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 Kimberly Flynn:Website: xainvestments.comLinkedIn: linkedin.com/in/kimberlyannflynn Timestamps:00:00 A Deep Dive into Personal Musical Journeys02:18 Exploring the World of XA Investments06:03 The Intricacies of Interval Funds Explained08:31 Navigating the Landscape of Retail Alternatives15:58 The Future of Interval Funds and Market Trends21:54 Misconceptions and Challenges in Interval Fund Investments27:35 Navigating Distribution Challenges in Wealth Management28:24 The Importance of Feasibility Studies and Product Structure30:09 Exploring Interval Funds and Market Trends32:17 The Role of Technology in Enhancing Distribution and Investor Experience41:48 Board Requirements and Governance in Fund Management43:52 Deciding Factors for Choosing Closed-End Fund Structures48:40 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.

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 Allan Matheson:Website: www.goldenpear.capitalEmail: allan@goldenpear.capitalLinkedIn: 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 Cantonese02:14 From Tech Entrepreneur to Crypto Enthusiast: Allan's Professional Evolution04:12 Diving Deep into Crypto: The Allure of DeFi and Blockchain's Potential08:24 Exploring the Future: Innovations and Challenges in the Crypto Ecosystem12:58 Golden Pair: A Glimpse into Allan's Crypto Hedge Fund and Investment Strategy14:47 Navigating Risks and Compliance in the Volatile World of Crypto19:14 The Crypto Market Cycle: Insights and Predictions from Allan36:43 Deciphering the Complex Landscape of Layer 1 and Layer 2 Blockchains43:30 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: 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 Mark Paul Weisenborn:Website: https://weisenborn.co/LinkedIn: https://www.linkedin.com/company/weisenborn Timestamps:00:00 Embarking on a Crypto Journey: The Early Days00:35 The Skepticism and Curiosity: Initial Encounters with Bitcoin02:05 A Quant's Perspective: Analyzing Bitcoin's Potential05:50 Investment Philosophy: Seeking Compounded Returns07:57 Diversification and Strategy: Exploring Various Tokens11:15 Market Dynamics and ETFs: Analyzing Bitcoin's Influence17:19 Community Insights and Future Opportunities18:01 Investment Approach and Team Dynamics24:59 Exploring Innovative Investment Strategies25:24 The Benefits of Third-Party Collaboration26:37 A Day in the Life of a Crypto Fund Manager29:40 The Importance of Health and Balance in Investing30:42 Surfing the Crypto Waves: Risk Management and Market Cycles35:06 Diversifying with Payment Technologies36:50 The Art of Finding Investment Opportunities40:04 Healthy Mind, Healthy Portfolio: The Key to Success41:13 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.

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 Derrick Barker:Website: https://www.nectar.com/Facebook: https://www.facebook.com/usenectarTwitter: https://twitter.com/usenectarInstagram: https://www.instagram.com/usenectarLinkedIn: https://www.linkedin.com/company/usenectar/ Timestamps:00:00 Introduction to the Derrick's Real Estate Journey00:30 From College Entrepreneur to Real Estate Mogul01:14 Transitioning from Goldman to Full-Time Real Estate02:20 Expanding and Adapting Real Estate Strategies03:35 Scaling Up: Lessons from Early Deals to Large Complexes10:20 Navigating Market Changes and Strategic Shifts15:35 Launching Nectar: A New Venture in Real Estate Financing19:33 Innovating Real Estate Financing with Technology23:18 Addressing Unique Financing Needs in Real Estate25:54 Exploring Diverse Real Estate Investments Across the States26:36 The Journey from Traditional to Technology-Driven Real Estate Solutions29:02 Internal Use of Proprietary Software and Future Licensing Possibilities29:31 Addressing the Middle Market's Unique Needs in Real Estate32:32 Annual Deal Flow and the Power of a Strong Network35:09 2024 Real Estate 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 Vinayak:Website: https://yellowmountaincap.com/Email: vinayak@YellowMountainCap.com Chapters:Welcome and Introduction to the GuestInspiration from Warren BuffettA Personal Investment Success StoryVinayak's Journey into InvestingThe Philosophy of Value InvestingThe Role of AI in InvestingPersonal Background and the Journey to the U.S.Exploring Market Opportunities: The Under Armour CaseInvestment Insights and Economic LandscapeThe Concept of Moats in InvestingLearning from Investment MistakesThe Philosophy Behind Yellow Mountain CapitalAdvice for Aspiring Fund ManagersValuable Lessons from Market HistoryConnecting with Vinayak and Yellow Mountain Capital Disclaimer:Alt Funds Network LLC and 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 Michael and Global Access:Website: https://www.globalaccesscsg.com/LInkedIn: https://www.linkedin.com/company/global-access-csg/ Chapters:The Thrill of Racing: A Financial Expert's OutletIntroducing Global Access Capital: A Journey from Law to FinancePioneering Impact Investing: The Livelihood Impact FundInnovative Ventures: From Heart Disease to Basketball EquityExploring Commercial Real Estate: Opportunities Amidst DislocationExploring Diverse Investment Strategies and Team DynamicsThe Art of Reaching Consensus in Executive DecisionsVenturing into the Capital Raising Market and Project EvaluationImpact Investing: Beyond Financial ReturnsNavigating the Opportunities and Challenges in AIConcluding Thoughts and Future Directions Disclaimer:Alt Funds Network LLC and 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.

Judith Peterson: Moderatorhttps://www.linkedin.com/in/judithmpeterson/ Kumar Ujjwal - DwellFihttps://www.linkedin.com/in/kumarujjwal1/https://dwell.fi/ Daniel Strachman - A&C Advisors LLC:https://www.linkedin.com/in/daniel-strachman-cdda-9922351/https://aandcadvisors.com/ John Araneo - Cole-Frieman & Mallon:https://www.linkedin.com/in/john-t-araneo-58a1661/https://colefrieman.com/ Timestamps:00:00 New cybersecurity compliance regime with two key reasons.04:04 New cybersecurity rule increases complexity and accountability.10:12 Different managers have varying cybersecurity control requirements.13:01 Prioritize IT infrastructure and governance in cybersecurity.15:21 Outsourcing complicates data governance in asset management.19:36 Securely transfer sensitive information with AI.21:36 Small managers need modern third-party providers.26:46 Data governance issues led to lack of control. New regulations enforce compliance and control. Centralize and govern information for clarity.30:41 AI leverages to track, classify, and understand documents.35:18 Leveraging AI to extract and classify data.38:09 Answering Dan's question about launching a fund.42:50 New requirements for cybersecurity disclosure and retention.45:28 Call John for unique directorship guidance.49:58 Cybersecurity assessment is essential for compliance.53:14 LLMs technology leverages data for document categorization.55:40 Contracts struggle to adapt to cybersecurity, AI.57:41 Privacy, security, and data use implications discussed. SEC, SEC Cyber Security Rules, Cyber Security for asset managers, cyber security for funds, John Araneo, Daniel Strachman, Judith Peterson, Kumar Ujjwal, Cole-Frieman & Mallon, A&C Advisors, Dwellfi, asset management, instutional finance, ai and cyber security, hedge fund rules, SEC rule changes 2024, private funds, private fund compliance, cybersecurity risk management, SEC cybersecurity rules, data governance, sensitive information transfer, AI in finance, fund data platform, compliance consultants, investment advisors act, investment company act, asset management industry, cybersecurity policies, reporting requirements, disclosure requirements, record retention, compliance regime, cybersecurity expertise, cybersecurity assessment, information exposure, data discovery, data classification, automation workflows, third-party vendors, unstructured data, governance controls, operational controls, administrative controls, fund infrastructure, managed service providers, SEC reporting, AI for data management. 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 Disclaimer:Alt Funds Network LLC and 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 Samara Alpha Management:Website: https://www.samara-am.com/LinkedIn: https://www.linkedin.com/company/samara-am/ Timestamps:00:00 Introduction02:16 From Wall Street to Hedge Funds: A Career Evolution04:18 Diving into the World of Digital Assets and Cryptocurrency06:51 The Institutionalization of Crypto: A New Frontier10:54 Navigating the Risks and Opportunities in Crypto Trading14:45 The Art and Science of Seeding Crypto Funds27:05 Exploring the Tax Implications and Efficiencies of Bitcoin Investments27:34 The Evolution of Bitcoin Fund Management and Auditing28:47 Navigating Regulations and the Future of Crypto Compliance29:28 Improving Operational Efficiency in Crypto Fund Management30:04 The Future of Financial Infrastructure: Cryptocurrency and Blockchain32:21 The Transformation of Crypto Hedge Funds Since 201735:20 The Role of On-Chain Data in Crypto Trading Strategies35:55 Predicting the Next Big Shift in Crypto and DeFi37:10 Seeding New Crypto Funds: Strategies and Challenges52:36 The Importance of Strategy and Innovation in Starting a Crypto Fund Disclaimer:Alt Funds Network LLC and 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 Kumar / DwellFI:https://www.dwell.fihttps://www.linkedin.com/in/kumarujjwal1/https://www.linkedin.com/company/dwellfi/https://twitter.com/Dwell_fi Timestamps:00:00 Introduction and Guest Background03:07 Exploring AI and Machine Learning05:46 Introduction to DwellFI and its Services06:13 Deep Dive into Tokenization07:50 Exploring AI Applications in DwellFI13:11 Understanding the Market and its Challenges19:13 AI in Enterprise: Opportunities and Challenges29:18 Understanding Large Language Models29:56 Client Types and Data Feeding30:22 Multimodal Approach and Transfer Learning30:36 Training Models on Specific Data Sets30:45 Understanding Financial Data and Private Data32:32 Data Types and Client Needs33:14 Understanding Asset Data33:40 Interacting with Data and Answering Questions34:55 Challenges in Data Access and Reporting35:16 Understanding Portfolio Accounting Activity35:43 Current State of Private Fund Space35:58 Main Use Cases and Impact of AI Tools37:57 Challenges in Implementing AI Tools39:28 Use Cases for Increased Productivity46:39 Implementing AI in Business48:53 Understanding AI First Companies53:24 AI and Tokenization55:58 Future of AI First Fund Administrators and Managers58:18 Connecting with Delphi Disclaimer:Alt Funds Network LLC and 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 Judith Peterson: Moderatorhttps://www.linkedin.com/in/judithmpeterson/ Kumar Ujjwal - DwellFihttps://www.linkedin.com/in/kumarujjwal1/https://dwell.fi/ Daniel Strachman - A&C Advisors LLC:https://www.linkedin.com/in/daniel-strachman-cdda-9922351/https://aandcadvisors.com/ John Araneo - Cole-Frieman & Mallon:https://www.linkedin.com/in/john-t-araneo-58a1661/https://colefrieman.com/ Timestamps:00:00 Introduction and Panelist Overview00:27 Understanding the SEC Rules on Cybersecurity01:23 Dissecting the New Cybersecurity Compliance Regime02:31 The Current Regime and Upcoming Changes03:58 Breaking Down the New Rule09:27 The Role of AI in Data Management13:44 The Importance of Cybersecurity in Asset Management24:34 The Role of Service Providers in Cybersecurity34:56 The Impact of AI on Cybersecurity41:30 Closing Remarks and Future Implications Disclaimer:Alt Funds Network LLC and 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.