Alt Funds Network

Alt Funds Network

By Mike Schroeder, Skyler SteinkeBusinessEntrepreneurshipInvestingManagement
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Alt Funds Network episodes

  • #147 Investing in Manufactured Housing & RV Parks with Nathan Jameson of Arx Capital

    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 Nathan Jameson:

    Website: https://www.arxventures.com/

    Personal LinkedIn: https://www.linkedin.com/in/nathan-jameson/

     

    Timestamps: 

    00:00 Episode Preview

    01:49 Meet Nathan Jameson

    02:22 Early Real Estate Spark

    03:42 Land Acquisition Career

    06:04 From Builder to ARX

    06:58 First Mobile Park Deal

    07:46 Finding Land the Old Way

    10:12 Why Mobile Home Parks

    11:00 Boots on Ground Ops

    14:03 Market Today and Capital

    17:15 Building the Investor Fund

    19:46 Alignment and Discipline

    22:16 Why Supply Is Shrinking

    25:27 Expansion and Entitlements

    28:15 Development Lens Advantage

    32:28 Deal Sourcing Today

    32:59 Outbound Deal Sourcing

    33:29 Tax Efficiency Basics

    35:47 Depreciation and Bonus Rules

    37:39 2026 Market Hunting

    38:06 RV Parks Strategy

    41:30 Value Add Improvements

    43:19 Home Quality and HUD

    46:53 Financing and Rent To Own

    48:25 Macro Risks and Leverage

    53:08 Risk Management Playbook

    54:30 Team and Operations Edge

    56:02 Fund Model and Alignment

    58:10 Evergreen Exits and Sales

    01:02:21 Whats Next 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.

    1 hr 5 min
  • #146 The Money Multiplier with Brent Kesler

    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 Brent Kesler:

    Facebook: https://www.facebook.com/themoneymultiplier

    Instagram: https://www.instagram.com/the.money.multiplier/

    Youtube: https://www.youtube.com/@the.money.multiplier/videos

    Podcast: https://podcasts.apple.com/us/podcast/the-money-multiplier-podcast/id1534038990    

     

    Timestamps: 

    00:00 Welcome and Guest Intro

    01:10 Brent’s Chiropractic Journey

    02:35 Discovering Infinite Banking

    05:10 Nearly $1M Debt Payoff

    06:19 From Clinics to Teaching

    10:05 Concept Overview and Control

    11:30 Why Whole Life Policies

    14:06 Recapturing Money Example

    18:54 Policy Design and MEC Limits

    23:50 Policy Loans and Growth

    28:04 Insurers Through Crises

    28:55 Actuaries And Risk Math

    29:45 401k Loans Vs Policy Loans

    30:31 Why Quit The 401k

    34:37 Who This Strategy Fits

    37:11 Not An Investment Vehicle

    40:37 How He Uses Policies

    43:49 Paying Taxes With Loans

    45:56 Real Estate And IUL Warning

    47:53 Where To Learn More

    50:14 Lessons From Lending Mistakes

    51:56 Final Takeaways 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.

    53 min
  • #145 CBDC’s; Building Sovereign Digital Infrastructure with Xin Yan of Sign Global

    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 Xin Yan:

    firm website:  https://sign.global/

    firm linkedin:  https://sg.linkedin.com/company/signglobal

    Firm X:              https://x.com/Sign

     

    Timestamps: 

    00:00 Welcome and Guest Intro

    00:54 Xin Yan Crypto Origin Story

    01:40 Sign Global Sovereign Stack

    02:45 CBDC Basics and Purpose

    03:27 Fiat Ledger and Bank Control

    05:32 Why Private Chains Matter

    07:02 Stablecoins vs CBDCs

    08:52 Future Multi Currency Payments

    11:54 Freedom vs Control Tradeoffs

    15:33 How Governments Build Differently

    19:37 Leaders in CBDC Adoption

    21:32 CBDC as Gateway to Innovation

    23:45 Real Time Data Advantage

    24:13 Banks Versus CBDCs

    25:49 Modernizing Slow Banking

    27:05 Government Hesitation Factor

    29:00 Digital Identity And Security

    31:56 What Rollouts Look Like

    34:36 Replacing Card Networks

    36:43 Sign Global Products

    39:57 Compliance As Code

    42:43 Future Of Payments

    43:49 Wrap Up And Links

     

    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.

    44 min
  • #144 Manufactured Housing & Storage Investing with Matthew Ricciardella

    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 Matthew Ricciardella:

    firm website:  https://www.crystalviewcapital.com/

    firm linkedin:  https://www.linkedin.com/company/crystalviewcapital

     

    Timestamps: 

    00:00 Welcome and Episode Preview

    00:59 Meet Matthew Ricciardella

    01:46 From Dropout to Realtor

    03:07 First Duplex Breakthrough

    03:50 Scaling Into Commercial

    06:32 Why Storage and MHC Win

    07:56 Launching Crystal View Funds

    10:02 Fund One Playbook

    12:59 Exit Timing and Regrets

    14:35 Evergreen Fund Strategy

    16:13 Off Market Deal Flow

    19:53 Vertical Integration Edge

    23:39 Owner Mindset Wins

    24:43 Skin in the Game

    26:54 Underwriting Returns

    28:55 Capital Deployment Strategy

    31:07 Conservative Leverage

    32:14 Buy Cash Then Refi

    33:36 HELOCs and Optionality

    34:47 Biggest Losses Lessons

    37:28 Culture and Team Fit

    39:30 Market Trends 2026

    41:43 Manufactured Housing Myths

    43:26 Consolidation and Rollups

    44:29 Tech and AI Operations

    46:27 Take Action Closing

     

    Bigrock by Kevin MacLeod (incompetech.com), Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0/

    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.

    49 min
  • #143 Bitcoin Mining, Trading, and Market Signals with Nate Slemp of BTC Management

    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 Nate Slemp:

    firm website:  www.btc-mgmt.com

    linkedin:  www.linkedin.com/in/nate-slemp

    For access to the thesis or thesis podcast please reach out to Nate directly. 

     

    Timestamps: 

    00:00 Recap

    02:17 Meet Nate Slemp

    03:00 From Farm to Mining

    04:26 TVA Grant Mining Setup

    08:03 Why Trading Beat Mining

    08:43 Long Duration Fund Strategy

    11:00 Leverage and Risk Timing

    12:54 Mining Signals Market Tops

    14:39 Bitcoin Thesis Big Picture

    18:09 Why Bitcoin Keeps Winning

    21:26 Launching the Fund Lessons

    24:24 Operator to Fund Manager

    24:55 Why So Bullish Now

    27:02 Million Dollar Bitcoin Thesis

    27:51 Price vs Time Predictions

    29:12 White Swan Catalysts

    33:03 Quantum Computing Fears

    35:27 How Bitcoin Adapts

    42:05 Mining Race to Zero

    43:10 Heat and Home Mining

    45:45 Two Nanometer Cooling Shift

    48:22 Wrap Up and Where to Find Nate

     

    Bigrock by Kevin MacLeod (incompetech.com), Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0/

     

    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.

    50 min
  • #142 Tokenized Real Estate - Revolve

    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 Zack Dane and Graham Goguen:

    firm website:  https://www.revolvetoken.com/

    firm linkedin:  https://www.linkedin.com/company/revolvetoken

    X:                        https://x.com/revolvetoken

     

    Timestamps: 

    00:00 Tokenized Real Estate Hype

    00:40 Future Onchain Market Data

    02:07 Frictionless Fractional Ownership

    03:32 Podcast Intro And Guests

    03:51 Zack Origin Story

    06:02 Graham Background And Crypto

    07:08 State Of Tokenization Today

    08:43 Defining Ownership With NFTs

    12:06 Next Generation Buyer Thesis

    15:43 First Property Walkthrough

    18:31 Transparency And Competitor Pitfalls

    19:44 Funding And Cash Reserves

    19:59 Fees and Escrow Basics

    21:16 Reserves and Repair Coverage

    22:17 Stablecoin Rent Payouts

    23:15 Secondary Market Liquidity

    25:54 Real Time Valuation Debate

    26:52 Why Not Tokenize Company

    28:25 NFT Lending and Liens

    32:14 Digital Titling Reality Check

    36:10 Roadmap and Beta Plans

    37:45 Marketing Vision 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.

    41 min
  • #141 Inside Center Book: Alpha Capture, Manager Skill and The AI Advantage - David Stemerman

    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 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

     

    Bigrock by Kevin MacLeod (incompetech.com), Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0/

    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.

    1 hr
  • #140 The Future of Digital Asset Treasuries - Wojciech Kaszycki

    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

     

    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.

    51 min
  • #139 M&A Deal Insights with Holly Moeini

    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 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

     

    Bigrock by Kevin MacLeod (incompetech.com), Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0/

    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.

    50 min
  • #138 AI Vaults, Yield Dynamics, and Where Crypto Markets Go Next - James Harris of Tesseract

    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 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.

    55 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…