ATLalts

Launched in 2019, Coromandel Capital offers flexible, non-dilutive, growth-oriented asset-based lending solutions to businesses in specialty finance, fintech, and technology-enabled sectors that generate predictable, recurring revenue. As one of the few non-bank lenders specializing in small-ticket debt capital solutions, Coromandel Capital and similar entities—willing to provide financings below $20 million—are vital players for capital-intensive specialty lenders. The firm's financings typically range from $5 million to $50 million and have a three-year term.Co-Founder and Managing Partner Rob McGregor and I engaged in discussions on a variety of topics, including:- The role of debt financing in empowering startups and other early-stage and growing companies, particularly in relation to venture capital funding.- The risks associated with double pledging assets, including explanations thereof, especially in light of the recent collapse of First Brands.- The utilization of debt as a strategic tool for business growth.- The hidden costs related to venture debt.- The untapped potential inherent in the specialty finance sector.- The significance of diligent monitoring within lending relationships.- Strategies for growing as a private lender while safeguarding and maintaining capital.- Navigating the crowded and competitive private, non-bank lending industry to establish enduring relationships with borrowers and investors.Among the characteristics Coromandel seeks in ideal borrower partners are:- Balance-sheet intensive businesses (those originating or acquiring assets, tangible or intangible) that would otherwise finance these assets through equity.- Companies that have raised equity from Seed to Series B (or similar stages within their lifecycle), possess adequate capitalization to support operational expenses and maintain sufficient 'runway,' with a portion of this equity potentially serving as a contribution (also known as "haircut capital," "first loss capital," or "overcollateralization") for Coromandel's credit facility.- Subject matter experts and/or executives who are trailblazers with deep industry roots, a robust track record, and a validated business model.- Companies operating within sizable markets and differentiating themselves through cost-effective customer acquisition strategies, as well as firms that have identified an untapped or "greenfield" opportunity to address underserved or unserved markets.Key Takeaways for RIAs:RIAs have primarily used direct lending to gain private credit exposure, and this conversation delves into the opportunity offered by asset-based lending as a diversifying and complementary strategy for client portfolios.RIAs seeking to diversify in growing areas of private credit, such as asset-backed and asset-based strategies, can benefit from understanding how the fund manager underwrites, structures, and monitors their underlying credit exposures.Asset-based lending as a non-dilutive financing solution for growing specialty finance, tech-enabled lending businesses, and other growing firms in sectors generating predictable, recurring revenues, is an essential tool for strategic growth.Diligent monitoring and assessment of asset-backed loans are crucial in mitigating risks associated with double pledging, as evidenced by the recent First Brands collapse. The specialty finance sector harbors untapped potential that will only grow as more lending migrates away from banks, requiring RIAs to develop an in-depth understanding of risk management and strategic growth methodologies being employed by these alternative fund managers providing debt financing.Maintaining a competitive edge in the private lending landscape, even in emerging and exciting areas such as asset-based lending and asset-backed finance, requires building...

Brian Seidensticker and Kiah Hochstetler discuss how they built Mount North Capital, a Last Best Partners portfolio company, into a data-driven, technology-enabled real estate investing platform that enables passive real estate investors to access the tax sale investment marketplace. The firm has strategically positioned itself to capture opportunities during economic slowdowns or downturns, as the tax sale investment market often presents increased opportunities during such periods.• Mount North Capital aims to offer asset-backed investment opportunities in the distressed property space to passive investors, all supported by data, technology, and a team of experienced real estate professionals. • Sister company Tax Sale Resources provides users with centralized access to tax sale data, designed to help these real estate investors save time and money while navigating this complex landscape. • Many of these users are real estate investors, and one of their most significant challenges in pursuing more deals is access to capital. • Seidensticker and Hochstetler explain Mount North Capital's capital partnership program and how their two-sided solution, which aids both real estate operators and passive real estate investors seeking asset-backed investment opportunities, came together in forming Mount North Capital.

The podcast episode serves as an in-depth exploration of the multifamily investment landscape in Phoenix, featuring insights from Ben Leybovich, co-founder of WhiteHaven. The discussion commences with a contextual overview of Phoenix as a compelling MSA for multifamily investments, emphasizing the city's exponential population growth and the resultant demand for housing. Leybovich details how demographic trends and economic policies converge to create a fertile ground for multifamily real estate investment. He emphasizes the importance of understanding the macroeconomic backdrop that influences real estate dynamics, elucidating factors such as job growth, migration patterns, and construction costs that collectively shape investment opportunities.As the conversation progresses, the episode delves into WhiteHaven's strategic positioning within this vibrant market. Leybovich shares the firm's approach to identifying undervalued assets and leveraging construction expertise to enhance property value through strategic renovations. He highlights the critical role of thorough due diligence in navigating the complexities of the multifamily sector, especially in a market where competition for quality assets is intensifying. By showcasing real-time examples of WhiteHaven’s investment strategies, Leybovich provides listeners with practical insights into the operational challenges and triumphs inherent in multifamily investments. The episode culminates in a forward-looking perspective, encouraging listeners to consider the long-term potential of investing in Phoenix's multifamily market, backed by WhiteHaven's expertise and local market knowledge.Takeaways:The multifamily investment landscape in Phoenix is particularly appealing due to the confluence of robust population growth and insufficient housing supply, creating a favorable environment for rental price appreciation. Ben Leybovich emphasizes that the unique macroeconomic factors in Phoenix, including a stable regulatory framework, contribute significantly to its attractiveness as a multifamily investment destination. Whitehaven's investment strategy involves identifying opportunities in both new construction and value-add multifamily properties, particularly focusing on acquiring assets below replacement cost. The current economic climate presents a strategic opportunity for savvy investors, as institutional capital remains on the sidelines, allowing smaller firms like Whitehaven to capitalize on discounted properties. With the anticipated population growth in Phoenix, projected to rise by approximately 1.2 million by 2030, demand for multifamily housing is expected to surge, emphasizing the necessity for new developments. Ben's insights reveal that the construction industry is currently experiencing significant challenges, including escalating costs and labor shortages, which may limit future supply and further enhance rental growth potential. Links referenced in this episode:www.atlalts.comwww.Whitehaven.comwww.gpwealthadvisors.comCompanies mentioned in this episode: Whitehaven ATLalts Gramercy Park Wealth Advisors, LLC

This timely ATLalts podcast episode highlights the multifaceted landscape of private credit and alternative investment solutions, with a particular emphasis on the strategic considerations necessary for optimizing portfolio allocations in an increasingly volatile market environment. Our guest, Brook Scardina, Managing Partner - Capital Markets & Investments at Oak Real Estate Partners, brings a wealth of experience from his extensive tenure in institutional investing, where he adeptly navigated the complexities of asset management for noteable foundations and endowments such as UNC Management Company, UPS Pension Plan, and Georgia Tech Foundation. In a market characterized by recent stock market volatility, daily headlines of tariffs, uncertain fed policy, and fluctuating economic indicators, Scardina argues for the critical importance of incorporating alternative investments and private credit into investment portfolios as a means of enhancing diversification, mitigating risk, and earning attractive risk-adjusted yields, particularly in light of the diminishing returns expected from traditional equity markets. Furthermore, he articulates the structural advantages inherent in certain areas of the private credit space, such as reduced competition and the ability to capitalize on niche lending opportunities in short-duration real estate bridge lending, that larger institutions and banks overlook or can't pursue, thus providing a compelling rationale for investors to re-evaluate their asset allocation strategies. This discussion not only seeks to educate and inform but also to engage listeners in a deeper understanding of how nuanced approaches to private credit can serve as a cornerstone for achieving robust financial outcomes in a fluctuating and rapidly evolving economic landscape.The conversation delves into the intricate dynamics of private credit as a pivotal component of alternative investment strategies, and how investors can benefit from the different areas of this rapidly growing market. He emphasizes the necessity for investors to reassess their portfolios, particularly in light of the potential for a more protracted low expected return environment from equities and fixed income, advocating for an incremental allocation to private credit as a means of enhancing risk-adjusted returns. Scardina’s extensive background in managing large-scale investment portfolios for prestigious institutions at endowments, foundations, and corporate pension plans, equips him with the insights necessary to help educate listeners on the growing field and inherent complexities of private credit. He explores the various iterations within the private credit sector, such as subordinated debt and mezzanine financing, highlighting their distinct risk-return profiles. The episode elaborates on OREP's strategic approach to risk mitigation, underscoring the importance of customized financing solutions that align with the specific objectives of institutional investors. Moreover, Scardina’s case studies during the episode serve as practical illustrations of how OREP effectively addresses the financing needs of borrowers within the real estate private credit space where OREP competes, particularly in sectors where traditional lenders are typically hesitant to engage. This comprehensive examination of the real estate private credit landscape not only highlights the unique opportunities available to smaller, specialized lenders with institutional investor-grade capabilities but also reinforces the critical role these solutions can play in pursuing overall portfolio efficiency.Takeaways:The fundamental role of private credit as an optimal alternative investment, particularly in mitigating portfolio risk and enhancing diversification amidst prevailing market volatility. The discussion highlighted Oak Real Estate Partners' strategic approach to structuring highly customized debt solutions in

This episode of ATLalts features an AI focused conversation with the founders of venture growth equity firm Quartus Capital Partners, co-led by Founder, Managing Partner, and CIO, Al Tarar and Partner, Rizwan Muhammad. Quartus invests in growth-stage AI and technology ventures and aims to transform them into market leaders by applying extensive growth and performance improvement expertise. A special thanks to Mark Dziuba, Managing Director—Distribution, Pinnacle Capital Group for introducing me to Quartus Capital Partners. The firm, which has garnered recognition as a Private Equity Wire US Emerging Manager Award Winner in 2024, demonstrates an unwavering commitment to harnessing AI-driven solutions aimed at addressing some of society's most pressing challenges across sectors such as healthcare, education, and cybersecurity. Our conversation delves into the intricacies of AI's evolution from rudimentary pattern recognition to the contemporary realm of generative AI and its multifaceted applications across diverse sectors such as finance, logistics, and supply chain. We examine how the firm's investment philosophy, rooted in over three decades of collective expertise, prioritizes growth equity strategies that are meticulously designed to yield attractive risk-adjusted returns, as substantiated by extensive research from Cambridge Associates. As we engage with the nuances of AI’s transformative potential, we underscore the imperative of not merely seeking out innovative technologies, but rather discerning viable business solutions that substantiate sustainable growth and profitability in an ever-evolving AI market landscape often dominated by hype, soaring private markets valuations, and buzzy media headlines. As we dissect the operational ethos of Quartus Capital Partners, it becomes clear that their investment framework is not merely about capital allocation and asset gathering, or B2C consumer AI bets, but is deeply rooted in a philosophy of fostering B2B innovation employing AI and AI-based software while ensuring sustainable growth in core sectors of the economy. The episode culminates in a forward-looking perspective on the future of investment in AI, as the founders articulate their vision for leveraging technology to catalyze significant societal advancements, thereby reinforcing the notion that the true value of investment lies in its potential to effectuate meaningful change.Takeaways:Quartus Capital Partners, under the leadership of Al Tarar and Rizwan Muhammad, a team of AI pioneers, technologists, and seasoned operators, explores venture growth equity investing in a rapidly evolving AI landscape often dominated by B2C and consumer AI-related stories and strategies.Vertical applications of AI across education, healthcare, finance, security, logistics, and supply chain are often overlooked yet could have a profound impact on these industries and offer unprecedented opportunities for growth equity investors. The firm's extensive experience, spanning over three decades, empowers them to navigate the complex landscape of venture growth equity where they are investing in Series B, C, and D stage companies who required additional capital to grow.The partners have extensive growth and performance improvement expertise gained from working with some of the world’s largest businesses and believe this is a distinguishing advantage of their platform.With a focus on mid-stage technology companies, Quartus Capital Partners seeks to invest in businesses that have established product-market fit and sustainable revenues.As the AI domain continues to evolve, Quartus Capital Partners aims to make a global impact by supporting AI and technology companies that address real-world challenges.Links referenced in this episode:<a href="https://quartuscap.com" rel="noopener noreferrer"...

On this episode of the ATLalts podcast we explore the burgeoning opportunities in middle market private equity, particularly within the manufacturing sector in the United States, as articulated by the founders of Del Cam Capital. Joining us on the episode are Richard Gibble, Managing Director and Partner, Stephen 'Steve' Trotta, Managing Partner, and Stuart Chanin, Managing Director and Partner. I was joined this episode by the CEO and Founding Advisor of Gramercy Park Wealth Advisors, LLC, Brian Cote. Gramercy Park Wealth Advisors is where I recently affiliated and am building the Atlanta, GA market as a Financial Advisor and Head of Alternative Investments. Not included in the episode but a member of the Del Cam Capital team is Zachari Triner, Partner.As Head of Alternative Investments at Gramercy Park Wealth Advisors, I meet with alternative investments managers throughout the course of my work to learn more about their strategies and approach to private markets. Brian Cote and I met the Del Cam team in 2024 and we continue to explore opportunities in middle market private equity. The middle market represented 60% of deal flow in 2024 and the U.S. middle market accounts for one-third of the nation's economic output. 99% of middle-market companies are privately held and much like our previous episode with Fruition Capital, bears understanding if you are an investor seeking alternative investment opportunities in equity and credit. It is our view at Gramercy Park Wealth Advisors that private equity focused in the middle market could be particularly well-positioned in a higher for longer interest rate environment and given the Trump administration's domestic policy and fiscal priorities. On the episode with Del Cam Capital we delve into the concept of a "golden era" for manufacturing, driven by multiple macroeconomic factors and the strategic insights of our guests, Steve, Rich, and Stu. Their collective expertise reveals a transformative approach to private equity investment, emphasizing the importance of operational efficiencies, technological advancements, and the nurturing of enduring relationships within niche markets. Moreover, we examine Del Cam's distinctive methodologies for generating value post-acquisition, leveraging frameworks such as the Entrepreneurial Operating System (EOS) to foster accountability and drive employee engagement. Join us as we unpack these compelling narratives and gain invaluable perspectives on the future landscape of middle market private equity and its role in revitalizing American manufacturing.The Discussion Covered the Following TopicsIntroduction of the Team and Building Del Cam as a new Private Equity Platform Focused on ManufacturingThe Case for U.S. Manufacturing: A Golden EraMacro Tailwinds for U.S. Manufacturing (particularly relevant with tariffs being enacted in February 2025 with Canada and Mexico)Del Cam's Investment Processes including deal sourcing, due diligence, and post-acquisition value creationPortfolio Highlights of The Shortening Shuttle and Space Age ElectronicsLinks referenced in this episode:delcamcapital.comgpwealthadvisors.comatlalts.comEOS WorldwideCompanies mentioned in this episode: Gramercy Park Wealth Advisors, LLC Del Cam Capital, LLC Fidelity Investments Space Age Electronics Shortening Shuttle EOS WorldwideLearn more about DelCam Capital, LLC by contacting them: Del Cam Capital, LLC101 Arch...

The podcast features a deep dive into the world of small business acquisitions, highlighting the significant opportunity presented by the ongoing transfer of ownership from retiring Baby Boomers. What is acquisition entrepreneurship? It is the practice of searching for and buying established, profitable small businesses - usually from a retiring owner. Fruition Capital invests in these businesses. I invited Jason Ehrlich, Managing Partner of Fruition Capital on ATLalts to discuss why he believes investing in the acquisition of small businesses can allow investors to take advantage of what he believes are four key factors: Generational transfer of US small businesses owned by Baby Boomers is underway. Greater then 3 million profitable businesses owned by 65+ year-old owners will change hands in the next 5-10 yearsAttractive acquisition prices of 3x-5x avg. acquisition multiples (of EBITDA) for target businesses.Probability of failure is low as only 2.1% of SBA 7a Business Acquisition Loans defaulted in 2023The Chance of attractive performance is high as 75% of sesarch entrepreneur investors achieved an IRR of 20% according to one study.Jason Ehrlich, Managing Partner of Fruition Capital, discusses how his firm focuses on investing in B2B companies with stable earnings and a repeat customer base, which he refers to as "enduring profitability." The conversation emphasizes the attractive valuations available in this space, often at 3x-5x multiples of EBITDA, and the low failure rates associated with these businesses, particularly in the context of SBA 7a loans. Ehrlich also elaborates on the unique structure of Fruition Capital, which differentiates itself by partnering closely with entrepreneurs while providing significant capital and operational support. As the episode unfolds, listeners gain insights into the strategies and criteria that make Fruition Capital a leader in this niche market, ultimately aiming to preserve and grow local businesses in communities across the U.S.The impending retirement of Baby Boomer small business owners creates a unique landscape for investment, one that Fruition Capital is keen to navigate. Jason Ehrlich, managing partner of Fruition Capital, discusses the firm’s distinctive approach to acquiring established B2B companies that showcase not only a history of profitability but also a strong customer base. The podcast sheds light on the economic opportunities that arise from the generational shift in business ownership, particularly in light of the favorable valuations available—typically three to five times EBITDA for these enterprises. With a low default rate of approximately 2.1% on SBA 7(a) loans, the primary financing method for such acquisitions, investors are presented with a compelling case for entering this market.Ehrlich elaborates on Fruition Capital's stringent investment criteria, underscoring the firm’s commitment to stability and enduring profitability. By intentionally avoiding tech-heavy or cyclically volatile industries, Fruition ensures that its investments are grounded in businesses that have demonstrated resilience over time. The conversation also touches on the structural elements of deals, such as seller notes and equity rollovers, which serve to align the interests of the sellers and the new owners, thus facilitating a seamless transition of leadership while preserving the legacy of these local businesses. This model not only safeguards the interests of investors but also places the entrepreneurs in a position to succeed as they take the reins of these established firms.Furthermore, the episode highlights the broader societal impact of Fruition Capital's investment strategy. By empowering a new generation of entrepreneurs to take over small businesses, Fruition aims to keep jobs within local communities and foster economic stability. This commitment to community revitalization...

Drew Holley, Managing Partner of BIS Benefits, emphasizes the critical importance of employee benefits and health insurance in today's competitive business landscape, where retaining top talent is paramount. With a focus on serving clients with excellence, BIS Benefits has evolved into a one-stop shop for group health and business insurance since its inception in 1997. Drew shared how investing in growing and developing people and the organizational focus on mission, vision, and core values at BIS has allowed the firm to grow significantly. Drew shares insights on the growing need for businesses to review and adapt their insurance strategies, start the renewal process early, especially in a time of rising costs and changing market dynamics, and work with a trusted advisor. He highlights the significance of fostering strong relationships between business owners and their insurance advisors, ensuring proactive communication and support during critical moments. Listeners will gain valuable advice on navigating the complexities of employee benefits and the impact of proper coverage on workforce satisfaction and retention.Takeaways:Understanding the true costs of health insurance is essential for business owners today. Drew explains that affordability of healthcare plans directly impacts employee satisfaction and retention. People are everything to a business and by far the most critical asset. One of the most important factors employers can easily overlook is the importance of employee benefits.The insurance industry is evolving, with technology playing a crucial role in operations. More private equity has entered the space than ever before on both the brokerage and client side.BIS Benefits focuses on building relationships and providing exceptional service to their clients. Becoming the trusted advisor transforming each organization's approach, design and implementation of healthcare is the vision of BISBIS seeks to be a place where growth on the professional and personal level can take place and puts a significant emphasis on community, giving back, family, and moreHiring for values and personality fit is more important than industry experience in the insurance field. Links referenced in this episode:bisbenefits.comCompanies mentioned in this episode: BIS Benefits State Farm Liberty Mutual Blue Cross Aetna United Travelers Hartford Innovative Outsourcing United Benefit Advisors

Unlocking financial value through alternative credit is a central theme in this engaging conversation with Sreeni Prabhu, co-founder, Managing Partner, Co-CEO, and Group Chief Investment Officer at Angel Oak Capital. With a keen focus on the structured credit space, Sreeni discusses how Angel Oak, one of the largest securitizers of non-qualified mortgages in the nation, skillfully navigates market dynamics to create strategic long-term value for investors. He highlights the current opportunity in mortgage-backed securities (MBS), as inflation stabilizes and interest rates are expected to decline, presenting a historic chance to enhance fixed-income allocations. Furthermore, Sreeni elaborates on the burgeoning second lien mortgage market, emphasizing the significant equity homeowners possess and the untapped potential for strategic financing solutions. Through this episode, listeners will gain insights into the evolving landscape of fixed income and the innovative approaches that Angel Oak employs to meet the needs of both institutional and individual investors.Sreeni Prabhu, co-founder, Managing Partner, Co-CEO and Group Chief Investment Officer of Angel Oak Capital, shares his insights on alternative credit and the unique opportunities within the non-qualified mortgage sector during his conversation with ATLalts host and creator Andres Sandate. Beginning with his personal journey, Srinivas recounts his transition from a tennis player in India to a prominent figure in finance, highlighting the importance of networking, resilience, and a willingness to pursue an unconventional path. He emphasizes Angel Oak's strategic positioning as a leader in the mortgage-backed securities market, particularly in non-QM loans, and how the firm's comprehensive investment platform creates long-term value for its clients.As the discussion progresses, Sreeni delves into the current economic landscape, noting the potential for fixed-income investments amid declining interest rates and controlled inflation. He points out that mortgage-backed securities are trading at historically attractive spreads, presenting a compelling case for investors. The conversation underscores the significance of education in the financial sector, with Sreeni advocating for transparency and trust-building between Angel Oak and its clients. This commitment to educating advisors and investors is a cornerstone of the firm's strategy.The episode also explores the emerging second lien mortgage market, where homeowners can leverage their home equity for various financial needs. Sreeni highlights the substantial addressable market, estimated at $1.6 trillion, and discusses how Angel Oak is prepared to meet this demand with innovative financial products. As the episode concludes, Sreeni shares his vision for the future of Angel Oak Capital, emphasizing the need for a patient, long-term approach to investing in the ever-evolving financial landscape.Takeaways: Sreeni Prabhu's journey from India to Milledgeville, GA to leading a $20 billion asset management firm is inspiring for anyone pursuing their professional and personal interests, regardless of industry or career. Angel Oak's unique position in the mortgage-backed securities market offers compelling investment opportunities. The firm emphasizes a long-term perspective, focusing on sustainable growth and risk management. Understanding the second lien mortgage market can provide valuable insights for financial advisors. Investing in non-qualified mortgages offers significant potential returns in the current economic climate. Angel Oak's commitment to education and transparency enhances relationships with investors and advisors. Links referenced in this episode:<a href="https://angeloakcapital.com" rel="noopener noreferrer"...

The primary focus of this discourse revolves around the intricate dynamics of life settlements as an alternative asset class with our guest Jay Jackson, the Chairman and CEO of Abacus Life. We embark upon a comprehensive exploration of the uncorrelated nature of life insurance products, which stand in stark contrast to traditional investment vehicles, thus presenting an opportunity for diversification within investors' portfolios. Jackson expounds upon the significant misconception that life insurance is merely a debt obligation rather than a tangible asset with a calculable net present value, a perspective that could fundamentally reshape financial planning practices. We delve into the regulatory advancements that have fortified the life settlement market, thereby enhancing consumer protections and enabling greater access for institutional investors. Ultimately, this episode serves as a clarion call for financial advisors and individual policyholders alike to recognize the latent value within life insurance policies, advocating for a paradigm shift in how these instruments are perceived and utilized in the broader landscape of wealth management.Jay Jackson, Chairman &amp; CEO of Abacus Life (NASDAQ: ABL) joined ATLalts today to discuss life settlements. Jay has deep expertise in alternative assets and leads a company that has purchased over $4.6 billion in life insurance policies and helped thousands of policy holders maximize their value. Jay is a life settlements industry trailblazer as Abacus Life is the ONLY pure play, publicly traded life settlement company. Abacus recently acquired Carlisle Management Company for $200 million, making ABL the largest life settlement company in the world. On August 7, 2024 Abacus announced the acquisition of FCF Advisors. Press release below:https://www.globenewswire.com/news-release/2024/08/07/2926361/0/en/Abacus-Life-Announces-Agreement-to-Acquire-FCF-Advisors.htmlFinally, Jay is an innovative thought leader and a contributing author of ‘Pursuing Wealthspan,’ a book that discusses how individual lifespan affects wealth, and recently hosted a longevity summit that brought together some of the top minds in the industry. To learn more about Abacus Life you can visit the company's website at: https://abacuslifesettlements.com/The dialogue presented within the ATL Alts podcast encapsulates an exploration of the alternative asset landscape, specifically emphasizing the intricacies and strategic advantages of life settlements as a compelling investment avenue. With the distinguished Jay Jackson, Chairman and CEO of Abacus Life, as a guest, the conversation delves into the multifaceted aspects of life insurance as an asset class. Jackson articulates the concept of life settlements being inherently uncorrelated to traditional financial markets, thereby offering a unique risk-reward profile that can significantly enhance portfolio diversification. He elucidates the fundamental issues surrounding accessibility to these assets, highlighting the barriers that both investors and policyholders face. By employing sophisticated actuarial data and mortality projections, Jackson underscores the necessity for financial advisors to educate their clients on the value inherent within life insurance policies, which are often misperceived as mere liabilities rather than valuable assets.Takeaways: The discussion emphasizes the significance of comprehending the true market value of life insurance policies, as most individuals perceive them erroneously as mere debts rather than legitimate assets. Jay Jackson elucidates on the critical nature of lifespan data in financial planning, asserting that it fundamentally alters how advisors should approach their clients' future needs and investments. Listeners are informed that a staggering $13 trillion is currently in force within the life insurance market, yet only a mere 10% of policies are...

Marissa Kim is Head of Asset Management at Abra Capital Management (ACM), a SEC-registered investment advisor and subsidiary of Abra, a global platform for digital asset prime services and wealth management. In April 2024, Abra announced the launch of Abra Private (led by Marissa), which provides HNWIs, financial advisors, trusts, and family offices with a comprehensive suite of digital asset &amp; wealth management solutions (all of which are powered by their expertise in DeFi – a key differentiator of the firm:Trade &amp; InvestClients can buy and sell 100+ digital assets with deep liquidity and low slippage through Abra including both crypto/fiat and crypto/crypto pairsEarn YieldAbra offers a variable yield on BTC, ETH, SOL and stablecoins through separately managed accounts (SMAs).BorrowClients can borrow against their digital asset collateral to unlock liquidity.Customized Investment StrategiesFor more sophisticated clients, Abra can create customized delta-neutral portfolio strategies combining DeFi trading, lending and market-making.Abra’s RIA operates a separately managed account model, this is crucial for transparency and security, as clients are not liabilities on Abra’s balance sheet, and they retain title to their assets (i.e. they are never commingled – which has been a historic issue in crypto).Before Abra, Marissa founded Quantum Global Management, an investment firm focused on thematic investment in the building blocks of Web 3 and lending and DeFi strategies in digital assets and cofounded Ark Advisors, an advisory and investment firm focused on the digital asset space.Many HNWIs and accredited investors investing in crypto either hold bitcoin/ether or the spot ETFs, however, Abra Private is trying to educate sophisticated investors on how DeFi is powering a holistic set of asset and wealth management solutions that are better suited to the needs of sophisticated investors.Firm SummaryAbra is a global platform for digital asset prime services and wealth management, leveraging trusted DeFi expertise to connect the on-chain and off-chain ecosystems for private clients and institutions. By integrating trading, borrowing, lending, yield services, and asset management into one offering, all underpinned by institutional risk management, Abra provides clients with actionable insights and a competitive edge. Abra’s client base includes a diverse range of private clients, family offices, hedge funds, venture capital, and crypto infrastructure firms.

The salient point of this discourse revolves around the critical role that alternative investments, particularly through the lens of Crystal Capital Partners, play in diversifying portfolios and enhancing risk-adjusted returns for financial advisors and their clients. We engage with Alan Strauss, a senior partner and head of investor relations, who elucidates the evolution of his firm from a hedge fund-centric model to a comprehensive alternative investment platform that prioritizes due diligence and alignment of interests. Our conversation delves into the intricate dynamics of the alternative investment landscape, emphasizing the necessity for advisors to not merely seek access to premier managers, but to cultivate a nuanced understanding of the products and strategies that best serve their clients' needs. Furthermore, Strauss articulates the significance of technological advancements in facilitating transparency and operational efficiency, thereby empowering advisors to navigate the complexities of alternative assets with greater efficacy. As we explore various investment themes, including private credit and venture capital, we underscore the imperative for advisors to build diversified portfolios that mitigate risk while seizing opportunities inherent in this multifaceted asset class. Through this dialogue, we aim to equip financial professionals with the insights necessary to thrive in a rapidly evolving investment environment.Crystal Capital Partners is a portfolio-centric alternative investment platform allowing financial advisors to seamlessly customize portfolios of industry-leading alternative investment funds with low minimums and operational simplicity.Alan Strauss joined me to discuss the evolution of Crystal Capital Partners, how the firm partners with financial advisors and wealth management professionals to construct portfolios for discerning accredited investors and qualified purchasers, and where advisors are currently looking for exposures.Crystal Capital Partners has more than 30 years of alternative investment experience, works with 200+ financial advisory firms, has created 500+ bespoke portfolios through their platform and has a curated roster of 50 private equity, private credit, venture capital, and hedge fund offerings available to clients.Takeaways: In the ever-evolving landscape of alternative investments, the significance of robust due diligence cannot be overstated, as it is pivotal for maintaining fiduciary responsibility and ensuring optimal client outcomes. The dialogue surrounding the allocation towards private credit has intensified, particularly in a rising interest rate environment, which necessitates a nuanced understanding of yield generation in relation to traditional fixed income alternatives. As the independent advisory space grows, the importance of aligning with a partner that provides comprehensive educational resources and technology-driven solutions becomes paramount for advisors aiming to enhance their service offerings. The discussion about the burgeoning field of venture capital highlights the critical need for advisors to identify established fund managers capable of navigating market cycles, thereby ensuring sustained access to innovative investment opportunities.

Howard Abrahams is an entrepreneur and founder of Morewood Funding, which handles complex situations for companies looking for debt financing and loans. After earning his BA from Binghamton University and Juris Doctorate from the Benjamin Cardozo School of Law, he spent 25 years on Wall Street at major investment firms like MAN Group working with complex investment strategies.Morewood Funding helps businesses access capital when conventional lenders can't or won't lend. Howard helps companies secure loans ranging in size from $100,000 to $10,000,000. Companies seeking one or more of the following are typical clients of Morewood: purchase order financing, inventory financing, direct-to-consumer inventory financing, accounts receivable financing, lines of credit, term loans, SBA loans, startup loans, CRE loans, equipment financing, RIA loans for acquisitions and working capital, and acquisition financing.

Ron Geffner, Partner, SadisRon is a founding member of the firm’s Executive Committee and also oversees the Financial Services group. He regularly structures, organizes and counsels private investment vehicles, investment advisory organizations, broker-dealers, commodity pool operators and other investment fiduciaries. Ron also routinely counsels clients in connection with regulatory investigations and actions. His broad background with federal and state securities laws, and the rules, regulations and customary practices of the SEC, Financial Industry Regulatory Authority, Commodities Futures Trading Commission and various other regulatory bodies, enables him to provide strategic guidance to a diverse clientele. He provides legal services to hundreds of hedge funds, private equity funds and venture capital funds organized in the United States and offshore.Ron began his legal career with the SEC, where he investigated and prosecuted violations of the federal securities laws with an emphasis on enforcement in connection with violations of the Investment Advisers Act of 1940 and the Investment Company Act of 1940. He also assisted federal and state criminal agencies, such as the Federal Bureau of Investigation, the U.S. Attorney’s Office and the Attorney General’s Office, in their investigations of possible criminal violations of federal and state securities laws.Prior to starting Sadis &amp; Goldberg, Ron was associated with two other New York City-based law firms, where he represented domestic and offshore private investment vehicles, as well as broker-dealers, registered investment advisers and registered investment companies.He began his corporate legal career as in-house counsel in the Investment Management Industry Services group of PricewaterhouseCoopers LLP, where he provided legal advice regarding investment advisers, registered investment companies and broker-dealers.Ron is often interviewed as a legal expert in the securities industry. He has appeared on Fox News, CBS Morning Show, CBS Evening News with Dan Rather, Squawk Box, Power Lunch and Closing Bell on CNBC, British Broadcasting Channel and Bloomberg Radio. He is regularly quoted in The New York Times, The Wall Street Journal, Bloomberg News, Barron’s, Barron’s Online, Reuters, Dow Jones, Financial Times, New York Newsday, London Daily News, TheStreet.com, Private Equity Week and other national and international publications.https://www.sadis.com/professionals/ron-s-geffnerhttps://www.linkedin.com/in/rgeffner/Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto CapitalRobert, the Founder, CEO &amp; Portfolio Manager of TCC, is a cryptocurrency veteran. He has been investing in the cryptocurrency space for over five years with a full-time focus for over three years. He is a calculated investor that understands that this new emerging market is a marathon rather than a sprint. By taking the long view he focuses on the tokens that will solve large problems over the long term rather than the flavor of the current news cycle.In the first chapter of Robert’s career, he founded and sold two software businesses. The most recent venture (ShootProof.com) is a SaaS business that enables professional wedding and portrait photographers to serve their clients better. He co-founded ShootProof in 2009 and grew it to 43 employees, 43,000+ paying customers and $10M+ in annual recurring revenue, all with no outside funding. Being a multi-time founder, he is experienced in starting and scaling businesses and teams. He prides himself on building teams that thrive on adjusting to challenges in front of them. As of late 2018, a private equity group took a controlling interest in ShootProof.https://www.linkedin.com/in/robertswarthout/

XAI is focused on closed-end funds and helps clients build permanent capital vehicles including U.S. Listed CEFs, Interval Funds, CEF/REITs, London Listed Investment Companies, Tender Offer Funds and Auction Funds. XAI Consulting clients leverage XA's experienced team to launch innovative closed-end funds (CEFs) in traditional and alternative asset classes. In this interview, Kimberly and I walk through a typical client's feasibility assessment step-by-step before launching a CEF.Kimberly Ann Flynn&nbsp;is a Managing Director at XA Investments. She is a partner in the firm and is responsible for all product and business development activities. Kim is responsible for the firm's proprietary fund platform and consulting practice. Kim has developed an expertise in closed-end fund product development and is a frequent contributor to media and industry events on topics including interval funds, alternative investments and London-listed investment companies. Kim has earned the CFA designation and is a member of the CFA Institute and CFA Society Chicago. She is also Series 7, 63 and 24 licensed.Previously, Kim was Senior Vice President and Head of Product Development for Nuveen Investments' Global Structured Products Group. In her 11 years at Nuveen, she helped develop over 40 closed-end funds, raising approximately $13 billion in capital. In her leadership role at Nuveen, Kim was responsible for asset-raising activities through the development of new, traditional, and alternative investment funds, including CEFs, ETFs, UITs, and commodity pools.Kim received her MBA degree from Harvard University, where she was a William J. Carey scholar and President of the HBS Volunteers. Before attending Harvard Business School, Kim spent three years working in Morgan Stanley's Investment Banking Division (1999-2002) in their Chicago office. She earned her BBA in Finance and Business Economics, summa cum laude, from the University of Notre Dame in 1999 where she was a valedictorian candidate, Rhodes Scholar finalist and the first recipient of the Paul F. Conway Award, given to a senior in the Department of Finance who embodies Notre Dame's tradition of excellence and who enriches the ideals of the university.Kim was recently selected to serve on the Notre Dame Wall Street leadership committee. She also serves on the board of the Women in ETFs Chicago chapter as Head of the Mentorship Committee and on the advisory board of Youth Guidance's Becoming A Man program. She is an active member of the University Club of Chicago and the Harvard Club of New York City, where she conducts regular business. Kim and her family - husband, Leo; son, Teddy; and daughter, Rose - live in Lincoln Park.

My guest on ATLalts was Chief Investment Officer and Co-founder of Three Bulls Capital LLC Michael Liss.Three Bulls Capital is a real estate investment company focused on a community-driven investing approach to single family housing in former textile milling towns in Georgia.Three Bulls Capital focuses specifically on Middle Georgia communities where it can revitalize workforce housing neighborhoods through a sustainable model of secondary/tertiary market investments, self-management and a focused ESG component.Eventually the team plans to extend their platform to additional former textile milling towns throughout the Southeastern U.S.Middle Georgia has benefited from statewide efforts to develop new industry and Foreign Direct Investment (FDI) in these communities that have sticky populations but also are attracting newcomers seeking quality jobsMiddle Georgia markets where Three Bulls Capital is most active sit along Interstate 75 and among major transportation arteries including the Atlanta Airport and the Port of Savannah Three Bulls Capital collaborates with city officials, employers, and other key stakeholders seeking to uplift neighborhoods and renovate historic SFR housingThree Bulls Capital differentiates itself by creating clusters of renovated properties, driving positive change in neighborhoods. SFR investing has evolved from buying cheap assets to generating cash and achieving efficiencies through scale.Three Bulls Capital operates in SFR 4.0, focusing on community-driven investing and revitalizing former mill towns to create communities that can thrive again.Their investment model aims to provide quality workforce housing, drive value at a community level, and promote home ownership.Buying right, managing costs, and maintaining high standards are crucial for uplifting neighborhoods and creating positive social impact.

Robert Swarthout's LinkedIn BioRobert Swarthout has founded multiple technology companies during his career and his latest venture is running an investment firm called Teton Crypto Capital. Teton is focused on commercial utility in the alternative token marketplace. As one of the few managers running a digital assets firm who probably doesn't own Bitcoin or Ethereum, to call Robert a contrarian is perhaps an understatement.

Cascade is a fintech platform democratizing access to institutional debt. Co-Founder &amp; CEO Mike Shum and Co-Founder and COO Kyle Meade built a platform to help companies streamline complicated and time-consuming debt processes. Whether raising debt for the first time, or already using multiple debt facilities, Cascade can help.Cascade websiteMike Shum's LinkedInOn this episode of ATLalts, Mike Shum, the Co-Founder and CEO of Cascade, shares his journey and the mission of the company. Mike discusses the challenges in the private debt market and how Cascade is building solutions to simplify and streamline the process. Mike also provides insights on preparing for accessing institutional debt and the importance of the structuring phase in the debt raise process. In this conversation with ATLalts host Andres Sandate Mike discusses the importance of valuation and terms in debt financing. Mike emphasizes that price and size are not the primary concerns for early-stage founders, but rather factors such as leverage and flexibility should get more attention. Mike explains that interest rate is just one component of a term sheet and that founders should consider other factors like upfront fees and unused capital fees. Mike highlights the significance of eligibility criteria and concentration limits. Mike discusses the monitoring and compliance aspect of debt deals, emphasizing the need for accurate and real-time reporting. Mike concludes by explaining how Cascade provides solutions for asset managers in the private credit space and shares the company's vision for the future.TakeawaysPrice and size are not the primary concerns in debt financing; factors like leverage and flexibility are important considerations as well, particularly for early-stage companies.Interest rate is just one component of a term sheet; founders should consider other factors like upfront fees and unused capital fees.Eligibility criteria and concentration limits are crucial aspects of debt deals that often get overlooked by founders who prioritize price and size.Accurate data and real-time monitoring and compliance are essential for successful debt deals.Cascade provides solutions for asset managers in the private credit space and aims to streamline the debt management process.The private credit market is growing rapidly, and Cascade envisions becoming a one-stop shop for managing all aspects of the debt stack.

Trilogy Investment Co websiteJason Joseph BioJason Joseph LinkedInLink to First Interview with Jason Joseph on ATLalts in 2021

Michael Maroon's LinkedIn pageGlasfunds websiteGLASfunds offers a digital and operational access point, bringing research, sourcing and reporting under one roof, driven by the idea that alternative investing should be streamlined yet customizable.From finding the ideal investment manager to receiving consolidated reporting through its best-in-class organizational framework, the GLASfunds platform offers a comprehensive playing field for the active advisor or institutional investor all for a single management fee.

17 Things to consider as you originate your first loans and begin building a tapeCheck out the Specialty Finance Blog at Sandate.Substack.comHost Andres Sandate email [email protected] - @aesandateLinkedIn - https://www.linkedin.com/in/sandate/www.endurancestrategies.com

Subscribe to the Specialty Finance and Fintech Lending blog at sandate.substack.comThe Blog contains all links referenced in the episodeE-mail me at [email protected] me on X at @aesandateFollow me on LinkedIn at https://www.linkedin.com/in/sandate/

Check out my new blog on Specialty Finance and Fintech Lendingsandate.substack.comEmail me at [email protected] me on X at @aesandateFollow me on LinkedIn at https://www.linkedin.com/in/sandate/

MrPink is a seed stage VC Fund focused exclusively on making investments in CAPUC (Chile, Argentina, Peru, Uruguay and Colombia). Hernan Haro LinkedIn Page Hernan can be contacted at [email protected] Website EnglishMrPink Website SpanishMrPink LinkedIn Company PageHernan Haro TwitterTalks about #capuc #latam #seedstage #vcfunding #entrepreneurshipHernan is a tech entrepreneur and Founding Partner of MrPink. As an entrepreneur, he ran operations for Pulpo Media, a California-based startup until its successful exit to Entravision. At ConsumerAffairs, he built the Data and Analytics team from scratch before running Finance and Growth. Over the past decade, Hernan has advised founders and been making angel investments in the region. Hernan earned his MBA from UC Berkeley (2010) as well as his MSc in Industrial Engineering from ITBA (2001) and BS in Computer Science (1997) from ORT.

Robert Swarthout LinkedInRobert Swarthout's Podcast on CryptoMentioned in the podcast:RippleQuantWSJ Crypto NewsletterCoinDesk

Soteria Capital websiteSoteria Capital blogDifference between fund structures in life settlementsMichael J. Bradburn LinkedIn ProfileJason Bokina LinkedIn ProfileE-mail [email protected] A. Bokina, Chief Operating Officer, Soteria Capital, Telephone 404-502-5525

1776ing WebsiteSean's LinkedIn ProfileSean's E-mail The 1776ing platform enables accredited investors and institutions, in collaboration with their trusted advisors, to seek out, evaluate, diligence and then invest in opportunities to grow their wealth.1776ing: (verb) - Taking action to create one's one wealth and prosperity1776ing Sponsors are empowered through our tools to present their offerings to more investors and their advisors. We’ve created a compliant, frictionless and robust offering process while ensuring that investors and their advisors can evaluate, perform due diligence and invest.1776ing is an online platform business designed to become integral and invaluable to the capital raising community as well as to investment advisors and accredited investors who seek alternative investments.1776ing built this tool, not as a competitor for each side of an investment offering, but to address the private equity and debt needs of existing businesses that seek capital for:Growth.Partner transitions.Financing needs.Liquidity.Recapitalizations and more.1776ing enables accredited investors, their advisors, other institutional investors to seek out, evaluate, research and then invest in:Offerings across the capital stack.Funds and Direct Listings from Sponsors and Issuers.

Jason Joseph, Managing Partner, Chief Investment Officer of Trilogy Investment CompanyTrilogy Investment Company, headquartered in Alpharetta, GA, is focused on developing market-rate, Build-for-Rent ("BFR") housing communities, including both attached townhomes and detached single-family homes. • 22+ years of entrepreneurial real estate investing experience spanning urban mixed used development and value-add repositioning.• Development and Investment Banking experience across both residential and commercial mixed use, including asset types such as Hotel/Mixed Use, Medical Office Buildings, Retail, Office, Land Entitlements &amp; Development, and Multi-family.• Extensive experience in Capital Markets, development, acquisition and financial structuring capabilities and is charged with spearheading the debt and equity procurement for the strategy.• Co-Founder at Mayfair Street Partners, with experience developing Urban Hotel/Hospitality, Retail/Mixed use, Medical Office, and Land Development

Overline WebsiteOverline VC LinkedIn Company PageOverline TwitterSean O'Brien LinkedInSean O'Brien TwitterMichael Cohn LinkedInMichael Cohn Twitter

https://www.circadian.vc/https://www.linkedin.com/company/circadianvchttps://www.linkedin.com/in/dowdle/Venture Capital Data from Pitchbook (must complete a form) https://pitchbook.com/news/reports/q4-2021-pitchbook-nvca-venture-monitorCompanies mentioned in the podcasthttps://iralogix.com/News on the Atlanta, GA Venture Capital Industryhttps://www.bizjournals.com/atlanta/inno/stories/inno-insights/2021/07/29/atlanta-investment-firms-raised-2021.html

H2crypt0 website George Kushner LinkedIn ProfileH2crypt0 LinkedIn Company PageH2cryptO TwitterResources mentioned in the episode:LA Blockchain Summit - Youtube VideosMichael Saylor CoinDeskCointelegraphCoinMarketCapCoingGecko

Climate Core Capital website Rajeev Ranade LinkedIn Profile Owen Woolcock LinkedIn ProfileDocuments and Research - Papers and Infographics mentioned in podcastJohn Holdren - Academic and Researcher Owen mentioned in podcastJesse Keenan - Academic and Researcher Owen mentioned in podcastJacob Bradt - Academic and Researcher Owen mentioned in podcastNicholas Stern - Academic and Researcher Owen mentioned in podcastRisQ - Climate modeling firm Owen mentioned in podcastIf you are interested in additional materials on Climate Core Capital please contact [email protected]

Part II&nbsp;of a two-part interview with the Co-Founders of&nbsp;Stack Capital&nbsp;(TSX: STCK and STCK.WT)Part II of our interview with the Stack Capital Group team Jeff Parks and Jimmy Vaiopoulos discusses building a public company board of directors and advisory board, getting pension funds involved in the IPO, why companies are staying private longer, sourcing and underwriting private investment opportunities, due diligence on growth stage and pre-IPO companies, redeploying capital after the IPO, generalist versus sector specialization, cryptocurrencies and blockchain views, the content creator economy and other emerging spaces, life as a public company, overcoming the skeptics, looking ahead and outlook for the future.Part I of our interview on ATLaltsPart I focuses on the formation of the company, the decision to form an investment holding company versus a traditional private investment fund to invest in growth-stage, late stage and pre-IPO companies, and the steps to taking Stack Capital public on the Toronto Stock ExchangeFor more information on Stack Capital Group please see the resources below:Corporate OverviewStack Capital Website&nbsp;Stack Capital News&nbsp;Portfolio&nbsp;LinkedIn&nbsp;Twitter&nbsp;Instagram&nbsp;Press Release&nbsp;- SpaceX InvestmentPress Release&nbsp;- Bolt Financial InvestmentRinging the Bell on the TSX

Part I of a two-part interview with the Co-Founders of Stack Capital (TSX: STCK and STCK.WT)Part I focuses on the formation of the company, the decision to form an investment holding company versus a traditional private investment fund to invest in growth-stage, late stage and pre-IPO companies, and the steps to taking Stack Capital public on the Toronto Stock ExchangePart II will focus on investment themes and opportunities, sourcing deals, and life as a public companyA big thank you to Brian Viveiros, VP, Corporate Development &amp; Investor Relations at Stack Capital for coordinating the interviews. [email protected] more information on Stack Capital Group please see the resources below:Stack Capital Website - www.stackcapitalgroup.comStack Capital News - https://www.stackcapitalgroup.com/newsPortfolio - https://www.stackcapitalgroup.com/investmentLinkedIn https://www.linkedin.com/company/stack-capital-group/Twitter https://twitter.com/stackcapitalInstagram https://www.instagram.com/stackcapitalgroup/Corporate OverviewPress Release - Stack Capital Invests $5 Million USD Indirectly Into SpaceX Press Release - Stack Capital Invests $6 Million USD into Bolt Financial

Prepare4VC Website Prepare4VC TwitterPrepare4VC LinkedIn Page Prepare4VC Facebook PageThe Team at Prepare4VCThe Startup OasisJason Kraus LinkedInChristopher Dube LinkedIn

00:50 Introduction to Anthony2:37 From underperforming student to college entrepreneur7:20 What it was like at an Ivy League school and having the entrepreneurial bug8:58 Selling sunglasses and sweatshirts and entering commercial real estate10:28 One of the pivotal books that got me interested in real estate12:14 Going all in January 2020 with Red Knight Properties17:45 Leveraging experience and networks and growing to an $80 million real estate business20:47 Adding value to the community through education23:55 Setting up the firm and our target markets27:43 Investment thesis and screening deals31:35 The purpose behind what we are doing at Red Knight Properties35:03 Sourcing deals37:40 Partnering with our investors and developing a reputation of performing41:09 Systems and the operating model at Red Knight Properties45:33 Bumps along the way and growing pains48:10 Getting the information you need as a real estate investor50:21 Legislation, taxes, and will anything change for RE investors and developers53:13 Managing a company, producing content, and structuring my week

1:12 Background8:42 The rise of the fractional CFO14:02 Indications it may be time to consider a fractional CFO17:34 The typical engagement and what we do as fractional CFOs24:35 The skill sets of an executive team and where a fractional CFO makes sense29:06 Bringing a different perspective than the founders35:04 Discussion of VC and PE-backed companies36:44 SAFEs38:06 Differentiation in VC and PE40:44 Evolution of the PE industry and model43:00 Platforms at PE firms, succession planning, and more46:21 Governance and interacting with the ownership and the board49:51 Dealing with supply chain challenges today54:51 Today's business owners versus those from prior eras57:01 Continual learning and consuming information to share with clients1:00:34 Recharging, refocusing, and more

00:30 Mark shares his background1:29 Journey to becoming a VC5:06 The ups and downs of forming a VC firm7:59 Building a network and the value of relationships12:59 Getting confident in your own ideas15:19 Why so many startups fail?18:35 Investing in founders and their well being23:37 Financial, relational, and intellectual capital26:48 The focus of 11 Tribes Ventures30:34 The qualities of backable founders35:19 11 Tribes Ventures principles of investing41:11 Industries and themes we are investing in at 11 Tribes Ventures44:55 What investors are seeking today47:50 Finding balance and fulfillment in your work

3:23 Greg gives background on Rubicon Crypto10:39 Greg gives his experience of 9/11 having lived and worked in the NYC area and on Wall Street18:40 Greg's entrepreneurial journey and the formation of Rubicon24:28 The digital divide28:22 Digital assets, cryptocurrency, blockchain discussion33:56 How individuals are engaging with digital assets37:56 Allocating to crypto and how to think about diversification43:14 Crypto - an equal opportunity wealth creator 50:10 Financial advisors and crypto, where to begin54:20 Building a digital assets business - what have been the challenges?58:58 The new generation of technologists and the excitement of the digitization of money

Brian Adams&nbsp;01:43Brian shares his professional journey and backgroundBrian Adams&nbsp;02:57Brian discusses his aha moment Brian Adams&nbsp;06:36Stopping full press to pursue Excelsior CapitalAndres Sandate&nbsp;06:57Background of alternative investment population in the U.S.Brian Adams&nbsp;08:45Getting started Brian Adams&nbsp;12:35How I got meetings initially and built a networkBrian Adams&nbsp;13:09Key skills to success in deal making and real estate Brian Adams&nbsp;14:05Asking the right questions Brian Adams&nbsp;15:40Raising capital efficientlyBrian Adams&nbsp;15:53Identifying your logical investor baseBrian Adams&nbsp;20:02What you need to know about institutional investors Brian Adams&nbsp;22:27Taxes, inflation, and educating investors Brian Adams&nbsp;26:44REIT discussionBrian Adams&nbsp;28:29Non-correlated investmentsBrian Adams&nbsp;31:12The different types of real estate exposureBrian Adams&nbsp;34:50Investment philosophy and process and Excelsior's target marketsBrian Adams&nbsp;40:46When to redeem and what are the red flags with certain fund managersBrian Adams&nbsp;41:16Common traps and mistakes managers fall into Brian Adams&nbsp;45:07Building Excelsior Capital for the long term and for scale Brian Adams&nbsp;46:17Learning from mistakesBrian Adams&nbsp;47:29What kind of firm I want to buildBrian Adams&nbsp;48:52Investor educationBrian Adams&nbsp;51:36Recharging and daily routines Andres Sandate&nbsp;53:38Wrapping up Brian Adams&nbsp;55:08Final commentsAndres Sandate&nbsp;55:16End

01:13Debunking the mythical startup origin story04:09Why startup founders are not all happy - the fake narrative. The realities of raising money as a founder and what many founders often don't hear about the process.09:05The VC track, alternatives, and the most important thing in any company 12:47One important lesson to be learned from Steve Jobs, Jeff Bezos, Mark Zuckerberg, and Bill Gates. Workplace culture and its role in attracting talent.16:12What we did wrong at CapLinked in the early days and what we got right eventually. 20:14Revenue based financing and other VC alternatives21:19Importance of working backwards when building and financing a startup23:41AngelList, WeFunder, SeedInvest discussion. Importance of having right team and capital partners in place. around the Founder.27:56Hiring the right team and setting achievable and realistic goals33:07Discussion of concept of blitzscaling, burn rates, and hiring people at CapLinked given ARR and profitability38:11Angel investing and discussion of syndicates run well 44:33Lifehacks and controlling your own time46:51Conclusion

00:00 Andres introduces Jen Hicks, Client Development Director at Capital Fund Law Group, a boutique law firm focused on alternative investment management fund formation across hedge, private equity, real estate, private placements, digital assets, and more.02:30 Jen discusses her transition from a career in law enforcement to a career in alternative investments5:50 Jen talks about women in the investment industry, gives advice on how female fund managers can be their own best advocates, discusses the evolution of the alternative investment industry, and shares a insightful story of a female fund manager who pitched her strategy 12:56 Andres shares his own personal journey in the alternative investment business and his perspective on being an "outsider" and having to find his path forward16:13 Jen shared her advice on marketing and getting out in front of prospective investors to fundraise19:43 Andres shared insights on how diverse and female-led investment firms have outperformed22:08-25:52 Jen discusses how the different alternative investment managers can learn from one another's strengths and tendencies29:49 Jen discusses fund domicile decisions33:27 Jen discusses strategies to raise capital, build a brand, leverage PR and the press, access emerging manager programs and public pension assets39:20 Jen discusses alternatives to traditional funds such as pre launch services and incubator strategies allowing managers to market and get started46:06 Jen discusses importance of learning from mistakes48:18 Jen discusses what she does to recharge and some new hobbies she started during COVID50:30 Jen wraps up and shares why she is optimistic about the future of the alternative investment industry

00:00 Intro - Erik Bullen discusses importance of execution and self awareness for Founders/CEOs4:47-9:52 Erik Bullen's background and journey to VC and the corporate innovation space11:14 Erik Bullen talks about his portfolio approach and making the transition from the corporate arena to the startup/angel investment/VC space16:20 Erik Bullen discusses why he is focused on pre-seed and seed stage companies19:09 Erik Bullen discusses his investment approach and mindset of founders/CEOs he looks for when investing24:40 Erik Bullen discuses building teams at early stage companies27:09 Erik Bullen talks about why startups fail and founders having a learning mindset and asking for help30:04 Erik Bullen talks about The Founders Toolkit and how it was created33:23 Erik Bullen shares his motivation behind doubling down on diversity, equity, and inclusion and making a difference through his actions35:49 Erik Bullen discusses the state of the VC industry including valuations40:13 Erik Bullen discusses crowdfunding platforms like Republic, WeFunder and increase in individual investors appetite for early stage investing43:44 Erik Bullen discusses importance of financial education for retail investors interested in early stage investing45:47 Erik Bullen discusses his approach to managing so many activities, roles, and what a typical day looks like49:42 Erik Bullen discusses his favorite things to do outside of work50:21 Erik Bullen looks ahead 20-30 years and shares some thoughts on what the VC and technology industry looks like52:57 Erik Bullen shares some of his favorite books54:14 Conclusion

Neil Takemoto is the Founding Director of Be The Change Cooperative based in Washington D.C.Neil is also the founder of CSPM Group.In this episode Neil discusses community cooperative development and the inspirations behind the movement including his Hawaiian upbringing, Burning Man, the Jobs Act and more.

In this episode:Antonio Luck and Adriana Suarez, Managing Partners at MatterScale Ventures, a venture capital firm that invests in early-stage Latin startups with a global mindset, located in the US and LatAm, that apply technology to offer high quality, affordable, and accessible services for the majority. Key sectors include the&nbsp;future of jobs, education, healthcare, productivity, and financial services.Show notesPersonal background – Antonio Luck3:06Personal background – Adriana Suarez4:38Getting started in venture capital and Endeavor – Antonio Luck10:11Explaining the Endeavor platform – Antonio Luck11:52The beginnings of MatterScale Ventures takes shape – Antonio Luck12:52Developing an investment strategy at MatterScale Ventures – Antonio Luck14:23How a career in government translated to venture capital and angel investing – Adriana Suarez17:40Building an angel investment portfolio – Adriana Suarez22:00What are the characteristics of founders that you are looking for? – Antonio Luck24:35How have entrepreneurs evolved in LatAm? – Adriana Suarez30:35What does MatterScale look for in companies that can scale and grow rapidly? – Antonio Luck35:02Sourcing investment opportunities? – Adriana Suarez37:09The team at MatterScale – role of venture partners? – Antonio Luck41:55What have been the biggest learning experiences in starting MatterScale? – Adriana Suarez43:59Thoughts on current market opportunities – Antonio Luck46:33Characterizing the current economic environment, investment outlook – Adriana Suarez49:03Things I do for fun, what I am reading? – Adriana Suarez52:55Things I do for fun, what I am reading? – Antonio Luck53:51Getting more information on MatterScale Ventures – Andres Sandate56:08References to books and websites in the episodewww.matterscale.comFernando Fabre, Managing Partner of MatterScale Ventures on Remote LeadershipMay 13, 2020Medium Article on Remote Leadershiphttps://medium.com/@fernando_90271Books recommended in the episodehttps://www.blitzscaling.com/https://www.amazon.com/Hard-Thing-About-Things-Building/dp/0062273205https://www.amazon.com/How-Raise-Adult-Overparenting-Prepare/dp/1250093635Have questions/comments/show ideas? Email us at [email protected]

In this episode:Carlos Torres de la Cuba, Managing Partner of AMG Block, a seed stage venture capital firm headquartered in Mexico City focused on investing in the FinTech and blockchain sector in Mexico and Spanish-speaking Latin America, talks to Andres about his journey to starting his venture capital firm, the market and investment dynamics in the LatAm region, how technology can improve financial inclusion for the underbanked and underserved, and what characteristics he looks for in founders.Have questions/comments/show ideas? Text us at (404) 550-8081.Show notesPersonal background3:21Educational background4:27Transitioning from working with family to a career in banking6:05Lessons learned from working in banking7:39Diving into the startup and venture landscape8:55Working at a FinTech startup9:50Hard lessons learned in getting funded, but the beginning of a new opportunity10:43Starting a venture capital firm11:10Fintech laws and regulation in Mexico11:36Living abroad12:47Building relationships globally through the MBA program13:27The educational gap in FinTech and the VC asset class15:02Comparisons between SE Asia and Latin America16:09The VC landscape in Peru, Argentina, and Brazil17:05The VC landscape in Mexico; Case study in a unicorn born in Mexico/Kavak17:34Market dynamics across Mexico and Latin America18:47Differences in valuations19:25Message to entrepreneurs in Mexico seeking venture backing20:14Taking a more human approach to venture investing20:47A human approach to investing – going beyond the term sheet21:11Advice for founders22:13What we look for in founders23:18Looking beyond the team and screening investment opportunities23:45Business verticals AMG Block is excited about today25:13Disrupting the current system and fixing broken processes in banking &nbsp;27:46Market expansion across LatAm and to the United States for local startups29:18Venture capital solving convenience issues (USA) versus fundamental problems (LatAm) &nbsp;30:23Mexico is more than Los Cabos and Cancun31:54Rapid Fire Q&amp;A – books, shows, tech tools, work-family dynamics32:41Lessons learned from the past year?34:57More information on Carlos Torres and AMG Block37:08Preview of Episode #2 – Antonio Luck and Adriana Suarez of MatterScale Ventures37:39Thank you and engaging with us on social media38:00