Alt Funds Network

Mike Schroeder, Skyler Steinke
  • 5.0(8개의 평가)
  • 투자
  • 매주 업데이트

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. #151 Growth Equity with Isabelle Tashima of Volition Capital

    2일 전

    #151 Growth Equity with Isabelle Tashima of Volition 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 Isabelle Tashima: Website:  https://www.volitioncapital.com/     Timestamps:  00:00 Welcome and Guest Intro 00:22 Growth Equity Explained 02:37 Why Companies Raise 03:23 Volition Investment Focus 05:48 Under the Radar AI 08:48 Diligence and Process 10:44 Support Model and Portfolio 13:07 Capital Efficiency Mindset 15:23 Market Cycles and Funding 17:07 Big Win Chewy Story 19:39 Lessons from Losses 21:59 Signals of Winners 23:20 Social as Distribution Moat 25:27 What Makes 10X 28:04 How Volition Uses AI 30:58 Sourcing and Outreach 31:41 Founder Red Flags 33:39 Questions Before Raising 35:42 Future of Growth Investing 36:57 Wrap Up 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.

    38분
  2. #150 ETFs, Market Themes, and New Credit Ideas with Matthew Tuttle

    6월 12일

    #150 ETFs, Market Themes, and New Credit Ideas with Matthew Tuttle

    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 Matthew Tuttle: Website: https://www.tuttlecap.com/     Timestamps:  00:00 Post Interview Teaser 01:18 Meet Matt Tuttle 02:09 From Wall Street to ETFs 04:20 Weird Active ETF Innovation 07:04 COVID and Thematic Trading Boom 09:07 Photonics and AI Bottlenecks 11:59 Finding Themes Early 15:36 ETF Launch Timing Playbook 18:37 Marketing Without Wholesalers 20:52 Why 60/40 Is Broken 23:03 His Portfolio Framework HALO 25:02 Better Than Bonds Sleeve 26:16 Digital Credit Yield 26:54 Tail Risk ETF OHNO 27:48 Stretch Versus SADA 28:22 AI Research Workflow 31:28 Markets Always Up Myth 33:18 Stagflation Warning Signs 36:32 ETF Innovation Trends 37:45 Younger Investor Pitfalls 43:11 Contrarian Sentiment Rules 46:13 Rebalancing And Final Themes 47:51 Closing And Where To Find   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.

    48분
  3. #149 Automate or Die: The Secret Tech Saving Real-World Factories - Renan Devillieres of OSS Ventures

    6월 5일

    #149 Automate or Die: The Secret Tech Saving Real-World Factories - Renan Devillieres of OSS Ventures

    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 Renan Devillieres: Website: www.oss.ventures Personal LinkedIn: https://www.linkedin.com/in/renan-devillieres/   Timestamps:  00:00 Post Interview Takeaways 02:26 Meet Renan And OSS 03:28 Renan Origin Story 06:13 From Startup Exit To Builder 06:59 Venture Builder Model 08:51 AI Industrialization Example 11:25 Why Factory Immersion Matters 13:44 Why Factories Partner Up 17:38 New Manufacturing Constraints 19:49 Reshoring Powered By AI 21:09 Hunting For Efficiencies 21:18 AI Winners In Factories 22:17 Why AI Works Now 23:06 Hidden Data And Knowhow 24:47 OSS Venture Fund Model 27:34 Industrial Software Unbundling 30:34 Chocolate Covered Broccoli 32:47 Founder Playbook For AI 34:47 Picking Founders And Partners 38:12 Global Clients And Referrals 39:45 Chips Data Centers And Wrap   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.

    42분
  4. #148 Self-Storage Real Estate with Jacob Vanderslice of Van West Partners

    5월 29일

    #148 Self-Storage Real Estate with Jacob Vanderslice of Van West 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 Google: https://bit.ly/4am9oXk   👇 Click Below to be a guest on our video podcast: 👇   https://bit.ly/46X7cSQ   Connect with Jacob Vanderslice - Van West Partners: Website: www.vanwestpartners.com LinkedIn: https://www.linkedin.com/company/vanwest-partners   Timestamps:  00:00 Self Storage Teaser 01:34 Meet Jacob Van West 02:01 From Firefighter To Investor 02:46 Why Pivot To Storage 04:48 Storage Risks And Realities 07:55 Supply Shock And Mobility 10:02 Who Uses Storage Units 14:19 Why Storage Stays Resilient 16:28 Deal Flow And Competition 19:06 One Deal That Worked 20:39 Sourcing Off Market Deals 21:52 Self Managing Operations 25:25 Staffing And Customer Experience 28:00 Retention And Expense Pressure 29:50 Inflation And Ops Pressure 30:12 Raising Capital Gets Harder 31:27 Risk Return And Leverage 32:58 Equities Versus Storage 35:30 Rates Bonds And Cap Rates 38:42 Cap Rate Math Explained 40:12 Micro Wins Denver Case 44:51 Tertiary Markets Strategy 46:15 AI In Storage Operations 53:09 Wild Storage Unit Stories 56:19 Outlook 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.

    58분
  5. #147 Investing in Manufactured Housing & RV Parks with Nathan Jameson of Arx Capital

    5월 22일

    #147 Investing in Manufactured Housing & RV Parks with Nathan Jameson of Arx 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   👇 Click Below to be a guest on our video podcast: 👇 https://forms.gle/eUNLxbPj5utv8bar7   Connect with Nathan Jameson: Website: https://www.arxventures.com/ Personal LinkedIn: https://www.linkedin.com/in/nathan-jameson/   Timestamps:  00:00 Episode Preview 01:49 Meet Nathan Jameson 02:22 Early Real Estate Spark 03:42 Land Acquisition Career 06:04 From Builder to ARX 06:58 First Mobile Park Deal 07:46 Finding Land the Old Way 10:12 Why Mobile Home Parks 11:00 Boots on Ground Ops 14:03 Market Today and Capital 17:15 Building the Investor Fund 19:46 Alignment and Discipline 22:16 Why Supply Is Shrinking 25:27 Expansion and Entitlements 28:15 Development Lens Advantage 32:28 Deal Sourcing Today 32:59 Outbound Deal Sourcing 33:29 Tax Efficiency Basics 35:47 Depreciation and Bonus Rules 37:39 2026 Market Hunting 38:06 RV Parks Strategy 41:30 Value Add Improvements 43:19 Home Quality and HUD 46:53 Financing and Rent To Own 48:25 Macro Risks and Leverage 53:08 Risk Management Playbook 54:30 Team and Operations Edge 56:02 Fund Model and Alignment 58:10 Evergreen Exits and Sales 01:02:21 Whats Next 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.

    1시간 4분
  6. #146 The Money Multiplier with Brent Kesler

    5월 15일

    #146 The Money Multiplier with Brent Kesler

    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 Brent Kesler: Facebook: https://www.facebook.com/themoneymultiplier Instagram: https://www.instagram.com/the.money.multiplier/ Youtube: https://www.youtube.com/@the.money.multiplier/videos Podcast: https://podcasts.apple.com/us/podcast/the-money-multiplier-podcast/id1534038990       Timestamps:  00:00 Welcome and Guest Intro 01:10 Brent’s Chiropractic Journey 02:35 Discovering Infinite Banking 05:10 Nearly $1M Debt Payoff 06:19 From Clinics to Teaching 10:05 Concept Overview and Control 11:30 Why Whole Life Policies 14:06 Recapturing Money Example 18:54 Policy Design and MEC Limits 23:50 Policy Loans and Growth 28:04 Insurers Through Crises 28:55 Actuaries And Risk Math 29:45 401k Loans Vs Policy Loans 30:31 Why Quit The 401k 34:37 Who This Strategy Fits 37:11 Not An Investment Vehicle 40:37 How He Uses Policies 43:49 Paying Taxes With Loans 45:56 Real Estate And IUL Warning 47:53 Where To Learn More 50:14 Lessons From Lending Mistakes 51:56 Final Takeaways And Wrap   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.

    52분
  7. #145 CBDC’s; Building Sovereign Digital Infrastructure with Xin Yan of Sign Global

    5월 8일

    #145 CBDC’s; Building Sovereign Digital Infrastructure with Xin Yan of Sign Global

    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 Xin Yan: firm website:  https://sign.global/ firm linkedin:  https://sg.linkedin.com/company/signglobal Firm X:              https://x.com/Sign   Timestamps:  00:00 Welcome and Guest Intro 00:54 Xin Yan Crypto Origin Story 01:40 Sign Global Sovereign Stack 02:45 CBDC Basics and Purpose 03:27 Fiat Ledger and Bank Control 05:32 Why Private Chains Matter 07:02 Stablecoins vs CBDCs 08:52 Future Multi Currency Payments 11:54 Freedom vs Control Tradeoffs 15:33 How Governments Build Differently 19:37 Leaders in CBDC Adoption 21:32 CBDC as Gateway to Innovation 23:45 Real Time Data Advantage 24:13 Banks Versus CBDCs 25:49 Modernizing Slow Banking 27:05 Government Hesitation Factor 29:00 Digital Identity And Security 31:56 What Rollouts Look Like 34:36 Replacing Card Networks 36:43 Sign Global Products 39:57 Compliance As Code 42:43 Future Of Payments 43:49 Wrap Up And Links   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.

    44분
  8. #144 Manufactured Housing & Storage Investing with Matthew Ricciardella

    5월 1일

    #144 Manufactured Housing & Storage Investing with Matthew Ricciardella

    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 Matthew Ricciardella: firm website:  https://www.crystalviewcapital.com/ firm linkedin:  https://www.linkedin.com/company/crystalviewcapital   Timestamps:  00:00 Welcome and Episode Preview 00:59 Meet Matthew Ricciardella 01:46 From Dropout to Realtor 03:07 First Duplex Breakthrough 03:50 Scaling Into Commercial 06:32 Why Storage and MHC Win 07:56 Launching Crystal View Funds 10:02 Fund One Playbook 12:59 Exit Timing and Regrets 14:35 Evergreen Fund Strategy 16:13 Off Market Deal Flow 19:53 Vertical Integration Edge 23:39 Owner Mindset Wins 24:43 Skin in the Game 26:54 Underwriting Returns 28:55 Capital Deployment Strategy 31:07 Conservative Leverage 32:14 Buy Cash Then Refi 33:36 HELOCs and Optionality 34:47 Biggest Losses Lessons 37:28 Culture and Team Fit 39:30 Market Trends 2026 41:43 Manufactured Housing Myths 43:26 Consolidation and Rollups 44:29 Tech and AI Operations 46:27 Take Action Closing   Bigrock by Kevin MacLeod (incompetech.com), Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0/ 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.

    48분
모두 보기(155개)

5
최고 5점
8개의 평가

소개

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.

정보

  • 제작진
    Mike Schroeder, Skyler Steinke
  • 방송 연도
    2022년 - 2026년
  • 에피소드
    155
  • 등급
    무삭제판
  • 저작권
    © 2022, Alt Funds Investment Podcast
  • 웹사이트 보기
    Alt Funds Network