

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

Feb 27, 2024 β’ 47min
Commercial Lending and Investment with Merryweather Group Capital's Jamie Shulman
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 Jamie:LinkedIn: https://www.linkedin.com/company/meriwether-group-capital/Website: https://www.meriwethergroupcapital.com/ Timestamps:00:00 Introduction and Guest Background01:09 Identifying a Market Gap in Lending02:10 Understanding the Borrower Profile03:51 Why Banks Avoid Certain Loans04:27 The Underwriting Process06:04 Market Opportunities and Trends09:02 Connecting with Potential Borrowers11:00 Loan Terms and Rates18:05 Addressing Misconceptions and Risks22:12 The Importance of Financial Reporting24:43 Discussing Bad Deals and Portfolio Quality26:16 Transitioning to the Investor Side of Business26:20 Exploring the Fund Structure and Capital Raising27:05 Understanding the Fund's Investment Strategy28:06 Challenges and Strategies in Capital Raising29:49 Addressing Investor Concerns and Comparisons33:03 Discussing the Evergreen Structure and Investor Redemptions43:52 Exploring Opportunities and Challenges in the Macro Space44:59 Final Thoughts and Closing Remarks 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.

Feb 22, 2024 β’ 51min
Institutional Prospective: Digital Assets, Blockchain Technology and the Future of Finance
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 Jay:X.com (Twitter): @jaybiancamanoLinkedIn: https://www.linkedin.com/in/jay-biancamano/ Timestamps:00:00 Introduction and Wine Talk02:54 Jayβs experience & career Journey05:17 Venturing into the Digital Space07:08 The Impact of Blockchain Technology07:32 Current State of Digital Assets for institutions10:18 The Future of Tokenization and Digital Assets13:05 Regulatory Landscape and Challenges26:20 The Challenges of Cryptocurrency Custody30:04 The Future of ETFs and 24/7 Trading33:52 The Potential of Tokenizing Data36:15 The Impact of Blockchain on Traditional Finance42:02 The Future of Fundraising and Valuation44:09 The Rise of DeFi in Institutions46:14 The Promise of Tokenization48:26 Closing Thoughts 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.

Feb 15, 2024 β’ 34min
Understanding the EU AI Act: The Impact on Investment Managers
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 Ian:Email: ian.gobin@cummingspepperdine.comCummingspepperdine.com Timestamps:00:00 Introduction to the Podcast00:35 Understanding the EU AI Act00:57 Implications of the EU AI Act03:09 The EU AI Act and Investment Managers04:35 Understanding the Scope of the EU AI Act07:16 The Risk Categories of the EU AI Act11:56 Penalties for Non-Compliance with the EU AI Act14:29 The Impact of the EU AI Act on Investment Managers21:59 The Future of AI Legislation31:20 Conclusion and Final Thoughts 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.

Feb 1, 2024 β’ 44min
Investing Beyond the Border - Venture Capital Opportunities in Latin America
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 Ali:Website: https://www.firstcheckventures.com/LinkedIn: http://www.linkedin.com/in/mralijamal/ Timestamps:00:00 Introduction and Welcome00:38 Meet the Guest: Allie Jamal's Journey08:48 Exploring the World of Super Apps11:57 The State of LATAM Today16:31 Investing in LATAM: Opportunities and Challenges20:35 Sourcing Deals and Finding Opportunities24:08 Adding Value to Companies Beyond Capital24:38 The Role of a VC in a Startup's Journey26:15 Navigating the Competitive Landscape of Investment Opportunities27:32 The Importance of Collaboration in Investment28:42 The Risks and Rewards of Early Stage Investment30:58 The Changing Metrics of Success in Startups38:01 The Future of Latin America in the Global Economy40:22 Advice for Founders: Building Something People Want43:39 Connecting with First Check Ventures 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.

Feb 1, 2024 β’ 26min
Navigating 2024: AI's Transformative Impact on Fund Administration
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 Here to be a guest on our video podcast: π https://bit.ly/46X7cSQ Website (s) :https://dwell.fihttps://paddockcapitalmarkets.com/https://www.tridenttrust.com/ Linkedin (pages): Judith Peterson- Moderatorhttps://www.linkedin.com/in/judithmpeterson/ Kumar Ujjwal- DwellFihttps://www.linkedin.com/company/dwellfi/https://www.linkedin.com/in/kumarujjwal1/ Bill Salus- Paddock Capital Markethttps://www.linkedin.com/in/bill-salus-30900a5a/https://www.linkedin.com/company/paddock-capital-markets/ Skyler Steinke- Trident Fund Serviceshttps://www.linkedin.com/in/skylersteinke/https://www.linkedin.com/company/trident-trust/ Timestamps:00:00 - Introduction: Discussing Trends and Challenges in Fund Administration04:14 - New Technology and AI: Improving Productivity and Client Service08:07 - From Dot-Com to AI: The Evolution of Technology11:36 - Overcoming Data Friction and Regulatory Challenges with AI15:13 - Investing in AI: Boosting Productivity and Debunking Misconceptions19:20 - AI Models: Addressing Misinformation and Data Integrity21:25 - Fundamental Changes in Business Operations with AI Integration24:47 - Scaling Fund Administration: The Future Outlook artificial intelligence,ai,fund administration,agi,ai models,alt funds,fund operations 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.

Jan 24, 2024 β’ 56min
Tokenize This - How Tokenization Is Impacting Finance
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 Here to be a guest on our video podcast: π https://bit.ly/46X7cSQ Website: https://securitytokenadvisors.com/Twitter: @stomarket @tokenadvisorsLinkedin (pages):https://www.linkedin.com/company/stomarket/https://www.linkedin.com/company/securitytoken/Conference: https://summit.stm.co/ Timestamps:00:00 Introduction to the Podcast00:27 Background of Herwig Konings and Security Tokens Group03:37 The Journey of Peter Gaffney into the Tokenization World05:40 Overview of Security Tokens Group's Business Lines08:14 The Evolution and Current State of Tokenization14:22 Major Use Cases of Tokenization17:40 The Operational Process of Tokenization24:04 The Size of Opportunity in Tokenization27:13 How Tokenization Increases Liquidity28:26 Understanding Yield and Liquidity in Asset Management29:37 The Future of Tokenized Assets and Collateralization31:22 The Role of Big Firms and Sponsors in Tokenization32:09 The Impact of Rating Agencies and Wealth Management on Tokenization34:34 The Global Landscape of Tokenization49:36 The Role of AI and Machine Learning in Tokenization53:37 Connecting with Security Token Group55:37 Closing Remarks 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.

Jan 19, 2024 β’ 51min
The Collision of Fixed Income and Crypto Mining
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 Here to be a guest on our video podcast: π https://bit.ly/46X7cSQ Connect with Sean & Kevin:Website: https://valiantfinance.net/valiant-digital-finance/ Litigation Finance Recording with Sean:https://www.youtube.com/watch?v=FQLjhMdShl0 Timestamps:00:00 Introduction and Guest Introduction00:47 How Shawn Campbell Got into Bitcoin Mining04:06 Kevin Hertz's Journey into Bitcoin Mining07:01 Understanding Bitcoin Mining Infrastructure11:11 The Economics of Bitcoin Mining22:13 The Impact of Bitcoin Halving on Mining24:25 The Role of Transaction Fees in Bitcoin Mining27:06 Understanding the Economics of Bitcoin Mining27:27 The Impact of Mining on Bitcoin Transaction Fees27:55 The Role of Transaction Fees in Bitcoin Mining28:07 The Future of Bitcoin Mining: Transaction Fees and Block Rewards28:32 The Intricacies of Bitcoin Mining: Power Availability and Efficiency28:53 The Power Surplus in the United States and Its Impact on Bitcoin Mining29:17 The Role of Power Plants in Bitcoin Mining29:56 The Concept of Interruptible Load in Bitcoin Mining31:28 The Offering: Structuring Investments in Bitcoin Mining31:41 Understanding the Risks and Rewards of Investing in Bitcoin Mining48:16 The Role of Mining Pools in Bitcoin Mining 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.

Jan 12, 2024 β’ 32min
MPC Wallets, Custody and On-Chain Activity
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 Here to be a guest on our video podcast: π https://bit.ly/46X7cSQ Connect with SteveEmail: steve@fordefi.comTelegram: @SteveFordefiWebsite: Fordefi.com 00:00 Introduction and Guest Background00:36 Understanding Fortify and Its Role in Defi01:22 Exploring the Concept of MPC Wallets03:51 Different Types of Wallets and Their Features07:46 The Evolution of Institutional Custody in Defi13:36 The Future of Layer 1 and Layer 2 Protocols17:29 The Importance of Staking and Its Trends25:49 The Role of Smart Contract Verification30:53 Closing Remarks and Contact Information 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.

Dec 20, 2023 β’ 54min
Navigating Big Data, AI, and Talent Acquisition: A Comprehensive Insight
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 Here to be a guest on our video podcast: π https://bit.ly/46X7cSQ Connect with Rassul:*NEW* Website: www.mycvcover.comWebsite: https://www.datatalentadvisors.com/Twitter: @BigDataVision Timestamps: 00:00 Introduction and Guest Background00:50 Guest's Journey into Data Analytics and AI09:03 The Role of Data in AI and Business11:43 The Importance of Master Data Management16:18 The Evolution of Big Data and AI21:01 The Future of AI and Data Management25:06 The State of Financial Services in Relation to Data and AI27:04 The Role of Technology in Banking27:18 The Importance of Data Management27:56 The Impact of AI in Financial Services28:25 The Use of AI in Fund Services and Legal Firms32:43 The Role of AI in Business Development34:05 The Future of AI in Business34:33 The Challenges and Opportunities of AI in Business45:15 Different roles of AI50:46 The Importance of Human Element in AI52:35 The Role of AI in Job Hunting53:56 Conclusion: The Future of AI

Dec 14, 2023 β’ 19min
Exploring Closed-Ended Funds and Fund Structuring with Kevin Cott- Cott Law Group
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 Here to be a guest on our video podcast: π https://bit.ly/46X7cSQ Connect with Kevin:https://cottlawgroup.com/https://www.linkedin.com/in/kevin-cott-42524a33https://x.com/CottLawGroup?s=20 Timestamps and Topics:00:00 Introduction and Welcome00:36 Differences between open end and closed end funds.06:32 Trends in asset classes in fund launches in 2023.07:28 Understanding terms of the fund and how to deploy the capital while planning for a future exit.09:25 Fund structuring and operational considerations11:46 Thoughts on 506c vs. 506B for capital raising14:05 Inexperienced fund managers tend to want to deploy multiple strategies in same portfolio and why this is problematic.17:08 New rules will require disclosing preferential treatment.18:30 Conclusion and Contact Information closed ended funds, open ended funds, investment management industry, legal counsel, underlying assets, freely transferable assets, illiquid assets, liquid crypto tokens, closed end fund, open end fund, fund managers, crypto funds, blockchain venture funds, hedge funds, venture capital funds, management fee, performance allocation, preferred return, high water mark, carried interest, waterfall structure, investment period, exit date, fundraising, real estate funds, operational work, closed ended fund structure, private funds rules, side pockets, private fund advisors 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.