Episodes
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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.
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Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
Spotify: https://bit.ly/4afXcan
Apple Podcast: https://apple.co/4akXAUS
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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.
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Missing episodes?
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Find us online: https://altfunds.io/
Email us with topic ideas: [email protected]
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Apple Podcast: https://apple.co/4akXAUS
Google: https://bit.ly/4am9oXk
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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
๐ Click Below to be a guest on our video podcast: ๐
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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
๐ Click Below to be a guest on our video podcast: ๐
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Connect with Jeff Embry and Matt Lason:
Jeff Embryโs LinkedIn: https://www.linkedin.com/in/jeff-embry-crypto-hedgefund/
Matt Lasonโs 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
๐ Click Below to be a guest on our video podcast: ๐
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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
๐ Click Below to be a guest on our video podcast: ๐
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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
๐ Click Below to be a guest on our video podcast: ๐
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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
๐ Click Below to be a guest on our video podcast: ๐
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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.
-
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
๐ Click Below to be a guest on our video podcast: ๐
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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
๐ Click Below to be a guest on our video podcast: ๐
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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
๐ Click Below to be a guest on our video podcast: ๐
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
๐ Click Below to be a guest on our video podcast: ๐
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.
-
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
๐ Click Below to be a guest on our video podcast: ๐
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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.
-
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
๐ Click Below to be a guest on our video podcast: ๐
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.
-
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
๐ Click Below to be a guest on our video podcast: ๐
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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.
-
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
๐ Click Below to be a guest on our video podcast: ๐
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Connect with Gary Maier:
Email:[email protected]
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.
-
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
๐ Click Below to be a guest on our video podcast: ๐
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.
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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
๐ Click Below to be a guest on our video podcast: ๐
https://bit.ly/46X7cSQ
Connect with Allan Matheson:
Website: www.goldenpear.capital
Email: [email protected]
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.
-
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
๐ Click Below to be a guest on our video podcast: ๐
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.
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