Afleveringen
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.comLinkedIn: 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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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=enColton’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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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. -
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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.
-
Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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: [email protected]
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.
- Laat meer zien
