Alt Funds Network

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 Michael Cavanaugh:X: @cavychiWebsite: https://www.regimentsecurities.com/Website: https://www.regimentco.com/ Timestamps:00:00 Life as a Trader on the Chicago Board of Trade03:06 The Impact of Technology on Trading Floors05:25 Founding Regiment Securities During COVID-1911:30 Investment Strategies and Opportunities20:57 The Story Behind Regiment Securities' Name23:30 Market Trends and Stock Market Insights24:05 Private Markets and Liquidity26:40 Regulatory Changes and Their Impact34:22 Private Credit and Real Estate Investments41:02 Evergreen Funds and Capital Access43:04 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: 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 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 Talk01:03 Unexpected Hailstorm in Omaha02:25 Introduction to Joe's Background05:24 Founding Tyre GM and Early Challenges06:50 Naming the Companies: Taiber Kosmala and Taiko08:27 OCIO and RIA Market Insights15:49 Custom OCIO Business Model27:29 Client Collaboration Dynamics28:06 Investment Committee Meetings29:02 Monthly and Weekly Client Interactions29:53 Sales and Operations Support31:20 Final Thoughts on RIA Business31:50 Introduction to Institutional Business32:14 Institutional Client Services33:07 Manager Evaluations and Recommendations34:06 Institutional Client Interactions36:35 Alternative Investments and Trends45:10 Managing Client Expectations47:28 Short-term and Long-term Market Views51:26 Guilty Until Proven Innocent Approach52:48 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: 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 Ed Wethered:Website: https://www.calligraphydigital.com/LinkedIn: https://www.linkedin.com/in/digitaled/ Timestamps: 00:00 The Marathon Challenge: 27 Marathons in 26 Days01:19 Building Endurance: From Triathlons to Marathons01:57 Personal Running Experiences02:20 Introduction to Crypto Journey02:27 Understanding Blockchain and Digital Assets06:36 Investment Strategies and Hedge Fund Insights09:23 Behavioral Finance and Market Psychology14:20 Systematic Strategies and Risk Premia20:13 On-Chain Data and Market Analysis26:35 Tokenization and Liquidity in Crypto37:02 Bitcoin Price Dynamics and Institutional Adoption48:58 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: 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 Jacob Miller:Website: https://www.optoinvest.com/LinkedIn https://www.linkedin.com/company/optoinvest/X: @optoinvest  Timestamps: 00:00 Introduction and Background04:14 Jake's Early Interest in Finance06:46 Bridgewater Experience and Private Markets08:28 Founding Opto and Building a Team23:08 Challenges and Opportunities in Private Markets26:21 The Evolution of Private Market Access31:40 The Role of Alternatives in Portfolios42:50 Trends and Concerns in Private Credit46:34 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: 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 Chris King:Website: www.eaglebrook.comLinkedIn: https://www.linkedin.com/in/christopherking7/X: @cjking711 Timestamps: 00:00 Introduction: What's Your Crypto Story?00:23 Early Days: Getting into Crypto01:00 Transition to Full-Time Crypto01:23 Joining Morgan Creek Capital01:57 Insights and Market Gaps03:21 Founding Eaglebrook Advisors04:18 Building with Mariner Wealth Advisors04:29 Launch and Growth of Eaglebrook05:05 Advisors and Tax Loss Harvesting05:33 Advisors and Digital Assets06:46 Platform Features and Client Benefits07:15 Education and Client Demand19:40 Tax Loss Harvesting in Crypto22:46 Estate Planning with Digital Assets27:39 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: 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 Kevin Fu:Website: https://repool.com/Email: kevin@repool.comLinkedIn: linkedin.com/in/kevinfu93LinkedIn: linkedin.com/company/repoolTwitter: twitter.com/repoolhq Timestamps: 00:00 Introduction to Kevin's Hobbies01:07 Professional Esports Journey01:41 Kevin's Company: Repool01:53 Repool's Services and Offerings02:59 Kevin's Career Path to Repool06:03 Challenges in Fund Administration11:55 Repool's Client Focus and Expertise13:04 Fund Formation and Compliance19:18 Emerging Manager Trends and Fundraising23:36 Challenges for Emerging Managers24:01 Making Fundraising Real25:01 Choosing the Right Service Providers26:01 Targeting Unique Geographies27:35 Streamlining Subscription Processes30:44 Tracking Investor Engagement34:25 Trends in Fund Administration38:16 Future of Fund Administration43:01 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: info@altfunds.ioSpotify: https://bit.ly/4afXcan Apple 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 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 Background03:22 Transition from Botany to Finance05:46 Founding Unlimited Funds10:56 Challenges and Strategies in Asset Management17:30 Replication and Systematic Investing25:40 Leveraging Technology and AI37:52 Future Trends in Alternative Investments46:58 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: 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 Jack Macdowell:Website: https://palisades.us.com/LinkedIn: https://www.linkedin.com/in/jack-macdowell-jr-cfa-b5b2275/ Timestamps: 00:00 Welcome and Introduction00:24 Journey into Real Estate and Mortgage Credit02:45 The Birth of Palisades Group and Its Philosophy05:49 Exploring the Landscape of Residential Mortgage Loans07:46 Navigating Market Trends and Opportunities in 202413:08 Risk Management and Asset-Level Decision Making16:49 Innovative Loan Sourcing Strategies22:22 Leveraging Technology for Efficiency and Decision Making30:58 Unlocking Insights with Advanced Data Analysis31:42 Navigating the Current Economic Landscape33:08 The Power of AI in Asset Management35:01 Innovative Financial Products and Real-Time Data36:45 Investor Perspectives and Portfolio Strategy42:30 Addressing Market Risks and Cybersecurity Concerns45:03 Analyzing the Housing Market Dynamics49:02 Future Market Outlook and Challenges53:07 Portfolio Management and Operational Complexity56:00 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: 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 Sherwood Neiss:Website: www.crowdfundcapitaladvisors.comWebsite 1: https://cclear.ai/Website 2: https://www.guardd.com/LinkedIn: https://www.linkedin.com/in/sherwoodneiss/Facebook: https://www.facebook.com/crowdfundcapitaladvisorsTwitter: @woodien Timestamps: 00:00 Introduction to the World Traveler's Journey00:19 Embarking on Global Adventures: The First Backpacking Trip01:50 From Entrepreneur to Explorer: The Second World Tour02:43 Discovering the Heart of Brazil: A Deep Dive into Rio de Janeiro04:02 Inspiration to Authorship: Crafting 'The Love Battery'06:01 A Venture into Crowdfunding: Revolutionizing Small Business Funding18:44 The Evolution of Crowdfunding and Its Impact on Startups21:53 Crowdfund Capital Advisors (CCA): Data, Insights, and Global Influence29:10 Exploring the Macro Impact: COVID-19 and Economic Shifts on Crowdfunding31:03 Exploring the Benefits of Crowdfunding Investments32:03 The Basics of Setting Up Crowdfunding for Your Business32:37 Navigating Legal Requirements and Crowdfunding Platforms34:43 Crafting a Successful Crowdfunding Campaign37:08 Understanding Investor Dynamics in Crowdfunding41:54 The Future of Liquidity and Secondary Markets in Crowdfunding49:33 Innovative Trends and Opportunities in Crowdfunding55:13 Choosing Between Regulation A and CF for Crowdfunding57:53 Engaging with Crowdfunding Platforms and Opportunities01:00:03 The Role of Media and Institutional Capital in Crowdfunding01:02:19 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: 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 Gary Maier:Email:info@fintovapartners.comWebsite:www.fintovapartners.comLinkedIn: https://www.linkedin.com/in/garymaier/                        https://www.linkedin.com/company/fintova/ Timestamps: 00:00 Introduction to the Guest: From Magic to Music00:33 Early Days: Magic Shows and Musical Beginnings01:42 Transitioning to Music: A Journey with the Guitar03:24 Forming a Band and Scoring a Movie05:04 From Music to Programming: A Creative Crossover05:42 Moving to Florida and Reflecting on Musical Equipment08:21 A Storied Career in Finance: From Intern to Innovator09:57 The Genesis and Evolution of BlackRock's Aladdin18:32 Fintova: Launching a Consultancy in Financial Services27:21 Expanding in Florida: Wall Street South and Beyond30:01 Exploring the Impact of Data and AI on Asset Management30:24 The Critical Role of Data Architecture in Maximizing AI31:55 The Evolution of Technology Adoption in Asset Management34:34 Harnessing Alternative Data for Asset Management Innovation41:34 The Future of AI in Financial Services: Opportunities and Challenges41:58 Adapting to AI: Strategies for Financial Firms49:23 The Importance of Talent and Leadership in Embracing AI57:54 Fintova's Role in Shaping the Future of Financial Services01:00:53 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.