Alt Funds Network

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 Kanav Kalia:

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

my linkedin:     https://www.linkedin.com/in/kaliakanav

Timestamps: 
00:00 Introduction and Recap

02:31 Guest Introduction: Kanav Kalia

03:08 The Origin Story of Oxane Partners

06:46 Evolution of the Credit Market

11:43 Asset-Based Finance Explained

16:12 Technology and Infrastructure in Private Credit

20:05 Ecosystem-Led Private Credit

24:08 The Role of Technology Solutions

24:11 Bringing It All Together: The Journey So Far

26:41 Identifying Risk and Potential Fraud

31:02 Regulatory Perspectives and Market Growth

38:35 AI in the Private Credit Space

43:40 Concluding Thoughts and Future Outlook

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 Kevin Bruner:

Schedule a meeting: https://zoomwithkev.com/

firm website:    https://theqcompanies.com/

Timestamps: 
00:00 Introduction and Overview

00:30 The Importance of Tax Mitigation

00:51 Challenges in the Financial Industry

02:28 Kevin Bruner's Background and Experience

02:48 The Q Companies and Financial Strategies

05:13 Insights on Financial Planning and Taxation

18:10 The 1031 Exchange Explained

26:21 The 537 Installment Sale Trust

26:56 Understanding the Trust and Escrow Process

28:29 Role of the Trustee and Trust Protector

29:10 Revocable vs. Irrevocable Trusts

30:20 Estate Planning and Heir Management

31:35 Tax Implications and Planning

33:28 Real Estate and Business Applications

39:39 Special Cases and Unique Assets

50:00 Trends and Market Opportunities

01:03:13 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

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: [email protected]

Connect with Jonathan Sharon:

Email:       [email protected]

Website:    https://richeymay.com/

Linkedin:     https://www.linkedin.com/company/richeymay/

Timestamps: 
00:00 Introduction and Guest Welcome

00:44 About Richie May and Their Services

01:46 Tax Processes and Fund Administration

03:35 Key Tax Considerations for Fund Managers

10:20 Crypto and Tax Implications

14:00 Common Issues and Best Practices

16:47 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

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: [email protected]

Connect with Monica Blocker:

my email:       [email protected]

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

my linkedin:     https://www.linkedin.com/in/monica-blocker-1354658b

Timestamps: 

00:34 Understanding Valuation Agents

03:00 Levels of Asset Valuation

03:51 When to Engage Valuation Services

08:27 Common Mistakes in Valuation

11:43 Valuation Costs and Considerations

13:56 Nuances in Digital Asset Valuation

16:43 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

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: [email protected]

Connect with David Madden:

Email:      dmadden​@wintrust​.com

Website:  https://www.wintrust.com/  

Linkedin:  https://www.linkedin.com/in/david-madden

Timestamps: 
00:00 Introduction and Guest Welcome

00:31 Overview of the Short Fund Series

00:56 Understanding Fund Banking Needs

03:07 Choosing the Right Bank for Your Fund

04:18 Bank Account Requirements and Onboarding

06:19 Opening a Bank Account: Timeline and Considerations

07:15 Managing Multiple Bank Accounts

08:43 Compliance and Best Practices

12:23 Common Mistakes and Tips for New Managers

14:05 Cost and Services of Banking for Funds

15:55 Digital Banking and Support

17:12 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

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: [email protected]

Connect with Stephen Vlasak:

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

Website: https://richeymay.com/

Timestamps: 

00:00 Introduction and Guest Welcome

00:20 Overview of Richie May Services

00:49 Understanding the Role of an Auditor

03:01 When to Involve an Auditor

04:35 Audit Requirements and Importance

05:24 Admin vs Auditor Responsibilities

06:39 Audit Process and Preparation

10:15 Common Audit Challenges

12:39 Valuation Policies and Procedures

14:36 Audit Costs and Final Thoughts

15:56 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

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: [email protected]

Connect with Skyler Steinke:

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

Website: https://www.theascent-group.com/

Timestamps: 

00:00 Introduction and Sponsor Message

00:20 Meet the Experts: Mike Schroeder and Skyler Steinke

00:57 Understanding Fund Administration

01:25 The Role of Fund Administrators

03:48 Investor Perspectives on Fund Administration

04:57 When to Involve a Fund Administrator

05:43 Qualities of a Great Fund Administrator

06:23 Technology in Fund Administration

08:02 Challenges in Crypto Fund Administration

10:14 Common Mistakes by New Fund Managers

14:42 Pricing Overview for Fund Administration

17:07 Conclusion and Contact Information

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.

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

🤝Podcast Sponsor: 

Richey May - Fund Audit and Tax Services

Richey May Website: https://richeymay.com/industries/alternative-investments/

Reach out to Steve Vlasak: [email protected]

Connect with John Araneo:

my email:       [email protected]

firm website:    www.colefrieman.com

my linkedin:     https://www.linkedin.com/in/john-t-araneo-58a1661/

X:             @JohnAraneo27

Timestamps: 
00:00 Introduction and Guest Welcome

00:42 Overview of Cole Freeman and Mallon

01:54 The Role of a Fund Formation Lawyer

03:57 Key Considerations in Fund Formation

07:40 Jurisdictional Choices for Fund Managers

12:36 Ongoing Legal Services for Fund Managers

15:16 Challenges in Digital Asset Funds

20:59 Cost Expectations for Fund Formation

24:00 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

LinkedIn:linkedin.com/in/earl-jordan-yaokasin-cfa-7350ab4b

Facebook: https://www.facebook.com/earljordan.yaokasin

X: https://x.com/Earl_Jordan

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

00:57 Earl's Early Entrepreneurial Journey

02:20 Challenges and Hard Work in the US

04:45 Career Growth and Achievements

07:45 Starting Wealth Arch Investment Securities

11:21 Transitioning from Corporate to Entrepreneurship

16:03 Investment Strategies and Client Management

20:38 Detailed Investment Updates and Client Communication

25:45 Research Process and Daily Routine

26:38 Planning the Day with News and Research

27:01 Analyzing Netflix's Financial Projections

29:16 Current Stock Picks and Excitements

29:37 Vital Farms: A Deep Dive

33:27 Shift Four: The Payment Processor

36:31 PayPal's Long-Term Potential

38:19 AI and Nvidia's Future Prospects

42:35 Gold, Silver, and Cryptocurrency Insights

45:37 Energy Sector and GE Renova

47:57 Final Thoughts and Personal Insights

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.

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 Tad Fallows & Matt Shechtman:

Website: https://www.longangle.com/

Tad Fallows: https://www.linkedin.com/in/fallows/   

Matt Shechtman: https://www.linkedin.com/in/msheck/

Timestamps: 

03:25 Meet the Founders: Tad and Matt

03:59 The Genesis of Long Angle

05:15 Community Growth and Member Demographics

05:55 Private Market Investments and Member Benefits

12:48 Maintaining Quality and Due Diligence

18:51 Investment Strategies and Member Insights

27:16 Digital Natives and Financial Comfort

28:15 Dissatisfaction with Financial Advisors

30:17 Asset Allocation Insights

32:22 Satisfaction Ratings and Personal Trainers

36:05 Wealth as an Asset for Children

37:02 Estate Planning and Golden Visas

41:02 Key Takeaways for New Wealth

43:17 Building the Long Angle Community

47:26 Future of Long Angle

49:28 In-Person Meetings and Community Culture

52:09 Conclusion and Contact Information

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.