Alt Funds Network

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.

  1. #138 AI Vaults, Yield Dynamics, and Where Crypto Markets Go Next - James Harris of Tesseract

    2H AGO

    #138 AI Vaults, Yield Dynamics, and Where Crypto Markets Go Next - James Harris of Tesseract

    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 👇 Click Below to be a guest on our video podcast: 👇 https://forms.gle/eUNLxbPj5utv8bar7 Connect with James Harris: firm website:  https://tesseract.fi/   firm linkedin:  https://www.linkedin.com/company/tesseractinvestment/ X:                       https://x.com/tesseractcrypto   Timestamps:  00:00 Post-Call Banter: James’ Market Insights & AI Vaults Tease 01:15 Welcome to the All Funds Network Podcast + Guest Intro 01:45 James’ Origin Story: From TradFi Trading to Discovering Bitcoin 04:21 Building in Crypto: Funds, Custody Pivot, and the Road to Tesseract CEO 06:51 Market Recap: October Flash Crash vs. February Sell-Off (What Really Happened) 14:41 Did We Hit the Bottom? Cycles, Macro Signals, and Why Bitcoin Feels “Off” 16:11 Gold & Silver Mania: Narrative Trades and Volatility Comparisons 17:53 AI, Compute, and the Coming Energy Crunch 20:33 What Tesseract Does: Institutional Yield, DeFi Strategies, and MiCA Licensing 22:29 On-Chain Vaults Explained: Transparency, Non-Custodial Asset Management, and EU Compliance Hurdles 26:40 Are DeFi Vault Tokens Securities? The Compliance Problem 27:24 MiCA vs. US Regulation: Building a Cross-Border Framework 29:07 Why Regulatory Clarity Unlocks Institutional DeFi 32:17 Digital Asset Treasuries in 2026: The ETF Competition & Cost Base Trap 35:37 How Bitcoin Treasuries Chase Yield: Options, Lending & Wrapped BTC 39:37 Sentiment at Extremes: Fear Index, FTX Lows, and the Long-Term Thesis 43:31 What “Institutional-Grade” Yield Really Requires (Risk, Ops, Security) 49:17 Black Swans & Staying Useful: Probabilities, Strategy Risk, and Compliant Vaults 51:00 What’s Next: Tokenized Asset Management, Yield Everywhere, and Where to Connect 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.

    54 min
  2. #137 Innovations & Insights In The Private Credit Market - Kanav Kalia of Oxane Partners

    FEB 20

    #137 Innovations & Insights In The Private Credit Market - Kanav Kalia of Oxane Partners

    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   👇 Click Below to be a guest on our video podcast: 👇 https://forms.gle/eUNLxbPj5utv8bar7   Connect with Kanav Kalia: firm website:    https://www.oxanepartners.com/   my linkedin:     https://www.linkedin.com/in/kaliakanav   Timestamps:  00:00 Introduction and Recap 02:31 Guest Introduction: Kanav Kalia 03:08 The Origin Story of Oxane Partners 06:46 Evolution of the Credit Market 11:43 Asset-Based Finance Explained 16:12 Technology and Infrastructure in Private Credit 20:05 Ecosystem-Led Private Credit 24:08 The Role of Technology Solutions 24:11 Bringing It All Together: The Journey So Far 26:41 Identifying Risk and Potential Fraud 31:02 Regulatory Perspectives and Market Growth 38:35 AI in the Private Credit Space 43:40 Concluding Thoughts and Future Outlook   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.

    46 min
  3. #136 Maximizing Value & Minimizing Taxes - Kevin Bruner of the Q companies

    FEB 13

    #136 Maximizing Value & Minimizing Taxes - Kevin Bruner of the Q companies

    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   👇 Click Below to be a guest on our video podcast: 👇 https://forms.gle/eUNLxbPj5utv8bar7   Connect with Kevin Bruner: Schedule a meeting: https://zoomwithkev.com/ firm website:    https://theqcompanies.com/   Timestamps:  00:00 Introduction and Overview 00:30 The Importance of Tax Mitigation 00:51 Challenges in the Financial Industry 02:28 Kevin Bruner's Background and Experience 02:48 The Q Companies and Financial Strategies 05:13 Insights on Financial Planning and Taxation 18:10 The 1031 Exchange Explained 26:21 The 537 Installment Sale Trust 26:56 Understanding the Trust and Escrow Process 28:29 Role of the Trustee and Trust Protector 29:10 Revocable vs. Irrevocable Trusts 30:20 Estate Planning and Heir Management 31:35 Tax Implications and Planning 33:28 Real Estate and Business Applications 39:39 Special Cases and Unique Assets 50:00 Trends and Market Opportunities 01:03:13 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.

    1h 6m
  4. Fund Valuation Agent - 2026 Starting A Fund

    JAN 22

    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
  5. Fund Banking - 2026 Starting A Fund

    JAN 21

    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
  6. Fund Auditor - 2026 Starting A Fund

    JAN 19

    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
  7. Fund Administration - 2026 Starting A Fund

    JAN 17

    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

Ratings & Reviews

5
out of 5
7 Ratings

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.