates and various crypto-specific rates, such as staking and perpetual funding. We discuss the challenges of bootstrapping liquidity, the differences between traditional and crypto interest rates, and how RhO Protocol could impact market makers who rely on leverage. Alex also shares his perspectives on the broader crypto and DeFi landscape, including the importance of competitive ecosystems and potential regulatory shifts. Tune in for an insightful conversation on the future of crypto interest rates and institutional adoption. Background:Alex Ryvkin (riv-kin) founded Rho Protocol, the first institutional-grade market for crypto interest rates, in 2022.Before founding Rho,  Alex was crypto custodian Copper's Chief Product Officer, and spent the decade prior in capital markets and fintech as a sales trader, derivatives structurer and startup CEO. Description: In this episode of the Alt Funds Network, we sit down with Alex Ryvkin, the founder of Rho Protocol, the first institutional-grade market for crypto interest rates. We delve into Alex's career background, including his tenure as Copper's Chief Product Officer and his experience in FinTech and capital markets. Alex explains RhO Protocol's aim to create an interest rates decentralized exchange (DEX), bridging the gap between traditional finance rates and various crypto-specific rates, such as staking and perpetual funding. We discuss the challenges of bootstrapping liquidity, the differences between traditional and crypto interest rates, and how RhO Protocol could impact market makers who rely on leverage. Alex also shares his perspectives on the broader crypto and DeFi landscape, including the importance of competitive ecosystems and potential regulatory shifts. Tune in for an insightful conversation on the future of crypto interest rates and institutional adoption. #cryptoinvesting, #decentralizedfinance, #defirates, #institutionaldefi, #defiinnovation, #cryptopodcast, #perpfundingrates, #altfundsnetwork, #cryptoliquidity, #cryptointerestrates, #yieldstrategies, #fintechinnovation, #cryptoyield, #stakingyields, #web3yield, #rhoprotocol, #web3finance, #digitalassets, #tradfitodefi, #cryptomarkets, #interestrateswaps, #cryptoderivatives, #cryptodex, #institutionalcrypto, #defiinfrastructure true full 107 1a02dd9a-958c-48e8-9ba1-48ef92f19396 #106 Sarah Downey & Michael Neff, Lockton - Insuring the Future of Crypto: D&O, Custody, and Coverage Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl 
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Sarah Downey & Michael Neff:
Company Website: https://global.lockton.com/us/en
LinkedIn: https://www.linkedin.com/in/sarah-katz-downey-74557a3/
Youtube: https://www.youtube.com/@LocktonCompanies 

 

Timestamps: 

00:00 Introduction and Guest Backgrounds

01:56 Understanding Insurance Brokers

03:22 Types of Insurance for Digital Assets

10:45 Challenges in the Crypto Insurance Space

13:06 Evolution of the Insurance Market

23:34 Claims and Client Education

29:16 Shift from Multi-SIGs to MPC in Custody

30:02 Evolution of Custody and Insurance

31:35 Impact of High-Profile Hacks

33:24 Barriers to Entry and Client Needs

39:36 Kidnap and Ransom Insurance

44:36 Tokenization and Real Estate

47:59 DeFi and Smart Contract Insurance

49:07 Geographical Considerations in Insurance

51:14 Future of Insurance in Crypto

52:39 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

 

             

]]> Fri, 30 May 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Michael Neff, Sarah Downey, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/106-sarah-downey-michael-neff-lockton-insuring-the-future-of-crypto-do-custody-and-coverage-Wu6l22p1 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl 
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Sarah Downey & Michael Neff:
Company Website: https://global.lockton.com/us/en
LinkedIn: https://www.linkedin.com/in/sarah-katz-downey-74557a3/
Youtube: https://www.youtube.com/@LocktonCompanies 

 

Timestamps: 

00:00 Introduction and Guest Backgrounds

01:56 Understanding Insurance Brokers

03:22 Types of Insurance for Digital Assets

10:45 Challenges in the Crypto Insurance Space

13:06 Evolution of the Insurance Market

23:34 Claims and Client Education

29:16 Shift from Multi-SIGs to MPC in Custody

30:02 Evolution of Custody and Insurance

31:35 Impact of High-Profile Hacks

33:24 Barriers to Entry and Client Needs

39:36 Kidnap and Ransom Insurance

44:36 Tokenization and Real Estate

47:59 DeFi and Smart Contract Insurance

49:07 Geographical Considerations in Insurance

51:14 Future of Insurance in Crypto

52:39 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

 

             

]]> #106 Sarah Downey & Michael Neff, Lockton - Insuring the Future of Crypto: D&O, Custody, and Coverage Michael Neff, Sarah Downey, Skyler Steinke, Mike Schroeder 00:54:52 Background: Sarah Downey, Executive Vice President at Lockton, the world's largest privately held insurance broker. Sarah is an attorney by background and is Lockton's Blockchain & Digital Assets (LEAP) Advisory Leader. Michael Neff is a producer at Lockton and an active member in the crypto/web3 community. Description: In this episode, we host Sarah Downey and Michael Neff from Lockton, the world's largest privately-held insurance broker. They share insights on their careers, the role of insurance brokers in the digital asset space, and the various types of insurance coverage available for companies involved in crypto and digital assets. We discuss the unique challenges and evolving nature of insurance in the industry, including directors and officers liability, cyber insurance, custody-related coverage, and kidnap and ransom insurance. The conversation also covers trends in tokenization, the importance of regulatory clarity, and the evolving relationship between insurance carriers and the crypto ecosystem. Tune in for an informative discussion on protecting digital assets through comprehensive insurance solutions. Background: Sarah Downey, Executive Vice President at Lockton, the world's largest privately held insurance broker. Sarah is an attorney by background and is Lockton's Blockchain & Digital Assets (LEAP) Advisory Leader. Michael Neff is a producer at Lockton and an active member in the crypto/web3 community. Description: In this episode, we host Sarah Downey and Michael Neff from Lockton, the world's largest privately-held insurance broker. They share insights on their careers, the role of insurance brokers in the digital asset space, and the various types of insurance coverage available for companies involved in crypto and digital assets. We discuss the unique challenges and evolving nature of insurance in the industry, including directors and officers liability, cyber insurance, custody-related coverage, and kidnap and ransom insurance. The conversation also covers trends in tokenization, the importance of regulatory clarity, and the evolving relationship between insurance carriers and the crypto ecosystem. Tune in for an informative discussion on protecting digital assets through comprehensive insurance solutions. #insurtech, #smartcontractinsurance, #web3risk, #altfundsnetwork, #cryptoinsurance, #blockchaininsurance, #custodysolutions, #cryptosecurity, #cryptoriskmanagement, #digitalassets, #insuranceinnovation, #lockton, #tokenization true full 106 16c6f59d-fb61-4c66-8a3c-e42de1ec219b #105 Matteo Pandolfi, Bob Rutherford - Why On-Chain Credit Is Crypto’s Next Frontier | Pareto x FalconX Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ


Connect with Mateo Pandolfi and Bob Rutherford:

Pareto

Website: https://pareto.credit/

Pareto marketpace )app): https://app.pareto.credit/  

LinkedIn: https://www.linkedin.com/in/pandolfimatteo/

X (Twitter): https://x.com/paretocredit

Discord: https://discord.com/invite/mpySAJp

Telegram: https://t.me/paretocredit

Blog: https://paragraph.xyz/@pareto 

 

Falcon X

Website: https://www.falconx.io/ 
LinkedIN: https://www.linkedin.com/company/thefalconx

X: https://x.com/falconxnetwork

 

Timestamps:

00:00 Welcome and Guest Introductions

00:40 Mateo Pandolfi on Pareto's Mission

01:55 Bob Rutherford on Falcon X

03:05 History and Evolution of Digital Asset Lending

06:45 Challenges and Innovations in DeFi Credit

12:01 Bridging Traditional Finance and DeFi

16:11 Benefits of On-Chain Structured Credit Facilities

22:26 Understanding the Education Process

22:50 Institutional Interest and Legal Adaptation

25:27 Privacy and Trust in On-Chain Credit

28:11 Primary Credit Side and Borrower Profiles

32:06 Current Market Demand and Future Trends

34:58 Technological Advancements and Future Prospects

41:53 The Falcon X and Pareto Partnership

45:55 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 27 May 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Matteo Pandolfi, Bob Rutherford, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/105-matteo-pandolfi-bob-rutherford-why-on-chain-credit-is-cryptos-next-frontier-pareto-x-falconx-CuS4VjPc Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ


Connect with Mateo Pandolfi and Bob Rutherford:

Pareto

Website: https://pareto.credit/

Pareto marketpace )app): https://app.pareto.credit/  

LinkedIn: https://www.linkedin.com/in/pandolfimatteo/

X (Twitter): https://x.com/paretocredit

Discord: https://discord.com/invite/mpySAJp

Telegram: https://t.me/paretocredit

Blog: https://paragraph.xyz/@pareto 

 

Falcon X

Website: https://www.falconx.io/ 
LinkedIN: https://www.linkedin.com/company/thefalconx

X: https://x.com/falconxnetwork

 

Timestamps:

00:00 Welcome and Guest Introductions

00:40 Mateo Pandolfi on Pareto's Mission

01:55 Bob Rutherford on Falcon X

03:05 History and Evolution of Digital Asset Lending

06:45 Challenges and Innovations in DeFi Credit

12:01 Bridging Traditional Finance and DeFi

16:11 Benefits of On-Chain Structured Credit Facilities

22:26 Understanding the Education Process

22:50 Institutional Interest and Legal Adaptation

25:27 Privacy and Trust in On-Chain Credit

28:11 Primary Credit Side and Borrower Profiles

32:06 Current Market Demand and Future Trends

34:58 Technological Advancements and Future Prospects

41:53 The Falcon X and Pareto Partnership

45:55 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #105 Matteo Pandolfi, Bob Rutherford - Why On-Chain Credit Is Crypto’s Next Frontier | Pareto x FalconX Matteo Pandolfi, Bob Rutherford, Mike Schroeder, Skyler Steinke 00:47:40 Background:Matteo Pandolfi is a Co-Founder of Pareto, a private credit marketplace for institutional borrowers and lenders. Bob Rutherford is the Vice President at FalconX, where [he/she/they] leads strategic initiatives across Finance, Operations, Risk, and Regulatory & Government Affairs. Description: Join us on the Alt Funds Network as we dive into the world of digital asset lending with Mateo Pandolfi, co-founder of Pareto, and Bob Rutherford from Falcon X. Learn about the evolution of decentralized finance (DeFi) and how these industry leaders are creating innovative solutions for institutional credit. Discover how Falcon X is bridging the gap between traditional finance and digital assets, enabling more efficient, transparent, and programmable lending options. Tune in for insights on the future of lending, the role of technology like zero-knowledge proofs, and the importance of regulatory progress in the crypto space. Whether you're an institutional investor or simply curious about the latest trends in DeFi, this conversation is packed with valuable information. Background:Matteo Pandolfi is a Co-Founder of Pareto, a private credit marketplace for institutional borrowers and lenders. Bob Rutherford is the Vice President at FalconX, where [he/she/they] leads strategic initiatives across Finance, Operations, Risk, and Regulatory & Government Affairs. Description: Join us on the Alt Funds Network as we dive into the world of digital asset lending with Mateo Pandolfi, co-founder of Pareto, and Bob Rutherford from Falcon X. Learn about the evolution of decentralized finance (DeFi) and how these industry leaders are creating innovative solutions for institutional credit. Discover how Falcon X is bridging the gap between traditional finance and digital assets, enabling more efficient, transparent, and programmable lending options. Tune in for insights on the future of lending, the role of technology like zero-knowledge proofs, and the importance of regulatory progress in the crypto space. Whether you're an institutional investor or simply curious about the latest trends in DeFi, this conversation is packed with valuable information. #pareto, #cryptopodcast, #altfundsnetwork, #digitallending, #falconx, #programmablefinance, #onchainfinance, #decentralizedlending, #tradfitodefi, #privatecredit, #institutionalcrypto, #zeroknowledgeproofs, #structuredcredit, #deficredit true full 105 eb87eeee-45db-4af5-bd0a-07d3cc991a77 #104 Adam Guren, Hunting Hill - From Wall Street to Crypto: A Journey Through ETF Strategies Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ
 

Connect with Adam Guren:

Company Website: http://www.huntinghill.com/

LinkedIn https://www.linkedin.com/in/adamguren/

Website http://www.huntinghill.com/
 

Timestamps: 

00:00 Introduction to Gambling Strategies

00:49 The Community Spirit of Craps

02:05 Exploring New Variants of Craps

02:43 Transition to Soccer

03:04 Professional Soccer Journey

04:41 From Soccer to Wall Street

05:34 Early Career in Trading

07:12 Venturing into ETFs

10:42 Navigating the Financial Crisis

13:17 Launching Hunting Hill

14:28 Entering the Crypto Space

22:13 Crypto Strategies and Market Evolution

30:21 Exploring Equity and Staking in Crypto

31:10 Introduction to Top 25 Index Fund

33:58 Institutional Investors' Growing Interest in Crypto

38:10 Understanding American Depository Receipts (ADRs)

44:15 Current Market Trends and Price Action

52:41 Challenges and Opportunities in Crypto Fund Management

54:41 Venture Capital in the Crypto Space

57:55 Advice for Starting a New Fund

01:02:01 Conclusion and Contact Information


Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 23 May 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Adam Guren, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/104-adam-guren-hunting-hill-from-wall-street-to-crypto-a-journey-through-etf-strategies-3USszVRp Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ
 

Connect with Adam Guren:

Company Website: http://www.huntinghill.com/

LinkedIn https://www.linkedin.com/in/adamguren/

Website http://www.huntinghill.com/
 

Timestamps: 

00:00 Introduction to Gambling Strategies

00:49 The Community Spirit of Craps

02:05 Exploring New Variants of Craps

02:43 Transition to Soccer

03:04 Professional Soccer Journey

04:41 From Soccer to Wall Street

05:34 Early Career in Trading

07:12 Venturing into ETFs

10:42 Navigating the Financial Crisis

13:17 Launching Hunting Hill

14:28 Entering the Crypto Space

22:13 Crypto Strategies and Market Evolution

30:21 Exploring Equity and Staking in Crypto

31:10 Introduction to Top 25 Index Fund

33:58 Institutional Investors' Growing Interest in Crypto

38:10 Understanding American Depository Receipts (ADRs)

44:15 Current Market Trends and Price Action

52:41 Challenges and Opportunities in Crypto Fund Management

54:41 Venture Capital in the Crypto Space

57:55 Advice for Starting a New Fund

01:02:01 Conclusion and Contact Information


Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #104 Adam Guren, Hunting Hill - From Wall Street to Crypto: A Journey Through ETF Strategies Adam Guren, Skyler Steinke, Mike Schroeder 01:02:54 Background: Adam Guren, Founder and CIO of Hunting Hill Global Capital Description: In this episode, we sit down with Adam, a seasoned hedge fund manager, to explore his journey from Wall Street to founding Hunting Hill. Adam shares his insights on portfolio management, the evolution of the ETF and crypto markets, and strategies for managing risk in today’s rapidly changing financial landscape. We delve into market-neutral strategies, crypto credit markets, venture capital in blockchain technology, and the impact of regulatory environments. Adam also provides valuable advice for those looking to start their own funds and discusses the challenges and opportunities in the current market. Background: Adam Guren, Founder and CIO of Hunting Hill Global Capital Description: In this episode, we sit down with Adam, a seasoned hedge fund manager, to explore his journey from Wall Street to founding Hunting Hill. Adam shares his insights on portfolio management, the evolution of the ETF and crypto markets, and strategies for managing risk in today’s rapidly changing financial landscape. We delve into market-neutral strategies, crypto credit markets, venture capital in blockchain technology, and the impact of regulatory environments. Adam also provides valuable advice for those looking to start their own funds and discusses the challenges and opportunities in the current market. #cryptocredit, #financeleadership, #venturecapital, #altfundsnetwork, #huntinghill, #marketneutral, #blockchaininvesting, #digitalassets, #tradfitodefi, #cryptomarkets, #etfs, #hedgefunds, #institutionalcrypto true full 104 7c0f3500-09fc-4877-a9ec-0a21790dcd26 #103 Chandan Lodha, Cointracker - From Near-Death to Series A: CoinTracker’s Crypto Pivot Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Chandan Lodha:

Website: https://www.cointracker.io/

X: @CoinTracker

 

Timestamps:

00:00 Introduction and Near-Death Experiences

01:15 The Impact of COVID-19 on Coin Tracker

02:26 Survival Strategies and New Product Launch

03:44 Raising $100 Million Series A

03:56 Founding Coin Tracker and Early Crypto Journey

05:29 Building Coin Tracker: Solving Personal Problems

08:11 Entering Y Combinator and Early Success

10:20 Coin Tracker's Core Product and Partnerships

13:00 Challenges in Crypto Tax Compliance

17:17 Tracking DeFi Transactions and Regulatory Changes

27:05 Engineering the Perfect User Experience

28:08 Tax Loss Harvesting: A Game-Changer

29:57 The Future of Institutional Crypto Products

32:59 Addressing Unique Business Needs

36:00 Regulatory Trends and Stablecoin Adoption

42:33 AI and Crypto: The Next Frontier

51:44 Reflections and Future Vision

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 20 May 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Chandan Lodha, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/103-chandan-lodha-cointracker-from-near-death-to-series-a-cointrackers-crypto-pivot-0zcLSJoT Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Chandan Lodha:

Website: https://www.cointracker.io/

X: @CoinTracker

 

Timestamps:

00:00 Introduction and Near-Death Experiences

01:15 The Impact of COVID-19 on Coin Tracker

02:26 Survival Strategies and New Product Launch

03:44 Raising $100 Million Series A

03:56 Founding Coin Tracker and Early Crypto Journey

05:29 Building Coin Tracker: Solving Personal Problems

08:11 Entering Y Combinator and Early Success

10:20 Coin Tracker's Core Product and Partnerships

13:00 Challenges in Crypto Tax Compliance

17:17 Tracking DeFi Transactions and Regulatory Changes

27:05 Engineering the Perfect User Experience

28:08 Tax Loss Harvesting: A Game-Changer

29:57 The Future of Institutional Crypto Products

32:59 Addressing Unique Business Needs

36:00 Regulatory Trends and Stablecoin Adoption

42:33 AI and Crypto: The Next Frontier

51:44 Reflections and Future Vision

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #103 Chandan Lodha, Cointracker - From Near-Death to Series A: CoinTracker’s Crypto Pivot Chandan Lodha, Skyler Steinke, Mike Schroeder 00:55:43 Background: Chandan Lodha, co-founder of CoinTracker. Description: In this episode, we explore the rollercoaster journey of CoinTracker, founded in 2017, as it navigated the turbulence of the cryptocurrency landscape during the early days of COVID-19. Chandan shares how the company managed to stay lean, operating with under $2 million in funding for its first four years, and how they confronted a significant revenue decline during the pandemic. We discuss how CoinTracker pivoted, introduced new products, and successfully raised $100 million in Series A funding. Chandan also talks about his entry into the crypto space, the unique challenges of tracking decentralized financial transactions, and the development of CoinTracker’s enterprise solutions. Plus, he dives into the integration of AI, the rise of stablecoins, and the company’s ambitious long-term vision for digital asset management. Background: Chandan Lodha, co-founder of CoinTracker. Description: In this episode, we explore the rollercoaster journey of CoinTracker, founded in 2017, as it navigated the turbulence of the cryptocurrency landscape during the early days of COVID-19. Chandan shares how the company managed to stay lean, operating with under $2 million in funding for its first four years, and how they confronted a significant revenue decline during the pandemic. We discuss how CoinTracker pivoted, introduced new products, and successfully raised $100 million in Series A funding. Chandan also talks about his entry into the crypto space, the unique challenges of tracking decentralized financial transactions, and the development of CoinTracker’s enterprise solutions. Plus, he dives into the integration of AI, the rise of stablecoins, and the company’s ambitious long-term vision for digital asset management. #cryptopodcast, #cryptotax, #futureofcrypto, #altfundsnetwork, #cryptotaxsolutions, #stablecoins, #defi, #cryptowinter, #taxlossharvesting, #digitalassets, #blockchain, #ycombinator, #aiincrypto, #institutionalcrypto, #cointracker true full 103 b3284845-de4d-4877-8db1-0dde44f598ad #102 Jonthony Aybar, Alpha Growth - DeFi, Crypto & Leadership: Marine Vet’s Journey to Alpha Growth Insights Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Jonthony Aybar:

Company Website: www.alphagrowth.io

X: https://x.com/SSJ2_Spartan  

LinkedIn: https://www.linkedin.com/in/jonthony-aybar/

 

Timestamps:

00:00 Joining the Marine Corps

01:00 Deployment Experiences

03:48 Transition to Civilian Life

04:43 Working for the State Department

05:20 Challenges of Military Transition

07:36 Leadership and Camaraderie in the Marines

12:29 Alpha Growth and Defi Strategies

14:18 Crypto and Blockchain Journey

21:31 Understanding Dex Liquidity

22:13 Incentives and Emissions in DeFi

23:16 Treasury Management Strategies

24:17 The Importance of CDPs and Stablecoins

25:20 Challenges and Overlooked Aspects in DeFi

27:24 Successful DeFi Partnerships and Incentives

28:46 Institutional Involvement in DeFi

30:43 Treasury Management and Yield Strategies

35:14 Governance and Decentralization in DeFi

40:55 Future Trends and Alpha Growth's Role

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 16 May 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Jonthony Aybar, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/102-jonthony-aybar-alpha-growth-defi-crypto-leadership-marine-vets-journey-to-alpha-growth-insights-HNr9UBJc Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Jonthony Aybar:

Company Website: www.alphagrowth.io

X: https://x.com/SSJ2_Spartan  

LinkedIn: https://www.linkedin.com/in/jonthony-aybar/

 

Timestamps:

00:00 Joining the Marine Corps

01:00 Deployment Experiences

03:48 Transition to Civilian Life

04:43 Working for the State Department

05:20 Challenges of Military Transition

07:36 Leadership and Camaraderie in the Marines

12:29 Alpha Growth and Defi Strategies

14:18 Crypto and Blockchain Journey

21:31 Understanding Dex Liquidity

22:13 Incentives and Emissions in DeFi

23:16 Treasury Management Strategies

24:17 The Importance of CDPs and Stablecoins

25:20 Challenges and Overlooked Aspects in DeFi

27:24 Successful DeFi Partnerships and Incentives

28:46 Institutional Involvement in DeFi

30:43 Treasury Management and Yield Strategies

35:14 Governance and Decentralization in DeFi

40:55 Future Trends and Alpha Growth's Role

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #102 Jonthony Aybar, Alpha Growth - DeFi, Crypto & Leadership: Marine Vet’s Journey to Alpha Growth Insights Jonthony Aybar, Mike Schroeder, Skyler Steinke 00:46:15 Background: Jonthony is a Marine Corps veteran working in the crypto, specifically in the DeFi space with some of the top protocols such as Rocket Pool, Compound Finance and Uniswap Description: Join us as we dive into a comprehensive discussion with Jonathan from Alpha Growth. He shares his journey, experiences, and insights into the world of Defi and crypto. Learn about Alpha Growth's strategies for helping protocols grow, managing treasuries, and building ecosystems. Jonathan also explores the importance of leadership, transitioning from military to civilian life, and the parallels between gun ownership and blockchain. This episode is packed with valuable information for anyone interested in the current and future state of Defi and cryptocurrencies. Background: Jonthony is a Marine Corps veteran working in the crypto, specifically in the DeFi space with some of the top protocols such as Rocket Pool, Compound Finance and Uniswap Description: Join us as we dive into a comprehensive discussion with Jonathan from Alpha Growth. He shares his journey, experiences, and insights into the world of Defi and crypto. Learn about Alpha Growth's strategies for helping protocols grow, managing treasuries, and building ecosystems. Jonathan also explores the importance of leadership, transitioning from military to civilian life, and the parallels between gun ownership and blockchain. This episode is packed with valuable information for anyone interested in the current and future state of Defi and cryptocurrencies. #decentralizedfinance, #alphagrowth, #jonthonyaybar, #altfundsnetwork, #protocolgrowth, #stablecoins, #defi, #crypto, #cryptoleadership, #blockchainstrategy, #digitalassets, #web3 true full 102 3edd87d1-6a65-40d6-83b4-23ea69ffe263 #101 Christopher Sullivan, Hyperion Decimus - Surfing, Bitcoin, & Market Fractals: Hedge Fund Expert Shares Finance, Health & Purpose Insights Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Christopher Sullivan:

Company website: www.hyperiondecimus.com 
LinkedIn: https://www.linkedin.com/company/hyperiondecimus

 

Timestamps:

00:00 Introduction and Surfing Background

00:59 Aging and Athleticism

01:56 Surfing and Market Volatility

02:13 Sacred Geometry and Waves

03:27 Big Wave Surfing Experiences

05:18 Career Beginnings at Morgan Stanley

06:04 Historical Perspectives and Market Analysis

11:50 Transition to Crypto and Fund Management

17:53 Current Market Strategies and Trends

24:39 Macro Perspectives and Real Estate Outlook

38:15 Real Estate Investments and Cash Flow

39:50 The Impact of Paper Markets on Silver Prices

41:30 Bitcoin and Market Manipulation

42:45 Risk Management Strategies in Digital Assets

46:02 Fractals and Market Patterns

53:31 Geoengineering and Its Implications

55:42 Health Practices for a Toxic Environment

59:44 The Importance of Purpose and Continuous Work

01:10:38 Final Thoughts and Advice for Aspiring Fund Managers

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 13 May 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Christopher Sullivan, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/101-christopher-sullivan-hyperion-decimus-surfing-bitcoin-market-fractals-hedge-fund-expert-shares-finance-health-purpose-insights-2kkSmTXJ Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Christopher Sullivan:

Company website: www.hyperiondecimus.com 
LinkedIn: https://www.linkedin.com/company/hyperiondecimus

 

Timestamps:

00:00 Introduction and Surfing Background

00:59 Aging and Athleticism

01:56 Surfing and Market Volatility

02:13 Sacred Geometry and Waves

03:27 Big Wave Surfing Experiences

05:18 Career Beginnings at Morgan Stanley

06:04 Historical Perspectives and Market Analysis

11:50 Transition to Crypto and Fund Management

17:53 Current Market Strategies and Trends

24:39 Macro Perspectives and Real Estate Outlook

38:15 Real Estate Investments and Cash Flow

39:50 The Impact of Paper Markets on Silver Prices

41:30 Bitcoin and Market Manipulation

42:45 Risk Management Strategies in Digital Assets

46:02 Fractals and Market Patterns

53:31 Geoengineering and Its Implications

55:42 Health Practices for a Toxic Environment

59:44 The Importance of Purpose and Continuous Work

01:10:38 Final Thoughts and Advice for Aspiring Fund Managers

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #101 Christopher Sullivan, Hyperion Decimus - Surfing, Bitcoin, & Market Fractals: Hedge Fund Expert Shares Finance, Health & Purpose Insights Christopher Sullivan, Mike Schroeder, Skyler Steinke 01:12:18 Background: Christopher Sullivan is the Co-Founder and Portfolio Manager of Hyperion Decimus. Description: Join us in this deep-dive conversation with Chris, a passionate surfer and finance expert from Hyperion Decimus, as he talks about the intersections between surfing, market volatility, fractals, and health. In this episode, Chris shares his journey from Morgan Stanley to launching his own hedge fund, his insights on financial markets, the impact of central banks, and Bitcoin. He also discusses the importance of health practices like fasting, yoga, and detoxing in maintaining peak mental and physical performance. Tune in for an enlightening talk that bridges finance, personal passion, and holistic well-being. Background: Christopher Sullivan is the Co-Founder and Portfolio Manager of Hyperion Decimus. Description: Join us in this deep-dive conversation with Chris, a passionate surfer and finance expert from Hyperion Decimus, as he talks about the intersections between surfing, market volatility, fractals, and health. In this episode, Chris shares his journey from Morgan Stanley to launching his own hedge fund, his insights on financial markets, the impact of central banks, and Bitcoin. He also discusses the importance of health practices like fasting, yoga, and detoxing in maintaining peak mental and physical performance. Tune in for an enlightening talk that bridges finance, personal passion, and holistic well-being. #fractalsinfinance, #cryptohedgefund, #marketvolatility, #bitcoin, #altfundsnetwork, #healthandperformance, #hyperiondecimus, #alternativeinvestments, #digitalassets, #christophersullivan, #macroinvesting, #financeandcrypto true full 101 e9788a92-9876-45f1-bd9b-d4120816194e #100 Nicole Belmont, Far Hills Group LLC - A Placement Agent’s Guide to Fundraising Success Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Nicole Belmont:

Company Website: https://farhills.com/

 

Timestamps: 

00:00 Introduction and Guest Background

01:14 Role and Function of a Placement Agent

01:44 Differences Between Placement Agents and CAP Intro Services

03:27 Types of Funds Using Placement Agents

04:57 Preparing Fund Managers for Investor Meetings

09:17 Fundraising Environment and Market Trends

13:12 Challenges and Strategies for Fund Managers

21:18 Investor Expectations and Fee Structures

28:43 Exploring Due Diligence in Fund Onboarding

30:03 Operational and Compliance Checks

31:27 Red Flags and Transparency

33:25 Investor Due Diligence and Industry Events

34:19 Maximizing Event Participation

36:08 Coaching Fund Managers for Success

38:22 Choosing the Right Placement Agent

44:37 Cold Outreach and Social Media Strategies

46:10 Current Favorable Investment Strategies

47:35 Building Long-Term Investor Relationships

51:15 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 9 May 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Nicole Belmont, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/100-nicole-belmont-far-hills-group-llc-a-placement-agents-guide-to-fundraising-success-8DqTw57P Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Nicole Belmont:

Company Website: https://farhills.com/

 

Timestamps: 

00:00 Introduction and Guest Background

01:14 Role and Function of a Placement Agent

01:44 Differences Between Placement Agents and CAP Intro Services

03:27 Types of Funds Using Placement Agents

04:57 Preparing Fund Managers for Investor Meetings

09:17 Fundraising Environment and Market Trends

13:12 Challenges and Strategies for Fund Managers

21:18 Investor Expectations and Fee Structures

28:43 Exploring Due Diligence in Fund Onboarding

30:03 Operational and Compliance Checks

31:27 Red Flags and Transparency

33:25 Investor Due Diligence and Industry Events

34:19 Maximizing Event Participation

36:08 Coaching Fund Managers for Success

38:22 Choosing the Right Placement Agent

44:37 Cold Outreach and Social Media Strategies

46:10 Current Favorable Investment Strategies

47:35 Building Long-Term Investor Relationships

51:15 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #100 Nicole Belmont, Far Hills Group LLC - A Placement Agent’s Guide to Fundraising Success Nicole Belmont, Mike Schroeder, Skyler Steinke 00:52:09 Background: Nicole Belmont is the Director of Research for Far Hills Group, a placement agent based in NYC. In her role, she is responsible for the sourcing and diligence on potential managers for the firm to work with. Description: Join us as we sit down with Nicole Belmont from Far Hill Group on the Alt Funds Network. Discover the intricacies of placement agents, including their role in asset raising, the differences from CAP intro services, challenges in the current fundraising environment, and the in-depth due diligence process. Nicole also shares valuable advice for emerging fund managers, the importance of quality marketing materials, and strategies to stand out in a competitive market. Whether you are a fund manager looking to grow or an investor seeking insights, this conversation is packed with expert knowledge and practical tips. Background: Nicole Belmont is the Director of Research for Far Hills Group, a placement agent based in NYC. In her role, she is responsible for the sourcing and diligence on potential managers for the firm to work with. Description: Join us as we sit down with Nicole Belmont from Far Hill Group on the Alt Funds Network. Discover the intricacies of placement agents, including their role in asset raising, the differences from CAP intro services, challenges in the current fundraising environment, and the in-depth due diligence process. Nicole also shares valuable advice for emerging fund managers, the importance of quality marketing materials, and strategies to stand out in a competitive market. Whether you are a fund manager looking to grow or an investor seeking insights, this conversation is packed with expert knowledge and practical tips. #institutionalinvestors, #nicolebelmont, #fundmanagertips, #assetraising, #fundmarketing, #privateequity, #altfundsnetwork, #investmentstrategies, #capitalmarkets, #alternativeinvestments, #fundraisingchallenges, #privatefunds, #capintro, #farhills, #alternativeassets, #placementagents, #emergingmanagers, #duediligence, #hedgefunds, #fundraisingstrategies, #operationalduediligence, #investorrelations true full 100 17d01138-7d29-4c4b-8035-757a1fa0d7bd #99 JonPaul Johnkheer and Tyler Resch, Le Mans Trading - Fund of Fund Management Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Tyler Resch and JohnPaul Jonkheer:

Company Website: https://lemanstrading.com/

LinkedIn: http://linkedin.com/company/lemanstrading/about/

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:35 Background of John Paul and Tyler

01:31 Founding of Le Mans Trading

02:49 The Hyperion Fund

03:00 Meeting and Partnership

05:11 Challenges and Solutions in Portfolio Management

07:44 Fund Structure and Strategy

16:17 Market Environment and Investment Strategies

23:41 Opportunistic Market Strategies

23:53 Origins of Le Mans Trading

25:01 Hyperion Fund's Philosophy

25:45 Advisor Allocations and Challenges

30:09 Tax Treatment of Futures Contracts

32:19 Educating RIAs on Alternatives

35:06 Conservative Investment Approaches

38:20 Lessons Learned and Advice for New CTAs

43:08 Connecting with Le Mans Trading

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Le Mans Trading: Past Performance is not indicative of future results.

             

]]> Tue, 6 May 2025 04:00:00 +0000 mike.schroeder449@gmail.com (JonPaul Johnkheer, Tyler Resch, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/99-jonpaul-johnkheer-and-tyler-resch-le-mans-trading-fund-of-fund-management-gY2b9gQP Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Tyler Resch and JohnPaul Jonkheer:

Company Website: https://lemanstrading.com/

LinkedIn: http://linkedin.com/company/lemanstrading/about/

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:35 Background of John Paul and Tyler

01:31 Founding of Le Mans Trading

02:49 The Hyperion Fund

03:00 Meeting and Partnership

05:11 Challenges and Solutions in Portfolio Management

07:44 Fund Structure and Strategy

16:17 Market Environment and Investment Strategies

23:41 Opportunistic Market Strategies

23:53 Origins of Le Mans Trading

25:01 Hyperion Fund's Philosophy

25:45 Advisor Allocations and Challenges

30:09 Tax Treatment of Futures Contracts

32:19 Educating RIAs on Alternatives

35:06 Conservative Investment Approaches

38:20 Lessons Learned and Advice for New CTAs

43:08 Connecting with Le Mans Trading

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Le Mans Trading: Past Performance is not indicative of future results.

             

]]> #99 JonPaul Johnkheer and Tyler Resch, Le Mans Trading - Fund of Fund Management JonPaul Johnkheer, Tyler Resch, Mike Schroeder, Skyler Steinke 00:43:39 Background: Tyler Resch, co founder of Le Mans Trading and industry veteran of over 15 years. JohnPaul Jonkheer, co founder of Le Mans Trading and responsible for business development and fostering connections with other managed futures industry professionals. Description: Join hosts Mike and Skyler on the Alt Funds Network Podcast as they sit down with John-Paul Keer and Tyler Rush from Le Mans Trading. Learn about their extensive backgrounds in the futures industry, how they co-founded Le Mans Trading in 2020, and the innovative approach behind their flagship Hyperion Fund. Discover the advantages of portfolio building, the strategies for maximizing returns while managing risk, and the unique opportunities presented by utilizing commodity trading advisors. The discussion also includes insights on current market trends, the importance of alternative investments in a diversified portfolio, and the nuances of tax treatment for investors. Whether you’re an individual investor or a financial advisor, this episode offers valuable perspectives on navigating the complex landscape of alternative funds. Background: Tyler Resch, co founder of Le Mans Trading and industry veteran of over 15 years. JohnPaul Jonkheer, co founder of Le Mans Trading and responsible for business development and fostering connections with other managed futures industry professionals. Description: Join hosts Mike and Skyler on the Alt Funds Network Podcast as they sit down with John-Paul Keer and Tyler Rush from Le Mans Trading. Learn about their extensive backgrounds in the futures industry, how they co-founded Le Mans Trading in 2020, and the innovative approach behind their flagship Hyperion Fund. Discover the advantages of portfolio building, the strategies for maximizing returns while managing risk, and the unique opportunities presented by utilizing commodity trading advisors. The discussion also includes insights on current market trends, the importance of alternative investments in a diversified portfolio, and the nuances of tax treatment for investors. Whether you’re an individual investor or a financial advisor, this episode offers valuable perspectives on navigating the complex landscape of alternative funds. #taxefficiency, #riaeducation, #altfundsnetwork, #diversifiedportfolio, #lemanstrading, #managedfutures, #investoreducation, #alternativeinvestments, #commoditiesinvesting, #futurestrading, #ctas, #fundoffunds, #hyperionfund true full 99 fe596c6f-d84b-4f08-b582-155b4cdc8926 #98 Travis Jamison, Capital Pad - Small Business Acquisitions Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Travis Jamison:

Company Website: https://capitalpad.com

LinkedIn: https://www.linkedin.com/in/travisvc/

X: https://x.com/Travis_Jamison

 

Timestamps: 

00:00 Introduction to a Decade of Travel

00:26 Living the Four-Hour Work Week Dream

01:18 Exploring Favorite Travel Hubs

02:23 Challenges of Different Locations

03:49 Diverse Business Ventures

05:39 Selling Businesses: Processes and Lessons

09:05 The Big Exit and Its Aftermath

13:49 Transition to Investing

21:55 Capital Pad: Revolutionizing Small Business Investments

29:22 Introduction to SBA Loans

30:16 Understanding Government-Backed Loans

33:39 Due Diligence in Business Investments

37:37 Investment Criteria and Decision Making

38:35 Capital Pad: Platform and Models

41:43 Challenges and Risks in Investments

56:05 Advice for New Investors

58:31 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 2 May 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Travis Jamison, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/98-travis-jamison-capital-pad-small-business-acquisitions-xFApA4vI Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Travis Jamison:

Company Website: https://capitalpad.com

LinkedIn: https://www.linkedin.com/in/travisvc/

X: https://x.com/Travis_Jamison

 

Timestamps: 

00:00 Introduction to a Decade of Travel

00:26 Living the Four-Hour Work Week Dream

01:18 Exploring Favorite Travel Hubs

02:23 Challenges of Different Locations

03:49 Diverse Business Ventures

05:39 Selling Businesses: Processes and Lessons

09:05 The Big Exit and Its Aftermath

13:49 Transition to Investing

21:55 Capital Pad: Revolutionizing Small Business Investments

29:22 Introduction to SBA Loans

30:16 Understanding Government-Backed Loans

33:39 Due Diligence in Business Investments

37:37 Investment Criteria and Decision Making

38:35 Capital Pad: Platform and Models

41:43 Challenges and Risks in Investments

56:05 Advice for New Investors

58:31 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #98 Travis Jamison, Capital Pad - Small Business Acquisitions Travis Jamison, Skyler Steinke, Mike Schroeder 00:59:14 Background: Travis Jamison is a founder of a dozen companies who now allocates capital full-time. Description: Join us in this episode as we dive into Travis' journey traveling around the world and his subsequent ventures into the world of business acquisitions. Travis shares his experiences of starting various businesses, from a marketing agency to SaaS products, and eventually how he transitioned into becoming an investor. Learn about the platforms he created, particularly Capital Pad, which allows accredited investors to invest in profitable small businesses. Travis discusses his criteria for selecting businesses, the due diligence process, and the importance of diversification in the investment space. Whether you're a new or seasoned investor, this episode is packed with insights on making smart investment decisions in boring yet highly profitable businesses. Background: Travis Jamison is a founder of a dozen companies who now allocates capital full-time. Description: Join us in this episode as we dive into Travis' journey traveling around the world and his subsequent ventures into the world of business acquisitions. Travis shares his experiences of starting various businesses, from a marketing agency to SaaS products, and eventually how he transitioned into becoming an investor. Learn about the platforms he created, particularly Capital Pad, which allows accredited investors to invest in profitable small businesses. Travis discusses his criteria for selecting businesses, the due diligence process, and the importance of diversification in the investment space. Whether you're a new or seasoned investor, this episode is packed with insights on making smart investment decisions in boring yet highly profitable businesses. smallbusinessinvesting, privateequity, altfundsnetwork, investorjourney, investsmart, alternativeinvestments, duediligence, capitalpad, digitalnomadlife true full 98 3bbc4700-1178-4785-bd84-be98e6db04f5 #97 Ralph Achacoso, Factor6 Capital, LLC - Fundamental Approach to Investing in Digital Assets Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl 
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ralph Achacoso:

Company Website: https://factor6.capital/

LinkedIn:https://www.linkedin.com/in/ralph-achacoso-cfa-b227a212/

X:https://x.com/RalphFactor6

 

Timestamps: 

00:00 Introduction to Ralph's Background

00:59 Transition from Traditional Finance to Crypto

02:06 Biotech Investing Insights

05:41 Cultural Differences in Crypto

07:56 Factor6 and Investment Strategies

10:42 The Impact of ETFs and Legislation

14:36 The Role of Stablecoins and Future Trends

21:48 AI and Crypto Convergence

25:49 Competing with Tech Giants

26:50 Tokenization in Finance

27:31 Challenges of Secondary Markets

28:47 Tokenization in Real Estate

29:49 Future of Tokenization

31:57 Fundamental Research in Crypto

34:11 Identifying Promising Projects

37:34 Bitcoin Dominance and Market Dynamics

41:05 Legislation and Market Catalysts

47:28 Advice for Aspiring Fund Managers

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

 

Big Rock - Take the Lead by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100305 Artist: http://incompetech.com/

]]> Tue, 29 Apr 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Ralph Achacoso, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/97-ralph-achacoso-factor6-capital-llc-fundamental-approach-to-investing-in-digital-assets-a7IC5_pI Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl 
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ralph Achacoso:

Company Website: https://factor6.capital/

LinkedIn:https://www.linkedin.com/in/ralph-achacoso-cfa-b227a212/

X:https://x.com/RalphFactor6

 

Timestamps: 

00:00 Introduction to Ralph's Background

00:59 Transition from Traditional Finance to Crypto

02:06 Biotech Investing Insights

05:41 Cultural Differences in Crypto

07:56 Factor6 and Investment Strategies

10:42 The Impact of ETFs and Legislation

14:36 The Role of Stablecoins and Future Trends

21:48 AI and Crypto Convergence

25:49 Competing with Tech Giants

26:50 Tokenization in Finance

27:31 Challenges of Secondary Markets

28:47 Tokenization in Real Estate

29:49 Future of Tokenization

31:57 Fundamental Research in Crypto

34:11 Identifying Promising Projects

37:34 Bitcoin Dominance and Market Dynamics

41:05 Legislation and Market Catalysts

47:28 Advice for Aspiring Fund Managers

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

 

Big Rock - Take the Lead by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100305 Artist: http://incompetech.com/

]]> #97 Ralph Achacoso, Factor6 Capital, LLC - Fundamental Approach to Investing in Digital Assets Ralph Achacoso, Mike Schroeder, Skyler Steinke 00:49:22 Background: Ralph Achacoso is the founder and CIO of Factor6 Capital, a fundamentals-driven investment manager focused on the digital asset ecosystem. Before launching Factor6, he spent 15 years on Wall Street, including roles at bulge bracket investment banks and fundamental hedge funds, specializing in Tech, Media, Telecom, and Biotech investments—experience that now informs his rigorous, high-conviction approach to digital assets. Description: Join our conversation with Ralph, a finance professional who transitioned from traditional finance to the Web3 ecosystem. Ralph shares insights from his experience at bulge-bracket banks and biotech hedge funds, drawing parallels between biotech, tech, and crypto investing. Learn about his views on the asymmetric risk-reward profiles in these sectors, and how they influence his current investment strategies in crypto with Factor6. Discover the cultural differences between traditional finance and the energetic, community-driven world of crypto. Ralph also delves into the significance of upcoming legislation, the role of institutional growth through ETFs, and the convergence of AI and crypto. Explore fundamental research in crypto investing and the potential future of tokenization and stablecoins. Background: Ralph Achacoso is the founder and CIO of Factor6 Capital, a fundamentals-driven investment manager focused on the digital asset ecosystem. Before launching Factor6, he spent 15 years on Wall Street, including roles at bulge bracket investment banks and fundamental hedge funds, specializing in Tech, Media, Telecom, and Biotech investments—experience that now informs his rigorous, high-conviction approach to digital assets. Description: Join our conversation with Ralph, a finance professional who transitioned from traditional finance to the Web3 ecosystem. Ralph shares insights from his experience at bulge-bracket banks and biotech hedge funds, drawing parallels between biotech, tech, and crypto investing. Learn about his views on the asymmetric risk-reward profiles in these sectors, and how they influence his current investment strategies in crypto with Factor6. Discover the cultural differences between traditional finance and the energetic, community-driven world of crypto. Ralph also delves into the significance of upcoming legislation, the role of institutional growth through ETFs, and the convergence of AI and crypto. Explore fundamental research in crypto investing and the potential future of tokenization and stablecoins. #cryptoinvesting, #cryptolegislation, #cryptopodcast, #altfundsnetwork, #stablecoins, #defi, #blockchaininvesting, #wallstreettocrypto, #fintechleadership, #aiandcrypto, #ralphachacoso, #digitalassets, #cryptoresearch, #web3, #factor6, #tokenization, #financialinnovation, #cryptoconversations true full 97 a07ff902-5204-4c69-9788-a544efdc0c51 #96 Austin Durgee and Greg Perrin, Sphinx - Future of Commodities Trading Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Austin Durgee and Greg Perrin:

Company Website: https://www.sphx.io/

X: @SphinxProtocol
LinkedIn: https://www.linkedin.com/company/sphx/?viewAsMember=true 
Telegram: http://t.me/sphxcryptlobby

 

Timestamps: 

00:00 Meeting Through Music: The Beginning of a Journey

01:50 Transition to Crypto: A New Chapter

02:14 Diverse Musical Talents and Instruments

03:31 Career Backgrounds and Early Crypto Involvement

07:17 Founding Sphinx: Vision and Mission

15:58 Building Sphinx: Technology and Infrastructure

19:48 Commodities Trading: The Starting Point

20:47 Institutional Adoption of Blockchain

21:11 Sphinx's Unique Approach

22:18 Challenges in Blockchain Adoption

23:32 Capital Efficiencies and Settlement Process

25:42 Attracting Liquidity and Institutional Users

28:42 Community Engagement and Marketing

33:14 Future Vision and Goals

35:08 Communication and Team Dynamics

41:14 Call for Strategic Partners

43:36 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 25 Apr 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder, Austin Durgee, Skyler Steinke, Greg Perrin) https://altfunds.io/episodes/96-austin-durgee-and-greg-perrin-sphinx-future-of-commodities-trading-TgUU25gy Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Austin Durgee and Greg Perrin:

Company Website: https://www.sphx.io/

X: @SphinxProtocol
LinkedIn: https://www.linkedin.com/company/sphx/?viewAsMember=true 
Telegram: http://t.me/sphxcryptlobby

 

Timestamps: 

00:00 Meeting Through Music: The Beginning of a Journey

01:50 Transition to Crypto: A New Chapter

02:14 Diverse Musical Talents and Instruments

03:31 Career Backgrounds and Early Crypto Involvement

07:17 Founding Sphinx: Vision and Mission

15:58 Building Sphinx: Technology and Infrastructure

19:48 Commodities Trading: The Starting Point

20:47 Institutional Adoption of Blockchain

21:11 Sphinx's Unique Approach

22:18 Challenges in Blockchain Adoption

23:32 Capital Efficiencies and Settlement Process

25:42 Attracting Liquidity and Institutional Users

28:42 Community Engagement and Marketing

33:14 Future Vision and Goals

35:08 Communication and Team Dynamics

41:14 Call for Strategic Partners

43:36 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #96 Austin Durgee and Greg Perrin, Sphinx - Future of Commodities Trading Mike Schroeder, Austin Durgee, Skyler Steinke, Greg Perrin 00:44:24 Background: Sphinx is a permissioned Layer 1 blockchain powering GCX, a 24/7 commodities exchange for oil, gas, metals, and more. We’re building the next generation of institutional trading infrastructure with unmatched speed and efficiency. Description: In this episode, the founders of Sphinx—a cutting-edge blockchain project focused on revolutionizing commodities trading—share their journey from the music industry to innovative technology. Greg and Austin discuss how their backgrounds in engineering and viral marketing uniquely positioned them to tackle the challenges in the crypto space. They delve into their experiences with building Sphinx from the ground up, highlighting their application-first approach, integration with Cosmos SDK, and the development of the Global Commodities Exchange (GCX). The conversation covers the importance of trust, authentic communication among team members, the massive market potential of energy derivatives trading, and Sphinx's strategic vision for capturing market share. Whether you're a retail trader, an institutional investor, or someone intrigued by the intersection of technology and finance, this episode offers valuable insights into the ambitions and innovations shaping Sphinx's future. Background: Sphinx is a permissioned Layer 1 blockchain powering GCX, a 24/7 commodities exchange for oil, gas, metals, and more. We’re building the next generation of institutional trading infrastructure with unmatched speed and efficiency. Description: In this episode, the founders of Sphinx—a cutting-edge blockchain project focused on revolutionizing commodities trading—share their journey from the music industry to innovative technology. Greg and Austin discuss how their backgrounds in engineering and viral marketing uniquely positioned them to tackle the challenges in the crypto space. They delve into their experiences with building Sphinx from the ground up, highlighting their application-first approach, integration with Cosmos SDK, and the development of the Global Commodities Exchange (GCX). The conversation covers the importance of trust, authentic communication among team members, the massive market potential of energy derivatives trading, and Sphinx's strategic vision for capturing market share. Whether you're a retail trader, an institutional investor, or someone intrigued by the intersection of technology and finance, this episode offers valuable insights into the ambitions and innovations shaping Sphinx's future. true full 96 f2eb6993-289b-499e-80f5-75d3e2e15556 #95 Lee Bratcher, Texas Blockchain Council - Digital Assets Policy Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl 

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Lee Bratcher:

Website: https://texasblockchaincouncil.org/

x: @lee_bratcher 

Linkedin: https://www.linkedin.com/in/leebratcher/

 

Timestamps:

00:00 Introduction and Background

01:43 From Army to Academia

02:33 Founding the Texas Blockchain Council

03:39 Understanding Trade Associations

04:19 Why Texas?

05:51 The Texas Blockchain Ecosystem

07:50 Federal and State Policy Work

10:12 Challenges in the Digital Asset Space

11:56 Stablecoin Legislation

17:24 Texas Strategic Bitcoin Reserve

20:22 Debanking Explained

21:16 Challenges in Banking for Crypto Businesses

22:22 Current State of Crypto Banking

23:57 Impact of Bank Failures on Crypto

27:28 Legal Actions and Advocacy for Crypto

30:14 Legislative Achievements and Goals

32:26 Market Structure and Institutional Adoption

35:32 Tariffs and Economic Policies

40:03 Future of Blockchain Regulation

40:37 Membership and Community Engagement

41:51 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 22 Apr 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Lee Bratcher, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/95-lee-bratcher-texas-blockchain-council-digital-assets-policy-YjbsQeTb Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl 

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Lee Bratcher:

Website: https://texasblockchaincouncil.org/

x: @lee_bratcher 

Linkedin: https://www.linkedin.com/in/leebratcher/

 

Timestamps:

00:00 Introduction and Background

01:43 From Army to Academia

02:33 Founding the Texas Blockchain Council

03:39 Understanding Trade Associations

04:19 Why Texas?

05:51 The Texas Blockchain Ecosystem

07:50 Federal and State Policy Work

10:12 Challenges in the Digital Asset Space

11:56 Stablecoin Legislation

17:24 Texas Strategic Bitcoin Reserve

20:22 Debanking Explained

21:16 Challenges in Banking for Crypto Businesses

22:22 Current State of Crypto Banking

23:57 Impact of Bank Failures on Crypto

27:28 Legal Actions and Advocacy for Crypto

30:14 Legislative Achievements and Goals

32:26 Market Structure and Institutional Adoption

35:32 Tariffs and Economic Policies

40:03 Future of Blockchain Regulation

40:37 Membership and Community Engagement

41:51 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #95 Lee Bratcher, Texas Blockchain Council - Digital Assets Policy Lee Bratcher, Mike Schroeder, Skyler Steinke 00:42:49 Background:Lee Bratcher is the President and Founder of the Texas Blockchain Council. The Texas Blockchain Council is an industry association with more than 100 member companies and hundreds of individuals that seek to make Texas the jurisdiction of choice for Bitcoin and blockchain innovation. Description: Join us as we dive into an in-depth conversation with Lee Bratcher, President of the Texas Blockchain Council. In this episode, Lee shares his unique journey from Army Officer School and political science academia to founding the Texas Blockchain Council. Learn about Texas' strategic push in the blockchain space, their groundbreaking Bitcoin reserve bill, and the multifaceted role of trade associations in regulatory and business development work. Discover the challenges and opportunities faced by crypto companies, from banking issues to the evolving regulatory landscape for digital assets and stablecoins. Stay tuned for insights on the future of blockchain regulation, market structures, and how Texas aims to become a global powerhouse in the digital economy. Background:Lee Bratcher is the President and Founder of the Texas Blockchain Council. The Texas Blockchain Council is an industry association with more than 100 member companies and hundreds of individuals that seek to make Texas the jurisdiction of choice for Bitcoin and blockchain innovation. Description: Join us as we dive into an in-depth conversation with Lee Bratcher, President of the Texas Blockchain Council. In this episode, Lee shares his unique journey from Army Officer School and political science academia to founding the Texas Blockchain Council. Learn about Texas' strategic push in the blockchain space, their groundbreaking Bitcoin reserve bill, and the multifaceted role of trade associations in regulatory and business development work. Discover the challenges and opportunities faced by crypto companies, from banking issues to the evolving regulatory landscape for digital assets and stablecoins. Stay tuned for insights on the future of blockchain regulation, market structures, and how Texas aims to become a global powerhouse in the digital economy. true full 95 8aa45ea8-fab0-41d1-a067-cca6f5745718 #94 Rajeev Gupta, Alium Capital - Evaluating Investments, Building Relationships & Value Investing Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Rajeev Gupta:

Personal LinkedIn: https://www.linkedin.com/in/rajeev-gupta-9193596/

Company LinkedIn: https://www.linkedin.com/company/alium-capital/?viewAsMember=true

 

Timestamps: 

00:00 Introduction: The Challenges of Investing

02:32 Raj's Early Career at Goldman Sachs

04:51 Founding the Alium Fund

06:02 Investment Strategy and Philosophy

07:15 Evaluating Founders and Companies

11:22 Geographic Focus and Technology Investments

16:40 The Importance of Relationships

18:39 Building Personal Relationships in Business

19:12 Navigating the Noise in Business Conversations

19:47 The Importance of Human Connection

21:19 Reversing the Investor-Company Dynamic

23:14 Strategies for Entering and Exiting Investments

27:29 The Role of Boards in Company Governance

30:06 Opportunities and Challenges in the Australian Market

33:06 Impact of High Interest Rates on Venture Capital

34:43 Economic Growth in Asia-Pacific

36:34 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 15 Apr 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Rajeev Gupta, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/94-rajeev-gupta-alium-capital-evaluating-investments-building-relationships-value-investing-C8395YFO Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Rajeev Gupta:

Personal LinkedIn: https://www.linkedin.com/in/rajeev-gupta-9193596/

Company LinkedIn: https://www.linkedin.com/company/alium-capital/?viewAsMember=true

 

Timestamps: 

00:00 Introduction: The Challenges of Investing

02:32 Raj's Early Career at Goldman Sachs

04:51 Founding the Alium Fund

06:02 Investment Strategy and Philosophy

07:15 Evaluating Founders and Companies

11:22 Geographic Focus and Technology Investments

16:40 The Importance of Relationships

18:39 Building Personal Relationships in Business

19:12 Navigating the Noise in Business Conversations

19:47 The Importance of Human Connection

21:19 Reversing the Investor-Company Dynamic

23:14 Strategies for Entering and Exiting Investments

27:29 The Role of Boards in Company Governance

30:06 Opportunities and Challenges in the Australian Market

33:06 Impact of High Interest Rates on Venture Capital

34:43 Economic Growth in Asia-Pacific

36:34 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #94 Rajeev Gupta, Alium Capital - Evaluating Investments, Building Relationships & Value Investing Rajeev Gupta, Skyler Steinke, Mike Schroeder 00:37:41 Background: Raj has been an investor in both public and private markets in Asia and Nth America since the mid-90s. He is now based in Sydney Australia where he set up a Technology focused Crossover Fund Description: In this episode, Raj discusses his journey from starting at Goldman Sachs in the late '90s to founding Alium Capital. He delves into the challenges and changes in the investment landscape over the decades, particularly focusing on the qualitative and quantitative aspects of investing. Raj shares the philosophy and strategies behind Alium Capital, including their unique approach to company evaluation, their focus on creating value through relationships, and their method of cautious investment and thoughtful exits. He also highlights the growth and potential of the technology sector in Australia and the broader Asia Pacific region. Tune in for insights on venture capital, private equity, and the current investment climate. Background: Raj has been an investor in both public and private markets in Asia and Nth America since the mid-90s. He is now based in Sydney Australia where he set up a Technology focused Crossover Fund Description: In this episode, Raj discusses his journey from starting at Goldman Sachs in the late '90s to founding Alium Capital. He delves into the challenges and changes in the investment landscape over the decades, particularly focusing on the qualitative and quantitative aspects of investing. Raj shares the philosophy and strategies behind Alium Capital, including their unique approach to company evaluation, their focus on creating value through relationships, and their method of cautious investment and thoughtful exits. He also highlights the growth and potential of the technology sector in Australia and the broader Asia Pacific region. Tune in for insights on venture capital, private equity, and the current investment climate. true full 94 96f0417f-2e89-4825-82b1-d66d2f359c30 #93 Brett Kelly, BitGo - Custody, Staking, and Crypto Security Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl 

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Brett Kelly:

Website: https://bitgo.com/

X:@krettbelly 

Telegram: @krettbelly

 

Timestamps:

00:00 Introduction and Welcome

00:47 Guest Background and Career Journey

01:33 BitGo's Evolution and Business Lines

03:35 BitGo's Custody and Staking Services

05:53 Venture Capital Trends in Crypto

09:30 Challenges and Innovations in Custody

13:40 Traditional Finance and Crypto Custody

18:47 BitGo's Competitive Advantages

21:41 Product and Engineering Focus

22:16 Custody and Market Differentiation

22:59 Client Fit and Hot Wallet Solutions

24:10 OTC Desk and Trading Solutions

26:09 Misconceptions in Custody Fees

35:37 Risk Management and Compliance

39:39 Future of Digital Assets and Custody

42:53 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 11 Apr 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Brett Kelly, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/93-brett-kelly-bitgo-custody-staking-and-crypto-security-lGAv_3r2 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl 

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Brett Kelly:

Website: https://bitgo.com/

X:@krettbelly 

Telegram: @krettbelly

 

Timestamps:

00:00 Introduction and Welcome

00:47 Guest Background and Career Journey

01:33 BitGo's Evolution and Business Lines

03:35 BitGo's Custody and Staking Services

05:53 Venture Capital Trends in Crypto

09:30 Challenges and Innovations in Custody

13:40 Traditional Finance and Crypto Custody

18:47 BitGo's Competitive Advantages

21:41 Product and Engineering Focus

22:16 Custody and Market Differentiation

22:59 Client Fit and Hot Wallet Solutions

24:10 OTC Desk and Trading Solutions

26:09 Misconceptions in Custody Fees

35:37 Risk Management and Compliance

39:39 Future of Digital Assets and Custody

42:53 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #93 Brett Kelly, BitGo - Custody, Staking, and Crypto Security Brett Kelly, Skyler Steinke, Mike Schroeder 00:43:43 Background: Brett Kelly, institutional sales at BitGo covering asset managers across custody, staking, and prime brokerage. Description:Join Mike Schroeder and Steinke with the All Funds Network as they sit down with Brett Kelly, Institutional Sales at BitGo, at the BitGo Vault in New York. In this episode, Brett shares his journey at BitGo, a leader in crypto custody and security. They discuss the evolution of BitGo's services, including their growth in staking, custody solutions, and prime brokerage business. Brett provides insights into the challenges and strategies of the crypto landscape, the importance of security, and the role of custodians in the ever-evolving market. He also talks about trends in the venture capital space and how BitGo's unique approach to custody has made it a trusted name in the industry. If you're interested in understanding the complexities of crypto custody and the future of digital asset management, this interview is a must-watch! Background: Brett Kelly, institutional sales at BitGo covering asset managers across custody, staking, and prime brokerage. Description:Join Mike Schroeder and Steinke with the All Funds Network as they sit down with Brett Kelly, Institutional Sales at BitGo, at the BitGo Vault in New York. In this episode, Brett shares his journey at BitGo, a leader in crypto custody and security. They discuss the evolution of BitGo's services, including their growth in staking, custody solutions, and prime brokerage business. Brett provides insights into the challenges and strategies of the crypto landscape, the importance of security, and the role of custodians in the ever-evolving market. He also talks about trends in the venture capital space and how BitGo's unique approach to custody has made it a trusted name in the industry. If you're interested in understanding the complexities of crypto custody and the future of digital asset management, this interview is a must-watch! true full 93 a2d7f915-e8c6-48cd-be33-cb952c6be493 #92 Maredith Hannon, Wisdom Tree - Institutions are Tokenizing Assets Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl 
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Maredith Hannon:

WisdomTree: https://www.wisdomtree.com/

WisdomTree Prime: https://www.wisdomtreeprime.com/?utm_source=referral&utm_medium=wisdomtree.com

WisdomTree Connect: https://www.wisdomtreeconnect.com/

Company X: @WisdomTreePrime 

Personal X: @MaredithH1 

 

Timestamps:

00:00 Introduction and Guest Welcome

00:34 Meredith Hannon's Background and Entry into Digital Assets

04:02 WisdomTree's Journey into Blockchain

08:17 Tokenization and Its Benefits

11:39 Decentralized Identity and Peer-to-Peer Transfers

18:54 Institutional Adoption of DeFi

21:31 Ensuring Asset Security Through Regulation

22:31 Comparing Money Market Funds and Stablecoins

23:21 Innovative Uses of Money Market Funds

25:41 DAOs and Treasury Diversification

28:41 Trends in Tokenization

30:36 Addressing Misconceptions and Risks

34:57 The Tokenization Process

37:07 Future of Financial Services and Tokenization

41:33 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 8 Apr 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Maredith Hannon, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/92-maredith-hannon-wisdom-tree-institutions-are-tokenizing-assets-utEoT90_ Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl 
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Maredith Hannon:

WisdomTree: https://www.wisdomtree.com/

WisdomTree Prime: https://www.wisdomtreeprime.com/?utm_source=referral&utm_medium=wisdomtree.com

WisdomTree Connect: https://www.wisdomtreeconnect.com/

Company X: @WisdomTreePrime 

Personal X: @MaredithH1 

 

Timestamps:

00:00 Introduction and Guest Welcome

00:34 Meredith Hannon's Background and Entry into Digital Assets

04:02 WisdomTree's Journey into Blockchain

08:17 Tokenization and Its Benefits

11:39 Decentralized Identity and Peer-to-Peer Transfers

18:54 Institutional Adoption of DeFi

21:31 Ensuring Asset Security Through Regulation

22:31 Comparing Money Market Funds and Stablecoins

23:21 Innovative Uses of Money Market Funds

25:41 DAOs and Treasury Diversification

28:41 Trends in Tokenization

30:36 Addressing Misconceptions and Risks

34:57 The Tokenization Process

37:07 Future of Financial Services and Tokenization

41:33 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #92 Maredith Hannon, Wisdom Tree - Institutions are Tokenizing Assets Maredith Hannon, Mike Schroeder, Skyler Steinke 00:44:26 Background: Maredith Hannon, Head of Business Development, Digital Assets, WisdomTree Description: In this episode, we sit down with Meredith Hannon, Head of Business Development Digital Assets at WisdomTree, to discuss her journey into the digital asset space and the evolution of blockchain and tokenization at WisdomTree. Meredith shares insights from her roles at Merrill and Morgan Stanley, emphasizing the potential of blockchain technology in financial systems. She further elaborates on WisdomTree's ventures in tokenized funds, their user-friendly platforms for retail and institutional investors, and the significance of identity in the DeFi community. Learn about the key trends and future opportunities in tokenization, the distinctions between money market funds and stablecoins, and how DAOs are diversifying their treasuries. Meredith provides a comprehensive view of how WisdomTree is bridging the gap between traditional and decentralized finance, aiming to redefine the future of financial services. Background: Maredith Hannon, Head of Business Development, Digital Assets, WisdomTree Description: In this episode, we sit down with Meredith Hannon, Head of Business Development Digital Assets at WisdomTree, to discuss her journey into the digital asset space and the evolution of blockchain and tokenization at WisdomTree. Meredith shares insights from her roles at Merrill and Morgan Stanley, emphasizing the potential of blockchain technology in financial systems. She further elaborates on WisdomTree's ventures in tokenized funds, their user-friendly platforms for retail and institutional investors, and the significance of identity in the DeFi community. Learn about the key trends and future opportunities in tokenization, the distinctions between money market funds and stablecoins, and how DAOs are diversifying their treasuries. Meredith provides a comprehensive view of how WisdomTree is bridging the gap between traditional and decentralized finance, aiming to redefine the future of financial services. true full 92 18eb3fdf-fc0c-4c7c-a529-f0a0b27d65bf #91 Paul Howard, Wincent - Digital Assets and Market Making Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Paul Howard:
Website: www.wincent.co 
LinkedIn: https://www.linkedin.com/company/wincent-co  
X: @Wincent_co

 

Timestamps:

00:00 Setting Up the Scene

00:50 Introducing the Guest: Paul Howard

02:45 Paul Howard's Background and Journey

05:14 Understanding Wincent and Its Operations

06:32 Market Dynamics and Regulatory Changes

09:58 Wincent's Expansion and Risk Management

15:15 Future Outlook and Industry Predictions

16:13 Exploring the Future of Crypto and Digital Assets

16:54 High Frequency Trading and Regulation Changes

17:04 The Role of Technology in Liquidity

18:13 Transparency and Data in Crypto

20:37 Market Trends and Fund Strategies

22:54 Institutional Adoption and Stable Coins

24:58 Wincent’s Approach to Market Making

26:46 The Founding of Wincent and Its Culture

28:48 Exciting Developments in Digital Assets

30:10 Conclusion and Final Thoughts

30:26 Connecting with Wincent and Future Prospects

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 4 Apr 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Paul Howard, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/91-paul-howard-wincent-digital-assets-and-market-making-ZwF6Gl3d Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Paul Howard:
Website: www.wincent.co 
LinkedIn: https://www.linkedin.com/company/wincent-co  
X: @Wincent_co

 

Timestamps:

00:00 Setting Up the Scene

00:50 Introducing the Guest: Paul Howard

02:45 Paul Howard's Background and Journey

05:14 Understanding Wincent and Its Operations

06:32 Market Dynamics and Regulatory Changes

09:58 Wincent's Expansion and Risk Management

15:15 Future Outlook and Industry Predictions

16:13 Exploring the Future of Crypto and Digital Assets

16:54 High Frequency Trading and Regulation Changes

17:04 The Role of Technology in Liquidity

18:13 Transparency and Data in Crypto

20:37 Market Trends and Fund Strategies

22:54 Institutional Adoption and Stable Coins

24:58 Wincent’s Approach to Market Making

26:46 The Founding of Wincent and Its Culture

28:48 Exciting Developments in Digital Assets

30:10 Conclusion and Final Thoughts

30:26 Connecting with Wincent and Future Prospects

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #91 Paul Howard, Wincent - Digital Assets and Market Making Paul Howard, Mike Schroeder, Skyler Steinke 00:27:36 Background: Paul Howard is a Senior Director of Wincent, a leading high-frequency cryptocurrency market maker and OTC liquidity provider with more than $700m in AUM they are one of the largest pure-crypto regulated hedge funds in the world. At Wincent, he is responsible for managing senior institutional relationships, strategy and business development across Europe and Asia. Description:In this in-depth and engaging conversation, we sit down with Paul Howard, the Senior Director at Wincent, at Heritage Bakery in New York. Paul shares his journey from being a computer scientist and working at top financial firms like Morgan Stanley and Goldman Sachs, to venturing into the world of digital assets and founding Wincent, a European-based hedge fund specializing in cryptocurrencies. Paul delves into the importance of regulation, risk management, and technology in the rapidly evolving digital asset space. He also touches on Wincent's market-making strategies, the significance of stable coins, and the exciting future prospects for digital finance. Join us as we unpack the intricacies of the digital asset ecosystem and gain invaluable insights from a seasoned expert in the field. Background: Paul Howard is a Senior Director of Wincent, a leading high-frequency cryptocurrency market maker and OTC liquidity provider with more than $700m in AUM they are one of the largest pure-crypto regulated hedge funds in the world. At Wincent, he is responsible for managing senior institutional relationships, strategy and business development across Europe and Asia. Description:In this in-depth and engaging conversation, we sit down with Paul Howard, the Senior Director at Wincent, at Heritage Bakery in New York. Paul shares his journey from being a computer scientist and working at top financial firms like Morgan Stanley and Goldman Sachs, to venturing into the world of digital assets and founding Wincent, a European-based hedge fund specializing in cryptocurrencies. Paul delves into the importance of regulation, risk management, and technology in the rapidly evolving digital asset space. He also touches on Wincent's market-making strategies, the significance of stable coins, and the exciting future prospects for digital finance. Join us as we unpack the intricacies of the digital asset ecosystem and gain invaluable insights from a seasoned expert in the field. true full 91 e2fccd4d-a919-4d8f-909f-1bf45224e0c4 #90 Wilson Veech, reDeFi - Crypto Investment Strategies Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Wilson Veech:

Company Website:https://www.redeficapital.io/   

LinkedIn: https://www.linkedin.com/in/wilsonveech/  

 

Timestamps: 

00:00 Introduction and Welcome

00:27 Wilson's Philosophy on Time Management

02:43 Getting Started in Crypto

04:24 Founding reDeFi and Early Challenges

06:55 Investment Strategies and Fund Management

11:58 Market Predictions and Risk Management

21:56 Regulation and Industry Changes

25:11 Fund Performance and Future Plans

27:08 Bitcoin and Altcoin Market Trends

28:19 Launching a New Fund: Advice and Insights

30:44 Long-Term Goals and Value Investing in Crypto

33:35 Competitive Advantages in the Crypto Market

42:42 Risk Management in Crypto Investments

47:14 Travel and Personal Interests

51:30 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Wed, 2 Apr 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Wilson Veech, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/90-wilson-veech-redefi-crypto-investment-strategies-ZMKPL2la Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Wilson Veech:

Company Website:https://www.redeficapital.io/   

LinkedIn: https://www.linkedin.com/in/wilsonveech/  

 

Timestamps: 

00:00 Introduction and Welcome

00:27 Wilson's Philosophy on Time Management

02:43 Getting Started in Crypto

04:24 Founding reDeFi and Early Challenges

06:55 Investment Strategies and Fund Management

11:58 Market Predictions and Risk Management

21:56 Regulation and Industry Changes

25:11 Fund Performance and Future Plans

27:08 Bitcoin and Altcoin Market Trends

28:19 Launching a New Fund: Advice and Insights

30:44 Long-Term Goals and Value Investing in Crypto

33:35 Competitive Advantages in the Crypto Market

42:42 Risk Management in Crypto Investments

47:14 Travel and Personal Interests

51:30 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #90 Wilson Veech, reDeFi - Crypto Investment Strategies Wilson Veech, Mike Schroeder, Skyler Steinke 00:47:19 Background: With over eight years of crypto experience, Wilson Veech of reDeFi Capital is launching Crypto Special Situation Fund II. Since starting his journey in 2017, he has navigated the market’s ups and downs, helping his family seize key opportunities. Description: Wilson Veech from reDeFi Capital shares the principles behind reDeFi Capital, their innovative investment strategies, and the upcoming launch of their Special Situations Fund. Wilson also offers his perspective on the challenges of managing a crypto fund and what he expects from the market in 2025. With practical advice on risk management, market strategy, and maintaining a flexible investment approach, Wilson’s stories and perspectives provide valuable lessons for investors. Background: With over eight years of crypto experience, Wilson Veech of reDeFi Capital is launching Crypto Special Situation Fund II. Since starting his journey in 2017, he has navigated the market’s ups and downs, helping his family seize key opportunities. Description: Wilson Veech from reDeFi Capital shares the principles behind reDeFi Capital, their innovative investment strategies, and the upcoming launch of their Special Situations Fund. Wilson also offers his perspective on the challenges of managing a crypto fund and what he expects from the market in 2025. With practical advice on risk management, market strategy, and maintaining a flexible investment approach, Wilson’s stories and perspectives provide valuable lessons for investors. true full 90 1b5b2458-ff3b-46ac-9988-c89bc1eb9671 #89 James Ouderkirk, GLASfunds - Alternative Investments and Advisor Solutions Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl 


👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with James Ouderkirk:

Company Website: www.glasfunds.com

LinkedIn: https://www.linkedin.com/company/glasfunds/?viewAsMember=true

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:27 James Ouderkirk's Background and Career Journey

01:41 Overview of GLASfunds

03:09 Clientele and Services Offered by GLASfunds

04:30 Operational Mechanisms and Platform Structure

08:01 Trends in Alternative Investments

10:41 Historical Allocation to Alternatives

16:46 Research and Due Diligence Process

18:24 Bringing New Funds to the Platform

24:23 Investor Appetite and New Opportunities

31:02 Educational Support for Advisors

33:48 Advice for New Fund Managers

36:43 Trends in the Advisor Universe

38:51 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 28 Mar 2025 04:00:00 +0000 mike.schroeder449@gmail.com (James Ouderkirk, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/89-james-ouderkirk-glasfunds-alternative-investments-and-advisor-solutions-pq_beDds Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl 


👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with James Ouderkirk:

Company Website: www.glasfunds.com

LinkedIn: https://www.linkedin.com/company/glasfunds/?viewAsMember=true

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:27 James Ouderkirk's Background and Career Journey

01:41 Overview of GLASfunds

03:09 Clientele and Services Offered by GLASfunds

04:30 Operational Mechanisms and Platform Structure

08:01 Trends in Alternative Investments

10:41 Historical Allocation to Alternatives

16:46 Research and Due Diligence Process

18:24 Bringing New Funds to the Platform

24:23 Investor Appetite and New Opportunities

31:02 Educational Support for Advisors

33:48 Advice for New Fund Managers

36:43 Trends in the Advisor Universe

38:51 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #89 James Ouderkirk, GLASfunds - Alternative Investments and Advisor Solutions James Ouderkirk, Mike Schroeder, Skyler Steinke 00:39:51 Background: Our guest, James Ouderkirk is an Executive Director at GLASfunds, an alternative investment platform for advisors focused on bringing simplicity and scale to their private market programs. James' professional background has included roles as advisor to some of the nation's wealthiest families, alternative investment consultant to RIAs, and chief investment officer for a multi-billion dollar multi family office. Description: Join us for an insightful conversation with James Ouderkirk of GLASfunds as we delve deep into the realm of alternative investments. James discusses his professional journey, the core services GLASfunds offers, and the trends and demands in the financial advisory space. Learn about the diverse client base GLASfunds serves, their innovative platform structure, and how they are facilitating the needs of high net worth individuals and advisors. We also explore the significance of educational resources in the industry, the evolving landscape of RIAs, and the growth of evergreen solutions. This episode is a must-watch for anyone interested in the intricacies of alternative investment platforms and financial advisory services. Background: Our guest, James Ouderkirk is an Executive Director at GLASfunds, an alternative investment platform for advisors focused on bringing simplicity and scale to their private market programs. James' professional background has included roles as advisor to some of the nation's wealthiest families, alternative investment consultant to RIAs, and chief investment officer for a multi-billion dollar multi family office. Description: Join us for an insightful conversation with James Ouderkirk of GLASfunds as we delve deep into the realm of alternative investments. James discusses his professional journey, the core services GLASfunds offers, and the trends and demands in the financial advisory space. Learn about the diverse client base GLASfunds serves, their innovative platform structure, and how they are facilitating the needs of high net worth individuals and advisors. We also explore the significance of educational resources in the industry, the evolving landscape of RIAs, and the growth of evergreen solutions. This episode is a must-watch for anyone interested in the intricacies of alternative investment platforms and financial advisory services. true full 89 e92c7d25-f3a2-423a-a626-be6831743397 #88 Roque Castro and Chris O'Connor, Elysium Tech Group - Trade Settlement in the Digital Age Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Roque Castro and Chris O'Connor:

Company Website: www.elysiumtechgroup.com

Company LinkedIn: https://www.linkedin.com/company/elysium-technology-group

Chris O'Connor: https://www.linkedin.com/in/cdoconno/

Roque Castro: @yesterdayreclaimed

 

Timestamps: 

00:00 Introduction to Elysium Technology

00:32 Elysium's Evolution and Core Offerings

02:03 Addressing Trade Settlement and Market Fragmentation

05:20 Elysium's Journey and Client Solutions

08:12 Crypto Trading Evolution and Market Structure

16:42 Match Hub: Features and Benefits

25:02 Integration and Prime Brokerage in Digital Assets

33:22 Future Vision and AI Integration

37:38 Risk Management and Final Thoughts

41:18 Connecting with Elysium Technology

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 25 Mar 2025 08:23:51 +0000 mike.schroeder449@gmail.com (Roque Castro, Chris O'Connor, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/88-roque-castro-and-chris-oconnor-elysium-tech-group-trade-settlement-in-the-digital-age-gehFhYc5 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Roque Castro and Chris O'Connor:

Company Website: www.elysiumtechgroup.com

Company LinkedIn: https://www.linkedin.com/company/elysium-technology-group

Chris O'Connor: https://www.linkedin.com/in/cdoconno/

Roque Castro: @yesterdayreclaimed

 

Timestamps: 

00:00 Introduction to Elysium Technology

00:32 Elysium's Evolution and Core Offerings

02:03 Addressing Trade Settlement and Market Fragmentation

05:20 Elysium's Journey and Client Solutions

08:12 Crypto Trading Evolution and Market Structure

16:42 Match Hub: Features and Benefits

25:02 Integration and Prime Brokerage in Digital Assets

33:22 Future Vision and AI Integration

37:38 Risk Management and Final Thoughts

41:18 Connecting with Elysium Technology

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #88 Roque Castro and Chris O'Connor, Elysium Tech Group - Trade Settlement in the Digital Age Roque Castro, Chris O'Connor, Mike Schroeder, Skyler Steinke 00:42:49 Background: Chris O'Connor is the CEO of Elysium LD Technology, a fintech specializing in back/middle office workflow automation for Forex and Digital Asset markets. Chris' background includes close to 20 years of experience supporting trading systems operating in OTC markets. Roque Castro is the Chief Commercial Officer at Elysium, driving innovation in institutional post-trade solutions for digital assets. With a background in Traditional Finance and a decade in E-FX, FX Clearing, and Prime Services, he now bridges the gap between TradFi and crypto. Description: Join us for an in-depth discussion with Roque Castro and Chris O'Connor from Elysium Technology, as they delve into the company's evolution from a global macro discretionary fund to a leading provider of software solutions in the digital asset space. Learn how Elysium's platform, Match Hub, is tackling trade settlement, reconciliation, and operational inefficiencies, particularly in the OTC crypto market. Discover their insights on the shifting landscape of digital asset trading, the role of prime brokerage, and the integration of AI in financial technologies. Tune in to understand how Elysium is helping institutions scale and navigate the complex world of digital assets. Background: Chris O'Connor is the CEO of Elysium LD Technology, a fintech specializing in back/middle office workflow automation for Forex and Digital Asset markets. Chris' background includes close to 20 years of experience supporting trading systems operating in OTC markets. Roque Castro is the Chief Commercial Officer at Elysium, driving innovation in institutional post-trade solutions for digital assets. With a background in Traditional Finance and a decade in E-FX, FX Clearing, and Prime Services, he now bridges the gap between TradFi and crypto. Description: Join us for an in-depth discussion with Roque Castro and Chris O'Connor from Elysium Technology, as they delve into the company's evolution from a global macro discretionary fund to a leading provider of software solutions in the digital asset space. Learn how Elysium's platform, Match Hub, is tackling trade settlement, reconciliation, and operational inefficiencies, particularly in the OTC crypto market. Discover their insights on the shifting landscape of digital asset trading, the role of prime brokerage, and the integration of AI in financial technologies. Tune in to understand how Elysium is helping institutions scale and navigate the complex world of digital assets. true full 88 3a456e78-cc9a-4d2c-887b-83fc2ffc13d1 #87 Ilya Paveliev, Arete Capital - Insights on Web3, AI, and Crypto Trends Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ilya Paveliev:

Company Website: https://www.aretecapital.xyz/

Social Media Account:https://www.linkedin.com/in/trinityinvestor/

 

Timestamps:

00:00 Introduction and Guest Background

03:16 Current Focus: Trends and Opportunities in DeFi, Gaming, and AI

03:32 Market Structure and Capital Scarcity

07:41 Defining Liquid Venture and Its Importance

09:08 AI and Web3: Convergence and Challenges

13:24 DeFi: Institutional Adoption and Technological Advancements

19:17 Web3 Adoption and Gaming

25:26 Applied AI: Real-World Use Cases

31:48 Macro Perspective and Final Thoughts

35:26 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 21 Mar 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Ilya Paveliev, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/87-ilya-paveliev-arete-capital-insights-on-web3-ai-and-crypto-trends-g76BzEw_ Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ilya Paveliev:

Company Website: https://www.aretecapital.xyz/

Social Media Account:https://www.linkedin.com/in/trinityinvestor/

 

Timestamps:

00:00 Introduction and Guest Background

03:16 Current Focus: Trends and Opportunities in DeFi, Gaming, and AI

03:32 Market Structure and Capital Scarcity

07:41 Defining Liquid Venture and Its Importance

09:08 AI and Web3: Convergence and Challenges

13:24 DeFi: Institutional Adoption and Technological Advancements

19:17 Web3 Adoption and Gaming

25:26 Applied AI: Real-World Use Cases

31:48 Macro Perspective and Final Thoughts

35:26 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #87 Ilya Paveliev, Arete Capital - Insights on Web3, AI, and Crypto Trends Ilya Paveliev, Skyler Steinke, Mike Schroeder 00:36:07 Background:Ilya Paveliev, Arete Capital – Digital Asset Investor and Web3 Mentor Description: In this episode, Ilya Pev, a seasoned digital asset investor and Web3 mentor, shares his journey from economics at Trinity College to fintech in London, and his current role as co-founder of Arete Capital. He discusses the evolution and future potential of Web3 technologies, decentralized finance, and AI, touching on market trends, investment strategies, and the impact of AI on crypto and gaming. Pev also offers his perspective on the current macroeconomic climate and the synergistic opportunities between AI and Web3 adoption. Background:Ilya Paveliev, Arete Capital – Digital Asset Investor and Web3 Mentor Description: In this episode, Ilya Pev, a seasoned digital asset investor and Web3 mentor, shares his journey from economics at Trinity College to fintech in London, and his current role as co-founder of Arete Capital. He discusses the evolution and future potential of Web3 technologies, decentralized finance, and AI, touching on market trends, investment strategies, and the impact of AI on crypto and gaming. Pev also offers his perspective on the current macroeconomic climate and the synergistic opportunities between AI and Web3 adoption. true full 87 c76fd739-c8e6-422b-8dff-1809941886ed #86 Damon Xu, 1Token - Crypto Portfolio Management Insights Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Damon Xu:

Company Website: https://1token.tech/ 
LinkedIn: https://www.linkedin.com/in/damon-xu-41163938/

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:41 Damon Xu's Background in FinTech

01:34 Transition to Crypto and Early Market Insights

03:38 The Birth of 1Token

04:04 Crypto Portfolio Management and Client Focus

06:24 Challenges and Solutions in Crypto Asset Management

11:14 Integration with Traditional Systems

19:17 Separately Managed Account (SMA) vs. Fund Structures in Crypto

24:57 Institutional DeFi Trends

25:03 Institutional Shift to DeFi

26:18 Understanding DeFi Strategies and Platforms

28:35 Challenges in DeFi Portfolio Management

32:25 Risk Monitoring Tools in DeFi

35:00 Benchmarking and Performance Analysis

43:59 AI Integration in DeFi

49:11 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Wed, 19 Mar 2025 01:18:55 +0000 mike.schroeder449@gmail.com (Damon Xu, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/86-damon-xu-1token-crypto-asset-management-dLrLYYBC Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Damon Xu:

Company Website: https://1token.tech/ 
LinkedIn: https://www.linkedin.com/in/damon-xu-41163938/

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:41 Damon Xu's Background in FinTech

01:34 Transition to Crypto and Early Market Insights

03:38 The Birth of 1Token

04:04 Crypto Portfolio Management and Client Focus

06:24 Challenges and Solutions in Crypto Asset Management

11:14 Integration with Traditional Systems

19:17 Separately Managed Account (SMA) vs. Fund Structures in Crypto

24:57 Institutional DeFi Trends

25:03 Institutional Shift to DeFi

26:18 Understanding DeFi Strategies and Platforms

28:35 Challenges in DeFi Portfolio Management

32:25 Risk Monitoring Tools in DeFi

35:00 Benchmarking and Performance Analysis

43:59 AI Integration in DeFi

49:11 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #86 Damon Xu, 1Token - Crypto Portfolio Management Insights Damon Xu, Skyler Steinke, Mike Schroeder 00:50:02 Background: Damon Xu is the founder & CEO of 1Token, top portfolio/risk/accounting software provider for digital assets covering CeFi& DeFi. Description: Join us for an engaging episode on the All Fudges Network podcast as we sit down with Damon Xu, founder and CEO of 1Token (https://1token.tech/). In this episode, Damon delves into his journey from a computer science background into the fintech and crypto industry, eventually leading to the creation of 1Token—an institutional-grade portfolio risk and accounting software for digital assets. Damon shares insights about the gaps in the market, the challenges of managing crypto portfolios, and innovative solutions for both CeFi and DeFi. Learn about the evolution of their product, their client base, the rise of institutions in DeFi, risk monitoring tools, and the potential impact of AI in the financial software landscape. Don't miss this comprehensive discussion on the future of crypto asset management! Background: Damon Xu is the founder & CEO of 1Token, top portfolio/risk/accounting software provider for digital assets covering CeFi& DeFi. Description: Join us for an engaging episode on the All Fudges Network podcast as we sit down with Damon Xu, founder and CEO of 1Token (https://1token.tech/). In this episode, Damon delves into his journey from a computer science background into the fintech and crypto industry, eventually leading to the creation of 1Token—an institutional-grade portfolio risk and accounting software for digital assets. Damon shares insights about the gaps in the market, the challenges of managing crypto portfolios, and innovative solutions for both CeFi and DeFi. Learn about the evolution of their product, their client base, the rise of institutions in DeFi, risk monitoring tools, and the potential impact of AI in the financial software landscape. Don't miss this comprehensive discussion on the future of crypto asset management! true full 86 a5938025-79e2-4a3c-a52f-218fc6bbe894 #85 John Divine, Blockfills - Bitcoin Options & Strategies Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl

 

Click Below to be a guest on our video podcast: https://bit.ly/46X7cSQ

 

Connect with John Divine:

Company Website: https://www.blockfills.com/

Personal Website: https://johndivine.io/

X: @iamjohndivine    

LinkedIn: https://www.linkedin.com/in/john-divine/      

Amazon: https://www.amazon.com/Bitcoin-Options-Energy-Storage-Management/dp/B0D28NL8RL

 

Timestamps: 

00:00 Introduction

00:42 John Divine's Journey into Crypto

03:48 Understanding Liquidity in Crypto Markets

04:41 The Role of Dark Pools in Bitcoin Trading

08:43 Evolution of Bitcoin Options and Futures

18:22 Market Participants and Strategies

20:26 Inspiration Behind the Book

25:01 Bitcoin Options Strategies

33:19 Understanding Bitcoin Options and Implied Volatility

34:01 Monetizing Bitcoin Volatility: Strategies and Insights

34:57 Exploring Zero Cost Collars and Optimized HODL

35:16 The Concept of Selling the Dream in Bitcoin

37:15 Understanding Skew and Its Implications in Bitcoin

39:34 Ethereum's Upcoming Hard Fork and Market Sentiment

42:09 Cash Secured Puts: A Strategy for New Positions

48:41 The Role of ETFs in Digital Asset Adoption

52:14 The Future of Tokenization and Real-World Applications

01:00:24 Final Thoughts and Risk Management in Options Trading

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 14 Mar 2025 04:00:00 +0000 mike.schroeder449@gmail.com (John Divine, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/85-john-divine-blockfills-bitcoin-options-strategies-tVqCrWAH Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

YouTube: https://bit.ly/3GE1UBl

 

Click Below to be a guest on our video podcast: https://bit.ly/46X7cSQ

 

Connect with John Divine:

Company Website: https://www.blockfills.com/

Personal Website: https://johndivine.io/

X: @iamjohndivine    

LinkedIn: https://www.linkedin.com/in/john-divine/      

Amazon: https://www.amazon.com/Bitcoin-Options-Energy-Storage-Management/dp/B0D28NL8RL

 

Timestamps: 

00:00 Introduction

00:42 John Divine's Journey into Crypto

03:48 Understanding Liquidity in Crypto Markets

04:41 The Role of Dark Pools in Bitcoin Trading

08:43 Evolution of Bitcoin Options and Futures

18:22 Market Participants and Strategies

20:26 Inspiration Behind the Book

25:01 Bitcoin Options Strategies

33:19 Understanding Bitcoin Options and Implied Volatility

34:01 Monetizing Bitcoin Volatility: Strategies and Insights

34:57 Exploring Zero Cost Collars and Optimized HODL

35:16 The Concept of Selling the Dream in Bitcoin

37:15 Understanding Skew and Its Implications in Bitcoin

39:34 Ethereum's Upcoming Hard Fork and Market Sentiment

42:09 Cash Secured Puts: A Strategy for New Positions

48:41 The Role of ETFs in Digital Asset Adoption

52:14 The Future of Tokenization and Real-World Applications

01:00:24 Final Thoughts and Risk Management in Options Trading

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #85 John Divine, Blockfills - Bitcoin Options & Strategies John Divine, Mike Schroeder, Skyler Steinke 01:03:15 Background: John Divine - Managing Director of OTC Trading at BlockFills Description:Explore the world of Bitcoin options and crypto market liquidity with John Divine, Managing Director of OTC Trading at Blockfills. John shares his journey from trading precious metals at the Chicago Mercantile Exchange to becoming a key player in the crypto markets. Gain insights into the importance of liquidity, the differences between public and dark pool exchanges, and the evolution of Bitcoin options markets. Discover detailed strategies like covered calls, zero-cost collars, and cash-secured puts tailored for Bitcoin and Ethereum. Plus, hear John’s thoughts on the future of tokenization, the relevance of spot Bitcoin ETFs, and the potential of universal basic income through blockchain technology. This episode offers valuable perspectives for both newcomers and experienced traders in the crypto space. Background: John Divine - Managing Director of OTC Trading at BlockFills Description:Explore the world of Bitcoin options and crypto market liquidity with John Divine, Managing Director of OTC Trading at Blockfills. John shares his journey from trading precious metals at the Chicago Mercantile Exchange to becoming a key player in the crypto markets. Gain insights into the importance of liquidity, the differences between public and dark pool exchanges, and the evolution of Bitcoin options markets. Discover detailed strategies like covered calls, zero-cost collars, and cash-secured puts tailored for Bitcoin and Ethereum. Plus, hear John’s thoughts on the future of tokenization, the relevance of spot Bitcoin ETFs, and the potential of universal basic income through blockchain technology. This episode offers valuable perspectives for both newcomers and experienced traders in the crypto space. true full 85 95372ee0-fcfb-447d-bfcc-ffc6bc11ed01 #84 Daniel Blum, Evan Capital LLC - Rules-Based Investing with Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Daniel Blum:

Company Website: www.evancapital.com

LinkedIn: www.linkedin.com/in/dan-blum-b153439

 

Timestamps: 

00:00 Introduction to Daniel Blum

00:38 Early Experiences and the Tech Bubble

02:44 Commercial Real Estate and the Housing Market

04:41 Transition to Trading and Investment Strategies

09:05 Launching Glenhaven Capital

13:28 Challenges and Lessons in Systematic Investing

20:12 Establishing Evan Capital

28:13 High Volatility Investing: A Contrarian Approach

30:53 Investor Preferences and Challenges

32:25 Market Trends and Diversification

35:34 Commodities and Trend Following

39:32 Real Estate and Diversification Strategies

47:22 Advice for Aspiring Fund Managers

49:19 Final Thoughts and Contact Information

 

Disclaimers:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Evan Capital is a registered investment adviser in Texas. This content is for informational purposes only and does not constitute a recommendation, advice, or solicitation for the purchase or sale of any securities. The investment strategies shared are based on historical experiences and may not be suitable for all investors or reflective of current market conditions. No one can predict or project performance, and forward-looking statements are not guarantees. Investing involves risk, including the risk of loss.

]]> Tue, 11 Mar 2025 04:00:00 +0000 mike.schroeder449@gmail.com (Daniel Blum, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/84-daniel-blum-evan-capital-llc-rules-based-investing-with-DbkO4brX Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Daniel Blum:

Company Website: www.evancapital.com

LinkedIn: www.linkedin.com/in/dan-blum-b153439

 

Timestamps: 

00:00 Introduction to Daniel Blum

00:38 Early Experiences and the Tech Bubble

02:44 Commercial Real Estate and the Housing Market

04:41 Transition to Trading and Investment Strategies

09:05 Launching Glenhaven Capital

13:28 Challenges and Lessons in Systematic Investing

20:12 Establishing Evan Capital

28:13 High Volatility Investing: A Contrarian Approach

30:53 Investor Preferences and Challenges

32:25 Market Trends and Diversification

35:34 Commodities and Trend Following

39:32 Real Estate and Diversification Strategies

47:22 Advice for Aspiring Fund Managers

49:19 Final Thoughts and Contact Information

 

Disclaimers:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Evan Capital is a registered investment adviser in Texas. This content is for informational purposes only and does not constitute a recommendation, advice, or solicitation for the purchase or sale of any securities. The investment strategies shared are based on historical experiences and may not be suitable for all investors or reflective of current market conditions. No one can predict or project performance, and forward-looking statements are not guarantees. Investing involves risk, including the risk of loss.

]]> #84 Daniel Blum, Evan Capital LLC - Rules-Based Investing with Daniel Blum, Skyler Steinke, Mike Schroeder 00:51:51 Background: Founder of Evan Capital, a TX-based RIA and Glenhaven Capital, a CPO (commodity pool operator).  Both companies utilize the same rules-based investment/trading philosophy. Description: Join us for an insightful conversation with Daniel Blum, founder of Evan Capital and Glenhaven Capital, as he takes us through his journey—from navigating the tech bubble to commercial real estate and launching his own investment funds. Daniel shares key lessons on the power of a rules-based investment philosophy, the discipline required for systematic trading, and how early career experiences shape an investor’s mindset. We also explore the distinctions between his RIA and CPO entities, managing investor expectations, and the invaluable lessons learned from major market drawdowns. Whether you're a budding fund manager or a seasoned investor, this episode is packed with actionable insights on mastering market complexities. Background: Founder of Evan Capital, a TX-based RIA and Glenhaven Capital, a CPO (commodity pool operator).  Both companies utilize the same rules-based investment/trading philosophy. Description: Join us for an insightful conversation with Daniel Blum, founder of Evan Capital and Glenhaven Capital, as he takes us through his journey—from navigating the tech bubble to commercial real estate and launching his own investment funds. Daniel shares key lessons on the power of a rules-based investment philosophy, the discipline required for systematic trading, and how early career experiences shape an investor’s mindset. We also explore the distinctions between his RIA and CPO entities, managing investor expectations, and the invaluable lessons learned from major market drawdowns. Whether you're a budding fund manager or a seasoned investor, this episode is packed with actionable insights on mastering market complexities. true full 84 f4ea2510-ba0a-49a5-a0a4-24b476dfb32a #83 Jake Boaz, Crypto Yield Capital - Generating Yield from Crypto Assets Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Jake Boaz:

Company Website: https://cryptoyieldcapital.com/

LinkedIn: https://www.linkedin.com/in/jakeboaz/

 

Timestamps:

00:00 Introduction and Welcome

00:42 Jake's Background and Career Journey

01:15 Starting Crypto Yield Capital

02:10 Jake's Crypto Story

03:22 Defining Moments and Taking Outside Capital

05:05 Fund Strategies and Yield Generation

07:18 Research and Keeping Up with the Ecosystem

14:33 Risk Management and Challenges

23:56 Raising Capital and Investor Sentiment

26:07 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 7 Mar 2025 05:00:00 +0000 mike.schroeder449@gmail.com (Jake Boaz, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/83-jake-boaz-crypto-yield-capital-generating-yield-from-crypto-assets-02EPE_4K Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Jake Boaz:

Company Website: https://cryptoyieldcapital.com/

LinkedIn: https://www.linkedin.com/in/jakeboaz/

 

Timestamps:

00:00 Introduction and Welcome

00:42 Jake's Background and Career Journey

01:15 Starting Crypto Yield Capital

02:10 Jake's Crypto Story

03:22 Defining Moments and Taking Outside Capital

05:05 Fund Strategies and Yield Generation

07:18 Research and Keeping Up with the Ecosystem

14:33 Risk Management and Challenges

23:56 Raising Capital and Investor Sentiment

26:07 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #83 Jake Boaz, Crypto Yield Capital - Generating Yield from Crypto Assets Jake Boaz, Mike Schroeder, Skyler Steinke 00:26:50 Background: Jake Boaz is the CEO and founder of Crypto Yield Capital, specializing in digital asset investments and private equity strategies. With a background in investment banking and private equity, Jake brings institutional credibility and innovation to the crypto hedge fund industry. Description: Jake Boaz from Crypto Yield Capital joins us from East Denver to share his journey from traditional finance to launching a hedge fund specializing in generating yields from crypto assets. He breaks down key strategies like lending, staking, and market making, emphasizing the importance of diversification and risk management. Jake also explores trends in decentralized finance and AI, the shifting regulatory landscape, and offers advice for those looking to enter the crypto fund space. Don't miss this deep dive into the evolving world of crypto finance. Background: Jake Boaz is the CEO and founder of Crypto Yield Capital, specializing in digital asset investments and private equity strategies. With a background in investment banking and private equity, Jake brings institutional credibility and innovation to the crypto hedge fund industry. Description: Jake Boaz from Crypto Yield Capital joins us from East Denver to share his journey from traditional finance to launching a hedge fund specializing in generating yields from crypto assets. He breaks down key strategies like lending, staking, and market making, emphasizing the importance of diversification and risk management. Jake also explores trends in decentralized finance and AI, the shifting regulatory landscape, and offers advice for those looking to enter the crypto fund space. Don't miss this deep dive into the evolving world of crypto finance. true full 83 c58e89e2-677c-436a-a26a-9e93a269457e #82 Andrew Cramer, Bridgeview - Investing In Manufactured Housing Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Andrew Cramer:

Company Website: https://www.bridgeviewassetmanagement.com/

 

Timestamps:

00:00 Introduction to the Podcast and Guest

00:50 Andrew Cramer's Journey into Real Estate

02:56 The Evolution of Manufactured Housing

04:57 Impact of 2008 Financial Crisis

07:52 Challenges and Opportunities in Manufactured Housing

15:11 First Property Purchase and Lessons Learned

21:48 Building a Business and Team Dynamics

30:48 Building an Efficient Team

32:00 Challenges of Leadership

33:35 Market Dynamics and Housing Affordability

37:01 Tiny Homes and New Building Technologies

43:01 Impact Investing in Affordable Housing

45:45 Opportunities in Manufactured Housing

50:06 Nightmare Tenants and Property Management

53:46 Canine Search and Rescue

55:45 Advice for Real Estate Investors

01:00:00 Connecting with Bridgeview Asset Management

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 28 Feb 2025 05:00:00 +0000 mike.schroeder449@gmail.com (Andrew Cramer, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/82-andrew-cramer-bridgeview-investing-in-manufactured-housing-J1sMrDwi Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

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Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Andrew Cramer:

Company Website: https://www.bridgeviewassetmanagement.com/

 

Timestamps:

00:00 Introduction to the Podcast and Guest

00:50 Andrew Cramer's Journey into Real Estate

02:56 The Evolution of Manufactured Housing

04:57 Impact of 2008 Financial Crisis

07:52 Challenges and Opportunities in Manufactured Housing

15:11 First Property Purchase and Lessons Learned

21:48 Building a Business and Team Dynamics

30:48 Building an Efficient Team

32:00 Challenges of Leadership

33:35 Market Dynamics and Housing Affordability

37:01 Tiny Homes and New Building Technologies

43:01 Impact Investing in Affordable Housing

45:45 Opportunities in Manufactured Housing

50:06 Nightmare Tenants and Property Management

53:46 Canine Search and Rescue

55:45 Advice for Real Estate Investors

01:00:00 Connecting with Bridgeview Asset Management

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #82 Andrew Cramer, Bridgeview - Investing In Manufactured Housing Andrew Cramer, Skyler Steinke, Mike Schroeder 01:01:29 Background: Andrew Cramer is the principal and owner of Bridgeview Asset Management; company specializes in development and management of manufactured housing properties in the Northwest. Description: In this episode, we sit down with Andrew Cramer, Principal and Owner of Bridgeview Asset Management, a firm specializing in the development and management of manufactured housing properties in the Northwest. Andrew shares his unique journey from chemistry student to leading manufactured housing communities. He discusses the industry's evolution, regulatory changes, and the growing impact of institutional investments. Andrew offers valuable insights into the current market and future opportunities in manufactured housing, along with advice for new investors. Join us as we dive into the challenges, successes, and innovative solutions in affordable housing with Andrew Cramer. Background: Andrew Cramer is the principal and owner of Bridgeview Asset Management; company specializes in development and management of manufactured housing properties in the Northwest. Description: In this episode, we sit down with Andrew Cramer, Principal and Owner of Bridgeview Asset Management, a firm specializing in the development and management of manufactured housing properties in the Northwest. Andrew shares his unique journey from chemistry student to leading manufactured housing communities. He discusses the industry's evolution, regulatory changes, and the growing impact of institutional investments. Andrew offers valuable insights into the current market and future opportunities in manufactured housing, along with advice for new investors. Join us as we dive into the challenges, successes, and innovative solutions in affordable housing with Andrew Cramer. true full 82 5b63eb20-6ece-4a0c-99c5-bcebd52608e1 #81 Kyle Auffray & Nicholas Edwards, Champion Venture Partners - Sports Investing Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Kyle Auffray and Nicholas Edwards:

Company Website: https://www.championventurepartners.com/  

Instagram: @cvpinvest

LinkedIn: https://www.linkedin.com/company/champion-venture-partners  

 

Timestamps: 

00:00 Introduction to Kyle and Nick's Backgrounds

02:15 Kyle's NFL Journey and Career Transition

05:07 Nick's Fighting Career and Transition to Business

08:06 Transitioning from Sports to Business

11:57 The Structure and Vision of CVP

17:08 Challenges and Opportunities in Sports Investing

27:43 Convergence of Fan and Team Experience

28:31 Deal Flow and Acquisition Timelines

29:12 Investment Criteria and Management Team

32:42 Emerging Sports and Growth Opportunities

37:16 AI and Market Trends

46:57 Fundraising and Future Goals

53:26 Connecting with CVP

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 25 Feb 2025 05:00:00 +0000 mike.schroeder449@gmail.com (Kyle Auffray, Nicholas Edwards, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/81-kyle-auffray-nicholas-edwards-champion-venture-partners-sports-investing-B_4tbbyo Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Kyle Auffray and Nicholas Edwards:

Company Website: https://www.championventurepartners.com/  

Instagram: @cvpinvest

LinkedIn: https://www.linkedin.com/company/champion-venture-partners  

 

Timestamps: 

00:00 Introduction to Kyle and Nick's Backgrounds

02:15 Kyle's NFL Journey and Career Transition

05:07 Nick's Fighting Career and Transition to Business

08:06 Transitioning from Sports to Business

11:57 The Structure and Vision of CVP

17:08 Challenges and Opportunities in Sports Investing

27:43 Convergence of Fan and Team Experience

28:31 Deal Flow and Acquisition Timelines

29:12 Investment Criteria and Management Team

32:42 Emerging Sports and Growth Opportunities

37:16 AI and Market Trends

46:57 Fundraising and Future Goals

53:26 Connecting with CVP

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #81 Kyle Auffray & Nicholas Edwards, Champion Venture Partners - Sports Investing Kyle Auffray, Nicholas Edwards, Skyler Steinke, Mike Schroeder 00:55:00 Background: Kyle Auffray, Principal at CVP and CEO of Champion Management Company, former NFL player. Nick Edwards, Co-founder and Partner at CVP, former professional fighter. Description: Former NFL player Kyle and former MMA fighter Nick take us inside the world of sports venture capital, sharing how their athletic backgrounds shaped their approach to business. Kyle reflects on his journey through teams like the Cardinals, Patriots, Browns, and Raiders, while Nick discusses his transition from college football to MMA and Brazilian Jiu-Jitsu. Their experiences laid the foundation for their work at CVP, an investment firm dedicated to sports assets. They break down the structure of the CVP fund, its accessibility for both accredited and non-accredited investors, and their mission to make sports investing more inclusive. The conversation explores the intersection of fan and athlete experiences, the role of AI in sports investment, and the untapped potential of emerging sports like professional bull riding. Kyle and Nick also dive into the challenges of raising capital, navigating the evolving sports investment landscape, and the exciting opportunities CVP is bringing to the space. Background: Kyle Auffray, Principal at CVP and CEO of Champion Management Company, former NFL player. Nick Edwards, Co-founder and Partner at CVP, former professional fighter. Description: Former NFL player Kyle and former MMA fighter Nick take us inside the world of sports venture capital, sharing how their athletic backgrounds shaped their approach to business. Kyle reflects on his journey through teams like the Cardinals, Patriots, Browns, and Raiders, while Nick discusses his transition from college football to MMA and Brazilian Jiu-Jitsu. Their experiences laid the foundation for their work at CVP, an investment firm dedicated to sports assets. They break down the structure of the CVP fund, its accessibility for both accredited and non-accredited investors, and their mission to make sports investing more inclusive. The conversation explores the intersection of fan and athlete experiences, the role of AI in sports investment, and the untapped potential of emerging sports like professional bull riding. Kyle and Nick also dive into the challenges of raising capital, navigating the evolving sports investment landscape, and the exciting opportunities CVP is bringing to the space. true full 81 aeab6e02-fdf6-446d-949c-e239988b8275 #80 Violet Abtahi, Platonic - Transforming Finance with Blockchain Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Violet Abtahi:

Company Website: https://platonic.io

LinkedIn: https://www.linkedin.com/in/violet-abtahi/

Timestamps:

00:00 Welcome and Introduction to Violet Atahi

00:48 Violet's Background and Vision

02:11 The Importance of Love and Connection

04:11 Journey into Meditation and Silence

07:44 Innovation and the Future of Finance

11:31 The Concept of Autonomous Assets

22:21 Platonic's Vision and Mission

29:30 Building a Tokenized Ecosystem

30:03 Tokenizing Private Credit Funds

31:44 Innovating with Collateral Products

33:17 Tokenizing Mines for Community Benefit

35:27 Challenges and Resistance in Innovation

36:28 The Role of Education in Blockchain Adoption

38:07 AI and Human Intelligence

39:49 Platonic Network's Unique Differentiators

42:22 Vision for a Global Capital Market

45:29 Team Building and Company Culture

48:32 Advice for the Younger Generation

51:09 Final Thoughts and Upcoming White Paper

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 21 Feb 2025 05:00:00 +0000 mike.schroeder449@gmail.com (Violet Abtahi, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/80-violet-abtahi-platonic-transforming-finance-with-blockchain-8iVVkLSF Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Violet Abtahi:

Company Website: https://platonic.io

LinkedIn: https://www.linkedin.com/in/violet-abtahi/

Timestamps:

00:00 Welcome and Introduction to Violet Atahi

00:48 Violet's Background and Vision

02:11 The Importance of Love and Connection

04:11 Journey into Meditation and Silence

07:44 Innovation and the Future of Finance

11:31 The Concept of Autonomous Assets

22:21 Platonic's Vision and Mission

29:30 Building a Tokenized Ecosystem

30:03 Tokenizing Private Credit Funds

31:44 Innovating with Collateral Products

33:17 Tokenizing Mines for Community Benefit

35:27 Challenges and Resistance in Innovation

36:28 The Role of Education in Blockchain Adoption

38:07 AI and Human Intelligence

39:49 Platonic Network's Unique Differentiators

42:22 Vision for a Global Capital Market

45:29 Team Building and Company Culture

48:32 Advice for the Younger Generation

51:09 Final Thoughts and Upcoming White Paper

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #80 Violet Abtahi, Platonic - Transforming Finance with Blockchain Violet Abtahi, Mike Schroeder, Skyler Steinke 00:52:53 Background: Violet (vee-olet) Abtahi is the founder and CEO of Platonic, a blockchain-native infrastructure that turns static assets into autonomous instruments. She is a visionary builder reshaping finance into a seamlessly interconnected, intelligent system that unlocks value across the global economy. Description: Violet Atahi, founder and CEO of Platonic, is revolutionizing finance with blockchain-native infrastructure that turns static assets into autonomous instruments. In this episode, she shares her journey from traditional finance to fintech innovation, driven by a deep passion for mathematics, economics, and financial accessibility. She explores the philosophical foundation of her work, highlighting the role of love and community in fostering innovation. The discussion covers Platonic’s mission, AI’s transformative impact, and the potential for a unified global capital market. Violet also offers insights on overcoming challenges, building a high-impact team, and inspiring the next generation of leaders. Background: Violet (vee-olet) Abtahi is the founder and CEO of Platonic, a blockchain-native infrastructure that turns static assets into autonomous instruments. She is a visionary builder reshaping finance into a seamlessly interconnected, intelligent system that unlocks value across the global economy. Description: Violet Atahi, founder and CEO of Platonic, is revolutionizing finance with blockchain-native infrastructure that turns static assets into autonomous instruments. In this episode, she shares her journey from traditional finance to fintech innovation, driven by a deep passion for mathematics, economics, and financial accessibility. She explores the philosophical foundation of her work, highlighting the role of love and community in fostering innovation. The discussion covers Platonic’s mission, AI’s transformative impact, and the potential for a unified global capital market. Violet also offers insights on overcoming challenges, building a high-impact team, and inspiring the next generation of leaders. true full 80 d5292975-e9c1-43ad-a7a9-da1fffc107d3 #79 Carlos Arcila-Barrera, Sigma Advanced Capital Management - Decoding Carbon Markets, Blockchain, and Quantum Computing Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan  

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Carlos Arcila-Barrera:

Website: https://www.sigmadvanced.com/  

X: @caarcila

 

Description: Dive deep into the world of finance and technology with Carlos Arcila, an industry expert with a remarkable journey from Colombia to specializing in carbon markets, blockchain, and sustainable finance. Gain insights into compliance carbon markets, their impact on climate change, and their role in investment strategies. Explore how blockchain technology is reshaping the financial landscape and uncover the potential of quantum computing in the future of finance. This discussion is essential for anyone interested in the evolving intersections of finance, sustainability, and cutting-edge technology.

 

Timestamps:

00:00 Skydiving Adventures and Experiences

01:41 Life Lessons from Skydiving

07:29 Transition to Finance

10:15 Academic and Professional Journey

12:40 Teaching and Passion Projects

13:48 Understanding Carbon Markets

25:20 Europe's Carbon Market Reforms

26:21 Investment Opportunities in Carbon Markets

26:59 The Rise of Carbon ETFs

28:14 Active Trading Strategies in Carbon Markets

29:19 Carbon in Investor Portfolios

32:06 Research and Institutional Adoption

42:46 Blockchain and Carbon Markets

50:51 Quantum Computing and Data Science Ventures

54:40 Final Thoughts and Contact Information

 

Disclaimer: This podcast is for informational purposes only and does not constitute investment, legal, tax, or business advice. The views and opinions expressed by participants are solely their own and do not necessarily reflect those of Sigma Advanced Capital Management, its affiliates, or any companies mentioned.

Nothing in this podcast should be construed as an offer to buy or sell any financial instrument, nor should any content be interpreted as a specific trade recommendation. Due to industry regulations, participants are prohibited from discussing specific past or potential future profits or making any guarantees of performance.

Managed futures, commodity trading, and other alternative investments involve a high degree of risk, including the risk of substantial losses. These investments are not suitable for all investors. Past performance is not necessarily indicative of future results. Before making any investment decision, listeners should consult with a qualified financial professional and carefully consider their financial situation, risk tolerance, and investment objectives.

]]> Wed, 19 Feb 2025 01:43:07 +0000 mike.schroeder449@gmail.com (Carlos Arcila-Barrera, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/decoding-carbon-markets-blockchain-and-quantum-computing-with-carlos-arcila-barrera-N6sS8Kok Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan  

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Carlos Arcila-Barrera:

Website: https://www.sigmadvanced.com/  

X: @caarcila

 

Description: Dive deep into the world of finance and technology with Carlos Arcila, an industry expert with a remarkable journey from Colombia to specializing in carbon markets, blockchain, and sustainable finance. Gain insights into compliance carbon markets, their impact on climate change, and their role in investment strategies. Explore how blockchain technology is reshaping the financial landscape and uncover the potential of quantum computing in the future of finance. This discussion is essential for anyone interested in the evolving intersections of finance, sustainability, and cutting-edge technology.

 

Timestamps:

00:00 Skydiving Adventures and Experiences

01:41 Life Lessons from Skydiving

07:29 Transition to Finance

10:15 Academic and Professional Journey

12:40 Teaching and Passion Projects

13:48 Understanding Carbon Markets

25:20 Europe's Carbon Market Reforms

26:21 Investment Opportunities in Carbon Markets

26:59 The Rise of Carbon ETFs

28:14 Active Trading Strategies in Carbon Markets

29:19 Carbon in Investor Portfolios

32:06 Research and Institutional Adoption

42:46 Blockchain and Carbon Markets

50:51 Quantum Computing and Data Science Ventures

54:40 Final Thoughts and Contact Information

 

Disclaimer: This podcast is for informational purposes only and does not constitute investment, legal, tax, or business advice. The views and opinions expressed by participants are solely their own and do not necessarily reflect those of Sigma Advanced Capital Management, its affiliates, or any companies mentioned.

Nothing in this podcast should be construed as an offer to buy or sell any financial instrument, nor should any content be interpreted as a specific trade recommendation. Due to industry regulations, participants are prohibited from discussing specific past or potential future profits or making any guarantees of performance.

Managed futures, commodity trading, and other alternative investments involve a high degree of risk, including the risk of substantial losses. These investments are not suitable for all investors. Past performance is not necessarily indicative of future results. Before making any investment decision, listeners should consult with a qualified financial professional and carefully consider their financial situation, risk tolerance, and investment objectives.

]]> #79 Carlos Arcila-Barrera, Sigma Advanced Capital Management - Decoding Carbon Markets, Blockchain, and Quantum Computing Carlos Arcila-Barrera, Skyler Steinke, Mike Schroeder 00:53:55 Carlos Arcila is the Founder and CIO of Sigma Advanced Capital Management, an investment firm (CTA, commodity trading advisor) specializing in carbon markets, energy transition commodities, and sustainable finance. He also serves as an adjunct professor at Universidad de los Andes and a tutor at the University of Cambridge. Carlos Arcila is the Founder and CIO of Sigma Advanced Capital Management, an investment firm (CTA, commodity trading advisor) specializing in carbon markets, energy transition commodities, and sustainable finance. He also serves as an adjunct professor at Universidad de los Andes and a tutor at the University of Cambridge. true full 79 70ada23e-243b-40fe-83d9-652101425884 #78 Cash Lafferty, Pando Alts - Freedom for Alternative Investments Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Cash Lafferty:

Website: https://www.pandoalts.com/

Personal LinkedIn: linkedin.com/in/cashlafferty  

Company LinkedIn: linkedin.com/in/pando-alts

 

Timestamps: 

00:00 Introduction and Guest Background

00:49 Family Influence and Early Career

03:19 Journey into Fintech and AI

06:56 Challenges in Private Markets

10:44 Pando's Innovative Solutions

20:52 AI Integration and Future Prospects

31:31 The Challenges of Data Management in Transactions

32:16 The Evolution of Technology in Investment Management

34:36 Integration and Onboarding in the Investment Space

36:55 The Future of Crypto and Digital Assets

40:15 The Role of Technology in Streamlining Operations

45:01 The Network Effect and Free Data Rooms

48:18 Roadmap and Future Vision for Pando Alts

49:36 Final Thoughts and Expanding the Podcast

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 14 Feb 2025 14:00:00 +0000 mike.schroeder449@gmail.com (Cash Lafferty, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/78-cash-lafferty-pando-alts-freedom-for-alternative-investments-j4k0UZqp Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Cash Lafferty:

Website: https://www.pandoalts.com/

Personal LinkedIn: linkedin.com/in/cashlafferty  

Company LinkedIn: linkedin.com/in/pando-alts

 

Timestamps: 

00:00 Introduction and Guest Background

00:49 Family Influence and Early Career

03:19 Journey into Fintech and AI

06:56 Challenges in Private Markets

10:44 Pando's Innovative Solutions

20:52 AI Integration and Future Prospects

31:31 The Challenges of Data Management in Transactions

32:16 The Evolution of Technology in Investment Management

34:36 Integration and Onboarding in the Investment Space

36:55 The Future of Crypto and Digital Assets

40:15 The Role of Technology in Streamlining Operations

45:01 The Network Effect and Free Data Rooms

48:18 Roadmap and Future Vision for Pando Alts

49:36 Final Thoughts and Expanding the Podcast

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #78 Cash Lafferty, Pando Alts - Freedom for Alternative Investments Cash Lafferty, Skyler Steinke, Mike Schroeder 00:52:34 Background:Cash Lafferty has been a senior leader in the OMS space,, space tech AI and was most recently head of FIG at FalconX. With over 20 years of fintech experience he left FalconX and assembled an all-star team to tackle how wealth managers access private markets for their LP base. Description: Cash Lafferty, a fintech veteran and founder of Pando Alts, shares his journey from electronic trading and AI to launching a platform that streamlines private market access for wealth managers. Drawing inspiration from his family's legacy, particularly his grandfather’s influence in Wall Street and the outdoors, he discusses the challenges wealth managers face, market inefficiencies, and how AI is transforming the industry. Pando Alts operates as a broker-neutral order management system, designed to democratize data and technology in private investing. Explore the future of fintech and the impact of innovation on wealth management. Background:Cash Lafferty has been a senior leader in the OMS space,, space tech AI and was most recently head of FIG at FalconX. With over 20 years of fintech experience he left FalconX and assembled an all-star team to tackle how wealth managers access private markets for their LP base. Description: Cash Lafferty, a fintech veteran and founder of Pando Alts, shares his journey from electronic trading and AI to launching a platform that streamlines private market access for wealth managers. Drawing inspiration from his family's legacy, particularly his grandfather’s influence in Wall Street and the outdoors, he discusses the challenges wealth managers face, market inefficiencies, and how AI is transforming the industry. Pando Alts operates as a broker-neutral order management system, designed to democratize data and technology in private investing. Explore the future of fintech and the impact of innovation on wealth management. true full 78 b5632f9b-e7e8-45c7-942d-e7bdce42a024 #77 Nikita Fadeev, Fasanara - Building a Crypto Hedge Fund from Scratch Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Nikita Fadeev:

Company Website: https://www.fasanara.com/

LinkedIn: https://www.linkedin.com/in/nikitafadeev/

X: https://x.com/NikitaAFadeev

 

Background: Nikita is a Partner and Head of Fasanara Digital, the crypto division of Fasanara Capital, a $4 billion hedge fund based in London. He oversees the investment strategies and strategic direction of Fasanara Digital. Nikita founded The Quant Group, a research team he started in his dorm room to develop quant strategies for digital assets. In 2018, the team was absorbed by Fasanara Capital, forming Fasanara Digital, which quickly became one of the largest and top-performing digital asset funds in the industry.

Additionally, Nikita founded The Digital Asset Conference, a premier annual event focused on fostering the adoption of the digital asset industry, and hosts the Speaking to Legends podcast. He is a regular speaker at major digital asset conferences and was named to Forbes' 30 Under 30

 

Description: Nikita, partner and head of digital at Fasanara Capital, shares his journey in the crypto world—from discovering cryptocurrency as a university student in 2017 to launching his own market-neutral hedge fund. He discusses the challenges and strategies of building a strong team, managing risk, and navigating the ever-evolving crypto trading landscape. Offering valuable insights for young professionals and aspiring fund managers, Nikita explores the highs and lows of crypto investing, the importance of risk management, and the shifting dynamics of the cryptocurrency market.

 

Timestamps: 

00:00 Introduction and Nikita's Background

01:08 Launching a Crypto Hedge Fund

03:30 Early Challenges and Capital Raising

06:00 Academic Journey and Early Inspirations

09:34 Building and Leading a Team

13:35 Risk Management in Crypto Trading

27:17 Evolution of the Crypto Market

42:54 Advice for Aspiring Fund Managers

45:25 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 11 Feb 2025 14:00:00 +0000 mike.schroeder449@gmail.com (Nikita Fadeev, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/77-nikita-fadeev-fasanara-building-a-crypto-hedge-fund-from-scratch-Rm8GA8Ei Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Nikita Fadeev:

Company Website: https://www.fasanara.com/

LinkedIn: https://www.linkedin.com/in/nikitafadeev/

X: https://x.com/NikitaAFadeev

 

Background: Nikita is a Partner and Head of Fasanara Digital, the crypto division of Fasanara Capital, a $4 billion hedge fund based in London. He oversees the investment strategies and strategic direction of Fasanara Digital. Nikita founded The Quant Group, a research team he started in his dorm room to develop quant strategies for digital assets. In 2018, the team was absorbed by Fasanara Capital, forming Fasanara Digital, which quickly became one of the largest and top-performing digital asset funds in the industry.

Additionally, Nikita founded The Digital Asset Conference, a premier annual event focused on fostering the adoption of the digital asset industry, and hosts the Speaking to Legends podcast. He is a regular speaker at major digital asset conferences and was named to Forbes' 30 Under 30

 

Description: Nikita, partner and head of digital at Fasanara Capital, shares his journey in the crypto world—from discovering cryptocurrency as a university student in 2017 to launching his own market-neutral hedge fund. He discusses the challenges and strategies of building a strong team, managing risk, and navigating the ever-evolving crypto trading landscape. Offering valuable insights for young professionals and aspiring fund managers, Nikita explores the highs and lows of crypto investing, the importance of risk management, and the shifting dynamics of the cryptocurrency market.

 

Timestamps: 

00:00 Introduction and Nikita's Background

01:08 Launching a Crypto Hedge Fund

03:30 Early Challenges and Capital Raising

06:00 Academic Journey and Early Inspirations

09:34 Building and Leading a Team

13:35 Risk Management in Crypto Trading

27:17 Evolution of the Crypto Market

42:54 Advice for Aspiring Fund Managers

45:25 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #77 Nikita Fadeev, Fasanara - Building a Crypto Hedge Fund from Scratch Nikita Fadeev, Skyler Steinke, Mike Schroeder 00:46:10 Background: Nikita is a Partner and Head of Fasanara Digital, the crypto division of Fasanara Capital, a $4 billion hedge fund based in London. He oversees the investment strategies and strategic direction of Fasanara Digital. Nikita founded The Quant Group, a research team he started in his dorm room to develop quant strategies for digital assets. In 2018, the team was absorbed by Fasanara Capital, forming Fasanara Digital, which quickly became one of the largest and top-performing digital asset funds in the industry. Additionally, Nikita founded The Digital Asset Conference, a premier annual event focused on fostering the adoption of the digital asset industry, and hosts the Speaking to Legends podcast. He is a regular speaker at major digital asset conferences and was named to Forbes' 30 Under 30 Background: Nikita is a Partner and Head of Fasanara Digital, the crypto division of Fasanara Capital, a $4 billion hedge fund based in London. He oversees the investment strategies and strategic direction of Fasanara Digital. Nikita founded The Quant Group, a research team he started in his dorm room to develop quant strategies for digital assets. In 2018, the team was absorbed by Fasanara Capital, forming Fasanara Digital, which quickly became one of the largest and top-performing digital asset funds in the industry. Additionally, Nikita founded The Digital Asset Conference, a premier annual event focused on fostering the adoption of the digital asset industry, and hosts the Speaking to Legends podcast. He is a regular speaker at major digital asset conferences and was named to Forbes' 30 Under 30 true full 77 0daad598-68f6-4ab8-9d42-9a6411578607 #76 Ryan Eisenman, Arch - Modernizing Private Market Investments Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ryan Eisenman:

Website: https://arch.co/

Company’s LinkedIn: https://www.linkedin.com/company/archsoftware/

Company’s X: https://x.com/gotk1s

X: https://x.com/Ryeisenman/status/1722627796445569495

LinkedIn: https://www.linkedin.com/in/ryan-eisenman-21811246/

 

Timestamps:

00:00 Introduction and Guest Introduction

00:47 The Founding Story of ARCH

02:34 Early Challenges and Solutions

03:24 Client Workflows Before and After ARCH

05:29 Initial Focus and Expansion

09:45 Client Base and Partnerships

11:40 Data Integration and Automation

16:33 Industry Trends and Future Plans

30:03 Client Feedback and Global Reach

32:48 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 7 Feb 2025 14:00:00 +0000 mike.schroeder449@gmail.com (Ryan Eisenman, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/modernizing-private-market-investments-with-ryan-eisenman-vIfG7Mql Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ryan Eisenman:

Website: https://arch.co/

Company’s LinkedIn: https://www.linkedin.com/company/archsoftware/

Company’s X: https://x.com/gotk1s

X: https://x.com/Ryeisenman/status/1722627796445569495

LinkedIn: https://www.linkedin.com/in/ryan-eisenman-21811246/

 

Timestamps:

00:00 Introduction and Guest Introduction

00:47 The Founding Story of ARCH

02:34 Early Challenges and Solutions

03:24 Client Workflows Before and After ARCH

05:29 Initial Focus and Expansion

09:45 Client Base and Partnerships

11:40 Data Integration and Automation

16:33 Industry Trends and Future Plans

30:03 Client Feedback and Global Reach

32:48 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #76 Ryan Eisenman, Arch - Modernizing Private Market Investments Ryan Eisenman, Skyler Steinke, Mike Schroeder 00:33:58 Background: Ryan Eisenman is the CEO and co-founder of Arch, a company modernizing private markets investment management. Arch makes private investing secure, efficient and standardized for advisors, individuals, and tax experts. To date, Arch has reached $170 billion in private market assets and currently serves thousands of families and institutions. Description: In this episode, Skyler and Mike chat with Ryan Eisenman, CEO and co-founder of ARCH, a company transforming private market investment management. ARCH simplifies private investing by ensuring security, efficiency, and standardization for advisors, individuals, and tax professionals. With over $170 billion in private market assets under management, ARCH supports thousands of families and institutions. Ryan discusses ARCH’s origin story, the hurdles in private market investing, and how the company uses AI and cutting-edge technology to optimize workflows. This episode explores their client base, emerging industry trends, and what lies ahead for the field.private market investments. Background: Ryan Eisenman is the CEO and co-founder of Arch, a company modernizing private markets investment management. Arch makes private investing secure, efficient and standardized for advisors, individuals, and tax experts. To date, Arch has reached $170 billion in private market assets and currently serves thousands of families and institutions. Description: In this episode, Skyler and Mike chat with Ryan Eisenman, CEO and co-founder of ARCH, a company transforming private market investment management. ARCH simplifies private investing by ensuring security, efficiency, and standardization for advisors, individuals, and tax professionals. With over $170 billion in private market assets under management, ARCH supports thousands of families and institutions. Ryan discusses ARCH’s origin story, the hurdles in private market investing, and how the company uses AI and cutting-edge technology to optimize workflows. This episode explores their client base, emerging industry trends, and what lies ahead for the field.private market investments. true full 76 1fb08751-f750-4ba8-b17a-55405a39b792 #75 Gena Dirani, Salus GRC - Crypto Compliance in 2025 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Gena Dirani:

Company Website: https://www.salusgrc.com/

Company LinkedIn: https://www.linkedin.com/company/salus-grc/

LinkedIn: https://www.linkedin.com/in/gena-dirani-04196625/

 

Timestamps: 

00:00 Introduction to Jenna Durrani and Salus GRC

00:52 SEC's Crypto Focus for 2025

02:00 Key Compliance Areas for RIAs

06:06 Stable Coins Regulation

09:07 Staking Services and Compliance

11:17 The FIT 21 Act and Its Implications

18:08 Meme Coins and Market Manipulation

20:18 Coinbase Developments and Regulatory Clarity

22:23 Conclusion and Final Thoughts

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Wed, 5 Feb 2025 15:00:00 +0000 mike.schroeder449@gmail.com (Gena Dirani, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/crypto-compliance-in-2025-plYTqyqG Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Gena Dirani:

Company Website: https://www.salusgrc.com/

Company LinkedIn: https://www.linkedin.com/company/salus-grc/

LinkedIn: https://www.linkedin.com/in/gena-dirani-04196625/

 

Timestamps: 

00:00 Introduction to Jenna Durrani and Salus GRC

00:52 SEC's Crypto Focus for 2025

02:00 Key Compliance Areas for RIAs

06:06 Stable Coins Regulation

09:07 Staking Services and Compliance

11:17 The FIT 21 Act and Its Implications

18:08 Meme Coins and Market Manipulation

20:18 Coinbase Developments and Regulatory Clarity

22:23 Conclusion and Final Thoughts

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #75 Gena Dirani, Salus GRC - Crypto Compliance in 2025 Gena Dirani, Skyler Steinke, Mike Schroeder 00:28:28 Background: Gena Dirani - Managing Director at Salus GRC - a compliance consulting firm that offers a full range of solutions to support the compliance function for SEC registered investment advisers. Gena is an attorney by trade and has worked in the compliance space for nearly 10 years, with a current focus on compliance for digital asset managers. Description: A seasoned compliance consultant, Gena Dirani from Salus GRC, explores the complexities of compliance for SEC-registered investment advisors, with a particular emphasis on digital assets. The discussion covers key topics such as the integration of digital assets into mainstream finance, the impact of regulatory scrutiny, the importance of best-practice compliance, and strategies for fund managers navigating the evolving landscape. Gena offers practical insights on preparing for SEC exams, conducting vendor due diligence, implementing personal trading policies, and establishing cybersecurity measures tailored to the digital asset space. This is essential listening for fund managers looking to stay ahead in the compliance game. Background: Gena Dirani - Managing Director at Salus GRC - a compliance consulting firm that offers a full range of solutions to support the compliance function for SEC registered investment advisers. Gena is an attorney by trade and has worked in the compliance space for nearly 10 years, with a current focus on compliance for digital asset managers. Description: A seasoned compliance consultant, Gena Dirani from Salus GRC, explores the complexities of compliance for SEC-registered investment advisors, with a particular emphasis on digital assets. The discussion covers key topics such as the integration of digital assets into mainstream finance, the impact of regulatory scrutiny, the importance of best-practice compliance, and strategies for fund managers navigating the evolving landscape. Gena offers practical insights on preparing for SEC exams, conducting vendor due diligence, implementing personal trading policies, and establishing cybersecurity measures tailored to the digital asset space. This is essential listening for fund managers looking to stay ahead in the compliance game. true full 75 b922e5e0-98f0-4b37-bac9-da53a85b1761 #74 Rico Blaser, Vestr - Unlocking the Potential of Actively Managed Certificates (AMCs) Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Rico Blaser:

Website: https://www.vestr.com/

LinkedIn: https://www.linkedin.com/in/ricoblaser/

 

Timestamps: 

00:00 Introduction to Rico Blaser and Vestor

00:55 Understanding Actively Managed Certificates (AMCs)

02:58 The Structure and Benefits of AMCs

06:35 Global Issuance and Jurisdictional Nuances

10:39 Cost and Setup of AMCs

19:35 Vestr's Role and Technology Platform

25:59 Managing Indexes and Tranches on the Platform

26:44 Service Providers and Legal Considerations

28:37 Reporting and Customization Features

31:51 AMC vs ETF: Key Differences

35:11 Market Making and Liquidity

43:03 Global Trends and Jurisdictions

49:42 Conclusion and Final Thoughts

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 24 Jan 2025 15:00:00 +0000 mike.schroeder449@gmail.com (Rico Blaser, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/rico-blaser-vestr-unlocking-the-potential-of-actively-managed-certificates-amcs-Cx7DD1JM Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Rico Blaser:

Website: https://www.vestr.com/

LinkedIn: https://www.linkedin.com/in/ricoblaser/

 

Timestamps: 

00:00 Introduction to Rico Blaser and Vestor

00:55 Understanding Actively Managed Certificates (AMCs)

02:58 The Structure and Benefits of AMCs

06:35 Global Issuance and Jurisdictional Nuances

10:39 Cost and Setup of AMCs

19:35 Vestr's Role and Technology Platform

25:59 Managing Indexes and Tranches on the Platform

26:44 Service Providers and Legal Considerations

28:37 Reporting and Customization Features

31:51 AMC vs ETF: Key Differences

35:11 Market Making and Liquidity

43:03 Global Trends and Jurisdictions

49:42 Conclusion and Final Thoughts

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #74 Rico Blaser, Vestr - Unlocking the Potential of Actively Managed Certificates (AMCs) Rico Blaser, Mike Schroeder, Skyler Steinke 00:51:39 Background: Rico Blaser has more than 20 years of experience in the financial industry, both on the buy- and sell-side, working as a prop trader and derivatives trader at well-known US and European banks. He is passionate about applying technology to make financial institutions more efficient, which led him to create Vestr. Description: In this episode, we sit down with Rico Blaser, a seasoned financial industry expert, to explore the intricacies and advantages of Actively Managed Certificates (AMCs). Rico, with over 20 years of experience in prop trading and derivatives at major U.S. and European banks, delves into the technology-driven efficiencies his company, Vestr, brings to managing structured products. We cover the fundamental differences between AMCs and traditional funds, the operational mechanics, regulatory considerations, and the evolving landscape for these investment vehicles globally. Whether you're an institutional asset manager or a curious investor, this discussion provides a comprehensive overview of AMCs and their future direction. Background: Rico Blaser has more than 20 years of experience in the financial industry, both on the buy- and sell-side, working as a prop trader and derivatives trader at well-known US and European banks. He is passionate about applying technology to make financial institutions more efficient, which led him to create Vestr. Description: In this episode, we sit down with Rico Blaser, a seasoned financial industry expert, to explore the intricacies and advantages of Actively Managed Certificates (AMCs). Rico, with over 20 years of experience in prop trading and derivatives at major U.S. and European banks, delves into the technology-driven efficiencies his company, Vestr, brings to managing structured products. We cover the fundamental differences between AMCs and traditional funds, the operational mechanics, regulatory considerations, and the evolving landscape for these investment vehicles globally. Whether you're an institutional asset manager or a curious investor, this discussion provides a comprehensive overview of AMCs and their future direction. true full 74 df658e45-391d-4036-bcb1-cd79fddd5ea1 #73 Jeff Sarti, Morton Wealth - Building Resilient Portfolios Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ
 

Connect with Jeff Sarti:

Website: https://www.mortonwealth.com/

X: @SartiJeff

LinkedIn: https://www.linkedin.com/in/jeff-sarti-mortonwealth/

 

Timestamps:

00:00 Introduction and Guest Welcome

00:42 Jeff's Unique Hobby: Fostering Kittens

02:45 Overview of Morton Wealth

03:42 Client Mindset and Investment Philosophy

06:20 Diversification and Resilient Portfolios

07:46 Exploring Alternative Asset Classes

15:34 The Importance of Liquidity

20:51 Investor Mindset and Behavioral Biases

25:35 Market Overconfidence and Investor Sentiment

26:08 Debt Levels and Economic Concerns

28:55 Gold as a Hedge Against Inflation

31:35 Crypto and Bitcoin: Perspectives and Hesitations

37:33 Diversification and Investment Strategies

41:39 Client Capital Deployment and Fund Structures

49:31 Market Outlook and Final Thoughts

 

Disclaimer:

The information presented herein is for educational purposes only and is not intended to constitute investment advice. Views and opinions expressed by the speakers are as of the date of the recording and are subject to change. It should not be assumed that Alt Funds Network and Morton Wealth will make recommendations in the future that are consistent with the views expressed herein. Morton and Alt Funds Network makes no representations as to the actual composition or performance of any asset class. The private investment opportunities discussed may only be available to eligible clients and can only be made after the client’ s careful review and completion of the applicable Offering Documents. 

Morton Capital Management, LLC dba Morton Wealth is an SEC-registered investment adviser; however, such registration does not imply any level of skill or knowledge. There is risk of loss investing in securities, including the loss of the principal amount invested. Past performance is no guarantee of future results. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.

]]> Fri, 17 Jan 2025 15:00:00 +0000 mike.schroeder449@gmail.com (Jeff Sarti, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/building-resilient-portfolios-with-jeff-sarti-_8JgM7vr Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ
 

Connect with Jeff Sarti:

Website: https://www.mortonwealth.com/

X: @SartiJeff

LinkedIn: https://www.linkedin.com/in/jeff-sarti-mortonwealth/

 

Timestamps:

00:00 Introduction and Guest Welcome

00:42 Jeff's Unique Hobby: Fostering Kittens

02:45 Overview of Morton Wealth

03:42 Client Mindset and Investment Philosophy

06:20 Diversification and Resilient Portfolios

07:46 Exploring Alternative Asset Classes

15:34 The Importance of Liquidity

20:51 Investor Mindset and Behavioral Biases

25:35 Market Overconfidence and Investor Sentiment

26:08 Debt Levels and Economic Concerns

28:55 Gold as a Hedge Against Inflation

31:35 Crypto and Bitcoin: Perspectives and Hesitations

37:33 Diversification and Investment Strategies

41:39 Client Capital Deployment and Fund Structures

49:31 Market Outlook and Final Thoughts

 

Disclaimer:

The information presented herein is for educational purposes only and is not intended to constitute investment advice. Views and opinions expressed by the speakers are as of the date of the recording and are subject to change. It should not be assumed that Alt Funds Network and Morton Wealth will make recommendations in the future that are consistent with the views expressed herein. Morton and Alt Funds Network makes no representations as to the actual composition or performance of any asset class. The private investment opportunities discussed may only be available to eligible clients and can only be made after the client’ s careful review and completion of the applicable Offering Documents. 

Morton Capital Management, LLC dba Morton Wealth is an SEC-registered investment adviser; however, such registration does not imply any level of skill or knowledge. There is risk of loss investing in securities, including the loss of the principal amount invested. Past performance is no guarantee of future results. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.

]]> #73 Jeff Sarti, Morton Wealth - Building Resilient Portfolios Jeff Sarti, Mike Schroeder, Skyler Steinke 00:53:41 Background: Jeff Sarti is CEO of Morton Wealth, a registered investment advisor with $2.8 billion in assets under management. Jeff’s passion is to build truly diversified portfolios for his clients who want more than a simple 60/40 stock/bond portfolio and are looking to build resilient portfolios with consistent cash flow. Description: Join us as Jeff Sarti shares strategies for creating diversified portfolios that go beyond the 60/40 split, emphasizing financial resilience and consistent cash flow. Gain insights into unique investments like healthcare royalties and the influence of fiscal policies on investment decisions. Background: Jeff Sarti is CEO of Morton Wealth, a registered investment advisor with $2.8 billion in assets under management. Jeff’s passion is to build truly diversified portfolios for his clients who want more than a simple 60/40 stock/bond portfolio and are looking to build resilient portfolios with consistent cash flow. Description: Join us as Jeff Sarti shares strategies for creating diversified portfolios that go beyond the 60/40 split, emphasizing financial resilience and consistent cash flow. Gain insights into unique investments like healthcare royalties and the influence of fiscal policies on investment decisions. true full 73 29d6b76a-1948-4738-a20e-33930ad50afa #72 Ronnie Söderman, Genio Capital - Inside Quantitative Asset Management Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ronnie Söderman:
Website: www.geniocapital.com

LinkedIn: https://www.linkedin.com/in/ronniesoderman/

 

Timestamps: 

00:00 Introduction to Ronnie Söderman

00:46 Ronnie's Passion for Football

03:10 Overview of Geneo Capital

04:03 Geneo Capital's Investment Strategies

06:12 The Rise of Crypto Investments

10:25 The Importance of SMAs

23:16 Trend Following Strategies

37:05 Exploring SMP Dimensions and Submodel Development

37:39 Adaptive Features and Portfolio Fit

39:43 Learning from Market Extremes

44:18 Institutional Infrastructure and Investor Focus

47:56 Data Sets and Sentiment Analysis

52:07 Testing Strategies and Model Implementation

59:27 AI in Investment Strategies

01:06:51 Advice for Aspiring Fund Managers

01:10:39 Connecting with Geno Capital

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 10 Jan 2025 15:00:00 +0000 mike.schroeder449@gmail.com (Ronnie Soderman, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/inside-quantitative-asset-management-insights-from-ronnie-soderman-of-genio-capital-rc61aOCA Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ronnie Söderman:
Website: www.geniocapital.com

LinkedIn: https://www.linkedin.com/in/ronniesoderman/

 

Timestamps: 

00:00 Introduction to Ronnie Söderman

00:46 Ronnie's Passion for Football

03:10 Overview of Geneo Capital

04:03 Geneo Capital's Investment Strategies

06:12 The Rise of Crypto Investments

10:25 The Importance of SMAs

23:16 Trend Following Strategies

37:05 Exploring SMP Dimensions and Submodel Development

37:39 Adaptive Features and Portfolio Fit

39:43 Learning from Market Extremes

44:18 Institutional Infrastructure and Investor Focus

47:56 Data Sets and Sentiment Analysis

52:07 Testing Strategies and Model Implementation

59:27 AI in Investment Strategies

01:06:51 Advice for Aspiring Fund Managers

01:10:39 Connecting with Geno Capital

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #72 Ronnie Söderman, Genio Capital - Inside Quantitative Asset Management Ronnie Soderman, Mike Schroeder, Skyler Steinke 01:11:34 Background: Ronnie Söderman is a seasoned professional with  more than two decades of experience from systematic, learning-based, asset management. He has a PhD in Finance and a Masters degree in Computational Finance, and is one of the co-founders of Genio Capital Ltd, which specializes in quantitative asset management, across asset classes. Description: Join Ronnie Söderman, co-founder of Genio Capital, as he discusses his two decades of experience in quantitative asset management. Ronnie shares insights about his favorite football team, his journey from traditional finance to digital assets, and the innovative investment strategies at Geneo Capital. Learn about the company's adaptive, learning-based approach to asset management that covers both traditional and digital markets. Discover the challenges and opportunities in the crypto futures market, the significance of diversification, and the role of AI in modern finance. This episode is a must-watch for anyone interested in finance, investment strategies, and the evolving landscape of digital assets. Background: Ronnie Söderman is a seasoned professional with  more than two decades of experience from systematic, learning-based, asset management. He has a PhD in Finance and a Masters degree in Computational Finance, and is one of the co-founders of Genio Capital Ltd, which specializes in quantitative asset management, across asset classes. Description: Join Ronnie Söderman, co-founder of Genio Capital, as he discusses his two decades of experience in quantitative asset management. Ronnie shares insights about his favorite football team, his journey from traditional finance to digital assets, and the innovative investment strategies at Geneo Capital. Learn about the company's adaptive, learning-based approach to asset management that covers both traditional and digital markets. Discover the challenges and opportunities in the crypto futures market, the significance of diversification, and the role of AI in modern finance. This episode is a must-watch for anyone interested in finance, investment strategies, and the evolving landscape of digital assets. true full 72 b98f027c-a0ee-4291-98ea-935565c8eddf #71 Elliot Refson, Jersey Finance - Hedge Funds, Tokenization, and the Future of Digital Assets Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Elliot Refson: https://www.jerseyfinance.je/our-team... 

Learn more about Jersey: https://www.jerseyfinance.je/the-toke...

 

Timestamps: 

00:00 Introduction and Guest Background

02:11 Why Choose Jersey?

06:15 Jersey's Unique Regulatory Environment

10:18 Tokenization and Digital Assets

13:04 Future of Tokenization and Investment Trends

25:56 Advice for Other Jurisdictions

28:18 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 20 Dec 2024 15:00:00 +0000 mike.schroeder449@gmail.com (Elliot Refson, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/hedge-funds-tokenization-and-the-future-of-digital-assets-7twT8e4e Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Elliot Refson: https://www.jerseyfinance.je/our-team... 

Learn more about Jersey: https://www.jerseyfinance.je/the-toke...

 

Timestamps: 

00:00 Introduction and Guest Background

02:11 Why Choose Jersey?

06:15 Jersey's Unique Regulatory Environment

10:18 Tokenization and Digital Assets

13:04 Future of Tokenization and Investment Trends

25:56 Advice for Other Jurisdictions

28:18 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #71 Elliot Refson, Jersey Finance - Hedge Funds, Tokenization, and the Future of Digital Assets Elliot Refson, Mike Schroeder, Skyler Steinke 00:30:35 Background: Elliot Refson, Head of Funds at Jersey Finance Description: Elliot Refson from Jersey Finance shares his journey from managing hedge funds in Hong Kong to driving strategic initiatives in Jersey. He explains what makes Jersey a top choice for fund managers, especially those from the U.S., highlighting its tax neutrality, stable regulations, and cutting-edge infrastructure. The discussion covers the unique strengths of Jersey’s regulatory environment for digital assets and tokenization, showcasing its leadership in embracing blockchain technology and asset digitization. Elliot also provides valuable perspectives on the rising interest in tokenized investments and the future of alternative asset markets. Background: Elliot Refson, Head of Funds at Jersey Finance Description: Elliot Refson from Jersey Finance shares his journey from managing hedge funds in Hong Kong to driving strategic initiatives in Jersey. He explains what makes Jersey a top choice for fund managers, especially those from the U.S., highlighting its tax neutrality, stable regulations, and cutting-edge infrastructure. The discussion covers the unique strengths of Jersey’s regulatory environment for digital assets and tokenization, showcasing its leadership in embracing blockchain technology and asset digitization. Elliot also provides valuable perspectives on the rising interest in tokenized investments and the future of alternative asset markets. true full 71 fc3c4680-0f89-4f69-ad59-c5c5114d7fdc #70 Alan Strauss, Crystal Capital - Unlocking the Potential of Alternative Investments Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Alan Strauss:

Website: https://www.crystalfunds.com/

LinkedIn: https://www.linkedin.com/in/alan-strauss-24184129/

 

Timestamps: 

00:00 Introduction and Background of Alan Strauss

00:40 Crystal Capital Partners: Evolution and Services

05:42 The Role of Alternatives in Investment Portfolios

07:02 Key Investment Strategies and Trends

10:29 Crystal Capital's Platform and Due Diligence

12:41 Navigating Market Cycles and Asset Allocation

33:44 Communication and Support for Advisors

41:40 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 6 Dec 2024 15:00:00 +0000 mike.schroeder449@gmail.com (Alan Strauss, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/unlocking-the-potential-of-alternative-investments-with-alan-strauss-pDDgA_hZ Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Alan Strauss:

Website: https://www.crystalfunds.com/

LinkedIn: https://www.linkedin.com/in/alan-strauss-24184129/

 

Timestamps: 

00:00 Introduction and Background of Alan Strauss

00:40 Crystal Capital Partners: Evolution and Services

05:42 The Role of Alternatives in Investment Portfolios

07:02 Key Investment Strategies and Trends

10:29 Crystal Capital's Platform and Due Diligence

12:41 Navigating Market Cycles and Asset Allocation

33:44 Communication and Support for Advisors

41:40 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #70 Alan Strauss, Crystal Capital - Unlocking the Potential of Alternative Investments Alan Strauss, Mike Schroeder, Skyler Steinke 00:44:27 Background: Alan Strauss is the Senior Partner, Director of Investor Relations at Crystal Capital Partners, a portfolio-centric alternative investment platform that specializes in helping RIA/BDs, single/multi-family offices, endowments, foundations, and regional banks build institutional private equity and hedge fund portfolios for their Qualified Purchaser clients. Description: Join us as we talk with Alan Strauss, Senior Partner and Director of Investor Relations at Crystal Capital Partners. Alan dives into the firm's 30-year history, their evolution from product providers to offering a turnkey investment platform, and the benefits of hedge funds and private market investments for advisors and qualified clients. Learn how Crystal Capital is helping advisors bring institutional investment solutions to their clients' portfolios and stay tuned as we discuss the impact of market cycles, the importance of diversification, and how a discerning eye can navigate the growing landscape of alternative investments. Background: Alan Strauss is the Senior Partner, Director of Investor Relations at Crystal Capital Partners, a portfolio-centric alternative investment platform that specializes in helping RIA/BDs, single/multi-family offices, endowments, foundations, and regional banks build institutional private equity and hedge fund portfolios for their Qualified Purchaser clients. Description: Join us as we talk with Alan Strauss, Senior Partner and Director of Investor Relations at Crystal Capital Partners. Alan dives into the firm's 30-year history, their evolution from product providers to offering a turnkey investment platform, and the benefits of hedge funds and private market investments for advisors and qualified clients. Learn how Crystal Capital is helping advisors bring institutional investment solutions to their clients' portfolios and stay tuned as we discuss the impact of market cycles, the importance of diversification, and how a discerning eye can navigate the growing landscape of alternative investments. true full 70 75646531-6a1b-49ac-9724-8ada0970f8ac #69 Josh Deems & Colton Campbell, Figment - Proof of Stake and Crypto Staking Strategies Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Josh Deems and Colton Campbell:

Company Website: https://figment.io/  
Josh’s X: https://x.com/josh_deems?lang=en

Colton’s LinkedIn: https://www.linkedin.com/in/coltoncampbell3/

 

Timestamps: 

00:00 Introduction and Guest Backgrounds

03:38 Understanding Staking: Basics and Mechanisms

09:39 Staking Rewards and Inflation Rates

11:54 MEV and Its Impact on Staking

17:46 Staking Strategies and Security

21:42 Running a Validator: Requirements and Security

24:55 Staking Providers and Asset Selection

29:57 Navigating Custodians and Service Providers

31:15 Challenges of Running Validators

32:16 Advantages of Working with Service Providers

34:36 Performance Differences Among Staking Providers

37:05 Nuances and Challenges for Different Clients

39:34 Understanding Liquid Staking

43:15 Introduction to Restaking

47:44 Bitcoin Staking and Shared Security

53:44 Future of Staking and Protocol Upgrades

58:19 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 22 Nov 2024 15:00:00 +0000 mike.schroeder449@gmail.com (Josh Deems, Colton Campbell, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/proof-of-stake-and-crypto-staking-strategies-with-josh-deems-and-colton-campbell-IkhOxe6h Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Josh Deems and Colton Campbell:

Company Website: https://figment.io/  
Josh’s X: https://x.com/josh_deems?lang=en

Colton’s LinkedIn: https://www.linkedin.com/in/coltoncampbell3/

 

Timestamps: 

00:00 Introduction and Guest Backgrounds

03:38 Understanding Staking: Basics and Mechanisms

09:39 Staking Rewards and Inflation Rates

11:54 MEV and Its Impact on Staking

17:46 Staking Strategies and Security

21:42 Running a Validator: Requirements and Security

24:55 Staking Providers and Asset Selection

29:57 Navigating Custodians and Service Providers

31:15 Challenges of Running Validators

32:16 Advantages of Working with Service Providers

34:36 Performance Differences Among Staking Providers

37:05 Nuances and Challenges for Different Clients

39:34 Understanding Liquid Staking

43:15 Introduction to Restaking

47:44 Bitcoin Staking and Shared Security

53:44 Future of Staking and Protocol Upgrades

58:19 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #69 Josh Deems & Colton Campbell, Figment - Proof of Stake and Crypto Staking Strategies Josh Deems, Colton Campbell, Skyler Steinke, Mike Schroeder 00:59:34 Background: Josh Deems, Institutional Business Development Lead at Figment has extensive experience from his previous roles at Fidelity, where he oversaw business development for Fidelity Digital Assets, and at State Street, where he worked on pioneering blockchain applications in traditional finance. Joining him is Colton Campbell a Senior Sales Engineer at Figment, who spearheads technical integrations with top asset managers, custodians, exchanges, and wallets. Together, they represent a powerhouse of expertise in institutional blockchain adoption and technical innovation. Description: Josh Deems and Colton Campbell from Figment share their expertise on Proof of Stake, comparing it to Proof of Work and exploring key aspects like staking rewards, inflation, MEV, and slashing. They discuss strategies for institutional clients, staking within ETFs, emerging trends like re-staking and Bitcoin staking, and the future of institutional-grade staking in DeFi. Background: Josh Deems, Institutional Business Development Lead at Figment has extensive experience from his previous roles at Fidelity, where he oversaw business development for Fidelity Digital Assets, and at State Street, where he worked on pioneering blockchain applications in traditional finance. Joining him is Colton Campbell a Senior Sales Engineer at Figment, who spearheads technical integrations with top asset managers, custodians, exchanges, and wallets. Together, they represent a powerhouse of expertise in institutional blockchain adoption and technical innovation. Description: Josh Deems and Colton Campbell from Figment share their expertise on Proof of Stake, comparing it to Proof of Work and exploring key aspects like staking rewards, inflation, MEV, and slashing. They discuss strategies for institutional clients, staking within ETFs, emerging trends like re-staking and Bitcoin staking, and the future of institutional-grade staking in DeFi. true full 69 4ea02ec6-6b89-4fd5-8b3a-27d50f4ebc5d #68 Sean Campbell & Tim Bartlett - Innovative Bitcoin Mining Investment Strategies Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Sean Campbell and Tim Bartlett:
Company Website: https://valiantfinance.net/

Sean’s LinkedIn: https://www.linkedin.com/in/sean-campbell-255a2183/

Tim’s LinkedIn: https://www.linkedin.com/in/timbartlett/

 

Timestamps: 

00:00 Welcome and Introductions

00:35 Sean's Background and Bitcoin Mining Fund

01:31 Tim's Background and Investment Strategy

02:38 Bitcoin Mining Fund Recap and Launch

06:49 Challenges in Bitcoin Mining

12:46 Client Feedback and Future Outlook

26:58 Client Education and Initial Conversations

27:35 Explaining Bitcoin Mining to Clients

28:38 Investment Allocation and Risk Management

33:01 Due Diligence Process

36:18 Bitcoin's Macro Perspective

38:28 Future Projections for Bitcoin

42:45 Operational Challenges and Opportunities

44:34 Scaling and Future Plans

47:37 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 15 Nov 2024 16:00:00 +0000 mike.schroeder449@gmail.com (Tim Bartlett, Sean Campbell, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/innovative-bitcoin-mining-investment-strategies-with-sean-campbell-and-tim-bartlett-thMdpdMK Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Sean Campbell and Tim Bartlett:
Company Website: https://valiantfinance.net/

Sean’s LinkedIn: https://www.linkedin.com/in/sean-campbell-255a2183/

Tim’s LinkedIn: https://www.linkedin.com/in/timbartlett/

 

Timestamps: 

00:00 Welcome and Introductions

00:35 Sean's Background and Bitcoin Mining Fund

01:31 Tim's Background and Investment Strategy

02:38 Bitcoin Mining Fund Recap and Launch

06:49 Challenges in Bitcoin Mining

12:46 Client Feedback and Future Outlook

26:58 Client Education and Initial Conversations

27:35 Explaining Bitcoin Mining to Clients

28:38 Investment Allocation and Risk Management

33:01 Due Diligence Process

36:18 Bitcoin's Macro Perspective

38:28 Future Projections for Bitcoin

42:45 Operational Challenges and Opportunities

44:34 Scaling and Future Plans

47:37 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #68 Sean Campbell & Tim Bartlett - Innovative Bitcoin Mining Investment Strategies Tim Bartlett, Sean Campbell, Skyler Steinke, Mike Schroeder 00:52:21 Background: Sean Campbell Managing Director at Valiant Finance and Tim Bartlett a Senior Portfolio Manager that manages 750 Million Under Management. Description: In this episode, we're joined by Sean Campbell, Managing Director of Valiant Finance, and Tim Bartlett, Senior Portfolio Manager, to discuss their innovative approach to Bitcoin mining investments. Sean and Tim provide a detailed background on their expertise in finance and the unique products Valiant offers, including Bitcoin mining fund notes designed for steady, predictable cash flows. They delve into the intricacies of Bitcoin mining, the importance of hash price, and the challenges they've faced in the industry. Tim highlights the rigorous due diligence process and how these mining products fit into diversified investment portfolios. We also explore the macroeconomic perspectives on Bitcoin and the potential future trajectory of this asset class. Stay tuned for an insightful conversation packed with valuable investment strategies and future opportunities. Background: Sean Campbell Managing Director at Valiant Finance and Tim Bartlett a Senior Portfolio Manager that manages 750 Million Under Management. Description: In this episode, we're joined by Sean Campbell, Managing Director of Valiant Finance, and Tim Bartlett, Senior Portfolio Manager, to discuss their innovative approach to Bitcoin mining investments. Sean and Tim provide a detailed background on their expertise in finance and the unique products Valiant offers, including Bitcoin mining fund notes designed for steady, predictable cash flows. They delve into the intricacies of Bitcoin mining, the importance of hash price, and the challenges they've faced in the industry. Tim highlights the rigorous due diligence process and how these mining products fit into diversified investment portfolios. We also explore the macroeconomic perspectives on Bitcoin and the potential future trajectory of this asset class. Stay tuned for an insightful conversation packed with valuable investment strategies and future opportunities. true full 68 df56758e-3c9f-4cbe-b78b-0049991e0bfc #67 Chris Brodersen, EisnerAmper - Insights on Regulatory Challenges and Tokenization Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Chris Brodersen: 

Website: www.eisneramper.com/blockchain-digital-assets/    

LinkedIn: https://www.linkedin.com/in/chrisbrodersen/

 

Timestamps:

00:00 Introduction and Background 

00:58 Journey into Blockchain and Crypto 

02:13 Blockchain Innovations at Deloitte 

03:27 Current Role at Eisner Amper 

05:47 Challenges in Blockchain Adoption 

07:50 US Regulatory Environment 

16:52 Tokenization and Its Future 

23:29 Blockchain's Impact on Transfer Agent Services 

24:00 The Promise and Challenges of Blockchain 

26:07 Tokenization of Real World Assets 

28:39 ERC 3643: Embedding Compliance in Tokens 

30:42 Upskilling for Blockchain Integration 

33:09 Audit Readiness for Crypto Companies 

36:08 Trends and Challenges in Crypto Regulation 

40:38 Evolutionary Changes in Regulation 

41:05 Conclusion and Contact Information

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 7 Nov 2024 15:30:08 +0000 mike.schroeder449@gmail.com (Chris Brodersen, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/insights-on-regulatory-challenges-and-tokenization-with-chris-brodersen-QvcDFVwW Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Chris Brodersen: 

Website: www.eisneramper.com/blockchain-digital-assets/    

LinkedIn: https://www.linkedin.com/in/chrisbrodersen/

 

Timestamps:

00:00 Introduction and Background 

00:58 Journey into Blockchain and Crypto 

02:13 Blockchain Innovations at Deloitte 

03:27 Current Role at Eisner Amper 

05:47 Challenges in Blockchain Adoption 

07:50 US Regulatory Environment 

16:52 Tokenization and Its Future 

23:29 Blockchain's Impact on Transfer Agent Services 

24:00 The Promise and Challenges of Blockchain 

26:07 Tokenization of Real World Assets 

28:39 ERC 3643: Embedding Compliance in Tokens 

30:42 Upskilling for Blockchain Integration 

33:09 Audit Readiness for Crypto Companies 

36:08 Trends and Challenges in Crypto Regulation 

40:38 Evolutionary Changes in Regulation 

41:05 Conclusion and Contact Information

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #67 Chris Brodersen, EisnerAmper - Insights on Regulatory Challenges and Tokenization Chris Brodersen, Mike Schroeder, Skyler Steinke 00:41:30 Background: Chris Brodersen focuses on Financial Services and the Digital Asset ecosystem at EisnerAmper. Prior to this, he gained extensive experience in blockchain use cases, proofs of concept, and deployments across various industries, including Healthcare, Energy, Insurance, Customer Loyalty Points, and Supply Chain. Description: Join Chris Brodersen from EisnerAmper as he explores blockchain's impact on industries, regulatory compliance, and tokenization. With experience from Accenture to Deloitte, Chris discusses challenges in the U.S. regulatory space, permissioned blockchains, and ERC 3643. Perfect for TradFi veterans and blockchain enthusiasts alike, his insights provide a deep dive into the future of digital assets and financial services. Background: Chris Brodersen focuses on Financial Services and the Digital Asset ecosystem at EisnerAmper. Prior to this, he gained extensive experience in blockchain use cases, proofs of concept, and deployments across various industries, including Healthcare, Energy, Insurance, Customer Loyalty Points, and Supply Chain. Description: Join Chris Brodersen from EisnerAmper as he explores blockchain's impact on industries, regulatory compliance, and tokenization. With experience from Accenture to Deloitte, Chris discusses challenges in the U.S. regulatory space, permissioned blockchains, and ERC 3643. Perfect for TradFi veterans and blockchain enthusiasts alike, his insights provide a deep dive into the future of digital assets and financial services. true full 67 3c8a975c-7de1-42d0-bdb7-7ba8ec62fbd9 #66 Innovative Climate Tech and Sustainable Investments with Matt Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Matthew Stotts:

Website: https://cerulean.vc/

X: x.com/mlstotts

X: x.com/cerulean_xyz

LinkedIn: https://www.linkedin.com/company/cerulean-ventures/

Portfolio Company Links: 
Earthbanc.io - https://earthbanc.io/ 
Jasmine.Energy - https://www.jasmine.energy/ 
SustainableBitcoinProtocol - https://www.sustainablebtc.org/ 
CommonShare - https://www.commonshare.com/ 
Meridia.Land - https://www.meridia.land/ 
Asoba.co https://fractal.ag/

 

Timestamps:

00:00 Introduction to National Parks

02:01 Max's Background and Career Journey

06:37 Investing in Climate and Nature Tech

09:36 The State of Climate Investing

20:46 Sustainable Supply Chains and Technology

29:11 Understanding Renewable Energy Credits

29:37 Regulated vs. Voluntary Carbon Markets

30:19 Nature-Based Carbon Projects

31:52 Water Credits and Mitigation Banking

33:43 Criticism and Adoption of Voluntary Markets

37:38 Renewable Energy Credits Explained

39:43 Sustainable Bitcoin Protocol

44:05 Agriculture's Role in Carbon Footprint

50:42 Green Premium and Market Impact

54:42 Conclusion and Final Thoughts

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 31 Oct 2024 13:00:00 +0000 mike.schroeder449@gmail.com (Matthew Stotts, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/innovative-climate-tech-and-sustainable-investments-with-matt-Og28vzzr Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Matthew Stotts:

Website: https://cerulean.vc/

X: x.com/mlstotts

X: x.com/cerulean_xyz

LinkedIn: https://www.linkedin.com/company/cerulean-ventures/

Portfolio Company Links: 
Earthbanc.io - https://earthbanc.io/ 
Jasmine.Energy - https://www.jasmine.energy/ 
SustainableBitcoinProtocol - https://www.sustainablebtc.org/ 
CommonShare - https://www.commonshare.com/ 
Meridia.Land - https://www.meridia.land/ 
Asoba.co https://fractal.ag/

 

Timestamps:

00:00 Introduction to National Parks

02:01 Max's Background and Career Journey

06:37 Investing in Climate and Nature Tech

09:36 The State of Climate Investing

20:46 Sustainable Supply Chains and Technology

29:11 Understanding Renewable Energy Credits

29:37 Regulated vs. Voluntary Carbon Markets

30:19 Nature-Based Carbon Projects

31:52 Water Credits and Mitigation Banking

33:43 Criticism and Adoption of Voluntary Markets

37:38 Renewable Energy Credits Explained

39:43 Sustainable Bitcoin Protocol

44:05 Agriculture's Role in Carbon Footprint

50:42 Green Premium and Market Impact

54:42 Conclusion and Final Thoughts

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #66 Innovative Climate Tech and Sustainable Investments with Matt Matthew Stotts, Mike Schroeder, Skyler Steinke 00:55:52 Background: Matthew Stotts is a veteran Silicon Valley investor in saas and fintech startups, the co-founder of a blockchain business on Solana and the co-founder of a new climate tech fund that invests in climate fintech solutions. His new fund, Cerulean Ventures. Description: Join us as we dive into the fascinating world of sustainable ventures with Matt. Discover his journey from Silicon Valley to founding Cerulean Ventures, a company focused on innovative climate and nature tech investments. Learn about the intersection of blockchain, crypto, and climate initiatives, as well as the importance of transparency and sustainability in global supply chains. Don't miss out on this insightful discussion about the future of sustainable technology and investment opportunities. Background: Matthew Stotts is a veteran Silicon Valley investor in saas and fintech startups, the co-founder of a blockchain business on Solana and the co-founder of a new climate tech fund that invests in climate fintech solutions. His new fund, Cerulean Ventures. Description: Join us as we dive into the fascinating world of sustainable ventures with Matt. Discover his journey from Silicon Valley to founding Cerulean Ventures, a company focused on innovative climate and nature tech investments. Learn about the intersection of blockchain, crypto, and climate initiatives, as well as the importance of transparency and sustainability in global supply chains. Don't miss out on this insightful discussion about the future of sustainable technology and investment opportunities. true full 66 2fdbc2c6-0a7e-4893-bc8a-ca7e12a85954 #65 Navigating the Evolution of Fund Administration with Dan from Trident Trust Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Dan Smith:

Company Website: https://www.tridenttrust.com/

 

Timestamps: 

00:00 Introduction and Early Life

01:04 Career Beginnings and Growth at PFC

02:44 Acquisition by Trident and Expansion

04:52 Industry Evolution and Trends

10:38 Private Equity's Role in Fund Administration

18:41 Globalization and Regulatory Challenges

22:13 Technology and Automation in Fund Administration

31:45 Digital Assets and Tokenization

40:54 Capital Introduction and Future Plans

44:43 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 24 Oct 2024 15:37:01 +0000 mike.schroeder449@gmail.com (Dan Smith, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/navigating-the-evolution-of-fund-administration-with-dan-from-trident-trust-u_vmCzGB Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Dan Smith:

Company Website: https://www.tridenttrust.com/

 

Timestamps: 

00:00 Introduction and Early Life

01:04 Career Beginnings and Growth at PFC

02:44 Acquisition by Trident and Expansion

04:52 Industry Evolution and Trends

10:38 Private Equity's Role in Fund Administration

18:41 Globalization and Regulatory Challenges

22:13 Technology and Automation in Fund Administration

31:45 Digital Assets and Tokenization

40:54 Capital Introduction and Future Plans

44:43 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> #65 Navigating the Evolution of Fund Administration with Dan from Trident Trust Dan Smith, Skyler Steinke, Mike Schroeder 00:45:29 Background: Dan has been in the fund administration industry for over 20 years, the first 10 with an Atlanta based boutique and the last 10 with an independent global firm, Trident. Description: Join Dan from Trident Trust as he delves into a comprehensive discussion about the evolution of fund administration over the past 21 years. From his roots as an accounting professional, Dan shares his journey moving from Gainesville to Atlanta and the growth of his career in fund management. This insightful conversation covers the transformative changes in the fund administration industry, including private equity trends, technological advancements, such as AI and blockchain, as well as the impacts of regulatory developments. He also touches on Trident's global footprint and highlights their innovative move towards offering a platform for capital introductions. Tune in to learn about the dynamic fund admin landscape and the forward-thinking strategies at Trident Trust. Background: Dan has been in the fund administration industry for over 20 years, the first 10 with an Atlanta based boutique and the last 10 with an independent global firm, Trident. Description: Join Dan from Trident Trust as he delves into a comprehensive discussion about the evolution of fund administration over the past 21 years. From his roots as an accounting professional, Dan shares his journey moving from Gainesville to Atlanta and the growth of his career in fund management. This insightful conversation covers the transformative changes in the fund administration industry, including private equity trends, technological advancements, such as AI and blockchain, as well as the impacts of regulatory developments. He also touches on Trident's global footprint and highlights their innovative move towards offering a platform for capital introductions. Tune in to learn about the dynamic fund admin landscape and the forward-thinking strategies at Trident Trust. true full 65 21698eac-0d41-4570-aee1-709fede3fc9d Raising Capital and Hedge Fund Operations with Daniel Strachman Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ
 

Connect with Daniel Strachman:

Company Website: https://accorpservices.com/

 

Timestamps: 

00:00 Catch-Up with Dan: Life Updates and Hurricane Prep

01:30 Business Insights: Market Trends and Crypto Opinions

02:56 Challenges in Raising Capital

07:58 Advice for Aspiring Fund Managers

09:25 The Reality of Starting a Fund

18:28 Financial Preparedness and Common Mistakes

22:50 Introduction to BOI Reporting

29:06 Confusion Over FOC: Free of Charge

29:59 The Importance of Customer Service

30:57 BOI Reporting and Deadlines

32:04 Common Mistakes in BOI Filings

33:51 State vs. Federal Regulations

39:08 The Need for Updated Filings

45:25 Getting Out of Your Comfort Zone

52:18 The Value of Genuine Connections

53:02 Conclusion and Contact Information

Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 17 Oct 2024 14:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/raising-capital-and-hedge-fund-operations-with-daniel-strachman-jeI5SeYh Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ
 

Connect with Daniel Strachman:

Company Website: https://accorpservices.com/

 

Timestamps: 

00:00 Catch-Up with Dan: Life Updates and Hurricane Prep

01:30 Business Insights: Market Trends and Crypto Opinions

02:56 Challenges in Raising Capital

07:58 Advice for Aspiring Fund Managers

09:25 The Reality of Starting a Fund

18:28 Financial Preparedness and Common Mistakes

22:50 Introduction to BOI Reporting

29:06 Confusion Over FOC: Free of Charge

29:59 The Importance of Customer Service

30:57 BOI Reporting and Deadlines

32:04 Common Mistakes in BOI Filings

33:51 State vs. Federal Regulations

39:08 The Need for Updated Filings

45:25 Getting Out of Your Comfort Zone

52:18 The Value of Genuine Connections

53:02 Conclusion and Contact Information

Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Raising Capital and Hedge Fund Operations with Daniel Strachman Mike Schroeder & Skyler Steinke 00:53:44 Background: Dan Strachman is the author of nine books on investment management and serves as the Managing Partner at A&C Corporate Services LLC. Description: In this insightful conversation, Dan discusses the challenges of raising capital, the role of community and communication, and the misconceptions about having a 'secret sauce' in fund management. Dan also highlights the importance of business fundamentals, marketing, and a strong team, and provides an overview of BOI reporting under the Corporate Transparency Act. Background: Dan Strachman is the author of nine books on investment management and serves as the Managing Partner at A&C Corporate Services LLC. Description: In this insightful conversation, Dan discusses the challenges of raising capital, the role of community and communication, and the misconceptions about having a 'secret sauce' in fund management. Dan also highlights the importance of business fundamentals, marketing, and a strong team, and provides an overview of BOI reporting under the Corporate Transparency Act. true full 64 f3dc14a6-d136-496c-a23e-7c0e793a0c9f Crypto Market Trends and Strategies with Globe3 Capital - Insights from Jeff & Matt Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Jeff Embry and Matt Lason:

Jeff Embry’s LinkedIn: https://www.linkedin.com/in/jeff-embry-crypto-hedgefund/  

Matt Lason’s LinkedIn: https://www.linkedin.com/in/matt-lason-82353b/

Company LinkedIn: https://www.linkedin.com/company/globe3capital/?viewAsMember=true

X: https://x.com/Globe3Capital

 

Timestamps:

00:00 Welcome Back: Jeff and Matt's Return

00:43 Globe3 Capital: A Unique Crypto Hedge Fund

02:02 Market Overview: Changes and Trends

03:32 Regulatory Shifts and Political Influence

04:37 Crypto Market Cycles and Predictions

07:03 Sector Focus: AI, DeFi, and Real World Assets

08:06 Deep Tech and Infrastructure Investments

21:32 Navigating the Crypto Market: Strategies and Insights

26:19 Optimizing Investment Portfolios

27:05 Token Evaluation Standards (TES)

28:40 Deep Dive into Tokenomics

31:40 Diversification Strategies

34:23 The Importance of Patience in Crypto

40:17 Regulatory Challenges and Opportunities

47:06 Top Token Picks and Future Outlook

48:52 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Wed, 11 Sep 2024 15:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/crypto-market-trends-and-strategies-with-globe3-capital-insights-from-jeff-matt-DA4Pd7or Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Jeff Embry and Matt Lason:

Jeff Embry’s LinkedIn: https://www.linkedin.com/in/jeff-embry-crypto-hedgefund/  

Matt Lason’s LinkedIn: https://www.linkedin.com/in/matt-lason-82353b/

Company LinkedIn: https://www.linkedin.com/company/globe3capital/?viewAsMember=true

X: https://x.com/Globe3Capital

 

Timestamps:

00:00 Welcome Back: Jeff and Matt's Return

00:43 Globe3 Capital: A Unique Crypto Hedge Fund

02:02 Market Overview: Changes and Trends

03:32 Regulatory Shifts and Political Influence

04:37 Crypto Market Cycles and Predictions

07:03 Sector Focus: AI, DeFi, and Real World Assets

08:06 Deep Tech and Infrastructure Investments

21:32 Navigating the Crypto Market: Strategies and Insights

26:19 Optimizing Investment Portfolios

27:05 Token Evaluation Standards (TES)

28:40 Deep Dive into Tokenomics

31:40 Diversification Strategies

34:23 The Importance of Patience in Crypto

40:17 Regulatory Challenges and Opportunities

47:06 Top Token Picks and Future Outlook

48:52 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Crypto Market Trends and Strategies with Globe3 Capital - Insights from Jeff & Matt Mike Schroeder & Skyler Steinke 00:50:03 Background: Jeff Embry, Managing Partner at Globe3 Capital's Liquid Token Crypto Hedge Fund  Matt Layson, Chief Investment Officer at Globe3 Capital. Description: In this episode, Jeff Embry and Matt Layson from Globe3 Capital return to share key updates on the cryptocurrency market. They discuss the impact of Bitcoin and Ethereum ETFs, recent regulatory changes, and Globe3 Capital's unique strategies focused on small and micro-cap tokens. Jeff and Matt also highlight the importance of decentralized projects, AI in crypto, and their token evaluation approach, while expressing a bullish outlook for the market through 2024 and beyond, emphasizing the need for agility and a long-term perspective. Background: Jeff Embry, Managing Partner at Globe3 Capital's Liquid Token Crypto Hedge Fund  Matt Layson, Chief Investment Officer at Globe3 Capital. Description: In this episode, Jeff Embry and Matt Layson from Globe3 Capital return to share key updates on the cryptocurrency market. They discuss the impact of Bitcoin and Ethereum ETFs, recent regulatory changes, and Globe3 Capital's unique strategies focused on small and micro-cap tokens. Jeff and Matt also highlight the importance of decentralized projects, AI in crypto, and their token evaluation approach, while expressing a bullish outlook for the market through 2024 and beyond, emphasizing the need for agility and a long-term perspective. true full 63 084eea77-df17-49f8-9845-2e5cacab0411 Critical Compliance Tips For Digital Asset Funds Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Gena Dirani:

Company Website: https://www.salusgrc.com/

Company LinkedIn: https://www.linkedin.com/company/salus-grc/

LinkedIn: https://www.linkedin.com/in/gena-dirani-04196625/

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:35 Gena Dirani's Background and Current Role

01:15 Current State of Digital Assets

03:23 Regulatory Interactions and Compliance Tips

05:03 Preparing for SEC Examinations

10:32 Custody Solutions and Due Diligence

18:03 Personal Trading Policies

23:46 Vendor Due Diligence and AML/KYC

31:39 Best Execution and Exchange Considerations

34:45 Form ADV Disclosures

45:14 Cybersecurity and Final Advice

47:13 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Wed, 28 Aug 2024 13:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/critical-compliance-tips-for-digital-asset-funds-rNxy3UFj Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Gena Dirani:

Company Website: https://www.salusgrc.com/

Company LinkedIn: https://www.linkedin.com/company/salus-grc/

LinkedIn: https://www.linkedin.com/in/gena-dirani-04196625/

 

Timestamps: 

00:00 Introduction and Guest Welcome

00:35 Gena Dirani's Background and Current Role

01:15 Current State of Digital Assets

03:23 Regulatory Interactions and Compliance Tips

05:03 Preparing for SEC Examinations

10:32 Custody Solutions and Due Diligence

18:03 Personal Trading Policies

23:46 Vendor Due Diligence and AML/KYC

31:39 Best Execution and Exchange Considerations

34:45 Form ADV Disclosures

45:14 Cybersecurity and Final Advice

47:13 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Critical Compliance Tips For Digital Asset Funds Mike Schroeder & Skyler Steinke 00:48:21 Background: Gena Dirani - Managing Director at Salus GRC - a compliance consulting firm that offers a full range of solutions to support the compliance function for SEC registered investment advisers. Gena is an attorney by trade and has worked in the compliance space for nearly 10 years, with a current focus on compliance for digital asset managers. Description: Gena Dirani, a seasoned compliance consultant from Salus GRC, delves into the complexities of compliance for SEC-registered investment advisors, with a special focus on digital assets. The conversation covers key topics such as the shift of digital assets to mainstream finance, the role of regulatory scrutiny, the importance of best practice compliance, and how fund managers can navigate the evolving landscape. Gena shares practical insights on preparing for SEC exams, vendor due diligence, personal trading policies, and cybersecurity measures tailored for the digital asset space. Essential listening for fund managers keen on staying ahead in the compliance game. Background: Gena Dirani - Managing Director at Salus GRC - a compliance consulting firm that offers a full range of solutions to support the compliance function for SEC registered investment advisers. Gena is an attorney by trade and has worked in the compliance space for nearly 10 years, with a current focus on compliance for digital asset managers. Description: Gena Dirani, a seasoned compliance consultant from Salus GRC, delves into the complexities of compliance for SEC-registered investment advisors, with a special focus on digital assets. The conversation covers key topics such as the shift of digital assets to mainstream finance, the role of regulatory scrutiny, the importance of best practice compliance, and how fund managers can navigate the evolving landscape. Gena shares practical insights on preparing for SEC exams, vendor due diligence, personal trading policies, and cybersecurity measures tailored for the digital asset space. Essential listening for fund managers keen on staying ahead in the compliance game. true full 61 228d8c06-f142-49a7-bc41-9b622377b381 Legal Practice and Fund Management: Ron Geffner's Journey Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ron Geffner:

Website: https://www.sadis.com/

LinkedIn: https://www.linkedin.com/in/rgeffner/

Email: rgeffner@sadis.com

Landline: (212) 573-6660

 

Timestamps: 

00:00 Introduction to Brian's Background

00:28 Early Career and Law School Experience

01:06 Transition to Professional Life

03:06 Founding Sadis and Goldberg

03:52 Challenges of Running a Law Firm

05:00 Building and Maintaining Partnerships

05:52 Client Relationships and Empathy

09:03 The Importance of Legal Nuances

09:35 Common Mistakes in Fund Formation

14:21 The Evolution of Legal Services

25:53 Challenges in Hiring and Managing New Talent

26:12 Generational Differences in the Workplace

29:36 Importance of Background Checks

32:54 Evolution of the Private Funds Industry

36:22 Insights on SEC and Regulatory Work

39:42 Top Risks for Fund Managers

43:20 Horror Stories from the Legal World

46:48 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Wed, 21 Aug 2024 15:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/legal-practice-and-fund-management-ron-geffners-journey-Mylr4uPs Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ron Geffner:

Website: https://www.sadis.com/

LinkedIn: https://www.linkedin.com/in/rgeffner/

Email: rgeffner@sadis.com

Landline: (212) 573-6660

 

Timestamps: 

00:00 Introduction to Brian's Background

00:28 Early Career and Law School Experience

01:06 Transition to Professional Life

03:06 Founding Sadis and Goldberg

03:52 Challenges of Running a Law Firm

05:00 Building and Maintaining Partnerships

05:52 Client Relationships and Empathy

09:03 The Importance of Legal Nuances

09:35 Common Mistakes in Fund Formation

14:21 The Evolution of Legal Services

25:53 Challenges in Hiring and Managing New Talent

26:12 Generational Differences in the Workplace

29:36 Importance of Background Checks

32:54 Evolution of the Private Funds Industry

36:22 Insights on SEC and Regulatory Work

39:42 Top Risks for Fund Managers

43:20 Horror Stories from the Legal World

46:48 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Legal Practice and Fund Management: Ron Geffner's Journey Mike Schroeder & Skyler Steinke 00:47:59 Background: Ron Geffner, former SEC enforcement lawyer and one of the founding partners of Sadis & Goldberg. Ron oversees the financial services group at Sadis. Description: In this episode, Ron shares his journey from his early career to founding his own firm, Sadis and Goldberg. He discusses his time at the United States Securities and Exchange Commission (SEC), his transitions between different law firms, and the challenges faced when establishing his own business. Ron also touches on the importance of partnership dynamics, effective communication with investors, and the intricacies of fund management and legal practice. Join us to gain valuable insights from Ron's extensive experience in the legal industry. Background: Ron Geffner, former SEC enforcement lawyer and one of the founding partners of Sadis & Goldberg. Ron oversees the financial services group at Sadis. Description: In this episode, Ron shares his journey from his early career to founding his own firm, Sadis and Goldberg. He discusses his time at the United States Securities and Exchange Commission (SEC), his transitions between different law firms, and the challenges faced when establishing his own business. Ron also touches on the importance of partnership dynamics, effective communication with investors, and the intricacies of fund management and legal practice. Join us to gain valuable insights from Ron's extensive experience in the legal industry. true full 60 c0767d8e-b06c-4048-8c99-63372bc6b0a8 Insights on the Future of Financial Markets With Mike Cavanaugh Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Michael Cavanaugh:

X: @cavychi

Website: https://www.regimentsecurities.com/

Website: https://www.regimentco.com/

 

Timestamps:

00:00 Life as a Trader on the Chicago Board of Trade

03:06 The Impact of Technology on Trading Floors

05:25 Founding Regiment Securities During COVID-19

11:30 Investment Strategies and Opportunities

20:57 The Story Behind Regiment Securities' Name

23:30 Market Trends and Stock Market Insights

24:05 Private Markets and Liquidity

26:40 Regulatory Changes and Their Impact

34:22 Private Credit and Real Estate Investments

41:02 Evergreen Funds and Capital Access

43:04 Fun Impersonations and Closing Remarks

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Mon, 5 Aug 2024 15:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/insights-on-the-future-of-financial-markets-with-mike-kGHozZBD Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Michael Cavanaugh:

X: @cavychi

Website: https://www.regimentsecurities.com/

Website: https://www.regimentco.com/

 

Timestamps:

00:00 Life as a Trader on the Chicago Board of Trade

03:06 The Impact of Technology on Trading Floors

05:25 Founding Regiment Securities During COVID-19

11:30 Investment Strategies and Opportunities

20:57 The Story Behind Regiment Securities' Name

23:30 Market Trends and Stock Market Insights

24:05 Private Markets and Liquidity

26:40 Regulatory Changes and Their Impact

34:22 Private Credit and Real Estate Investments

41:02 Evergreen Funds and Capital Access

43:04 Fun Impersonations and Closing Remarks

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Insights on the Future of Financial Markets With Mike Cavanaugh Mike Schroeder & Skyler Steinke 00:44:53 Background: Michael has 30 years of experience in financial services. He has spent time on the buyside, the sellside, basically all sides. Regiment is the output of 30 years spent in capital markets and the technology that surrounds the industry. Description: In this episode, we sit down with Mike, a former Chicago Board of Trade floor trader, to dive deep into his intriguing career evolution from the trading floor to founding Regiment Securities. Mike shares his firsthand experience of the dramatic shift from open outcry to high-frequency trading. He provides valuable insights into the private credit markets, investment trends, and the impact of technology and regulation on financial services. Learn about Mike's unique approach to investment and equity raising in real estate, the concept of evergreen models in VC, and how adaptability, risk management, and discipline are crucial in today's fast-paced financial landscape. Don't miss the fascinating stories, market analysis, and even a fun impersonation that make this conversation both educational and entertaining. Background: Michael has 30 years of experience in financial services. He has spent time on the buyside, the sellside, basically all sides. Regiment is the output of 30 years spent in capital markets and the technology that surrounds the industry. Description: In this episode, we sit down with Mike, a former Chicago Board of Trade floor trader, to dive deep into his intriguing career evolution from the trading floor to founding Regiment Securities. Mike shares his firsthand experience of the dramatic shift from open outcry to high-frequency trading. He provides valuable insights into the private credit markets, investment trends, and the impact of technology and regulation on financial services. Learn about Mike's unique approach to investment and equity raising in real estate, the concept of evergreen models in VC, and how adaptability, risk management, and discipline are crucial in today's fast-paced financial landscape. Don't miss the fascinating stories, market analysis, and even a fun impersonation that make this conversation both educational and entertaining. true full 59 5270eea0-ec11-4a61-a27f-e867c1bf9dc6 Exploring OCIO Services and Institutional Investing with Joe Taiber Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

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Connect with Joe Taiber:

Website: https://taiberkosmala.com/

Website: https://www.taikoadvisor.com/

LinkedIn: https://www.linkedin.com/company/taiber-kosmala-and-associates-llc/

LinkedIn: https://www.linkedin.com/company/taikoadvisor/

Twitter: https://twitter.com/taikoadvisor  

 

Timestamps: 

00:00 Morning Commute and Weather Talk

01:03 Unexpected Hailstorm in Omaha

02:25 Introduction to Joe's Background

05:24 Founding Tyre GM and Early Challenges

06:50 Naming the Companies: Taiber Kosmala and Taiko

08:27 OCIO and RIA Market Insights

15:49 Custom OCIO Business Model

27:29 Client Collaboration Dynamics

28:06 Investment Committee Meetings

29:02 Monthly and Weekly Client Interactions

29:53 Sales and Operations Support

31:20 Final Thoughts on RIA Business

31:50 Introduction to Institutional Business

32:14 Institutional Client Services

33:07 Manager Evaluations and Recommendations

34:06 Institutional Client Interactions

36:35 Alternative Investments and Trends

45:10 Managing Client Expectations

47:28 Short-term and Long-term Market Views

51:26 Guilty Until Proven Innocent Approach

52:48 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Mon, 29 Jul 2024 15:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/exploring-ocio-services-and-institutional-investing-with-joe-taiber-00wpZitS Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Joe Taiber:

Website: https://taiberkosmala.com/

Website: https://www.taikoadvisor.com/

LinkedIn: https://www.linkedin.com/company/taiber-kosmala-and-associates-llc/

LinkedIn: https://www.linkedin.com/company/taikoadvisor/

Twitter: https://twitter.com/taikoadvisor  

 

Timestamps: 

00:00 Morning Commute and Weather Talk

01:03 Unexpected Hailstorm in Omaha

02:25 Introduction to Joe's Background

05:24 Founding Tyre GM and Early Challenges

06:50 Naming the Companies: Taiber Kosmala and Taiko

08:27 OCIO and RIA Market Insights

15:49 Custom OCIO Business Model

27:29 Client Collaboration Dynamics

28:06 Investment Committee Meetings

29:02 Monthly and Weekly Client Interactions

29:53 Sales and Operations Support

31:20 Final Thoughts on RIA Business

31:50 Introduction to Institutional Business

32:14 Institutional Client Services

33:07 Manager Evaluations and Recommendations

34:06 Institutional Client Interactions

36:35 Alternative Investments and Trends

45:10 Managing Client Expectations

47:28 Short-term and Long-term Market Views

51:26 Guilty Until Proven Innocent Approach

52:48 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Exploring OCIO Services and Institutional Investing with Joe Taiber Mike Schroeder & Skyler Steinke 00:54:57 Background: Joe Taiber is CEO at Taiko and Taiber Kosmala. Taiko is a boutique OCIO solution built for wealth managers, and Taiber Kosmala is an institutional investment consulting firm advising on nearly $15 billion in client assets. Joe has been in the investment consulting industry for over 25 years, and has extensive experience in alternative investments, asset allocation studies, manager evaluation, capital markets research and more. Description: In this episode, Joe Taiber discusses his daily biking routine, current weather patterns, and the impact of unusual storms in Omaha. He shares insights about his background in IT, his long standing partnership with Phil Kosmala, and their journey from institutional consulting to launching their own firm, Taiber Kosmala. Joe elaborates on their innovative OCIO service, which provides tailored investment platforms for RIAs, and their significant role in the landscape of traditional and alternative investments. He delves into their philosophy of 'guilty until proven innocent' for alternative investments, the importance of managing client expectations, and future trends in financial markets. Whether you're interested in the intricate workings of institutional investing, the growing relevance of OCIO services, or the evolving landscape of alternative investments, this episode offers valuable insights. Background: Joe Taiber is CEO at Taiko and Taiber Kosmala. Taiko is a boutique OCIO solution built for wealth managers, and Taiber Kosmala is an institutional investment consulting firm advising on nearly $15 billion in client assets. Joe has been in the investment consulting industry for over 25 years, and has extensive experience in alternative investments, asset allocation studies, manager evaluation, capital markets research and more. Description: In this episode, Joe Taiber discusses his daily biking routine, current weather patterns, and the impact of unusual storms in Omaha. He shares insights about his background in IT, his long standing partnership with Phil Kosmala, and their journey from institutional consulting to launching their own firm, Taiber Kosmala. Joe elaborates on their innovative OCIO service, which provides tailored investment platforms for RIAs, and their significant role in the landscape of traditional and alternative investments. He delves into their philosophy of 'guilty until proven innocent' for alternative investments, the importance of managing client expectations, and future trends in financial markets. Whether you're interested in the intricate workings of institutional investing, the growing relevance of OCIO services, or the evolving landscape of alternative investments, this episode offers valuable insights. true full 58 444ecf22-3454-4b0c-86fc-bd1fc65c0532 Blockchain & Behavioral Finance: Ed's Investment Journey Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ed Wethered:

Website: https://www.calligraphydigital.com/

LinkedIn: https://www.linkedin.com/in/digitaled/

 

Timestamps: 

00:00 The Marathon Challenge: 27 Marathons in 26 Days

01:19 Building Endurance: From Triathlons to Marathons

01:57 Personal Running Experiences

02:20 Introduction to Crypto Journey

02:27 Understanding Blockchain and Digital Assets

06:36 Investment Strategies and Hedge Fund Insights

09:23 Behavioral Finance and Market Psychology

14:20 Systematic Strategies and Risk Premia

20:13 On-Chain Data and Market Analysis

26:35 Tokenization and Liquidity in Crypto

37:02 Bitcoin Price Dynamics and Institutional Adoption

48:58 Final Thoughts and Advice for Aspiring Fund Managers

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 25 Jul 2024 15:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/blockchain-behavioral-finance-eds-investment-journey-__1ogAEE Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ed Wethered:

Website: https://www.calligraphydigital.com/

LinkedIn: https://www.linkedin.com/in/digitaled/

 

Timestamps: 

00:00 The Marathon Challenge: 27 Marathons in 26 Days

01:19 Building Endurance: From Triathlons to Marathons

01:57 Personal Running Experiences

02:20 Introduction to Crypto Journey

02:27 Understanding Blockchain and Digital Assets

06:36 Investment Strategies and Hedge Fund Insights

09:23 Behavioral Finance and Market Psychology

14:20 Systematic Strategies and Risk Premia

20:13 On-Chain Data and Market Analysis

26:35 Tokenization and Liquidity in Crypto

37:02 Bitcoin Price Dynamics and Institutional Adoption

48:58 Final Thoughts and Advice for Aspiring Fund Managers

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Blockchain & Behavioral Finance: Ed's Investment Journey Mike Schroeder & Skyler Steinke 00:51:39 Background: Join us in this riveting episode as we dive into Ed's venture into the world of cryptocurrency. Ed discusses the founding of his hedge fund, Raise Your Hands, the inefficiencies of traditional markets, and the vast potential of blockchain technology. He shares insights on systematic investment strategies, the importance of on-chain data, and the evolving narrative of Bitcoin. Whether you're a crypto geek or an aspiring fund manager, this episode has something for everyone. Tune in to discover the intersections of digital assets and innovative financial strategies. Description: Ed is the CIO of Calligraphy Digital multi strategy fund, which invests in bespoke systematic strategies in digital assets. Ed started his career in hedge funds aged 16, and co founded his first fund aged 26. Background: Join us in this riveting episode as we dive into Ed's venture into the world of cryptocurrency. Ed discusses the founding of his hedge fund, Raise Your Hands, the inefficiencies of traditional markets, and the vast potential of blockchain technology. He shares insights on systematic investment strategies, the importance of on-chain data, and the evolving narrative of Bitcoin. Whether you're a crypto geek or an aspiring fund manager, this episode has something for everyone. Tune in to discover the intersections of digital assets and innovative financial strategies. Description: Ed is the CIO of Calligraphy Digital multi strategy fund, which invests in bespoke systematic strategies in digital assets. Ed started his career in hedge funds aged 16, and co founded his first fund aged 26. true full 57 ab11faaf-18b4-4985-8da6-5bc21dada10b Jake's Journey: From Finance Beginnings to Innovating Private Markets Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Jacob Miller:

Website: https://www.optoinvest.com/

LinkedIn https://www.linkedin.com/company/optoinvest/

X: @optoinvest 

 

Timestamps: 

00:00 Introduction and Background

04:14 Jake's Early Interest in Finance

06:46 Bridgewater Experience and Private Markets

08:28 Founding Opto and Building a Team

23:08 Challenges and Opportunities in Private Markets

26:21 The Evolution of Private Market Access

31:40 The Role of Alternatives in Portfolios

42:50 Trends and Concerns in Private Credit

46:34 Opportunities in AI and Infrastructure

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Mon, 15 Jul 2024 15:00:00 +0000 mike.schroeder449@gmail.com (Jacob Miller, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/jakes-journey-from-finance-beginnings-to-innovating-private-markets-mWzd_JNX Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Jacob Miller:

Website: https://www.optoinvest.com/

LinkedIn https://www.linkedin.com/company/optoinvest/

X: @optoinvest 

 

Timestamps: 

00:00 Introduction and Background

04:14 Jake's Early Interest in Finance

06:46 Bridgewater Experience and Private Markets

08:28 Founding Opto and Building a Team

23:08 Challenges and Opportunities in Private Markets

26:21 The Evolution of Private Market Access

31:40 The Role of Alternatives in Portfolios

42:50 Trends and Concerns in Private Credit

46:34 Opportunities in AI and Infrastructure

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Jake's Journey: From Finance Beginnings to Innovating Private Markets Jacob Miller, Skyler Steinke, Mike Schroeder 00:52:02 Background: Jake Miller is a passionate investor cofounded Opto with Joe Lonsdale (founder of Palantir and Addepar) after starting his career as an investor at Bridgewater Associates. Description: ​​In this episode, Jake shares his inspiring journey from being a runner to a powerlifter lifting up to 625 pounds in deadlift. After suffering an ankle injury in India, Jake discovered his passion and talent for weightlifting. He also dives deep into his career in finance, starting with his early interest in investing during the dot-com boom, and his significant stint at Bridgewater. Learn about his groundbreaking work with Opto Investments, a company revolutionizing private market access and investment strategies. Tune in for insightful discussions on private market challenges, innovations, and the future of AI in the investment landscape. Background: Jake Miller is a passionate investor cofounded Opto with Joe Lonsdale (founder of Palantir and Addepar) after starting his career as an investor at Bridgewater Associates. Description: ​​In this episode, Jake shares his inspiring journey from being a runner to a powerlifter lifting up to 625 pounds in deadlift. After suffering an ankle injury in India, Jake discovered his passion and talent for weightlifting. He also dives deep into his career in finance, starting with his early interest in investing during the dot-com boom, and his significant stint at Bridgewater. Learn about his groundbreaking work with Opto Investments, a company revolutionizing private market access and investment strategies. Tune in for insightful discussions on private market challenges, innovations, and the future of AI in the investment landscape. true full 56 fcefe3ba-f4cb-4ca1-a79b-66ecb95ae965 Unlocking Crypto: Chris's Insights into Wealth Management Innovation Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Chris King:

Website: www.eaglebrook.com

LinkedIn: https://www.linkedin.com/in/christopherking7/

X: @cjking711

 

Timestamps: 

00:00 Introduction: What's Your Crypto Story?

00:23 Early Days: Getting into Crypto

01:00 Transition to Full-Time Crypto

01:23 Joining Morgan Creek Capital

01:57 Insights and Market Gaps

03:21 Founding Eaglebrook Advisors

04:18 Building with Mariner Wealth Advisors

04:29 Launch and Growth of Eaglebrook

05:05 Advisors and Tax Loss Harvesting

05:33 Advisors and Digital Assets

06:46 Platform Features and Client Benefits

07:15 Education and Client Demand

19:40 Tax Loss Harvesting in Crypto

22:46 Estate Planning with Digital Assets

27:39 Market Trends and Predictions

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Mon, 8 Jul 2024 15:00:00 +0000 mike.schroeder449@gmail.com (Chris King, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/unlocking-crypto-chriss-insights-into-wealth-management-innovation-ND35crVu Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Chris King:

Website: www.eaglebrook.com

LinkedIn: https://www.linkedin.com/in/christopherking7/

X: @cjking711

 

Timestamps: 

00:00 Introduction: What's Your Crypto Story?

00:23 Early Days: Getting into Crypto

01:00 Transition to Full-Time Crypto

01:23 Joining Morgan Creek Capital

01:57 Insights and Market Gaps

03:21 Founding Eaglebrook Advisors

04:18 Building with Mariner Wealth Advisors

04:29 Launch and Growth of Eaglebrook

05:05 Advisors and Tax Loss Harvesting

05:33 Advisors and Digital Assets

06:46 Platform Features and Client Benefits

07:15 Education and Client Demand

19:40 Tax Loss Harvesting in Crypto

22:46 Estate Planning with Digital Assets

27:39 Market Trends and Predictions

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Unlocking Crypto: Chris's Insights into Wealth Management Innovation Chris King, Mike Schroeder, Skyler Steinke 00:39:30 Background: Chris King is the founder and chief executive officer of Eaglebrook. He has been investing in the digital asset market since 2014 and started his career in venture capital, focusing on companies building infrastructure for the crypto market. In 2019, Chris founded Eaglebrook Advisors to provide financial advisers with trusted access to digital asset investment solutions through a technology platform. Description: Join us as Chris delves into his fascinating journey into the crypto world, starting as an undergrad at Penn State to founding Eaglebrook. Chris discusses the evolution of his career from studying the tax implications of virtual currencies in 2014 to creating a platform that helps financial advisors allocate digital assets for their clients. Learn about the unique insights that led to the creation of Eaglebrook, its partnerships, the importance of tax-loss harvesting, and the emerging trends in cryptocurrency that advisors need to know. Plus, hear Chris's long-term Bitcoin market predictions and the potential convergence of digital assets with AI investments. Background: Chris King is the founder and chief executive officer of Eaglebrook. He has been investing in the digital asset market since 2014 and started his career in venture capital, focusing on companies building infrastructure for the crypto market. In 2019, Chris founded Eaglebrook Advisors to provide financial advisers with trusted access to digital asset investment solutions through a technology platform. Description: Join us as Chris delves into his fascinating journey into the crypto world, starting as an undergrad at Penn State to founding Eaglebrook. Chris discusses the evolution of his career from studying the tax implications of virtual currencies in 2014 to creating a platform that helps financial advisors allocate digital assets for their clients. Learn about the unique insights that led to the creation of Eaglebrook, its partnerships, the importance of tax-loss harvesting, and the emerging trends in cryptocurrency that advisors need to know. Plus, hear Chris's long-term Bitcoin market predictions and the potential convergence of digital assets with AI investments. true full 55 d0bf1d90-1930-4428-9d54-8668447864c2 Transforming Hedge Fund Administration: Kevin's Journey with Repool Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Kevin Fu:

Website: https://repool.com/

Email: kevin@repool.com

LinkedIn: linkedin.com/in/kevinfu93

LinkedIn: linkedin.com/company/repool

Twitter: twitter.com/repoolhq

 

Timestamps: 

00:00 Introduction to Kevin's Hobbies

01:07 Professional Esports Journey

01:41 Kevin's Company: Repool

01:53 Repool's Services and Offerings

02:59 Kevin's Career Path to Repool

06:03 Challenges in Fund Administration

11:55 Repool's Client Focus and Expertise

13:04 Fund Formation and Compliance

19:18 Emerging Manager Trends and Fundraising

23:36 Challenges for Emerging Managers

24:01 Making Fundraising Real

25:01 Choosing the Right Service Providers

26:01 Targeting Unique Geographies

27:35 Streamlining Subscription Processes

30:44 Tracking Investor Engagement

34:25 Trends in Fund Administration

38:16 Future of Fund Administration

43:01 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Mon, 1 Jul 2024 15:00:00 +0000 mike.schroeder449@gmail.com (Kevin Fu, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/transforming-hedge-fund-administration-kevins-journey-with-repool-NhuwAHED Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Kevin Fu:

Website: https://repool.com/

Email: kevin@repool.com

LinkedIn: linkedin.com/in/kevinfu93

LinkedIn: linkedin.com/company/repool

Twitter: twitter.com/repoolhq

 

Timestamps: 

00:00 Introduction to Kevin's Hobbies

01:07 Professional Esports Journey

01:41 Kevin's Company: Repool

01:53 Repool's Services and Offerings

02:59 Kevin's Career Path to Repool

06:03 Challenges in Fund Administration

11:55 Repool's Client Focus and Expertise

13:04 Fund Formation and Compliance

19:18 Emerging Manager Trends and Fundraising

23:36 Challenges for Emerging Managers

24:01 Making Fundraising Real

25:01 Choosing the Right Service Providers

26:01 Targeting Unique Geographies

27:35 Streamlining Subscription Processes

30:44 Tracking Investor Engagement

34:25 Trends in Fund Administration

38:16 Future of Fund Administration

43:01 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Transforming Hedge Fund Administration: Kevin's Journey with Repool Kevin Fu, Skyler Steinke, Mike Schroeder 00:44:30 Background: Kevin Fu is the founder and CEO of Repool and widely respected by emerging managers for his deep expertise around fund structuring, administration, and operations.  Prior to Repool, he spent nearly a decade at various venture-backed startups; most recently, he was the head of revenue at Vitally, an Andreessen Horowitz backed software company. Description: Join us as we delve into an insightful conversation with Kevin, a multifaceted individual who transitions from a professional gamer to a key player in the tech-enabled hedge fund back-office services industry. Kevin shares how his company, Repool, streamlines fund administration, fund launch, and compliance for emerging managers using cutting-edge technology. Discover unique industry trends, the importance of a tech-forward approach in fund services, and Repool's mission to modernize a traditionally antiquated sector. Whether you’re an emerging manager or an established fund, Kevin's expertise offers a fresh perspective on navigating the future of hedge fund operations. Background: Kevin Fu is the founder and CEO of Repool and widely respected by emerging managers for his deep expertise around fund structuring, administration, and operations.  Prior to Repool, he spent nearly a decade at various venture-backed startups; most recently, he was the head of revenue at Vitally, an Andreessen Horowitz backed software company. Description: Join us as we delve into an insightful conversation with Kevin, a multifaceted individual who transitions from a professional gamer to a key player in the tech-enabled hedge fund back-office services industry. Kevin shares how his company, Repool, streamlines fund administration, fund launch, and compliance for emerging managers using cutting-edge technology. Discover unique industry trends, the importance of a tech-forward approach in fund services, and Repool's mission to modernize a traditionally antiquated sector. Whether you’re an emerging manager or an established fund, Kevin's expertise offers a fresh perspective on navigating the future of hedge fund operations. true full 54 55e9ec4a-cf56-44cc-9e3c-a0336d6224f5 From Botany to Hedge Fund Innovations: Bob's Journey in Systematic Investing Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan 

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Robert Elliott:

Website: https://unlimitedfunds.com/

Youtube: https://www.youtube.com/@BobEUnlimited  

Twitter/X: https://x.com/bobeunlimited?lang=en  

LinkedIn: https://www.linkedin.com/in/ttoillebob/

 

Timestamps: 

00:00 Introduction and Background

03:22 Transition from Botany to Finance

05:46 Founding Unlimited Funds

10:56 Challenges and Strategies in Asset Management

17:30 Replication and Systematic Investing

25:40 Leveraging Technology and AI

37:52 Future Trends in Alternative Investments

46:58 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Mon, 24 Jun 2024 15:00:00 +0000 mike.schroeder449@gmail.com (Skyler Steinke, Mike Schroeder, Robert Elliott) https://altfunds.io/episodes/from-botany-to-hedge-fund-innovations-bobs-journey-in-systematic-investing-3XWXyzPV Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan 

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Robert Elliott:

Website: https://unlimitedfunds.com/

Youtube: https://www.youtube.com/@BobEUnlimited  

Twitter/X: https://x.com/bobeunlimited?lang=en  

LinkedIn: https://www.linkedin.com/in/ttoillebob/

 

Timestamps: 

00:00 Introduction and Background

03:22 Transition from Botany to Finance

05:46 Founding Unlimited Funds

10:56 Challenges and Strategies in Asset Management

17:30 Replication and Systematic Investing

25:40 Leveraging Technology and AI

37:52 Future Trends in Alternative Investments

46:58 Final Thoughts and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> From Botany to Hedge Fund Innovations: Bob's Journey in Systematic Investing Skyler Steinke, Mike Schroeder, Robert Elliott 00:49:22 Background: Robert “Bob” Elliott is a Cofounder, CIO and CEO at Unlimited Funds. Formerly on the investment committee at bridgewater associates, the worlds largest hedge fund at the time. Description: In this episode, we dive deep with Bob as he shares his unique journey from studying botany to becoming an expert in the hedge fund industry. Bob discusses how his background in botany helped shape his systematic approach to investing, ultimately leading him to co-found Unlimited Funds. He explains the importance of leveraging technology, particularly AI, to create diversified, low-cost investment products that challenge traditional hedge funds. Bob provides insights into the intricacies of building a startup asset manager, navigating regulatory frameworks, and the advancements in machine learning that are enabling new investment strategies. This episode is packed with valuable information on the future of alternative investments and the innovation happening within the financial markets. Background: Robert “Bob” Elliott is a Cofounder, CIO and CEO at Unlimited Funds. Formerly on the investment committee at bridgewater associates, the worlds largest hedge fund at the time. Description: In this episode, we dive deep with Bob as he shares his unique journey from studying botany to becoming an expert in the hedge fund industry. Bob discusses how his background in botany helped shape his systematic approach to investing, ultimately leading him to co-found Unlimited Funds. He explains the importance of leveraging technology, particularly AI, to create diversified, low-cost investment products that challenge traditional hedge funds. Bob provides insights into the intricacies of building a startup asset manager, navigating regulatory frameworks, and the advancements in machine learning that are enabling new investment strategies. This episode is packed with valuable information on the future of alternative investments and the innovation happening within the financial markets. true full 53 c3798a22-bff2-4455-bb51-8d0897d1b42d Real Estate Credit Market With Jack: Insights from an Industry Leader Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Jack Macdowell:

Website: https://palisades.us.com/

LinkedIn: https://www.linkedin.com/in/jack-macdowell-jr-cfa-b5b2275/

 

Timestamps: 

00:00 Welcome and Introduction

00:24 Journey into Real Estate and Mortgage Credit

02:45 The Birth of Palisades Group and Its Philosophy

05:49 Exploring the Landscape of Residential Mortgage Loans

07:46 Navigating Market Trends and Opportunities in 2024

13:08 Risk Management and Asset-Level Decision Making

16:49 Innovative Loan Sourcing Strategies

22:22 Leveraging Technology for Efficiency and Decision Making

30:58 Unlocking Insights with Advanced Data Analysis

31:42 Navigating the Current Economic Landscape

33:08 The Power of AI in Asset Management

35:01 Innovative Financial Products and Real-Time Data

36:45 Investor Perspectives and Portfolio Strategy

42:30 Addressing Market Risks and Cybersecurity Concerns

45:03 Analyzing the Housing Market Dynamics

49:02 Future Market Outlook and Challenges

53:07 Portfolio Management and Operational Complexity

56:00 Closing Remarks and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Mon, 17 Jun 2024 15:00:00 +0000 mike.schroeder449@gmail.com (Jack Macdowell, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/real-estate-credit-market-with-jack-insights-from-an-industry-leader-EoX5lRfx Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Jack Macdowell:

Website: https://palisades.us.com/

LinkedIn: https://www.linkedin.com/in/jack-macdowell-jr-cfa-b5b2275/

 

Timestamps: 

00:00 Welcome and Introduction

00:24 Journey into Real Estate and Mortgage Credit

02:45 The Birth of Palisades Group and Its Philosophy

05:49 Exploring the Landscape of Residential Mortgage Loans

07:46 Navigating Market Trends and Opportunities in 2024

13:08 Risk Management and Asset-Level Decision Making

16:49 Innovative Loan Sourcing Strategies

22:22 Leveraging Technology for Efficiency and Decision Making

30:58 Unlocking Insights with Advanced Data Analysis

31:42 Navigating the Current Economic Landscape

33:08 The Power of AI in Asset Management

35:01 Innovative Financial Products and Real-Time Data

36:45 Investor Perspectives and Portfolio Strategy

42:30 Addressing Market Risks and Cybersecurity Concerns

45:03 Analyzing the Housing Market Dynamics

49:02 Future Market Outlook and Challenges

53:07 Portfolio Management and Operational Complexity

56:00 Closing Remarks and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Real Estate Credit Market With Jack: Insights from an Industry Leader Jack Macdowell, Skyler Steinke, Mike Schroeder 00:56:43 Background: Jack Macdowell is the Chief Investment Officer, Co-Founder and Managing Member of the Palisades Group. He is responsible for leading all investment activities, including research, allocation, and risk management functions. Description: Jack Macdowell, a seasoned professional in the real estate business, shares his extensive experience in mortgage credit and structured finance. Starting his career in Dallas at Amresco during the late '90s financial crises, Jack navigated through various market turbulences, including the Asian financial crisis and the Russian debt default, leading to his exposure in different real estate financial aspects. Moving to New York to work with Credit Suisse and RBC in asset-backed finance, Jack eventually co-founded Palisades Group in 2012, focusing on private residential credit trends. He discusses the evolution of the business, from buying subprime mortgage loans pre-financial crisis to managing a diversified portfolio of residential loans worth over $17 billion today. Jack also delves into the current state of the real estate market, including trends in private residential credit, the impact of monetary policy on the housing market, and the opportunities and challenges faced in today's economic environment. Furthermore, he provides insights into the operational complexities of managing residential loans, the importance of technology and data management in optimizing investment decisions, and the potential of AI in enhancing asset management efficiency. Lastly, Jack discusses the investment landscape for private residential credit, highlighting its significance in a diversified portfolio and the varying factors influencing market dynamics and risk mitigation strategies. Background: Jack Macdowell is the Chief Investment Officer, Co-Founder and Managing Member of the Palisades Group. He is responsible for leading all investment activities, including research, allocation, and risk management functions. Description: Jack Macdowell, a seasoned professional in the real estate business, shares his extensive experience in mortgage credit and structured finance. Starting his career in Dallas at Amresco during the late '90s financial crises, Jack navigated through various market turbulences, including the Asian financial crisis and the Russian debt default, leading to his exposure in different real estate financial aspects. Moving to New York to work with Credit Suisse and RBC in asset-backed finance, Jack eventually co-founded Palisades Group in 2012, focusing on private residential credit trends. He discusses the evolution of the business, from buying subprime mortgage loans pre-financial crisis to managing a diversified portfolio of residential loans worth over $17 billion today. Jack also delves into the current state of the real estate market, including trends in private residential credit, the impact of monetary policy on the housing market, and the opportunities and challenges faced in today's economic environment. Furthermore, he provides insights into the operational complexities of managing residential loans, the importance of technology and data management in optimizing investment decisions, and the potential of AI in enhancing asset management efficiency. Lastly, Jack discusses the investment landscape for private residential credit, highlighting its significance in a diversified portfolio and the varying factors influencing market dynamics and risk mitigation strategies. true full 52 c9b44717-4075-450b-8946-98fa27e37ba2 Navigating Success: From Crowdfunding Legislation to Entrepreneurial Triumph with Sherwood Neiss Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Sherwood Neiss:

Website: www.crowdfundcapitaladvisors.com

Website 1: https://cclear.ai/

Website 2: https://www.guardd.com/

LinkedIn: https://www.linkedin.com/in/sherwoodneiss/

Facebook: https://www.facebook.com/crowdfundcapitaladvisors

Twitter: @woodien

 

Timestamps: 

00:00 Introduction to the World Traveler's Journey

00:19 Embarking on Global Adventures: The First Backpacking Trip

01:50 From Entrepreneur to Explorer: The Second World Tour

02:43 Discovering the Heart of Brazil: A Deep Dive into Rio de Janeiro

04:02 Inspiration to Authorship: Crafting 'The Love Battery'

06:01 A Venture into Crowdfunding: Revolutionizing Small Business Funding

18:44 The Evolution of Crowdfunding and Its Impact on Startups

21:53 Crowdfund Capital Advisors (CCA): Data, Insights, and Global Influence

29:10 Exploring the Macro Impact: COVID-19 and Economic Shifts on Crowdfunding

31:03 Exploring the Benefits of Crowdfunding Investments

32:03 The Basics of Setting Up Crowdfunding for Your Business

32:37 Navigating Legal Requirements and Crowdfunding Platforms

34:43 Crafting a Successful Crowdfunding Campaign

37:08 Understanding Investor Dynamics in Crowdfunding

41:54 The Future of Liquidity and Secondary Markets in Crowdfunding

49:33 Innovative Trends and Opportunities in Crowdfunding

55:13 Choosing Between Regulation A and CF for Crowdfunding

57:53 Engaging with Crowdfunding Platforms and Opportunities

01:00:03 The Role of Media and Institutional Capital in Crowdfunding

01:02:19 Connecting with Crowdfund Capital Advisors for Insights

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Wed, 12 Jun 2024 15:00:00 +0000 mike.schroeder449@gmail.com (Sherwood Neiss, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/navigating-success-from-crowdfunding-legislation-to-entrepreneurial-triumph-with-sherwood-neiss-N9gc9Fw7 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Sherwood Neiss:

Website: www.crowdfundcapitaladvisors.com

Website 1: https://cclear.ai/

Website 2: https://www.guardd.com/

LinkedIn: https://www.linkedin.com/in/sherwoodneiss/

Facebook: https://www.facebook.com/crowdfundcapitaladvisors

Twitter: @woodien

 

Timestamps: 

00:00 Introduction to the World Traveler's Journey

00:19 Embarking on Global Adventures: The First Backpacking Trip

01:50 From Entrepreneur to Explorer: The Second World Tour

02:43 Discovering the Heart of Brazil: A Deep Dive into Rio de Janeiro

04:02 Inspiration to Authorship: Crafting 'The Love Battery'

06:01 A Venture into Crowdfunding: Revolutionizing Small Business Funding

18:44 The Evolution of Crowdfunding and Its Impact on Startups

21:53 Crowdfund Capital Advisors (CCA): Data, Insights, and Global Influence

29:10 Exploring the Macro Impact: COVID-19 and Economic Shifts on Crowdfunding

31:03 Exploring the Benefits of Crowdfunding Investments

32:03 The Basics of Setting Up Crowdfunding for Your Business

32:37 Navigating Legal Requirements and Crowdfunding Platforms

34:43 Crafting a Successful Crowdfunding Campaign

37:08 Understanding Investor Dynamics in Crowdfunding

41:54 The Future of Liquidity and Secondary Markets in Crowdfunding

49:33 Innovative Trends and Opportunities in Crowdfunding

55:13 Choosing Between Regulation A and CF for Crowdfunding

57:53 Engaging with Crowdfunding Platforms and Opportunities

01:00:03 The Role of Media and Institutional Capital in Crowdfunding

01:02:19 Connecting with Crowdfund Capital Advisors for Insights

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Navigating Success: From Crowdfunding Legislation to Entrepreneurial Triumph with Sherwood Neiss Sherwood Neiss, Skyler Steinke, Mike Schroeder 01:04:04 Background: Sherwood Neiss is a pioneering thought leader in the Regulation Crowdfunding space and a principal at Crowdfund Capital Advisors. With a rich background in finance and an instrumental role in the passage of the JOBS Act, Woodie brings invaluable insights into the dynamics of crowdfunding and its impact on early-stage financing. Description: In this engaging interview, Sherwood “Woodie” shares his insightful journey through the realm of business, starting from his early career post-MBA to his venture into starting a company, FlavorX, and its eventual sale. He delves into the intricacies of navigating legislation, crafting the JOBS Act, and leveraging crowdfunding as a powerful tool for startups. Woodie's endeavors didn't stop there; he successfully pushed forward initiatives for crowdfunding's legal framework, leading to significant impacts on startups and small businesses. The discussion expands into his contributions to creating a database for crowdfunding analytics, exploring the rich data on industry trends, investor behaviors, and the changing landscape of funding. Woodie underscores the critical role of community, technology, and regulatory insights in driving forward the future of crowdfunding, entrepreneurial growth, and investment opportunities. Background: Sherwood Neiss is a pioneering thought leader in the Regulation Crowdfunding space and a principal at Crowdfund Capital Advisors. With a rich background in finance and an instrumental role in the passage of the JOBS Act, Woodie brings invaluable insights into the dynamics of crowdfunding and its impact on early-stage financing. Description: In this engaging interview, Sherwood “Woodie” shares his insightful journey through the realm of business, starting from his early career post-MBA to his venture into starting a company, FlavorX, and its eventual sale. He delves into the intricacies of navigating legislation, crafting the JOBS Act, and leveraging crowdfunding as a powerful tool for startups. Woodie's endeavors didn't stop there; he successfully pushed forward initiatives for crowdfunding's legal framework, leading to significant impacts on startups and small businesses. The discussion expands into his contributions to creating a database for crowdfunding analytics, exploring the rich data on industry trends, investor behaviors, and the changing landscape of funding. Woodie underscores the critical role of community, technology, and regulatory insights in driving forward the future of crowdfunding, entrepreneurial growth, and investment opportunities. true full 51 8cdf8983-7679-4419-91f1-6b62ae04c1ee Unlocking the Power of AI and Data Architecture in Finance: Insights from Gary Maier Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Gary Maier:

Email:info@fintovapartners.com

Website:www.fintovapartners.com

LinkedIn: https://www.linkedin.com/in/garymaier/

                        https://www.linkedin.com/company/fintova/

 

Timestamps: 

00:00 Introduction to the Guest: From Magic to Music

00:33 Early Days: Magic Shows and Musical Beginnings

01:42 Transitioning to Music: A Journey with the Guitar

03:24 Forming a Band and Scoring a Movie

05:04 From Music to Programming: A Creative Crossover

05:42 Moving to Florida and Reflecting on Musical Equipment

08:21 A Storied Career in Finance: From Intern to Innovator

09:57 The Genesis and Evolution of BlackRock's Aladdin

18:32 Fintova: Launching a Consultancy in Financial Services

27:21 Expanding in Florida: Wall Street South and Beyond

30:01 Exploring the Impact of Data and AI on Asset Management

30:24 The Critical Role of Data Architecture in Maximizing AI

31:55 The Evolution of Technology Adoption in Asset Management

34:34 Harnessing Alternative Data for Asset Management Innovation

41:34 The Future of AI in Financial Services: Opportunities and Challenges

41:58 Adapting to AI: Strategies for Financial Firms

49:23 The Importance of Talent and Leadership in Embracing AI

57:54 Fintova's Role in Shaping the Future of Financial Services

01:00:53 Conclusion and Future Outlook

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Sat, 8 Jun 2024 00:17:00 +0000 mike.schroeder449@gmail.com (Gary Maier, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/unlocking-the-power-of-ai-and-data-architecture-in-finance-insights-from-gary-maier-U0D94sfv Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Gary Maier:

Email:info@fintovapartners.com

Website:www.fintovapartners.com

LinkedIn: https://www.linkedin.com/in/garymaier/

                        https://www.linkedin.com/company/fintova/

 

Timestamps: 

00:00 Introduction to the Guest: From Magic to Music

00:33 Early Days: Magic Shows and Musical Beginnings

01:42 Transitioning to Music: A Journey with the Guitar

03:24 Forming a Band and Scoring a Movie

05:04 From Music to Programming: A Creative Crossover

05:42 Moving to Florida and Reflecting on Musical Equipment

08:21 A Storied Career in Finance: From Intern to Innovator

09:57 The Genesis and Evolution of BlackRock's Aladdin

18:32 Fintova: Launching a Consultancy in Financial Services

27:21 Expanding in Florida: Wall Street South and Beyond

30:01 Exploring the Impact of Data and AI on Asset Management

30:24 The Critical Role of Data Architecture in Maximizing AI

31:55 The Evolution of Technology Adoption in Asset Management

34:34 Harnessing Alternative Data for Asset Management Innovation

41:34 The Future of AI in Financial Services: Opportunities and Challenges

41:58 Adapting to AI: Strategies for Financial Firms

49:23 The Importance of Talent and Leadership in Embracing AI

57:54 Fintova's Role in Shaping the Future of Financial Services

01:00:53 Conclusion and Future Outlook

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Unlocking the Power of AI and Data Architecture in Finance: Insights from Gary Maier Gary Maier, Mike Schroeder, Skyler Steinke 00:56:41 Background: Gary Maier is a long-standing, well known technology leader in financial services. He is the Managing Principal of Fintova, a consultancy focused on the strategy, management and execution of digital initiatives on the buy-side and in other industry segments. Description: In this engaging conversation, Gary shares his journey from a magician and musician to a leading figure in the finance industry, highlighting his transformational work at BlackRock with the Aladdin platform and his innovative approach at Fintova. He discusses the pivotal role of data architecture and AI in advancing financial services, emphasizing the need for a cultural shift towards innovation and the strategic positioning of firms to embrace technological advancements. Gary also talks about the challenges and opportunities in adopting AI for alpha generation and risk management, underscoring the importance of leadership, talent, and vision in driving change within the finance sector. Lastly, he touches on the creation of the International Funds Organization in Florida, aiming to foster networking and collaboration among finance professionals. Background: Gary Maier is a long-standing, well known technology leader in financial services. He is the Managing Principal of Fintova, a consultancy focused on the strategy, management and execution of digital initiatives on the buy-side and in other industry segments. Description: In this engaging conversation, Gary shares his journey from a magician and musician to a leading figure in the finance industry, highlighting his transformational work at BlackRock with the Aladdin platform and his innovative approach at Fintova. He discusses the pivotal role of data architecture and AI in advancing financial services, emphasizing the need for a cultural shift towards innovation and the strategic positioning of firms to embrace technological advancements. Gary also talks about the challenges and opportunities in adopting AI for alpha generation and risk management, underscoring the importance of leadership, talent, and vision in driving change within the finance sector. Lastly, he touches on the creation of the International Funds Organization in Florida, aiming to foster networking and collaboration among finance professionals. true full 50 caade5ed-402a-4e8a-83b5-b25a4a233734 Exploring Interval Funds and the Future of Alternative Investments with Kimberly of XA Investments Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Kimberly Flynn:

Website: xainvestments.com

LinkedIn: linkedin.com/in/kimberlyannflynn

 

Timestamps:

00:00 A Deep Dive into Personal Musical Journeys

02:18 Exploring the World of XA Investments

06:03 The Intricacies of Interval Funds Explained

08:31 Navigating the Landscape of Retail Alternatives

15:58 The Future of Interval Funds and Market Trends

21:54 Misconceptions and Challenges in Interval Fund Investments

27:35 Navigating Distribution Challenges in Wealth Management

28:24 The Importance of Feasibility Studies and Product Structure

30:09 Exploring Interval Funds and Market Trends

32:17 The Role of Technology in Enhancing Distribution and Investor Experience

41:48 Board Requirements and Governance in Fund Management

43:52 Deciding Factors for Choosing Closed-End Fund Structures

48:40 The Value of Interval Funds for Investors

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 7 Jun 2024 23:47:39 +0000 mike.schroeder449@gmail.com (Kimberly Flynn, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/exploring-interval-funds-and-the-future-of-alternative-investments-with-kimberly-of-xa-investments-9vnSDa6W Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Kimberly Flynn:

Website: xainvestments.com

LinkedIn: linkedin.com/in/kimberlyannflynn

 

Timestamps:

00:00 A Deep Dive into Personal Musical Journeys

02:18 Exploring the World of XA Investments

06:03 The Intricacies of Interval Funds Explained

08:31 Navigating the Landscape of Retail Alternatives

15:58 The Future of Interval Funds and Market Trends

21:54 Misconceptions and Challenges in Interval Fund Investments

27:35 Navigating Distribution Challenges in Wealth Management

28:24 The Importance of Feasibility Studies and Product Structure

30:09 Exploring Interval Funds and Market Trends

32:17 The Role of Technology in Enhancing Distribution and Investor Experience

41:48 Board Requirements and Governance in Fund Management

43:52 Deciding Factors for Choosing Closed-End Fund Structures

48:40 The Value of Interval Funds for Investors

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Exploring Interval Funds and the Future of Alternative Investments with Kimberly of XA Investments Kimberly Flynn, Skyler Steinke, Mike Schroeder 00:51:30 Background: Kimberly Flynn, CFA is the President of XA Investments where she is responsible for all product and business development activities.  XA Investments has a proprietary closed-end platform and a consulting practice to assist clients with developing US and UK registered closed-end funds and interval funds. Description: In a comprehensive discussion, Kimberly from XA Investments explains the intricacies of interval funds, their growth in the investment market, and how they serve as a bridge for individual investors to access private markets. She walks through the motivations for fund managers to launch interval funds, the operational and regulatory considerations, and the benefits these funds offer in terms of diversification and potential returns. Kimberly also addresses the challenges of distribution, the technology investments needed to enhance investor experience, and the future landscape of interval funds. Additionally, the conversation covers the importance of board structure and the economics of starting an interval fund. This dialogue offers valuable insights for both fund managers considering interval fund creation and investors looking to understand the opportunities these funds present. Background: Kimberly Flynn, CFA is the President of XA Investments where she is responsible for all product and business development activities.  XA Investments has a proprietary closed-end platform and a consulting practice to assist clients with developing US and UK registered closed-end funds and interval funds. Description: In a comprehensive discussion, Kimberly from XA Investments explains the intricacies of interval funds, their growth in the investment market, and how they serve as a bridge for individual investors to access private markets. She walks through the motivations for fund managers to launch interval funds, the operational and regulatory considerations, and the benefits these funds offer in terms of diversification and potential returns. Kimberly also addresses the challenges of distribution, the technology investments needed to enhance investor experience, and the future landscape of interval funds. Additionally, the conversation covers the importance of board structure and the economics of starting an interval fund. This dialogue offers valuable insights for both fund managers considering interval fund creation and investors looking to understand the opportunities these funds present. true full 49 ae41b6d3-dd19-437f-805a-9569daf9e4af Navigating Crypto and Tech Frontiers With Allan Matheson: An Entrepreneur's Journey Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Allan Matheson:

Website: www.goldenpear.capital

Email: allan@goldenpear.capital

LinkedIn: https://www.linkedin.com/company/golden-pear-capital

 

Articles:

family office investment article link here: https://www.goldenpear.capital/news/family-offices-are-misallocating-technology-investments

 

Other recent article: https://www.goldenpear.capital/news/charting-new-worlds%3A-navigating-digital-asset-exposure-in-a-sophisticated-portfolio

 

Timestamps: 

00:00 Meet Allan: A Canadian's Linguistic Journey from French to Mandarin and Cantonese

02:14 From Tech Entrepreneur to Crypto Enthusiast: Allan's Professional Evolution

04:12 Diving Deep into Crypto: The Allure of DeFi and Blockchain's Potential

08:24 Exploring the Future: Innovations and Challenges in the Crypto Ecosystem

12:58 Golden Pair: A Glimpse into Allan's Crypto Hedge Fund and Investment Strategy

14:47 Navigating Risks and Compliance in the Volatile World of Crypto

19:14 The Crypto Market Cycle: Insights and Predictions from Allan

36:43 Deciphering the Complex Landscape of Layer 1 and Layer 2 Blockchains

43:30 Connecting with Allan and Golden Pair: Insights and Opportunities

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 7 Jun 2024 23:32:03 +0000 mike.schroeder449@gmail.com (Allan Matheson, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/navigating-crypto-and-tech-frontiers-with-allan-matheson-an-entrepreneurs-journey-QhB6f4Ic Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Allan Matheson:

Website: www.goldenpear.capital

Email: allan@goldenpear.capital

LinkedIn: https://www.linkedin.com/company/golden-pear-capital

 

Articles:

family office investment article link here: https://www.goldenpear.capital/news/family-offices-are-misallocating-technology-investments

 

Other recent article: https://www.goldenpear.capital/news/charting-new-worlds%3A-navigating-digital-asset-exposure-in-a-sophisticated-portfolio

 

Timestamps: 

00:00 Meet Allan: A Canadian's Linguistic Journey from French to Mandarin and Cantonese

02:14 From Tech Entrepreneur to Crypto Enthusiast: Allan's Professional Evolution

04:12 Diving Deep into Crypto: The Allure of DeFi and Blockchain's Potential

08:24 Exploring the Future: Innovations and Challenges in the Crypto Ecosystem

12:58 Golden Pair: A Glimpse into Allan's Crypto Hedge Fund and Investment Strategy

14:47 Navigating Risks and Compliance in the Volatile World of Crypto

19:14 The Crypto Market Cycle: Insights and Predictions from Allan

36:43 Deciphering the Complex Landscape of Layer 1 and Layer 2 Blockchains

43:30 Connecting with Allan and Golden Pair: Insights and Opportunities

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Navigating Crypto and Tech Frontiers With Allan Matheson: An Entrepreneur's Journey Allan Matheson, Mike Schroeder, Skyler Steinke 00:44:11 Background: Allan is a Founder of Golden Pear, an actively managed, long biased, liquid token, crypto hedge fund that utilizes decentralized finance to generate and compound yields. He is a successful tech entrepreneur and recognized global business leader. Description: In this engaging interview, Allan, a Canadian tech entrepreneur with a rich background in compliance technology and a passion for frontiers, shares his journey into learning Mandarin and Cantonese, pivoting to Asia for career opportunities, and eventually immersing himself in the world of cryptocurrency and decentralized finance (DeFi). Allan discusses his initial intrigue with blockchain technology, the transformative potential of DeFi summer, and his critical views on the current state and future prospects of cryptocurrency markets, including Bitcoin and Ethereum ETFs, the role of layer ones and layer twos, and the importance of infrastructure in the evolving landscape. He also provides insights into his work at Golden Pair, a liquid crypto hedge fund focusing on infrastructure investments, and offers advice on risk management and investment strategies for family offices looking to venture into the exciting yet volatile world of cryptocurrencies. Background: Allan is a Founder of Golden Pear, an actively managed, long biased, liquid token, crypto hedge fund that utilizes decentralized finance to generate and compound yields. He is a successful tech entrepreneur and recognized global business leader. Description: In this engaging interview, Allan, a Canadian tech entrepreneur with a rich background in compliance technology and a passion for frontiers, shares his journey into learning Mandarin and Cantonese, pivoting to Asia for career opportunities, and eventually immersing himself in the world of cryptocurrency and decentralized finance (DeFi). Allan discusses his initial intrigue with blockchain technology, the transformative potential of DeFi summer, and his critical views on the current state and future prospects of cryptocurrency markets, including Bitcoin and Ethereum ETFs, the role of layer ones and layer twos, and the importance of infrastructure in the evolving landscape. He also provides insights into his work at Golden Pair, a liquid crypto hedge fund focusing on infrastructure investments, and offers advice on risk management and investment strategies for family offices looking to venture into the exciting yet volatile world of cryptocurrencies. true full 48 830c890c-4e5c-4c72-9136-a7aaa1cd3dab A Crypto Fund Manager's Journey: Bitcoin & Digital Assets Insights with Mark Weisenborn Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Mark Paul Weisenborn:

Website: https://weisenborn.co/

LinkedIn: https://www.linkedin.com/company/weisenborn

 

Timestamps:

00:00 Embarking on a Crypto Journey: The Early Days

00:35 The Skepticism and Curiosity: Initial Encounters with Bitcoin

02:05 A Quant's Perspective: Analyzing Bitcoin's Potential

05:50 Investment Philosophy: Seeking Compounded Returns

07:57 Diversification and Strategy: Exploring Various Tokens

11:15 Market Dynamics and ETFs: Analyzing Bitcoin's Influence

17:19 Community Insights and Future Opportunities

18:01 Investment Approach and Team Dynamics

24:59 Exploring Innovative Investment Strategies

25:24 The Benefits of Third-Party Collaboration

26:37 A Day in the Life of a Crypto Fund Manager

29:40 The Importance of Health and Balance in Investing

30:42 Surfing the Crypto Waves: Risk Management and Market Cycles

35:06 Diversifying with Payment Technologies

36:50 The Art of Finding Investment Opportunities

40:04 Healthy Mind, Healthy Portfolio: The Key to Success

41:13 Connecting with the Expert: How to Learn More

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 7 May 2024 18:26:49 +0000 mike.schroeder449@gmail.com (Mark Weisenborn, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/a-crypto-fund-managers-journey-bitcoin-digital-assets-insights-with-mark-weisenborn-NPTDkEiY Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Mark Paul Weisenborn:

Website: https://weisenborn.co/

LinkedIn: https://www.linkedin.com/company/weisenborn

 

Timestamps:

00:00 Embarking on a Crypto Journey: The Early Days

00:35 The Skepticism and Curiosity: Initial Encounters with Bitcoin

02:05 A Quant's Perspective: Analyzing Bitcoin's Potential

05:50 Investment Philosophy: Seeking Compounded Returns

07:57 Diversification and Strategy: Exploring Various Tokens

11:15 Market Dynamics and ETFs: Analyzing Bitcoin's Influence

17:19 Community Insights and Future Opportunities

18:01 Investment Approach and Team Dynamics

24:59 Exploring Innovative Investment Strategies

25:24 The Benefits of Third-Party Collaboration

26:37 A Day in the Life of a Crypto Fund Manager

29:40 The Importance of Health and Balance in Investing

30:42 Surfing the Crypto Waves: Risk Management and Market Cycles

35:06 Diversifying with Payment Technologies

36:50 The Art of Finding Investment Opportunities

40:04 Healthy Mind, Healthy Portfolio: The Key to Success

41:13 Connecting with the Expert: How to Learn More

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> A Crypto Fund Manager's Journey: Bitcoin & Digital Assets Insights with Mark Weisenborn Mark Weisenborn, Mike Schroeder, Skyler Steinke 00:41:41 Background: Mark is an emerging fund manager and has opened two separate funds, one of which specializes in crypto and other payment technologies. Mark has worked as a trader or quant at several investment banks, his investment style is long term. Description: In this intimate and insightful conversation, Mark, a seasoned risk manager turned crypto fund manager, shares his journey into the world of cryptocurrency, beginning with his skepticism towards Bitcoin in 2009. He discusses his transition from a fixed income trader to a quant and how studying computer science and economics helped him see Bitcoin's potential through network valuation. Mark shares the challenges of launching a fund, the importance of network effects as per Metcalfe's Law, and his missed investment opportunities. He also delves into investment strategies, focusing on compounded returns without leverage, and the importance of transaction volume and inflation in choosing digital assets. Mark touches on the effects of ETFs on Bitcoin and explores his interest in payment technologies outside the crypto space. He emphasizes the importance of a healthy mind and body for making sound investment decisions and discusses his approach to finding and evaluating investment opportunities through a mix of fundamental and technical analysis. Background: Mark is an emerging fund manager and has opened two separate funds, one of which specializes in crypto and other payment technologies. Mark has worked as a trader or quant at several investment banks, his investment style is long term. Description: In this intimate and insightful conversation, Mark, a seasoned risk manager turned crypto fund manager, shares his journey into the world of cryptocurrency, beginning with his skepticism towards Bitcoin in 2009. He discusses his transition from a fixed income trader to a quant and how studying computer science and economics helped him see Bitcoin's potential through network valuation. Mark shares the challenges of launching a fund, the importance of network effects as per Metcalfe's Law, and his missed investment opportunities. He also delves into investment strategies, focusing on compounded returns without leverage, and the importance of transaction volume and inflation in choosing digital assets. Mark touches on the effects of ETFs on Bitcoin and explores his interest in payment technologies outside the crypto space. He emphasizes the importance of a healthy mind and body for making sound investment decisions and discusses his approach to finding and evaluating investment opportunities through a mix of fundamental and technical analysis. true full 47 1223298b-ac34-4db9-bd0b-5ec26c562102 Real Estate Lending & Investing: Derrick Barker of Nectar Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Derrick Barker:

Website: https://www.nectar.com/

Facebook: https://www.facebook.com/usenectar

Twitter: https://twitter.com/usenectar

Instagram: https://www.instagram.com/usenectar

LinkedIn: https://www.linkedin.com/company/usenectar/

 

Timestamps:

00:00 Introduction to the Derrick's Real Estate Journey

00:30 From College Entrepreneur to Real Estate Mogul

01:14 Transitioning from Goldman to Full-Time Real Estate

02:20 Expanding and Adapting Real Estate Strategies

03:35 Scaling Up: Lessons from Early Deals to Large Complexes

10:20 Navigating Market Changes and Strategic Shifts

15:35 Launching Nectar: A New Venture in Real Estate Financing

19:33 Innovating Real Estate Financing with Technology

23:18 Addressing Unique Financing Needs in Real Estate

25:54 Exploring Diverse Real Estate Investments Across the States

26:36 The Journey from Traditional to Technology-Driven Real Estate Solutions

29:02 Internal Use of Proprietary Software and Future Licensing Possibilities

29:31 Addressing the Middle Market's Unique Needs in Real Estate

32:32 Annual Deal Flow and the Power of a Strong Network

35:09 2024 Real Estate Market Trends and Predictions

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 2 May 2024 17:05:36 +0000 mike.schroeder449@gmail.com (Derrick Barker, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/real-estate-lending-investing-derrick-barker-of-nectar-a4O_jcNE Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Derrick Barker:

Website: https://www.nectar.com/

Facebook: https://www.facebook.com/usenectar

Twitter: https://twitter.com/usenectar

Instagram: https://www.instagram.com/usenectar

LinkedIn: https://www.linkedin.com/company/usenectar/

 

Timestamps:

00:00 Introduction to the Derrick's Real Estate Journey

00:30 From College Entrepreneur to Real Estate Mogul

01:14 Transitioning from Goldman to Full-Time Real Estate

02:20 Expanding and Adapting Real Estate Strategies

03:35 Scaling Up: Lessons from Early Deals to Large Complexes

10:20 Navigating Market Changes and Strategic Shifts

15:35 Launching Nectar: A New Venture in Real Estate Financing

19:33 Innovating Real Estate Financing with Technology

23:18 Addressing Unique Financing Needs in Real Estate

25:54 Exploring Diverse Real Estate Investments Across the States

26:36 The Journey from Traditional to Technology-Driven Real Estate Solutions

29:02 Internal Use of Proprietary Software and Future Licensing Possibilities

29:31 Addressing the Middle Market's Unique Needs in Real Estate

32:32 Annual Deal Flow and the Power of a Strong Network

35:09 2024 Real Estate Market Trends and Predictions

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Real Estate Lending & Investing: Derrick Barker of Nectar Derrick Barker, Mike Schroeder, Skyler Steinke 00:54:12 Background: Derrick Barker is the founder and CEO of Nectar, a lender that provides liquidity to commercial real estate owners with low leverage, cash flowing assets. Before Nectar, he built a $450m real estate business that he started while a bond trader at Goldman Sachs. Description: In this in-depth discussion, Derrick Barker shares his journey in the real estate market, beginning as a college entrepreneur and evolving into a seasoned investor with a multifamily portfolio. Starting with his early endeavors during the 2008 financial crisis, he recounts the transition from flipping houses to acquiring distressed properties, leveraging the downturn to purchase, renovate, and sell apartment complexes significantly below market value. Derrick’s strategy shifted as markets evolved, leading him to co-founding Nectar, focusing on providing flexible capital to real estate investors. The conversation covers the nuances of growing a real estate business, the impact of market conditions on investing strategies, and the importance of leveraging technology and understanding market cycles for long-term success. Background: Derrick Barker is the founder and CEO of Nectar, a lender that provides liquidity to commercial real estate owners with low leverage, cash flowing assets. Before Nectar, he built a $450m real estate business that he started while a bond trader at Goldman Sachs. Description: In this in-depth discussion, Derrick Barker shares his journey in the real estate market, beginning as a college entrepreneur and evolving into a seasoned investor with a multifamily portfolio. Starting with his early endeavors during the 2008 financial crisis, he recounts the transition from flipping houses to acquiring distressed properties, leveraging the downturn to purchase, renovate, and sell apartment complexes significantly below market value. Derrick’s strategy shifted as markets evolved, leading him to co-founding Nectar, focusing on providing flexible capital to real estate investors. The conversation covers the nuances of growing a real estate business, the impact of market conditions on investing strategies, and the importance of leveraging technology and understanding market cycles for long-term success. real estate empire, multifamily investments, financial freedom, housing market analysis, real estate lending, building wealth, entrepreneurship, derrick barker, property flipping, nectar, real estate development, nectar lending, real estate renovation, institutional real estate lending, investment strategies, real estate investing true full 46 d3d6b44d-c135-4862-97b0-0cf508094a02 A Deep Dive into Value Investing with Vinayak: Lessons from Warren Buffett & Beyond Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Vinayak:

Website: https://yellowmountaincap.com/

Email: vinayak@YellowMountainCap.com

 

Chapters:

Welcome and Introduction to the Guest

Inspiration from Warren Buffett

A Personal Investment Success Story

Vinayak's Journey into Investing

The Philosophy of Value Investing

The Role of AI in Investing

Personal Background and the Journey to the U.S.

Exploring Market Opportunities: The Under Armour Case

Investment Insights and Economic Landscape

The Concept of Moats in Investing

Learning from Investment Mistakes

The Philosophy Behind Yellow Mountain Capital

Advice for Aspiring Fund Managers

Valuable Lessons from Market History

Connecting with Vinayak and Yellow Mountain Capital

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 19 Apr 2024 14:30:00 +0000 mike.schroeder449@gmail.com (Vinayak Labade, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/a-deep-dive-into-value-investing-with-vinayak-lessons-from-warren-buffett-beyond-9Ts6kQ74 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Vinayak:

Website: https://yellowmountaincap.com/

Email: vinayak@YellowMountainCap.com

 

Chapters:

Welcome and Introduction to the Guest

Inspiration from Warren Buffett

A Personal Investment Success Story

Vinayak's Journey into Investing

The Philosophy of Value Investing

The Role of AI in Investing

Personal Background and the Journey to the U.S.

Exploring Market Opportunities: The Under Armour Case

Investment Insights and Economic Landscape

The Concept of Moats in Investing

Learning from Investment Mistakes

The Philosophy Behind Yellow Mountain Capital

Advice for Aspiring Fund Managers

Valuable Lessons from Market History

Connecting with Vinayak and Yellow Mountain Capital

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> A Deep Dive into Value Investing with Vinayak: Lessons from Warren Buffett & Beyond Vinayak Labade, Mike Schroeder, Skyler Steinke 00:33:41 Background: Vinayak comes from a humble background, his father was a fork lift operator and his mother never attended any school. Early on in his life, his parents instilled the habits of hard work and ethics. Throughout his life, many people have paid my fees, bought him books and helped him along the journey. His success is a testament to the benevolence of society he grew up in and he hopes to one day pack back the dues to the society. Vinakay is a contrarian at heart and can be rational to a fault. Description: This episode features an in-depth conversation with Vinayak Labade, who shares his journey in the world of investing, inspired by Warren Buffett. It covers Vinayak's initial inspiration from Buffett, his investment successes including a significant win with Cloud Peak Energy prompted by insights from a Berkshire Hathaway meeting, and the principles of value investing. Vinayak discusses the importance of understanding businesses, hard work, ethical practices, and the constant pursuit of learning. The discussion encompasses the adaptability of value investing in the current market, the strategic analysis of companies, and leveraging AI in investment decision-making. Vinayak highlights his unique approach to selecting investments, emphasizing a contrarian viewpoint, and the significance of emotional intelligence in investing. Additionally, the conversation delves into Vinayak's personal background, his journey to the U.S., and the founding of his firm, Yellow Mountain Capital, underscoring his commitment to giving back to society. Advice for aspiring fund managers and insights from the history of markets inspired by Ben Graham are also shared, culminating in Vannia's perspectives on contrarian investing and market opportunities. Background: Vinayak comes from a humble background, his father was a fork lift operator and his mother never attended any school. Early on in his life, his parents instilled the habits of hard work and ethics. Throughout his life, many people have paid my fees, bought him books and helped him along the journey. His success is a testament to the benevolence of society he grew up in and he hopes to one day pack back the dues to the society. Vinakay is a contrarian at heart and can be rational to a fault. Description: This episode features an in-depth conversation with Vinayak Labade, who shares his journey in the world of investing, inspired by Warren Buffett. It covers Vinayak's initial inspiration from Buffett, his investment successes including a significant win with Cloud Peak Energy prompted by insights from a Berkshire Hathaway meeting, and the principles of value investing. Vinayak discusses the importance of understanding businesses, hard work, ethical practices, and the constant pursuit of learning. The discussion encompasses the adaptability of value investing in the current market, the strategic analysis of companies, and leveraging AI in investment decision-making. Vinayak highlights his unique approach to selecting investments, emphasizing a contrarian viewpoint, and the significance of emotional intelligence in investing. Additionally, the conversation delves into Vinayak's personal background, his journey to the U.S., and the founding of his firm, Yellow Mountain Capital, underscoring his commitment to giving back to society. Advice for aspiring fund managers and insights from the history of markets inspired by Ben Graham are also shared, culminating in Vannia's perspectives on contrarian investing and market opportunities. warren buffett, vinayak labade, yellow mountain capital, institutional investing, entrepreneurship, value investing, giving back, berkshire hathaway, investment stories, investment strategies, hedge funds true full 45 1103ccb0-b136-4199-816f-9d3677dd2a9c Navigating Business and Impact: Michael Macaluso's Journey from Racing to Global Finance Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Michael and Global Access:

Website: https://www.globalaccesscsg.com/

LInkedIn: https://www.linkedin.com/company/global-access-csg/

 

Chapters:

The Thrill of Racing: A Financial Expert's Outlet

Introducing Global Access Capital: A Journey from Law to Finance

Pioneering Impact Investing: The Livelihood Impact Fund

Innovative Ventures: From Heart Disease to Basketball Equity

Exploring Commercial Real Estate: Opportunities Amidst Dislocation

Exploring Diverse Investment Strategies and Team Dynamics

The Art of Reaching Consensus in Executive Decisions

Venturing into the Capital Raising Market and Project Evaluation

Impact Investing: Beyond Financial Returns

Navigating the Opportunities and Challenges in AI

Concluding Thoughts and Future Directions

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 11 Apr 2024 13:30:00 +0000 mike.schroeder449@gmail.com (Michael Macaluso, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/navigating-business-and-impact-michael-macalusos-journey-from-racing-to-global-finance-x3bjyTfA Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Michael and Global Access:

Website: https://www.globalaccesscsg.com/

LInkedIn: https://www.linkedin.com/company/global-access-csg/

 

Chapters:

The Thrill of Racing: A Financial Expert's Outlet

Introducing Global Access Capital: A Journey from Law to Finance

Pioneering Impact Investing: The Livelihood Impact Fund

Innovative Ventures: From Heart Disease to Basketball Equity

Exploring Commercial Real Estate: Opportunities Amidst Dislocation

Exploring Diverse Investment Strategies and Team Dynamics

The Art of Reaching Consensus in Executive Decisions

Venturing into the Capital Raising Market and Project Evaluation

Impact Investing: Beyond Financial Returns

Navigating the Opportunities and Challenges in AI

Concluding Thoughts and Future Directions

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Navigating Business and Impact: Michael Macaluso's Journey from Racing to Global Finance Michael Macaluso, Skyler Steinke, Mike Schroeder 00:59:03 Michael Macaluso is the Managing Partner and a founder of Global Access Capital, an independent global direct private investor and strategic and operating partner headquartered in Minneapolis and Miami. In this comprehensive interview, Michael delves into his multifaceted career, drawing parallels between his passion for race car driving and his professional approach to taking controlled risks in the financial sector. He shares his affinity for racing Porsche 911s and how it complements his work in finance. Michael recounts his professional journey, emphasizing the importance of combining legal, financial, and economic insights to drive innovation and impact investing, notably through his work in structured finance and creating the Livelihood Impact Fund. He discusses the inception of Global Access Capital, spotlighting its commitment to double bottom-line investments and its venture into impactful projects like combating heart disease and promoting food security. Additionally, the conversation covers the firm's exploration of AI's potential and challenges, emphasizing AI's transformative role across industries. Michael concludes with insights into managing a successful team and fostering value creation through consensus and impactful investment strategies. Michael Macaluso is the Managing Partner and a founder of Global Access Capital, an independent global direct private investor and strategic and operating partner headquartered in Minneapolis and Miami. In this comprehensive interview, Michael delves into his multifaceted career, drawing parallels between his passion for race car driving and his professional approach to taking controlled risks in the financial sector. He shares his affinity for racing Porsche 911s and how it complements his work in finance. Michael recounts his professional journey, emphasizing the importance of combining legal, financial, and economic insights to drive innovation and impact investing, notably through his work in structured finance and creating the Livelihood Impact Fund. He discusses the inception of Global Access Capital, spotlighting its commitment to double bottom-line investments and its venture into impactful projects like combating heart disease and promoting food security. Additionally, the conversation covers the firm's exploration of AI's potential and challenges, emphasizing AI's transformative role across industries. Michael concludes with insights into managing a successful team and fostering value creation through consensus and impactful investment strategies. heart disease technological solutions, porsche 911 racing, racing & finance, ai in investment analysis, cargill financial innovations, food security investments, adaptive reuse in real estate, financial markets insights, risk management in finance, commercial real estate trends, michael macaluso, global access, healthcare technology innovations, impact investing, real estate value investments, investment strategies true full 44 c5d851fe-1ce6-4595-b360-aa587e5db9d7 Navigating the Pending SEC Cyber Rules | Action Plan for Asset Management Industry Judith Peterson: Moderator

https://www.linkedin.com/in/judithmpeterson/

 

Kumar Ujjwal - DwellFi

https://www.linkedin.com/in/kumarujjwal1/

https://dwell.fi/

 

Daniel Strachman - A&C Advisors LLC:

https://www.linkedin.com/in/daniel-strachman-cdda-9922351/

https://aandcadvisors.com/

 

John Araneo - Cole-Frieman & Mallon:

https://www.linkedin.com/in/john-t-araneo-58a1661/

https://colefrieman.com/

 

Timestamps:

00:00 New cybersecurity compliance regime with two key reasons.

04:04 New cybersecurity rule increases complexity and accountability.

10:12 Different managers have varying cybersecurity control requirements.

13:01 Prioritize IT infrastructure and governance in cybersecurity.

15:21 Outsourcing complicates data governance in asset management.

19:36 Securely transfer sensitive information with AI.

21:36 Small managers need modern third-party providers.

26:46 Data governance issues led to lack of control. New regulations enforce compliance and control. Centralize and govern information for clarity.

30:41 AI leverages to track, classify, and understand documents.

35:18 Leveraging AI to extract and classify data.

38:09 Answering Dan's question about launching a fund.

42:50 New requirements for cybersecurity disclosure and retention.

45:28 Call John for unique directorship guidance.

49:58 Cybersecurity assessment is essential for compliance.

53:14 LLMs technology leverages data for document categorization.

55:40 Contracts struggle to adapt to cybersecurity, AI.

57:41 Privacy, security, and data use implications discussed.

 

SEC, SEC Cyber Security Rules, Cyber Security for asset managers, cyber security for funds, John Araneo, Daniel Strachman, Judith Peterson, Kumar Ujjwal, Cole-Frieman & Mallon, A&C Advisors, Dwellfi, asset management, instutional finance, ai and cyber security, hedge fund rules, SEC rule changes 2024, private funds, private fund compliance, cybersecurity risk management, SEC cybersecurity rules, data governance, sensitive information transfer, AI in finance, fund data platform, compliance consultants, investment advisors act, investment company act, asset management industry, cybersecurity policies, reporting requirements, disclosure requirements, record retention, compliance regime, cybersecurity expertise, cybersecurity assessment, information exposure, data discovery, data classification, automation workflows, third-party vendors, unstructured data, governance controls, operational controls, administrative controls, fund infrastructure, managed service providers, SEC reporting, AI for data management.

 

Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 5 Apr 2024 17:00:00 +0000 mike.schroeder449@gmail.com (Daniel Strachman, Kumar Ujjwal, Judith Peterson, John Araneo) https://altfunds.io/episodes/navigating-the-pending-sec-cyber-rules-action-plan-for-asset-management-industry-hZhOvAD4 Judith Peterson: Moderator

https://www.linkedin.com/in/judithmpeterson/

 

Kumar Ujjwal - DwellFi

https://www.linkedin.com/in/kumarujjwal1/

https://dwell.fi/

 

Daniel Strachman - A&C Advisors LLC:

https://www.linkedin.com/in/daniel-strachman-cdda-9922351/

https://aandcadvisors.com/

 

John Araneo - Cole-Frieman & Mallon:

https://www.linkedin.com/in/john-t-araneo-58a1661/

https://colefrieman.com/

 

Timestamps:

00:00 New cybersecurity compliance regime with two key reasons.

04:04 New cybersecurity rule increases complexity and accountability.

10:12 Different managers have varying cybersecurity control requirements.

13:01 Prioritize IT infrastructure and governance in cybersecurity.

15:21 Outsourcing complicates data governance in asset management.

19:36 Securely transfer sensitive information with AI.

21:36 Small managers need modern third-party providers.

26:46 Data governance issues led to lack of control. New regulations enforce compliance and control. Centralize and govern information for clarity.

30:41 AI leverages to track, classify, and understand documents.

35:18 Leveraging AI to extract and classify data.

38:09 Answering Dan's question about launching a fund.

42:50 New requirements for cybersecurity disclosure and retention.

45:28 Call John for unique directorship guidance.

49:58 Cybersecurity assessment is essential for compliance.

53:14 LLMs technology leverages data for document categorization.

55:40 Contracts struggle to adapt to cybersecurity, AI.

57:41 Privacy, security, and data use implications discussed.

 

SEC, SEC Cyber Security Rules, Cyber Security for asset managers, cyber security for funds, John Araneo, Daniel Strachman, Judith Peterson, Kumar Ujjwal, Cole-Frieman & Mallon, A&C Advisors, Dwellfi, asset management, instutional finance, ai and cyber security, hedge fund rules, SEC rule changes 2024, private funds, private fund compliance, cybersecurity risk management, SEC cybersecurity rules, data governance, sensitive information transfer, AI in finance, fund data platform, compliance consultants, investment advisors act, investment company act, asset management industry, cybersecurity policies, reporting requirements, disclosure requirements, record retention, compliance regime, cybersecurity expertise, cybersecurity assessment, information exposure, data discovery, data classification, automation workflows, third-party vendors, unstructured data, governance controls, operational controls, administrative controls, fund infrastructure, managed service providers, SEC reporting, AI for data management.

 

Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Navigating the Pending SEC Cyber Rules | Action Plan for Asset Management Industry Daniel Strachman, Kumar Ujjwal, Judith Peterson, John Araneo 01:00:17 LinkedIn Live Recap: Navigating SEC Cyber Rule Changes in 2024 Dive into an insightful conversation with Alt Funds Network guest moderator, Judith M. Peterson and specialists John T. Araneo from Cole-Frieman & Mallon LLP, Daniel Strachman, CDDA of A&C Advisors LLC, and Kumar Ujjwal at DwellFi . They explore the SEC's new cybersecurity regulations affecting investment advisors and asset management firms in 2024. LinkedIn Live Recap: Navigating SEC Cyber Rule Changes in 2024 Dive into an insightful conversation with Alt Funds Network guest moderator, Judith M. Peterson and specialists John T. Araneo from Cole-Frieman & Mallon LLP, Daniel Strachman, CDDA of A&C Advisors LLC, and Kumar Ujjwal at DwellFi . They explore the SEC's new cybersecurity regulations affecting investment advisors and asset management firms in 2024. daniel strachman, cyber security rules for funds, sec cyber security, hedge funds cyber rules, judith peterson, kumar ujjwal, john araneo, hedge funds true full 43 1503f6f2-3907-45ae-966b-31a6cb7518e5 From Racing Dreams to Crypto Fund Management: Adil's Journey Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Samara Alpha Management:

Website: https://www.samara-am.com/

LinkedIn: https://www.linkedin.com/company/samara-am/

 

Timestamps:

00:00 Introduction

02:16 From Wall Street to Hedge Funds: A Career Evolution

04:18 Diving into the World of Digital Assets and Cryptocurrency

06:51 The Institutionalization of Crypto: A New Frontier

10:54 Navigating the Risks and Opportunities in Crypto Trading

14:45 The Art and Science of Seeding Crypto Funds

27:05 Exploring the Tax Implications and Efficiencies of Bitcoin Investments

27:34 The Evolution of Bitcoin Fund Management and Auditing

28:47 Navigating Regulations and the Future of Crypto Compliance

29:28 Improving Operational Efficiency in Crypto Fund Management

30:04 The Future of Financial Infrastructure: Cryptocurrency and Blockchain

32:21 The Transformation of Crypto Hedge Funds Since 2017

35:20 The Role of On-Chain Data in Crypto Trading Strategies

35:55 Predicting the Next Big Shift in Crypto and DeFi

37:10 Seeding New Crypto Funds: Strategies and Challenges

52:36 The Importance of Strategy and Innovation in Starting a Crypto Fund

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 4 Apr 2024 17:00:00 +0000 mike.schroeder449@gmail.com (Adil Abdulali, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/from-racing-dreams-to-crypto-fund-management-adils-journey-WMfsXvUR Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Samara Alpha Management:

Website: https://www.samara-am.com/

LinkedIn: https://www.linkedin.com/company/samara-am/

 

Timestamps:

00:00 Introduction

02:16 From Wall Street to Hedge Funds: A Career Evolution

04:18 Diving into the World of Digital Assets and Cryptocurrency

06:51 The Institutionalization of Crypto: A New Frontier

10:54 Navigating the Risks and Opportunities in Crypto Trading

14:45 The Art and Science of Seeding Crypto Funds

27:05 Exploring the Tax Implications and Efficiencies of Bitcoin Investments

27:34 The Evolution of Bitcoin Fund Management and Auditing

28:47 Navigating Regulations and the Future of Crypto Compliance

29:28 Improving Operational Efficiency in Crypto Fund Management

30:04 The Future of Financial Infrastructure: Cryptocurrency and Blockchain

32:21 The Transformation of Crypto Hedge Funds Since 2017

35:20 The Role of On-Chain Data in Crypto Trading Strategies

35:55 Predicting the Next Big Shift in Crypto and DeFi

37:10 Seeding New Crypto Funds: Strategies and Challenges

52:36 The Importance of Strategy and Innovation in Starting a Crypto Fund

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> From Racing Dreams to Crypto Fund Management: Adil's Journey Adil Abdulali, Skyler Steinke, Mike Schroeder 00:56:45 Adil Abdulali, Chief Investment Officer of Samara Alpha Management, a digital asset manager. Adil has been investing in capital markets since 1990 and is currently focusing on early stage investing in crypto hedge funds. In this comprehensive conversation, Adil shares his unique journey from developing a passion for racing in Bombay, transitioning into a successful Wall Street career, to eventually delving into the world of cryptocurrency investment and hedge fund management. He explores the parallels between racing and trading, his transition from traditional finance to launching a hedge fund, and the evolution into cryptocurrency investments. Adil discusses the importance of diversification, the challenges and strategies of starting a hedge fund, the current state of cryptocurrency institutionalization, and offers his perspective on the future of digital assets. He emphasizes the importance of passion and expertise over simply wanting to start a fund for profits, reflecting on the changing landscape of global finance and the potential role of cryptocurrencies in the future. Adil Abdulali, Chief Investment Officer of Samara Alpha Management, a digital asset manager. Adil has been investing in capital markets since 1990 and is currently focusing on early stage investing in crypto hedge funds. In this comprehensive conversation, Adil shares his unique journey from developing a passion for racing in Bombay, transitioning into a successful Wall Street career, to eventually delving into the world of cryptocurrency investment and hedge fund management. He explores the parallels between racing and trading, his transition from traditional finance to launching a hedge fund, and the evolution into cryptocurrency investments. Adil discusses the importance of diversification, the challenges and strategies of starting a hedge fund, the current state of cryptocurrency institutionalization, and offers his perspective on the future of digital assets. He emphasizes the importance of passion and expertise over simply wanting to start a fund for profits, reflecting on the changing landscape of global finance and the potential role of cryptocurrencies in the future. seeding crypto funds, samara, crypto trading strategies, risk and opportunities in crypto, fund seeding, digital assets investment, hedge fund insights, financial markets insights, risk management in finance, cryptocurrency trends, future of finance, trading and racing parallels, adil abdulali, samara alpha management, bitcoin in-kind investing, investment strategies true full 42 f1b1b6ba-104e-4331-b09e-6079ef38533b Innovating Finance: The Convergence of AI, Tokenization, and Data with Kumar Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Kumar / DwellFI:

https://www.dwell.fi

https://www.linkedin.com/in/kumarujjwal1/

https://www.linkedin.com/company/dwellfi/

https://twitter.com/Dwell_fi

 

Timestamps:

00:00 Introduction and Guest Background

03:07 Exploring AI and Machine Learning

05:46 Introduction to DwellFI and its Services

06:13 Deep Dive into Tokenization

07:50 Exploring AI Applications in DwellFI

13:11 Understanding the Market and its Challenges

19:13 AI in Enterprise: Opportunities and Challenges

29:18 Understanding Large Language Models

29:56 Client Types and Data Feeding

30:22 Multimodal Approach and Transfer Learning

30:36 Training Models on Specific Data Sets

30:45 Understanding Financial Data and Private Data

32:32 Data Types and Client Needs

33:14 Understanding Asset Data

33:40 Interacting with Data and Answering Questions

34:55 Challenges in Data Access and Reporting

35:16 Understanding Portfolio Accounting Activity

35:43 Current State of Private Fund Space

35:58 Main Use Cases and Impact of AI Tools

37:57 Challenges in Implementing AI Tools

39:28 Use Cases for Increased Productivity

46:39 Implementing AI in Business

48:53 Understanding AI First Companies

53:24 AI and Tokenization

55:58 Future of AI First Fund Administrators and Managers

58:18 Connecting with Delphi

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 7 Mar 2024 16:02:52 +0000 mike.schroeder449@gmail.com (Kumar Ujjwal, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/innovating-finance-the-convergence-of-ai-tokenization-and-data-with-kumar-sklHBXU9 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Kumar / DwellFI:

https://www.dwell.fi

https://www.linkedin.com/in/kumarujjwal1/

https://www.linkedin.com/company/dwellfi/

https://twitter.com/Dwell_fi

 

Timestamps:

00:00 Introduction and Guest Background

03:07 Exploring AI and Machine Learning

05:46 Introduction to DwellFI and its Services

06:13 Deep Dive into Tokenization

07:50 Exploring AI Applications in DwellFI

13:11 Understanding the Market and its Challenges

19:13 AI in Enterprise: Opportunities and Challenges

29:18 Understanding Large Language Models

29:56 Client Types and Data Feeding

30:22 Multimodal Approach and Transfer Learning

30:36 Training Models on Specific Data Sets

30:45 Understanding Financial Data and Private Data

32:32 Data Types and Client Needs

33:14 Understanding Asset Data

33:40 Interacting with Data and Answering Questions

34:55 Challenges in Data Access and Reporting

35:16 Understanding Portfolio Accounting Activity

35:43 Current State of Private Fund Space

35:58 Main Use Cases and Impact of AI Tools

37:57 Challenges in Implementing AI Tools

39:28 Use Cases for Increased Productivity

46:39 Implementing AI in Business

48:53 Understanding AI First Companies

53:24 AI and Tokenization

55:58 Future of AI First Fund Administrators and Managers

58:18 Connecting with Delphi

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Innovating Finance: The Convergence of AI, Tokenization, and Data with Kumar Kumar Ujjwal, Mike Schroeder, Skyler Steinke 00:59:14 Kumar Ujjwal is the co founder of DwellFi with expertise in SAAS, AI, Machine Learning, Blockchain and Fintech. He hold 2 AI patents and has had two successful exits with his last being a $500m exit at Punchh. In this conversation, Kumar dives into his journey from a computer science background to becoming a pioneer in the intersection of AI, machine learning, and financial technology. With no initial expertise in finance, Kumar's career evolved from software development to leading product management in large corporations, eventually venturing into the cryptocurrency space in 2011. He shares his involvement in significant projects that leveraged customer data platforms and explored the tokenization of real-world assets. Kumar discusses the critical role of AI in finance, detailing the process of building AI applications that enhance enterprise productivity and manage unstructured financial data effectively. Furthermore, the discussion covers the innovative approach to tokenization his company pursues, focusing on liquidity and the efficiency of transactions in the private fund space. The conversation also touches on the future of AI in fund management and administration, emphasizing the importance of AI in achieving scalability and competitive advantage in the financial industry. Kumar Ujjwal is the co founder of DwellFi with expertise in SAAS, AI, Machine Learning, Blockchain and Fintech. He hold 2 AI patents and has had two successful exits with his last being a $500m exit at Punchh. In this conversation, Kumar dives into his journey from a computer science background to becoming a pioneer in the intersection of AI, machine learning, and financial technology. With no initial expertise in finance, Kumar's career evolved from software development to leading product management in large corporations, eventually venturing into the cryptocurrency space in 2011. He shares his involvement in significant projects that leveraged customer data platforms and explored the tokenization of real-world assets. Kumar discusses the critical role of AI in finance, detailing the process of building AI applications that enhance enterprise productivity and manage unstructured financial data effectively. Furthermore, the discussion covers the innovative approach to tokenization his company pursues, focusing on liquidity and the efficiency of transactions in the private fund space. The conversation also touches on the future of AI in fund management and administration, emphasizing the importance of AI in achieving scalability and competitive advantage in the financial industry. data infrastructure, challenges of ai implementation, machine learning, challenges in ai for enterprises, tokenization, ai and tokenization, enterprise scale ai, dwellfi, digital securities, ai in fund administration, use cases of ai and increased productivity in finance, ai in finance, kumar ujjwal, ai in fund management, cryptocurrency, corporate governance true full 41 e189b222-482f-4b04-9828-280dd052c072 SEC Cyber Rules Guide for the Asset Management Industry Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Judith Peterson: Moderator

https://www.linkedin.com/in/judithmpeterson/

 

Kumar Ujjwal - DwellFi

https://www.linkedin.com/in/kumarujjwal1/

https://dwell.fi/

 

Daniel Strachman - A&C Advisors LLC:

https://www.linkedin.com/in/daniel-strachman-cdda-9922351/

https://aandcadvisors.com/

 

John Araneo - Cole-Frieman & Mallon:

https://www.linkedin.com/in/john-t-araneo-58a1661/

https://colefrieman.com/

 

Timestamps:

00:00 Introduction and Panelist Overview

00:27 Understanding the SEC Rules on Cybersecurity

01:23 Dissecting the New Cybersecurity Compliance Regime

02:31 The Current Regime and Upcoming Changes

03:58 Breaking Down the New Rule

09:27 The Role of AI in Data Management

13:44 The Importance of Cybersecurity in Asset Management

24:34 The Role of Service Providers in Cybersecurity

34:56 The Impact of AI on Cybersecurity

41:30 Closing Remarks and Future Implications

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 29 Feb 2024 17:00:00 +0000 mike.schroeder449@gmail.com (John Araneo, Kumar Ujjwal, Dan Strachman, Judith Peterson) https://altfunds.io/episodes/sec-cyber-rules-guide-for-the-asset-management-industry-nrhICbux Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Judith Peterson: Moderator

https://www.linkedin.com/in/judithmpeterson/

 

Kumar Ujjwal - DwellFi

https://www.linkedin.com/in/kumarujjwal1/

https://dwell.fi/

 

Daniel Strachman - A&C Advisors LLC:

https://www.linkedin.com/in/daniel-strachman-cdda-9922351/

https://aandcadvisors.com/

 

John Araneo - Cole-Frieman & Mallon:

https://www.linkedin.com/in/john-t-araneo-58a1661/

https://colefrieman.com/

 

Timestamps:

00:00 Introduction and Panelist Overview

00:27 Understanding the SEC Rules on Cybersecurity

01:23 Dissecting the New Cybersecurity Compliance Regime

02:31 The Current Regime and Upcoming Changes

03:58 Breaking Down the New Rule

09:27 The Role of AI in Data Management

13:44 The Importance of Cybersecurity in Asset Management

24:34 The Role of Service Providers in Cybersecurity

34:56 The Impact of AI on Cybersecurity

41:30 Closing Remarks and Future Implications

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> SEC Cyber Rules Guide for the Asset Management Industry John Araneo, Kumar Ujjwal, Dan Strachman, Judith Peterson 00:43:19 On the Alt Funds Network podcast, guest moderator Judith Peterson discusses the upcoming SEC rules on cybersecurity with industry experts, John Araneo, Daniel Strachman, and Kumar Ujjwal. They provide insight into the proposed rule's implications, focusing on its enforcement, implications for registered investment advisors and asset management companies, and the necessary measures for compliance. Furthermore, they discuss the important role of AI in facilitating compliance, emphasizing the need for data governance, regular assessments, and effective planning. The conversation stresses the significance of these rules in transforming companies into data-first enterprises, thus preparing them for the AI-driven future. On the Alt Funds Network podcast, guest moderator Judith Peterson discusses the upcoming SEC rules on cybersecurity with industry experts, John Araneo, Daniel Strachman, and Kumar Ujjwal. They provide insight into the proposed rule's implications, focusing on its enforcement, implications for registered investment advisors and asset management companies, and the necessary measures for compliance. Furthermore, they discuss the important role of AI in facilitating compliance, emphasizing the need for data governance, regular assessments, and effective planning. The conversation stresses the significance of these rules in transforming companies into data-first enterprises, thus preparing them for the AI-driven future. asset management, instutional finance, cole-frieman & mallon, daniel strachman, cyber security for funds, sec, dwellfi, ai and cyber security, judith peterson, kumar ujjwal, john araneo, cyber security for asset managers, a&c advisors, hedge fund rules, sec cyber security rules, sec rule changes 2024 true full 40 6e6e395b-0a9a-4a10-8211-6947371167cc Commercial Lending and Investment with Merryweather Group Capital's Jamie Shulman Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Jamie:

LinkedIn: https://www.linkedin.com/company/meriwether-group-capital/

Website: https://www.meriwethergroupcapital.com/

 

Timestamps:

00:00 Introduction and Guest Background

01:09 Identifying a Market Gap in Lending

02:10 Understanding the Borrower Profile

03:51 Why Banks Avoid Certain Loans

04:27 The Underwriting Process

06:04 Market Opportunities and Trends

09:02 Connecting with Potential Borrowers

11:00 Loan Terms and Rates

18:05 Addressing Misconceptions and Risks

22:12 The Importance of Financial Reporting

24:43 Discussing Bad Deals and Portfolio Quality

26:16 Transitioning to the Investor Side of Business

26:20 Exploring the Fund Structure and Capital Raising

27:05 Understanding the Fund's Investment Strategy

28:06 Challenges and Strategies in Capital Raising

29:49 Addressing Investor Concerns and Comparisons

33:03 Discussing the Evergreen Structure and Investor Redemptions

43:52 Exploring Opportunities and Challenges in the Macro Space

44:59 Final Thoughts and Closing Remarks

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 27 Feb 2024 17:00:00 +0000 mike.schroeder449@gmail.com (Jamie Shulman, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/commercial-lending-and-investment-with-merryweather-group-capitals-jamie-shulman-Ea56rnnp Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

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Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Jamie:

LinkedIn: https://www.linkedin.com/company/meriwether-group-capital/

Website: https://www.meriwethergroupcapital.com/

 

Timestamps:

00:00 Introduction and Guest Background

01:09 Identifying a Market Gap in Lending

02:10 Understanding the Borrower Profile

03:51 Why Banks Avoid Certain Loans

04:27 The Underwriting Process

06:04 Market Opportunities and Trends

09:02 Connecting with Potential Borrowers

11:00 Loan Terms and Rates

18:05 Addressing Misconceptions and Risks

22:12 The Importance of Financial Reporting

24:43 Discussing Bad Deals and Portfolio Quality

26:16 Transitioning to the Investor Side of Business

26:20 Exploring the Fund Structure and Capital Raising

27:05 Understanding the Fund's Investment Strategy

28:06 Challenges and Strategies in Capital Raising

29:49 Addressing Investor Concerns and Comparisons

33:03 Discussing the Evergreen Structure and Investor Redemptions

43:52 Exploring Opportunities and Challenges in the Macro Space

44:59 Final Thoughts and Closing Remarks

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Commercial Lending and Investment with Merryweather Group Capital's Jamie Shulman Jamie Shulman, Skyler Steinke, Mike Schroeder 00:47:03 Jamie Shulman, a professional in the commercial lending industry, shares his journey in the industry, his experiences and the establishment of his firm Merryweather Group Capital. Merryweather Group Capital specializes in lending to small businesses who are credit-worthy but sit outside traditional banks' credit criteria. Shulman also explains their lending process, which involves rigorous underwriting and monitoring of loans, coupled with creative structuring for each borrower. He discusses the important role of supporting the entrepreneurial spirit, investing in profitable or cash flow positive companies, and ensuring the reliability of access to capital. Furthermore, Shulman also shares insights on the lending industry as a whole, the challenges with raising capital and the increasing importance of private credit. He highlights the importance of a balanced and fair approach to dealing with clients and the possibility of discussing flexible payment terms with potential investors. Jamie Shulman, a professional in the commercial lending industry, shares his journey in the industry, his experiences and the establishment of his firm Merryweather Group Capital. Merryweather Group Capital specializes in lending to small businesses who are credit-worthy but sit outside traditional banks' credit criteria. Shulman also explains their lending process, which involves rigorous underwriting and monitoring of loans, coupled with creative structuring for each borrower. He discusses the important role of supporting the entrepreneurial spirit, investing in profitable or cash flow positive companies, and ensuring the reliability of access to capital. Furthermore, Shulman also shares insights on the lending industry as a whole, the challenges with raising capital and the increasing importance of private credit. He highlights the importance of a balanced and fair approach to dealing with clients and the possibility of discussing flexible payment terms with potential investors. meriwether capital, commercial lending, lending, jamie shulman, institutional investing, investment management, business loans, small business financing, meriwether group capital, alternative lending, meriwether, creditworthiness evaluation, lending industry insights, startup financing, private debt, instiutional credit investing, middle market financing, private credit, credit investing, investment strategies, business growth financing true full 39 5053761c-3eeb-4f82-a24a-d82fc9559259 Institutional Prospective: Digital Assets, Blockchain Technology and the Future of Finance Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Jay:

X.com (Twitter): @jaybiancamano

LinkedIn: https://www.linkedin.com/in/jay-biancamano/

 

Timestamps:

00:00 Introduction and Wine Talk

02:54 Jay’s experience & career Journey

05:17 Venturing into the Digital Space

07:08 The Impact of Blockchain Technology

07:32 Current State of Digital Assets for institutions

10:18 The Future of Tokenization and Digital Assets

13:05 Regulatory Landscape and Challenges

26:20 The Challenges of Cryptocurrency Custody

30:04 The Future of ETFs and 24/7 Trading

33:52 The Potential of Tokenizing Data

36:15 The Impact of Blockchain on Traditional Finance

42:02 The Future of Fundraising and Valuation

44:09 The Rise of DeFi in Institutions

46:14 The Promise of Tokenization

48:26 Closing Thoughts

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 22 Feb 2024 16:00:00 +0000 mike.schroeder449@gmail.com (Jay Biancamano, MIke Schroeder, Skyler Steinke) https://altfunds.io/episodes/institutional-prospective-digital-assets-blockchain-technology-and-the-future-of-finance-AwgSeanM Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Jay:

X.com (Twitter): @jaybiancamano

LinkedIn: https://www.linkedin.com/in/jay-biancamano/

 

Timestamps:

00:00 Introduction and Wine Talk

02:54 Jay’s experience & career Journey

05:17 Venturing into the Digital Space

07:08 The Impact of Blockchain Technology

07:32 Current State of Digital Assets for institutions

10:18 The Future of Tokenization and Digital Assets

13:05 Regulatory Landscape and Challenges

26:20 The Challenges of Cryptocurrency Custody

30:04 The Future of ETFs and 24/7 Trading

33:52 The Potential of Tokenizing Data

36:15 The Impact of Blockchain on Traditional Finance

42:02 The Future of Fundraising and Valuation

44:09 The Rise of DeFi in Institutions

46:14 The Promise of Tokenization

48:26 Closing Thoughts

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Institutional Prospective: Digital Assets, Blockchain Technology and the Future of Finance Jay Biancamano, MIke Schroeder, Skyler Steinke 00:50:40 Jay Biancamano up until recently was the head of Tokenization at State Street, he has been involved in crypto and digital assets for over 10 years. Jay shares his insights on the emerging role of blockchain technology and digital assets within large, traditional institutions. He discusses the potential of tokenization in creating new asset classes, the advantages presented by blockchain technology in terms of mitigating risk and increasing efficiencies within the capital market, and the challenges posed by existing regulatory frameworks. The expert also suggests that an industry-led approach can lead to renewed opportunities in areas like tokenized investment vehicles - from mutual funds to ETFs, private equity, and real estate. He refers to custodial opportunities and trading markets for institutions as promising areas. A futuristic concept of tokenizing data is also introduced, which has the potential to revolutionize data ownership and monetization, creating a new line item on the balance sheets of companies. Jay Biancamano up until recently was the head of Tokenization at State Street, he has been involved in crypto and digital assets for over 10 years. Jay shares his insights on the emerging role of blockchain technology and digital assets within large, traditional institutions. He discusses the potential of tokenization in creating new asset classes, the advantages presented by blockchain technology in terms of mitigating risk and increasing efficiencies within the capital market, and the challenges posed by existing regulatory frameworks. The expert also suggests that an industry-led approach can lead to renewed opportunities in areas like tokenized investment vehicles - from mutual funds to ETFs, private equity, and real estate. He refers to custodial opportunities and trading markets for institutions as promising areas. A futuristic concept of tokenizing data is also introduced, which has the potential to revolutionize data ownership and monetization, creating a new line item on the balance sheets of companies. crypto, blockchain usecases, rwa, future of etfs, large tradfi instituions, jay biancamano, tokenizing data, digital assets, tokenization, future of tokenization, instituions in crypto, ai in finance, impact of blockchain on technology, defi for institutions, institutional adoption of digital assets, etf 24/7 trading, state street true full 38 2be7d7a3-0d4e-4db3-b65f-67fbfb3db733 Understanding the EU AI Act: The Impact on Investment Managers Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Ian:

Email: ian.gobin@cummingspepperdine.com

Cummingspepperdine.com

 

Timestamps:

00:00 Introduction to the Podcast

00:35 Understanding the EU AI Act

00:57 Implications of the EU AI Act

03:09 The EU AI Act and Investment Managers

04:35 Understanding the Scope of the EU AI Act

07:16 The Risk Categories of the EU AI Act

11:56 Penalties for Non-Compliance with the EU AI Act

14:29 The Impact of the EU AI Act on Investment Managers

21:59 The Future of AI Legislation

31:20 Conclusion and Final Thoughts

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 15 Feb 2024 17:00:00 +0000 mike.schroeder449@gmail.com (Ian Gobin, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/understanding-the-eu-ai-act-the-impact-on-investment-managers-GgCo6hmP Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Below to be a guest on our video podcast: 👇

 https://bit.ly/46X7cSQ

 

Connect with Ian:

Email: ian.gobin@cummingspepperdine.com

Cummingspepperdine.com

 

Timestamps:

00:00 Introduction to the Podcast

00:35 Understanding the EU AI Act

00:57 Implications of the EU AI Act

03:09 The EU AI Act and Investment Managers

04:35 Understanding the Scope of the EU AI Act

07:16 The Risk Categories of the EU AI Act

11:56 Penalties for Non-Compliance with the EU AI Act

14:29 The Impact of the EU AI Act on Investment Managers

21:59 The Future of AI Legislation

31:20 Conclusion and Final Thoughts

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Understanding the EU AI Act: The Impact on Investment Managers Ian Gobin, Mike Schroeder, Skyler Steinke 00:34:08 In this episode of the All Funds Investment podcast, Ian Gobin, owner and partner of Cummings Pepperdine LLP, discusses the EU AI Act's potential consequences for investment managers. Ian explains the Act's scope, risk categories, penalties, and enforcement mechanisms. He shares that all providers and deployers of AI systems affecting or used in the EU, regardless of their location, need to comply with the Act. Gavin advises fund managers to prepare now for compliance, which will become enforceable in the summer of 2023. The discussion warns fund managers that trading algorithms and even internal AI systems used for general business operations could fall under this legislation. In this episode of the All Funds Investment podcast, Ian Gobin, owner and partner of Cummings Pepperdine LLP, discusses the EU AI Act's potential consequences for investment managers. Ian explains the Act's scope, risk categories, penalties, and enforcement mechanisms. He shares that all providers and deployers of AI systems affecting or used in the EU, regardless of their location, need to comply with the Act. Gavin advises fund managers to prepare now for compliance, which will become enforceable in the summer of 2023. The discussion warns fund managers that trading algorithms and even internal AI systems used for general business operations could fall under this legislation. investment funds ai regulations, crypto, ai, ian gobin, ai in europe, ai funds, cummings pepperdine, crypto fund managers, investment managers, artificial intelligence, quant funds, fund managers eu ai act, future of ai regulation, sentiment data, investment funds regulations 2024, eu regulation, eu ai act, eu ai act impact on fund managers true full 37 6c0b4d5c-5bdf-4a79-985d-9422128b6342 Investing Beyond the Border - Venture Capital Opportunities in Latin America Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ali:

Website: https://www.firstcheckventures.com/

LinkedIn: http://www.linkedin.com/in/mralijamal/

 

 

Timestamps:

00:00 Introduction and Welcome

00:38 Meet the Guest: Allie Jamal's Journey

08:48 Exploring the World of Super Apps

11:57 The State of LATAM Today

16:31 Investing in LATAM: Opportunities and Challenges

20:35 Sourcing Deals and Finding Opportunities

24:08 Adding Value to Companies Beyond Capital

24:38 The Role of a VC in a Startup's Journey

26:15 Navigating the Competitive Landscape of Investment Opportunities

27:32 The Importance of Collaboration in Investment

28:42 The Risks and Rewards of Early Stage Investment

30:58 The Changing Metrics of Success in Startups

38:01 The Future of Latin America in the Global Economy

40:22 Advice for Founders: Building Something People Want

43:39 Connecting with First Check Ventures


 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 1 Feb 2024 17:00:00 +0000 mike.schroeder449@gmail.com (Ali Jamal, Skyler Steinke, MIke Schroeder) https://altfunds.io/episodes/investing-beyond-the-border-venture-capital-opportunities-in-latin-america-4d_HboU9 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk
 

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Ali:

Website: https://www.firstcheckventures.com/

LinkedIn: http://www.linkedin.com/in/mralijamal/

 

 

Timestamps:

00:00 Introduction and Welcome

00:38 Meet the Guest: Allie Jamal's Journey

08:48 Exploring the World of Super Apps

11:57 The State of LATAM Today

16:31 Investing in LATAM: Opportunities and Challenges

20:35 Sourcing Deals and Finding Opportunities

24:08 Adding Value to Companies Beyond Capital

24:38 The Role of a VC in a Startup's Journey

26:15 Navigating the Competitive Landscape of Investment Opportunities

27:32 The Importance of Collaboration in Investment

28:42 The Risks and Rewards of Early Stage Investment

30:58 The Changing Metrics of Success in Startups

38:01 The Future of Latin America in the Global Economy

40:22 Advice for Founders: Building Something People Want

43:39 Connecting with First Check Ventures


 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Investing Beyond the Border - Venture Capital Opportunities in Latin America Ali Jamal, Skyler Steinke, MIke Schroeder 00:44:13 Join us for an enlightening episode of the All Funds of Best Podcast featuring Ali Jamal. Ali is the founding partner of First Check Ventures and is dedicated to making early-stage transformational investments in companies across Latin America. He shares his journey from being a data scientist and product executive to becoming a venture capitalist focusing primarily on Latin America. Ali discusses the differences and similarities of operating businesses in distinct regions, potential business and investment opportunities in Latin America, and the shift towards numbers in the start-up industry. Tune in to hear more about Ali's incredible journey, his venture capital insights, and his commitment to realistically and directly aiding fledgling companies. Join us for an enlightening episode of the All Funds of Best Podcast featuring Ali Jamal. Ali is the founding partner of First Check Ventures and is dedicated to making early-stage transformational investments in companies across Latin America. He shares his journey from being a data scientist and product executive to becoming a venture capitalist focusing primarily on Latin America. Ali discusses the differences and similarities of operating businesses in distinct regions, potential business and investment opportunities in Latin America, and the shift towards numbers in the start-up industry. Tune in to hear more about Ali's incredible journey, his venture capital insights, and his commitment to realistically and directly aiding fledgling companies. angel investing latam, latin america business opportunities, startup investing, ali jamal, vc investing, venture capital latin america, emerging markets investment, cross-border investing, startup funding, latin america investing, economic development latam, tech startups latam, latam, venture capitalism, innovation in latam, fintech latin america, entrepreneurship in latam, first check ventures, secrets to vc investing true full 36 11305b48-cf7b-48be-8bc1-3fe74b4d1133 Navigating 2024: AI's Transformative Impact on Fund Administration Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Here to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Website (s) :

https://dwell.fi

https://paddockcapitalmarkets.com/

https://www.tridenttrust.com/

 

Linkedin (pages):

 

Judith Peterson- Moderator

https://www.linkedin.com/in/judithmpeterson/

 

Kumar Ujjwal- DwellFi

https://www.linkedin.com/company/dwellfi/

https://www.linkedin.com/in/kumarujjwal1/

 

Bill Salus- Paddock Capital Market

https://www.linkedin.com/in/bill-salus-30900a5a/

https://www.linkedin.com/company/paddock-capital-markets/

 

Skyler Steinke- Trident Fund Services

https://www.linkedin.com/in/skylersteinke/

https://www.linkedin.com/company/trident-trust/

 

Timestamps:

00:00 - Introduction: Discussing Trends and Challenges in Fund Administration

04:14 - New Technology and AI: Improving Productivity and Client Service

08:07 - From Dot-Com to AI: The Evolution of Technology

11:36 - Overcoming Data Friction and Regulatory Challenges with AI

15:13 - Investing in AI: Boosting Productivity and Debunking Misconceptions

19:20 - AI Models: Addressing Misinformation and Data Integrity

21:25 - Fundamental Changes in Business Operations with AI Integration

24:47 - Scaling Fund Administration: The Future Outlook

 

artificial intelligence,ai,fund administration,agi,ai models,alt funds,fund operations

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 1 Feb 2024 16:00:00 +0000 mike.schroeder449@gmail.com (Kumar Ujjwal, Bill Salus, Judith Peterson, Skyler Steinke) https://altfunds.io/episodes/ais-transformative-impact-on-fund-administration-KSX3ZatM Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Here to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Website (s) :

https://dwell.fi

https://paddockcapitalmarkets.com/

https://www.tridenttrust.com/

 

Linkedin (pages):

 

Judith Peterson- Moderator

https://www.linkedin.com/in/judithmpeterson/

 

Kumar Ujjwal- DwellFi

https://www.linkedin.com/company/dwellfi/

https://www.linkedin.com/in/kumarujjwal1/

 

Bill Salus- Paddock Capital Market

https://www.linkedin.com/in/bill-salus-30900a5a/

https://www.linkedin.com/company/paddock-capital-markets/

 

Skyler Steinke- Trident Fund Services

https://www.linkedin.com/in/skylersteinke/

https://www.linkedin.com/company/trident-trust/

 

Timestamps:

00:00 - Introduction: Discussing Trends and Challenges in Fund Administration

04:14 - New Technology and AI: Improving Productivity and Client Service

08:07 - From Dot-Com to AI: The Evolution of Technology

11:36 - Overcoming Data Friction and Regulatory Challenges with AI

15:13 - Investing in AI: Boosting Productivity and Debunking Misconceptions

19:20 - AI Models: Addressing Misinformation and Data Integrity

21:25 - Fundamental Changes in Business Operations with AI Integration

24:47 - Scaling Fund Administration: The Future Outlook

 

artificial intelligence,ai,fund administration,agi,ai models,alt funds,fund operations

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Navigating 2024: AI's Transformative Impact on Fund Administration Kumar Ujjwal, Bill Salus, Judith Peterson, Skyler Steinke 00:25:55 In this episode of the Alt Funds Investment Podcast, we have an insightful conversation moderated by Judith Peterson, with Kumar Ujjwal, CEO and Founder of DwellFi, Bill Salus, Managing Partner at Paddock Capital Markets, and Skyler Steinke, Head of Business Development at Trident Trust. This insightful discussion delves into the significant role of Artificial Intelligence in fund administration in 2024. Industry experts discuss the challenges and trends, focusing on data management, productivity, client service, and the operational workflow. They explore the evolution of technology, the adoption of AI, and its implications for fund administrators. In this episode of the Alt Funds Investment Podcast, we have an insightful conversation moderated by Judith Peterson, with Kumar Ujjwal, CEO and Founder of DwellFi, Bill Salus, Managing Partner at Paddock Capital Markets, and Skyler Steinke, Head of Business Development at Trident Trust. This insightful discussion delves into the significant role of Artificial Intelligence in fund administration in 2024. Industry experts discuss the challenges and trends, focusing on data management, productivity, client service, and the operational workflow. They explore the evolution of technology, the adoption of AI, and its implications for fund administrators. ai, agi, artificial intelligence, alt funds, ai models, fund operations, fund administration true full 35 0e3d2e13-e075-41f0-8601-702f1adc7e2e Tokenize This - How Tokenization Is Impacting Finance Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Here to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Website: https://securitytokenadvisors.com/

Twitter: @stomarket @tokenadvisors

Linkedin (pages):

https://www.linkedin.com/company/stomarket/

https://www.linkedin.com/company/securitytoken/

Conference: https://summit.stm.co/

 

Timestamps:

00:00 Introduction to the Podcast

00:27 Background of Herwig Konings and Security Tokens Group

03:37 The Journey of Peter Gaffney into the Tokenization World

05:40 Overview of Security Tokens Group's Business Lines

08:14 The Evolution and Current State of Tokenization

14:22 Major Use Cases of Tokenization

17:40 The Operational Process of Tokenization

24:04 The Size of Opportunity in Tokenization

27:13 How Tokenization Increases Liquidity

28:26 Understanding Yield and Liquidity in Asset Management

29:37 The Future of Tokenized Assets and Collateralization

31:22 The Role of Big Firms and Sponsors in Tokenization

32:09 The Impact of Rating Agencies and Wealth Management on Tokenization

34:34 The Global Landscape of Tokenization

49:36 The Role of AI and Machine Learning in Tokenization

53:37 Connecting with Security Token Group

55:37 Closing Remarks

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Wed, 24 Jan 2024 18:00:00 +0000 mike.schroeder449@gmail.com (Herwig Konings, Peter Gaffney, MIke Schroeder, Skyler Steinke) https://altfunds.io/episodes/tokenize-this-KIDZi6Lh Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Here to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Website: https://securitytokenadvisors.com/

Twitter: @stomarket @tokenadvisors

Linkedin (pages):

https://www.linkedin.com/company/stomarket/

https://www.linkedin.com/company/securitytoken/

Conference: https://summit.stm.co/

 

Timestamps:

00:00 Introduction to the Podcast

00:27 Background of Herwig Konings and Security Tokens Group

03:37 The Journey of Peter Gaffney into the Tokenization World

05:40 Overview of Security Tokens Group's Business Lines

08:14 The Evolution and Current State of Tokenization

14:22 Major Use Cases of Tokenization

17:40 The Operational Process of Tokenization

24:04 The Size of Opportunity in Tokenization

27:13 How Tokenization Increases Liquidity

28:26 Understanding Yield and Liquidity in Asset Management

29:37 The Future of Tokenized Assets and Collateralization

31:22 The Role of Big Firms and Sponsors in Tokenization

32:09 The Impact of Rating Agencies and Wealth Management on Tokenization

34:34 The Global Landscape of Tokenization

49:36 The Role of AI and Machine Learning in Tokenization

53:37 Connecting with Security Token Group

55:37 Closing Remarks

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tokenize This - How Tokenization Is Impacting Finance Herwig Konings, Peter Gaffney, MIke Schroeder, Skyler Steinke 00:55:54 In this episode of the All Funds Investment Podcast, we have an insightful conversation with Herwig Konings, CEO and Founder of Security Tokens Group, and Peter Gaffney, Head of Research at the same organization. We explore various facets of tokenization, including its applications, liquidity, use cases, and more. Herwig and Peter also share their experiences, the evolution of the tokenization industry, and their future predictions in the segment. They provide insights into tokenization in different countries and regions, highlighting the role of AI and data in the overall process. Towards the end, they share details about their upcoming conference 'Tokenize This' to be held in May in Miami. In this episode of the All Funds Investment Podcast, we have an insightful conversation with Herwig Konings, CEO and Founder of Security Tokens Group, and Peter Gaffney, Head of Research at the same organization. We explore various facets of tokenization, including its applications, liquidity, use cases, and more. Herwig and Peter also share their experiences, the evolution of the tokenization industry, and their future predictions in the segment. They provide insights into tokenization in different countries and regions, highlighting the role of AI and data in the overall process. Towards the end, they share details about their upcoming conference 'Tokenize This' to be held in May in Miami. security token advisors, asset management, tokenized real estate, herwig konings, tokenizing assets, security token group, tokenized bonds, investment technology, peter gaffney, liquidity in finance, tokenization trends, tokenized money market funds, security tokens group, tokenization, security token markets, financial innovation, blockchain technology, security tokens true full 34 60783624-7952-4101-993b-6584384ad572 The Collision of Fixed Income and Crypto Mining Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Here to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Sean & Kevin:

Website: https://valiantfinance.net/valiant-digital-finance/

 

Litigation Finance Recording with Sean:

https://www.youtube.com/watch?v=FQLjhMdShl0

 

Timestamps:

00:00 Introduction and Guest Introduction

00:47 How Shawn Campbell Got into Bitcoin Mining

04:06 Kevin Hertz's Journey into Bitcoin Mining

07:01 Understanding Bitcoin Mining Infrastructure

11:11 The Economics of Bitcoin Mining

22:13 The Impact of Bitcoin Halving on Mining

24:25 The Role of Transaction Fees in Bitcoin Mining

27:06 Understanding the Economics of Bitcoin Mining

27:27 The Impact of Mining on Bitcoin Transaction Fees

27:55 The Role of Transaction Fees in Bitcoin Mining

28:07 The Future of Bitcoin Mining: Transaction Fees and Block Rewards

28:32 The Intricacies of Bitcoin Mining: Power Availability and Efficiency

28:53 The Power Surplus in the United States and Its Impact on Bitcoin Mining

29:17 The Role of Power Plants in Bitcoin Mining

29:56 The Concept of Interruptible Load in Bitcoin Mining

31:28 The Offering: Structuring Investments in Bitcoin Mining

31:41 Understanding the Risks and Rewards of Investing in Bitcoin Mining

48:16 The Role of Mining Pools in Bitcoin Mining

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 19 Jan 2024 15:54:50 +0000 mike.schroeder449@gmail.com (Kevin Hertz, Sean Campbell, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/the-collision-of-fixed-income-and-crypto-mining-F4ZgjWc4 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Here to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Sean & Kevin:

Website: https://valiantfinance.net/valiant-digital-finance/

 

Litigation Finance Recording with Sean:

https://www.youtube.com/watch?v=FQLjhMdShl0

 

Timestamps:

00:00 Introduction and Guest Introduction

00:47 How Shawn Campbell Got into Bitcoin Mining

04:06 Kevin Hertz's Journey into Bitcoin Mining

07:01 Understanding Bitcoin Mining Infrastructure

11:11 The Economics of Bitcoin Mining

22:13 The Impact of Bitcoin Halving on Mining

24:25 The Role of Transaction Fees in Bitcoin Mining

27:06 Understanding the Economics of Bitcoin Mining

27:27 The Impact of Mining on Bitcoin Transaction Fees

27:55 The Role of Transaction Fees in Bitcoin Mining

28:07 The Future of Bitcoin Mining: Transaction Fees and Block Rewards

28:32 The Intricacies of Bitcoin Mining: Power Availability and Efficiency

28:53 The Power Surplus in the United States and Its Impact on Bitcoin Mining

29:17 The Role of Power Plants in Bitcoin Mining

29:56 The Concept of Interruptible Load in Bitcoin Mining

31:28 The Offering: Structuring Investments in Bitcoin Mining

31:41 Understanding the Risks and Rewards of Investing in Bitcoin Mining

48:16 The Role of Mining Pools in Bitcoin Mining

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> The Collision of Fixed Income and Crypto Mining Kevin Hertz, Sean Campbell, Mike Schroeder, Skyler Steinke 00:51:25 In the latest episode of All Funds Investment podcast, host Mike is joined by Sean Campbell, managing director at Valiant, and Kevin Hertz, CEO of Hash Query, to discuss the business of Bitcoin mining. The discussion covers their journey into Bitcoin mining, the technical aspects revolving around constructing a mining facility, cooling systems, the economics of running a mining rig, and the landscape of Bitcoin mining difficulty. The duo also introduces their investment offering, a product that gives access to the Bitcoin mining business with a predictable return structured as a secured or unsecured note. The podcast also includes a sneak peek into their new Texas facility with time-lapse videos of its construction. Always remember, nothing said is legal tax or investment advice. In the latest episode of All Funds Investment podcast, host Mike is joined by Sean Campbell, managing director at Valiant, and Kevin Hertz, CEO of Hash Query, to discuss the business of Bitcoin mining. The discussion covers their journey into Bitcoin mining, the technical aspects revolving around constructing a mining facility, cooling systems, the economics of running a mining rig, and the landscape of Bitcoin mining difficulty. The duo also introduces their investment offering, a product that gives access to the Bitcoin mining business with a predictable return structured as a secured or unsecured note. The podcast also includes a sneak peek into their new Texas facility with time-lapse videos of its construction. Always remember, nothing said is legal tax or investment advice. deep hash, bitcoin mining, cryptocurrency investment, kevin herz, crypto market dynamics, valiant finance, washington state bitcoin mining, bitcoin network difficulty, efficiency in crypto mining, private debt in crypto, sean cample, texas mining facilities, hash query, secured notes in investment, mining profitability, investor concerns in cryptocurrency, impact of transaction fees, debt offering in crypto mining, hydroelectric power in mining, interruption load mining true full 33 f5a43d87-b9dc-4a47-af6c-fd4f24fc524c MPC Wallets, Custody and On-Chain Activity Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Here to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Steve

Email: steve@fordefi.com

Telegram: @SteveFordefi

Website: Fordefi.com

 

00:00 Introduction and Guest Background

00:36 Understanding Fortify and Its Role in Defi

01:22 Exploring the Concept of MPC Wallets

03:51 Different Types of Wallets and Their Features

07:46 The Evolution of Institutional Custody in Defi

13:36 The Future of Layer 1 and Layer 2 Protocols

17:29 The Importance of Staking and Its Trends

25:49 The Role of Smart Contract Verification

30:53 Closing Remarks and Contact Information

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 12 Jan 2024 16:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/mpc-wallets-custody-and-on-chain-activity-22cxPS0T Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Here to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Steve

Email: steve@fordefi.com

Telegram: @SteveFordefi

Website: Fordefi.com

 

00:00 Introduction and Guest Background

00:36 Understanding Fortify and Its Role in Defi

01:22 Exploring the Concept of MPC Wallets

03:51 Different Types of Wallets and Their Features

07:46 The Evolution of Institutional Custody in Defi

13:36 The Future of Layer 1 and Layer 2 Protocols

17:29 The Importance of Staking and Its Trends

25:49 The Role of Smart Contract Verification

30:53 Closing Remarks and Contact Information

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> MPC Wallets, Custody and On-Chain Activity Mike Schroeder & Skyler Steinke 00:31:37 In this episode, we feature Steve Horvath, VP of Sales at Fortify, a company that offers a 2nd generation multi-party computation (MPC) security platform designed specifically for DeFi. Steve brings his extensive experience in FinTech and cryptoasset management and provides insight into wallets, on-chain activities, institutional staking and smart contract verification. He discusses Fortify's ongoing efforts to heighten security measures for on-chain transactions and offers a perspective on the evolving needs of institutional cryptoasset holders. Steve also discusses the role of DeFi compared to traditional fiat-based systems, highlighting current challenges and potential solutions. In this episode, we feature Steve Horvath, VP of Sales at Fortify, a company that offers a 2nd generation multi-party computation (MPC) security platform designed specifically for DeFi. Steve brings his extensive experience in FinTech and cryptoasset management and provides insight into wallets, on-chain activities, institutional staking and smart contract verification. He discusses Fortify's ongoing efforts to heighten security measures for on-chain transactions and offers a perspective on the evolving needs of institutional cryptoasset holders. Steve also discusses the role of DeFi compared to traditional fiat-based systems, highlighting current challenges and potential solutions. true full 32 0de7cf26-3176-4415-8e3f-b618406c3d5c Navigating Big Data, AI, and Talent Acquisition: A Comprehensive Insight Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Here to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Rassul:

*NEW* Website: www.mycvcover.com

Website: https://www.datatalentadvisors.com/

Twitter: @BigDataVision

 

Timestamps: 

00:00 Introduction and Guest Background

00:50 Guest's Journey into Data Analytics and AI

09:03 The Role of Data in AI and Business

11:43 The Importance of Master Data Management

16:18 The Evolution of Big Data and AI

21:01 The Future of AI and Data Management

25:06 The State of Financial Services in Relation to Data and AI

27:04 The Role of Technology in Banking

27:18 The Importance of Data Management

27:56 The Impact of AI in Financial Services

28:25 The Use of AI in Fund Services and Legal Firms

32:43 The Role of AI in Business Development

34:05 The Future of AI in Business

34:33 The Challenges and Opportunities of AI in Business

45:15 Different roles of AI

50:46 The Importance of Human Element in AI

52:35 The Role of AI in Job Hunting

53:56 Conclusion: The Future of AI

]]> Wed, 20 Dec 2023 16:00:00 +0000 mike.schroeder449@gmail.com (Rassul Fazelat, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/navigating-big-data-ai-and-talent-acquisition-a-comprehensive-insight-4djb9AHq Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Here to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Rassul:

*NEW* Website: www.mycvcover.com

Website: https://www.datatalentadvisors.com/

Twitter: @BigDataVision

 

Timestamps: 

00:00 Introduction and Guest Background

00:50 Guest's Journey into Data Analytics and AI

09:03 The Role of Data in AI and Business

11:43 The Importance of Master Data Management

16:18 The Evolution of Big Data and AI

21:01 The Future of AI and Data Management

25:06 The State of Financial Services in Relation to Data and AI

27:04 The Role of Technology in Banking

27:18 The Importance of Data Management

27:56 The Impact of AI in Financial Services

28:25 The Use of AI in Fund Services and Legal Firms

32:43 The Role of AI in Business Development

34:05 The Future of AI in Business

34:33 The Challenges and Opportunities of AI in Business

45:15 Different roles of AI

50:46 The Importance of Human Element in AI

52:35 The Role of AI in Job Hunting

53:56 Conclusion: The Future of AI

]]> Navigating Big Data, AI, and Talent Acquisition: A Comprehensive Insight Rassul Fazelat, Mike Schroeder, Skyler Steinke 00:54:14 In this thought-provoking episode, we chat with Rassul, the CEO of Data Talent Advisors - a boutique data analytics and AI talent acquisition firm. We delve deep into how the evolution of Big Data and AI has influenced the industry, the importance of data management, and how AI can be implemented in various industries, particularly within financial services and small to medium-sized businesses. We also explore emerging roles in this technological era, such as Prompt Engineers and Adversarial Data Scientists. Plus, Rassul provides valuable resources for learning about AI and highlights the indispensable role of human intervention in these advanced systems. In this thought-provoking episode, we chat with Rassul, the CEO of Data Talent Advisors - a boutique data analytics and AI talent acquisition firm. We delve deep into how the evolution of Big Data and AI has influenced the industry, the importance of data management, and how AI can be implemented in various industries, particularly within financial services and small to medium-sized businesses. We also explore emerging roles in this technological era, such as Prompt Engineers and Adversarial Data Scientists. Plus, Rassul provides valuable resources for learning about AI and highlights the indispensable role of human intervention in these advanced systems. data lake, technology, ai, natural language processor, machine learning, how banks are using ai, big data, chat gpt, enterprise and ai, ai in sales, deep learning, how finance companies use ai, data management, how to use ai in your binsess, banks and ai, ai in finance, hadoop true full 31 156b0bf5-2e40-4990-8647-408ac1fe74af Exploring Closed-Ended Funds and Fund Structuring with Kevin Cott- Cott Law Group Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Here to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Kevin:

https://cottlawgroup.com/

https://www.linkedin.com/in/kevin-cott-42524a33

https://x.com/CottLawGroup?s=20

 

Timestamps and Topics:

00:00 Introduction and Welcome

00:36 Differences between open end and closed end funds.

06:32 Trends in asset classes in fund launches in 2023.

07:28 Understanding terms of the fund and how to deploy the capital while planning for a future exit.

09:25 Fund structuring and operational considerations

11:46 Thoughts on 506c vs. 506B for capital raising

14:05 Inexperienced fund managers tend to want to deploy multiple strategies in same portfolio and why this is problematic.

17:08 New rules will require disclosing preferential treatment.

18:30 Conclusion and Contact Information

 

closed ended funds, open ended funds, investment management industry, legal counsel, underlying assets, freely transferable assets, illiquid assets, liquid crypto tokens, closed end fund, open end fund, fund managers, crypto funds, blockchain venture funds, hedge funds, venture capital funds, management fee, performance allocation, preferred return, high water mark, carried interest, waterfall structure, investment period, exit date, fundraising, real estate funds, operational work, closed ended fund structure, private funds rules, side pockets, private fund advisors

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 14 Dec 2023 23:46:59 +0000 mike.schroeder449@gmail.com (Mike Schroeder, Kevin Cott, Skyler Steinke) https://altfunds.io/episodes/exploring-closed-ended-funds-and-fund-structuring-with-kevin-cott-cott-law-group-8abf8ysI Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

 

👇 Click Here to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

 

Connect with Kevin:

https://cottlawgroup.com/

https://www.linkedin.com/in/kevin-cott-42524a33

https://x.com/CottLawGroup?s=20

 

Timestamps and Topics:

00:00 Introduction and Welcome

00:36 Differences between open end and closed end funds.

06:32 Trends in asset classes in fund launches in 2023.

07:28 Understanding terms of the fund and how to deploy the capital while planning for a future exit.

09:25 Fund structuring and operational considerations

11:46 Thoughts on 506c vs. 506B for capital raising

14:05 Inexperienced fund managers tend to want to deploy multiple strategies in same portfolio and why this is problematic.

17:08 New rules will require disclosing preferential treatment.

18:30 Conclusion and Contact Information

 

closed ended funds, open ended funds, investment management industry, legal counsel, underlying assets, freely transferable assets, illiquid assets, liquid crypto tokens, closed end fund, open end fund, fund managers, crypto funds, blockchain venture funds, hedge funds, venture capital funds, management fee, performance allocation, preferred return, high water mark, carried interest, waterfall structure, investment period, exit date, fundraising, real estate funds, operational work, closed ended fund structure, private funds rules, side pockets, private fund advisors

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Exploring Closed-Ended Funds and Fund Structuring with Kevin Cott- Cott Law Group Mike Schroeder, Kevin Cott, Skyler Steinke 00:19:10 In this episode, we discuss the concept of closed ended funds, differences compared to open ended funds, and some challenges, nuances and best practices. The conversation covers a wide range of topics including the types of assets in vogue for fund launches, structuring considerations for closed ended funds, the impact of market conditions on fund timelines, and the regulatory landscape for private fund advisors. Kevin provides expert insights on navigating this complex and evolving landscape. Tune in for a deep dive into the world of closed ended funds and valuable guidance for fund managers and investors. In this episode, we discuss the concept of closed ended funds, differences compared to open ended funds, and some challenges, nuances and best practices. The conversation covers a wide range of topics including the types of assets in vogue for fund launches, structuring considerations for closed ended funds, the impact of market conditions on fund timelines, and the regulatory landscape for private fund advisors. Kevin provides expert insights on navigating this complex and evolving landscape. Tune in for a deep dive into the world of closed ended funds and valuable guidance for fund managers and investors. legal fund setup, kevin cott, vc fund lawyer, venture capital fund, vc fund, close ended fund, cott law group, how to set up a closed fund, fund legal setup, fund management, closed vs open fund, what is a side pocket for a fund, difference between open and closed ended fund, fund side pocket, pe fund, pe fund lawyer, open ended fund, fund legal formation, vc legal set up true full 30 acbc5661-097b-4f51-8f27-1ca96ac810a6 Market Update & Key Trends for Institutional Portfolios Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Connect with Susan:

Alternatives Watch: https://www.alternativeswatch.com/

Susan LinkedIn: https://www.linkedin.com/in/susan-barreto-she-her-a4b1465/

 

Topics and Timestamps: 

00:00 Introduction and Overview

00:27 Investor Performance and Changes in Endowment Model

02:48 Shifts in Leadership and Performance Challenges

03:48 The Traditional model and What’s Changing

05:25 The Impact of Trustees and Upcoming Changes

06:42 The Role of Private Credit in Financing

09:20 The Performance of Pension Funds

11:43 The Performance of Private Equity

13:15 The Future of Investment Strategies

19:35 The Outlook for Institutional Investors Allocations

29:35 The Role of Artificial Intelligence in Investments

30:13 Conclusion and Final Thoughts

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 16 Nov 2023 16:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder, Susan Barreto, Skyler Steinke) https://altfunds.io/episodes/market-update-key-trends-for-institutional-portfolios-vmbnQU1h Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Connect with Susan:

Alternatives Watch: https://www.alternativeswatch.com/

Susan LinkedIn: https://www.linkedin.com/in/susan-barreto-she-her-a4b1465/

 

Topics and Timestamps: 

00:00 Introduction and Overview

00:27 Investor Performance and Changes in Endowment Model

02:48 Shifts in Leadership and Performance Challenges

03:48 The Traditional model and What’s Changing

05:25 The Impact of Trustees and Upcoming Changes

06:42 The Role of Private Credit in Financing

09:20 The Performance of Pension Funds

11:43 The Performance of Private Equity

13:15 The Future of Investment Strategies

19:35 The Outlook for Institutional Investors Allocations

29:35 The Role of Artificial Intelligence in Investments

30:13 Conclusion and Final Thoughts

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Market Update & Key Trends for Institutional Portfolios Mike Schroeder, Susan Barreto, Skyler Steinke 00:31:35 In this episode of the Alt Funds Investment Podcast, Susan Barreto, editor of Alternatives Watch, joins the conversation to discuss the latest market trends and alternative investments in pension funds and endowments. The discussion examines institutional investor performance, allocations, changes in traditional endowment models, and turnover in leadership roles across endowments and pension funds across the country. Susan gives an overview of the Ivy League endowments performance and the rise of private credit in large pension funds. She also talks about the challenges of traditional investment models and the possible future trends in institutional portfolios. In this episode of the Alt Funds Investment Podcast, Susan Barreto, editor of Alternatives Watch, joins the conversation to discuss the latest market trends and alternative investments in pension funds and endowments. The discussion examines institutional investor performance, allocations, changes in traditional endowment models, and turnover in leadership roles across endowments and pension funds across the country. Susan gives an overview of the Ivy League endowments performance and the rise of private credit in large pension funds. She also talks about the challenges of traditional investment models and the possible future trends in institutional portfolios. endowments, endowment and pension fund trends, institutional investor trends, investor performance, pension funds, alternatives watch, susan barreto, asset allocation, private equity, pension fund allocations, financial trends, institutional asset managers, endowment allocations, institutional investor performance, ai in finance, november 2023 market update, private credit, endowment model, ocio survey, investment strategies, investment outlook 2024 true full 29 2df3ee2b-1180-4960-aebb-235e014132b2 SEC Crypto Oversight: Decisions, Enforcement & The Future of ETFs Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Connect with Kevin:

https://cottlawgroup.com/

https://www.linkedin.com/in/kevin-cott-42524a33

https://x.com/CottLawGroup?s=20

 

Timestamps and Topics:

00:00 Introduction and Welcome

00:30 Discussion on SEC Decisions: Ripple and Terraform

03:28 Impact of Ripple and Terraform Decisions

06:08 The Grayscale Bitcoin Trust and ETFs

06:09 Updates on SEC vs Ripple and Terraform Rulings

08:59 The Future of Bitcoin ETFs

16:43 Banking Challenges in the Crypto Industry

18:46 Conclusion and Contact Information

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 14 Nov 2023 16:00:00 +0000 mike.schroeder449@gmail.com (Kevin Cott, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/sec-crypto-oversight-decisions-enforcement-the-future-of-etfs-Ur2O3B6Y Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Connect with Kevin:

https://cottlawgroup.com/

https://www.linkedin.com/in/kevin-cott-42524a33

https://x.com/CottLawGroup?s=20

 

Timestamps and Topics:

00:00 Introduction and Welcome

00:30 Discussion on SEC Decisions: Ripple and Terraform

03:28 Impact of Ripple and Terraform Decisions

06:08 The Grayscale Bitcoin Trust and ETFs

06:09 Updates on SEC vs Ripple and Terraform Rulings

08:59 The Future of Bitcoin ETFs

16:43 Banking Challenges in the Crypto Industry

18:46 Conclusion and Contact Information

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> SEC Crypto Oversight: Decisions, Enforcement & The Future of ETFs Kevin Cott, Mike Schroeder, Skyler Steinke 00:19:27 In this podcast conversation, the spotlight is on the SEC's relationship with cryptocurrencies. Delving into the latest court decisions regarding Ripple, Terraform and Grayscale's Bitcoin ETFs, our guest Kevin, an experienced lawyer, shares his insights. We navigate through the currents of these legal battles, the associated challenges, and potential future scenarios for the crypto space. We also discuss the hardships crypto-associated businesses often face when interacting with traditional banking systems. In this podcast conversation, the spotlight is on the SEC's relationship with cryptocurrencies. Delving into the latest court decisions regarding Ripple, Terraform and Grayscale's Bitcoin ETFs, our guest Kevin, an experienced lawyer, shares his insights. We navigate through the currents of these legal battles, the associated challenges, and potential future scenarios for the crypto space. We also discuss the hardships crypto-associated businesses often face when interacting with traditional banking systems. operational efficiencies, future of etfs, blockchain innovations, on-chain structured products, automated investment strategies, crypto index funds, defi pulse index, decentralized finance, future of crypto assets, defi, blockchain technology, index coop coindesk eth trend index, crypto investment strategies, index coop, on-chain etfs, index coop large cap index, jordan tonin, tokenized etfs, collateralized crypto products, 21.co true full 28 bd2a8050-6655-4335-b7ad-ae5ffa2e27a7 The Ins and Outs of On-Chain Structured Products Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

https://indexcoop.com/

https://twitter.com/jordantonani

https://www.linkedin.com/in/jordantonani/

 

Topics / Timestamps

00:00 Introduction and Index Coop Overview

02:58 Exploring the Different Types of Structured Products

06:17 Understanding the Clientele for On-Chain Structured Products

08:17 How structured Products Work

11:22 The Challenges and Solutions in On-Chain Structured Product

15:25 Distributing Tokens

18:38 Understanding the Operational Aspects of On-Chain Structured Products

24:45 Competition and the state of the market

27:20 Permissioned Blockchains & AML/KYC

30:28 Gas fees and potential issues of high gas fees

32:18 Secondary Markets

33:50 Custody of Assets

35:00 Leverage

36:36 Future outlook for on-chain structure products

41:15 Where to connect with Index Coop

42:10 Outro

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Sat, 11 Nov 2023 16:00:00 +0000 mike.schroeder449@gmail.com (Jordan Tonani, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/the-ins-and-outs-of-on-chain-structured-products-pszhRZBj Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

https://indexcoop.com/

https://twitter.com/jordantonani

https://www.linkedin.com/in/jordantonani/

 

Topics / Timestamps

00:00 Introduction and Index Coop Overview

02:58 Exploring the Different Types of Structured Products

06:17 Understanding the Clientele for On-Chain Structured Products

08:17 How structured Products Work

11:22 The Challenges and Solutions in On-Chain Structured Product

15:25 Distributing Tokens

18:38 Understanding the Operational Aspects of On-Chain Structured Products

24:45 Competition and the state of the market

27:20 Permissioned Blockchains & AML/KYC

30:28 Gas fees and potential issues of high gas fees

32:18 Secondary Markets

33:50 Custody of Assets

35:00 Leverage

36:36 Future outlook for on-chain structure products

41:15 Where to connect with Index Coop

42:10 Outro

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> The Ins and Outs of On-Chain Structured Products Jordan Tonani, Skyler Steinke, Mike Schroeder 00:42:25 In this episode of the All Funds Investment podcast, our guest, Jordan, discusses Index Coop, a company aiming to simplify access to themes and strategies in crypto using on-chain Structured products. Jordan shares his industry insights and how on-chain structured products are different from what you'd typically find in the traditional asset landscape. We get into the creation and redemption process, touch on matters like custody, service providers and Jordan goes further to explore possible future trends of this burgeoning industry. In this episode of the All Funds Investment podcast, our guest, Jordan, discusses Index Coop, a company aiming to simplify access to themes and strategies in crypto using on-chain Structured products. Jordan shares his industry insights and how on-chain structured products are different from what you'd typically find in the traditional asset landscape. We get into the creation and redemption process, touch on matters like custody, service providers and Jordan goes further to explore possible future trends of this burgeoning industry. operational efficiencies, future of etfs, blockchain innovations, on-chain structured products, automated investment strategies, crypto index funds, defi pulse index, decentralized finance, future of crypto assets, defi, blockchain technology, index coop coindesk eth trend index, crypto investment strategies, index coop, on-chain etfs, index coop large cap index, jordan tonin, tokenized etfs, collateralized crypto products, 21.co true full 27 27026295-724c-4c6a-9d1d-dc4250c2182e Navigating Corporate Governance and Alternative Investments: Insights from Dan Strachman Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Daniel Strachman | A&C Advisors LLC:

https://www.linkedin.com/in/daniel-strachman-cdda-9922351/

https://aandcadvisors.com/

 

[00:02:24] In today's world, it's important to have and express your own views, and for others to be open to hearing them. Many people are afraid to share their true thoughts and feelings.

[00:05:11] The firm expanded services to private equity and 40 act products in addition to operations and launching new products. They offer independent directorship and corporate services. The firm has been virtual since 2014.

[00:09:43] Our strong directorship business has experienced industry professionals who provide advice and support for better investment decisions, setting us apart from competitors.

[00:10:55] We provide experienced directors and high-touch corporate services. We stand out from those who just check boxes.

[00:16:24] Investors realize PE funds make bad investments; liquidity issues.

[00:19:17] Investment management industry facing challenges with debt and commoditization.

[00:21:47] There is a negative impact on unicorn hunters and finders; people want tangible investments instead of inflated valuations.

[00:27:11] Hedge funds see opportunities, planning to launch office in London, impressed with ChatGPT technology. Phone technology hasn't evolved much.

[00:31:27] Excitement about AI's role in disease research and potential of blockchain.

[00:32:47] Exciting opportunities in AI, medicine, and blockchain for making money.

[00:38:35] The low cost of entry and high potential reward attract many inexperienced hedge fund managers. Real hedge fund managers are favored.

[00:40:01] Bullish on hedge funds, market knowledge key. Crypto here to stay, crisis cleaned industry.

[00:43:17] The number one rule in raising money: it won't come from where you think. Hardest jobs: marketing for accounting firms, raising capital.

[00:46:18] Embrace failures, ask for orders and referrals, be open to unknown markets.

[00:51:48] Starting a hedge fund requires real investing experience, substantial capital, and understanding of various aspects of the business beyond managing money. It is crucial to have skilled individuals and established processes in place for successful operation.

 

[00:53:16] The real world requires infrastructure, capital, and a roadmap for success in business. Launching with $5 million can lead to significant growth.

 

Key Topics:

- Introduction to Dan Strachman and A&C Advisors, LLC

-The Importance of Independent Directors and Corporate Governance

-Focus on Hedge Funds and Other Asset Classes

- Discussion on the shift away from private equity and the potential boom in the hedge fund industry

-Evolution of AI, Cryptocurrency, and Blockchain Technology

-Strategies for Raising Capital and Building a Hedge Fund

-Challenges and Opportunities in the Investment Management Industry

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 10 Nov 2023 16:00:00 +0000 mike.schroeder449@gmail.com (Dan Strachman, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/navigating-corporate-governance-and-alternative-investments-insights-from-dan-strachman-shqalXfU Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Daniel Strachman | A&C Advisors LLC:

https://www.linkedin.com/in/daniel-strachman-cdda-9922351/

https://aandcadvisors.com/

 

[00:02:24] In today's world, it's important to have and express your own views, and for others to be open to hearing them. Many people are afraid to share their true thoughts and feelings.

[00:05:11] The firm expanded services to private equity and 40 act products in addition to operations and launching new products. They offer independent directorship and corporate services. The firm has been virtual since 2014.

[00:09:43] Our strong directorship business has experienced industry professionals who provide advice and support for better investment decisions, setting us apart from competitors.

[00:10:55] We provide experienced directors and high-touch corporate services. We stand out from those who just check boxes.

[00:16:24] Investors realize PE funds make bad investments; liquidity issues.

[00:19:17] Investment management industry facing challenges with debt and commoditization.

[00:21:47] There is a negative impact on unicorn hunters and finders; people want tangible investments instead of inflated valuations.

[00:27:11] Hedge funds see opportunities, planning to launch office in London, impressed with ChatGPT technology. Phone technology hasn't evolved much.

[00:31:27] Excitement about AI's role in disease research and potential of blockchain.

[00:32:47] Exciting opportunities in AI, medicine, and blockchain for making money.

[00:38:35] The low cost of entry and high potential reward attract many inexperienced hedge fund managers. Real hedge fund managers are favored.

[00:40:01] Bullish on hedge funds, market knowledge key. Crypto here to stay, crisis cleaned industry.

[00:43:17] The number one rule in raising money: it won't come from where you think. Hardest jobs: marketing for accounting firms, raising capital.

[00:46:18] Embrace failures, ask for orders and referrals, be open to unknown markets.

[00:51:48] Starting a hedge fund requires real investing experience, substantial capital, and understanding of various aspects of the business beyond managing money. It is crucial to have skilled individuals and established processes in place for successful operation.

 

[00:53:16] The real world requires infrastructure, capital, and a roadmap for success in business. Launching with $5 million can lead to significant growth.

 

Key Topics:

- Introduction to Dan Strachman and A&C Advisors, LLC

-The Importance of Independent Directors and Corporate Governance

-Focus on Hedge Funds and Other Asset Classes

- Discussion on the shift away from private equity and the potential boom in the hedge fund industry

-Evolution of AI, Cryptocurrency, and Blockchain Technology

-Strategies for Raising Capital and Building a Hedge Fund

-Challenges and Opportunities in the Investment Management Industry

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Navigating Corporate Governance and Alternative Investments: Insights from Dan Strachman Dan Strachman, Mike Schroeder, Skyler Steinke 00:57:00 Welcome to another episode of the Alt Funds Network podcast! In today's recording, our hosts Mike Schroeder and Skyler Steinke sit down with a special guest, Dan Strachman, a renowned hedge fund industry expert and the managing partner of A&C Advisors, LLC. Strap in as we dive into a wide range of topics, including independent directors, corporate governance, and the ever-evolving alternative investment landscape. Dan shares his insights on the industry, his strong dislike for the Yankees, and the importance of expressing one's views. You'll also get an inside look at A&C Advisors and the services they offer, from strategic advice to operational support and independent directorship. Plus, Dan provides valuable advice for raising capital and managing a successful hedge fund. Spoiler alert: he's bullish on hedge funds and sees huge potential in the coming months. This is definitely an insightful and action-packed episode with Dan Strachman on the Alt Funds Network podcast that you don't want to miss! Welcome to another episode of the Alt Funds Network podcast! In today's recording, our hosts Mike Schroeder and Skyler Steinke sit down with a special guest, Dan Strachman, a renowned hedge fund industry expert and the managing partner of A&C Advisors, LLC. Strap in as we dive into a wide range of topics, including independent directors, corporate governance, and the ever-evolving alternative investment landscape. Dan shares his insights on the industry, his strong dislike for the Yankees, and the importance of expressing one's views. You'll also get an inside look at A&C Advisors and the services they offer, from strategic advice to operational support and independent directorship. Plus, Dan provides valuable advice for raising capital and managing a successful hedge fund. Spoiler alert: he's bullish on hedge funds and sees huge potential in the coming months. This is definitely an insightful and action-packed episode with Dan Strachman on the Alt Funds Network podcast that you don't want to miss! ai investments, asset management, alternative investments, finance industry insights, capital raising strategies, independent directors, portfolio management, financial technology (fintech), crypto and blockchain, investment opportunities, fund management, investment strategies 2024, asset allocation, private equity, demise of private equity, dan strachman, investment trends, venture capital, investment strategies 2023, hedge funds, financial markets, corporate governance true full 26 27eeff5a-729e-471f-a6e5-e9725e06008b Go-To-Market Strategies in Financial Services: Expert Insights with Judith Peterson Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Reach out to Judith: https://www.linkedin.com/in/judithmpeterson/

 

Key Topics:

- Educating Prospects: Judith discusses the importance of educating prospects along the buyer journey, ensuring well-informed prospects for smoother sales handoffs.

- Tailoring Marketing Campaigns: Learn how to customize marketing campaigns based on organization size, internal stakeholders, budgets, and goals.

- Career Transition: Judith shares her career transition from operational roles to marketing within the investment management industry.

- Go-To-Market Strategy: Gain insights into the significance of a well-defined go-to-market strategy and how it aligns marketing and sales efforts.

- Evolving Marketing Landscape: Explore the changing landscape of marketing channels and strategies, including the role of referrals and the impact of AI and technology.

 

Financial Services, Go-To-Market Strategy, b2b marketing, b2b sales, Marketing and Sales Alignment, Buyer Journey, hedge funds, fund marketing, marketing education, Referral Marketing, sales strategies, Marketing Strategies, Financial Services Industry, Marketing Trends, Technology in Marketing, AI in Finance, AI in marketing, Marketing for Financial Professionals, Financial Marketing Tips, Judith Peterson

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 9 Nov 2023 16:00:00 +0000 mike.schroeder449@gmail.com (Judith Peterson, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/go-to-market-strategies-in-financial-services-expert-insights-with-judith-peterson-6Eh_zGcj Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Reach out to Judith: https://www.linkedin.com/in/judithmpeterson/

 

Key Topics:

- Educating Prospects: Judith discusses the importance of educating prospects along the buyer journey, ensuring well-informed prospects for smoother sales handoffs.

- Tailoring Marketing Campaigns: Learn how to customize marketing campaigns based on organization size, internal stakeholders, budgets, and goals.

- Career Transition: Judith shares her career transition from operational roles to marketing within the investment management industry.

- Go-To-Market Strategy: Gain insights into the significance of a well-defined go-to-market strategy and how it aligns marketing and sales efforts.

- Evolving Marketing Landscape: Explore the changing landscape of marketing channels and strategies, including the role of referrals and the impact of AI and technology.

 

Financial Services, Go-To-Market Strategy, b2b marketing, b2b sales, Marketing and Sales Alignment, Buyer Journey, hedge funds, fund marketing, marketing education, Referral Marketing, sales strategies, Marketing Strategies, Financial Services Industry, Marketing Trends, Technology in Marketing, AI in Finance, AI in marketing, Marketing for Financial Professionals, Financial Marketing Tips, Judith Peterson

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Go-To-Market Strategies in Financial Services: Expert Insights with Judith Peterson Judith Peterson, Mike Schroeder, Skyler Steinke 00:59:07 In this episode, we dive deep into go-to-market strategies within the financial services industry with B2B go-to-market expert Judith Peterson. Gain valuable insights on educating prospects along the buyer journey, tailoring marketing campaigns, and aligning marketing and sales efforts for success. Learn from Judith's career journey and discover the evolving landscape of marketing channels and strategies. Don't miss this informative discussion to enhance your financial services marketing game! In this episode, we dive deep into go-to-market strategies within the financial services industry with B2B go-to-market expert Judith Peterson. Gain valuable insights on educating prospects along the buyer journey, tailoring marketing campaigns, and aligning marketing and sales efforts for success. Learn from Judith's career journey and discover the evolving landscape of marketing channels and strategies. Don't miss this informative discussion to enhance your financial services marketing game! marketing strategies, buyer journey, b2b marketing, marketing for financial professionals, marketing education, fund marketing, ai in marketing, financial services industry, b2b sales, technology in marketing, go-to-market strategy, financial marketing tips, sales strategies, referral marketing, ai in finance, financial services, judith peterson, marketing trends, marketing and sales alignment, hedge funds true full 25 814cfcae-ed1c-4f30-973a-56f48842439c Navigating New Private Fund Rules: Key Considerations for Exempt Reporting Advisors Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Twitter handle: @Tony_Wise_

LinkedIn: https://www.linkedin.com/in/anthonymwise/

Firm Website: https://colefrieman.com/team/anthony-wise/

 

00:01:58 Accredited investors already can invest in private funds and can negotiate terms.

00:05:49 Investors, leverage, negotiating, impact on emerging managers, side letters.

00:07:02 New manager must track and disclose terms.

00:12:47 Register if providing investment advice for compensation.

00:15:09 New rule applies to registered investment advisors, exempt. Quarterly statements required for fees and expenses.

00:19:48 Investor consent already implied in fund docs.

00:22:54 Borrowing funds between funds with investor consent.

00:28:34 Offering documents must include key economic terms.

00:29:39 Exempt reporting advisors: perceived fewer compliance requirements

00:33:36 Disclose all fees and expenses in documents.

00:38:49 Exempt reporting advisors exempt unless registration necessary.

00:40:12 Exempt reporting advisors may need audits.

00:43:39 Extended compliance deadlines give firms time.

00:46:55 Enjoyed conversation? Like, subscribe, reach out for fund opportunities.

 

fund classes, Ppm, offering memorandum, addendum, founders class addendum, investors, new rules, exempt reporting advisors, compliance policies and procedures, insider trading rules, front running rules, pay to play rules, registered investment advisors, examination costs and fees, borrowing funds, positive rule, majority consent, fees and expenses, material economic terms, side letters, preferential terms, startup emerging managers, side letter tracking spreadsheet, restricted activities, preferential treatment, quarterly statements, breakdown of fees and expenses, misalignment of time periods, clawback mechanism, closed-ended fund, registration requirements, audit requirement.

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Wed, 8 Nov 2023 16:00:00 +0000 mike.schroeder449@gmail.com (Skyler Steinke, Tony Wise, Mike Schroeder) https://altfunds.io/episodes/navigating-new-private-fund-rules-key-considerations-for-exempt-reporting-advisors-x4536pb8 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Twitter handle: @Tony_Wise_

LinkedIn: https://www.linkedin.com/in/anthonymwise/

Firm Website: https://colefrieman.com/team/anthony-wise/

 

00:01:58 Accredited investors already can invest in private funds and can negotiate terms.

00:05:49 Investors, leverage, negotiating, impact on emerging managers, side letters.

00:07:02 New manager must track and disclose terms.

00:12:47 Register if providing investment advice for compensation.

00:15:09 New rule applies to registered investment advisors, exempt. Quarterly statements required for fees and expenses.

00:19:48 Investor consent already implied in fund docs.

00:22:54 Borrowing funds between funds with investor consent.

00:28:34 Offering documents must include key economic terms.

00:29:39 Exempt reporting advisors: perceived fewer compliance requirements

00:33:36 Disclose all fees and expenses in documents.

00:38:49 Exempt reporting advisors exempt unless registration necessary.

00:40:12 Exempt reporting advisors may need audits.

00:43:39 Extended compliance deadlines give firms time.

00:46:55 Enjoyed conversation? Like, subscribe, reach out for fund opportunities.

 

fund classes, Ppm, offering memorandum, addendum, founders class addendum, investors, new rules, exempt reporting advisors, compliance policies and procedures, insider trading rules, front running rules, pay to play rules, registered investment advisors, examination costs and fees, borrowing funds, positive rule, majority consent, fees and expenses, material economic terms, side letters, preferential terms, startup emerging managers, side letter tracking spreadsheet, restricted activities, preferential treatment, quarterly statements, breakdown of fees and expenses, misalignment of time periods, clawback mechanism, closed-ended fund, registration requirements, audit requirement.

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Navigating New Private Fund Rules: Key Considerations for Exempt Reporting Advisors Skyler Steinke, Tony Wise, Mike Schroeder 00:47:09 Welcome to another episode of The Alt Funds Podcast! In today's episode titled "New Private Fund Rules for Exempt Reporting Advisors," we dive into the key facts surrounding this topic. Our hosts, Skyler Steinke and Mike Schroeder, are joined by guest speaker Tony Wise with Cole- Frieman & Mallon LLP, who shares his expertise on the new private fund's rules and its implication on Exempt Reporting Advisors. We explore different ways funds offer classes of interest, the impact of new rules on exempt reporting advisors, and the importance of compliance policies and procedures. Join us as we discuss the implications of these rules for emerging managers, the role of accredited investors, and the confusion surrounding reporting requirements. Welcome to another episode of The Alt Funds Podcast! In today's episode titled "New Private Fund Rules for Exempt Reporting Advisors," we dive into the key facts surrounding this topic. Our hosts, Skyler Steinke and Mike Schroeder, are joined by guest speaker Tony Wise with Cole- Frieman & Mallon LLP, who shares his expertise on the new private fund's rules and its implication on Exempt Reporting Advisors. We explore different ways funds offer classes of interest, the impact of new rules on exempt reporting advisors, and the importance of compliance policies and procedures. Join us as we discuss the implications of these rules for emerging managers, the role of accredited investors, and the confusion surrounding reporting requirements. private equity fund disclosure, fund manager sec guidelines, fund expenses sec reporting, new sec rules 2023, fund manager compliance strategies, sec advisory changes, tony wise, cole-frieman, cole-frieman & mallon, investment manager reporting, ppm insights, investment compliance tips, private fund regulations, financial regulatory podcast, exempt reporting advisors compliance, ppm, exempt advisor reporting rule changes, asset management sec rules true full 24 5367a694-569c-4595-a59c-d4abc4dca3b6 Cannabis Sector Update - Andrew Lines Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Connect with Andrew Lines

-LinkedIn: https://www.linkedin.com/in/andrew-lines-mai-58aaba7/

-CohnReznick: https://www.cohnreznick.com/

 

Connect with Chase Pierson

-Classic Root Farms (Southern Michigan): https://www.classicrootsfarm.com/

-classicroots.farm (socials)

 

In this episode we discuss...

State of the Cannabis Market:

-The cannabis market has been sluggish for years but is now showing signs of life.

-There's a move to reclassify cannabis from a schedule one to a schedule three drug.

 

Valuation of Cannabis Companies:

-There's been a reduction in license value, affecting potential lender confidence.

-Operational efficiency, handling of operating expenses, and debt are vital for company valuation.

 

Challenges and Learnings in the Cannabis Industry:

-There's a lack of national branding in the cannabis industry.

-The industry is facing challenges from the black market and potential changes in federal regulation.

-Companies need to avoid expanding too quickly and focus on product quality and consistency.

 

The Future of the Cannabis Industry:

-New and exciting products are emerging, offering different consumption methods.

-The push for better regulation and consistent quality products is vital for the industry's growth.

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 5 Oct 2023 15:00:00 +0000 mike.schroeder449@gmail.com (Andrew Lines, Chase Pierson, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/cannabis-sector-update-andrew-lines-KsDM5JZi Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Connect with Andrew Lines

-LinkedIn: https://www.linkedin.com/in/andrew-lines-mai-58aaba7/

-CohnReznick: https://www.cohnreznick.com/

 

Connect with Chase Pierson

-Classic Root Farms (Southern Michigan): https://www.classicrootsfarm.com/

-classicroots.farm (socials)

 

In this episode we discuss...

State of the Cannabis Market:

-The cannabis market has been sluggish for years but is now showing signs of life.

-There's a move to reclassify cannabis from a schedule one to a schedule three drug.

 

Valuation of Cannabis Companies:

-There's been a reduction in license value, affecting potential lender confidence.

-Operational efficiency, handling of operating expenses, and debt are vital for company valuation.

 

Challenges and Learnings in the Cannabis Industry:

-There's a lack of national branding in the cannabis industry.

-The industry is facing challenges from the black market and potential changes in federal regulation.

-Companies need to avoid expanding too quickly and focus on product quality and consistency.

 

The Future of the Cannabis Industry:

-New and exciting products are emerging, offering different consumption methods.

-The push for better regulation and consistent quality products is vital for the industry's growth.

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Cannabis Sector Update - Andrew Lines Andrew Lines, Chase Pierson, Mike Schroeder, Skyler Steinke 00:43:06 In this episode, we dive into the latests on the cannabis sector amidst the recent breakout. Andrew and Chase provide their insights on the market from both the consulting side of the business and directly from a grower in the space. In this episode, we dive into the latests on the cannabis sector amidst the recent breakout. Andrew and Chase provide their insights on the market from both the consulting side of the business and directly from a grower in the space. cannabis cultivation, cannabis finance, classic roots farms, cannabis legalization, cannabis operations, cannabis branding, cannabis investment, michigan cannabis, cannabis market trends, cannabis products, cannabis stock prices, cohnreznick, cannabis dispensaries, cannabis real estate, cohn reznick, cannabis valuation, cannabis market analysis, health and human service agency, cannabis business insights, cannabis industry, andrew lines, chase pearson, cannabis regulation true full 23 96074db4-8056-4619-946f-3a04de23887d Litigation Finance Demystified: Investment Trends & Future Outlook | Interview with Sean Campbell Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

Youtube: https://www.youtube.com/channel/UC8YvfSC1hraOgfr0wm3LaMA

 

Connect with Sean - Valiant Finance website: https://valiantfinance.net/

 

Key topics of discussion:

  • Definition and Origins of Litigation Finance: Sean Campbell dives deep into the history of litigation finance, tracing its roots back to 1200 A.D. and its modern evolution with banks supporting law firms.
  • Understanding Mass Tort: Dive into the world of mass torts, distinguishing them from individual lawsuits, and discover landmark cases like the Johnson & Johnson talc baby powder scenario.
  • Investment Shifts in Litigation Finance: From hedge funds to banks and now, the emergence of dedicated litigation finance firms, understand the changing dynamics of major players.
  • Access for Accredited Investors: Unlock opportunities in litigation finance as Sean discusses pathways for smaller accredited investors.
  • Most Impactful Cases: Highlighting influential lawsuits like the 3M earplugs case showcases the potential impact and profitability of strategic litigation finance.
  • Private Equity's Role: Discover why the titans of private equity are gravitating towards litigation finance and the potential ROI attracting them.
  • Risk Assessment in Litigation Finance: Peer into the meticulous vetting process that ensures only the strongest cases get backed.
  • Returns and Profitability: Unpack the lucrative returns from successful litigation cases and why they’re reshaping investment strategies.
  • Future of Litigation Finance: Predictions, trends, and trajectories shaping the future of this burgeoning sector.
  • Ethical Considerations in Third-party Financing: Delve into the moral debate surrounding third-party lawsuit financing and its implications on the justice system.

 

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 19 Sep 2023 15:00:00 +0000 mike.schroeder449@gmail.com (Sean Campbell, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/litigation-finance-demystified-investment-trends-future-outlook-interview-with-sean-campbell-3CAeJdNZ Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

Youtube: https://www.youtube.com/channel/UC8YvfSC1hraOgfr0wm3LaMA

 

Connect with Sean - Valiant Finance website: https://valiantfinance.net/

 

Key topics of discussion:

  • Definition and Origins of Litigation Finance: Sean Campbell dives deep into the history of litigation finance, tracing its roots back to 1200 A.D. and its modern evolution with banks supporting law firms.
  • Understanding Mass Tort: Dive into the world of mass torts, distinguishing them from individual lawsuits, and discover landmark cases like the Johnson & Johnson talc baby powder scenario.
  • Investment Shifts in Litigation Finance: From hedge funds to banks and now, the emergence of dedicated litigation finance firms, understand the changing dynamics of major players.
  • Access for Accredited Investors: Unlock opportunities in litigation finance as Sean discusses pathways for smaller accredited investors.
  • Most Impactful Cases: Highlighting influential lawsuits like the 3M earplugs case showcases the potential impact and profitability of strategic litigation finance.
  • Private Equity's Role: Discover why the titans of private equity are gravitating towards litigation finance and the potential ROI attracting them.
  • Risk Assessment in Litigation Finance: Peer into the meticulous vetting process that ensures only the strongest cases get backed.
  • Returns and Profitability: Unpack the lucrative returns from successful litigation cases and why they’re reshaping investment strategies.
  • Future of Litigation Finance: Predictions, trends, and trajectories shaping the future of this burgeoning sector.
  • Ethical Considerations in Third-party Financing: Delve into the moral debate surrounding third-party lawsuit financing and its implications on the justice system.

 

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Litigation Finance Demystified: Investment Trends & Future Outlook | Interview with Sean Campbell Sean Campbell, Skyler Steinke, Mike Schroeder 00:43:06 Dive into the intricate world of litigation finance with expert Sean Campbell in this enlightening podcast episode. Explore the future predictions, investment insights, and the evolving landscape of legal funding. Dive into the intricate world of litigation finance with expert Sean Campbell in this enlightening podcast episode. Explore the future predictions, investment insights, and the evolving landscape of legal funding. risks of litigation finance, legal investment, litigation finance profitability, outlook for legal finance, mass tort investing, valiant finance, future of litigation funding, finance and law, returns for litigation finance, lawsuit investing, sean campbell, mike schroeder, investing in lawsuits, litigation finance, financial strategies, investment insights, skyler steinke, lawsuit investment trends true full 22 7bc02eeb-ccdf-48dd-bd6e-9ca8e5db6349 Tokenization's Future: The Rise of Security Tokens & Real World Assets | InvestaX CEO Julian Kwan Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

InvestaX: https://investax.io/

IX swap: https://www.ixswap.io/

Julian's LinkedIn: https://www.linkedin.com/in/juliankwan/

 

1. Introduction and Key Terms:

  - Discussion with Julian Quan, CEO and co-founder of InvestaX and IX Swap.

  - Explanation of abbreviations: RWA (Real World Assets), STO (Security Token Offering), IPO (Initial Public Offering), and ICO (Initial Coin Offering).

 

2. Popularity of Real World Assets (RWA):

  - Increased interest in RWAs, particularly with large institutions.

  - Rise of security tokens, underlying assets as securities, and commodities tokens.

  - Legal implications differ across jurisdictions; for instance, carbon credits are classified differently.

 

3. Evolution and Growth of Security Tokens:

  - The last five years saw a growth in platforms offering lending and borrowing options related to asset-backed tokens.

  - Infrastructure has been developing over five years, with more security token custodians available now.

  - Issues in 2018-20 due to a lack of infrastructure, but recent advancements allow for a more integrated system.

 

4. Opportunities and Misconceptions in Tokenization:

  - There is a misconception that tokenization is solely about liquidity.

  - Tokenization provides various advantages beyond liquidity, such as improved fundraising and more efficient asset management processes.

  - Julian stresses the potential for more inclusive investment opportunities, allowing even smaller investors to get involved.

 

5. Future of Tokenization and Challenges:

  - The landscape is still evolving, with many traditional entities like banks and investment firms entering the space.

  - Regulatory and legal challenges exist but are being addressed.

  - The ultimate goal is to streamline private assets, improving the pace of raising funds and making investments more liquid.

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 19 Sep 2023 01:57:19 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/tokenizations-future-the-rise-of-security-tokens-real-world-assets-investax-ceo-julian-kwan-JXjp3EJL Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

InvestaX: https://investax.io/

IX swap: https://www.ixswap.io/

Julian's LinkedIn: https://www.linkedin.com/in/juliankwan/

 

1. Introduction and Key Terms:

  - Discussion with Julian Quan, CEO and co-founder of InvestaX and IX Swap.

  - Explanation of abbreviations: RWA (Real World Assets), STO (Security Token Offering), IPO (Initial Public Offering), and ICO (Initial Coin Offering).

 

2. Popularity of Real World Assets (RWA):

  - Increased interest in RWAs, particularly with large institutions.

  - Rise of security tokens, underlying assets as securities, and commodities tokens.

  - Legal implications differ across jurisdictions; for instance, carbon credits are classified differently.

 

3. Evolution and Growth of Security Tokens:

  - The last five years saw a growth in platforms offering lending and borrowing options related to asset-backed tokens.

  - Infrastructure has been developing over five years, with more security token custodians available now.

  - Issues in 2018-20 due to a lack of infrastructure, but recent advancements allow for a more integrated system.

 

4. Opportunities and Misconceptions in Tokenization:

  - There is a misconception that tokenization is solely about liquidity.

  - Tokenization provides various advantages beyond liquidity, such as improved fundraising and more efficient asset management processes.

  - Julian stresses the potential for more inclusive investment opportunities, allowing even smaller investors to get involved.

 

5. Future of Tokenization and Challenges:

  - The landscape is still evolving, with many traditional entities like banks and investment firms entering the space.

  - Regulatory and legal challenges exist but are being addressed.

  - The ultimate goal is to streamline private assets, improving the pace of raising funds and making investments more liquid.

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tokenization's Future: The Rise of Security Tokens & Real World Assets | InvestaX CEO Julian Kwan Mike Schroeder & Skyler Steinke 01:00:24 This conversation features Julian Kwan of InvestaX and IX Swap - we discuss what's taking place with Real World Assets (RWA's). This conversation features Julian Kwan of InvestaX and IX Swap - we discuss what's taking place with Real World Assets (RWA's). true full 21 5d483bb3-3f32-4c17-909b-031813a8eddc Exploring the World of Crypto Fund of Funds - Carl Szantyr - Blockstone Capital Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Carl's Twitter: https://twitter.com/carlszantyr

Carl's LinkedIn: https://www.linkedin.com/in/carlszantyr/

Email Carl: carl@blockstonecapital.io

 

Key Topics:

Fund of Funds (FoF) in Cryptocurrency:

A FoF invests in multiple other funds rather than directly in stocks, bonds, or other securities. The podcast delves into the structure, benefits, and operation of crypto-focused funds of funds.

Investment Strategies:

Discussion revolves around the different strategies fund managers employ in the crypto market, from value investing to market-neutral approaches, emphasizing the significance of active management in generating returns.

Challenges in Crypto Investments:

Insights are shared on the hurdles and intricacies of crypto investing, including regulatory matters, liquidity concerns, and market volatility. The narrative suggests that while crypto offers high returns, it's not without its complexities.

Process of making investments in underlying funds:

Due diligence process, analysis of historical returns, red flags and more.

Educating Investors and Fund Managers:

Emphasis is placed on the crucial role of education in the crypto space. Both investors and fund managers benefit from understanding traditional finance principles, strategies, and standards to effectively navigate the crypto ecosystem.

Shifts in Market Strategy:

The episode touches on the adaptability required by fund managers, indicating that market shifts and external factors can necessitate changes in investment tactics and portfolio rebalancing.

Challenges and Excitement in Current Market:

Insights are provided on the dual nature of the current market - the challenges faced by fund managers in raising capital and the optimism for future growth, driven by potential market dynamics and investment trends.

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 19 Sep 2023 01:48:22 +0000 mike.schroeder449@gmail.com (Carl Szantyr, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/exploring-the-world-of-crypto-fund-of-funds-carl-szantyr-blockstone-capital-o1_YcQTn Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Carl's Twitter: https://twitter.com/carlszantyr

Carl's LinkedIn: https://www.linkedin.com/in/carlszantyr/

Email Carl: carl@blockstonecapital.io

 

Key Topics:

Fund of Funds (FoF) in Cryptocurrency:

A FoF invests in multiple other funds rather than directly in stocks, bonds, or other securities. The podcast delves into the structure, benefits, and operation of crypto-focused funds of funds.

Investment Strategies:

Discussion revolves around the different strategies fund managers employ in the crypto market, from value investing to market-neutral approaches, emphasizing the significance of active management in generating returns.

Challenges in Crypto Investments:

Insights are shared on the hurdles and intricacies of crypto investing, including regulatory matters, liquidity concerns, and market volatility. The narrative suggests that while crypto offers high returns, it's not without its complexities.

Process of making investments in underlying funds:

Due diligence process, analysis of historical returns, red flags and more.

Educating Investors and Fund Managers:

Emphasis is placed on the crucial role of education in the crypto space. Both investors and fund managers benefit from understanding traditional finance principles, strategies, and standards to effectively navigate the crypto ecosystem.

Shifts in Market Strategy:

The episode touches on the adaptability required by fund managers, indicating that market shifts and external factors can necessitate changes in investment tactics and portfolio rebalancing.

Challenges and Excitement in Current Market:

Insights are provided on the dual nature of the current market - the challenges faced by fund managers in raising capital and the optimism for future growth, driven by potential market dynamics and investment trends.

 

Disclaimer:

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Exploring the World of Crypto Fund of Funds - Carl Szantyr - Blockstone Capital Carl Szantyr, Mike Schroeder, Skyler Steinke 00:43:53 This conversation is with Carl Szantyr of Blockstone Capital. We how fund of funds work, how they're structured, how they make investments in underlying funds and more. This conversation is with Carl Szantyr of Blockstone Capital. We how fund of funds work, how they're structured, how they make investments in underlying funds and more. investment tactics in crypto, cryptocurrency investment strategies, crypto regulatory challenges, fof cryptocurrency, crypto asset management, fof, institutional investing, cryptocurrency education, crypto market volatility, crypto portfolio management, raising capital in crypto, fund of funds, crypto fund of funds, market-neutral crypto strategy, carl szantyr, blockstone, data-driven crypto investments true full 20 a20ad59c-acc7-486e-bc2b-bf0bd7aac2c9 SEC Private Fund Rule Changes & Alternative Investments in Pension Funds Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Alternatives Watch: https://www.alternativeswatch.com/

Susan LinkedIn: https://www.linkedin.com/in/susan-barreto-she-her-a4b1465/

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Mon, 4 Sep 2023 15:00:00 +0000 mike.schroeder449@gmail.com (Susan Barreto, Skyler Steinke, Mike Schroeder) https://altfunds.io/episodes/sec-private-fund-rule-changes-alternative-investments-in-pension-funds-IWzocZ_Q Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Alternatives Watch: https://www.alternativeswatch.com/

Susan LinkedIn: https://www.linkedin.com/in/susan-barreto-she-her-a4b1465/

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> SEC Private Fund Rule Changes & Alternative Investments in Pension Funds Susan Barreto, Skyler Steinke, Mike Schroeder 00:35:19 In this conversation we discuss: -The impact of the recent SEC Private Fund Rule Changes - this includes disclosures, compliance and most notably preferential treatment of investors. -Pension Fund investments in Alternative Assets. -Notable asset manager and service provider updates. In this conversation we discuss: -The impact of the recent SEC Private Fund Rule Changes - this includes disclosures, compliance and most notably preferential treatment of investors. -Pension Fund investments in Alternative Assets. -Notable asset manager and service provider updates. alternative investments, institutional investing, pension funds, investment management, pension funds alternative investments, sec private fund rule changes, alternatives watch, susan barreto, private equity funds, private fund rule changes, pension funds 2023, hedge funds true full 19 aeaf9a47-b342-4942-95cc-eeee6dcdc8eb Deep learning and Quantitative Trading Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Roseta Analytics LinkedIn: https://www.linkedin.com/company/rosetta-analytics-inc/

Julia Bonafede LinkedIn: https://www.linkedin.com/in/juliabonafede/

Publications: https://www.linkedin.com/company/rosetta-analytics-inc/

 

Key Topics:

Quantitative Models:

-Limitations of traditional models, like linear regression.

-Evolution and integration with AI technologies.

Deep Learning & Neural Networks:

-Advantages over traditional models, especially in handling non-linear data.

-Role in enhancing predictions and strategy formulation.

Skilled Developers:

-The significance of expertise in developing robust and efficient AI models.

-Addressing potential issues like overfitting and bias.

Data Management:

-Sourcing reliable and accurate market data.

-Ensuring consistent data quality and relevance.

Intervention in AI Models:

-Deciding when to intervene or halt a model.

-Identifying signs of model underperformance or divergence from expected outcomes.

Human Judgment vs. Automation:

-The balance between automated predictions and human decision-making.

-Understanding when to rely on which.

Model Interpretation:

-Emphasizing the need to understand and interpret model outputs correctly.

-Adapting strategies based on insights and market dynamics.

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 31 Aug 2023 15:13:01 +0000 mike.schroeder449@gmail.com (MIke Schroeder, Julia Bonafede, Skyler Steinke) https://altfunds.io/episodes/deep-learning-and-quantitative-trading-wYLEVhrk Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Roseta Analytics LinkedIn: https://www.linkedin.com/company/rosetta-analytics-inc/

Julia Bonafede LinkedIn: https://www.linkedin.com/in/juliabonafede/

Publications: https://www.linkedin.com/company/rosetta-analytics-inc/

 

Key Topics:

Quantitative Models:

-Limitations of traditional models, like linear regression.

-Evolution and integration with AI technologies.

Deep Learning & Neural Networks:

-Advantages over traditional models, especially in handling non-linear data.

-Role in enhancing predictions and strategy formulation.

Skilled Developers:

-The significance of expertise in developing robust and efficient AI models.

-Addressing potential issues like overfitting and bias.

Data Management:

-Sourcing reliable and accurate market data.

-Ensuring consistent data quality and relevance.

Intervention in AI Models:

-Deciding when to intervene or halt a model.

-Identifying signs of model underperformance or divergence from expected outcomes.

Human Judgment vs. Automation:

-The balance between automated predictions and human decision-making.

-Understanding when to rely on which.

Model Interpretation:

-Emphasizing the need to understand and interpret model outputs correctly.

-Adapting strategies based on insights and market dynamics.

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Deep learning and Quantitative Trading MIke Schroeder, Julia Bonafede, Skyler Steinke 00:45:14 In this episode we discuss Deep Learning in Quantitative trading with Julia Bonafede of Rosetta Analytics. In this episode we discuss Deep Learning in Quantitative trading with Julia Bonafede of Rosetta Analytics. traditional forecasting, ai strategy, financial ai challenges, juilia bonafede, developer insights, human judgment vs automation, rosetta analytics, deep learning, financial analysis, quantitative models, market predictions, quantitative hedge fund, model integration, data management, ai in finance, forecasting, neural networks, hedge funds, financial markets true full 18 28de5a76-07a8-4ae8-9b56-b9c0e4b464e8 How to Market a Private Fund Properly Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

Youtube: https://www.youtube.com/@AltFundsnetwork

 

Connect with Jen on Linkedin: https://www.linkedin.com/in/jenniferhicks20/

 

Key Topics:

Introduction to Jennifer Hicks (Jen) and her Background:

Set to start a new role as the Director of Partnerships for DRA, which supports female entrepreneurs. Previously was the director of client development at Capital Fund Law Group.

 

Rules and Regulations Surrounding Marketing Investment Vehicles:

Under 506b, marketers need a pre-existing relationship with potential investors and cannot solicit to unknown individuals. 506c doesn't require a pre-existing relationship, but marketers need to understand the potential investor's background, including investment experience. Legal counsel is essential to ensure compliance with marketing rules and regulations.

 

Incubator Funds as an Approach:

This method allows fund managers to develop and showcase their fund track records, helping to demonstrate their capabilities and attract investors.

 

Important Aspects of Marketing and Advertising as a Fund Manager:

Caution is advised when discussing specifics about securities, investment strategies, or performance on platforms like podcasts or other media.Words like "trust" and "confidence" can be problematic and interpreted as guarantees, which can lead to legal issues. Compliance with the SEC's marketing rules is crucial even for emerging managers.

 

Recommendations for Fund Managers:

Ensuring the alignment between offering documents and communicated strategies. The importance of ongoing review and compliance, not just at the setup phase. Engage with third-party providers that understand the unique needs and challenges of emerging managers.

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 10 Aug 2023 16:30:34 +0000 mike.schroeder449@gmail.com (Jennifer Hicks, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/how-to-market-a-private-fund-properly-wnczxgD7 Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

Youtube: https://www.youtube.com/@AltFundsnetwork

 

Connect with Jen on Linkedin: https://www.linkedin.com/in/jenniferhicks20/

 

Key Topics:

Introduction to Jennifer Hicks (Jen) and her Background:

Set to start a new role as the Director of Partnerships for DRA, which supports female entrepreneurs. Previously was the director of client development at Capital Fund Law Group.

 

Rules and Regulations Surrounding Marketing Investment Vehicles:

Under 506b, marketers need a pre-existing relationship with potential investors and cannot solicit to unknown individuals. 506c doesn't require a pre-existing relationship, but marketers need to understand the potential investor's background, including investment experience. Legal counsel is essential to ensure compliance with marketing rules and regulations.

 

Incubator Funds as an Approach:

This method allows fund managers to develop and showcase their fund track records, helping to demonstrate their capabilities and attract investors.

 

Important Aspects of Marketing and Advertising as a Fund Manager:

Caution is advised when discussing specifics about securities, investment strategies, or performance on platforms like podcasts or other media.Words like "trust" and "confidence" can be problematic and interpreted as guarantees, which can lead to legal issues. Compliance with the SEC's marketing rules is crucial even for emerging managers.

 

Recommendations for Fund Managers:

Ensuring the alignment between offering documents and communicated strategies. The importance of ongoing review and compliance, not just at the setup phase. Engage with third-party providers that understand the unique needs and challenges of emerging managers.

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> How to Market a Private Fund Properly Jennifer Hicks, Mike Schroeder, Skyler Steinke 00:35:06 This episode details how to market a private fund properly. This episode details how to market a private fund properly. emerging managers, offering documents, investment vehicles, regulation 506c, regulation 506b, jennifer hicks, client development, director of partnerships, legal counsel, fund management, female entrepreneurs, dra family office, soliciting investors, how to market a hedge fund, incubator funds, third-party providers, capital fund law group, marketing private funds, marketing a fund vehicle, fund service providers, sec marketing rules, investment strategies, hedge funds true full 17 7c0c17db-bc5f-4e7d-9d7f-55e45b24b353 SEC vs Ripple - The Impact on Digital Assets and the Fund Industry Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Connect with Tony:

Twitter handle: @Tony_Wise_

LinkedIn: https://www.linkedin.com/in/anthonymwise/

Firm Website: https://colefrieman.com/team/anthony-wise/

 

Chapters:

Introduction

Overview of the Ripple Case

The Howey Test and It's Application to Ripple

Concept or Programmatic Sales

Discussion on the Possibility of SEC Appeal

Practical Advice for Fund Managers

The Future of Crypto Regulation in the United States

 

HIGHLIGHTS:

- Tony's insights on the SEC lawsuit against Ripple and the implications for digital asset regulation.

- In-depth explanation of the Howey test and its role in the Ripple case.

- Discussion on 'programmatic sales' and its application to the Ripple case.

- Evaluation of the possibility of an SEC appeal against the Ripple case verdict.

- Practical advice for fund managers regarding the potential for tokens to be deemed as securities.

- Critique of the SEC's 'regulation through enforcement' strategy.

- Insights into the future of crypto regulation in the United States

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Thu, 27 Jul 2023 15:00:00 +0000 mike.schroeder449@gmail.com (Tony Wise, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/sec-vs-ripple-the-impact-on-digital-assets-and-the-fund-industry-tBSdd_5m Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

 

Connect with Tony:

Twitter handle: @Tony_Wise_

LinkedIn: https://www.linkedin.com/in/anthonymwise/

Firm Website: https://colefrieman.com/team/anthony-wise/

 

Chapters:

Introduction

Overview of the Ripple Case

The Howey Test and It's Application to Ripple

Concept or Programmatic Sales

Discussion on the Possibility of SEC Appeal

Practical Advice for Fund Managers

The Future of Crypto Regulation in the United States

 

HIGHLIGHTS:

- Tony's insights on the SEC lawsuit against Ripple and the implications for digital asset regulation.

- In-depth explanation of the Howey test and its role in the Ripple case.

- Discussion on 'programmatic sales' and its application to the Ripple case.

- Evaluation of the possibility of an SEC appeal against the Ripple case verdict.

- Practical advice for fund managers regarding the potential for tokens to be deemed as securities.

- Critique of the SEC's 'regulation through enforcement' strategy.

- Insights into the future of crypto regulation in the United States

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> SEC vs Ripple - The Impact on Digital Assets and the Fund Industry Tony Wise, Mike Schroeder, Skyler Steinke 00:38:42 Podcast Summary: Join us on the Alt Funds Investment Podcast as we sit down with Tony Wise to discuss the intricacies of the Ripple case and the future of crypto regulation. If you're interested in digital assets or curious about regulatory practices, this episode is packed with insightful discussions Podcast Summary: Join us on the Alt Funds Investment Podcast as we sit down with Tony Wise to discuss the intricacies of the Ripple case and the future of crypto regulation. If you're interested in digital assets or curious about regulatory practices, this episode is packed with insightful discussions true full 16 d983a6f1-0382-4216-985a-ee04bf2f6e68 Globe 3 Capital: Perspectives on Running a Crypto Fund and Embracing the Digital Asset Ecosystem Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

Globe 3 Capital Website: https://globe3capital.com/

Globe 3 Capital LinkedIn Page: https://www.linkedin.com/company/globe3capital/

 

Chapters:

Introduction to Globe 3 Capital

Importance of Custody and Security

Growing Market Cap and Token Expansion

Self-Custody and Trust

Shakeups in the Custody Provider Space

The Intersection of Traditional Finance and Crypto

The Future of Blockchain and Crypto

The Role of AI in Crypto

Advice for New Fund Managers

 

Highlights:

Discover the significance of custody solutions and the ongoing evaluation of custodians to safeguard investors' funds.

Explore the expanding landscape of custodians, their token offerings, and the potential for greater market cap.

Gain insights into the shift towards self-custody and the importance of personal accountability in the crypto space.

Understand the challenges and risks associated with custody providers and the need for careful evaluation.

Learn about the growing interest and involvement of traditional financial institutions in the crypto space.

Explore the potential impact of blockchain technology across various industries.

Discuss the role of AI in the crypto space and its limitations in decision-making processes.

Get valuable advice for new fund managers, including the importance of finding the right partner and staying ahead of emerging technologies.

Join the conversation with Jeff Embry and Matt Lason as they provide valuable insights into the crypto industry and share their expertise on navigating this evolving landscape.

]]> Wed, 19 Jul 2023 13:00:00 +0000 mike.schroeder449@gmail.com (Jeff Embry, Matt Lason, Mike Schroeder, Skyler Steinke) https://altfunds.io/episodes/globe-3-capital-perspectives-on-running-a-crypto-fund-and-embracing-the-digital-asset-ecosystem-X7FiBM6o Find us online: https://altfunds.io/

Email us with topic ideas: info@altfunds.io

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

Globe 3 Capital Website: https://globe3capital.com/

Globe 3 Capital LinkedIn Page: https://www.linkedin.com/company/globe3capital/

 

Chapters:

Introduction to Globe 3 Capital

Importance of Custody and Security

Growing Market Cap and Token Expansion

Self-Custody and Trust

Shakeups in the Custody Provider Space

The Intersection of Traditional Finance and Crypto

The Future of Blockchain and Crypto

The Role of AI in Crypto

Advice for New Fund Managers

 

Highlights:

Discover the significance of custody solutions and the ongoing evaluation of custodians to safeguard investors' funds.

Explore the expanding landscape of custodians, their token offerings, and the potential for greater market cap.

Gain insights into the shift towards self-custody and the importance of personal accountability in the crypto space.

Understand the challenges and risks associated with custody providers and the need for careful evaluation.

Learn about the growing interest and involvement of traditional financial institutions in the crypto space.

Explore the potential impact of blockchain technology across various industries.

Discuss the role of AI in the crypto space and its limitations in decision-making processes.

Get valuable advice for new fund managers, including the importance of finding the right partner and staying ahead of emerging technologies.

Join the conversation with Jeff Embry and Matt Lason as they provide valuable insights into the crypto industry and share their expertise on navigating this evolving landscape.

]]> Globe 3 Capital: Perspectives on Running a Crypto Fund and Embracing the Digital Asset Ecosystem Jeff Embry, Matt Lason, Mike Schroeder, Skyler Steinke 00:51:55 In this episode of The Alt Funds Network Podcast, Mike Schroeder and Skyler Steinke interview Jeff Embry and Matt Lason of Globe 3 Capital. They delve into crucial topics such as custody and security in the crypto space, the expanding market cap and token offerings, the importance of self-custody, the challenges in the custody provider space, the intersection of traditional finance and crypto, the future of blockchain technology, the role of AI in crypto, and valuable advice for new fund managers. In this episode of The Alt Funds Network Podcast, Mike Schroeder and Skyler Steinke interview Jeff Embry and Matt Lason of Globe 3 Capital. They delve into crucial topics such as custody and security in the crypto space, the expanding market cap and token offerings, the importance of self-custody, the challenges in the custody provider space, the intersection of traditional finance and crypto, the future of blockchain technology, the role of AI in crypto, and valuable advice for new fund managers. finance, asset management, financial technology, crypto hedge fund, digital assets, crypto market analysis, globe 3 capital, blockchain investments, crypto investments, cryptocurrency market, hedge fund strategies true full 15 1d7f1ccc-f1ba-47c6-bd84-706f4c0bc7ea What is Web3 Identity? Web3 Identity Explained -Lisa Fridman | Quadrata ►►► Subscribe Here https://www.youtube.com/@AltFundsInvestmentPodcast?sub_confirmation=1 for new and exciting episodes of the Alt Funds Podcast!

 

In this video, Lisa Fridman from Quadrata, introduces the concept of Web3 Identity, and explain the benefits of bringing the identity and compliance layer to DeFi across existing public blockchains.

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

CONNECT WITH THE ALT FUNDS NETWORK

Subscribe  ► https://www.youtube.com/@AltFundsInvestmentPodcast?sub_confirmation=1

Linkedin Company Page ► https://www.linkedin.com/company/altfunds/

Contact ► info@altfunds.io

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

CONNECT WITH EPISODE GUEST- LISA FRIDMAN (QUADRATA)

Linkedin Profile ► https://www.linkedin.com/in/lisafridman/

Email ►contact@quadra.com

Website ► https://quadrata.com/

 

Quadrata helps Web3 businesses "know their customer." All while protecting a user's privacy and creating a seamless onboarding experience for both businesses and customers alike.

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

 

00:00 Introduction

01:30 What issues currently exist within DeFi

03:09 What is Web3 Identity?

06:27 The founding of Quadrata

07:30 What is the feedback from institutions

10:23 What is an AML Risk score and how is it calculated

11:52 Who is Web3 Identity Built for

14:11 How does one get a Web3 Identity

16:55 How do digital wallets interact

18:23 The challenges that lie ahead for Web3 Identity

22:50 Closing thoughts and where to connect with Lisa & Quadrata

 

#web3 #alternativeinvestments #digitalassets #defi #blockchain #digitalwallet

#crypto #cryptocurrency #compliance

web3,web3 identity, defi, decentralized finance, quadrata, digital wallet, aml risk assessment, crypto, what is web3,web3 crypto,web3 explained,web3 crypto projects, cryptocurrency, crypto news, crypto compliance, blockchain, cryptocurrency compliance, aml compliance, regulation, crypto aml, what is web3 explained, web 3.0 blockchain, public blockchain, blockchain technology, kyc aml, know your customer, kyc, whats web3, bitcoin, ethereum, Lisa Fridman, Michael Schroeder, Skyler Steinke

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 18 Jul 2023 13:45:57 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/what-is-web3-identity-web3-identity-explained-lisa-fridman-quadrata-ZLFVeLDy ►►► Subscribe Here https://www.youtube.com/@AltFundsInvestmentPodcast?sub_confirmation=1 for new and exciting episodes of the Alt Funds Podcast!

 

In this video, Lisa Fridman from Quadrata, introduces the concept of Web3 Identity, and explain the benefits of bringing the identity and compliance layer to DeFi across existing public blockchains.

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

CONNECT WITH THE ALT FUNDS NETWORK

Subscribe  ► https://www.youtube.com/@AltFundsInvestmentPodcast?sub_confirmation=1

Linkedin Company Page ► https://www.linkedin.com/company/altfunds/

Contact ► info@altfunds.io

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

CONNECT WITH EPISODE GUEST- LISA FRIDMAN (QUADRATA)

Linkedin Profile ► https://www.linkedin.com/in/lisafridman/

Email ►contact@quadra.com

Website ► https://quadrata.com/

 

Quadrata helps Web3 businesses "know their customer." All while protecting a user's privacy and creating a seamless onboarding experience for both businesses and customers alike.

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

 

00:00 Introduction

01:30 What issues currently exist within DeFi

03:09 What is Web3 Identity?

06:27 The founding of Quadrata

07:30 What is the feedback from institutions

10:23 What is an AML Risk score and how is it calculated

11:52 Who is Web3 Identity Built for

14:11 How does one get a Web3 Identity

16:55 How do digital wallets interact

18:23 The challenges that lie ahead for Web3 Identity

22:50 Closing thoughts and where to connect with Lisa & Quadrata

 

#web3 #alternativeinvestments #digitalassets #defi #blockchain #digitalwallet

#crypto #cryptocurrency #compliance

web3,web3 identity, defi, decentralized finance, quadrata, digital wallet, aml risk assessment, crypto, what is web3,web3 crypto,web3 explained,web3 crypto projects, cryptocurrency, crypto news, crypto compliance, blockchain, cryptocurrency compliance, aml compliance, regulation, crypto aml, what is web3 explained, web 3.0 blockchain, public blockchain, blockchain technology, kyc aml, know your customer, kyc, whats web3, bitcoin, ethereum, Lisa Fridman, Michael Schroeder, Skyler Steinke

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> What is Web3 Identity? Web3 Identity Explained -Lisa Fridman | Quadrata Mike Schroeder & Skyler Steinke 00:24:57 Lisa Fridman from Quadrata, introduces the concept of Web3 Identity, and explain the benefits of bringing the identity and compliance layer to DeFi across existing public blockchains. Lisa Fridman from Quadrata, introduces the concept of Web3 Identity, and explain the benefits of bringing the identity and compliance layer to DeFi across existing public blockchains. bitcoin, crypto, know your customer, web3, web 3.0 blockchain, crypto compliance, aml compliance, digital wallet, aml risk assessment, what is web3, public blockchain, crypto aml, decentralized finance, blockchain, ethereum, defi, whats web3, cryptocurrency compliance, what is web3 explained, blockchain technology, kyc aml, crypto news, web3 identity, regulation, web3 crypto projects, web3 explained, kyc, cryptocurrency, web3 crypto, quadrata true full 14 4df39c8d-a5ee-42ff-85fb-f55e84b70b22 Crypto Token Cap Tables Explained - Bruno Faviero | Magna In this video, Bruno Faviero from Magna will explain how to manage cap tables and distribute tokens. If you're interested in understanding how to build and manage token cap tables, then this video is for you! Bruno will walk you through the different aspects of token distribution, and explain the different strategies you can use to manage your cap table. After watching this video, you'll have a better understanding of how to value alternative investments and be able to choose the right valuation agent for your situation. Thanks for watching! ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ CONNECT WITH THE ALT FUNDS NETWORK Subscribe ► https://www.youtube.com/@AltFundsInvestmentPodcast?sub_confirmation=1 Linkedin Company Page ► https://www.linkedin.com/company/altfunds/ Contact ► info@altfunds.io ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ CONNECT WITH EPISODE GUEST- BRUNO FAVIERO (MAGNA) Linkedin Profile ► https://www.linkedin.com/in/faviero/ Linkedin Company Page ► https://www.linkedin.com/company/magnatokens/ Magna is building a platform to turn DeFi investments into financial primitives. Their first product is Carta for Web3, where companies can manage their cap tables and distribute their token equity to employees, advisors, or investors. We're also building crypto-native tools for fund managers. Website: Magna.so Twitter: @bfaviero ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 00:00 intro 00:43 The Founding of Magna 03:36 What problem is Magna solving 06:49 What is the difference between equity vs Token Cap Tables 11:03 Significance of a third-party Cap Table provider 15:08 Creating and distributing a token 17:33 How do companies track ownership and how does it change after using a Third-Party Cap Table Service 20:54 What happens after a token vests 23:24 What is the advantage of a token vs equity 26:15 Problems that tokens can solve 27:45 Common mistakes made by founders 30:51 Creating a wallet for new tokens 37:17 Best practices for distributing a new token 39:37 Types of tokens coming to the market 42:22 How are funds interacting with Tokens and Equities 50:24 Working with Fund Administrators and other fund service providers 51:42 83B Tax Filing for employees 53:20 Raising Capital in todays market 58:12 Where to connect with Bruno and Magna Disclaimer- Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 14 Mar 2023 16:00:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/13-6yZinyed In this video, Bruno Faviero from Magna will explain how to manage cap tables and distribute tokens. If you're interested in understanding how to build and manage token cap tables, then this video is for you! Bruno will walk you through the different aspects of token distribution, and explain the different strategies you can use to manage your cap table. After watching this video, you'll have a better understanding of how to value alternative investments and be able to choose the right valuation agent for your situation. Thanks for watching! ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ CONNECT WITH THE ALT FUNDS NETWORK Subscribe ► https://www.youtube.com/@AltFundsInvestmentPodcast?sub_confirmation=1 Linkedin Company Page ► https://www.linkedin.com/company/altfunds/ Contact ► info@altfunds.io ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ CONNECT WITH EPISODE GUEST- BRUNO FAVIERO (MAGNA) Linkedin Profile ► https://www.linkedin.com/in/faviero/ Linkedin Company Page ► https://www.linkedin.com/company/magnatokens/ Magna is building a platform to turn DeFi investments into financial primitives. Their first product is Carta for Web3, where companies can manage their cap tables and distribute their token equity to employees, advisors, or investors. We're also building crypto-native tools for fund managers. Website: Magna.so Twitter: @bfaviero ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 00:00 intro 00:43 The Founding of Magna 03:36 What problem is Magna solving 06:49 What is the difference between equity vs Token Cap Tables 11:03 Significance of a third-party Cap Table provider 15:08 Creating and distributing a token 17:33 How do companies track ownership and how does it change after using a Third-Party Cap Table Service 20:54 What happens after a token vests 23:24 What is the advantage of a token vs equity 26:15 Problems that tokens can solve 27:45 Common mistakes made by founders 30:51 Creating a wallet for new tokens 37:17 Best practices for distributing a new token 39:37 Types of tokens coming to the market 42:22 How are funds interacting with Tokens and Equities 50:24 Working with Fund Administrators and other fund service providers 51:42 83B Tax Filing for employees 53:20 Raising Capital in todays market 58:12 Where to connect with Bruno and Magna Disclaimer- Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Crypto Token Cap Tables Explained - Bruno Faviero | Magna Mike Schroeder & Skyler Steinke 00:58:55 In this video, Bruno Faviero from Magna will explain how to manage cap tables and distribute tokens. If you're interested in understanding how to build and manage token cap tables, then this video is for you! Bruno will walk you through the different aspects of token distribution, and explain the different strategies you can use to manage your cap table. After watching this video, you'll have a better understanding of how to value alternative investments and be able to choose the right valuation agent for your situation. Thanks for watching! In this video, Bruno Faviero from Magna will explain how to manage cap tables and distribute tokens. If you're interested in understanding how to build and manage token cap tables, then this video is for you! Bruno will walk you through the different aspects of token distribution, and explain the different strategies you can use to manage your cap table. After watching this video, you'll have a better understanding of how to value alternative investments and be able to choose the right valuation agent for your situation. Thanks for watching! true full 13 d8be2a16-9e15-4994-8c89-73fe8e2fae61 Unlocking the Keys to Digital Asset Custody for Institutions In this video, we're going to discuss digital asset custody for institutions. We'll cover cold storage, hot storage, and third-party custody, as well as self-custody.

 

If you work for an institution and you're wondering what kind of digital asset custody to choose, then this video is for you. We'll help you understand the different options and help you decide which is best for your organization. After watching this video, you'll be able to make an informed decision about digital asset custody for your firm or investment fund!

 

00:00 Intro

00:31 Services offered by Ledger

01:41 What does it mean to Custody an asset

02:49 What are the Different Custody options for Institutions and Individuals

06:00 What is the difference between Cold Storage and Hot Storage for digital assets

06:40 How to move tokens from cold storage

07:49 What is hot storage for digital assets

09:24 What is the different between Third-Party Custody and Self-custody

11:27 What is the difference between a hardware wallet and a digital wallet

14:53 What happens if you lose your hardware wallet

15:43 What is the risk of leaving tokens on an exchange

18:59 What type of questions should LP's be asking

22:12 What should investors be thinking about when it comes to governance for digital asset custody

25:27 What should investment managers consider when securing digital assets

28:03 Where to go to connect with Antoine and learn more about Ledger

 

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

CONNECT WITH THE ALT FUNDS NETWORK

Subscribe  ► https://www.youtube.com/@AltFundsInve...

Linkedin Company Page ► https://www.linkedin.com/company/altf...

Contact ► info@altfunds.io

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

CONNECT WITH EPISODE GUEST- ANTOINE HELLO (Ledger)

Linkedin Profile ► https://www.linkedin.com/in/antoine-h...

Linkedin Company Page ► https://www.linkedin.com/company/ledg...

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digital asset custodian, digital asset custody, crypto cold storage wallet, crypto cold storage, cold storage wallet, hot storage, self-custody, bitcoin self-custody, hardware wallet, crypto, Ledger, third party custodian, bitcoin, regulated custodian, nasdaq crypto custody, bitcoin custody, bny mellon,  crypto custody, crypto custody solutions, qualified custodian, blockchain, ethereum, bitcoin news, crypto news today

#digitalassets #alternativeinvestments #digitalassetcustody #custodian #hedgefunds #investmentmanagement #cryptofund #vc #finance #funds #digitalassetmanagement #digitalassetinvestor

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Fri, 3 Mar 2023 14:11:28 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/12-jfVx4n4j In this video, we're going to discuss digital asset custody for institutions. We'll cover cold storage, hot storage, and third-party custody, as well as self-custody.

 

If you work for an institution and you're wondering what kind of digital asset custody to choose, then this video is for you. We'll help you understand the different options and help you decide which is best for your organization. After watching this video, you'll be able to make an informed decision about digital asset custody for your firm or investment fund!

 

00:00 Intro

00:31 Services offered by Ledger

01:41 What does it mean to Custody an asset

02:49 What are the Different Custody options for Institutions and Individuals

06:00 What is the difference between Cold Storage and Hot Storage for digital assets

06:40 How to move tokens from cold storage

07:49 What is hot storage for digital assets

09:24 What is the different between Third-Party Custody and Self-custody

11:27 What is the difference between a hardware wallet and a digital wallet

14:53 What happens if you lose your hardware wallet

15:43 What is the risk of leaving tokens on an exchange

18:59 What type of questions should LP's be asking

22:12 What should investors be thinking about when it comes to governance for digital asset custody

25:27 What should investment managers consider when securing digital assets

28:03 Where to go to connect with Antoine and learn more about Ledger

 

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

CONNECT WITH THE ALT FUNDS NETWORK

Subscribe  ► https://www.youtube.com/@AltFundsInve...

Linkedin Company Page ► https://www.linkedin.com/company/altf...

Contact ► info@altfunds.io

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

CONNECT WITH EPISODE GUEST- ANTOINE HELLO (Ledger)

Linkedin Profile ► https://www.linkedin.com/in/antoine-h...

Linkedin Company Page ► https://www.linkedin.com/company/ledg...

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

digital asset custodian, digital asset custody, crypto cold storage wallet, crypto cold storage, cold storage wallet, hot storage, self-custody, bitcoin self-custody, hardware wallet, crypto, Ledger, third party custodian, bitcoin, regulated custodian, nasdaq crypto custody, bitcoin custody, bny mellon,  crypto custody, crypto custody solutions, qualified custodian, blockchain, ethereum, bitcoin news, crypto news today

#digitalassets #alternativeinvestments #digitalassetcustody #custodian #hedgefunds #investmentmanagement #cryptofund #vc #finance #funds #digitalassetmanagement #digitalassetinvestor

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Unlocking the Keys to Digital Asset Custody for Institutions Mike Schroeder & Skyler Steinke 00:29:14 In this video, we're going to discuss digital asset custody for institutions. We'll cover cold storage, hot storage, and third-party custody, as well as self-custody. In this video, we're going to discuss digital asset custody for institutions. We'll cover cold storage, hot storage, and third-party custody, as well as self-custody. true full 12 00aacccf-a1ed-407c-a009-5e9a89cdc3f3 How to Value Digital Assets and Alternative Investments ►►► Subscribe Here https://www.youtube.com/@AltFundsInvestmentPodcast?sub_confirmation=1 for new and exciting episodes of the Alt Funds Podcast!

If you're interested in valuing crypto, token, NFT's, digital assets and alternative investments in an investment fund structure; then you should watch this video! In it, Joe Brennan with Houlihan Capital shares with you the basics of how to value alternative investments in a fund including digital assets, NFT's and underlying company valuation, as well as some tips on how to choose the right valuation agent for a new investment manager and their fund.

After watching this video, you'll have a better understanding of how to value alternative investments and be able to choose the right valuation agent for your situation. Thanks for watching!

 

Timestamps

00:00 Intro

00:18 Services offered by Houlihan Capital

1:14 What exactly are valuation services

2:44 What type of assets require valuation services

3:38 How do you value a company

5:00 How do you value digital assets

7:28 What are level I, level II and level III assets

10:16 How do investment managers value digital assets

12:20 How to value NFTs

15:20 FASB 2022-03 Fairvalue, Fair Value Measurement of Equity Securities Subject to

Contractual Sale Restrictions. Read about FASB's Accounting standard update here: (https://fasb.org/document/blob?fileName=ASU%202022-03.pdf)

18:49 Implications of 2022-03, Fair Value Measurement of Equity Securities Subject to Contractual Sale Restrictions.

22:02 How the Put Option Pricing Model works

24:10 How a Valuation Agent works with Fund Administrators, Fund Auditors and other service providers

25:40 Advice for a New Investment Manager

26:50 Where to go to Connect With Joe Brennan and Houlihan Capital

 

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

CONNECT WITH THE ALT FUNDS NETWORK

Subscribe  ► https://www.youtube.com/@AltFundsInvestmentPodcast?sub_confirmation=1

Linkedin Company Page ► https://www.linkedin.com/company/altfunds/

Contact ► info@altfunds.io

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

CONNECT WITH EPISODE GUEST- JOE BRENNAN (HOULIHAN CAPITAL)

Email ► jbrennan@houlihancapital.com

Linkedin Profile ► https://www.linkedin.com/in/joe-brennan-94919724/

Linkedin Company Page ► https://www.linkedin.com/company/houlihan-capital/

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digital asset valuation, cryptocurrency, digital assets, bitcoin, ethereum,crypto asset, alternative investments, investing, houlihan capital, valuation services, equity securities, fair value, crypto, hedge fund manager, vc fund structure, nft value, option pricing model, fund administrator, fund auditor, prime brokerage crypto, crypto exchange, fund custodian, gap accounting principal, private investments, illiquid assets, token valuation.

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> Tue, 28 Feb 2023 03:13:21 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/11-A22P9DGw ►►► Subscribe Here https://www.youtube.com/@AltFundsInvestmentPodcast?sub_confirmation=1 for new and exciting episodes of the Alt Funds Podcast!

If you're interested in valuing crypto, token, NFT's, digital assets and alternative investments in an investment fund structure; then you should watch this video! In it, Joe Brennan with Houlihan Capital shares with you the basics of how to value alternative investments in a fund including digital assets, NFT's and underlying company valuation, as well as some tips on how to choose the right valuation agent for a new investment manager and their fund.

After watching this video, you'll have a better understanding of how to value alternative investments and be able to choose the right valuation agent for your situation. Thanks for watching!

 

Timestamps

00:00 Intro

00:18 Services offered by Houlihan Capital

1:14 What exactly are valuation services

2:44 What type of assets require valuation services

3:38 How do you value a company

5:00 How do you value digital assets

7:28 What are level I, level II and level III assets

10:16 How do investment managers value digital assets

12:20 How to value NFTs

15:20 FASB 2022-03 Fairvalue, Fair Value Measurement of Equity Securities Subject to

Contractual Sale Restrictions. Read about FASB's Accounting standard update here: (https://fasb.org/document/blob?fileName=ASU%202022-03.pdf)

18:49 Implications of 2022-03, Fair Value Measurement of Equity Securities Subject to Contractual Sale Restrictions.

22:02 How the Put Option Pricing Model works

24:10 How a Valuation Agent works with Fund Administrators, Fund Auditors and other service providers

25:40 Advice for a New Investment Manager

26:50 Where to go to Connect With Joe Brennan and Houlihan Capital

 

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

CONNECT WITH THE ALT FUNDS NETWORK

Subscribe  ► https://www.youtube.com/@AltFundsInvestmentPodcast?sub_confirmation=1

Linkedin Company Page ► https://www.linkedin.com/company/altfunds/

Contact ► info@altfunds.io

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

CONNECT WITH EPISODE GUEST- JOE BRENNAN (HOULIHAN CAPITAL)

Email ► jbrennan@houlihancapital.com

Linkedin Profile ► https://www.linkedin.com/in/joe-brennan-94919724/

Linkedin Company Page ► https://www.linkedin.com/company/houlihan-capital/

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

digital asset valuation, cryptocurrency, digital assets, bitcoin, ethereum,crypto asset, alternative investments, investing, houlihan capital, valuation services, equity securities, fair value, crypto, hedge fund manager, vc fund structure, nft value, option pricing model, fund administrator, fund auditor, prime brokerage crypto, crypto exchange, fund custodian, gap accounting principal, private investments, illiquid assets, token valuation.

 

Disclaimer-

Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction or making any financial or legal decision based on your specific situation.

]]> How to Value Digital Assets and Alternative Investments Mike Schroeder & Skyler Steinke 00:27:28 If you're interested in valuing crypto, token, NFT's, digital assets and alternative investments in an investment fund structure; then you should watch this video! In it, Joe Brennan with Houlihan Capital shares with you the basics of how to value alternative investments in a fund including digital assets, NFT's and underlying company valuation, as well as some tips on how to choose the right valuation agent for a new investment manager and their fund. After watching this video, you'll have a better understanding of how to value alternative investments and be able to choose the right valuation agent for your situation. Thanks for watching! If you're interested in valuing crypto, token, NFT's, digital assets and alternative investments in an investment fund structure; then you should watch this video! In it, Joe Brennan with Houlihan Capital shares with you the basics of how to value alternative investments in a fund including digital assets, NFT's and underlying company valuation, as well as some tips on how to choose the right valuation agent for a new investment manager and their fund. After watching this video, you'll have a better understanding of how to value alternative investments and be able to choose the right valuation agent for your situation. Thanks for watching! true full 11 0b0244b0-bf2c-468b-8e7a-83b859ecb728 What is a Self-Directed IRA and Taking Self-Directed IRA Capital Timestamps

00:00 Intro

00:43 Services offered by Midland Trust

01:32 How is a Self-Directed IRA different from a standard IRA or Roth IRA

04:23 Why Self-Directed IRAs are not offered by most large brokers

06:15 How Investment Fund Managers can utilize Self-Directed IRA Capital

12:32 What Investment Managers need to be aware of when taking Self-Directed IRA Capital

19:47 Other Things people should be aware of when utilizing Self-Directed IRAs

21:51 Where to Connect with Brad and Midland Trust

]]> Tue, 28 Feb 2023 03:10:00 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/10-rn2sa3vT Timestamps

00:00 Intro

00:43 Services offered by Midland Trust

01:32 How is a Self-Directed IRA different from a standard IRA or Roth IRA

04:23 Why Self-Directed IRAs are not offered by most large brokers

06:15 How Investment Fund Managers can utilize Self-Directed IRA Capital

12:32 What Investment Managers need to be aware of when taking Self-Directed IRA Capital

19:47 Other Things people should be aware of when utilizing Self-Directed IRAs

21:51 Where to Connect with Brad and Midland Trust

]]> What is a Self-Directed IRA and Taking Self-Directed IRA Capital Mike Schroeder & Skyler Steinke 00:22:41 In this video, we're going to discuss what is a self-directed IRA and taking self-directed IRA capital. Self-directed IRA capital allows individuals to invest in a wider range of investment options, allowing for more flexibility and control in their retirement savings. We'll discuss the ins and outs of self-directed IRA accounts and explain the benefits of taking self-directed IRA capital. In this video, we're going to discuss what is a self-directed IRA and taking self-directed IRA capital. Self-directed IRA capital allows individuals to invest in a wider range of investment options, allowing for more flexibility and control in their retirement savings. We'll discuss the ins and outs of self-directed IRA accounts and explain the benefits of taking self-directed IRA capital. bitcoin, alternative investments, how does a self directed ira work, self directed roth ira, self directed ira trust companies, self directed ira crypto, self directed ira real estate, self directed ira, alternative retirement account, self directed ira's, custody services, gold ira, midland trust company, self directed ira custodians true full 10 ae329e3f-798f-43df-807d-4b22ebbaccf0 How to setup a Crypto Fund, Hedge fund, VC Fund or DAO Properly Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

 

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

~~~~~~~~~~~~~~~

Connect with Zach and Ziliak Law, LLC

Ziliak website: https://ziliak.com/

Ziliak Law LI Page: https://www.linkedin.com/company/ziliak-law/

Email Zach: Zachary@ziliak.com

This episode features Zach Ziliak, Founder and Managing Partner of Ziliak Law, LLC.

Zach Ziliak is an expert on fund legal structures as well as security token offerings (ICO, etc.). We discuss the importance of a lawyer for hedge funds (and other alternative funds), why you need a lawyer when starting a hedge fund, and key factors to consider when starting a fund. We also talk about the legal implications of a DAO and security token (aka ICO's, IDO's, IEO's, STO, etc.).

 

Timestamps:

00:00 Opener.

00:40 Zach’s background and the start of Ziliak Law Group.

02:47 Ziliak Law Group services.

05:25 The importance of a lawyer for a fund.

07:58 The importance of a lawyer for security tokens (ICO, IDO, IEO, STO, etc.).

09:03 Types of tokens.

10:20 Key factors to consider when setting up a fund.

13:33 Concerns that digital asset funds should be considered.

15:20 Regulators take on security tokens.

18:50 DAO’s.

20:55 Tokenized Funds.

23:53 Interesting projects: defi clients, jurisdictions, NFTs, tokens use & exchanges

25:03 Advice for a new crypto fund entering the market.

27:30 Connect with Zach and Ziliak Law Group.

This video is for educational purposes only.

~~~~~~~~~~~~~~~~

A lawyer is important for a crypto hedge fund because they provide critical legal guidance and support in a rapidly evolving and complex regulatory environment. A lawyer can help the hedge fund ensure compliance with relevant laws and regulations, protect the fund's interests and assets, and provide strategic advice on investment opportunities and risk management. A lawyer can also assist with contract negotiations, dispute resolution, and other legal issues that may arise. Having a knowledgeable and experienced lawyer can help a crypto hedge fund operate with greater confidence and security, and can ultimately contribute to the success and growth of the fund.

 

About DAOs:

A DAO, or Decentralized Autonomous Organization, is a decentralized digital organization that operates through code and blockchain technology, rather than through a central authority or traditional organizational structure.

A DAO operates on a blockchain network and is governed by a set of rules encoded as smart contracts. The rules determine how the organization operates, how decisions are made, and how the organization's assets are managed. Members of a DAO typically interact through a decentralized platform and use tokens to participate in the organization, vote on proposals, and receive rewards.

Because DAOs are decentralized and operate on the blockchain, they offer several benefits, including increased transparency, security, and efficiency. DAOs can also provide a more equitable and democratic governance model, as all members have an equal say in decision-making.

However, it's important to note that DAOs are still a relatively new and evolving concept, and their long-term viability and potential challenges and risks are still being evaluated. Additionally, DAOs are subject to the same security and regulatory considerations as any other blockchain-based organization.

Starting a fund? How do you start a hedge fund? Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds and other forms of alternative investment funds.

 

The Legal Side of Digital Asset Funds, Security tokens & DAO's - Zach Ziliak - Ziliak Law, LLC

The Legal Side of Digital Asset Funds

Security tokens

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Fund manager

Mike Schroeder

Digital Asset Funds of the Legal Side

#hedgefunds #legal #crypto #digitalassets #vc #funds #investment #investments #finance #howtostartahedgefund #howtostartacryptofund #howtoinvestinalternativeinvestments #alternativeinvestments #hedgefundlawyers

]]> Tue, 28 Feb 2023 03:04:28 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/09-Fv96Kuon Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

 

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

~~~~~~~~~~~~~~~

Connect with Zach and Ziliak Law, LLC

Ziliak website: https://ziliak.com/

Ziliak Law LI Page: https://www.linkedin.com/company/ziliak-law/

Email Zach: Zachary@ziliak.com

This episode features Zach Ziliak, Founder and Managing Partner of Ziliak Law, LLC.

Zach Ziliak is an expert on fund legal structures as well as security token offerings (ICO, etc.). We discuss the importance of a lawyer for hedge funds (and other alternative funds), why you need a lawyer when starting a hedge fund, and key factors to consider when starting a fund. We also talk about the legal implications of a DAO and security token (aka ICO's, IDO's, IEO's, STO, etc.).

 

Timestamps:

00:00 Opener.

00:40 Zach’s background and the start of Ziliak Law Group.

02:47 Ziliak Law Group services.

05:25 The importance of a lawyer for a fund.

07:58 The importance of a lawyer for security tokens (ICO, IDO, IEO, STO, etc.).

09:03 Types of tokens.

10:20 Key factors to consider when setting up a fund.

13:33 Concerns that digital asset funds should be considered.

15:20 Regulators take on security tokens.

18:50 DAO’s.

20:55 Tokenized Funds.

23:53 Interesting projects: defi clients, jurisdictions, NFTs, tokens use & exchanges

25:03 Advice for a new crypto fund entering the market.

27:30 Connect with Zach and Ziliak Law Group.

This video is for educational purposes only.

~~~~~~~~~~~~~~~~

A lawyer is important for a crypto hedge fund because they provide critical legal guidance and support in a rapidly evolving and complex regulatory environment. A lawyer can help the hedge fund ensure compliance with relevant laws and regulations, protect the fund's interests and assets, and provide strategic advice on investment opportunities and risk management. A lawyer can also assist with contract negotiations, dispute resolution, and other legal issues that may arise. Having a knowledgeable and experienced lawyer can help a crypto hedge fund operate with greater confidence and security, and can ultimately contribute to the success and growth of the fund.

 

About DAOs:

A DAO, or Decentralized Autonomous Organization, is a decentralized digital organization that operates through code and blockchain technology, rather than through a central authority or traditional organizational structure.

A DAO operates on a blockchain network and is governed by a set of rules encoded as smart contracts. The rules determine how the organization operates, how decisions are made, and how the organization's assets are managed. Members of a DAO typically interact through a decentralized platform and use tokens to participate in the organization, vote on proposals, and receive rewards.

Because DAOs are decentralized and operate on the blockchain, they offer several benefits, including increased transparency, security, and efficiency. DAOs can also provide a more equitable and democratic governance model, as all members have an equal say in decision-making.

However, it's important to note that DAOs are still a relatively new and evolving concept, and their long-term viability and potential challenges and risks are still being evaluated. Additionally, DAOs are subject to the same security and regulatory considerations as any other blockchain-based organization.

Starting a fund? How do you start a hedge fund? Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds and other forms of alternative investment funds.

 

The Legal Side of Digital Asset Funds, Security tokens & DAO's - Zach Ziliak - Ziliak Law, LLC

The Legal Side of Digital Asset Funds

Security tokens

lawyer for crypto hedge fund

alt funds investment podcast

investment fund

investment

fund manager

alternative investments

digital asset funds

fund administration

new fund

digital assets space

New Fund Manager

Crypto Space

starting a fund

launching a fund

Fund manager

Mike Schroeder

Digital Asset Funds of the Legal Side

#hedgefunds #legal #crypto #digitalassets #vc #funds #investment #investments #finance #howtostartahedgefund #howtostartacryptofund #howtoinvestinalternativeinvestments #alternativeinvestments #hedgefundlawyers

]]> How to setup a Crypto Fund, Hedge fund, VC Fund or DAO Properly Mike Schroeder & Skyler Steinke 00:27:55 Zach Ziliak is an expert on fund legal structures as well as security token offerings (ICO, etc.). We discuss the importance of a lawyer for hedge funds (and other alternative funds), why you need a lawyer when starting a hedge fund, and key factors to consider when starting a fund. We also talk about the legal implications of a DAO and security token (aka ICO's, IDO's, IEO's, STO, etc.). Zach Ziliak is an expert on fund legal structures as well as security token offerings (ICO, etc.). We discuss the importance of a lawyer for hedge funds (and other alternative funds), why you need a lawyer when starting a hedge fund, and key factors to consider when starting a fund. We also talk about the legal implications of a DAO and security token (aka ICO's, IDO's, IEO's, STO, etc.). how to start a crypto fund, starting a fund, alternative investments, mike schroeder podcast, digital asset funds of the legal side, security tokens & dao's, how to start a hedge fund, digital asset funds, mike schroeder, investment, the legal side of digital asset funds, fund manager, ziliak law, starting a crypto fund, starting a hedge fund, funds investment podcast, crypto fund lawyers, crypto funds, zach ziliak, starting a crypto venture capital fund, security tokens true full 9 b1badaaa-ae96-44d4-be73-d4eab47a05b7 How does Fund Administration Work for Digital Asset Funds Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

 

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

~~~~~~~~~~~~~~~~~

Digital Asset Fund Administration - Nilesh Sudrania - Formidium

This episode features Nilesh Sudrania, Founder and CEO of Formiduim. We discuss fund administration for digital asset funds and the nuances associated with doing so.

 

Connect with Nilesh and Formidium:

Website: https://formidium.com/

Nilesh's LinkedIn: https://www.linkedin.com/in/nileshsudrania/

 

This video is for educational purposes only.

 

Time Stamps:

00:00 Opener

00:30 Nilesh’s story

03:40 Formidium’s Services, Client base

07:40 Competition and Fund administration landscape

09:19 Future of Fund administration; does it include blockchain?

11:20 Consideration for crypto fund when choosing a fund administrator

13:42 New funds - what should to think about when talking to a fund administrator

17:30 fund administration pricing

17:53 Exchange API data feed issues

20:27 fund administration for defi funds

22:57 In-kind transactions

24:18 how was the downmarket impacted clients

26:55 Advice for a new fund manager

30:20 where to connect with Formidium and Nilesh

~~~~~~~~~~~~~~~~~

Fund administration is important for an alternative investment fund for several reasons:

Compliance: Fund administration helps ensure that a fund is in compliance with all relevant laws, regulations, and reporting requirements, which can vary depending on the fund's structure, investment strategy, and jurisdiction.

Accounting: Fund administration provides accurate and timely financial reporting, which is critical for investors and regulators to assess the fund's performance, risk exposure, and compliance with investment mandates and guidelines.

Risk Management: Fund administration helps to manage and mitigate risk by monitoring investments, cash flows, and fund performance, and by ensuring that all necessary controls, procedures, and reporting are in place.

Investor Relations: Fund administration plays a key role in supporting investor relations by providing timely and accurate information to investors, managing investor communications and reporting, and ensuring that investors receive the information they need to make informed decisions.

Operations: Fund administration helps to streamline the operational processes of a fund, from trade settlement and reconciliation, to securities lending and collateral management, to performance calculation and reporting.

Transparency: Fund administration helps to promote transparency by providing regular and accurate reporting on the fund's performance, holdings, and risks, which can help to increase investor confidence and support the fund's reputation.

~~~~~~~~~~~~~~~~~

Starting a fund? How do you start a hedge fund? Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds and other forms of alternative investment funds.

 

Digital Asset Fund Administration - Nilesh Sudrania - Formidium

Fund platforms

Hedge fund platforms

Venture Capital Fund Platforms

CTA Platforms

investment fund

fund manager

alternative investments

digital asset funds

Paul Sylvia

ARB Fund Management

Mike Schroeder

starting a new fund

how to start a hedge fund

how to start a crypto fund

how to start a digital asset fund

how to start an alternative investment fund

hedge fund lawyers

crypto fund lawyers

New Fund Manager

Investment management

#hedgefunds #legal #crypto #digitalassets #vc #funds #investment #investments #finance #nfts #alternativeinvestments #venturecapital #finance #lawyer #caymanisland #bvi #compliance #institutionaltrading #investmentmanagement #cryptofund #digitalassetinvestor #digitalassetmanagement #defi #FundAdministration #DigitalAssetFunds #HedgeFunds #venturecapital  #VentureCapital #Finance #doa

]]> Tue, 28 Feb 2023 02:59:29 +0000 mike.schroeder449@gmail.com (Nilesh Sudrania, Mike Schroeder) https://altfunds.io/episodes/08-Y5c9uiod Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

 

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

~~~~~~~~~~~~~~~~~

Digital Asset Fund Administration - Nilesh Sudrania - Formidium

This episode features Nilesh Sudrania, Founder and CEO of Formiduim. We discuss fund administration for digital asset funds and the nuances associated with doing so.

 

Connect with Nilesh and Formidium:

Website: https://formidium.com/

Nilesh's LinkedIn: https://www.linkedin.com/in/nileshsudrania/

 

This video is for educational purposes only.

 

Time Stamps:

00:00 Opener

00:30 Nilesh’s story

03:40 Formidium’s Services, Client base

07:40 Competition and Fund administration landscape

09:19 Future of Fund administration; does it include blockchain?

11:20 Consideration for crypto fund when choosing a fund administrator

13:42 New funds - what should to think about when talking to a fund administrator

17:30 fund administration pricing

17:53 Exchange API data feed issues

20:27 fund administration for defi funds

22:57 In-kind transactions

24:18 how was the downmarket impacted clients

26:55 Advice for a new fund manager

30:20 where to connect with Formidium and Nilesh

~~~~~~~~~~~~~~~~~

Fund administration is important for an alternative investment fund for several reasons:

Compliance: Fund administration helps ensure that a fund is in compliance with all relevant laws, regulations, and reporting requirements, which can vary depending on the fund's structure, investment strategy, and jurisdiction.

Accounting: Fund administration provides accurate and timely financial reporting, which is critical for investors and regulators to assess the fund's performance, risk exposure, and compliance with investment mandates and guidelines.

Risk Management: Fund administration helps to manage and mitigate risk by monitoring investments, cash flows, and fund performance, and by ensuring that all necessary controls, procedures, and reporting are in place.

Investor Relations: Fund administration plays a key role in supporting investor relations by providing timely and accurate information to investors, managing investor communications and reporting, and ensuring that investors receive the information they need to make informed decisions.

Operations: Fund administration helps to streamline the operational processes of a fund, from trade settlement and reconciliation, to securities lending and collateral management, to performance calculation and reporting.

Transparency: Fund administration helps to promote transparency by providing regular and accurate reporting on the fund's performance, holdings, and risks, which can help to increase investor confidence and support the fund's reputation.

~~~~~~~~~~~~~~~~~

Starting a fund? How do you start a hedge fund? Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds and other forms of alternative investment funds.

 

Digital Asset Fund Administration - Nilesh Sudrania - Formidium

Fund platforms

Hedge fund platforms

Venture Capital Fund Platforms

CTA Platforms

investment fund

fund manager

alternative investments

digital asset funds

Paul Sylvia

ARB Fund Management

Mike Schroeder

starting a new fund

how to start a hedge fund

how to start a crypto fund

how to start a digital asset fund

how to start an alternative investment fund

hedge fund lawyers

crypto fund lawyers

New Fund Manager

Investment management

#hedgefunds #legal #crypto #digitalassets #vc #funds #investment #investments #finance #nfts #alternativeinvestments #venturecapital #finance #lawyer #caymanisland #bvi #compliance #institutionaltrading #investmentmanagement #cryptofund #digitalassetinvestor #digitalassetmanagement #defi #FundAdministration #DigitalAssetFunds #HedgeFunds #venturecapital  #VentureCapital #Finance #doa

]]> How does Fund Administration Work for Digital Asset Funds Nilesh Sudrania, Mike Schroeder 00:31:08 Digital Asset Fund Administration - Nilesh Sudrania - Formidium This episode features Nilesh Sudrania, Founder and CEO of Formiduim. We discuss fund administration for digital asset funds and the nuances associated with doing so. Digital Asset Fund Administration - Nilesh Sudrania - Formidium This episode features Nilesh Sudrania, Founder and CEO of Formiduim. We discuss fund administration for digital asset funds and the nuances associated with doing so. how to invest in a hedge fund, asset management, fund administration for hedge funds, nilesh sudrania, how to start a hedge fund, fund administration for crypto funds, fund administration for venture capital funds, hedge fund aml, mike schroeder, aml for crypto funds, hege funds, fund lawyers, how do i start a crypto fund, institutional investors, investing in crypto, institutions in crypto, fund administration, how does a hedge fund work, how to start a fund, launch a fund true full 8 326629f3-747b-4821-ba47-783fbd393379 Digital Asset Lending for Hedge Funds and Institutions Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

 

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

 

~~~~~~~~~~~~~~~~~

Connect with Maxim and CoinLoan:

Website: https://coinloan.io/

Email Max: mshilo@coinloan.io

Max's Telegram: @maximili0n

 

This episode features Maxim Shilo, Chief Opportunity Hunter at CoinLoan.

We discuss why and how digital asset loans are taken as well as considerations when lending or borrowing Digital Assets.

This video is for educational purposes only.

 

Timestamps

00:00 Intro

01:49 Max's Background and how he ended up at Coinloan

03:47 Services offered by Coinloan

05:53 Types of crypto loans and clients of Coinloan

08:13 Corporate crypto loans

12:12 What crypto tokens are investors borrowing

13:39 Coinloans competitive edge

16:31Crypto Lending Industry overview

20:35 What factors should investors consider when lending crypto

21:47 What factors should investors consider when borrowing crypto

23:15 Advice for someone launching a new fund

24:12 Where to go to connect with Max and Coinloan

~~~~~~~~~~~~~~~~~

Crypto funds may lend or borrow digital assets for a variety of reasons, including but not limited to:

1. Trading strategies: A crypto fund may lend out its digital assets to generate additional income, or borrow digital assets to enter into short positions. This is a common way for traders to profit from market movements.

2. Liquidity management: A crypto fund may lend or borrow digital assets to manage its liquidity position. For example, if a fund has an influx of redemptions, it may need to borrow assets to meet those obligations, or lend out assets to maintain its cash reserve.

3. Market making: A crypto fund may lend or borrow digital assets to provide liquidity to the market, a process known as market making. By doing so, the fund can earn a spread between the borrowing and lending rates.

4. Margin trading: A crypto fund may lend or borrow digital assets to participate in margin trading, where they trade with leverage. The fund would borrow assets to increase their buying power and increase their potential returns, but also increase their risk.

It's important to note that lending and borrowing digital assets involves risks, including counterparty risk (the risk of the borrower defaulting on their obligation), price volatility risk, and regulatory risk. Therefore, it's important for crypto funds to carefully consider these risks and have appropriate risk management strategies in place before engaging in these activities.

~~~~~~~~~~~~~~~~~

Starting a fund? How do you start a hedge fund? Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds and other forms of alternative investment funds.

 

Digital Asset Lending

Max Shilo

Coinloan

Fund platforms

Crypto Fund Lending

Leding and Borrowing digital assets

Institutions that are lending and borrowing in crypto

Venture Capital Fund

investment fund

fund manager

alternative investments

digital asset funds

Mike Schroeder

starting a new fund

how to start a hedge fund

how to start a crypto fund

how to start a digital asset fund

how to start an alternative investment fund

hedge fund lawyers

crypto fund lawyers

New Fund Manager

Investment management

#hedgefunds #legal #crypto #digitalassets #vc #funds #investment #investments #finance #nfts #alternativeinvestments #venturecapital #finance #lawyer #caymanisland #bvi #compliance #institutionaltrading #investmentmanagement #cryptofund #digitalassetinvestor #digitalassetmanagement #defi #cryptolending

]]> Tue, 28 Feb 2023 02:52:58 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/07-kT61l6CN Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

 

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

 

~~~~~~~~~~~~~~~~~

Connect with Maxim and CoinLoan:

Website: https://coinloan.io/

Email Max: mshilo@coinloan.io

Max's Telegram: @maximili0n

 

This episode features Maxim Shilo, Chief Opportunity Hunter at CoinLoan.

We discuss why and how digital asset loans are taken as well as considerations when lending or borrowing Digital Assets.

This video is for educational purposes only.

 

Timestamps

00:00 Intro

01:49 Max's Background and how he ended up at Coinloan

03:47 Services offered by Coinloan

05:53 Types of crypto loans and clients of Coinloan

08:13 Corporate crypto loans

12:12 What crypto tokens are investors borrowing

13:39 Coinloans competitive edge

16:31Crypto Lending Industry overview

20:35 What factors should investors consider when lending crypto

21:47 What factors should investors consider when borrowing crypto

23:15 Advice for someone launching a new fund

24:12 Where to go to connect with Max and Coinloan

~~~~~~~~~~~~~~~~~

Crypto funds may lend or borrow digital assets for a variety of reasons, including but not limited to:

1. Trading strategies: A crypto fund may lend out its digital assets to generate additional income, or borrow digital assets to enter into short positions. This is a common way for traders to profit from market movements.

2. Liquidity management: A crypto fund may lend or borrow digital assets to manage its liquidity position. For example, if a fund has an influx of redemptions, it may need to borrow assets to meet those obligations, or lend out assets to maintain its cash reserve.

3. Market making: A crypto fund may lend or borrow digital assets to provide liquidity to the market, a process known as market making. By doing so, the fund can earn a spread between the borrowing and lending rates.

4. Margin trading: A crypto fund may lend or borrow digital assets to participate in margin trading, where they trade with leverage. The fund would borrow assets to increase their buying power and increase their potential returns, but also increase their risk.

It's important to note that lending and borrowing digital assets involves risks, including counterparty risk (the risk of the borrower defaulting on their obligation), price volatility risk, and regulatory risk. Therefore, it's important for crypto funds to carefully consider these risks and have appropriate risk management strategies in place before engaging in these activities.

~~~~~~~~~~~~~~~~~

Starting a fund? How do you start a hedge fund? Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds and other forms of alternative investment funds.

 

Digital Asset Lending

Max Shilo

Coinloan

Fund platforms

Crypto Fund Lending

Leding and Borrowing digital assets

Institutions that are lending and borrowing in crypto

Venture Capital Fund

investment fund

fund manager

alternative investments

digital asset funds

Mike Schroeder

starting a new fund

how to start a hedge fund

how to start a crypto fund

how to start a digital asset fund

how to start an alternative investment fund

hedge fund lawyers

crypto fund lawyers

New Fund Manager

Investment management

#hedgefunds #legal #crypto #digitalassets #vc #funds #investment #investments #finance #nfts #alternativeinvestments #venturecapital #finance #lawyer #caymanisland #bvi #compliance #institutionaltrading #investmentmanagement #cryptofund #digitalassetinvestor #digitalassetmanagement #defi #cryptolending

]]> Digital Asset Lending for Hedge Funds and Institutions Mike Schroeder & Skyler Steinke 00:25:01 This episode features Maxim Shilo, Chief Opportunity Hunter at CoinLoan. We discuss why and how digital asset loans are taken as well as considerations when lending or borrowing Digital Assets. This episode features Maxim Shilo, Chief Opportunity Hunter at CoinLoan. We discuss why and how digital asset loans are taken as well as considerations when lending or borrowing Digital Assets. crypto, should i lend digital assets, crypto lending, how to start a hedge fund, institutional crypto lending, lending to hedge funds, digital asset funds, digital assets, how to ledge digital assets safely, digital asset lending, crypto funds, institutions lending in crypto, hedge funds true full 7 f79644a8-1b97-4d53-9785-08322cf57e55 How to Perform Due Diligence When Investing in Crypto Funds Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

 

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Connect with Quentin and perfORM Due Diligence Services Limited

Website: https://www.performdd.com/

Telegram: @qreplicantsaint

Email: Quentin.Thom@performdd.com

LinkedIn: https://www.linkedin.com/company/performdd/

 

This episode features Quentin Thom of Perform Due Diligence. Perform Due Diligence provides operational due diligence for hedge funds, investors, service providers and more:

- What considerations do investors have when they're considering investing in a hedge fund?

- What should crypto funds be thinking about when onboarding limited partners (LP's).

- Limited partners (LP's) investing in crypto funds.

- How to start a hedge fund the proper way.

- Custody of digital assets.

- Investing in crypto funds.

 

Timestamps:

00:00 Intro

00:41 Quentin Thom's background and the story of Perform Due Diligence (performDD)

5:02 What services does Perform Due Diligence Offer

12:00 Perform Due Diligence offering for Investment Managers

16:09 When should a fund manager be thinking about due diligence services. What size should a hedge fund be for due diligence services. What size should a venture capital fund be thinking about due diligence services.

19:01 Consideration for Investment Managers when hiring third party service providers

22:40 A walk through of the due diligence project for a hedge fund.

26:42 Due diligence process for a crypto fund. What investors care about when investing in a crypto fund.

31:42 Advice for a new fund manager when it comes to investor due diligence

34:28 Where to go to connect with Quentin Thom and Perform Due Diligence.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Due diligence is a critical part of investing in alternative investment funds, as these types of funds can be complex and carry higher levels of risk compared to traditional investments. Here are some steps that an investor can take to do their due diligence:

1. Research the fund and its management team: Investors should research the fund's history, investment strategy, track record, and the experience and qualifications of the fund's management team. This can help to assess the likelihood of the fund achieving its investment objectives.

2. Review the fund's documents: Investors should carefully review the fund's offering documents, such as the private placement memorandum, subscription agreement, and operating agreement, to understand the fund's investment strategy, risks, fees, and liquidity terms.

3. Assess the fund's portfolio and performance: Investors should examine the fund's portfolio to understand the types of investments it holds and their potential risks and returns. They should also review the fund's historical performance, including its returns and volatility, to determine its suitability for their investment objectives.

4. Evaluate the fund's structure and governance: Investors should understand the fund's structure and governance, including the roles and responsibilities of the fund's management team, board of directors, and service providers. This can help to assess the transparency and accountability of the fund.

5. Consider the fund's regulatory environment: Investors should consider the regulatory environment in which the fund operates, including the laws and regulations that govern the fund and its investments. They should also review the fund's compliance record to ensure that it has a history of complying with regulations.

6. Seek professional advice: Finally, investors may want to seek the advice of a financial advisor or attorney to help them navigate the due diligence process and assess the suitability of the fund for their investment goals.

Summary: Overall, due diligence is an important part of the investment process for alternative investment funds, as it helps to ensure that investors understand the risks and rewards of their investments.

Starting a fund? Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Digital asset funds may have a more difficult time finding digital asset fund lawyers, digital asset fund auditors, digital asset fund custodians, digital asset fund fund administrators, digital asset fund offshore directors - Alt Funds can help you to find the right services providers.

]]> Tue, 28 Feb 2023 02:47:59 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/04-5HFKIvI7 Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

 

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Connect with Quentin and perfORM Due Diligence Services Limited

Website: https://www.performdd.com/

Telegram: @qreplicantsaint

Email: Quentin.Thom@performdd.com

LinkedIn: https://www.linkedin.com/company/performdd/

 

This episode features Quentin Thom of Perform Due Diligence. Perform Due Diligence provides operational due diligence for hedge funds, investors, service providers and more:

- What considerations do investors have when they're considering investing in a hedge fund?

- What should crypto funds be thinking about when onboarding limited partners (LP's).

- Limited partners (LP's) investing in crypto funds.

- How to start a hedge fund the proper way.

- Custody of digital assets.

- Investing in crypto funds.

 

Timestamps:

00:00 Intro

00:41 Quentin Thom's background and the story of Perform Due Diligence (performDD)

5:02 What services does Perform Due Diligence Offer

12:00 Perform Due Diligence offering for Investment Managers

16:09 When should a fund manager be thinking about due diligence services. What size should a hedge fund be for due diligence services. What size should a venture capital fund be thinking about due diligence services.

19:01 Consideration for Investment Managers when hiring third party service providers

22:40 A walk through of the due diligence project for a hedge fund.

26:42 Due diligence process for a crypto fund. What investors care about when investing in a crypto fund.

31:42 Advice for a new fund manager when it comes to investor due diligence

34:28 Where to go to connect with Quentin Thom and Perform Due Diligence.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Due diligence is a critical part of investing in alternative investment funds, as these types of funds can be complex and carry higher levels of risk compared to traditional investments. Here are some steps that an investor can take to do their due diligence:

1. Research the fund and its management team: Investors should research the fund's history, investment strategy, track record, and the experience and qualifications of the fund's management team. This can help to assess the likelihood of the fund achieving its investment objectives.

2. Review the fund's documents: Investors should carefully review the fund's offering documents, such as the private placement memorandum, subscription agreement, and operating agreement, to understand the fund's investment strategy, risks, fees, and liquidity terms.

3. Assess the fund's portfolio and performance: Investors should examine the fund's portfolio to understand the types of investments it holds and their potential risks and returns. They should also review the fund's historical performance, including its returns and volatility, to determine its suitability for their investment objectives.

4. Evaluate the fund's structure and governance: Investors should understand the fund's structure and governance, including the roles and responsibilities of the fund's management team, board of directors, and service providers. This can help to assess the transparency and accountability of the fund.

5. Consider the fund's regulatory environment: Investors should consider the regulatory environment in which the fund operates, including the laws and regulations that govern the fund and its investments. They should also review the fund's compliance record to ensure that it has a history of complying with regulations.

6. Seek professional advice: Finally, investors may want to seek the advice of a financial advisor or attorney to help them navigate the due diligence process and assess the suitability of the fund for their investment goals.

Summary: Overall, due diligence is an important part of the investment process for alternative investment funds, as it helps to ensure that investors understand the risks and rewards of their investments.

Starting a fund? Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Digital asset funds may have a more difficult time finding digital asset fund lawyers, digital asset fund auditors, digital asset fund custodians, digital asset fund fund administrators, digital asset fund offshore directors - Alt Funds can help you to find the right services providers.

]]> How to Perform Due Diligence When Investing in Crypto Funds Mike Schroeder & Skyler Steinke 00:35:14 This episode features Quentin Thom of Perform Due Diligence. Perform Due Diligence provides operational due diligence for hedge funds, investors, service providers and more: - What considerations do investors have when they're considering investing in a hedge fund? - What should crypto funds be thinking about when onboarding limited partners (LP's). - Limited partners (LP's) investing in crypto funds. - How to start a hedge fund the proper way. - Custody of digital assets. - Investing in crypto funds. This episode features Quentin Thom of Perform Due Diligence. Perform Due Diligence provides operational due diligence for hedge funds, investors, service providers and more: - What considerations do investors have when they're considering investing in a hedge fund? - What should crypto funds be thinking about when onboarding limited partners (LP's). - Limited partners (LP's) investing in crypto funds. - How to start a hedge fund the proper way. - Custody of digital assets. - Investing in crypto funds. quentin thom, how to start a crypto fund, perform due diligence, is it safe to invest in a digital assets, how to start a digital asset fund, due diligence for hedge funds, how to start a hedge fund, questions to ask when investing in a fund, due diligence for digital asset funds, mike schroeder, how to safely investing in a hedge fund, should i investing in a crypto fund, investing in a crypto fund, what to ask when making an investment, how to safely invest in crypo, performdd true full 4 f4dc27d1-7ae7-43b2-b72f-8c514a1500b1 Auditing Digital Asset Funds and How to Value Crypto / NFTs Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

 

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

 

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

This episode features Ben Tenenbaum of Marcum LLP. Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals.

 

Learn more about Marcum and connect with Ben:

- website: https://www.marcumllp.com/

- LI: https://www.linkedin.com/in/benjamin-tenenbaum-cpa-633622b5

- Email: Benjamin.Tenenbaum@marcumllp.com

- Telegram: @bmt211

 

This video is for educational purposes only.

 

Timestamps

00:00 Intro to the Alt Funds Investment Podcast

00:30 Ben Tenenbaum's background

04:34 Services offered by Marcum LLP

06:30 What type of funds does Marcum LLP work with (type of funds, size of funds, domicile of funds)

07:05 Marcum on running nodes

07:53 What is the role of an auditor for alternative investment funds

13:16 Valuing for cryptoassets for digital asset hedge funds

17:35 SEC registered digital asset funds - when is a fund required to register with the SEC

19:47 When is a fund required to be audited

20:46 Complications when auditing digital asset funds. Complications when auditing crypto funds.

23:00 How do you value NFTs. How do crypto funds value their NFT's.

26:04 Advice for someone launching a new hege fund. Advice for someone launching a new crypto fund.

28:28 Where to connect with Marcum LLP and Ben Tenenbaum

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

An auditor is important for a digital asset fund for several reasons:

Transparency and accountability: An auditor provides an independent assessment of the financial statements and operations of a digital asset fund. This helps to increase transparency and accountability, and gives investors confidence in the accuracy of the fund's financial reports.

Compliance with regulations: In many jurisdictions, digital asset funds are subject to financial regulations that require regular audits. An auditor can ensure that the fund is complying with these regulations and can provide assurance that the fund is operating in a lawful and ethical manner.

Identification of risks and fraud: An auditor can identify potential risks and vulnerabilities in the fund's operations, such as fraud, market risk, and operational risk. By identifying these risks, the auditor can help the fund to take proactive steps to mitigate them.

Improved financial performance: An auditor can provide valuable insights into the fund's financial performance, helping the fund to identify areas for improvement and to optimize its operations for better results.

Overall, an auditor plays a critical role in maintaining the integrity and credibility of a digital asset fund, and helps to protect the interests of investors.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

 

Starting a fund? How do you start a hedge fund? Connecting with an auditor is one of the first steps. Auditors for crypto hedge funds are a key for success from the start. Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Digital asset funds may have a more difficult time finding digital asset fund lawyers, digital asset fund auditors, digital asset fund custodians, digital asset fund fund administrators, digital asset fund offshore directors - Alt Funds can help you to find the right services providers. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds, real estate funds, SPV's and other forms of alternative investment funds.

 

Auditing Digital Asset Funds - Ben Tenenbaum - Marcum LLP

Cryptoasset auditors

Auditing hedge funds

How to audit hedge funds

How to audit crypto funds

How to audit venture capital funds

How do you value NFT's

How to value NFTs

How to start a hedge fund

How to start a crypto fund

How to start a digital asset fund

When to audit hedge funds

Digital Asset Prime Brokers

fund manager

alternative investments

digital asset funds

How to start a crypto fund

How to start a hedge fund

New Fund Manager

Mike Schroeder, CFA

Alt FundsInvestment Podcast

Funds Investment Podcast

#hedgefunds #audit #crypto #digitalassets #vc #nfts #cryptoventurecapitalfunds #investments #finance #howtostartahedgefund #howtostartacryptofund #howtoinvestinalternativeinvestments #alternativeinvestments

]]> Tue, 28 Feb 2023 02:46:44 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/06-9jQqOM6k Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

 

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

 

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

This episode features Ben Tenenbaum of Marcum LLP. Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals.

 

Learn more about Marcum and connect with Ben:

- website: https://www.marcumllp.com/

- LI: https://www.linkedin.com/in/benjamin-tenenbaum-cpa-633622b5

- Email: Benjamin.Tenenbaum@marcumllp.com

- Telegram: @bmt211

 

This video is for educational purposes only.

 

Timestamps

00:00 Intro to the Alt Funds Investment Podcast

00:30 Ben Tenenbaum's background

04:34 Services offered by Marcum LLP

06:30 What type of funds does Marcum LLP work with (type of funds, size of funds, domicile of funds)

07:05 Marcum on running nodes

07:53 What is the role of an auditor for alternative investment funds

13:16 Valuing for cryptoassets for digital asset hedge funds

17:35 SEC registered digital asset funds - when is a fund required to register with the SEC

19:47 When is a fund required to be audited

20:46 Complications when auditing digital asset funds. Complications when auditing crypto funds.

23:00 How do you value NFTs. How do crypto funds value their NFT's.

26:04 Advice for someone launching a new hege fund. Advice for someone launching a new crypto fund.

28:28 Where to connect with Marcum LLP and Ben Tenenbaum

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

An auditor is important for a digital asset fund for several reasons:

Transparency and accountability: An auditor provides an independent assessment of the financial statements and operations of a digital asset fund. This helps to increase transparency and accountability, and gives investors confidence in the accuracy of the fund's financial reports.

Compliance with regulations: In many jurisdictions, digital asset funds are subject to financial regulations that require regular audits. An auditor can ensure that the fund is complying with these regulations and can provide assurance that the fund is operating in a lawful and ethical manner.

Identification of risks and fraud: An auditor can identify potential risks and vulnerabilities in the fund's operations, such as fraud, market risk, and operational risk. By identifying these risks, the auditor can help the fund to take proactive steps to mitigate them.

Improved financial performance: An auditor can provide valuable insights into the fund's financial performance, helping the fund to identify areas for improvement and to optimize its operations for better results.

Overall, an auditor plays a critical role in maintaining the integrity and credibility of a digital asset fund, and helps to protect the interests of investors.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

 

Starting a fund? How do you start a hedge fund? Connecting with an auditor is one of the first steps. Auditors for crypto hedge funds are a key for success from the start. Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Digital asset funds may have a more difficult time finding digital asset fund lawyers, digital asset fund auditors, digital asset fund custodians, digital asset fund fund administrators, digital asset fund offshore directors - Alt Funds can help you to find the right services providers. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds, real estate funds, SPV's and other forms of alternative investment funds.

 

Auditing Digital Asset Funds - Ben Tenenbaum - Marcum LLP

Cryptoasset auditors

Auditing hedge funds

How to audit hedge funds

How to audit crypto funds

How to audit venture capital funds

How do you value NFT's

How to value NFTs

How to start a hedge fund

How to start a crypto fund

How to start a digital asset fund

When to audit hedge funds

Digital Asset Prime Brokers

fund manager

alternative investments

digital asset funds

How to start a crypto fund

How to start a hedge fund

New Fund Manager

Mike Schroeder, CFA

Alt FundsInvestment Podcast

Funds Investment Podcast

#hedgefunds #audit #crypto #digitalassets #vc #nfts #cryptoventurecapitalfunds #investments #finance #howtostartahedgefund #howtostartacryptofund #howtoinvestinalternativeinvestments #alternativeinvestments

]]> Auditing Digital Asset Funds and How to Value Crypto / NFTs Mike Schroeder & Skyler Steinke 00:29:03 This episode features Ben Tenenbaum of Marcum LLP. Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals. This episode features Ben Tenenbaum of Marcum LLP. Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals. how to audit a hedge fund, marcum llp, how do you value illiquid assets, auditing venture capital funds, taxes for crypto, auditing crypto funds, audit, nft's, when does a crypto fund need to have an audit, crypto vc funds, mike schroeder, when does a hedge fund need to be audited, nft, how to value an nft, how to audit digital asset funds, ben tenenbaum, how do you value liquid assets, how to audit a crypto fund, how to find an auditor, marcum audit, taxes for digital assets true full 6 8b03ec89-2bdd-42f8-a7b2-59537ef144b6 Lawyer for Crypto Funds - How to Setup a Fund Properly Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

 

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

~~~~~~~~~~~~~~~~~

Connect with Kevin and Cott Law:

https://cottlawgroup.com/

 

This episode features Kevin Cott of Cott Law Group. We discuss a lawyers role in fund setup and the the landscape of fund legal provides. We answer the following questions:

- How to start a crypto fund

- Advice for someone starting a fund

- Different fund structures from a lawyer

- Cayman Funds and BVI funds. What is the difference between a Cayman Fund and a BVI fund.

- Can a us fund manager trade using offshore exchanges

- What does the legal industry look like for alternative funds

 

This Video is for educational purposes only.

 

Timestamps:

00:00 Intro

00:30 Kevin's background and starting Cott Law Group

1:24 Services offered by Cott Law Group

2:34 What ongoing work does a lawyer do for hedge funds. What ongoing work does a lawyer do for crypto hedge funds.

3:47 What are the key factors to consider when starting a fund. What are the key factors to consider when starting a crypto fund.

5:41 Should you start a US fund or an offshore fund

7:01 What's the difference between a Cayman Fund and a BVI Fund

8:16 What is the difference between a mini master fund and a master-feeder fund

10:49 Can a us investor trade on offshore crypto exchange

14:30 Legal industry for alternative investment funds

15:54 Fund Lawyers and Fund Compliance.

17:07 Types of fund that fund lawyers are seeing

18:37 General Advice from a lawyer about starting a fund

19:36 Where to connect with Kevin and Cott Law Group

~~~~~~~~~~~~~~~~~

 

A lawyer is important for a crypto hedge fund because they provide critical legal guidance and support in a rapidly evolving and complex regulatory environment. A lawyer can help the hedge fund ensure compliance with relevant laws and regulations, protect the fund's interests and assets, and provide strategic advice on investment opportunities and risk management. A lawyer can also assist with contract negotiations, dispute resolution, and other legal issues that may arise. Having a knowledgeable and experienced lawyer can help a crypto hedge fund operate with greater confidence and security, and can ultimately contribute to the success and growth of the fund.

 

Starting a fund? How do you start a hedge fund? Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds and other forms of alternative investment funds.

 

Legal Services for Crypto Funds (hedge / VC) - Kevin Cott - Cott Law Group

The Legal Side of Digital Asset Funds

lawyer for crypto hedge fund

investment fund

fund manager

alternative investments

digital asset funds

Cott Law

Kevin Cott

Mike Schroeder

starting a new fund

how to start a hedge fund

how to start a crypto fund

how to start a digital asset fund

how to start an alternative investment fund

hedge fund lawyers

crypto fund lawyers

New Fund Manager

Investment management

#hedgefunds #legal #crypto #digitalassets #vc #funds #investment #investments #finance #nfts #alternativeinvestments #venturecapital #finance #lawyer #caymanisland #bvi #compliance #institutionaltrading #investmentmanagement

]]> Tue, 28 Feb 2023 02:38:44 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/05-M0EuOK1m Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

 

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

~~~~~~~~~~~~~~~~~

Connect with Kevin and Cott Law:

https://cottlawgroup.com/

 

This episode features Kevin Cott of Cott Law Group. We discuss a lawyers role in fund setup and the the landscape of fund legal provides. We answer the following questions:

- How to start a crypto fund

- Advice for someone starting a fund

- Different fund structures from a lawyer

- Cayman Funds and BVI funds. What is the difference between a Cayman Fund and a BVI fund.

- Can a us fund manager trade using offshore exchanges

- What does the legal industry look like for alternative funds

 

This Video is for educational purposes only.

 

Timestamps:

00:00 Intro

00:30 Kevin's background and starting Cott Law Group

1:24 Services offered by Cott Law Group

2:34 What ongoing work does a lawyer do for hedge funds. What ongoing work does a lawyer do for crypto hedge funds.

3:47 What are the key factors to consider when starting a fund. What are the key factors to consider when starting a crypto fund.

5:41 Should you start a US fund or an offshore fund

7:01 What's the difference between a Cayman Fund and a BVI Fund

8:16 What is the difference between a mini master fund and a master-feeder fund

10:49 Can a us investor trade on offshore crypto exchange

14:30 Legal industry for alternative investment funds

15:54 Fund Lawyers and Fund Compliance.

17:07 Types of fund that fund lawyers are seeing

18:37 General Advice from a lawyer about starting a fund

19:36 Where to connect with Kevin and Cott Law Group

~~~~~~~~~~~~~~~~~

 

A lawyer is important for a crypto hedge fund because they provide critical legal guidance and support in a rapidly evolving and complex regulatory environment. A lawyer can help the hedge fund ensure compliance with relevant laws and regulations, protect the fund's interests and assets, and provide strategic advice on investment opportunities and risk management. A lawyer can also assist with contract negotiations, dispute resolution, and other legal issues that may arise. Having a knowledgeable and experienced lawyer can help a crypto hedge fund operate with greater confidence and security, and can ultimately contribute to the success and growth of the fund.

 

Starting a fund? How do you start a hedge fund? Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds and other forms of alternative investment funds.

 

Legal Services for Crypto Funds (hedge / VC) - Kevin Cott - Cott Law Group

The Legal Side of Digital Asset Funds

lawyer for crypto hedge fund

investment fund

fund manager

alternative investments

digital asset funds

Cott Law

Kevin Cott

Mike Schroeder

starting a new fund

how to start a hedge fund

how to start a crypto fund

how to start a digital asset fund

how to start an alternative investment fund

hedge fund lawyers

crypto fund lawyers

New Fund Manager

Investment management

#hedgefunds #legal #crypto #digitalassets #vc #funds #investment #investments #finance #nfts #alternativeinvestments #venturecapital #finance #lawyer #caymanisland #bvi #compliance #institutionaltrading #investmentmanagement

]]> Lawyer for Crypto Funds - How to Setup a Fund Properly Mike Schroeder & Skyler Steinke 00:20:30 This episode features Kevin Cott of Cott Law Group. We discuss a lawyers role in fund setup and the the landscape of fund legal provides. We answer the following questions: - How to start a crypto fund - Advice for someone starting a fund - Different fund structures from a lawyer - Cayman Funds and BVI funds. What is the difference between a Cayman Fund and a BVI fund. - Can a us fund manager trade using offshore exchanges - What does the legal industry look like for alternative funds This episode features Kevin Cott of Cott Law Group. We discuss a lawyers role in fund setup and the the landscape of fund legal provides. We answer the following questions: - How to start a crypto fund - Advice for someone starting a fund - Different fund structures from a lawyer - Cayman Funds and BVI funds. What is the difference between a Cayman Fund and a BVI fund. - Can a us fund manager trade using offshore exchanges - What does the legal industry look like for alternative funds how to start a crypto fund, kevin cott, starting a fund, alternative investments, mike schroeder podcast, digital asset funds of the legal side, how to start a hedge fund, digital asset funds, mike schroeder, investment, the legal side of digital asset funds, fund manager, starting a crypto fund, starting a hedge fund, funds investment podcast, crypto fund lawyers, crypto funds, cott law, starting a crypto venture capital fund, security tokens true full 5 ce602320-8553-482a-92e0-7dd946921a74 Should You Use a Fund Platform to Start a Fund - Crypto Funds Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

~~~~~~~~~~~~~~~~~

Connect with Paul and 4Alts:

Traditional Funds - 4Alts website (hedge funds & CTA's):

                               https://4alts.com/

Crypto / Digital Asset Funds - ARBRM website:

                               https://www.arb-tg.com/alternative-investments/

 

This interview features Paul Sylvia of 4Alts. 4Alts is turnkey digital platform for emerging alternative funds. We discuss:

- What a fund platform does

- What type of investment manager a fund platform is right for

- The advantages of disadvantages of using a fund platform

- The landscape of fund platforms. An overview of the fund platform industry and the different players involved.

- How to incubate a fund or alternative investment vehicle

- When would incubation be beneficial for an investment manager

- What fund strategies are entering the market

- What strategies and what personality types are most successful when launching a fund

- Advice for someone launching a new fund strategy

 

This video is for educational purposes only.

 

Timestamps

00:00 Intro

00:47 Paul Sylvia's background and what lead him to create 4Alts (4Alts eventually becomes ARB Fund Management)

06:59 Services offered by ARB Fund Management

9:37 Summary of ARB Fund Management Services

15:58 Cost of fund platforms vs the cost of independent setup

18:03 The disadvantages of fund platforms

21:27 Competitive landscape for fund platforms

23:41 How to incubate a fund

25:41 What fund strategies are coming to the market

31:22 What it takes to run a successful investment strategy

33:51 Crypto Fund of Fund offering

37:08 What advice would you give to someone starting a new fund

39:21 Where to go to connect with ARB Fund Management

 

~~~~~~~~~~~~~~~~~

Fund platforms are designed to provide investment managers with an easy way to start, run and operate a fund vehicle (crypto funds, hedge funds, venture capital funds, CTA's, SPV's and other forms of fund vehicles). Services may very but they often provide fund legal services (setup and on-going legal work), fund administration, audit and advice all under one roof.

Why would someone use a fund platform? Often, Investment managers are great traders or capital allocators, but they are not familiar with the operational aspects of running a fund. Fund platforms can help make things easier by covering the backend of fund operations.

 

Starting a fund? How do you start a hedge fund? Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds and other forms of alternative investment funds.

 

Fund Platforms - Paul Sylvia of 4Alts

Fund platforms

Hedge fund platforms

Venture Capital Fund Platforms

CTA Platforms

investment fund

fund manager

alternative investments

digital asset funds

Paul Sylvia

ARB Fund Management

Mike Schroeder

starting a new fund

how to start a hedge fund

how to start a crypto fund

how to start a digital asset fund

how to start an alternative investment fund

hedge fund lawyers

crypto fund lawyers

New Fund Manager

Investment management

#hedgefunds #legal #crypto #digitalassets #vc #funds #investment #investments #finance #nfts #alternativeinvestments #venturecapital #finance #lawyer #caymanisland #bvi #compliance #institutionaltrading #investmentmanagement #cryptofund #digitalassetinvestor #digitalassetmanagement #defi

]]> Tue, 28 Feb 2023 02:27:12 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/03-g3JwCMxy Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

~~~~~~~~~~~~~~~~~

Connect with Paul and 4Alts:

Traditional Funds - 4Alts website (hedge funds & CTA's):

                               https://4alts.com/

Crypto / Digital Asset Funds - ARBRM website:

                               https://www.arb-tg.com/alternative-investments/

 

This interview features Paul Sylvia of 4Alts. 4Alts is turnkey digital platform for emerging alternative funds. We discuss:

- What a fund platform does

- What type of investment manager a fund platform is right for

- The advantages of disadvantages of using a fund platform

- The landscape of fund platforms. An overview of the fund platform industry and the different players involved.

- How to incubate a fund or alternative investment vehicle

- When would incubation be beneficial for an investment manager

- What fund strategies are entering the market

- What strategies and what personality types are most successful when launching a fund

- Advice for someone launching a new fund strategy

 

This video is for educational purposes only.

 

Timestamps

00:00 Intro

00:47 Paul Sylvia's background and what lead him to create 4Alts (4Alts eventually becomes ARB Fund Management)

06:59 Services offered by ARB Fund Management

9:37 Summary of ARB Fund Management Services

15:58 Cost of fund platforms vs the cost of independent setup

18:03 The disadvantages of fund platforms

21:27 Competitive landscape for fund platforms

23:41 How to incubate a fund

25:41 What fund strategies are coming to the market

31:22 What it takes to run a successful investment strategy

33:51 Crypto Fund of Fund offering

37:08 What advice would you give to someone starting a new fund

39:21 Where to go to connect with ARB Fund Management

 

~~~~~~~~~~~~~~~~~

Fund platforms are designed to provide investment managers with an easy way to start, run and operate a fund vehicle (crypto funds, hedge funds, venture capital funds, CTA's, SPV's and other forms of fund vehicles). Services may very but they often provide fund legal services (setup and on-going legal work), fund administration, audit and advice all under one roof.

Why would someone use a fund platform? Often, Investment managers are great traders or capital allocators, but they are not familiar with the operational aspects of running a fund. Fund platforms can help make things easier by covering the backend of fund operations.

 

Starting a fund? How do you start a hedge fund? Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds and other forms of alternative investment funds.

 

Fund Platforms - Paul Sylvia of 4Alts

Fund platforms

Hedge fund platforms

Venture Capital Fund Platforms

CTA Platforms

investment fund

fund manager

alternative investments

digital asset funds

Paul Sylvia

ARB Fund Management

Mike Schroeder

starting a new fund

how to start a hedge fund

how to start a crypto fund

how to start a digital asset fund

how to start an alternative investment fund

hedge fund lawyers

crypto fund lawyers

New Fund Manager

Investment management

#hedgefunds #legal #crypto #digitalassets #vc #funds #investment #investments #finance #nfts #alternativeinvestments #venturecapital #finance #lawyer #caymanisland #bvi #compliance #institutionaltrading #investmentmanagement #cryptofund #digitalassetinvestor #digitalassetmanagement #defi

]]> Should You Use a Fund Platform to Start a Fund - Crypto Funds Mike Schroeder & Skyler Steinke 00:39:59 This interview features Paul Sylvia of 4Alts. 4Alts is turnkey digital platform for emerging alternative funds. We discuss: - What a fund platform does - What type of investment manager a fund platform is right for - The advantages of disadvantages of using a fund platform - The landscape of fund platforms. An overview of the fund platform industry and the different players involved. - How to incubate a fund or alternative investment vehicle - When would incubation be beneficial for an investment manager - What fund strategies are entering the market - What strategies and what personality types are most successful when launching a fund - Advice for someone launching a new fund strategy This interview features Paul Sylvia of 4Alts. 4Alts is turnkey digital platform for emerging alternative funds. We discuss: - What a fund platform does - What type of investment manager a fund platform is right for - The advantages of disadvantages of using a fund platform - The landscape of fund platforms. An overview of the fund platform industry and the different players involved. - How to incubate a fund or alternative investment vehicle - When would incubation be beneficial for an investment manager - What fund strategies are entering the market - What strategies and what personality types are most successful when launching a fund - Advice for someone launching a new fund strategy how to start a crypto fund, legal fund setup, alternative investments, arbfm, what is a fund platform, investment manager, arb fund management, digital asset funds, 4alts, should i use a fund platform to start a fund, crypto funds, paul sylvia, how to start a fund, investment management platform, alt funds network, hedge funds, advantages and disadvantages of a fund platform true full 3 8a981880-0622-4208-8633-4f601f7f7bc7 Prime Brokers for Crypto Hedge Funds and Institutions Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Learn more about BlockFills and to connect with Eddy:

BlockFills website: https://www.blockfills.com/#

BlockFills email: trading@blockfills.com

Eddy's email: eddy.sfeir@blockfills.com

 

Eddy Sfeir introduces BlockFills. BlockFills is a crypto Prime Broker that provides a trading venue with deep liquidity from multiple industry leading exchanges. BlockFills also provides prime services and lending, execution and more.

 

Timestamps

00:00 Intro

00:30 Eddy's background

04:12 The move from Tradfi to Crypto

06:21 Services offered by Blockfills

07:46 Traditional Prime brokers vs Digital asset prime brokers

09:11 Crypto activity outside of the US

12:24 Clients of Blockfills

14:30 Liquidity

15:58 Crypto Prime Broker landcape and future of crypto exchanges

19:24 Executing of trades for crypto prime brokers

21:02 Banks and custodians for digital asset funds

22:55 What crypto assets are institutions buying

23:42 Advice for new and emerging hedge fund managers

26:08 Connect with Eddy and learn more about Blockfills

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

A prime broker is important for a digital asset fund for several reasons:

Access to liquidity: Prime brokers provide access to deep pools of liquidity, enabling digital asset funds to execute trades quickly and efficiently in a highly volatile market.

Custody solutions: Prime brokers offer secure and compliant custody solutions for digital assets, which is essential for protecting fund assets and mitigating risk.

Risk management: Prime brokers provide risk management services, such as real-time margin and collateral management, to help digital asset funds manage their exposure to market risk.

Compliance: Prime brokers can help digital asset funds meet their regulatory obligations by providing reporting and monitoring services, and by ensuring that all trades are executed in compliance with applicable laws and regulations.

Credit facilities: Prime brokers can provide digital asset funds with credit facilities, such as margin lending and short selling, to support their investment strategies and increase their access to capital.

Streamlined Operations: Prime brokers can help digital asset funds streamline their operations by providing a centralized platform for trade execution, clearing, and settlement, reducing the need for multiple service providers and improving operational efficiency.

In summary, a prime broker is an important partner for a digital asset fund, providing essential services and support to help the fund achieve its investment goals and meet its regulatory obligations. By leveraging the expertise and infrastructure of a prime broker, digital asset funds can operate more efficiently, mitigate risk, and maximize returns for their investors.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Starting a fund? How do you start a hedge fund? Connecting with an exchange or prime broker is one of the first steps. Prime brokers for crypto hedge funds are a key for success from the start. Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Digital asset funds may have a more difficult time finding digital asset fund lawyers, digital asset fund auditors, digital asset fund custodians, digital asset fund fund administrators, digital asset fund offshore directors - Alt Funds can help you to find the right services providers. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds, real estate funds, SPV's and other forms of alternative investment funds.

 

This video is for educational purposes only.

 

Digital Asset Prime Brokers - Eddy Sfeir of BlockFills

Cryptoasset prime brokers

Digital Asset Prime Brokers

fund manager

alternative investments

digital asset funds

new fund

How to start a crypto fund

How to start a hedge fund

New Fund Manager

starting a fund

launching a fund

Mike Schroeder, CFA

Alt FundsInvestment Podcast

Funds Investment Podcast

#hedgefunds #legal #crypto #digitalassets #vc #funds #investment #investments #finance #howtostartahedgefund #howtostartacryptofund #howtoinvestinalternativeinvestments #alternativeinvestments

]]> Tue, 28 Feb 2023 02:20:38 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/02-SGh0SAyf Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Learn more about BlockFills and to connect with Eddy:

BlockFills website: https://www.blockfills.com/#

BlockFills email: trading@blockfills.com

Eddy's email: eddy.sfeir@blockfills.com

 

Eddy Sfeir introduces BlockFills. BlockFills is a crypto Prime Broker that provides a trading venue with deep liquidity from multiple industry leading exchanges. BlockFills also provides prime services and lending, execution and more.

 

Timestamps

00:00 Intro

00:30 Eddy's background

04:12 The move from Tradfi to Crypto

06:21 Services offered by Blockfills

07:46 Traditional Prime brokers vs Digital asset prime brokers

09:11 Crypto activity outside of the US

12:24 Clients of Blockfills

14:30 Liquidity

15:58 Crypto Prime Broker landcape and future of crypto exchanges

19:24 Executing of trades for crypto prime brokers

21:02 Banks and custodians for digital asset funds

22:55 What crypto assets are institutions buying

23:42 Advice for new and emerging hedge fund managers

26:08 Connect with Eddy and learn more about Blockfills

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

A prime broker is important for a digital asset fund for several reasons:

Access to liquidity: Prime brokers provide access to deep pools of liquidity, enabling digital asset funds to execute trades quickly and efficiently in a highly volatile market.

Custody solutions: Prime brokers offer secure and compliant custody solutions for digital assets, which is essential for protecting fund assets and mitigating risk.

Risk management: Prime brokers provide risk management services, such as real-time margin and collateral management, to help digital asset funds manage their exposure to market risk.

Compliance: Prime brokers can help digital asset funds meet their regulatory obligations by providing reporting and monitoring services, and by ensuring that all trades are executed in compliance with applicable laws and regulations.

Credit facilities: Prime brokers can provide digital asset funds with credit facilities, such as margin lending and short selling, to support their investment strategies and increase their access to capital.

Streamlined Operations: Prime brokers can help digital asset funds streamline their operations by providing a centralized platform for trade execution, clearing, and settlement, reducing the need for multiple service providers and improving operational efficiency.

In summary, a prime broker is an important partner for a digital asset fund, providing essential services and support to help the fund achieve its investment goals and meet its regulatory obligations. By leveraging the expertise and infrastructure of a prime broker, digital asset funds can operate more efficiently, mitigate risk, and maximize returns for their investors.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Starting a fund? How do you start a hedge fund? Connecting with an exchange or prime broker is one of the first steps. Prime brokers for crypto hedge funds are a key for success from the start. Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Digital asset funds may have a more difficult time finding digital asset fund lawyers, digital asset fund auditors, digital asset fund custodians, digital asset fund fund administrators, digital asset fund offshore directors - Alt Funds can help you to find the right services providers. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds, real estate funds, SPV's and other forms of alternative investment funds.

 

This video is for educational purposes only.

 

Digital Asset Prime Brokers - Eddy Sfeir of BlockFills

Cryptoasset prime brokers

Digital Asset Prime Brokers

fund manager

alternative investments

digital asset funds

new fund

How to start a crypto fund

How to start a hedge fund

New Fund Manager

starting a fund

launching a fund

Mike Schroeder, CFA

Alt FundsInvestment Podcast

Funds Investment Podcast

#hedgefunds #legal #crypto #digitalassets #vc #funds #investment #investments #finance #howtostartahedgefund #howtostartacryptofund #howtoinvestinalternativeinvestments #alternativeinvestments

]]> Prime Brokers for Crypto Hedge Funds and Institutions Mike Schroeder & Skyler Steinke 00:26:55 Eddy Sfeir introduces BlockFills. BlockFills is a crypto Prime Broker that provides a trading venue with deep liquidity from multiple industry leading exchanges. BlockFills also provides prime services and lending, execution and more. Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers. Eddy Sfeir introduces BlockFills. BlockFills is a crypto Prime Broker that provides a trading venue with deep liquidity from multiple industry leading exchanges. BlockFills also provides prime services and lending, execution and more. Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers. trading crypto, how to start a crypto fund, alternative investments, mike schreoeder cfa, institutional crypto funds, eddy sfair, cryptoasset prime brokers, crypto prime brokers, digital asset prime brokers, how to start a hedge fund, how hedge funds trade crypto, nft hedge funds, alt funds investment podcast, how to invest in crypto hedge funds, how to invest in hedge funds, alt funds, blockfills, institutions in crypto, how to start a vc fund, institutions in digital assets true full 2 ea16c3dc-45a8-4f20-9f2e-a96499bd78ca 01 - Fund Administration for Crypto Hedge and VC Funds Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

~~~~~~~~~~~~~~~~~

Find out more Stonegate Global and to connect with Skyler:

 

Website: https://stonegateglobalfundservices.com/

LinkedIn (Skyler): https://www.linkedin.com/in/skylersteinke/

LinkedIn (Stonegate): https://www.linkedin.com/company/stonegate-global-fund-services/

Telegram (Skyler): https://t.me/SkylerSteinke

 

This interview features Skyler Steinke introduces Stonegate Global, a fund administrator that provides services to alternative investments and focuses primarily on digital asset funds.

We discuss the importance for fund administration, advice for new funds and what to look for when hiring a fund administrator - particularly in the digital asset space.

 

Time Stamps:

00:00 - Alt Funds Investment Podcast - Intro

00:30 - Skyler's Background

2:57 - Stonegate's Services

4:54 - The importance of a fund administrator

8:05 - What a new fund needs to know about fund administration

10:22 - Stonegate's client types

12:22 - Fund administration landscape

17:38 - Challenges faced by crypto funds and administrators

25:05 - advice for a new fund manager entering the crypto space

29:43 - Where to connect with Skyler and Stongegate Global

 

~~~~~~~~~~~~~~~~~~

Fund administration is important for an alternative investment fund for several reasons:

Compliance: Fund administration helps ensure that a fund is in compliance with all relevant laws, regulations, and reporting requirements, which can vary depending on the fund's structure, investment strategy, and jurisdiction.

Accounting: Fund administration provides accurate and timely financial reporting, which is critical for investors and regulators to assess the fund's performance, risk exposure, and compliance with investment mandates and guidelines.

Risk Management: Fund administration helps to manage and mitigate risk by monitoring investments, cash flows, and fund performance, and by ensuring that all necessary controls, procedures, and reporting are in place.

Investor Relations: Fund administration plays a key role in supporting investor relations by providing timely and accurate information to investors, managing investor communications and reporting, and ensuring that investors receive the information they need to make informed decisions.

Operations: Fund administration helps to streamline the operational processes of a fund, from trade settlement and reconciliation, to securities lending and collateral management, to performance calculation and reporting.

Transparency: Fund administration helps to promote transparency by providing regular and accurate reporting on the fund's performance, holdings, and risks, which can help to increase investor confidence and support the fund's reputation.

 

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Starting a fund? How do you start a hedge fund? Connecting with a fund administrator is one of the first steps. fund administrators for crypto hedge funds are a key for success from the start. Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Digital asset funds may have a more difficult time finding digital asset fund lawyers, digital asset fund auditors, digital asset fund custodians, digital asset fund fund administrators, digital asset fund offshore directors - Alt Funds can help you to find the right services providers. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds, real estate funds, SPV's and other forms of alternative investment funds.

 

Fund Administration for Digital Assets Funds - Skyler Steinke of Stonegate Global

Fund administration for digital asset funds

Fund administration for hedge funds

Fund administration for Crypto Funds

Skyler Steinke

Mike Schroeder, CFA

alt funds investment podcast

investment funds

investment

fund manager

alternative investments

digital asset funds

venture capital funds

fund administration

new fund

digital assets space

New Fund Manager

how to start a hedge fund

how to start a crypto fund

starting a fund

what is a hedge fund

NFT funds

Fund manager

#hedgefunds #legal #crypto #digitalassets #vc #funds #investment #investments #finance #howtostartahedgefund #howtostartacryptofund

]]> Tue, 28 Feb 2023 02:15:18 +0000 mike.schroeder449@gmail.com (Mike Schroeder & Skyler Steinke) https://altfunds.io/episodes/01-Lk03hGAh Do you have a questions about starting a hedge fund, venture capital fund or other form of alternative investment vehicle? Is there a topic your'e interested in learning about? Drop a comment or reach out - mike@altfunds.io. We connect alternative Investment managers to industry leading service providers.

Website: https://altfunds.io/

Youtube Channel: https://www.youtube.com/@AltFundsInvestmentPodcast

Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=602097c618884dde

Linkedin: https://www.linkedin.com/company/alt-funds-investment-podcast/

~~~~~~~~~~~~~~~~~

Find out more Stonegate Global and to connect with Skyler:

 

Website: https://stonegateglobalfundservices.com/

LinkedIn (Skyler): https://www.linkedin.com/in/skylersteinke/

LinkedIn (Stonegate): https://www.linkedin.com/company/stonegate-global-fund-services/

Telegram (Skyler): https://t.me/SkylerSteinke

 

This interview features Skyler Steinke introduces Stonegate Global, a fund administrator that provides services to alternative investments and focuses primarily on digital asset funds.

We discuss the importance for fund administration, advice for new funds and what to look for when hiring a fund administrator - particularly in the digital asset space.

 

Time Stamps:

00:00 - Alt Funds Investment Podcast - Intro

00:30 - Skyler's Background

2:57 - Stonegate's Services

4:54 - The importance of a fund administrator

8:05 - What a new fund needs to know about fund administration

10:22 - Stonegate's client types

12:22 - Fund administration landscape

17:38 - Challenges faced by crypto funds and administrators

25:05 - advice for a new fund manager entering the crypto space

29:43 - Where to connect with Skyler and Stongegate Global

 

~~~~~~~~~~~~~~~~~~

Fund administration is important for an alternative investment fund for several reasons:

Compliance: Fund administration helps ensure that a fund is in compliance with all relevant laws, regulations, and reporting requirements, which can vary depending on the fund's structure, investment strategy, and jurisdiction.

Accounting: Fund administration provides accurate and timely financial reporting, which is critical for investors and regulators to assess the fund's performance, risk exposure, and compliance with investment mandates and guidelines.

Risk Management: Fund administration helps to manage and mitigate risk by monitoring investments, cash flows, and fund performance, and by ensuring that all necessary controls, procedures, and reporting are in place.

Investor Relations: Fund administration plays a key role in supporting investor relations by providing timely and accurate information to investors, managing investor communications and reporting, and ensuring that investors receive the information they need to make informed decisions.

Operations: Fund administration helps to streamline the operational processes of a fund, from trade settlement and reconciliation, to securities lending and collateral management, to performance calculation and reporting.

Transparency: Fund administration helps to promote transparency by providing regular and accurate reporting on the fund's performance, holdings, and risks, which can help to increase investor confidence and support the fund's reputation.

 

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Starting a fund? How do you start a hedge fund? Connecting with a fund administrator is one of the first steps. fund administrators for crypto hedge funds are a key for success from the start. Are you wondering how to start a crypto hedge fund? We can help to connect you to the right hedge fund vendors. We can also help start a venture capital fund, or any form of alternative investment vehicle. We can help you to launch a hedge fund. Digital asset funds may have a more difficult time finding digital asset fund lawyers, digital asset fund auditors, digital asset fund custodians, digital asset fund fund administrators, digital asset fund offshore directors - Alt Funds can help you to find the right services providers. Alt Funds Network also works with traditional Alternative investment funds including equity hedge funds, private equity funds, venture capital funds, real estate funds, SPV's and other forms of alternative investment funds.

 

Fund Administration for Digital Assets Funds - Skyler Steinke of Stonegate Global

Fund administration for digital asset funds

Fund administration for hedge funds

Fund administration for Crypto Funds

Skyler Steinke

Mike Schroeder, CFA

alt funds investment podcast

investment funds

investment

fund manager

alternative investments

digital asset funds

venture capital funds

fund administration

new fund

digital assets space

New Fund Manager

how to start a hedge fund

how to start a crypto fund

starting a fund

what is a hedge fund

NFT funds

Fund manager

#hedgefunds #legal #crypto #digitalassets #vc #funds #investment #investments #finance #howtostartahedgefund #howtostartacryptofund

]]> 01 - Fund Administration for Crypto Hedge and VC Funds Mike Schroeder & Skyler Steinke 00:30:18 This interview features Skyler Steinke introduces Stonegate Global, a fund administrator that provides services to alternative investments and focuses primarily on digital asset funds. We discuss the importance for fund administration, advice for new funds and what to look for when hiring a fund administrator - particularly in the digital asset space. This interview features Skyler Steinke introduces Stonegate Global, a fund administrator that provides services to alternative investments and focuses primarily on digital asset funds. We discuss the importance for fund administration, advice for new funds and what to look for when hiring a fund administrator - particularly in the digital asset space. hedge fund backoffice, crypto, alternative investments, does a fund need fund administration, fund administration for digital assets, how to start a hedge fund, how to fund account, accounting for funds, what is fund administration, investment manager, crypto fund admin, digital assets, fund administration, launch a hedge fund, accounting for hedge funds, hedge fund administration true full 1