Alt Funds Network

Alt Funds Network

By Mike Schroeder, Skyler SteinkeBusinessEntrepreneurshipInvestingManagement
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Alt Funds Network episodes

  • #133 Oktay Kavrak, Leverage Shares - Leveraged ETFs and Income Products

    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://bit.ly/46X7cSQ

     

    Connect with Oktay Kavrak:

    Website: https://leverageshares.com/en-eu/

    X: https://x.com/OKavrak

    LinkedIn: linkedin.com/in/kavrak

     

    Timestamps:

    00:00 Introduction and Overview

    00:23 Leveraged Products and Market Trends

    01:05 Educational Aspects of Leveraged Products

    02:07 Interview with Octe: Leverage Shares

    02:34 The Concept of Single Stock ETFs

    04:17 Growth and Popularity of Leveraged Shares

    04:51 Understanding ETPs in Europe

    06:58 Regulatory Challenges and Market Adaptation

    08:36 Options Income ETFs and Target Audience

    12:40 Mechanics of Leveraged ETFs

    15:07 European Market Nuances

    16:50 Traction and Popularity of Leveraged Products

    17:28 Finding the Sweet Spot in Leverage

    18:18 Popular Leveraged Products

    18:55 Art and Science of Stock Selection

    20:04 White Label Platform for ETFs

    22:07 Criteria for Partner Selection

    24:19 Challenges in European Distribution

    26:35 Innovative Income Products

    29:50 Structuring Options Income Products

    33:40 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.

    35 min
  • #132 Patrick Wood, Delphx Capital - Hedging DATS and Institutional Digital Asset Portfolios

    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 Patrick Wood:

    Website: https://www.delphx.com/

     

    Timestamps:

    00:00 Introduction and Overview

    02:14 Guest Introduction: Patrick Wood

    02:35 Patrick's Background and Career Journey

    03:21 Challenges and Opportunities in Capital Markets

    05:07 Delphx Capital Markets: The Early Days

    06:47 Innovating in Credit Markets

    09:28 Delphx's Unique Product Offering

    12:45 Hedging Strategies for Crypto Treasuries

    16:39 Market Dynamics and Risk Management

    20:54 Mechanics of the Hedge Product

    27:14 Hedge Funds and Treasury Strategies

    28:15 Transparency and Risk Management

    29:31 Institutional Investor Products

    30:20 Market Timing and Treasury Management

    33:28 Private Placement and Future Innovations

    39:34 Challenges in the Current Market

    47:34 Final Thoughts 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.

    49 min
  • #131 Yvonne Newlands, Trekka - Harnessing AI in Fund Admin

    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 Yvonne Newlands:

    Website: https://www.trekka.ai/

     

    Timestamps:

    00:00 Introduction and Initial Thoughts on AI in Fund Administration

    01:42 Welcoming Yvonne Newlands to the Podcast

    02:17 Yvonne's Background and Journey into AI

    03:51 Challenges and Hesitations in AI Adoption

    06:48 First Steps and Opportunities in AI Implementation

    11:09 Specific AI Use Cases in Fund Administration

    21:58 Addressing Concerns and Ensuring AI Reliability

    25:34 Building Effective AI Workflows

    32:58 Future Roadmap and Collaboration with Clients

    36:02 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.

    34 min
  • #130 Kim Daly, The Daly Coach - Achieving Financial Freedom Through Franchising and Mindset Mastery with Kim Daly

    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 Kim Daly:
    Company Website: www.TheDalyCoach.com 
    LinkedIn: https://www.linkedin.com/in/dalykim

    Facebook: https://www.facebook.com/createwealththrufranchising/ 
    Instagram: https://www.instagram.com/thedalycoach/?hl=en


    Timestamps: 
    00:00 Introduction and Initial Thoughts

    00:06 Diving into Franchising

    03:17 Kim's Journey into Franchising

    06:46 Success Stories and Lessons Learned

    10:49 Understanding the Franchise Model

    21:26 Mindset and Personal Growth

    32:04 Franchise Opportunities and Pitfalls

    35:52 The Power of Franchising: Equipment and Support

    37:41 The Value of Brand Recognition

    40:20 Economic Resilience of Franchises

    45:06 Funding Your Franchise

    49:22 The Intersection of Health and Business

    55:37 Mindset and Quantum Physics in Business

    01:00:28 Achieving and Redefining Success

    01:06:45 Upcoming Projects and Final Thoughts
     

    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 10 min
  • 129 Robert Grzesik, BotSpot - Trading with AI

    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 Robert Grzesik:

    Company Website: https://botspot.trade/

    Youtube: https://www.youtube.com/c/Lumiwealth   
    Facebook: https://www.facebook.com/lumiwealth/   
    X: https://x.com/lumiwealth

     

    Timestamps: 

    00:00 Introduction and Recap of Previous Episode

    01:44 Welcome to the Alt Funds Network Podcast

    02:06 Robert Grzesik's Early Coding Journey

    03:07 From Video Games to Business Ventures

    04:41 Transition to Finance and Wall Street

    06:19 The Birth of Lumi Wealth and Bots Spot

    07:10 Introduction to Vibe Coding and Trading Strategies

    12:55 Creating and Testing AI Trading Strategies

    25:46 Backtesting and Analyzing Trading Strategies

    29:29 Analyzing Risk and Performance Metrics

    29:51 Exploring Detailed Analytics and Tools

    30:42 CSV Files and Trading View Charts

    32:57 Connecting and Trading with Brokers

    35:56 AI Strategy Optimization

    39:07 Marketplace for Trading Strategies

    45:35 Future of AI in Trading

    51:10 Vibe Coding and AI in Software Development

    54:07 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.

    56 min
  • #128 Mikkel Thorup, Expat Money - Global Wealth and Asset Protection

    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 Mikkel Thorup:

    Website:

    • ExpatMoney.com
    • ExpatMoneyShow.com
    • ExpatMoneySummit.com
    •  

      Timestamps: 

      00:00 Introduction and Episode Overview

      02:13 Guest Introduction: Mikkel Thorup

      03:05 Mikkel's Background and Early Life

      05:31 Global Travel and Family Life

      08:55 Business and Services Overview

      11:09 Client Profiles and Common Scenarios

      15:13 Popular Jurisdictions and Trends

      18:17 Citizenship by Ancestry and Investment

      24:07 Benefits of a Second Passport

      29:46 Common Mistakes and Expert Advice

      33:20 Key Steps for Starting Out

      33:39 The Importance of Offshore Investments

      33:59 Real Estate Strategies and Preferences

      35:34 Managing and Structuring Real Estate Investments

      38:28 Tax Responsibilities for US and Canadian Citizens

      39:56 Financing and Purchasing Property Abroad

      44:08 Navigating International Real Estate Markets

      46:38 Challenges and Pitfalls in International Real Estate

      50:12 Emotional Aspects of Moving Abroad

      52:40 Educational Options for Expat Children

      57:19 Family Legacy and Values

      59:50 Favorite Travel Experiences and Final Thoughts

       

      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 5 min
    • #127 Zac Townsend, Meanwhile - Innovating Life Insurance with Bitcoin

      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 Zac Townsend:

      Twitter: @zactownsend, @meanwhilelife 

      LinkedIn: linkedin.com/in/zactownsend 
      Website: https://meanwhile.bm/

       

      Timestamps: 

      00:00 Introduction to the Alt Funds Network Podcast

      00:02 Meet Zach Townsend: Co-Founder and CEO of Meanwhile

      00:18 The Concept of Bitcoin-Denominated Life Insurance

      01:08 Bitcoin Life Insurance: Regulatory and Market Insights

      01:31 Diving into Bitcoin Life Insurance Benefits

      03:02 Zach's Journey: From FinTech to Bitcoin Life Insurance

      06:34 The Genesis of Meanwhile: A Bitcoin Life Insurance Company

      10:27 Understanding the Product and Its Users

      17:15 Mechanics of Bitcoin Life Insurance Policies

      21:32 Starting an Insurance Company: Challenges and Insights

      22:21 Choosing Bermuda for Insurance Approval

      23:09 Launching the First Policies

      23:44 Raising Capital and Investing in Bitcoin

      25:35 Custody and Security Measures

      27:22 Lending Bitcoin and Managing Risks

      34:24 Tax Implications and Policy Loans

      42:00 Future Roadmap and Expansion Plans

      43:57 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.

      46 min
    • #126 Patrick Clancy, Otto - Innovation & Real Time Investment Tracking

      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 Patrick Clancy:
      Company Website: www.ottodigital.io

      LinkedIn: https://www.linkedin.com/company/mg-stover-llc/

      Twitter: https://x.com/mgstoverco?lang=en

      Youtube: https://www.youtube.com/channel/UC9OBGiCDIlpttaqguu1ypKg

       

      Timestamps: 

      00:00 Introduction and Guest Welcome

      00:39 Pat Clancy's Background and Crypto Journey

      03:07 Early Crypto Experiences and Challenges

      04:28 Transition to Digital Asset Practice

      06:02 MG Stover and Fund Administration

      16:22 Custody Market Evolution

      23:34 Introduction to Auto and Its Mission

      28:26 Operational Challenges in Fund Management

      28:43 The Importance of Middleware in Automation

      29:47 Decimal Points and Financial Reporting Nuances

      31:27 Surprising Insights from Portfolio Management

      36:26 The Complexity of Staking Data

      37:14 Unique Partnerships and Compliance

      40:17 Challenges in Staking Reporting

      45:29 Exciting Market Trends and Investments

      50:11 The Future of Stablecoins and Identity Proof

      54:46 The Airstream Lifestyle and Remote Work

      56:34 Connecting with Auto and Upcoming Events

       

      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.

      59 min
    • #125 Sam Gaer, Monarq Asset Management - Institutional Investors and Crypto

      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 Sam Gaer:
      Company Website: https://www.monarq-am.com/ 
      Social Media Account:
      LinkedIn: https://www.linkedin.com/company/monarq-asset-mgmt
      X: https://x.com/monarq_mgmt

       

      Timestamps: 

      00:00 Introduction and Guest Welcome

      01:05 Sam Gaer's Background and Career Journey

      05:27 Transition from FINRA to Katana

      09:53 Crypto Market Insights and Evolution

      25:17 Institutional Investors and Crypto

      29:01 Addressing Crypto Skepticism

      30:09 The Future of Crypto Adoption

      30:40 Innovations in Art Tokenization

      31:36 Overview of Monarch's Funds

      33:03 Market Neutral Fund Strategies

      34:45 Bitcoin Yield Fund Insights

      35:50 Long-Short Systematic Fund

      41:57 AI's Role in Asset Management

      45:42 Digital Asset Treasuries

      53:48 Market Trends and Predictions

      56:00 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.

      57 min
    • #124 Institutional Staking & M&A with Parker Poor

      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 Parker Poor:

      Website: https://infstones.com/

      X: https://x.com/parkerpoor?s=21

       

      Timestamps: 

      00:00 Introduction and Guest Welcome

      00:51 Parker's Journey into Crypto

      03:03 Angel Investing Insights

      06:30 INFStones: Mission and Services

      08:47 Staking Infrastructure and Risks

      11:23 Crypto Adoption and Institutional Interest

      23:47 The Industry's Opportunity

      24:28 Institutional Demand and Stable Coins

      26:43 Staking and Yield Insights

      29:35 Asset Treasuries and Market Trends

      35:12 Tokenization and Future Prospects

      37:36 Excitement for the Future

      40:28 Personal Reflections and Industry Impact

      44:59 Closing 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.

      46 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…