Tokens of Wisdom
Do you love investing? Ever thought about turning that passion into a business? Listen up to learn to navigate the legal loopholes in forming, launching, and running a private investment fund, including considerations unique to digital asset/crypto funds. Dave Rothschild is a partner at Cole-Frieman & Mallon, one of the country's premier boutique investment management law firms with deep experience in traditional assets, as well as esoteric asset classes like digital assets. For questions or comments, email tow@colefrieman.com. Visit our website: https://colefrieman.com
Episodes
76 episodes
Episode 76: SF Gross Receipts Tax with Kevin Leiske, Cole-Frieman & Mallon
Episode 76: SF Gross Receipts Tax with Kevin Leiske, Cole-Frieman & Mallon On the very first Intrasquad edition of Tokens of Wisdom, my partner Kevin Leiske joins the show to tell us about recent changes to San Fra...
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20:10
Episode 75: Cayman Directors with Darragh Murphy, Marfire
Episode 75: Cayman Directors with Darragh Murphy, Marfire Darragh Murphy from Marfire joins me in the Tokens of Wisdom Studio to tell us all about the wonderful world of Cayman fund directors. From choosing the right d...
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43:04
Episode 74: Cayman Funds with Patrick Colegrave, Forbes Hare
Episode 74: Cayman Funds with Patrick Colegrave, Forbes Hare Patrick Colegrave joins me in the Tokens of Wisdom Studio to discuss all things Cayman funds. From local regulatory requirements to investor expectations to ...
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Episode 74
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38:35
Episode 73: Prime Brokerage with Harry Shillingford, Marex
Episode 73: Prime Brokerage with Harry Shillingford, Marex My old pal Harry Shillingford from Marex joins me in the Tokens of Wisdom Studio to talk about the intricacies of prime brokerage. We delve into scintillating ...
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Episode 73
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34:40
Episode 72 - The Main Event
A special episode that has nothing to do with funds or law and everything to do with baseball glory.
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Episode 72
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4:27
Episode 71: Fund Manager Insurance with James Tallarico and Kevin Flasch, Risk Strategies
Episode 71: Fund Manager Insurance with James Tallarico and Kevin Flasch, Risk Strategies Joining me in the Tokens of Wisdom Studio today are James Tallarico and Kevin Flasch from Risk Strategies to discuss the evolvin...
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Episode 71
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34:10
Episode 70: The SEC Knows Action
Episode 70: The SEC Knows Action Last week we saw the SEC release not one but two No Action Letters that were each deeply positive for the crypto industry. Tune in to today’s episode for a quick reca...
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Episode 70
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10:22
Episode 69: Fund Valuations with Joe Brennan, Houlihan Capital
Episode 69: Fund Valuations with Joe Brennan, Houlihan Capital Joining me in the Tokens of Wisdom Studio today is Joe Brennan, a director at Houlihan Capital, to discuss the intricacies of fund valuations, particularly...
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Episode 69
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28:30
Episode 68: Crypto Fund Audits with Gautam Ganeshan, KPMG
Episode 68: Crypto Fund Audits with Gautam Ganeshan, KPMG Today I’m joined by Gautam Ganeshan from KPMG to talk all about digital asset fund audits! Key Points From This Episode:&...
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36:20
Episode 67: SEC Commissioner Hester Peirce
Episode 67: SEC Commissioner Hester Peirce I am honored to welcome SEC Commissioner Hester Peirce – Crypto Mom herself – to the Tokens of Wisdom Studio today to talk to us about crypto, regulation, zombies (not really)...
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Episode 67
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27:39
Episode 66: BVI Funds with Phil Graham, Harneys
Episode 66: BVI Funds with Phil Graham, Harneys When I set out to do this show, my goal was to arm aspiring fund managers with the information they need to launch and operate a fund. In the legal rea...
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Episode 66
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50:12
Episode 65: The Zombie Episode (Three Rungs of the Regulatory Ladder)
Episode 65: The Zombie Episode (Three Rungs of the Regulatory Ladder) For as long as I’ve worked in crypto, the industry has been plagued by the dreaded REGULATORY UNCERTAINTY. That is, apparently, until the last coupl...
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Episode 65
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8:44
Episode 64: Fund Taxation with Colleen Fay, Withum
Episode 64: Fund Taxation with Colleen Fay, Withum When I set out to do this show, my goal was to arm aspiring fund managers with the information they need to launch and operate a fund. In the legal ...
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Episode 64
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34:12
Episode 63: Hedge Fund Offering Terms, Part 2: Liquidity
Episode 63: Hedge Fund Offering Terms, Part 2: Liquidity Today is the second in a series of Tokens of Wisdom episodes walking through the main offering terms for an open-ended fund, aka a hedge fund. ...
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Episode 63
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15:56
Episode 62: Fund Audits with Salman Ali, CBIZ
Episode 62: Fund Audits with Salman Ali, CBIZ When I set out to do this show, my goal was to arm aspiring fund managers with the information they need to launch and operate a fund. In the legal realm...
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Episode 62
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43:57
Episode 61: Hedge Fund Offering Terms, Part 1: Compensation
Episode 61: Hedge Fund Offering Terms, Part 1: Compensation Today is the first in a series of Tokens of Wisdom episodes walking through the main offering terms for an open-ended fund, aka a hedge fund. &nbs...
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17:26
Episode 60: Fund Administration with Bert McCooey, Ascent
Episode 60: Fund Administration with Bert McCooey, AscentThis is an exciting day in Tokens of Wisdom history! Not only do you get to see my real-life face, but you also get the unparalleled wisdom of Bert McCooey from Ascent Fund ...
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Episode 60
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30:03
Episode 59: Peeling Layers
Episode 59: Peeling LayersAt the federal level, the tables are turning faster than at a vintage Tiesto performance: it’s honestly hard to keep up with how quickly the federal government has done a total 180 on crypto.Key...
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Episode 59
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7:45
Episode 58: Yet Another CTA Update (Yawn)
Episode 58: Yet Another CTA Update (Yawn) Last time I spoke to you about the CTA, I said I wanted to discuss it about as much as I wanted a hole in the head. A little over a month later, nothing has changed. In my mood that i...
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Episode 58
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4:26
Episode 57: Fixing the Hole in Your Net (And More!)
Episode 57: Fixing the Hole in Your Net (And More!)If you thought the kinder, gentler SEC was only going to be kinder and gentler to the crypto community, you thought wrong. Today I’m going to briefly summarize two recent SEC acti...
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12:37
Episode 56: Interpretive Clarity
Episode 56: Interpretive Clarity.By now, you’ve probably heard the latest news from the sunshine and rainbows SEC: Meme coins are not securities! This is great news for the crypto community, which has a little more clarity t...
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Episode 56
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13:06
Episode 55: Sunshine and Rainbows…from the SEC
Episode 55: Sunshine and Rainbows…from the SEC. Just a couple short weeks ago I told you all about President Trump’s executive order on crypto, which was heavy on happy speak and light on substance. ...
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Episode 55
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11:37
Episode 54: Guess Who's Back
Guess Who’s Back Episode 54: Show Notes. It’s true that I wanted to release this episode about as much as I want a hole in the head. But, I did promise you multiple times that I would keep you...
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Episode 54
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5:43
Episode 53: A New Sheriff
A New Sheriff Episode 53: Show Notes. We went three whole days into Trump Administration 2.0 without the creation of a strategic bitcoin reserve, an announcement ending all federal lawsuit...
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Episode 53
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7:22
Episode 52: AI Policies for Investment Advisers
Everyone wants in on the AI craze – in addition to being the latest buzzy trend, AI is a technology that can actually think for you (or at least, trick people into thinking it’s thinking). Given the potential time and money savings AI can gener...
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Episode 52
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12:51