Shows
ATLaltsSpecialty Finance Unveiled: Exploring untapped potential in this booming lending market to expand client exposure beyond direct lending strategiesLaunched 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 star...
2025-10-281h 20
Asset BackedUnlocking the Secrets of Specialty Finance with Coromandel Capital's Co-Founder and Managing Partner, Rob McGregorLaunched in 2019, Coromandel Capital provides flexible, non-dilutive, growth-oriented asset-based lending solutions to specialty finance, fintech, and technology-enabled businesses with predictable, recurring revenue. One of a handful of non-bank lenders focusing on small-ticket debt capital solutions, Coromandel Capital and its peers, willing to do sub-$20 million financings, are critical players for capital-intensive specialty lenders. The firm's financings typically range between $5 million and $50 million, with a 3-year term. Co-Founder and Managing Partner Rob McGregor and I discussed a variety of topics, including:- How debt financing empowers startups and other early-stage and growing companies relative to venture c...
2025-10-241h 20
Asset BackedData-driven real estate lending with Mount North Capital's Brian Seidensticker and Kiah HochstetlerWe spend a lot of time speaking with managers and investment professionals across asset-backed finance, asset-based lending, and specialized, niche areas of credit, seeking out teams and platforms that are not just engaged in private credit but are winning due to distinctive, hard-to-replicate edges with competitive moats around their sources of return. Recently, I sat down with Brian Seidensticker and Kiah Hochstetler, co-founders of Mount North Capital, to discuss how they source and execute opportunistic real estate investments. One standout takeaway from that conversation was this: Mount North’s unique local partner model is a big reason the...
2025-06-131h 03
ATLaltsMount North Capital's Brian Seidensticker and Kiah Hochstetler on distressed real estate investing built on proprietary market insights and data-driven underwritingBrian 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 pr...
2025-06-101h 03
Asset BackedSpecialty Finance Masterclass with Monachil Capital Partners Founder & CIO Ali Melihttps://www.atlalts.com/ - Our flagship pod, ATLalts, provides education, insights, and analysis of alts and private markets to RIAs and HNWIhttps://www.endurancestrategies.com/ - Learn, invest, educate and partner with us on alts, private markets, and non-traditional strategieshttps://sandate.substack.com/ - Check out my blog on asset backed financeYouTube Video of this episode: https://youtu.be/9OsDqg6bk1ghttps://www.linkedin.com/in/sandate/ - Connect with me on LinkedInhttps://calendly.com/sandate - Book time on my calendar
2025-05-0955 min
Passive Cash Flow PodcastAlternative Investments Explained by RIA Andres SandateRegistered Investment Advisor Andres Sandate with GP Wealth Advisors explains why many savvy investors are diversifying more and more capital into alternative investments and moving away from the volatility of the stock market. Everyone from accredited investors, family offices and institutional investors are seeking under the radar alternative investment opportunities from experienced sponsors. Andres also explains how operators can team up with RIA's, wholesalers and Broker Dealers to raise more capital and gain exposure to more investors. Andres Sandate joined Gramercy Park Wealth Advisors in 2022. In addition to being a financial advisor, he is responsible for alternative i...
2025-04-1437 min
ATLaltsUnlocking Value in Phoenix's Multifamily Sector: A Discussion with WhiteHaven's Ben LeybovichThe 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...
2025-04-081h 03
ATLaltsNavigating Uncertainty and Allocating Strategically in Volatile Markets: The Importance of Private Credit in Portfolio OptimizationThis 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...
2025-04-0756 min
Asset BackedStrategically Investing and Navigating Through Market Volatility with Brook Scardina, Managing Partner - Capital Markets & Investments, Oak Real Estate PartnersBrook Scardina is a Managing Partner - Capital Markets & Investments with Atlanta, GA-based Oak Real Estate Partners (OREP). OREP is an institutional small balance sheet private credit bridge lender that invests in high-quality, short-duration senior-position loans on positive income-producing commercial real estate assets.Brook and I discussed how investors can think about investing and navigating this period of volatility and market uncertainty, how alternatives and private credit generally, and real estate bridge lending specifically, can help mitigate portfolio volatility, offer enhanced diversification, and attractive risk-adjusted yields. The investment thesis at OREP is supported by i...
2025-04-0756 min
ATLaltsUnlocking Venture Growth Equity in AI: Al Tarar and Rizwan Muhammad of Quartus Capital PartnersThis 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...
2025-04-0458 min
Weekly Crypto Check-InEp 36 - February 12, 2025 - A "Fresh Look"Topics covered in this episode:Powell: calls for ”fresh look” at debanking of cryptoBinance & SEC halt caseBitcoinReserveMonitor.comCrypto Waiting for its next catalystTakeaways from Galaxy’s Ondo ConferenceStrategy (formerly MicroStrategy) has resumed its bitcoin purchasesDave Portnoy in cryptoCFTC Chair nomination: Brian QuintenzSEC: meme coins outside our jurisdictionCrypto regulations will not be a cake walkGoldman buying BTC ETFsCrazy weekend for Moonpay
2025-02-1240 minWeekly Crypto Check-InEp 35 - February 5, 2025 - $13B in Profit!Topics covered in this episode:36M+ Crypto Tokens in existencePowell: banks perfectly able to serve crypto customersSEC possibly moving quicker on ETFsKraken brings back staking of US customersGreyscale files to convert XRP trust to ETF14 States with bills for Bitcoin ReserveMichael Saylor on Forbes coverTether had $13B profit in 2024Crazy volatile weekend!Stablecoin Legislation Framework Coming Soon
2025-02-0536 min
ATLaltsDelCam Capital, LLC - Private Equity Redefined: Transparent Investing in American ManufacturingOn 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...
2025-02-031h 13Weekly Crypto Check-InEp 34 - January 29, 2025 - Crypto Executive OrdersTopics covered in this episode:Arizona first state with bill for Bitcoin ReserveBig banks are moving to custody cryptoCrypto.com to delist USDT on 1/31In-kind create/redemption on BTC ETFsLedger cofounder and wife kidnapped, finger cut offDoes MSTR have a tax problem?SAB 121 rescinded by SECTokenization coming soon, Larry saysCrypto EOs signed, working group, possible digital asset stockpile
2025-01-2936 minWeekly Crypto Check-InEp 33 - January 22, 2025 - $TRUMP memecoinTopics covered in this episode:1-Year of BTC ETFsJPM predicts alt-coin ETF inflowsSlew of ETF filings after Gensler left officeTether moving to El SalvadorSEC files opening brief in Ripple appealRumors of US-based tokens as part of US reserveBitcoin backed loans available at Coinbase$TRUMP and $MELANIA meme coinsWorld Liberty Financial buys $100M+ in cryptoBoA CEO on cryptoSEC launching Crypto Taskforce for regulationsPresident Trump pardons Ross Ulbricht
2025-01-2233 minWeekly Crypto Check-InEP 32 - January 8, 2025 - Coinbase Interlocutory AppealTopics covered in this episode:El Salvador forced to ditch BitcoinCrypto Index ETF ApprovedSpaceX using Stablecoins in foreign marketsUAE Holdings $40B in BitcoinIRS: crypto staking is taxableRussia: we are using Bitcoin to evade sanctions$USDT drop in supplyCoinbase wins motion to pursue Interlocutory Appeal
2025-01-0829 minATLaltsUnlocking the Secrets of Acquisition Entrepreneurship: A Deep Dive with Jason EhrlichThe 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: ...
2025-01-081h 03Weekly Crypto Check-InEp 31 - December 18, 2024 - First 100 daysTopics covered in this episode:Vote canceled on CrenshawDoubts on $MSTR buying BTCTrump exploring Strategic Bitcoin Reserve EO$RLUSD launchedMarket Structure Bill in first 100 DaysAI creating memecoins2024 Quick Comments
2024-12-1830 minWeekly Crypto Check-InEp 30 - December 11, 2024 - SEC chair appointmentTopics covered in this episode:Trump selects Paul Atkins for SEC ChairCrenshaw re-appointment being rushedChair Powell cares about crypto?Electric bills paid via crypto$IBIT now over $50BBitcoin hit $100kDavid Sachs named Crypto AI CzarSOL ETF will be deniedBitcoin on the balance sheet60 Minutes crypto piece$RLUSD approved, launching in days
2024-12-1135 minWeekly Crypto Check-InEp 29 - December 4, 2024 - Dino tokensTopics covered in this episode:Russia recognizes Bitcoin as property$RLUSD approved, launching todayDino tokens (utility focus)XRP has out performed BTC from 2023 forwardXRP volume largely institutionalTrading volume BTC + ETH < XRPNo capital gains on US based tokens?SOL and XRP ETF applications making progressNew SEC Chair Paul Atkins?Ex-SEC attorneys being blackballed?
2024-12-0420 minWeekly Crypto Check-InEp 28 - November 27, 2024 - Bye GaryTopics covered on this episode:Bitcoin up 30% since election, pulled back to $92kMicroStrategy continues to buy billions in BitcoinCboe Launched First Cash-Settled Options on Spot Bitcoin ETFsCantor Fitzgerald Acquires 5% Stake in TetherSEC Commissioners stepping downBrad Garlinghouse "60 Minute" interview on 12/1Wisdom Tree files for XRP ETFCFTC new crypto regulator? Self-Regulatory Agency?Tornado Cash in the Fifth CircuitChris Giancarlo would drop SEC case vs RippleFairshake crypto PAC has $103M for midtermsSchwab CEO, "I feel silly"Market cap of next bear market bottom?
2024-11-2739 minWeekly Crypto Check-InEp 27 - November 13, 2024 - $30B to $40B in two weeksTopics covered in this episode:BTC newsMicroStrategy announces $42B planVaneck: Bitcoin a reserve asset, 2% weight, $3MBlackRock's $IBITThe first U.K. pension fund invests in bitcoin, with up to a 3% direct allocationBitcoin ETF assets 2/3 to goldTokenized Treasuries explodingPolymarket Whale ProfitsGensler and the SECCrypto PACs, 48 out of 48UBS Asset Management launches its first tokenized investment fund.Bernstein, "add crypto exposure ASAP"
2024-11-1336 minWeekly Crypto Check-InEp 26 - October 30, 2024 - MrBeast investigationTopics covered in this episode:Crypto ETFs PerformanceElection Betting MarketsRussell 2000 & BitcoinSEC v Ripple Case UpdateMicrosoft voting on BitcoinEmory University buys BitcoinMrBeast investigation for ties into crypto
2024-10-3030 minATLaltsBIS Benefits: Revolutionizing Group Health & Business Insurance through people, core values, and an award-winning workplaceDrew 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...
2024-10-2456 minWeekly Crypto Check-InEp 25 - October 23, 2024 - 20% of USDCTopics covered in this episode:Bitwise updates XRP ETF S1Bitcoin ETFs crossed $20BArrested, fake ETF announcement tweetRipple was minting 20% of USDCSEC files Form C in Ripple appealKamala considering SEC nominees M&A - Stripe acquires stablecoin platform Bridge for $1.1B
2024-10-2329 minWeekly Crypto Check-InEp 24 - October 16, 2024 - FBI creates cryptocurrencyTopics covered in this episode:SEC files notice of appealFTX is paying 118% to customersTrue or FalseThe SEC wants 3+ years to fulfill a FOIA request in the Coinbase caseA former SEC chair says the regulator’s approach would change if customized rules were written for industryAnother XRP ETF filingFBI creates cryptocurrency to catch criminalsSchwab survey on investingKamala announces crypto "policy"
2024-10-1630 minATLaltsSreeni Prabhu, co-founder, Managing Partner, Co-CEO, and Group Chief Investment Officer, Angel Oak Capital Advisors, LLC (Angel Oak)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...
2024-10-111h 18
Asset BackedSreeni Prabhu, co-founder, Managing Partner, Co-CEO & Group Chief Investment Officer, Angel Oak CapitalDisclaimer: Nothing contained herein is, or shall be relied upon as, a promise or representation as to the past or future. This conversation has been prepared solely for informational purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Viewers, listeners, and subscribers should not construe the contents of this conversation as legal, regulatory, tax, accounting or investment advice or a recommendation. Viewers, listeners, and subscribers should consult independent counsel, tax and financial advisors as to legal and related matters concerning any transaction or financial matter...
2024-10-111h 18Weekly Crypto Check-InEp 23 - October 2, 2024 - HamburgersTopics covered in this episode:Gensler “so-called” exchangesTrump buys hamburgers in NYC with BTCSmoking gun: Silvergate was solventSEC approves options for BlackRock’s BTC spot ETFSEC chairs in front of the Financials Services CommitteeFTX Estate starts distributionsBNY Mellon approved for crypto custodyOctober 7th, last appeal dateCZ was released from prison, 2 days earlyBitwise files for XRP ETF
2024-10-0238 min