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🤝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.