Alt Funds Network

Background: Stephen Vlasak is a Partner in the Alternative Investments practice at Richey May. He develops new client relationships within the financial service industry, working extensively with hedge, broker dealers, registered investment advisors, private money lenders, private equity and venture capital funds. Stephen enjoys his role as a connector in the financial community and is very involved with providing introductions and advice that help newly launched entities grow and thrive. In addition, Stephen provides audit services to clients backed by over 20 years of audit experience within the commercial and financial service industries. Stephen specializes in alternative investment clients, including domestic and offshore hedge funds, broker dealers, investment advisors, commodity pools, master-feeder structures, and funds of funds. Stephen advises his clients on initial organizational structure, audit processes, the management of operational matters and regulatory needs. In his current position at Richey May and his prior job at Rothstein Kass, Stephen has accumulated significant operational experience. He has been heavily involved in the development and leadership of local office practices, including business development, recruiting, networking, budgeting, scheduling, and fore Description: Join Mike Schroeder and Skyler Steinke from the Alt Funds Network as they discuss the essentials of auditing in alternative investment funds with Stephen Vlasak from Richey May, a CPA firm specializing in these types of investments. This episode covers the audit process, its importance for fund managers, and how to prepare for audits. Stephen outlines the key aspects of an audit, the division of labor between auditors and administrators, and the costs involved. Learn why early involvement of auditors is crucial and how to avoid common pitfalls when launching a fund.

Background: John Araneo is a partner at Cole-Frieman & Mallon LLP, advising digital asset and traditional fund managers on fund formation, regulatory compliance, and cybersecurity. A former co-founder of Align Managed Services, he pioneered a cybersecurity-compliant IT infrastructure for fund managers. John is a published author and frequent speaker, providing practical guidance to managers across digital and traditional asset classes. Description: In this episode of the Alt Funds Network podcast, hosts Mike Schroeder and Skyler Steinke talk with John Araneo, partner at Cole Frieman & Mallon, about the intricacies of fund formation. The discussion covers the role of a fund formation lawyer, the services provided by Cole Frieman & Mallon, and the essential steps and considerations in launching a fund. Araneo explains the importance of choosing the right jurisdiction, the challenges of working with digital asset funds, and the ongoing legal services provided to fund managers. The conversation also touches on cost considerations for fund formation and the value of selecting the right law firm. Sponsored by Richie May, this episode is a must-watch for anyone involved in or considering the launch of an investment fund.

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: 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.