All Episodes
Tokens of Wisdom — 84 episodes
Episode 84: Crypto Prime Brokerage with Matt Boyd, Coinbase
Episode 83: Outsourced CFOs with Eugene Tetlow, V17
Episode 82: Reasonable Expectations: How the SEC (Now) Applies Howey to Crypto
Episode 81: Slopeside with the Summit Syndicate
Episode 80: Fair Investment Practices by Venture Capital Companies Law
Episode 79: Liberate the Yield with Ronald Falls, Jr.
Episode 78: Outsourced Compliance with Fizza Khan, Silver Regulatory Associates
Episode 77: All the Wisdom from 2025
Episode 76: SF Gross Receipts Tax with Kevin Leiske, Cole-Frieman & Mallon
Episode 75: Cayman Directors with Darragh Murphy, Marfire
Episode 74: Cayman Funds with Patrick Colegrave, Forbes Hare
Episode 73: Prime Brokerage with Harry Shillingford, Marex
Episode 72 - The Main Event
Episode 71: Fund Manager Insurance with James Tallarico and Kevin Flasch, Risk Strategies
Episode 70: The SEC Knows Action
Episode 69: Fund Valuations with Joe Brennan, Houlihan Capital
Episode 68: Crypto Fund Audits with Gautam Ganeshan, KPMG
Episode 67: SEC Commissioner Hester Peirce
Episode 66: BVI Funds with Phil Graham, Harneys
Episode 65: The Zombie Episode (Three Rungs of the Regulatory Ladder)
Episode 64: Fund Taxation with Colleen Fay, Withum
Episode 63: Hedge Fund Offering Terms, Part 2: Liquidity
Episode 62: Fund Audits with Salman Ali, CBIZ
Episode 61: Hedge Fund Offering Terms, Part 1: Compensation
Episode 60: Fund Administration with Bert McCooey, Ascent
Episode 59: Peeling Layers
Episode 58: Yet Another CTA Update (Yawn)
Episode 57: Fixing the Hole in Your Net (And More!)
Episode 56: Interpretive Clarity
Episode 55: Sunshine and Rainbows…from the SEC
Episode 54: Guess Who's Back
Episode 53: A New Sheriff
Episode 52: AI Policies for Investment Advisers
Episode 51: 2024 Year-End Overview
Episode 50: CTA Enjoined
Episode 49: Crypto’s Glad Tidings
Episode 48: Can the President Fire the SEC Chair?
Episode 47: The “Come in and Register” Fallacy
Episode 46: For the Crypto Skeptic
Episode 45: Digital Asset Manager SEC Settlement
Episode 44: Marketing Decks
Episode 43: Pay-to-Play Rule
Episode 42: Form N-PX
Episode 41: Supreme Court Smackdown
Episode 40: Florida Private Fund Exemption
Episode 39: SAB 121
Episode 38: RIP Private Fund Adviser Rule
Episode 37: Tornadoes, Samourais and Money Transmitters
Episode 36: Adviser Integration
Episode 35: Venture Capital Funds
Episode 34: Management Company Operating Agreements
Episode 33: Tokenized Funds
Episode 32: Annual ADV Amendments!
Episode 31: My Cousin Vinny (aka Third Party Marketers)
Episode 30: CTA, Part Deux
Episode 29: 2023 Year-End Overview
Episode 28: Management Company Structures
Episode 27: Corporate Transparency Act
Episode 26: Waterfalls
Episode 25: Hurdle Rates
Episode 24: High Water Marks
Episode 23: Expenses
Episode 22: Late Summer News Roundup
Episode 21: Private Fund Advisers Rule
Episode 20: Non-U.S. Fund Managers
Episode 19: Ripple Wins (Mostly)!!
Episode 18: Rebutting Prometheum
Episode 17: Using AI
Episode 16: The Gloves Are Off
Episode 15: DAOs
Episode 14: LIVE Marketing Rule Event!
Episode 13: SPVs!
Episode 12: Incubator Funds
Episode 11: Considerations for Funds in a World of Bank Runs
Episode 10: Much Ado About Custody (or Safeguarding)
Episode 9: Fund Structuring
Episode 8: No U.S. Persons Allowed!
Episode 7: 3…(c)…(1) Counting!
Episode 6: 2022 Year-End 360° Overview
Episode 5: What About the CFTC?
Episode 4: But Is It A Security?
Episode 3: FTX Fallout
Episode 2: Navigating the Investment Advisers Act
Episode 1: Private Fund Legislative Overview