Alt Funds Network

Mike Schroeder
  • 0.0 (0)
  • INVESTING
  • UPDATED WEEKLY

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.

  1. Fund Taxes - 2026 Starting A Fund

    23 JAN

    Fund Taxes - 2026 Starting A Fund

    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   🤝Podcast Sponsor:  Richey May - Fund Audit and Tax Services Richey May Website: https://richeymay.com/industries/alternative-investments/ Reach out to Steve Vlasak: svlasak@richeymay.com   Connect with Jonathan Sharon: Email:       jon@richeymay.com Website:    https://richeymay.com/ Linkedin:     https://www.linkedin.com/company/richeymay/   Timestamps:  00:00 Introduction and Guest Welcome 00:44 About Richie May and Their Services 01:46 Tax Processes and Fund Administration 03:35 Key Tax Considerations for Fund Managers 10:20 Crypto and Tax Implications 14:00 Common Issues and Best Practices 16:47 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.

    18 min
  2. Fund Valuation Agent - 2026 Starting A Fund

    22 JAN

    Fund Valuation Agent - 2026 Starting A Fund

    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   🤝Podcast Sponsor:  Richey May - Fund Audit and Tax Services Richey May Website: https://richeymay.com/industries/alternative-investments/ Reach out to Steve Vlasak: svlasak@richeymay.com   Connect with Monica Blocker: my email:       mblocker@houlihancapital.com firm website:    https://www.houlihancapital.com/    my linkedin:     https://www.linkedin.com/in/monica-blocker-1354658b   Timestamps:  00:00 Introduction and Sponsor Message 00:34 Understanding Valuation Agents 03:00 Levels of Asset Valuation 03:51 When to Engage Valuation Services 08:27 Common Mistakes in Valuation 11:43 Valuation Costs and Considerations 13:56 Nuances in Digital Asset Valuation 16:43 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.

    17 min
  3. Fund Banking - 2026 Starting A Fund

    21 JAN

    Fund Banking - 2026 Starting A Fund

    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   🤝Podcast Sponsor:  Richey May - Fund Audit and Tax Services Richey May Website: https://richeymay.com/industries/alternative-investments/ Reach out to Steve Vlasak: svlasak@richeymay.com   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.

    18 min
  4. Fund Auditor - 2026 Starting A Fund

    19 JAN

    Fund Auditor - 2026 Starting A Fund

    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 🤝Podcast Sponsor:  Richey May - Fund Audit and Tax Services Richey May Website: https://richeymay.com/industries/alternative-investments/ Reach out to Steve Vlasak: svlasak@richeymay.com Connect with Stephen Vlasak: LinkedIn: https://www.linkedin.com/in/stephenvlasak Website: https://richeymay.com/   Timestamps:  00:00 Introduction and Guest Welcome 00:20 Overview of Richie May Services 00:49 Understanding the Role of an Auditor 03:01 When to Involve an Auditor 04:35 Audit Requirements and Importance 05:24 Admin vs Auditor Responsibilities 06:39 Audit Process and Preparation 10:15 Common Audit Challenges 12:39 Valuation Policies and Procedures 14:36 Audit Costs and Final Thoughts 15:56 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.

    17 min
  5. Fund Administration - 2026 Starting A Fund

    17 JAN

    Fund Administration - 2026 Starting A Fund

    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   🤝Podcast Sponsor:  Richey May - Fund Audit and Tax Services Richey May Website: https://richeymay.com/industries/alternative-investments/ Reach out to Steve Vlasak: svlasak@richeymay.com   Connect with Skyler Steinke: LinkedIn: https://www.linkedin.com/in/skylersteinke Website: https://www.theascent-group.com/   Timestamps:  00:00 Introduction and Sponsor Message 00:20 Meet the Experts: Mike Schroeder and Skyler Steinke 00:57 Understanding Fund Administration 01:25 The Role of Fund Administrators 03:48 Investor Perspectives on Fund Administration 04:57 When to Involve a Fund Administrator 05:43 Qualities of a Great Fund Administrator 06:23 Technology in Fund Administration 08:02 Challenges in Crypto Fund Administration 10:14 Common Mistakes by New Fund Managers 14:42 Pricing Overview for Fund Administration 17:07 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.

    18 min
  6. Fund Formation Attorney - 2026 Starting A Fund

    15 JAN

    Fund Formation Attorney - 2026 Starting A Fund

    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   🤝Podcast Sponsor:  Richey May - Fund Audit and Tax Services Richey May Website: https://richeymay.com/industries/alternative-investments/ Reach out to Steve Vlasak: svlasak@richeymay.com   Connect with John Araneo: my email:       jaraneo@colefrieman.com firm website:    www.colefrieman.com my linkedin:     https://www.linkedin.com/in/john-t-araneo-58a1661/ X:             @JohnAraneo27   Timestamps:  00:00 Introduction and Guest Welcome 00:42 Overview of Cole Freeman and Mallon 01:54 The Role of a Fund Formation Lawyer 03:57 Key Considerations in Fund Formation 07:40 Jurisdictional Choices for Fund Managers 12:36 Ongoing Legal Services for Fund Managers 15:16 Challenges in Digital Asset Funds 20:59 Cost Expectations for Fund Formation 24:00 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.

    24 min
  7. #135 Investing With In-Depth Financial Valuations & Analysis - Earl Yaokasin Of WealthArch

    22/12/2025

    #135 Investing With In-Depth Financial Valuations & Analysis - Earl Yaokasin Of WealthArch

    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 Earl Yaokasin: LinkedIn:linkedin.com/in/earl-jordan-yaokasin-cfa-7350ab4b Facebook: https://www.facebook.com/earljordan.yaokasin X: https://x.com/Earl_Jordan Youtube: https://www.youtube.com/@WealthArchInvestmentServices Timestamps:  00:00 Introduction and Guest Welcome 00:57 Earl's Early Entrepreneurial Journey 02:20 Challenges and Hard Work in the US 04:45 Career Growth and Achievements 07:45 Starting Wealth Arch Investment Securities 11:21 Transitioning from Corporate to Entrepreneurship 16:03 Investment Strategies and Client Management 20:38 Detailed Investment Updates and Client Communication 25:45 Research Process and Daily Routine 26:38 Planning the Day with News and Research 27:01 Analyzing Netflix's Financial Projections 29:16 Current Stock Picks and Excitements 29:37 Vital Farms: A Deep Dive 33:27 Shift Four: The Payment Processor 36:31 PayPal's Long-Term Potential 38:19 AI and Nvidia's Future Prospects 42:35 Gold, Silver, and Cryptocurrency Insights 45:37 Energy Sector and GE Renova 47:57 Final Thoughts and Personal Insights   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
  8. #134 Tad Fallows & Matt Shechtman, Long Angle - Private Market Investments and Community Building

    05/12/2025

    #134 Tad Fallows & Matt Shechtman, Long Angle - Private Market Investments and Community Building

    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 Tad Fallows & Matt Shechtman: Website: https://www.longangle.com/ Tad Fallows: https://www.linkedin.com/in/fallows/    Matt Shechtman: https://www.linkedin.com/in/msheck/   Timestamps:  00:00 Introduction to Long Angle Community 03:25 Meet the Founders: Tad and Matt 03:59 The Genesis of Long Angle 05:15 Community Growth and Member Demographics 05:55 Private Market Investments and Member Benefits 12:48 Maintaining Quality and Due Diligence 18:51 Investment Strategies and Member Insights 27:16 Digital Natives and Financial Comfort 28:15 Dissatisfaction with Financial Advisors 30:17 Asset Allocation Insights 32:22 Satisfaction Ratings and Personal Trainers 36:05 Wealth as an Asset for Children 37:02 Estate Planning and Golden Visas 41:02 Key Takeaways for New Wealth 43:17 Building the Long Angle Community 47:26 Future of Long Angle 49:28 In-Person Meetings and Community Culture 52:09 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.

    53 min
See All (140)

About

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.

Information

  • Creator
    Mike Schroeder
  • Years Active
    2022 - 2026
  • Episodes
    140
  • Rating
    Explicit
  • Copyright
    © 2022, Alt Funds Investment Podcast
  • Show Website
    Alt Funds Network