Alt Funds Network

Alt Funds Network

By Mike Schroeder, Skyler SteinkeBusinessEntrepreneurshipInvestingManagement
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Alt Funds Network episodes

  • Cannabis Sector Update - Andrew Lines

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

    Email us with topic ideas: [email protected]

    Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

    Apple 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.

    44 min
  • Litigation Finance Demystified: Investment Trends & Future Outlook | Interview with Sean Campbell

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

    Email us with topic ideas: [email protected]

    Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

    Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

    Youtube: 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.

    44 min
  • Tokenization's Future: The Rise of Security Tokens & Real World Assets | InvestaX CEO Julian Kwan

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

    Email us with topic ideas: [email protected]

    Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

    Apple 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.

    1 hr 1 min
  • Exploring the World of Crypto Fund of Funds - Carl Szantyr - Blockstone Capital

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

    Email us with topic ideas: [email protected]

    Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

    Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

     

    Carl's Twitter: https://twitter.com/carlszantyr

    Carl's LinkedIn: https://www.linkedin.com/in/carlszantyr/

    Email Carl: [email protected]

     

    Key Topics:

    Fund of Funds (FoF) in Cryptocurrency:

    A FoF invests in multiple other funds rather than directly in stocks, bonds, or other securities. The podcast delves into the structure, benefits, and operation of crypto-focused funds of funds.

    Investment Strategies:

    Discussion revolves around the different strategies fund managers employ in the crypto market, from value investing to market-neutral approaches, emphasizing the significance of active management in generating returns.

    Challenges in Crypto Investments:

    Insights are shared on the hurdles and intricacies of crypto investing, including regulatory matters, liquidity concerns, and market volatility. The narrative suggests that while crypto offers high returns, it's not without its complexities.

    Process of making investments in underlying funds:

    Due diligence process, analysis of historical returns, red flags and more.

    Educating Investors and Fund Managers:

    Emphasis is placed on the crucial role of education in the crypto space. Both investors and fund managers benefit from understanding traditional finance principles, strategies, and standards to effectively navigate the crypto ecosystem.

    Shifts in Market Strategy:

    The episode touches on the adaptability required by fund managers, indicating that market shifts and external factors can necessitate changes in investment tactics and portfolio rebalancing.

    Challenges and Excitement in Current Market:

    Insights are provided on the dual nature of the current market - the challenges faced by fund managers in raising capital and the optimism for future growth, driven by potential market dynamics and investment trends.

     

    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.

    44 min
  • SEC Private Fund Rule Changes & Alternative Investments in Pension Funds

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

    Email us with topic ideas: [email protected]

    Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

    Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

     

    Alternatives Watch: https://www.alternativeswatch.com/

    Susan LinkedIn: https://www.linkedin.com/in/susan-barreto-she-her-a4b1465/

     

    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.

    36 min
  • Deep learning and Quantitative Trading

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

    Email us with topic ideas: [email protected]

    Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

    Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

     

    Roseta Analytics LinkedIn: https://www.linkedin.com/company/rosetta-analytics-inc/

    Julia Bonafede LinkedIn: https://www.linkedin.com/in/juliabonafede/

    Publications: https://www.linkedin.com/company/rosetta-analytics-inc/

     

    Key Topics:

    Quantitative Models:

    -Limitations of traditional models, like linear regression.

    -Evolution and integration with AI technologies.

    Deep Learning & Neural Networks:

    -Advantages over traditional models, especially in handling non-linear data.

    -Role in enhancing predictions and strategy formulation.

    Skilled Developers:

    -The significance of expertise in developing robust and efficient AI models.

    -Addressing potential issues like overfitting and bias.

    Data Management:

    -Sourcing reliable and accurate market data.

    -Ensuring consistent data quality and relevance.

    Intervention in AI Models:

    -Deciding when to intervene or halt a model.

    -Identifying signs of model underperformance or divergence from expected outcomes.

    Human Judgment vs. Automation:

    -The balance between automated predictions and human decision-making.

    -Understanding when to rely on which.

    Model Interpretation:

    -Emphasizing the need to understand and interpret model outputs correctly.

    -Adapting strategies based on insights and market dynamics.

     

    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.

    46 min
  • How to Market a Private Fund Properly

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

    Email us with topic ideas: [email protected]

    Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

    Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

    Youtube: https://www.youtube.com/@AltFundsnetwork

     

    Connect with Jen on Linkedin: https://www.linkedin.com/in/jenniferhicks20/

     

    Key Topics:

    Introduction to Jennifer Hicks (Jen) and her Background:

    Set to start a new role as the Director of Partnerships for DRA, which supports female entrepreneurs. Previously was the director of client development at Capital Fund Law Group.

     

    Rules and Regulations Surrounding Marketing Investment Vehicles:

    Under 506b, marketers need a pre-existing relationship with potential investors and cannot solicit to unknown individuals. 506c doesn't require a pre-existing relationship, but marketers need to understand the potential investor's background, including investment experience. Legal counsel is essential to ensure compliance with marketing rules and regulations.

     

    Incubator Funds as an Approach:

    This method allows fund managers to develop and showcase their fund track records, helping to demonstrate their capabilities and attract investors.

     

    Important Aspects of Marketing and Advertising as a Fund Manager:

    Caution is advised when discussing specifics about securities, investment strategies, or performance on platforms like podcasts or other media.Words like "trust" and "confidence" can be problematic and interpreted as guarantees, which can lead to legal issues. Compliance with the SEC's marketing rules is crucial even for emerging managers.

     

    Recommendations for Fund Managers:

    Ensuring the alignment between offering documents and communicated strategies. The importance of ongoing review and compliance, not just at the setup phase. Engage with third-party providers that understand the unique needs and challenges of emerging managers.

     

    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.

    36 min
  • SEC vs Ripple - The Impact on Digital Assets and the Fund Industry

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

    Email us with topic ideas: [email protected]

    Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

    Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

     

    Connect with Tony:

    Twitter handle: @Tony_Wise_

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

    Firm Website: https://colefrieman.com/team/anthony-wise/

     

    Chapters:

    Introduction

    Overview of the Ripple Case

    The Howey Test and It's Application to Ripple

    Concept or Programmatic Sales

    Discussion on the Possibility of SEC Appeal

    Practical Advice for Fund Managers

    The Future of Crypto Regulation in the United States

     

    HIGHLIGHTS:

    - Tony's insights on the SEC lawsuit against Ripple and the implications for digital asset regulation.

    - In-depth explanation of the Howey test and its role in the Ripple case.

    - Discussion on 'programmatic sales' and its application to the Ripple case.

    - Evaluation of the possibility of an SEC appeal against the Ripple case verdict.

    - Practical advice for fund managers regarding the potential for tokens to be deemed as securities.

    - Critique of the SEC's 'regulation through enforcement' strategy.

    - Insights into the future of crypto regulation in the United States

     

    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.

    39 min
  • Globe 3 Capital: Perspectives on Running a Crypto Fund and Embracing the Digital Asset Ecosystem

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

    Email us with topic ideas: [email protected]

    Spotify: https://open.spotify.com/show/5hmRIlxXPlw5xi7sTp1g0r?si=2047a7ddd14c4431

    Apple Podcast: https://podcasts.apple.com/us/podcast/alt-funds-network/id1662025628

    Globe 3 Capital Website: https://globe3capital.com/

    Globe 3 Capital LinkedIn Page: https://www.linkedin.com/company/globe3capital/

     

    Chapters:

    Introduction to Globe 3 Capital

    Importance of Custody and Security

    Growing Market Cap and Token Expansion

    Self-Custody and Trust

    Shakeups in the Custody Provider Space

    The Intersection of Traditional Finance and Crypto

    The Future of Blockchain and Crypto

    The Role of AI in Crypto

    Advice for New Fund Managers

     

    Highlights:

    Discover the significance of custody solutions and the ongoing evaluation of custodians to safeguard investors' funds.

    Explore the expanding landscape of custodians, their token offerings, and the potential for greater market cap.

    Gain insights into the shift towards self-custody and the importance of personal accountability in the crypto space.

    Understand the challenges and risks associated with custody providers and the need for careful evaluation.

    Learn about the growing interest and involvement of traditional financial institutions in the crypto space.

    Explore the potential impact of blockchain technology across various industries.

    Discuss the role of AI in the crypto space and its limitations in decision-making processes.

    Get valuable advice for new fund managers, including the importance of finding the right partner and staying ahead of emerging technologies.

    Join the conversation with Jeff Embry and Matt Lason as they provide valuable insights into the crypto industry and share their expertise on navigating this evolving landscape.

    52 min
  • What is Web3 Identity? Web3 Identity Explained -Lisa Fridman | Quadrata

    ►►► Subscribe Here https://www.youtube.com/@AltFundsInvestmentPodcast?sub_confirmation=1 for new and exciting episodes of the Alt Funds Podcast!

     

    In this video, Lisa Fridman from Quadrata, introduces the concept of Web3 Identity, and explain the benefits of bringing the identity and compliance layer to DeFi across existing public blockchains.

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    CONNECT WITH THE ALT FUNDS NETWORK

    Subscribe  ► https://www.youtube.com/@AltFundsInvestmentPodcast?sub_confirmation=1

    Linkedin Company Page ► https://www.linkedin.com/company/altfunds/

    Contact ► [email protected]

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    CONNECT WITH EPISODE GUEST- LISA FRIDMAN (QUADRATA)

    Linkedin Profile ► https://www.linkedin.com/in/lisafridman/

    Email ►[email protected]

    Website ► https://quadrata.com/

     

    Quadrata helps Web3 businesses "know their customer." All while protecting a user's privacy and creating a seamless onboarding experience for both businesses and customers alike.

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    00:00 Introduction

    01:30 What issues currently exist within DeFi

    03:09 What is Web3 Identity?

    06:27 The founding of Quadrata

    07:30 What is the feedback from institutions

    10:23 What is an AML Risk score and how is it calculated

    11:52 Who is Web3 Identity Built for

    14:11 How does one get a Web3 Identity

    16:55 How do digital wallets interact

    18:23 The challenges that lie ahead for Web3 Identity

    22:50 Closing thoughts and where to connect with Lisa & Quadrata

     

    #web3 #alternativeinvestments #digitalassets #defi #blockchain #digitalwallet

    #crypto #cryptocurrency #compliance

    web3,web3 identity, defi, decentralized finance, quadrata, digital wallet, aml risk assessment, crypto, what is web3,web3 crypto,web3 explained,web3 crypto projects, cryptocurrency, crypto news, crypto compliance, blockchain, cryptocurrency compliance, aml compliance, regulation, crypto aml, what is web3 explained, web 3.0 blockchain, public blockchain, blockchain technology, kyc aml, know your customer, kyc, whats web3, bitcoin, ethereum, Lisa Fridman, Michael Schroeder, Skyler Steinke

     

    Disclaimer-

    Alt Funds Network LLC and and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting 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 and accounting advisors before engaging in any transaction or making any financial or legal decision based on your specific situation.

    25 min

About Alt Funds Network

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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…