

Alt Funds Network
Mike Schroeder
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.
Episodes
Mentioned books

Mar 28, 2025 β’ 40min
#89 James Ouderkirk, GLASfunds - Alternative Investments and Advisor Solutions
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 π Click Below to be a guest on our video podcast: π https://bit.ly/46X7cSQ Connect with James Ouderkirk:Company Website: www.glasfunds.comLinkedIn: https://www.linkedin.com/company/glasfunds/?viewAsMember=true Timestamps: 00:00 Introduction and Guest Welcome00:27 James Ouderkirk's Background and Career Journey01:41 Overview of GLASfunds03:09 Clientele and Services Offered by GLASfunds04:30 Operational Mechanisms and Platform Structure08:01 Trends in Alternative Investments10:41 Historical Allocation to Alternatives16:46 Research and Due Diligence Process18:24 Bringing New Funds to the Platform24:23 Investor Appetite and New Opportunities31:02 Educational Support for Advisors33:48 Advice for New Fund Managers36:43 Trends in the Advisor Universe38:51 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.

Mar 25, 2025 β’ 43min
#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.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk π Click Below to be a guest on our video podcast: π https://bit.ly/46X7cSQ Connect with Roque Castro and Chris O'Connor:Company Website: www.elysiumtechgroup.comCompany LinkedIn: https://www.linkedin.com/company/elysium-technology-groupChris O'Connor: https://www.linkedin.com/in/cdoconno/Roque Castro: @yesterdayreclaimed Timestamps: 00:00 Introduction to Elysium Technology00:32 Elysium's Evolution and Core Offerings02:03 Addressing Trade Settlement and Market Fragmentation05:20 Elysium's Journey and Client Solutions08:12 Crypto Trading Evolution and Market Structure16:42 Match Hub: Features and Benefits25:02 Integration and Prime Brokerage in Digital Assets33:22 Future Vision and AI Integration37:38 Risk Management and Final Thoughts41:18 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.

Mar 21, 2025 β’ 36min
#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.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXkπ Click Below to be a guest on our video podcast: π 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 Background03:16 Current Focus: Trends and Opportunities in DeFi, Gaming, and AI03:32 Market Structure and Capital Scarcity07:41 Defining Liquid Venture and Its Importance09:08 AI and Web3: Convergence and Challenges13:24 DeFi: Institutional Adoption and Technological Advancements19:17 Web3 Adoption and Gaming25:26 Applied AI: Real-World Use Cases31:48 Macro Perspective and Final Thoughts35:26 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.

Mar 19, 2025 β’ 50min
#86 Damon Xu, 1Token - Crypto Portfolio Management Insights
Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUS π Click Below to be a guest on our video podcast: π 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 Welcome00:41 Damon Xu's Background in FinTech01:34 Transition to Crypto and Early Market Insights03:38 The Birth of 1Token04:04 Crypto Portfolio Management and Client Focus06:24 Challenges and Solutions in Crypto Asset Management11:14 Integration with Traditional Systems19:17 Separately Managed Account (SMA) vs. Fund Structures in Crypto24:57 Institutional DeFi Trends25:03 Institutional Shift to DeFi26:18 Understanding DeFi Strategies and Platforms28:35 Challenges in DeFi Portfolio Management32:25 Risk Monitoring Tools in DeFi35:00 Benchmarking and Performance Analysis43:59 AI Integration in DeFi49:11 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.

Mar 14, 2025 β’ 1h 3min
#85 John Divine, Blockfills - Bitcoin Options & 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 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 Introduction00:42 John Divine's Journey into Crypto03:48 Understanding Liquidity in Crypto Markets04:41 The Role of Dark Pools in Bitcoin Trading08:43 Evolution of Bitcoin Options and Futures18:22 Market Participants and Strategies20:26 Inspiration Behind the Book25:01 Bitcoin Options Strategies33:19 Understanding Bitcoin Options and Implied Volatility34:01 Monetizing Bitcoin Volatility: Strategies and Insights34:57 Exploring Zero Cost Collars and Optimized HODL35:16 The Concept of Selling the Dream in Bitcoin37:15 Understanding Skew and Its Implications in Bitcoin39:34 Ethereum's Upcoming Hard Fork and Market Sentiment42:09 Cash Secured Puts: A Strategy for New Positions48:41 The Role of ETFs in Digital Asset Adoption52:14 The Future of Tokenization and Real-World Applications01:00:24 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.

Mar 11, 2025 β’ 52min
#84 Daniel Blum, Evan Capital LLC - Rules-Based Investing with
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 π Click Below to be a guest on our video podcast: π https://bit.ly/46X7cSQ Connect with Daniel Blum:Company Website: www.evancapital.comLinkedIn: www.linkedin.com/in/dan-blum-b153439 Timestamps: 00:00 Introduction to Daniel Blum00:38 Early Experiences and the Tech Bubble02:44 Commercial Real Estate and the Housing Market04:41 Transition to Trading and Investment Strategies09:05 Launching Glenhaven Capital13:28 Challenges and Lessons in Systematic Investing20:12 Establishing Evan Capital28:13 High Volatility Investing: A Contrarian Approach30:53 Investor Preferences and Challenges32:25 Market Trends and Diversification35:34 Commodities and Trend Following39:32 Real Estate and Diversification Strategies47:22 Advice for Aspiring Fund Managers49:19 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.

Mar 7, 2025 β’ 27min
#83 Jake Boaz, Crypto Yield Capital - Generating Yield from Crypto Assets
Join Jake Boaz, the founder of Crypto Yield Capital and a former Barclays Investment Bank professional, as he shares his fascinating transition from traditional finance to the crypto world. He discusses innovative strategies for generating yields from crypto assets, including stablecoin lending and market making. The conversation reveals the potential of AI in enhancing yield generation and the importance of risk management in this volatile landscape. Plus, Jake's unique story of how a music festival sparked his crypto journey is a highlight you wonβt want to miss!

Feb 28, 2025 β’ 1h 1min
#82 Andrew Cramer, Bridgeview - Investing In Manufactured Housing
Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUS π Click Below to be a guest on our video podcast: π https://bit.ly/46X7cSQ Connect with Andrew Cramer:Company Website: https://www.bridgeviewassetmanagement.com/ Timestamps:00:00 Introduction to the Podcast and Guest00:50 Andrew Cramer's Journey into Real Estate02:56 The Evolution of Manufactured Housing04:57 Impact of 2008 Financial Crisis07:52 Challenges and Opportunities in Manufactured Housing15:11 First Property Purchase and Lessons Learned21:48 Building a Business and Team Dynamics30:48 Building an Efficient Team32:00 Challenges of Leadership33:35 Market Dynamics and Housing Affordability37:01 Tiny Homes and New Building Technologies43:01 Impact Investing in Affordable Housing45:45 Opportunities in Manufactured Housing50:06 Nightmare Tenants and Property Management53:46 Canine Search and Rescue55:45 Advice for Real Estate Investors01:00:00 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.

Feb 25, 2025 β’ 55min
#81 Kyle Auffray & Nicholas Edwards, Champion Venture Partners - Sports Investing
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 π Click Below to be a guest on our video podcast: π https://bit.ly/46X7cSQ Connect with Kyle Auffray and Nicholas Edwards:Company Website: https://www.championventurepartners.com/ Instagram: @cvpinvestLinkedIn: https://www.linkedin.com/company/champion-venture-partners Timestamps: 00:00 Introduction to Kyle and Nick's Backgrounds02:15 Kyle's NFL Journey and Career Transition05:07 Nick's Fighting Career and Transition to Business08:06 Transitioning from Sports to Business11:57 The Structure and Vision of CVP17:08 Challenges and Opportunities in Sports Investing27:43 Convergence of Fan and Team Experience28:31 Deal Flow and Acquisition Timelines29:12 Investment Criteria and Management Team32:42 Emerging Sports and Growth Opportunities37:16 AI and Market Trends46:57 Fundraising and Future Goals53:26 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.

Feb 21, 2025 β’ 53min
#80 Violet Abtahi, Platonic - Transforming Finance with Blockchain
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/4am9oXkπ Click Below to be a guest on our video podcast: π https://bit.ly/46X7cSQConnect with Violet Abtahi:Company Website: https://platonic.ioLinkedIn: https://www.linkedin.com/in/violet-abtahi/Timestamps:00:00 Welcome and Introduction to Violet Atahi00:48 Violet's Background and Vision02:11 The Importance of Love and Connection04:11 Journey into Meditation and Silence07:44 Innovation and the Future of Finance11:31 The Concept of Autonomous Assets22:21 Platonic's Vision and Mission29:30 Building a Tokenized Ecosystem30:03 Tokenizing Private Credit Funds31:44 Innovating with Collateral Products33:17 Tokenizing Mines for Community Benefit35:27 Challenges and Resistance in Innovation36:28 The Role of Education in Blockchain Adoption38:07 AI and Human Intelligence39:49 Platonic Network's Unique Differentiators42:22 Vision for a Global Capital Market45:29 Team Building and Company Culture48:32 Advice for the Younger Generation51:09 Final Thoughts and Upcoming White PaperDisclaimer: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.