Alt Funds Network

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

Email us with topic ideas: [email protected]

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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 Dani Lynn Robison:

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

Instagram: https://www.instagram.com/danilynnrobison/

Facebook: https://www.facebook.com/dani.lynn.robison

YouTube (Freedom Show): https://www.youtube.com/channel/UCA1AEhMUyXuqZPLvBvhkKXQ

YouTube (FFI): https://www.youtube.com/channel/UCZm2q57GvIfCE98SovUuoZw

Timestamps:

00:00 Welcome and Guest Intro

00:49 Starting in 2008

02:40 Turnkey Scaling Playbook

05:42 Drugs Thugs and Bugs Deal

12:30 From Turnaround to Syndication

15:47 Fund Structure Explained

18:07 Who Can Invest

20:14 Raising Capital with Trust

23:51 Borrowed Credibility Strategy

25:46 Markets and Asset Focus

26:20 Operator First Due Diligence

27:16 Needs Based Asset Classes

28:41 Calm Money Never Panics

30:09 Senior Housing Strategy

31:59 Strict Operator Standards

33:38 Fund Manager GP Role

34:52 Investor Trust Transparency

37:09 Masterminds Relationships Learning

38:55 Choosing The Right Mastermind

41:55 Avoiding The Burnout Trap

47:57 Books And Core Themes

51:09 Freedom Vehicle Not Goal

52:13 Connect With Freedom Family

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 Mike Treidl:

Website: http://bluecoin.capital

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

Timestamps:

00:00 Bullish Coins Teaser

00:18 Podcast Intro Guests

00:49 TradFi to Crypto Journey

01:55 Bitcoin Accident Coinbase Link

03:53 Why Launch BlueCoin

05:54 Token Due Diligence Framework

07:57 Top Holdings Bullish Picks

09:56 Market Timing Crypto Winter

12:36 Cycle Signals Allocation Leverage

15:41 Spot vs ETFs Staking

17:54 Using Leverage Like Pros

20:42 AI Meets Crypto Payments

23:44 MicroStrategy Deep Dive Setup

25:25 Premium Flywheel Explained

26:37 Why Pay The Premium

27:06 Leverage Via Capital Markets

29:21 Bull Markets And Doom Loop

31:41 Bear Case And Commodity Analogy

32:39 Stretch Preferred Shares Basics

33:44 From Margin Calls To Preferreds

35:49 Why Stretch Broke The Buck

38:18 Deleveraging And Stablecoin Contagion

40:02 Stabilizing The Capital Stack

41:15 Who Should Buy Stretch

42:50 Diversify And Key Man Risk

44:41 Moving Goalposts And MNAV

46:55 Fund Manager Lessons Learned

47:56 Raising Capital And Fund Design

50:44 Wrap Up And Where To Find Mike

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/ 

Connect with Matteo Pandolfi & Thibault Labidi: 

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

firm website: www.insideownership.com

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

Timestamps: 

00:19 Haren’s Career Journey

01:23 Microcap Proxy Battle

03:12 Finding Microcap Ideas

04:04 Berkshire Aha Moment

07:14 Free Float Explained

08:16 Power Law Returns

10:17 Founders and Innovation

12:24 IBM Leadership Lesson

15:59 Passive Indexing Problem

21:21 Inside Ownership Index

22:25 Insiders and Weighting

25:38 100 Bagger Research

26:20 Insider Ownership Edge

27:19 Skin in the Game

29:02 Electrons vs Atoms

33:12 Indexing in Winner Take All

37:17 Rethinking Valuation

40:27 Launching the ETF

40:49 Fast Partner and Costs

48:37 Marketing and Lessons

49:55 Global Expansion Plans

51:11 Wrap Up 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: 

Find us online: https://altfunds.io/ 

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 Isabelle Tashima:

Website:  https://www.volitioncapital.com/  

Timestamps: 

00:00 Welcome and Guest Intro

00:22 Growth Equity Explained

02:37 Why Companies Raise

03:23 Volition Investment Focus

05:48 Under the Radar AI

08:48 Diligence and Process

10:44 Support Model and Portfolio

13:07 Capital Efficiency Mindset

15:23 Market Cycles and Funding

17:07 Big Win Chewy Story

19:39 Lessons from Losses

21:59 Signals of Winners

23:20 Social as Distribution Moat

25:27 What Makes 10X

28:04 How Volition Uses AI

30:58 Sourcing and Outreach

31:41 Founder Red Flags

33:39 Questions Before Raising

35:42 Future of Growth Investing

36:57 Wrap Up 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: [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 Matthew Tuttle:

Website: https://www.tuttlecap.com/  

Timestamps: 

00:00 Post Interview Teaser

01:18 Meet Matt Tuttle

02:09 From Wall Street to ETFs

04:20 Weird Active ETF Innovation

07:04 COVID and Thematic Trading Boom

09:07 Photonics and AI Bottlenecks

11:59 Finding Themes Early

15:36 ETF Launch Timing Playbook

18:37 Marketing Without Wholesalers

20:52 Why 60/40 Is Broken

23:03 His Portfolio Framework HALO

25:02 Better Than Bonds Sleeve

26:16 Digital Credit Yield

26:54 Tail Risk ETF OHNO

27:48 Stretch Versus SADA

28:22 AI Research Workflow

31:28 Markets Always Up Myth

33:18 Stagflation Warning Signs

36:32 ETF Innovation Trends

37:45 Younger Investor Pitfalls

43:11 Contrarian Sentiment Rules

46:13 Rebalancing And Final Themes

47:51 Closing And Where To Find

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: 👇

https://forms.gle/eUNLxbPj5utv8bar7

Connect with Renan Devillieres:

Website: www.oss.ventures

Personal LinkedIn: https://www.linkedin.com/in/renan-devillieres/

Timestamps: 

02:26 Meet Renan And OSS

03:28 Renan Origin Story

06:13 From Startup Exit To Builder

06:59 Venture Builder Model

08:51 AI Industrialization Example

11:25 Why Factory Immersion Matters

13:44 Why Factories Partner Up

17:38 New Manufacturing Constraints

19:49 Reshoring Powered By AI

21:09 Hunting For Efficiencies

21:18 AI Winners In Factories

22:17 Why AI Works Now

23:06 Hidden Data And Knowhow

24:47 OSS Venture Fund Model

27:34 Industrial Software Unbundling

30:34 Chocolate Covered Broccoli

32:47 Founder Playbook For AI

34:47 Picking Founders And Partners

38:12 Global Clients And Referrals

39:45 Chips Data Centers And Wrap

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 Vanderslice - Van West Partners:

Website: www.vanwestpartners.com

LinkedIn: https://www.linkedin.com/company/vanwest-partners

Timestamps: 

00:00 Self Storage Teaser

01:34 Meet Jacob Van West

02:01 From Firefighter To Investor

02:46 Why Pivot To Storage

04:48 Storage Risks And Realities

07:55 Supply Shock And Mobility

10:02 Who Uses Storage Units

14:19 Why Storage Stays Resilient

16:28 Deal Flow And Competition

19:06 One Deal That Worked

20:39 Sourcing Off Market Deals

21:52 Self Managing Operations

25:25 Staffing And Customer Experience

28:00 Retention And Expense Pressure

29:50 Inflation And Ops Pressure

30:12 Raising Capital Gets Harder

31:27 Risk Return And Leverage

32:58 Equities Versus Storage

35:30 Rates Bonds And Cap Rates

38:42 Cap Rate Math Explained

40:12 Micro Wins Denver Case

44:51 Tertiary Markets Strategy

46:15 AI In Storage Operations

53:09 Wild Storage Unit Stories

56:19 Outlook 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.