Alt Funds Network

Background: Tad Fallows is the Managing Director at Long Angle, a private community of hundreds of high-net-worth investors sharing insights, due diligence, and access to the best opportunities in private markets. Matt Shechtman is the CEO and Co-Founder of Long Angle, a members-only community helping high-net-worth investors make smarter investment decisions through collective intelligence and access to curated private opportunities. Description:In this episode, hosts Mike Schroeder and Skyler Steinke from Alt Funds Network are joined by Tad Fallows and Matt Shechtman from Long Angle, a members-only community for high net worth individuals. They discuss the unique structure and benefits of Long Angle, including access to private market investments, due diligence processes, and the importance of community for wealthy individuals. The conversation also touches on trends among their members, such as the lack of wealth advisors, investment preferences, and the significance of quality of life improvements. Tune in to learn more about how Long Angle helps its members navigate complex financial and personal challenges.

Background: Oktay Kavrak is the Head of Communications & Strategy at Leverage Shares and IncomeShares, where he’s helped bring some of Europe’s most innovative ETFs to market. He’s passionate about bridging the gap between innovative products and the investors who use them. Description: Join hosts Mike Schroer and Skyler Steinke as they dive into an engaging conversation with Octay, the head of communications strategy at Leverage Shares. Discover how the company has innovated the ETF market with leveraged and income-based products, including single stock ETFs and the latest in options income ETFs. Learn about the complexities and strategies behind these financial instruments, the challenges faced in the European market, and how Leverage Shares addresses investor education. If you’re curious about leveraged investing, this episode is a must-watch!

Background: Patrick Wood is the CEO of DelphX Capital Markets, pioneering regulated structures that bring Wall Street-grade risk management to digital assets and fixed income. A 25-year markets veteran, he’s focused on bridging traditional finance with the future of institutional crypto. Patrick is a seasoned financial markets expert and visionary, with over 25 years of experience transforming the capital markets landscape across North America. As CEO of DCM Inc., Patrick is leading the charge in financial innovation with the world’s first Credit Rating Security (QCS), launched in March 2023—a breakthrough designed to bring institutional-grade governance, risk transfer, and return potential to fixed income portfolios. Description: In this episode of the All Funds Network podcast, hosts Mike Schroeder and Skyler Steinke engage in a deep dive with Patrick Wood, CEO of Delphx Capital Markets. They explore Delphx's innovative hedging products, which are particularly aimed at institutional investors and family offices. The conversation covers everything from protecting against downgrades in the debt market to applying these principles to the burgeoning field of crypto treasuries. Patrick shares insights on the history and future of Delphx, the necessity of risk management in modern financial treasuries, and the potential for tokenizing private placements using NFTs. Tune in to understand how Delphx aims to revolutionize Wall Street's approach to innovation and risk.

Background: Yvonne is Co-Founder and Managing Partner at Trekka, where she guides asset managers and fund services providers through AI transformation. With 15+ years of Big 4 consulting and hands-on AI implementation, she helps asset management organizations unlock both efficiency and growth. Description:In this episode of the Alt Funds Podcast, hosts Skyler Steinke and Mike Schroeder sit down with Yvonne Newlands, co-founder and managing partner at Trekka.ai, to discuss the transformative power of AI in the asset management industry. They delve into Yvonne's extensive background in consulting and AI implementation, the unique challenges the industry faces with AI adoption, and specific use cases such as DDQs, personalized investor outreach, and position reconciliation. Yvonne also shares insights on building AI-first organizations, the importance of executive buy-in, and examples from her hands-on experience with AI workflows. Tune in to discover how AI can significantly enhance both efficiency and growth in asset management.

Background: Kim Daly built the largest franchise consulting business in history—powered by a millionaire mindset and a mission to help others create the life they’ve always dreamed of. For over 20 years, Kim Daly has inspired thousands to achieve financial freedom through franchising. As a top franchise consultant, host of KimDaly.tv, host of the Create Wealth Through Franchising Podcast, and founder of The Zee Suite™, Kim is here to debunk the myths of franchising—it’s not just fast food and storefronts—and show how anyone can become a wildly successful Franchisepreneur without prior business experience. Description: In this episode, we sit down with Kim Daly, one of America's top franchise consultants, to discuss the ins and outs of franchising and the mindset required to succeed in business. Kim shares her journey from a nutritional biochemist to a motivational speaker and successful franchise consultant. She provides expert insights on choosing the right franchise, funding options, and how to avoid common pitfalls. Additionally, Kim delves into the importance of mindset in achieving financial freedom and personal growth. Tune in to learn how you can become unemployable and financially free by leveraging the power of franchising and a positive mindset.