Ron Geffner, Partner, Sadis Ron 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 ..read more

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 is a Managing Director at XA Investments. She is a partner in the firm and is responsible ..read more

Kimberly Ann Flynn is a Managing Director at XA Investments. She is a partner in the firm and 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 ..read more

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 textil ..read more

Robert Swarthout's LinkedIn Bio Robert 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 ..read more

Cascade is a fintech platform democratizing access to institutional debt. Co-Founder & 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 website Mike Shum's LinkedIn On 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 simpli ..read more

Trilogy Investment Co website Jason Joseph Bio Jason Joseph LinkedIn Link to First Interview with Jason Joseph on ATLalts in 2021 ..read more

Michael Maroon's LinkedIn page Glasfunds website GLASfunds 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 ..read more

17 Things to consider as you originate your first loans and begin building a tape Check out the Specialty Finance Blog at Sandate.Substack.com Host Andres Sandate email andres@atlalts.com X - @aesandate LinkedIn - https://www.linkedin.com/in/sandate/ www.endurancestrategies.com ..read more

Subscribe to the Specialty Finance and Fintech Lending blog at sandate.substack.com The Blog contains all links referenced in the episode E-mail me at andres@atlalts.com Follow me on X at @aesandate Follow me on LinkedIn at https://www.linkedin.com/in/sandate ..read more