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 Here to be a guest on our video podcast: 👇  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.

Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628 Connect with Susan:Alternatives Watch: https://www.alternativeswatch.com/Susan LinkedIn: https://www.linkedin.com/in/susan-barreto-she-her-a4b1465/ Topics and Timestamps: 00:00 Introduction and Overview00:27 Investor Performance and Changes in Endowment Model02:48 Shifts in Leadership and Performance Challenges03:48 The Traditional model and What’s Changing05:25 The Impact of Trustees and Upcoming Changes06:42 The Role of Private Credit in Financing09:20 The Performance of Pension Funds11:43 The Performance of Private Equity13:15 The Future of Investment Strategies19:35 The Outlook for Institutional Investors Allocations29:35 The Role of Artificial Intelligence in Investments30:13 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.

Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628 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 Welcome00:30 Discussion on SEC Decisions: Ripple and Terraform03:28 Impact of Ripple and Terraform Decisions06:08 The Grayscale Bitcoin Trust and ETFs06:09 Updates on SEC vs Ripple and Terraform Rulings08:59 The Future of Bitcoin ETFs16:43 Banking Challenges in the Crypto Industry18:46 Conclusion 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.

Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628 https://indexcoop.com/https://twitter.com/jordantonanihttps://www.linkedin.com/in/jordantonani/ Topics / Timestamps00:00 Introduction and Index Coop Overview02:58 Exploring the Different Types of Structured Products06:17 Understanding the Clientele for On-Chain Structured Products08:17 How structured Products Work11:22 The Challenges and Solutions in On-Chain Structured Product15:25 Distributing Tokens18:38 Understanding the Operational Aspects of On-Chain Structured Products24:45 Competition and the state of the market27:20 Permissioned Blockchains & AML/KYC30:28 Gas fees and potential issues of high gas fees32:18 Secondary Markets33:50 Custody of Assets35:00 Leverage36:36 Future outlook for on-chain structure products41:15 Where to connect with Index Coop42:10 Outro 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://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628 Daniel Strachman | A&C Advisors LLC:https://www.linkedin.com/in/daniel-strachman-cdda-9922351/https://aandcadvisors.com/ [00:02:24] In today's world, it's important to have and express your own views, and for others to be open to hearing them. Many people are afraid to share their true thoughts and feelings.[00:05:11] The firm expanded services to private equity and 40 act products in addition to operations and launching new products. They offer independent directorship and corporate services. The firm has been virtual since 2014.[00:09:43] Our strong directorship business has experienced industry professionals who provide advice and support for better investment decisions, setting us apart from competitors.[00:10:55] We provide experienced directors and high-touch corporate services. We stand out from those who just check boxes.[00:16:24] Investors realize PE funds make bad investments; liquidity issues.[00:19:17] Investment management industry facing challenges with debt and commoditization.[00:21:47] There is a negative impact on unicorn hunters and finders; people want tangible investments instead of inflated valuations.[00:27:11] Hedge funds see opportunities, planning to launch office in London, impressed with ChatGPT technology. Phone technology hasn't evolved much.[00:31:27] Excitement about AI's role in disease research and potential of blockchain.[00:32:47] Exciting opportunities in AI, medicine, and blockchain for making money.[00:38:35] The low cost of entry and high potential reward attract many inexperienced hedge fund managers. Real hedge fund managers are favored.[00:40:01] Bullish on hedge funds, market knowledge key. Crypto here to stay, crisis cleaned industry.[00:43:17] The number one rule in raising money: it won't come from where you think. Hardest jobs: marketing for accounting firms, raising capital.[00:46:18] Embrace failures, ask for orders and referrals, be open to unknown markets.[00:51:48] Starting a hedge fund requires real investing experience, substantial capital, and understanding of various aspects of the business beyond managing money. It is crucial to have skilled individuals and established processes in place for successful operation. [00:53:16] The real world requires infrastructure, capital, and a roadmap for success in business. Launching with $5 million can lead to significant growth. Key Topics:- Introduction to Dan Strachman and A&C Advisors, LLC-The Importance of Independent Directors and Corporate Governance-Focus on Hedge Funds and Other Asset Classes- Discussion on the shift away from private equity and the potential boom in the hedge fund industry-Evolution of AI, Cryptocurrency, and Blockchain Technology-Strategies for Raising Capital and Building a Hedge Fund-Challenges and Opportunities in the Investment Management Industry 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://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628 Reach out to Judith: https://www.linkedin.com/in/judithmpeterson/ Key Topics:- Educating Prospects: Judith discusses the importance of educating prospects along the buyer journey, ensuring well-informed prospects for smoother sales handoffs.- Tailoring Marketing Campaigns: Learn how to customize marketing campaigns based on organization size, internal stakeholders, budgets, and goals.- Career Transition: Judith shares her career transition from operational roles to marketing within the investment management industry.- Go-To-Market Strategy: Gain insights into the significance of a well-defined go-to-market strategy and how it aligns marketing and sales efforts.- Evolving Marketing Landscape: Explore the changing landscape of marketing channels and strategies, including the role of referrals and the impact of AI and technology. Financial Services, Go-To-Market Strategy, b2b marketing, b2b sales, Marketing and Sales Alignment, Buyer Journey, hedge funds, fund marketing, marketing education, Referral Marketing, sales strategies, Marketing Strategies, Financial Services Industry, Marketing Trends, Technology in Marketing, AI in Finance, AI in marketing, Marketing for Financial Professionals, Financial Marketing Tips, Judith Peterson 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://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628 Twitter handle: @Tony_Wise_LinkedIn: https://www.linkedin.com/in/anthonymwise/Firm Website: https://colefrieman.com/team/anthony-wise/ 00:01:58 Accredited investors already can invest in private funds and can negotiate terms.00:05:49 Investors, leverage, negotiating, impact on emerging managers, side letters.00:07:02 New manager must track and disclose terms.00:12:47 Register if providing investment advice for compensation.00:15:09 New rule applies to registered investment advisors, exempt. Quarterly statements required for fees and expenses.00:19:48 Investor consent already implied in fund docs.00:22:54 Borrowing funds between funds with investor consent.00:28:34 Offering documents must include key economic terms.00:29:39 Exempt reporting advisors: perceived fewer compliance requirements00:33:36 Disclose all fees and expenses in documents.00:38:49 Exempt reporting advisors exempt unless registration necessary.00:40:12 Exempt reporting advisors may need audits.00:43:39 Extended compliance deadlines give firms time.00:46:55 Enjoyed conversation? Like, subscribe, reach out for fund opportunities. fund classes, Ppm, offering memorandum, addendum, founders class addendum, investors, new rules, exempt reporting advisors, compliance policies and procedures, insider trading rules, front running rules, pay to play rules, registered investment advisors, examination costs and fees, borrowing funds, positive rule, majority consent, fees and expenses, material economic terms, side letters, preferential terms, startup emerging managers, side letter tracking spreadsheet, restricted activities, preferential treatment, quarterly statements, breakdown of fees and expenses, misalignment of time periods, clawback mechanism, closed-ended fund, registration requirements, audit requirement.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://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628 Connect with Andrew Lines-LinkedIn: https://www.linkedin.com/in/andrew-lines-mai-58aaba7/-CohnReznick: https://www.cohnreznick.com/ Connect with Chase Pierson-Classic Root Farms (Southern Michigan): https://www.classicrootsfarm.com/-classicroots.farm (socials) In this episode we discuss...State of the Cannabis Market:-The cannabis market has been sluggish for years but is now showing signs of life.-There's a move to reclassify cannabis from a schedule one to a schedule three drug. Valuation of Cannabis Companies:-There's been a reduction in license value, affecting potential lender confidence.-Operational efficiency, handling of operating expenses, and debt are vital for company valuation. Challenges and Learnings in the Cannabis Industry:-There's a lack of national branding in the cannabis industry.-The industry is facing challenges from the black market and potential changes in federal regulation.-Companies need to avoid expanding too quickly and focus on product quality and consistency. The Future of the Cannabis Industry:-New and exciting products are emerging, offering different consumption methods.-The push for better regulation and consistent quality products is vital for the industry's growth. 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://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628Youtube: https://www.youtube.com/channel/UC8YvfSC1hraOgfr0wm3LaMA Connect with Sean - Valiant Finance website: https://valiantfinance.net/ Key topics of discussion:Definition and Origins of Litigation Finance: Sean Campbell dives deep into the history of litigation finance, tracing its roots back to 1200 A.D. and its modern evolution with banks supporting law firms.Understanding Mass Tort: Dive into the world of mass torts, distinguishing them from individual lawsuits, and discover landmark cases like the Johnson & Johnson talc baby powder scenario.Investment Shifts in Litigation Finance: From hedge funds to banks and now, the emergence of dedicated litigation finance firms, understand the changing dynamics of major players.Access for Accredited Investors: Unlock opportunities in litigation finance as Sean discusses pathways for smaller accredited investors.Most Impactful Cases: Highlighting influential lawsuits like the 3M earplugs case showcases the potential impact and profitability of strategic litigation finance.Private Equity's Role: Discover why the titans of private equity are gravitating towards litigation finance and the potential ROI attracting them.Risk Assessment in Litigation Finance: Peer into the meticulous vetting process that ensures only the strongest cases get backed.Returns and Profitability: Unpack the lucrative returns from successful litigation cases and why they’re reshaping investment strategies.Future of Litigation Finance: Predictions, trends, and trajectories shaping the future of this burgeoning sector.Ethical Considerations in Third-party Financing: Delve into the moral debate surrounding third-party lawsuit financing and its implications on the justice system.  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://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628 InvestaX: https://investax.io/IX swap: https://www.ixswap.io/Julian's LinkedIn: https://www.linkedin.com/in/juliankwan/ 1. Introduction and Key Terms:  - Discussion with Julian Quan, CEO and co-founder of InvestaX and IX Swap.  - Explanation of abbreviations: RWA (Real World Assets), STO (Security Token Offering), IPO (Initial Public Offering), and ICO (Initial Coin Offering). 2. Popularity of Real World Assets (RWA):  - Increased interest in RWAs, particularly with large institutions.  - Rise of security tokens, underlying assets as securities, and commodities tokens.  - Legal implications differ across jurisdictions; for instance, carbon credits are classified differently. 3. Evolution and Growth of Security Tokens:  - The last five years saw a growth in platforms offering lending and borrowing options related to asset-backed tokens.  - Infrastructure has been developing over five years, with more security token custodians available now.  - Issues in 2018-20 due to a lack of infrastructure, but recent advancements allow for a more integrated system. 4. Opportunities and Misconceptions in Tokenization:  - There is a misconception that tokenization is solely about liquidity.  - Tokenization provides various advantages beyond liquidity, such as improved fundraising and more efficient asset management processes.  - Julian stresses the potential for more inclusive investment opportunities, allowing even smaller investors to get involved. 5. Future of Tokenization and Challenges:  - The landscape is still evolving, with many traditional entities like banks and investment firms entering the space.  - Regulatory and legal challenges exist but are being addressed.  - The ultimate goal is to streamline private assets, improving the pace of raising funds and making investments more liquid. 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.