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by Dave Rothschild
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- 2 weeks ago41 min
Episode 84: Crypto Prime Brokerage with Matt Boyd, Coinbase
Episode 84: Crypto Prime Brokerage with Matt Boyd, Coinbase Matt Boyd, Head of Prime Finance at Coinbase joins the Tokens of Wisdom Studio to explain all things crypto prime brokerage and how to navigate the transition from managing your own money to managing a fund. Key Points From This Episode: Crypto custody and the importance of qualified custodians.How Coinbase Prime connects custody, execution, financing, and operations.Best execution in fragmented crypto mark...
- 4 weeks ago30 min
Episode 83: Outsourced CFOs with Eugene Tetlow, V17
Episode 83: Outsourced CFOs with Eugene Tetlow, V17 Eugene Tetlow visits the Tokens of Wisdom Studio to explain how outsourced CFO shops help new and established fund managers. Eugene is the CEO of V17 Advisors, but he is more widely known for his critically acclaimed role as the first guest host in Tokens of Wisdom history. Key Points From This Episode: How does an outsource CFO engagement work? How does it differ from what a fund admin does?What is The Real Value ...
- Mar 24, 202617 min
Episode 82: Reasonable Expectations: How the SEC (Now) Applies Howey to Crypto
Episode 82: Reasonable Expectations: How the SEC (Now) Applies Howey to Crypto By now, you’ve all heard about the latest SEC release on the application of federal securities laws to certain crypto assets and related transactions. You’ve probably read 12 law firm memos and seven million hot Tweets on the topic by now. But few of them answer the burning question: what does this mean for digital asset fund managers? Well, today’s your lucky day because Tokens of Wisdom is here to an...
- Mar 9, 202613 min
Episode 81: Slopeside with the Summit Syndicate
Episode 81: Slopeside with the Summit Syndicate Different episode today, featuring slopeside interviews from our second Summit Syndicate trip of 2026. The Summit Syndicate is a Lake Tahoe day trip event co-hosted by Cole-Frieman & Mallon, Eisner Amper, V17 Advisors and Juniper Square. We chartered a bus from SF, drove to Northstar, skid a full day and drove back to the city. We had excellent turnout from industry friends old and new, and even if you didn’...
- Feb 11, 202611 min
Episode 80: Fair Investment Practices by Venture Capital Companies Law
Episode 80: Fair Investment Practices by Venture Capital Companies Law Quick hit today to discuss California's new Fair Investment Practices by Venture Capital Companies Law (“California Regulatory Overreach” as I call it), which mandates venture capital firms to collect and report demographic data about the founding teams of the companies they invest in. I outline the requirements, implications, and potential challenges that VCs may face due to this law, and share my concerns about it...
- Jan 28, 202630 min
Episode 79: Liberate the Yield with Ronald Falls, Jr.
Episode 79: Liberate the Yield with Ronald Falls, Jr. Ron Falls visits the Tokens of Wisdom Studio to shed light on the epic showdown of Brian vs The Banks. We discuss the controversy surrounding yield provisions for stablecoins, the banking industry's response, and the potential future of financial services as digital assets gain traction. Key Points From This Episode: The Clarity Act aims to provide a regulatory framework for digital assets.Stablecoin issuers are ...
- Jan 13, 202638 min
Episode 78: Outsourced Compliance with Fizza Khan, Silver Regulatory Associates
Episode 78: Outsourced Compliance with Fizza Khan, Silver Regulatory Associates Fizza Khan from Silver Regulatory Associates visits the Tokens of Wisdom Studio to enlighten us about all things compliance. From deciding when to engage an outsourced provider to the nuts and bolts of compliance policies and navigating SEC exams, Fizza shares the wisdom. Key Points From This Episode: How does an outsourced compliance engagement work? Compliance policies – is it one...
- Dec 23, 202519 min
Episode 77: All the Wisdom from 2025
Episode 77: All the Wisdom from 2025 It’s a ho-ho-holiday clip show! So many distinguished guests joined the show this year to share their wisdom. I figured, why not share some of their best advice in one EOY clip show extravaganza. If you’re listening to this – not watching – see timestamps below so you know who you’re listening to. Key Points From This Episode: 4:22: Bert McCooey, Ascent (Fund Admin) Full episode: https://www.youtube.com/watch?v=sNskOufkTE4&t=...
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About Tokens of Wisdom
Do you love investing? Ever thought about turning that passion into a business? Listen up to learn to navigate the legal loopholes in forming, launching, and running a private investment fund, including considerations unique to digital asset/crypto funds. Dave Rothschild is a partner at Cole-Frieman & Mallon, one of the country's premier boutique investment management law firms with deep experience in traditional assets, as well as esoteric asset classes like digital assets. For questions or comments, email tow@colefrieman.com. Visit our website: https://colefrieman.com
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