Alt Funds Network

Alt Funds Network

By Mike Schroeder, Skyler SteinkeBusinessEntrepreneurshipInvestingManagement
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Alt Funds Network episodes

  • #94 Rajeev Gupta, Alium Capital - Evaluating Investments, Building Relationships & Value Investing

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

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    Apple Podcast: https://apple.co/4akXAUS

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    Connect with Rajeev Gupta:

    Personal LinkedIn: https://www.linkedin.com/in/rajeev-gupta-9193596/

    Company LinkedIn: https://www.linkedin.com/company/alium-capital/?viewAsMember=true

     

    Timestamps: 

    00:00 Introduction: The Challenges of Investing

    02:32 Raj's Early Career at Goldman Sachs

    04:51 Founding the Alium Fund

    06:02 Investment Strategy and Philosophy

    07:15 Evaluating Founders and Companies

    11:22 Geographic Focus and Technology Investments

    16:40 The Importance of Relationships

    18:39 Building Personal Relationships in Business

    19:12 Navigating the Noise in Business Conversations

    19:47 The Importance of Human Connection

    21:19 Reversing the Investor-Company Dynamic

    23:14 Strategies for Entering and Exiting Investments

    27:29 The Role of Boards in Company Governance

    30:06 Opportunities and Challenges in the Australian Market

    33:06 Impact of High Interest Rates on Venture Capital

    34:43 Economic Growth in Asia-Pacific

    36:34 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.

    38 min
  • #93 Brett Kelly, BitGo - Custody, Staking, and Crypto Security

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

    Email us with topic ideas: [email protected]

    Spotify: https://bit.ly/4afXcan

    Apple Podcast: https://apple.co/4akXAUS

    YouTube: https://bit.ly/3GE1UBl 

     

    👇 Click Below to be a guest on our video podcast: 👇

      https://bit.ly/46X7cSQ

     

    Connect with Brett Kelly:

    Website: https://bitgo.com/

    X:@krettbelly 

    Telegram: @krettbelly

     

    Timestamps:

    00:00 Introduction and Welcome

    00:47 Guest Background and Career Journey

    01:33 BitGo's Evolution and Business Lines

    03:35 BitGo's Custody and Staking Services

    05:53 Venture Capital Trends in Crypto

    09:30 Challenges and Innovations in Custody

    13:40 Traditional Finance and Crypto Custody

    18:47 BitGo's Competitive Advantages

    21:41 Product and Engineering Focus

    22:16 Custody and Market Differentiation

    22:59 Client Fit and Hot Wallet Solutions

    24:10 OTC Desk and Trading Solutions

    26:09 Misconceptions in Custody Fees

    35:37 Risk Management and Compliance

    39:39 Future of Digital Assets and Custody

    42:53 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.

    44 min
  • #92 Maredith Hannon, Wisdom Tree - Institutions are Tokenizing Assets

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

    Email us with topic ideas: [email protected]

    Spotify: https://bit.ly/4afXcan

    Apple Podcast: https://apple.co/4akXAUS

    YouTube: https://bit.ly/3GE1UBl 
     

    👇 Click Below to be a guest on our video podcast: 👇

      https://bit.ly/46X7cSQ

     

    Connect with Maredith Hannon:

    WisdomTree: https://www.wisdomtree.com/

    WisdomTree Prime: https://www.wisdomtreeprime.com/?utm_source=referral&utm_medium=wisdomtree.com

    WisdomTree Connect: https://www.wisdomtreeconnect.com/

    Company X: @WisdomTreePrime 

    Personal X: @MaredithH1 

     

    Timestamps:

    00:00 Introduction and Guest Welcome

    00:34 Meredith Hannon's Background and Entry into Digital Assets

    04:02 WisdomTree's Journey into Blockchain

    08:17 Tokenization and Its Benefits

    11:39 Decentralized Identity and Peer-to-Peer Transfers

    18:54 Institutional Adoption of DeFi

    21:31 Ensuring Asset Security Through Regulation

    22:31 Comparing Money Market Funds and Stablecoins

    23:21 Innovative Uses of Money Market Funds

    25:41 DAOs and Treasury Diversification

    28:41 Trends in Tokenization

    30:36 Addressing Misconceptions and Risks

    34:57 The Tokenization Process

    37:07 Future of Financial Services and Tokenization

    41:33 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.

    45 min
  • #91 Paul Howard, Wincent - Digital Assets and Market Making

    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 Paul Howard:
    Website: www.wincent.co 
    LinkedIn: https://www.linkedin.com/company/wincent-co  
    X: @Wincent_co

     

    Timestamps:

    00:00 Setting Up the Scene

    00:50 Introducing the Guest: Paul Howard

    02:45 Paul Howard's Background and Journey

    05:14 Understanding Wincent and Its Operations

    06:32 Market Dynamics and Regulatory Changes

    09:58 Wincent's Expansion and Risk Management

    15:15 Future Outlook and Industry Predictions

    16:13 Exploring the Future of Crypto and Digital Assets

    16:54 High Frequency Trading and Regulation Changes

    17:04 The Role of Technology in Liquidity

    18:13 Transparency and Data in Crypto

    20:37 Market Trends and Fund Strategies

    22:54 Institutional Adoption and Stable Coins

    24:58 Wincent’s Approach to Market Making

    26:46 The Founding of Wincent and Its Culture

    28:48 Exciting Developments in Digital Assets

    30:10 Conclusion and Final Thoughts

    30:26 Connecting with Wincent and Future Prospects

     

    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.

    28 min
  • #90 Wilson Veech, reDeFi - Crypto Investment Strategies

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

    Email us with topic ideas: [email protected]

    Spotify: https://bit.ly/4afXcan

    Apple Podcast: https://apple.co/4akXAUS

    YouTube: https://bit.ly/3GE1UBl
     

    👇 Click Below to be a guest on our video podcast: 👇

      https://bit.ly/46X7cSQ

     

    Connect with Wilson Veech:

    Company Website:https://www.redeficapital.io/   

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

     

    Timestamps: 

    00:00 Introduction and Welcome

    00:27 Wilson's Philosophy on Time Management

    02:43 Getting Started in Crypto

    04:24 Founding reDeFi and Early Challenges

    06:55 Investment Strategies and Fund Management

    11:58 Market Predictions and Risk Management

    21:56 Regulation and Industry Changes

    25:11 Fund Performance and Future Plans

    27:08 Bitcoin and Altcoin Market Trends

    28:19 Launching a New Fund: Advice and Insights

    30:44 Long-Term Goals and Value Investing in Crypto

    33:35 Competitive Advantages in the Crypto Market

    42:42 Risk Management in Crypto Investments

    47:14 Travel and Personal Interests

    51:30 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.

    48 min
  • #89 James Ouderkirk, GLASfunds - Alternative Investments and Advisor Solutions

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

    Email us with topic ideas: [email protected]

    Spotify: https://bit.ly/4afXcan

    Apple Podcast: https://apple.co/4akXAUS

    YouTube: https://bit.ly/3GE1UBl 


    👇 Click Below to be a guest on our video podcast: 👇

      https://bit.ly/46X7cSQ

     

    Connect with James Ouderkirk:

    Company Website: www.glasfunds.com

    LinkedIn: https://www.linkedin.com/company/glasfunds/?viewAsMember=true

     

    Timestamps: 

    00:00 Introduction and Guest Welcome

    00:27 James Ouderkirk's Background and Career Journey

    01:41 Overview of GLASfunds

    03:09 Clientele and Services Offered by GLASfunds

    04:30 Operational Mechanisms and Platform Structure

    08:01 Trends in Alternative Investments

    10:41 Historical Allocation to Alternatives

    16:46 Research and Due Diligence Process

    18:24 Bringing New Funds to the Platform

    24:23 Investor Appetite and New Opportunities

    31:02 Educational Support for Advisors

    33:48 Advice for New Fund Managers

    36:43 Trends in the Advisor Universe

    38:51 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.

    40 min
  • #88 Roque Castro and Chris O'Connor, Elysium Tech Group - Trade Settlement in the Digital Age

    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 Roque Castro and Chris O'Connor:

    Company Website: www.elysiumtechgroup.com

    Company LinkedIn: https://www.linkedin.com/company/elysium-technology-group

    Chris O'Connor: https://www.linkedin.com/in/cdoconno/

    Roque Castro: @yesterdayreclaimed

     

    Timestamps: 

    00:00 Introduction to Elysium Technology

    00:32 Elysium's Evolution and Core Offerings

    02:03 Addressing Trade Settlement and Market Fragmentation

    05:20 Elysium's Journey and Client Solutions

    08:12 Crypto Trading Evolution and Market Structure

    16:42 Match Hub: Features and Benefits

    25:02 Integration and Prime Brokerage in Digital Assets

    33:22 Future Vision and AI Integration

    37:38 Risk Management and Final Thoughts

    41:18 Connecting with Elysium Technology

     

    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.

    43 min
  • #87 Ilya Paveliev, Arete Capital - Insights on Web3, AI, and Crypto Trends

    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 Ilya Paveliev:

    Company Website: https://www.aretecapital.xyz/

    Social Media Account:https://www.linkedin.com/in/trinityinvestor/

     

    Timestamps:

    00:00 Introduction and Guest Background

    03:16 Current Focus: Trends and Opportunities in DeFi, Gaming, and AI

    03:32 Market Structure and Capital Scarcity

    07:41 Defining Liquid Venture and Its Importance

    09:08 AI and Web3: Convergence and Challenges

    13:24 DeFi: Institutional Adoption and Technological Advancements

    19:17 Web3 Adoption and Gaming

    25:26 Applied AI: Real-World Use Cases

    31:48 Macro Perspective and Final Thoughts

    35:26 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.

    37 min
  • #86 Damon Xu, 1Token - Crypto Portfolio Management Insights

    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 Damon Xu:

    Company Website: https://1token.tech/ 
    LinkedIn: https://www.linkedin.com/in/damon-xu-41163938/

     

    Timestamps: 

    00:00 Introduction and Guest Welcome

    00:41 Damon Xu's Background in FinTech

    01:34 Transition to Crypto and Early Market Insights

    03:38 The Birth of 1Token

    04:04 Crypto Portfolio Management and Client Focus

    06:24 Challenges and Solutions in Crypto Asset Management

    11:14 Integration with Traditional Systems

    19:17 Separately Managed Account (SMA) vs. Fund Structures in Crypto

    24:57 Institutional DeFi Trends

    25:03 Institutional Shift to DeFi

    26:18 Understanding DeFi Strategies and Platforms

    28:35 Challenges in DeFi Portfolio Management

    32:25 Risk Monitoring Tools in DeFi

    35:00 Benchmarking and Performance Analysis

    43:59 AI Integration in DeFi

    49:11 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.

    51 min
  • #85 John Divine, Blockfills - Bitcoin Options & Strategies

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

    Email us with topic ideas: [email protected]

    Spotify: https://bit.ly/4afXcan

    Apple Podcast: https://apple.co/4akXAUS

    YouTube: https://bit.ly/3GE1UBl

     

    Click Below to be a guest on our video podcast: https://bit.ly/46X7cSQ

     

    Connect with John Divine:

    Company Website: https://www.blockfills.com/

    Personal Website: https://johndivine.io/

    X: @iamjohndivine    

    LinkedIn: https://www.linkedin.com/in/john-divine/      

    Amazon: https://www.amazon.com/Bitcoin-Options-Energy-Storage-Management/dp/B0D28NL8RL

     

    Timestamps: 

    00:00 Introduction

    00:42 John Divine's Journey into Crypto

    03:48 Understanding Liquidity in Crypto Markets

    04:41 The Role of Dark Pools in Bitcoin Trading

    08:43 Evolution of Bitcoin Options and Futures

    18:22 Market Participants and Strategies

    20:26 Inspiration Behind the Book

    25:01 Bitcoin Options Strategies

    33:19 Understanding Bitcoin Options and Implied Volatility

    34:01 Monetizing Bitcoin Volatility: Strategies and Insights

    34:57 Exploring Zero Cost Collars and Optimized HODL

    35:16 The Concept of Selling the Dream in Bitcoin

    37:15 Understanding Skew and Its Implications in Bitcoin

    39:34 Ethereum's Upcoming Hard Fork and Market Sentiment

    42:09 Cash Secured Puts: A Strategy for New Positions

    48:41 The Role of ETFs in Digital Asset Adoption

    52:14 The Future of Tokenization and Real-World Applications

    01:00:24 Final Thoughts and Risk Management in Options Trading

     

    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 4 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…