Alt Funds Network

Mike Schroeder, Skyler Steinke
  • 5.0 (10)
  • 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. 3d ago

    #162 Signature Bank Had $34B in Liquidity. They Shut It Down Anyway | Scott Shay, N3XT

    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 Scott Shay: Website: https://n3xt.io/  X: https://x.com/N3XTinc  LinkedIn: https://www.linkedin.com/company/n3xtio/    Timestamps: 00:00 Introduction 01:00 Scott Shay's journey into banking 03:00 Building Signature Bank 05:00 The origins of Signet and crypto banking 07:00 How Signet enabled 24/7 payments 09:00 The rise of stablecoins 13:00 The banking industry's reaction to crypto 14:00 What happened to Signature Bank 18:00 The fundamental problem with traditional banking 21:00 Moving dollars like Bitcoin 23:00 Why Scott decided to build N3XT 26:00 Building a full-reserve U.S. bank 29:00 Tokenized dollars outside the bank 32:00 Full-reserve vs. fractional-reserve banking 34:00 How N3XT makes money 36:00 Crypto regulation and the future 38:00 The N3XT digital dollar 43:00 How traditional banks view crypto 45:00 The future of banking 47:00 What fund managers should know   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.

    #162 Signature Bank Had $34B in Liquidity. They Shut It Down Anyway | Scott Shay, N3XT

  2. Sep 16

    #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.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 Ryan Wishnow: Website: https://www.memora.systems/    Timestamps: 00:00 Welcome and Introductions 00:21 Ryan Background and M&A 01:51 Discovering Canton Network 03:05 Canton Use Cases Explained 04:11 Privacy and DAML Basics 05:48 Network of Networks Model 07:15 Obsidian and Developer Demand 09:10 DAML Learning Curve 10:59 Institutional Adoption Trends 13:09 Selective Privacy Advantage 15:07 DTCC and Brazil Exchange 17:59 Memora Origin and Vision 22:53 Bridge Security and Oracles 25:31 RWA Opportunities on Canton 27:37 Roadmap and RWA Thesis 29:10 Attestation Layer Explained 30:32 Tradecraft and Liquidity 32:48 Retail Adoption Timeline 34:43 Learning Resources and Tokenomics 39:47 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.

    #161 The DTCC and Brazil's Stock Exchange Picked Canton | Ryan Wishnow, Memora

  3. Sep 8

    #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.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 Travis Henry:Website:  https://thefactoryhq.com/  Timestamps: 00:00 Welcome and Guest Intro 00:43 Travis Henry Origin Story 01:10 From Agency to Finance 03:56 Factory Thesis Explained 06:39 Culture Segments and Language 08:01 Five Pillars Overview 10:20 Factory Club Launch Story 12:40 NIL Client Fit Framework 14:44 Spotting Durable Influence 17:40 Brand Deals as Ad Network 18:54 Purpose Plus Profit Strategy 21:01 SPVs and Deal Examples 22:30 Purpose Profit Bridge 23:55 SPVs And Allocation 25:12 Three Bucket Portfolio 26:08 Sweat Equity Creativity 27:35 Protecting Young Athletes 28:56 Traditional Athlete Finance 33:11 Dream Leverage Cashflow 35:24 Tech Education Dashboards 37:30 Factory Team Breakdown 40:00 Liquidity Private Markets 41:22 Fund Manager Network 42:35 Factory Roadmap Vision 44:32 Community Club Wrapup 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.

    #160 Why Do the People With the Most Influence Have the Least Wealth? | Travis Henry, Factory

  4. Aug 28

    #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.

    #159 Give Away Your Company Before You Sell It | Phoenix Hafen, UI Charitable

  5. Aug 21

    #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.

    #158 Businesses Trade at 6x. Their Real Estate Trades at 20x. | The Sale-Leaseback Arbitrage Explained | Mark Sinnett, Avison Young

  6. Aug 14

    #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.

    #157 “Drugs, Thugs & Bugs” — She Made $2M From Ohio’s Worst Apartment Complex | Dani Lynn Robison

  7. Aug 7

    #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.

    #156 "It Looked Like a Ponzi Scheme" — Why This Hedge Fund CIO Changed His Mind on MSTR | Michael Treidl, Blue Coin Capital

  8. Jul 31

    #155 The Vault That Grew to $180M+ in a Year

    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.

    #155 The Vault That Grew to $180M+ in a Year
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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, Skyler Steinke
  • Years Active
    2022 - 2026
  • Episodes
    166
  • Rating
    Explicit
  • Copyright
    © 2022, Alt Funds Investment Podcast
  • Show Website
    Alt Funds Network