Alt Funds Network

Mike Schroeder
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May 6, 2025 • 44min

#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.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSYouTube: 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 Welcome00:35 Background of John Paul and Tyler01:31 Founding of Le Mans Trading02:49 The Hyperion Fund03:00 Meeting and Partnership05:11 Challenges and Solutions in Portfolio Management07:44 Fund Structure and Strategy16:17 Market Environment and Investment Strategies23:41 Opportunistic Market Strategies23:53 Origins of Le Mans Trading25:01 Hyperion Fund's Philosophy25:45 Advisor Allocations and Challenges30:09 Tax Treatment of Futures Contracts32:19 Educating RIAs on Alternatives35:06 Conservative Investment Approaches38:20 Lessons Learned and Advice for New CTAs43:08 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.             
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May 2, 2025 • 59min

#98 Travis Jamison, Capital Pad - Small Business Acquisitions

Travis Jamison, founder of Capital Pad and seasoned entrepreneur, shares his journey from building and selling businesses to revolutionizing small business investments. He discusses the strategy of 'stair-stepping' in acquisitions and the benefits of investing in established businesses over startups. The conversation also highlights the role of SBA loans in financing, as well as the importance of due diligence and understanding risks in investment. Travis provides valuable insights for new investors looking to navigate the complexities of small business ventures.
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Apr 29, 2025 • 49min

#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.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSYouTube: 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 Background00:59 Transition from Traditional Finance to Crypto02:06 Biotech Investing Insights05:41 Cultural Differences in Crypto07:56 Factor6 and Investment Strategies10:42 The Impact of ETFs and Legislation14:36 The Role of Stablecoins and Future Trends21:48 AI and Crypto Convergence25:49 Competing with Tech Giants26:50 Tokenization in Finance27:31 Challenges of Secondary Markets28:47 Tokenization in Real Estate29:49 Future of Tokenization31:57 Fundamental Research in Crypto34:11 Identifying Promising Projects37:34 Bitcoin Dominance and Market Dynamics41:05 Legislation and Market Catalysts47:28 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/
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Apr 25, 2025 • 44min

#96 Austin Durgee and Greg Perrin, Sphinx - Future of Commodities Trading

Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSYouTube: 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: @SphinxProtocolLinkedIn: https://www.linkedin.com/company/sphx/?viewAsMember=true Telegram: http://t.me/sphxcryptlobby Timestamps: 00:00 Meeting Through Music: The Beginning of a Journey01:50 Transition to Crypto: A New Chapter02:14 Diverse Musical Talents and Instruments03:31 Career Backgrounds and Early Crypto Involvement07:17 Founding Sphinx: Vision and Mission15:58 Building Sphinx: Technology and Infrastructure19:48 Commodities Trading: The Starting Point20:47 Institutional Adoption of Blockchain21:11 Sphinx's Unique Approach22:18 Challenges in Blockchain Adoption23:32 Capital Efficiencies and Settlement Process25:42 Attracting Liquidity and Institutional Users28:42 Community Engagement and Marketing33:14 Future Vision and Goals35:08 Communication and Team Dynamics41:14 Call for Strategic Partners43:36 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.
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Apr 22, 2025 • 43min

#95 Lee Bratcher, Texas Blockchain Council - Digital Assets Policy

Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSYouTube: https://bit.ly/3GE1UBl  👇 Click Below to be a guest on our video podcast: 👇  https://bit.ly/46X7cSQConnect with Lee Bratcher:Website: https://texasblockchaincouncil.org/x: @lee_bratcher Linkedin: https://www.linkedin.com/in/leebratcher/ Timestamps:00:00 Introduction and Background01:43 From Army to Academia02:33 Founding the Texas Blockchain Council03:39 Understanding Trade Associations04:19 Why Texas?05:51 The Texas Blockchain Ecosystem07:50 Federal and State Policy Work10:12 Challenges in the Digital Asset Space11:56 Stablecoin Legislation17:24 Texas Strategic Bitcoin Reserve20:22 Debanking Explained21:16 Challenges in Banking for Crypto Businesses22:22 Current State of Crypto Banking23:57 Impact of Bank Failures on Crypto27:28 Legal Actions and Advocacy for Crypto30:14 Legislative Achievements and Goals32:26 Market Structure and Institutional Adoption35:32 Tariffs and Economic Policies40:03 Future of Blockchain Regulation40:37 Membership and Community Engagement41:51 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.
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Apr 15, 2025 • 38min

#94 Rajeev Gupta, Alium Capital - Evaluating Investments, Building Relationships & Value Investing

Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSYouTube: 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 Investing02:32 Raj's Early Career at Goldman Sachs04:51 Founding the Alium Fund06:02 Investment Strategy and Philosophy07:15 Evaluating Founders and Companies11:22 Geographic Focus and Technology Investments16:40 The Importance of Relationships18:39 Building Personal Relationships in Business19:12 Navigating the Noise in Business Conversations19:47 The Importance of Human Connection21:19 Reversing the Investor-Company Dynamic23:14 Strategies for Entering and Exiting Investments27:29 The Role of Boards in Company Governance30:06 Opportunities and Challenges in the Australian Market33:06 Impact of High Interest Rates on Venture Capital34:43 Economic Growth in Asia-Pacific36:34 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.
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Apr 11, 2025 • 44min

#93 Brett Kelly, BitGo - Custody, Staking, and Crypto Security

Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSYouTube: 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 Welcome00:47 Guest Background and Career Journey01:33 BitGo's Evolution and Business Lines03:35 BitGo's Custody and Staking Services05:53 Venture Capital Trends in Crypto09:30 Challenges and Innovations in Custody13:40 Traditional Finance and Crypto Custody18:47 BitGo's Competitive Advantages21:41 Product and Engineering Focus22:16 Custody and Market Differentiation22:59 Client Fit and Hot Wallet Solutions24:10 OTC Desk and Trading Solutions26:09 Misconceptions in Custody Fees35:37 Risk Management and Compliance39:39 Future of Digital Assets and Custody42:53 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.
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Apr 8, 2025 • 44min

#92 Maredith Hannon, Wisdom Tree - Institutions are Tokenizing Assets

Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSYouTube: 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.comWisdomTree Connect: https://www.wisdomtreeconnect.com/Company X: @WisdomTreePrime Personal X: @MaredithH1  Timestamps:00:00 Introduction and Guest Welcome00:34 Meredith Hannon's Background and Entry into Digital Assets04:02 WisdomTree's Journey into Blockchain08:17 Tokenization and Its Benefits11:39 Decentralized Identity and Peer-to-Peer Transfers18:54 Institutional Adoption of DeFi21:31 Ensuring Asset Security Through Regulation22:31 Comparing Money Market Funds and Stablecoins23:21 Innovative Uses of Money Market Funds25:41 DAOs and Treasury Diversification28:41 Trends in Tokenization30:36 Addressing Misconceptions and Risks34:57 The Tokenization Process37:07 Future of Financial Services and Tokenization41:33 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.
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Apr 4, 2025 • 28min

#91 Paul Howard, Wincent - Digital Assets and Market Making

Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: 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 Scene00:50 Introducing the Guest: Paul Howard02:45 Paul Howard's Background and Journey05:14 Understanding Wincent and Its Operations06:32 Market Dynamics and Regulatory Changes09:58 Wincent's Expansion and Risk Management15:15 Future Outlook and Industry Predictions16:13 Exploring the Future of Crypto and Digital Assets16:54 High Frequency Trading and Regulation Changes17:04 The Role of Technology in Liquidity18:13 Transparency and Data in Crypto20:37 Market Trends and Fund Strategies22:54 Institutional Adoption and Stable Coins24:58 Wincent’s Approach to Market Making26:46 The Founding of Wincent and Its Culture28:48 Exciting Developments in Digital Assets30:10 Conclusion and Final Thoughts30:26 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.
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Apr 2, 2025 • 47min

#90 Wilson Veech, reDeFi - Crypto Investment Strategies

Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSYouTube: 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 Welcome00:27 Wilson's Philosophy on Time Management02:43 Getting Started in Crypto04:24 Founding reDeFi and Early Challenges06:55 Investment Strategies and Fund Management11:58 Market Predictions and Risk Management21:56 Regulation and Industry Changes25:11 Fund Performance and Future Plans27:08 Bitcoin and Altcoin Market Trends28:19 Launching a New Fund: Advice and Insights30:44 Long-Term Goals and Value Investing in Crypto33:35 Competitive Advantages in the Crypto Market42:42 Risk Management in Crypto Investments47:14 Travel and Personal Interests51:30 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.

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