Events
We strive to educate our staff, clients, and outsiders about the fund industry. Please click below to learn about our upcoming events and to view recordings of prior events.
AMLO Roles & Responsibilities
Podcast
Have you ever wondered what it takes to be a money laundering officer? In this episode of Lumen Sessions, we have discussed the roles and responsibilities of a money laundering officer.
Top picks
These are some of our favorites we think you will enjoy
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2 DECSPV Administration: You Get What You Pay For
Webinar
In this episode, Formidium’s Founder & CEO Nilesh Sudrania and Co-Founder & CGO Shalin Madan discussed about details of SPV Administration, purposes of SPV, SPV models and much more.
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17 NOVCSD Demo 2.O
Webinar
Meet your investor onboarding and investor relationship software, brought to you by "Formidium," the leading technology-enabled fund administrator. Take a deep dive into CSD newest features, updates and benefits.
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16 NOVEvolution of Technology in Fund Administration
Podcast
In this episode, Formidium Founder and CEO Nilesh Sudrania and Co-Founder and CGO Shalin Madan discuss how technology is evolving within the fund administration ecosystem.
Events
Podcasts
The Lumen Sessions
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31 JULDigital Asset Fund of Funds | Andrew Hoppin
Podcast
This episode features Andrew Hoppin, Managing General Partner of ChainLink Capital Management. Chainlink Capital manages two Digital Asset Funds of Funds. We discuss with Andrew what types of funds are available in the digital asset space and who may want to invest in a fund of funds.
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3 JULOperational Due Diligence | James Newman & Quentin Thom
Podcast
This episode features James Newman and Quentin Thom of perfORM. James and Quentin are experts in operational due diligence (ODD)...
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26 JUNCustody Rule | Sarah Williams & Matthew Soldato
Podcast
This episode features Sarah Williams, Manager at Wipfli LLC as well as Matthew Soldato, Director, Compliance Consulting at Duff & Phelps, LLC. We discuss what the custody rule is; why it matters; its evolution...
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12 JUNThe Future of Digital Asset Exchanges | Jackson Finio, Head of Product - SFOX
Podcast
This episode features Jackson Finio, Head of Product at SFOX. In this episode, we discuss the differences between centralized exchanges, decentralized...
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8 MAYSetting Standards and Regulatory Clarity in the Digital Asset Space | Matt Lisle
Podcast
This episode features Matt Lisle, General Counsel / Compliance Officer at Drawbridge Lending and Board Member of the Global DCA...
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24 APRDeFi and Real-world adoption of Digital Assets | Will Peets
Podcast
This episode features Will Peets, CIO and Founder of 100 Acre Ventures. We discuss real-world adoption of digital assets as well as the evolution of DeFi. Will also provides us with interesting real-world statistics...
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17 APRSecondary Offerings for Private Equity and Venture Capital | John Hornbostel
Podcast
This episode features John Hornbostel, founder of Hornbostel Law Offices. We discuss the concept of secondary offerings in the private equity and venture capital space...
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10 APRUsing on-chain analysis to make investment decisions | S2F Capital
Podcast
This episode features Cameron Crowley and Micah Spruill of S2F Capital. Cameron and Micah come from vastly different backgrounds – Cameron spent his career in the finance industry while Micah was an early adopter in bitcoin...
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3 APRHow to Scale and Manage Growth | Nilesh Sudrania
Podcast
This episode features Nilesh Sudrania, Founder and CEO of Sudrania Fund Services. We discuss best strategies and ways to think about growing and scaling your business. Nilesh also discusses the ability to Pivot and how Sudrania has...
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27 MARTranslating ESG Into Impact | Fern Impact Partners
Podcast
This episode features Sandra Myburgh and Kristin Carlin of FERN Impact Partners. We discuss FERN’s five-step process for investing that uses a combination of technical and fundamental analysis...
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20 MARPrime Brokers, Cap Intro & Philanthropy | Suzanne Currie
Podcast
This episode features Suzanne Currie of Celadon Financial Group. Suzanne discusses the evolution of prime brokers and how Celadon provides Cap intro. She also discusses her passion for philanthropy and tells us how others...
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13 MARHedging and Biohacking | Shalin Madan
Podcast
This episode features Shalin Madan, Founder and Chief Investment Officer of Bodhi Tree Asset Management (BTAM). Shalin discusses his background, the unique investment strategy of his hedge fund, and how he became a leading stakeholder of Sudrania Fund Services. We also discuss his...
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6 MARSPV’s and Finding Opportunities | Sharad Daswani
Podcast
This episode features Sharad Daswani, the founder of Spru Ventures Investor Circle. Sharad discusses the “Spru Crew," a group that he created, as well as how his team comes up with new investments.
Check back soon–we're always planning new events.
Others
Check back soon–we're always planning new events.
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15 NOVHow to Start Your Crypto Fund the Right Way
Webinar
Do you want to start your digital assets fund, but don't know how? check this webinar to deepen your expertise and start your crypto fund the right way.
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13 JULDigital Asset Funds: Planning a successful launch
Webinar
Are you planning to launch your digital asset hedge fund? If yes, don’t miss out this joint webinar from AIMA and Formidium. Before establishing a new fund, listen to our leaders speak and gain an understanding of the specific...
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16 MAYSpotlight on AML in the US
Webinar
Join AIMA and Sudrania for this AML Spotlight session on the U.S. where speakers will review the latest developments impacting the fund industry, including a recent proposal on beneficial ownership disclosure and an initiative by U.S. Senators requesting Treasury to...
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10 FEBDigital Assets Within Asset Management | What to know before you go digital
Webinar
Join us to hear EVP, Harsha Patwardhan, speak about the role Sudrania Fund Services plays in completing your digital back office...
