Alt Funds Network

Find us online: https://altfunds.io/

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Connect with Rico Blaser:

Website: https://www.vestr.com/

LinkedIn: https://www.linkedin.com/in/ricoblaser/

Timestamps: 

00:00 Introduction to Rico Blaser and Vestor

00:55 Understanding Actively Managed Certificates (AMCs)

02:58 The Structure and Benefits of AMCs

06:35 Global Issuance and Jurisdictional Nuances

10:39 Cost and Setup of AMCs

19:35 Vestr's Role and Technology Platform

25:59 Managing Indexes and Tranches on the Platform

26:44 Service Providers and Legal Considerations

28:37 Reporting and Customization Features

31:51 AMC vs ETF: Key Differences

35:11 Market Making and Liquidity

43:03 Global Trends and Jurisdictions

49:42 Conclusion 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: [email protected]

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Connect with Jeff Sarti:

Website: https://www.mortonwealth.com/

X: @SartiJeff

LinkedIn: https://www.linkedin.com/in/jeff-sarti-mortonwealth/

Timestamps:

00:00 Introduction and Guest Welcome

00:42 Jeff's Unique Hobby: Fostering Kittens

02:45 Overview of Morton Wealth

03:42 Client Mindset and Investment Philosophy

06:20 Diversification and Resilient Portfolios

07:46 Exploring Alternative Asset Classes

15:34 The Importance of Liquidity

20:51 Investor Mindset and Behavioral Biases

25:35 Market Overconfidence and Investor Sentiment

26:08 Debt Levels and Economic Concerns

28:55 Gold as a Hedge Against Inflation

31:35 Crypto and Bitcoin: Perspectives and Hesitations

37:33 Diversification and Investment Strategies

41:39 Client Capital Deployment and Fund Structures

49:31 Market Outlook and Final Thoughts

Disclaimer:

The information presented herein is for educational purposes only and is not intended to constitute investment advice. Views and opinions expressed by the speakers are as of the date of the recording and are subject to change. It should not be assumed that Alt Funds Network and Morton Wealth will make recommendations in the future that are consistent with the views expressed herein. Morton and Alt Funds Network makes no representations as to the actual composition or performance of any asset class. The private investment opportunities discussed may only be available to eligible clients and can only be made after the client’ s careful review and completion of the applicable Offering Documents. 

Morton Capital Management, LLC dba Morton Wealth is an SEC-registered investment adviser; however, such registration does not imply any level of skill or knowledge. There is risk of loss investing in securities, including the loss of the principal amount invested. Past performance is no guarantee of future results. You should consult with your attorney, finance professional or accountant before implementing any transactions and/or strategies concerning your finances.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

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Connect with Ronnie Söderman:
Website: www.geniocapital.com

LinkedIn: https://www.linkedin.com/in/ronniesoderman/

Timestamps: 

00:00 Introduction to Ronnie Söderman

00:46 Ronnie's Passion for Football

03:10 Overview of Geneo Capital

04:03 Geneo Capital's Investment Strategies

06:12 The Rise of Crypto Investments

10:25 The Importance of SMAs

23:16 Trend Following Strategies

37:05 Exploring SMP Dimensions and Submodel Development

37:39 Adaptive Features and Portfolio Fit

39:43 Learning from Market Extremes

44:18 Institutional Infrastructure and Investor Focus

47:56 Data Sets and Sentiment Analysis

52:07 Testing Strategies and Model Implementation

59:27 AI in Investment Strategies

01:06:51 Advice for Aspiring Fund Managers

01:10:39 Connecting with Geno Capital

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: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

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Connect with Elliot Refson: https://www.jerseyfinance.je/our-team... 

Learn more about Jersey: https://www.jerseyfinance.je/the-toke...

Timestamps: 

00:00 Introduction and Guest Background

02:11 Why Choose Jersey?

06:15 Jersey's Unique Regulatory Environment

10:18 Tokenization and Digital Assets

13:04 Future of Tokenization and Investment Trends

25:56 Advice for Other Jurisdictions

28:18 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: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

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Connect with Alan Strauss:

Website: https://www.crystalfunds.com/

LinkedIn: https://www.linkedin.com/in/alan-strauss-24184129/

Timestamps: 

00:00 Introduction and Background of Alan Strauss

00:40 Crystal Capital Partners: Evolution and Services

05:42 The Role of Alternatives in Investment Portfolios

07:02 Key Investment Strategies and Trends

10:29 Crystal Capital's Platform and Due Diligence

12:41 Navigating Market Cycles and Asset Allocation

33:44 Communication and Support for Advisors

41:40 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: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

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Connect with Josh Deems and Colton Campbell:

Company Website: https://figment.io/  
Josh’s X: https://x.com/josh_deems?lang=en

Colton’s LinkedIn: https://www.linkedin.com/in/coltoncampbell3/

Timestamps: 

00:00 Introduction and Guest Backgrounds

03:38 Understanding Staking: Basics and Mechanisms

09:39 Staking Rewards and Inflation Rates

11:54 MEV and Its Impact on Staking

17:46 Staking Strategies and Security

21:42 Running a Validator: Requirements and Security

24:55 Staking Providers and Asset Selection

29:57 Navigating Custodians and Service Providers

31:15 Challenges of Running Validators

32:16 Advantages of Working with Service Providers

34:36 Performance Differences Among Staking Providers

37:05 Nuances and Challenges for Different Clients

39:34 Understanding Liquid Staking

43:15 Introduction to Restaking

47:44 Bitcoin Staking and Shared Security

53:44 Future of Staking and Protocol Upgrades

58:19 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: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

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Connect with Sean Campbell and Tim Bartlett:
Company Website: https://valiantfinance.net/

Sean’s LinkedIn: https://www.linkedin.com/in/sean-campbell-255a2183/

Tim’s LinkedIn: https://www.linkedin.com/in/timbartlett/

Timestamps: 

00:00 Welcome and Introductions

00:35 Sean's Background and Bitcoin Mining Fund

01:31 Tim's Background and Investment Strategy

02:38 Bitcoin Mining Fund Recap and Launch

06:49 Challenges in Bitcoin Mining

12:46 Client Feedback and Future Outlook

26:58 Client Education and Initial Conversations

27:35 Explaining Bitcoin Mining to Clients

28:38 Investment Allocation and Risk Management

33:01 Due Diligence Process

36:18 Bitcoin's Macro Perspective

38:28 Future Projections for Bitcoin

42:45 Operational Challenges and Opportunities

44:34 Scaling and Future Plans

47:37 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: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

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Connect with Chris Brodersen: 

Website: www.eisneramper.com/blockchain-digital-assets/    

LinkedIn: https://www.linkedin.com/in/chrisbrodersen/

Timestamps:

00:00 Introduction and Background 

00:58 Journey into Blockchain and Crypto 

02:13 Blockchain Innovations at Deloitte 

03:27 Current Role at Eisner Amper 

05:47 Challenges in Blockchain Adoption 

07:50 US Regulatory Environment 

16:52 Tokenization and Its Future 

23:29 Blockchain's Impact on Transfer Agent Services 

24:00 The Promise and Challenges of Blockchain 

26:07 Tokenization of Real World Assets 

28:39 ERC 3643: Embedding Compliance in Tokens 

30:42 Upskilling for Blockchain Integration 

33:09 Audit Readiness for Crypto Companies 

36:08 Trends and Challenges in Crypto Regulation 

40:38 Evolutionary Changes in Regulation 

41:05 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: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

👇 Click Below to be a guest on our video podcast: 👇

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Connect with Matthew Stotts:

Website: https://cerulean.vc/

X: x.com/mlstotts

X: x.com/cerulean_xyz

LinkedIn: https://www.linkedin.com/company/cerulean-ventures/

Portfolio Company Links: 
Earthbanc.io - https://earthbanc.io/ 
Jasmine.Energy - https://www.jasmine.energy/ 
SustainableBitcoinProtocol - https://www.sustainablebtc.org/ 
CommonShare - https://www.commonshare.com/ 
Meridia.Land - https://www.meridia.land/ 
Asoba.co https://fractal.ag/

Timestamps:

00:00 Introduction to National Parks

02:01 Max's Background and Career Journey

06:37 Investing in Climate and Nature Tech

09:36 The State of Climate Investing

20:46 Sustainable Supply Chains and Technology

29:11 Understanding Renewable Energy Credits

29:37 Regulated vs. Voluntary Carbon Markets

30:19 Nature-Based Carbon Projects

31:52 Water Credits and Mitigation Banking

33:43 Criticism and Adoption of Voluntary Markets

37:38 Renewable Energy Credits Explained

39:43 Sustainable Bitcoin Protocol

44:05 Agriculture's Role in Carbon Footprint

50:42 Green Premium and Market Impact

54:42 Conclusion 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: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Dan Smith:

Company Website: https://www.tridenttrust.com/

Timestamps: 

00:00 Introduction and Early Life

01:04 Career Beginnings and Growth at PFC

02:44 Acquisition by Trident and Expansion

04:52 Industry Evolution and Trends

10:38 Private Equity's Role in Fund Administration

18:41 Globalization and Regulatory Challenges

22:13 Technology and Automation in Fund Administration

31:45 Digital Assets and Tokenization

40:54 Capital Introduction and Future Plans

44:43 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.