Alt Funds Network

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

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Connect with Daniel Strachman:

Company Website: https://accorpservices.com/

Timestamps: 

00:00 Catch-Up with Dan: Life Updates and Hurricane Prep

01:30 Business Insights: Market Trends and Crypto Opinions

02:56 Challenges in Raising Capital

07:58 Advice for Aspiring Fund Managers

09:25 The Reality of Starting a Fund

18:28 Financial Preparedness and Common Mistakes

22:50 Introduction to BOI Reporting

29:06 Confusion Over FOC: Free of Charge

29:59 The Importance of Customer Service

30:57 BOI Reporting and Deadlines

32:04 Common Mistakes in BOI Filings

33:51 State vs. Federal Regulations

39:08 The Need for Updated Filings

45:25 Getting Out of Your Comfort Zone

52:18 The Value of Genuine Connections

53:02 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: [email protected]

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

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

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

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Connect with Jeff Embry and Matt Lason:

Jeff Embry’s LinkedIn: https://www.linkedin.com/in/jeff-embry-crypto-hedgefund/  

Matt Lason’s LinkedIn: https://www.linkedin.com/in/matt-lason-82353b/

Company LinkedIn: https://www.linkedin.com/company/globe3capital/?viewAsMember=true

X: https://x.com/Globe3Capital

Timestamps:

00:00 Welcome Back: Jeff and Matt's Return

00:43 Globe3 Capital: A Unique Crypto Hedge Fund

02:02 Market Overview: Changes and Trends

03:32 Regulatory Shifts and Political Influence

04:37 Crypto Market Cycles and Predictions

07:03 Sector Focus: AI, DeFi, and Real World Assets

08:06 Deep Tech and Infrastructure Investments

21:32 Navigating the Crypto Market: Strategies and Insights

26:19 Optimizing Investment Portfolios

27:05 Token Evaluation Standards (TES)

28:40 Deep Dive into Tokenomics

31:40 Diversification Strategies

34:23 The Importance of Patience in Crypto

40:17 Regulatory Challenges and Opportunities

47:06 Top Token Picks and Future Outlook

48:52 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

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

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Connect with Gena Dirani:

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

Company LinkedIn: https://www.linkedin.com/company/salus-grc/

LinkedIn: https://www.linkedin.com/in/gena-dirani-04196625/

Timestamps: 

00:00 Introduction and Guest Welcome

00:35 Gena Dirani's Background and Current Role

01:15 Current State of Digital Assets

03:23 Regulatory Interactions and Compliance Tips

05:03 Preparing for SEC Examinations

10:32 Custody Solutions and Due Diligence

18:03 Personal Trading Policies

23:46 Vendor Due Diligence and AML/KYC

31:39 Best Execution and Exchange Considerations

34:45 Form ADV Disclosures

45:14 Cybersecurity and Final Advice

47:13 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

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

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Connect with Ron Geffner:

Website: https://www.sadis.com/

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

Email: [email protected]

Landline: (212) 573-6660

Timestamps: 

00:00 Introduction to Brian's Background

00:28 Early Career and Law School Experience

01:06 Transition to Professional Life

03:06 Founding Sadis and Goldberg

03:52 Challenges of Running a Law Firm

05:00 Building and Maintaining Partnerships

05:52 Client Relationships and Empathy

09:03 The Importance of Legal Nuances

09:35 Common Mistakes in Fund Formation

14:21 The Evolution of Legal Services

25:53 Challenges in Hiring and Managing New Talent

26:12 Generational Differences in the Workplace

29:36 Importance of Background Checks

32:54 Evolution of the Private Funds Industry

36:22 Insights on SEC and Regulatory Work

39:42 Top Risks for Fund Managers

43:20 Horror Stories from the Legal World

46:48 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: 👇

  https://bit.ly/46X7cSQ

Connect with Michael Cavanaugh:

X: @cavychi

Website: https://www.regimentsecurities.com/

Website: https://www.regimentco.com/

Timestamps:

00:00 Life as a Trader on the Chicago Board of Trade

03:06 The Impact of Technology on Trading Floors

05:25 Founding Regiment Securities During COVID-19

11:30 Investment Strategies and Opportunities

20:57 The Story Behind Regiment Securities' Name

23:30 Market Trends and Stock Market Insights

24:05 Private Markets and Liquidity

26:40 Regulatory Changes and Their Impact

34:22 Private Credit and Real Estate Investments

41:02 Evergreen Funds and Capital Access

43:04 Fun Impersonations and Closing Remarks

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 Joe Taiber:

Website: https://taiberkosmala.com/

Website: https://www.taikoadvisor.com/

LinkedIn: https://www.linkedin.com/company/taiber-kosmala-and-associates-llc/

LinkedIn: https://www.linkedin.com/company/taikoadvisor/

Twitter: https://twitter.com/taikoadvisor  

Timestamps: 

00:00 Morning Commute and Weather Talk

01:03 Unexpected Hailstorm in Omaha

02:25 Introduction to Joe's Background

05:24 Founding Tyre GM and Early Challenges

06:50 Naming the Companies: Taiber Kosmala and Taiko

08:27 OCIO and RIA Market Insights

15:49 Custom OCIO Business Model

27:29 Client Collaboration Dynamics

28:06 Investment Committee Meetings

29:02 Monthly and Weekly Client Interactions

29:53 Sales and Operations Support

31:20 Final Thoughts on RIA Business

31:50 Introduction to Institutional Business

32:14 Institutional Client Services

33:07 Manager Evaluations and Recommendations

34:06 Institutional Client Interactions

36:35 Alternative Investments and Trends

45:10 Managing Client Expectations

47:28 Short-term and Long-term Market Views

51:26 Guilty Until Proven Innocent Approach

52:48 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

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

  https://bit.ly/46X7cSQ

Connect with Ed Wethered:

Website: https://www.calligraphydigital.com/

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

Timestamps: 

00:00 The Marathon Challenge: 27 Marathons in 26 Days

01:19 Building Endurance: From Triathlons to Marathons

01:57 Personal Running Experiences

02:20 Introduction to Crypto Journey

02:27 Understanding Blockchain and Digital Assets

06:36 Investment Strategies and Hedge Fund Insights

09:23 Behavioral Finance and Market Psychology

14:20 Systematic Strategies and Risk Premia

20:13 On-Chain Data and Market Analysis

26:35 Tokenization and Liquidity in Crypto

37:02 Bitcoin Price Dynamics and Institutional Adoption

48:58 Final Thoughts and Advice for Aspiring Fund Managers

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 Jacob Miller:

Website: https://www.optoinvest.com/

LinkedIn https://www.linkedin.com/company/optoinvest/

X: @optoinvest 

Timestamps: 

00:00 Introduction and Background

04:14 Jake's Early Interest in Finance

06:46 Bridgewater Experience and Private Markets

08:28 Founding Opto and Building a Team

23:08 Challenges and Opportunities in Private Markets

26:21 The Evolution of Private Market Access

31:40 The Role of Alternatives in Portfolios

42:50 Trends and Concerns in Private Credit

46:34 Opportunities in AI and Infrastructure

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 Chris King:

Website: www.eaglebrook.com

LinkedIn: https://www.linkedin.com/in/christopherking7/

X: @cjking711

Timestamps: 

00:00 Introduction: What's Your Crypto Story?

00:23 Early Days: Getting into Crypto

01:00 Transition to Full-Time Crypto

01:23 Joining Morgan Creek Capital

01:57 Insights and Market Gaps

03:21 Founding Eaglebrook Advisors

04:18 Building with Mariner Wealth Advisors

04:29 Launch and Growth of Eaglebrook

05:05 Advisors and Tax Loss Harvesting

05:33 Advisors and Digital Assets

06:46 Platform Features and Client Benefits

07:15 Education and Client Demand

19:40 Tax Loss Harvesting in Crypto

22:46 Estate Planning with Digital Assets

27:39 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: [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 Kevin Fu:

Website: https://repool.com/

Email: [email protected]

LinkedIn: linkedin.com/in/kevinfu93

LinkedIn: linkedin.com/company/repool

Twitter: twitter.com/repoolhq

Timestamps: 

00:00 Introduction to Kevin's Hobbies

01:07 Professional Esports Journey

01:41 Kevin's Company: Repool

01:53 Repool's Services and Offerings

02:59 Kevin's Career Path to Repool

06:03 Challenges in Fund Administration

11:55 Repool's Client Focus and Expertise

13:04 Fund Formation and Compliance

19:18 Emerging Manager Trends and Fundraising

23:36 Challenges for Emerging Managers

24:01 Making Fundraising Real

25:01 Choosing the Right Service Providers

26:01 Targeting Unique Geographies

27:35 Streamlining Subscription Processes

30:44 Tracking Investor Engagement

34:25 Trends in Fund Administration

38:16 Future of Fund Administration

43:01 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.