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PODCAST

Tokens of Wisdom

Dave Rothschild

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

business investing

All Episodes

7:59

Episode 38: RIP Private Fund Adviser Rule

Tokens of Wisdom ·

2024/06/07

Big news today (June 5) as the 5th circuit court of appeals VACATED the SEC’s private fund adviser rule!! Go back and listen to Episode 21 if you want to waste your time hearing all the details of this now-defunct rule. Special Note: you may notice while listening to today’s episode that I mistakenly refer listeners to Episode 29 for my full PFAR breakdown (I refer to “Episode 29” several times). Turns out, I’m even worse at math than I thought, because my PFAR episode is # 21; not 29…Ra...

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12:01

Tornadoes, Samourais and Money Transmitters

Tokens of Wisdom ·

2024/05/28

Today’s episode is all about the government’s attempts to jam the square peg of crypto mixers Tornado Cash and Samourai Wallet into the round hole of unlicensed “money transmitters”.But to grasp the full story, we need to understand some basic terms. Like “money transmitter”.Key Points From This Episode:What are (were?) Tornado Cash and Samourai Wallet?What is a “money transmitter”?The regulatory area where crypto guidance from the federal government has been relatively clear and proactive.Wh...

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9:31

Episode 36: Adviser Integration

Tokens of Wisdom ·

2024/05/16

Last episode we dissected the SEC’s “venture capital fund” definition and discussed how, if an adviser manages only VC funds, there is no AUM ceiling on its ability to remain exempt from registration. If that same adviser manages money for any non-Venture capital fund, it has to register as an investment adviser once AUM hits $150mm. This can lead some less scrupulous investment advisers to try to “game” the system by forming new adviser entities, thinking they can skirt regulation by forming...

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11:07

Episode 35: Venture Capital Funds

Tokens of Wisdom ·

2024/04/25

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7:56

Episode 34: Management Company Operating Agreements

Tokens of Wisdom ·

2024/04/09

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9:16

Episode 33: Tokenized Funds

Tokens of Wisdom ·

2024/03/12

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6:25

Episode 32: Annual ADV Amendments!

Tokens of Wisdom ·

2024/03/01

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5:49

Episode 31: My Cousin Vinny (aka Third Party Marketers)

Tokens of Wisdom ·

2024/01/31

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7:43

Episode 30: CTA, Part Deux

Tokens of Wisdom ·

2024/01/16

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7:25

Episode 29: 2023 Year-End Overview

Tokens of Wisdom ·

2023/12/20

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12:08

Episode 28: Management Company Structures

Tokens of Wisdom ·

2023/12/14

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6:58

Episode 27: Corporate Transparency Act

Tokens of Wisdom ·

2023/11/28

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10:58

Episode 26: Waterfalls

Tokens of Wisdom ·

2023/11/07

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6:44

Episode 25: Hurdle Rates

Tokens of Wisdom ·

2023/10/30

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8:44

Episode 24: High Water Marks

Tokens of Wisdom ·

2023/10/10

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13:34

Episode 23: Expenses

Tokens of Wisdom ·

2023/09/27

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12:39

Episode 22: Late Summer News Roundup

Tokens of Wisdom ·

2023/09/13

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17:39

Episode 21: Private Fund Advisers Rule

Tokens of Wisdom ·

2023/08/29

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9:08

Episode 20: Non-U.S. Fund Managers

Tokens of Wisdom ·

2023/08/10

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13:58

Episode 19: Ripple Wins (Mostly)!!

Tokens of Wisdom ·

2023/07/17

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