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Alt Funds Network: Daily Summaries Delivered
by Mike Schroeder, Skyler Steinke
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 insights for those in the alternative fund space.
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The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago41 min
#161 The DTCC and Brazil's Stock Exchange Picked Canton | Ryan Wishnow, Memora
Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Ryan Wishnow:Website: https://www.memora.systems/ Timestamps:00:00 Welcome and Introductions00:21 Ryan Background and M&A01:51 Discovering Canton Network03:05 Canton Use Cases Explained04:11 Privacy and DAML Basics05:48 Network of Networks Model07:15 Obsidian and Developer Demand09:10 DAML Learning Curve10:59 Institutional Adoption Trends13:09 Selective Privacy Advantage15:07 DTCC and Brazil Exchange17:59 Memora Origin and Vision22:53 Bridge Security and Oracles25:31 RWA Opportunities on Canton27:37 Roadmap and RWA Thesis29:10 Attestation Layer Explained30:32 Tradecraft and Liquidity32:48 Retail Adoption Timeline34:43 Learning Resources and Tokenomics39:47 What Comes Next and Wrap Up 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 weeks ago45 min
#160 Why Do the People With the Most Influence Have the Least Wealth? | Travis Henry, Factory
Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQConnect with Travis Henry:Website: https://thefactoryhq.com/ Timestamps:00:00 Welcome and Guest Intro00:43 Travis Henry Origin Story01:10 From Agency to Finance03:56 Factory Thesis Explained06:39 Culture Segments and Language08:01 Five Pillars Overview10:20 Factory Club Launch Story12:40 NIL Client Fit Framework14:44 Spotting Durable Influence17:40 Brand Deals as Ad Network18:54 Purpose Plus Profit Strategy21:01 SPVs and Deal Examples22:30 Purpose Profit Bridge23:55 SPVs And Allocation25:12 Three Bucket Portfolio26:08 Sweat Equity Creativity27:35 Protecting Young Athletes28:56 Traditional Athlete Finance33:11 Dream Leverage Cashflow35:24 Tech Education Dashboards37:30 Factory Team Breakdown40:00 Liquidity Private Markets41:22 Fund Manager Network42:35 Factory Roadmap Vision44:32 Community Club WrapupDisclaimer: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.
- 3 weeks ago34 min
#159 Give Away Your Company Before You Sell It | Phoenix Hafen, UI Charitable
Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io 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 Phoenix Haffen: Website: https://www.uicharitable.org/ LinkedIn: https://www.linkedin.com/in/phoenix-hafen-2024b6162 Timestamps: 00:00 Welcome and Guest Intro 00:24 Phoenix Background and UI Charitable 01:38 Why Not Donate Cash 03:14 How to Evaluate Charities 08:11 Donor Advised Funds Explained 10:19 DAF vs Private Foundation 12:21 DAFs as LP Capital for GPs 13:30 Donating Founder Equity Pre Exit 15:18 Timing Mistakes and IRS Rules 17:03 Appraisals and Valuation Window 18:08 Business Interest vs Cash Donation 19:06 Wild Assets and Venture LP Gifts 23:59 Problem Assets and UBIT Risks 26:13 Custody and Bitcoin Multisig 28:42 Creative DAF Projects Example 31:23 Unique Causes and Tonga Project 33:20 Who Uses UI Charitable 34:12 Where to Learn More Closing 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.
- Aug 21, 202653 min
#158 Businesses Trade at 6x. Their Real Estate Trades at 20x. | The Sale-Leaseback Arbitrage Explained | Mark Sinnett, Avison Young
Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io 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 Mark Sinnett: LinkedIn: https://www.linkedin.com/in/mark-sinnett/ Timestamps: 00:00 Welcome and Guest Intro 00:49 Starting in 2008 02:40 Turnkey Scaling Playbook 05:42 Drugs Thugs and Bugs Deal 12:30 From Turnaround to Syndication 15:47 Fund Structure Explained 18:07 Who Can Invest 20:14 Raising Capital with Trust 23:51 Borrowed Credibility Strategy 25:46 Markets and Asset Focus 26:20 Operator First Due Diligence 27:16 Needs Based Asset Classes 28:41 Calm Money Never Panics 30:09 Senior Housing Strategy 31:59 Strict Operator Standards 33:38 Fund Manager GP Role 34:52 Investor Trust Transparency 37:09 Masterminds Relationships Learning 38:55 Choosing The Right Mastermind 41:55 Avoiding The Burnout Trap 47:57 Books And Core Themes 51:09 Freedom Vehicle Not Goal 52:13 Connect With Freedom Family 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.
- Aug 14, 202653 min
#157 “Drugs, Thugs & Bugs” — She Made $2M From Ohio’s Worst Apartment Complex | Dani Lynn Robison
Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io 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 Dani Lynn Robison: LinkedIn: https://www.linkedin.com/in/danilynnrobison/ Instagram: https://www.instagram.com/danilynnrobison/ Facebook: https://www.facebook.com/dani.lynn.robison YouTube (Freedom Show): https://www.youtube.com/channel/UCA1AEhMUyXuqZPLvBvhkKXQ YouTube (FFI): https://www.youtube.com/channel/UCZm2q57GvIfCE98SovUuoZw Timestamps: 00:00 Welcome and Guest Intro 00:49 Starting in 2008 02:40 Turnkey Scaling Playbook 05:42 Drugs Thugs and Bugs Deal 12:30 From Turnaround to Syndication 15:47 Fund Structure Explained 18:07 Who Can Invest 20:14 Raising Capital with Trust 23:51 Borrowed Credibility Strategy 25:46 Markets and Asset Focus 26:20 Operator First Due Diligence 27:16 Needs Based Asset Classes 28:41 Calm Money Never Panics 30:09 Senior Housing Strategy 31:59 Strict Operator Standards 33:38 Fund Manager GP Role 34:52 Investor Trust Transparency 37:09 Masterminds Relationships Learning 38:55 Choosing The Right Mastermind 41:55 Avoiding The Burnout Trap 47:57 Books And Core Themes 51:09 Freedom Vehicle Not Goal 52:13 Connect With Freedom Family 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.
- Aug 7, 202651 min
#156 "It Looked Like a Ponzi Scheme" — Why This Hedge Fund CIO Changed His Mind on MSTR | Michael Treidl, Blue Coin Capital
Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io 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 Mike Treidl: Website: http://bluecoin.capital LinkedIn: https://www.linkedin.com/in/mtreidl/ Timestamps: 00:00 Bullish Coins Teaser 00:18 Podcast Intro Guests 00:49 TradFi to Crypto Journey 01:55 Bitcoin Accident Coinbase Link 03:53 Why Launch BlueCoin 05:54 Token Due Diligence Framework 07:57 Top Holdings Bullish Picks 09:56 Market Timing Crypto Winter 12:36 Cycle Signals Allocation Leverage 15:41 Spot vs ETFs Staking 17:54 Using Leverage Like Pros 20:42 AI Meets Crypto Payments 23:44 MicroStrategy Deep Dive Setup 25:25 Premium Flywheel Explained 26:37 Why Pay The Premium 27:06 Leverage Via Capital Markets 29:21 Bull Markets And Doom Loop 31:41 Bear Case And Commodity Analogy 32:39 Stretch Preferred Shares Basics 33:44 From Margin Calls To Preferreds 35:49 Why Stretch Broke The Buck 38:18 Deleveraging And Stablecoin Contagion 40:02 Stabilizing The Capital Stack 41:15 Who Should Buy Stretch 42:50 Diversify And Key Man Risk 44:41 Moving Goalposts And MNAV 46:55 Fund Manager Lessons Learned 47:56 Raising Capital And Fund Design 50:44 Wrap Up And Where To Find Mike 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.
- Jul 31, 20261h 1m
#155 The Vault That Cut FalconX's Back Office by 80%
Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io 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 Matteo Pandolfi & Thibault Labidi: M11 Credit Twitter/X: https://x.com/M11Credit M11 Credit LinkedIn: https://www.linkedin.com/company/m11-credit/ Pareto Twitter/X: https://x.com/paretocredit Pareto LinkedIn: https://www.linkedin.com/company/paretocredit/ Timestamps:00:00 Welcome and Guests00:51 Pareto Growth Drivers05:35 Beyond Crypto Borrowers10:12 M11 Credit Curator Role14:34 How Deals Get Done28:11 FalconX Vault Deep Dive33:29 Institutions and Vaults38:57 Legal Meets Smart Contracts41:27 Receipt Tokens and DeFi Uses51:39 Yields and Ops Savings55:50 Whats Next and Wrap Up 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.
- Jul 24, 202651 min
#154 Why the S&P 500 Ignores Founders — And How This ETF Fixes It | Haren Bhakta, Inside Ownership
Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk Connect with Haren Bhakta: firm website: www.insideownership.com Youtube: https://www.youtube.com/@OwnershipIndex Timestamps: 00:00 Podcast Introductions 00:19 Haren’s Career Journey 01:23 Microcap Proxy Battle 03:12 Finding Microcap Ideas 04:04 Berkshire Aha Moment 07:14 Free Float Explained 08:16 Power Law Returns 10:17 Founders and Innovation 12:24 IBM Leadership Lesson 15:59 Passive Indexing Problem 21:21 Inside Ownership Index 22:25 Insiders and Weighting 25:38 100 Bagger Research 26:20 Insider Ownership Edge 27:19 Skin in the Game 29:02 Electrons vs Atoms 33:12 Indexing in Winner Take All 37:17 Rethinking Valuation 40:27 Launching the ETF 40:49 Fast Partner and Costs 48:37 Marketing and Lessons 49:55 Global Expansion Plans 51:11 Wrap Up 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.
About Alt Funds Network
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 insights for those in the alternative fund space.
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