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Alt Funds Network
Alt Funds Network
Author: Mike Schroeder, Skyler Steinke
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© 2022, Alt Funds Investment Podcast
Description
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.
146 Episodes
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Find us online: https://altfunds.io/
Email us with topic ideas: info@altfunds.io
Spotify: https://bit.ly/4afXcan
Apple Podcast: https://apple.co/4akXAUS
👇 Click Below to be a guest on our video podcast: 👇
https://forms.gle/eUNLxbPj5utv8bar7
Connect with David Stemerman:
firm website: https://www.centerbook.com/
firm linkedin: https://www.linkedin.com/company/centerbook-partners-lp/
Timestamps:
00:00 Pre Interview Recap
01:28 Podcast Intro Guest
01:52 David’s Background
03:03 Why CenterBook Exists
05:49 Manager Evaluation Data
09:22 Durable Alpha Patterns
12:34 Regime Change Three Signals
18:13 AI Winners And Losers
21:15 Allocator Diversifier Needs
26:43 Future Of Alpha Capture
29:41 Scaling The Platform
32:08 Research As Gold
33:37 Alpha Theory Framework
35:10 Why Optimal Beats Actual
36:36 CenterBook As Partner
37:56 Manager Risk Tools
40:23 Where Alpha Leaks
44:03 Spotting Real Skill
48:13 Long Short Is Not Dead
51:43 AI In The Workflow
54:25 Active Extension Vision
59:04 Closing And Contact
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.io
Spotify: https://bit.ly/4afXcan
Apple Podcast: https://apple.co/4akXAUS
Google: https://bit.ly/4am9oXk
Connect with Wojciech Kaszycki:
firm website: btcs.com.pl/en/index.html
Timestamps:
00:00 Post Interview Recap
02:03 Podcast Intro Guests
02:41 BTCS Origin Mission
05:08 Validators And Treasury
08:08 Active Treasury Mindset
09:30 Why Passive Treasuries Fail
14:06 Regulation And Compliance
18:50 Bitcoin Outlook 2026
22:39 AI Agents And Crypto
24:35 AI Agents in Trading
25:45 AI as Digital Employees
27:38 Internet Era Warning
28:38 Building Agent Workflows
29:24 Guardrails and Supervision
31:50 Treasuries vs Crypto ETFs
35:30 DeFi Meets Tokenization
38:07 Oracles for Real Assets
39:42 Banks and Crypto Rails
44:18 Defense Tech and AI
47:40 Future Tech Reflections
48:57 Where to Connect
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.io
Spotify: https://bit.ly/4afXcan
Apple Podcast: https://apple.co/4akXAUS
👇 Click Below to be a guest on our video podcast: 👇
https://forms.gle/eUNLxbPj5utv8bar7
Connect with Holli Moeini:
LinkedIn: https://www.linkedin.com/in/hollimoeini/
Instagram: https://www.instagram.com/hollimoeini/
Facebook: https://www.facebook.com/holli.moeini/
Timestamps:
00:00 Post Interview Recap
01:55 Meet Holli M&A Advisor
02:37 Holly Career Journey
03:31 Market Stats Wakeup Call
05:05 Common M&A Myths
08:32 Exit Ready Mindset
08:48 Financials That Sell
12:34 Boosting Multiples Drivers
14:38 AI And Profitability
18:58 Fraud In Small Business
22:13 Red Flags And Controls
25:48 Spotting IT Kickbacks
28:10 What Private Equity Wants
31:19 Platform vs Bolt On
33:20 Book Title Backstory
34:27 Avoiding M&A Pitfalls
38:37 Deal Structure Trends
39:29 Earnouts Done Right
46:42 Smarter Buyers Today
48:44 Where to Connect
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.io
Spotify: https://bit.ly/4afXcan
Apple Podcast: https://apple.co/4akXAUS
👇 Click Below to be a guest on our video podcast: 👇
https://forms.gle/eUNLxbPj5utv8bar7
Connect with James Harris:
firm website: https://tesseract.fi/
firm linkedin: https://www.linkedin.com/company/tesseractinvestment/
X: https://x.com/tesseractcrypto
Timestamps:
00:00 Post-Call Banter: James’ Market Insights & AI Vaults Tease
01:15 Welcome to the All Funds Network Podcast + Guest Intro
01:45 James’ Origin Story: From TradFi Trading to Discovering Bitcoin
04:21 Building in Crypto: Funds, Custody Pivot, and the Road to Tesseract CEO
06:51 Market Recap: October Flash Crash vs. February Sell-Off (What Really Happened)
14:41 Did We Hit the Bottom? Cycles, Macro Signals, and Why Bitcoin Feels “Off”
16:11 Gold & Silver Mania: Narrative Trades and Volatility Comparisons
17:53 AI, Compute, and the Coming Energy Crunch
20:33 What Tesseract Does: Institutional Yield, DeFi Strategies, and MiCA Licensing
22:29 On-Chain Vaults Explained: Transparency, Non-Custodial Asset Management, and EU Compliance Hurdles
26:40 Are DeFi Vault Tokens Securities? The Compliance Problem
27:24 MiCA vs. US Regulation: Building a Cross-Border Framework
29:07 Why Regulatory Clarity Unlocks Institutional DeFi
32:17 Digital Asset Treasuries in 2026: The ETF Competition & Cost Base Trap
35:37 How Bitcoin Treasuries Chase Yield: Options, Lending & Wrapped BTC
39:37 Sentiment at Extremes: Fear Index, FTX Lows, and the Long-Term Thesis
43:31 What “Institutional-Grade” Yield Really Requires (Risk, Ops, Security)
49:17 Black Swans & Staying Useful: Probabilities, Strategy Risk, and Compliant Vaults
51:00 What’s Next: Tokenized Asset Management, Yield Everywhere, and Where to Connect
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/4akXAUS 👇 Click Below to be a guest on our video podcast: 👇https://forms.gle/eUNLxbPj5utv8bar7 Connect with Kanav Kalia:firm website: https://www.oxanepartners.com/ my linkedin: https://www.linkedin.com/in/kaliakanav Timestamps: 00:00 Introduction and Recap02:31 Guest Introduction: Kanav Kalia03:08 The Origin Story of Oxane Partners06:46 Evolution of the Credit Market11:43 Asset-Based Finance Explained16:12 Technology and Infrastructure in Private Credit20:05 Ecosystem-Led Private Credit24:08 The Role of Technology Solutions24:11 Bringing It All Together: The Journey So Far26:41 Identifying Risk and Potential Fraud31:02 Regulatory Perspectives and Market Growth38:35 AI in the Private Credit Space43:40 Concluding Thoughts 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.
Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUS 👇 Click Below to be a guest on our video podcast: 👇https://forms.gle/eUNLxbPj5utv8bar7 Connect with Kevin Bruner:Schedule a meeting: https://zoomwithkev.com/firm website: https://theqcompanies.com/ Timestamps: 00:00 Introduction and Overview00:30 The Importance of Tax Mitigation00:51 Challenges in the Financial Industry02:28 Kevin Bruner's Background and Experience02:48 The Q Companies and Financial Strategies05:13 Insights on Financial Planning and Taxation18:10 The 1031 Exchange Explained26:21 The 537 Installment Sale Trust26:56 Understanding the Trust and Escrow Process28:29 Role of the Trustee and Trust Protector29:10 Revocable vs. Irrevocable Trusts30:20 Estate Planning and Heir Management31:35 Tax Implications and Planning33:28 Real Estate and Business Applications39:39 Special Cases and Unique Assets50:00 Trends and Market Opportunities01:03:13 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 🤝Podcast Sponsor: Richey May - Fund Audit and Tax ServicesRichey May Website: https://richeymay.com/industries/alternative-investments/Reach out to Steve Vlasak: svlasak@richeymay.com Connect with Jonathan Sharon:Email: jon@richeymay.comWebsite: https://richeymay.com/Linkedin: https://www.linkedin.com/company/richeymay/ Timestamps: 00:00 Introduction and Guest Welcome00:44 About Richie May and Their Services01:46 Tax Processes and Fund Administration03:35 Key Tax Considerations for Fund Managers10:20 Crypto and Tax Implications14:00 Common Issues and Best Practices16:47 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 🤝Podcast Sponsor: Richey May - Fund Audit and Tax ServicesRichey May Website: https://richeymay.com/industries/alternative-investments/Reach out to Steve Vlasak: svlasak@richeymay.com Connect with Monica Blocker:my email: mblocker@houlihancapital.comfirm website: https://www.houlihancapital.com/ my linkedin: https://www.linkedin.com/in/monica-blocker-1354658b Timestamps: 00:00 Introduction and Sponsor Message00:34 Understanding Valuation Agents03:00 Levels of Asset Valuation03:51 When to Engage Valuation Services08:27 Common Mistakes in Valuation11:43 Valuation Costs and Considerations13:56 Nuances in Digital Asset Valuation16:43 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 🤝Podcast Sponsor: Richey May - Fund Audit and Tax ServicesRichey May Website: https://richeymay.com/industries/alternative-investments/Reach out to Steve Vlasak: svlasak@richeymay.com Connect with David Madden:Email: dmadden@wintrust.comWebsite: https://www.wintrust.com/ Linkedin: https://www.linkedin.com/in/david-madden Timestamps: 00:00 Introduction and Guest Welcome00:31 Overview of the Short Fund Series00:56 Understanding Fund Banking Needs03:07 Choosing the Right Bank for Your Fund04:18 Bank Account Requirements and Onboarding06:19 Opening a Bank Account: Timeline and Considerations07:15 Managing Multiple Bank Accounts08:43 Compliance and Best Practices12:23 Common Mistakes and Tips for New Managers14:05 Cost and Services of Banking for Funds15:55 Digital Banking and Support17:12 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🤝Podcast Sponsor: Richey May - Fund Audit and Tax ServicesRichey May Website: https://richeymay.com/industries/alternative-investments/Reach out to Steve Vlasak: svlasak@richeymay.comConnect with Stephen Vlasak:LinkedIn: https://www.linkedin.com/in/stephenvlasakWebsite: https://richeymay.com/ Timestamps: 00:00 Introduction and Guest Welcome00:20 Overview of Richie May Services00:49 Understanding the Role of an Auditor03:01 When to Involve an Auditor04:35 Audit Requirements and Importance05:24 Admin vs Auditor Responsibilities06:39 Audit Process and Preparation10:15 Common Audit Challenges12:39 Valuation Policies and Procedures14:36 Audit Costs and Final Thoughts15:56 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 🤝Podcast Sponsor: Richey May - Fund Audit and Tax ServicesRichey May Website: https://richeymay.com/industries/alternative-investments/Reach out to Steve Vlasak: svlasak@richeymay.com Connect with Skyler Steinke:LinkedIn: https://www.linkedin.com/in/skylersteinkeWebsite: https://www.theascent-group.com/ Timestamps: 00:00 Introduction and Sponsor Message00:20 Meet the Experts: Mike Schroeder and Skyler Steinke00:57 Understanding Fund Administration01:25 The Role of Fund Administrators03:48 Investor Perspectives on Fund Administration04:57 When to Involve a Fund Administrator05:43 Qualities of a Great Fund Administrator06:23 Technology in Fund Administration08:02 Challenges in Crypto Fund Administration10:14 Common Mistakes by New Fund Managers14:42 Pricing Overview for Fund Administration17:07 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 🤝Podcast Sponsor: Richey May - Fund Audit and Tax ServicesRichey May Website: https://richeymay.com/industries/alternative-investments/Reach out to Steve Vlasak: svlasak@richeymay.com Connect with John Araneo:my email: jaraneo@colefrieman.comfirm website: www.colefrieman.commy linkedin: https://www.linkedin.com/in/john-t-araneo-58a1661/X: @JohnAraneo27 Timestamps: 00:00 Introduction and Guest Welcome00:42 Overview of Cole Freeman and Mallon01:54 The Role of a Fund Formation Lawyer03:57 Key Considerations in Fund Formation07:40 Jurisdictional Choices for Fund Managers12:36 Ongoing Legal Services for Fund Managers15:16 Challenges in Digital Asset Funds20:59 Cost Expectations for Fund Formation24:00 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/46X7cSQConnect with Earl Yaokasin:LinkedIn:linkedin.com/in/earl-jordan-yaokasin-cfa-7350ab4bFacebook: https://www.facebook.com/earljordan.yaokasinX: https://x.com/Earl_JordanYoutube: https://www.youtube.com/@WealthArchInvestmentServicesTimestamps: 00:00 Introduction and Guest Welcome00:57 Earl's Early Entrepreneurial Journey02:20 Challenges and Hard Work in the US04:45 Career Growth and Achievements07:45 Starting Wealth Arch Investment Securities11:21 Transitioning from Corporate to Entrepreneurship16:03 Investment Strategies and Client Management20:38 Detailed Investment Updates and Client Communication25:45 Research Process and Daily Routine26:38 Planning the Day with News and Research27:01 Analyzing Netflix's Financial Projections29:16 Current Stock Picks and Excitements29:37 Vital Farms: A Deep Dive33:27 Shift Four: The Payment Processor36:31 PayPal's Long-Term Potential38:19 AI and Nvidia's Future Prospects42:35 Gold, Silver, and Cryptocurrency Insights45:37 Energy Sector and GE Renova47:57 Final Thoughts and Personal 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 Tad Fallows & Matt Shechtman:Website: https://www.longangle.com/Tad Fallows: https://www.linkedin.com/in/fallows/ Matt Shechtman: https://www.linkedin.com/in/msheck/ Timestamps: 00:00 Introduction to Long Angle Community03:25 Meet the Founders: Tad and Matt03:59 The Genesis of Long Angle05:15 Community Growth and Member Demographics05:55 Private Market Investments and Member Benefits12:48 Maintaining Quality and Due Diligence18:51 Investment Strategies and Member Insights27:16 Digital Natives and Financial Comfort28:15 Dissatisfaction with Financial Advisors30:17 Asset Allocation Insights32:22 Satisfaction Ratings and Personal Trainers36:05 Wealth as an Asset for Children37:02 Estate Planning and Golden Visas41:02 Key Takeaways for New Wealth43:17 Building the Long Angle Community47:26 Future of Long Angle49:28 In-Person Meetings and Community Culture52:09 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/4akXAUS 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Oktay Kavrak:Website: https://leverageshares.com/en-eu/X: https://x.com/OKavrakLinkedIn: linkedin.com/in/kavrak Timestamps:00:00 Introduction and Overview00:23 Leveraged Products and Market Trends01:05 Educational Aspects of Leveraged Products02:07 Interview with Octe: Leverage Shares02:34 The Concept of Single Stock ETFs04:17 Growth and Popularity of Leveraged Shares04:51 Understanding ETPs in Europe06:58 Regulatory Challenges and Market Adaptation08:36 Options Income ETFs and Target Audience12:40 Mechanics of Leveraged ETFs15:07 European Market Nuances16:50 Traction and Popularity of Leveraged Products17:28 Finding the Sweet Spot in Leverage18:18 Popular Leveraged Products18:55 Art and Science of Stock Selection20:04 White Label Platform for ETFs22:07 Criteria for Partner Selection24:19 Challenges in European Distribution26:35 Innovative Income Products29:50 Structuring Options Income Products33:40 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 Patrick Wood:Website: https://www.delphx.com/ Timestamps:00:00 Introduction and Overview02:14 Guest Introduction: Patrick Wood02:35 Patrick's Background and Career Journey03:21 Challenges and Opportunities in Capital Markets05:07 Delphx Capital Markets: The Early Days06:47 Innovating in Credit Markets09:28 Delphx's Unique Product Offering12:45 Hedging Strategies for Crypto Treasuries16:39 Market Dynamics and Risk Management20:54 Mechanics of the Hedge Product27:14 Hedge Funds and Treasury Strategies28:15 Transparency and Risk Management29:31 Institutional Investor Products30:20 Market Timing and Treasury Management33:28 Private Placement and Future Innovations39:34 Challenges in the Current Market47:34 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 Yvonne Newlands:Website: https://www.trekka.ai/ Timestamps:00:00 Introduction and Initial Thoughts on AI in Fund Administration01:42 Welcoming Yvonne Newlands to the Podcast02:17 Yvonne's Background and Journey into AI03:51 Challenges and Hesitations in AI Adoption06:48 First Steps and Opportunities in AI Implementation11:09 Specific AI Use Cases in Fund Administration21:58 Addressing Concerns and Ensuring AI Reliability25:34 Building Effective AI Workflows32:58 Future Roadmap and Collaboration with Clients36:02 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/46X7cSQConnect with Kim Daly:Company Website: www.TheDalyCoach.com LinkedIn: https://www.linkedin.com/in/dalykimFacebook: https://www.facebook.com/createwealththrufranchising/ Instagram: https://www.instagram.com/thedalycoach/?hl=enTimestamps: 00:00 Introduction and Initial Thoughts00:06 Diving into Franchising03:17 Kim's Journey into Franchising06:46 Success Stories and Lessons Learned10:49 Understanding the Franchise Model21:26 Mindset and Personal Growth32:04 Franchise Opportunities and Pitfalls35:52 The Power of Franchising: Equipment and Support37:41 The Value of Brand Recognition40:20 Economic Resilience of Franchises45:06 Funding Your Franchise49:22 The Intersection of Health and Business55:37 Mindset and Quantum Physics in Business01:00:28 Achieving and Redefining Success01:06:45 Upcoming Projects and Final Thoughts 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 Robert Grzesik:Company Website: https://botspot.trade/ Youtube: https://www.youtube.com/c/Lumiwealth Facebook: https://www.facebook.com/lumiwealth/ X: https://x.com/lumiwealth Timestamps: 00:00 Introduction and Recap of Previous Episode01:44 Welcome to the Alt Funds Network Podcast02:06 Robert Grzesik's Early Coding Journey03:07 From Video Games to Business Ventures04:41 Transition to Finance and Wall Street06:19 The Birth of Lumi Wealth and Bots Spot07:10 Introduction to Vibe Coding and Trading Strategies12:55 Creating and Testing AI Trading Strategies25:46 Backtesting and Analyzing Trading Strategies29:29 Analyzing Risk and Performance Metrics29:51 Exploring Detailed Analytics and Tools30:42 CSV Files and Trading View Charts32:57 Connecting and Trading with Brokers35:56 AI Strategy Optimization39:07 Marketplace for Trading Strategies45:35 Future of AI in Trading51:10 Vibe Coding and AI in Software Development54:07 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 Mikkel Thorup:Website:ExpatMoney.comExpatMoneyShow.comExpatMoneySummit.com Timestamps: 00:00 Introduction and Episode Overview02:13 Guest Introduction: Mikkel Thorup03:05 Mikkel's Background and Early Life05:31 Global Travel and Family Life08:55 Business and Services Overview11:09 Client Profiles and Common Scenarios15:13 Popular Jurisdictions and Trends18:17 Citizenship by Ancestry and Investment24:07 Benefits of a Second Passport29:46 Common Mistakes and Expert Advice33:20 Key Steps for Starting Out33:39 The Importance of Offshore Investments33:59 Real Estate Strategies and Preferences35:34 Managing and Structuring Real Estate Investments38:28 Tax Responsibilities for US and Canadian Citizens39:56 Financing and Purchasing Property Abroad44:08 Navigating International Real Estate Markets46:38 Challenges and Pitfalls in International Real Estate50:12 Emotional Aspects of Moving Abroad52:40 Educational Options for Expat Children57:19 Family Legacy and Values59:50 Favorite Travel Experiences and Final Thoughts 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.























