The Alternatives Mason: Building Alts Knowledge Brick by Brick

In this episode of The Alternative Mason, host Brittany Mason sits down with Austin Root to unpack the opportunities and misconceptions around alternative investments. Austin shares lessons from his career—from early entrepreneurship and roles at major firms to running North Oak Capital and explains how liquidity, diversification, and goal-oriented strategies shape better portfolios today. Whether you’re focused on wealth accumulation, preservation, or income generation, this conversation offers practical frameworks for incorporating alternatives and lowering portfolio correlations.Key takeaways: Be strategic about liquidity: accepting some illiquidity can unlock higher returns and unique opportunities. Build goal-oriented portfolios: define whether you’re trying to get wealthy, stay wealthy, or generate income—then tailor allocations accordingly. Diversify beyond 60/40: use lower-correlation assets (alternatives, gold, specialized exchanges) to improve resilience and reduce systemic risk. Trust and resilience matter: align incentives, maintain operational rigor, and choose strong partners to protect capital through market cycles.Follow The Alternative Mason for more episodes. LinkedIn and social media updates from Banríon Capital Management.Connect with us below! Austin Root on LinkedIn Stansberry Asset Management Brittany Mason on LinkedIn Banríon Capital Management

Join host Brittany Mason as she sits down with Matt Ober of Social Leverage to unpack his path from Bloomberg to hedge funds to VC and explore how AI and fintech are reshaping wealth management. They discuss why wealth tech is still ripe for innovation, the impact of Gen Z/millennial investors, prediction markets, Social Leverage’s investment approach, and the founder traits that drive success. Matt also shares how AI will change financial services and practical advice for aspiring builders and data scientists.Key takeaways: Wealth management tech remains outdated — big opportunity for automation and unified consumer experiences. Gen Z and millennial investors will drive platform-led shifts in where wealth is held and how it's managed. AI will boost efficiency and personalization in financial services but must be balanced with human judgment. Early-stage investing favors founder vision, adaptability, and talent over short-term metrics.Don’t forget to subscribe for more thought-provoking episodes from "The Alternative Mason"!Connect with us below! Matt Ober on LinkedIn Social Leverage Subscribe to Matt's Newletter: The Roll Up Brittany Mason on LinkedIn Banríon Capital Management

Join host Brittany Mason as she sits down with renowned wealth advisor and financial therapist, Dr. Preston D. Cherry, author of "Wealth in the Key of Life." Join us as we delve into the concept of financial harmony and discover how Generation X can navigate challenges while aligning their wealth with their life's purpose.In this episode, Dr. Cherry, a proud member of Generation X, discusses the unique traits and hurdles faced by his generation, often dubbed the "forgotten generation." From growing up as latchkey kids to fostering resilience and skepticism, learn how these experiences influence their financial behaviors and retirement preparation.Inspired by the harmonies of Stevie Wonder, Dr. Cherry advocates for a holistic view of wealth, emphasizing that money should be seen as a partner in life. The conversation also touches on the power of change. Dr. Cherry shares personal stories of transformation and encourages listeners that it’s never too late to rewrite their financial narrative.Whether you identify as Gen X or belong to another generation, Dr. Cherry’s insights will inspire you to integrate your financial life with overall well-being.Key Takeaways: Embrace resilience and tailor financial decisions to personal goals. View money as an ally in achieving a fulfilling life. Understand that life’s journey is non-linear; change is always possible. Explore private investments and alternative opportunities to diversify and grow your financial portfolio.Don’t forget to subscribe for more thought-provoking episodes from "The Alternative Mason"!Connect with us below! Dr. Preston Cherry on LinkedIn Concurrent Wealth Management Buy Wealth in the Key of Life: Finding Your Financial Harmony  Brittany Mason on LinkedIn Banríon Capital Management

Join Brittany Mason in this enlightening episode of The Alternative Mason as she interviews Emily Binder, founder of Beetle Moment Marketing and Wealth Voice. They discuss the importance of having an informed point of view for building a strong brand, the evolving role of authenticity in content marketing, and strategies for overcoming a traumatic relationship with money. Emily also shares her journey into finance and marketing, the significance of self-advocacy, and the impact of AI on content creation.Key Takeaways: Developing a clear and informed point of view is crucial for differentiating your brand. Authenticity fosters trust and strengthens your connection with your audience. Starting investments early builds financial resilience and long-term wealth. Understanding and leveraging social media algorithms can boost your marketing efforts. Embracing mindfulness, meditation, and managing stress improves energy and productivity. Future trends include AI, cryptocurrency, and innovative content strategies.Connect with us below! Emily Binder on LinkedIn Beetle Moment Marketing Emily Binder's Website Brittany Mason on LinkedIn Banríon Capital Management

In this episode of The Alternative Mason, Brittany Mason chats with John Davi — founder of Astoria Portfolio Advisors and one of the sharpest minds in the ETF world. John shares how growing up in Queens shaped his hustle, how early stints at Merrill Lynch and Morgan Stanley fueled his love for markets, and what drove him to launch Astoria back in 2017.They dive into how Astoria blends macro insights with quantitative research, what it’s really like to build an independent firm from the ground up, and where John sees the next big wave — from alternative investments to the rise of AI in finance.Key Takeaways: Diversification is Crucial: It's the only free lunch in the market. A well-diversified portfolio can protect against market volatility. Blend of Macro and Quant: Astoria's approach of marrying macro insights with quantitative research offers a unique edge in financial strategies. Embrace Innovation: John Davi emphasizes the role of AI and crypto in modern investment strategies, highlighting their potential to transform portfolios. Calculated Risk-Taking: Davi advises taking calculated risks for higher rewards, a strategy that has propelled his success.Connect with us below! John Davi on LinkedIn  Astoria Portfolio Advisors Brittany Mason on LinkedIn Banríon Capital Management

Join Brittany Mason in this engaging episode of 'The Alternative Mason' as she sits down with Dennis Morton, co-founder of Morton Brown Family Wealth and an army veteran with a background in history. Dennis shares his unconventional path into the finance industry, discussing the importance of humanities education, his transition from the military to finance, and the founding and growth of Morton Brown Family Wealth. This discussion serves as an inspiring reminder that the financial industry is not solely about numbers—it's about people, leadership, and the ability to continuously evolve in a rapidly changing world.Key Takeaways: Human connection is paramount in the financial industry; understanding clients leads to meaningful relationships. Reinvention and adaptability are crucial for overcoming setbacks and seizing new opportunities. Alternative investments, such as private credit, offer valuable diversification and risk management options for clients. Foundational beliefs like "Reimagine, Simplify, and Thrive" can guide financial firms in crafting innovative and client-centric experiences.Connect with us below! Dennis Morton on LinkedIn Morton Brown Family Wealth Brittany Mason on LinkedIn Banríon Capital Management

What happens when a banker’s son builds a venture firm in a place most investors overlook? Brad Zapp, Cp-Founder, President and Head of Strategy & Marketing at Connetic Ventures, shares how rejection fueled his pivot into early-stage investing, eventually leading to Wendal, an AI-powered associate that reviews founders 24/7. With this remarkably innovative tool, Brad is reimagining who gets funded and who gets to invest. This episode unpacks how AI, behavioral science, and fund structure innovation are opening venture capital to a much broader audience.Key takeaways: AI can scale deal sourcing and diligence, even from outside traditional VC hubs. Psychometric screening helps identify unconventional but high-potential founders. Interval funds are breaking down access barriers for everyday investors.Connect with us below! Brad Zapp on LinkedIn Connetic Ventures Brittany Mason on LinkedIn Banríon Capital Management

Greg Friedman has a financial journey that starts in his early childhood, investing his birthday money, and has brought him to launching Peachtree Group in 2007. In this episode, he explains what he calls the Mispriced Risk Business and how he’s overseen $11 billion in real estate investments.Key takeaways: Greg’s first memories and how they shaped his entrepreneurial mindset. The difference between happiness and fulfillment. Mispriced risk and how to make money out of it. The importance of relationships for any business.Connect with us below! Greg Friedman on LinkedIn Peachtree Group Brittany Mason on LinkedIn Banríon Capital Management

What do elite school districts have to do with resilient real estate investing? In this episode, Sean O’Dowd, Managing Partner of Scholastic Capital, shares how his “Scholastic Thesis” turns high-demand education zones into a powerful, defensive investment strategy. With multi-year leases, strict buy-box criteria, and a data-driven mindset, his approach offers stability in uncertain markets. He also unpacks the growing insurance crisis in states like Florida and why it may reshape U.S. real estate for years to come.Key takeaways: Multi-year leases in elite school districts create predictable income and economic stability. A disciplined 17-point property selection process limits risk and maximizes tenant satisfaction. Skyrocketing insurance costs may spark major demographic shifts in the U.S. real estate market.Connect with us below! Sean O’Dowd on LinkedIn Scholastic Capital Brittany Mason on LinkedIn Banríon Capital Management

Connor Lapean, Investment Research Associate at Banríon Capital Management, opens up about breaking into alternative investments while still in college. From battling imposter syndrome to embracing AI and spotting opportunities in private credit, Connor shares what it really takes to earn trust and grow fast in a high-stakes industry.With a grounded mindset and a no-excuses attitude, he shows how Gen Z is reshaping finance—one bold move at a time.Connect with us below! Connor Lapean on LinkedIn Brittany Mason on LinkedIn Banríon Capital Management

This episode features Neil Azous, Founder and CIO at Rareview Capital, and his insights from working at Goldman Sachs and the evolution of investment management towards a more personalized, goals-driven approach.Neil breaks down:• His career journey from inspiration to industry expert• The importance of goals-based investment management• Emotional decision-making in finance• Global macro trading• The perception of risk and the mindset of underdog investorsConnect with us below! Neil Azous on LinkedIn Rareview Capital Brittany Mason on LinkedIn Banríon Capital Management

In this episode Brittany talks with Dr. Renée Baker, who shares her journey from corporate stability to entrepreneurial freedom, emphasizing the importance of courage, vulnerability, and financial education. She discusses strategies for preparing for financial emergencies, breaking the stigma around money conversations, and finding fulfillment in aligning one's passion with purpose.They break down:• Dr. Baker’s early money memories and their impact• The transition from corporate career to entrepreneurship• Essential attributes for becoming a successful entrepreneur• Importance of financial preparedness and emergency planning• Exploring alternative investments and market trends• Overcoming financial setbacks through resilience• Normalizing discussions about money in personal relationshipsConnect with us below! Dr. Renée Baker on LinkedIn The RBI Group Dr. Renée Baker’s website Brittany Mason on LinkedIn Banríon Capital Management

What do a fog machine, digital assets, and mentorship have in common? They’re all part of Jamie Hopkins’ journey in finance. From his childhood experiences with money to his career as foremost retirement expert, Jamie shares insights on building a secure financial future and shaping the next generation of advisors.Connect with us below! Jamie Hopkins on LinkedIn Bryn Mawr Trust Brittany Mason on LinkedIn Banríon Capital Management

In this episode, David Meyncke, Managing Director of Clough Capital Partners, shares his journey in finance. From his start at Dean Witter to leading growth and tech innovation in advisory services, he talks about the industry’s shift from commission-based to fee-based models, making investment more client-friendly. David also explains the rise of ETFs, why they’re popular, and how advisors can pick the right ones. He gives advice on leadership and teamwork, plus his thoughts on where the industry is headed with new tech, demographic shifts, and insights from leaders like Warren Buffett, Jamie Dimon, and Elon Musk.Connect with us below! David Meyncke on LinkedIn Clough Capital Partners Brittany Mason on LinkedIn Banríon Capital Management

How can a young professional build a network? Should they invest in the markets, or crypto? Luke Lloyd shares his journey from a blue-collar upbringing to building financial strategies for today’s economy. He talks about early lessons with his dad, the power of stepping out of comfort zones, and the importance of real connections and mentorship.We also explore new investment trends like AI, cryptocurrency, and sports investing, along with tips on staying balanced through mindfulness. Whether you're new to finance or experienced, this episode offers practical advice to grow your career and navigate the changing market.Connect with us below! Luke Lloyd on LinkedIn Strategic Wealth Partners Brittany Mason on LinkedIn Banríon Capital Management

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 19 "Understanding and Overcoming Financial Abuse" features  Jacqueline Schadeck, Founder of Golden Wealth Strategies. After witnessing her mother fall victim to poor financial advice that cost her family everything, Jacqueline Schadeck set out to become a go-to resource for financial guidance. She has helped high-net-worth clients keep and grow their assets over the past decade, and is now a trusted partner in creating generational wealth. Jacqueline is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional who helps individuals and families gain financial clarity. Offering both insurance and investment products and services, she believes people need comprehensive financial guidance to make the best decisions. Jacqueline has been asked to contribute to numerous media outlets, including CNBC, MarketWatch and Atlanta Business Chronicle. In any given week, you might find her leading financial education presentations for a local AARP chapter or explaining the tax code at a public library education session. She was even honored with the Impact Award by the Financial Planning Association of Georgia for her dedication to the industry. Jacqueline is also the host of PBS Atlanta's "My Money Mentors", a half-hour docu-reality series dedicated to making financial literacy enjoyable and empowering for young adults. In keeping with her desire to help others, Jacqueline gives back to her community by volunteering for various organizations. These include her church, several non-profits and her college alma mater, Kennesaw State University, where she played basketball for the Owls on scholarship and graduated cum laude with a bachelor’s degree in finance. Jacqueline is also a past board member for the Financial Planning Association of Georgia. Connect with Jacqueline: Learn More About Golden Wealth Strategies: Golden Wealth Strategies Connect with Jacqueline on Instagram: @jacquelineplans Connect with Jacqueline on 𝕏: @Jacquelineplans Connect with Jacqueline on LinkedIn: Jacqueline Schadeck   Check out Jacqueline's Show: My Money Mentors   Learn More About Banrion: Banrion Capital Management Follow Brittany on 𝕏: @Brittany_Mason Follow Banrion on 𝕏: @Banrion_Capital Subscribe to our YouTube Channel: @BanrionCapital Important Disclosures:  The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed du

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 18 "Supporting Small Business Through Micro Private Equity" features  Kyle Kuderewski, Operations Manager with WebStreet (formerly Empire Flippers Capital). Kyle blends expertise in passive investing, entrepreneurship, and alternative investments. With a background in engineering management and a master's in project management, Kyle offers a unique perspective. Transitioning from the corporate world to WebStreet, Kyle found his niche in online business investing, aligning his goals with the company's vision. As a key figure at WebStreet, he spearheads efforts to make online businesses a viable passive investment option for accredited investors. Connect with Kyle: Learn More About WebStreet: WebStreet Follow WebStreet on 𝕏: @WebStreetLLC Connect with Kyle on LinkedIn: Kyle Kuderewski   Learn More About Banrion: Banrion Capital Management Follow Brittany on 𝕏: @Brittany_Mason Follow Banrion on 𝕏: @Banrion_Capital Subscribe to our YouTube Channel: @BanrionCapital   Important Disclosures:  The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Banrion Capital Management or its affiliates. This information is intended to provide educational value, highlight issues and should not be considered advice, an endorsement or a recommendation. All Banrion Capital trademarks mentioned are owned by Banrion Capital Management, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective comp

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 17 "The Psychology of Investing" features  Eben Burr, President of Toews Asset Management. As President of Toews Eben helps oversee the culture and direction of the firm which specializes in creating strategies designed with the clients financial and emotional wellbeing in mind. Eben advocates bringing behavioral psychology, introspection, and empathy into portfolio construction, planning, and communication.    Eben is a lecturer and coach of applied behavioral finance as part of the Toews Managing Investor Behavior™ program. He also facilitates communications between the investment management team at Toews and its partners and producing advisors. He holds the Series 7, 65, & 63 licenses. Prior to joining Toews, Eben was the principal of the Burr Tibbs Group, consulting for private equity and high net worth individuals in New York City real estate. Mr. Burr graduated from Oberlin College with a BA in history in 1995, attended architecture school in Paris at L’Ecole Bleue and received a Master’s Degree from Pratt in New York City in 1999. He is currently attending Kansas State University where he is pursuing a graduate certificate to become a Certified Financial Therapist, expanding on his experience to learn to train professionals who want to improve clients’ financial health by integrating relational, behavioral, cognitive and emotional elements with personal finance. He lives in Manhattan with his wife and son and lots of guitars. Connect with Eben Learn More About Toews Asset Management: Toews Corporation Follow Toews on 𝕏: @toewscorp Connect with Eben on 𝕏: @ebenburr Connect with Eben on LinkedIn: Eben Burr Learn More About Banrion: Banrion Capital Management Follow Brittany on 𝕏: @Brittany_Mason Follow Banrion on 𝕏: @Banrion_Capital Subscribe to our YouTube Channel: @BanrionCapital   Important Disclosures:  The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they d

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 16 "New Opportunities in Commercial Real Estate" features Cory Johnson, Co-Founder & CEO of Pender Capital. Cory Johnson serves as Chief Executive Officer of Pender Capital and brings over 20 years of experience in real estate acquisition, development, finance, and asset management. Mr. Johnson co-founded Pender Capital Management in 2015 and is responsible for the firm’s strategic vision and financial success. The firm is an SEC-registered investment advisor, specialized in U.S. based real estate credit opportunities. Since inception, the firm has funded over $676,900,000 in loans, secured by commercial real property collateral valued in excess of $1,060,676,301*. Prior to Pender Capital, Mr. Johnson founded several opportunistic real estate funds, which deployed value-add strategies through asset repositioning, while maintaining attractive risk-adjusted returns for investors. In 2012, Mr. Johnson co-founded Latitude Properties, LLC, a vertically integrated real estate investment firm focused on the acquisition, stabilization, and disposition of distressed single-family residences throughout Central and Southern California.  In 2008, Mr. Johnson served as Managing Partner and Co-Founder of Paladar Capital Investments, L.P., and Montero Capital, LLC, with each fund specializing in the acquisition and repositioning of distressed single-family residential assets.  From 2006 to 2008, Mr. Johnson served as land acquisition manager for M.D.C. Holdings, Inc., the nation’s 9th largest homebuilder at the time, where he was responsible for acquiring prospective development sites based on suitability requirements. From 2002 to 2005, Mr. Johnson served as a business development representative for Weyerhaeuser Mortgage Company, a GE Consumer Finance company. During his tenure at GE Consumer Finance, Mr. Johnson’s team originated more than $525 million in residential debt.  Mr. Johnson holds a bachelor’s degree in economics from the University of California, Santa Barbara. *The aforementioned collateral value is based on the value of the property at the time of origination, with funding issued through Pender Capital Asset Based Lending Fund I, L.P. (together with any of its affiliates), Pender Capital Management’s inaugural fund. Connect with Cory: Learn More About Pender Capital: Pender Capital Connect with Cory on LinkedIn: Cory Johnson Learn More About Banrion: Banrion Capital Management Follow Brittany on 𝕏: @Brittany_Mason Follow Banrion on 𝕏: @Banrion_Capital Subscribe to our YouTube Channel: @BanrionCapital Important Disclosures:  The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any p

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 15 "Alternatives Simplified" features Bobbi Ivanova, Managing Director & Investment Strategist with Simplify Asset Management. Bobbi started her career as a risk manager at Goldman Sachs focusing on OTC FX and Interest rates instruments within the interbank channel. She then pivoted to the asset management arm of Goldman Sachs distributing investment strategies across various institutional investors including consultants, corporates, pension plans, and asset managers. Bobbi was overseeing 30bn in AUM on behalf of Goldman Sachs institutional clients. Afterward, she moved to New Zealand to pursue her MBA degree and was a Business Development Manager for a rapidly growing startup TAMP working closely with financial advisors. Bobbi holds an MBA from the University of Canterbury, a bachelor's degree from International Business School, and is a CFA and CAIA charterholder. Bobbi and her husband spend the weekends with their two boys enjoying the great outdoor activities in Utah. Connect with Bobbi Learn More About Simplify Asset Management: Simplify Asset Management Follow Simplify on 𝕏: @SimplifyAsstMgt Check out Simplify's YouTube Channel: @SimplifyAssetManagement Connect with Bobbi on LinkedIn: Bobbi Ivanova Connect with Bobbi on 𝕏: @ivanovabobbi Learn More About Banrion: Banrion Capital Management Follow Brittany on 𝕏: @Brittany_Mason Follow Banrion on 𝕏: @Banrion_Capital Subscribe to our YouTube Channel: @BanrionCapital   Important Disclosures:  The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary pros

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 14 "Financial Education for the Tik Tok Generation" features Kristen Kelly & Jen Saarbach, founders of The Wall Street Skinny. Kristen and Jen are two lifelong friends and proud nerds. They grew up pursuing other academic interests, but found their way into the financial services industry. They are podcasters, teachers, mentors, and community builders looking to inspire, educate, and entertain the next generation. Kristen Kelly has spent over 15 years working and teaching in the financial services industry. After graduating from Brown University with a Bachelor’s Degree in Biomedical and Mechanical Engineering, and a Master’s Degree in Innovation, Management and Entrepreneurship (PRIME), she started her career at Morgan Stanley in New York City where she worked in the Fixed Income Sales and Trading Division on the CDO Structuring desk, on the Equity Linked Products and Project Finance desks in Global Capital Markets, and in the Financial Sponsors Group within the Investment Banking Division. Because her passion has always been teaching, she decided to make the jump to a role in training and education and then spent over a decade at Training The Street (TTS), a leading global financial training firm before leaving to start The Wall Street Skinny with her best friend Jen. She has trained incoming analysts and associates at top tier investment banks, private equity mega funds, Fortune 500 companies, universities, and business schools all over the world. Kristen is a mom to three girls (5 and under) and after spending 17 years in NYC, including five of those with kids, is making the move to a house with more space Boston, Massachusetts. Jen Saarbach has spent nearly a decade working and teaching on Wall Street. After graduating from Princeton University with a degree in English, Jen leveraged her summer internship in Fixed Income Sales & Trading to land a full time job as an Interest Rates Derivatives specialist at Lehman Brothers. Jen spent the remainder of her career at Barclays Capital and Morgan Stanley, where she covered some of the world's largest hedge funds, asset managers, bank portfolios, mortgage servicers, pension funds, and insurance companies. As someone who entered the financial services industry without a background in finance, Jen is passionate about democratizing access to Wall Street for EVERYONE. Co-founding The Wall Street Skinny with her best friend, Kristen, has enabled her to share her knowledge and expertise with the next generation. Jen also brings a talent for creative writing to an industry that can be -- let's face it --a little dry! Jen is a mom to two boys and a Border Collie rescue dog in Charlotte North Carolina. She also has ten years of experience investing in and brokering residential real estate transactions. Connect with The Wall Street Skinny: Learn More About The Wall Street Skinny: The Wall Street Skinny Connect on Instagram: The Wall Street Skinny LinkedIn: Kristen K

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 13 "Growing Up Banking" features Jamie Shulman, Co-Founder and Fund Manager at Meriwether Group Capital A banking veteran with more than 25 years of lending and management experience, Jamie brings an entrepreneur’s level of energy, engagement and creativity to Meriwether Group Capital. Jamie’s diverse experience in management, mentorship and strategic business planning for growing companies makes him an invaluable and trusted advisor, going far beyond the boundaries of traditional lending. Over the years, Jamie has built a reputation as a highly effective change agent, able to help founders and business leaders realize their companies’ potential through sound strategy, P&L oversight, and all areas of financial analysis and guidance. This high-level overview gives Jamie unparalleled insight into the opportunities and challenges of the targeted lower middle market businesses and will be a critical factor in MWGC’s ability to select the best possible slate of borrowers for the Hero Fund. Jamie’s experience spans commercial banking, middle-market banking, retail banking and community banking with an emphasis on commercial & industrial and commercial real estate operations. Having spent 35 years in the Seattle and Portland markets, he offers a familiarity with the region that enhances MWGC’s understanding of the circumstances and hurdles of growing a business in the Pacific Northwest. Off the clock, Jamie’s enthusiasms include mixology and BBQ (especially when they come together), rabid fandom for the Seahawks, and taking time to recharge with the family along the Pacific Coast. He spends significant time in the non-profit world, contributing his expertise to multiple community organizations. Connect with Jamie Learn More About Meriwether Group Capital: MGC Website LinkedIn: Jamie Shulman Connect with Jamie on 𝕏: @jamieshulmanpdx Learn More About Banrion: Banrion Capital Management Follow Brittany on 𝕏: @Brittany_Mason Follow Banrion on 𝕏: @Banrion_Capital Subscribe to our YouTube Channel: @BanrionCapital   Important Disclosures:  The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing inv

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 12 "No BS Weath" features Stoy Hall, Founder & CEO of Black Mammoth, a modern family office & holistic financial planning firm. Born and raised in Omaha, Nebraska, Stoy went to college in Des Moines, Iowa, graduating from Drake University with a BSBA in finance and a minor in business law and insurance. In addition to being a four- year letter winner for the Bulldogs during college, Stoy worked at the Boys and Girls Club of Central Iowa as the professional teen development officer. This experience led him to choose a career in financial planning and wealth management.  Stoy’s motto: "Ridding the world of financial illiteracy," came from personal experience. It is his personal belief that financial literacy shouldn’t be limited to the ultra-wealthy, and it is his personal mission to end financial illiteracy in the general population. Stoy is as active in the community as he is in his business, participating in events and seminars that include Females & Finance and the Black and Brown Business Summit. Connect With Stoy No BS Wealth Podcast Stoy Hall on LinkedIn Stoy Hall on 𝕏  Learn more about Black Mammoth Learn More About Banrion: Banrion Capital Management Follow Brittany on 𝕏: @Brittany_Mason Follow Banrion on 𝕏: @Banrion_Capital Subscribe to our YouTube Channel: @BanrionCapital Important Disclosures: The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program may be participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Banrion Capital Manage

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 11 "Matters of Diversity" features Jeff Thomas, National Director of Advisor Advocacy at Swan Global Investments. Jeff transitioned from a fourth generation Lobster Fisherman to a Financial Advisor, drawing from his early entrepreneurial experiences and market insights. In addition to his leadership role at Swan Global Investments, he is the Creator & Host of the renowned Investment Masterminds Podcastinar Series, facilitating discussions on various financial topics, notably Alternative Investments. Jeff is an active advocate for diversity and equality in the financial sector, contributing as a mentor to the FinServ Foundation and holding a leadership position in Females & Finance. He resides near Boston, Massachusetts, with his family. Connect With Jeff Investment Masterminds Jeff Thomas on LinkedIn Jeff Thomas on 𝕏 Learn more about Swan Global Learn more Females and Finance Learn More About Banrion: Banrion Capital Management Follow Brittany on 𝕏: @Brittany_Mason Follow Banrion on 𝕏: @Banrion_Capital Subscribe to our YouTube Channel: @BanrionCapital Important Disclosures: The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program may be participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Statements attributed to an individual represent the opinions of that individual as of th

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 10 "The Behavioral Investor" Features Dr. Daniel Crosby, best selling author and Chief Behavioral Officer at Orion Advisor Solutions. In his role at Orion, Dr. Crosby develops behavioral tools, training, and technology for financial advisors to allow for the practical application of behavioral science. Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making.  Daniel was named one of the “12 Thinkers to Watch” by Monster.com, a “Financial Blogger You Should Be Reading” by AARP and a member of InvestmentNews prestigious "40 Under 40". When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children. He is also the host of the hit podcast, "Standard Deviations". Connect With Dr. Daniel Crosby Standard Deviations Podcast Dr. Daniel Crosby on LinkedIn Dr. Daniel Crosby on 𝕏 Dr. Daniel Crosby on Instagram Dr. Daniel Crosby on YouTube Learn More About Banrion: Banrion Capital Management Follow Brittany on 𝕏: @Brittany_Mason Follow Banrion on 𝕏: @Banrion_Capital Subscribe to our YouTube Channel: @BanrionCapital Important Disclosures: The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program may be participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves ris

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 9 "Return Stacking" Features Corey Hoffstein, co-founder of and Chief Investment Officer at Newfound Research.  Founded in 2008, Newfound Research LLC is a quantitative investment and research firm dedicated to helping investors pro-actively navigate the risks of investing by unlocking the benefits of diversification through Return Stacking™. The firm manages a variety of alternative strategies and capital efficient solutions that allow investors to implement Return Stacking™ concepts.  At Newfound, Corey oversees quantitative research and overall corporate strategy. In addition to his role at Newfound, Corey is passionate about research, his work on liquidity cascades & rebalance timing luck has been published in industry journals. He is a highly sought after industry speaker, media contributor and the host of the "Flirting with Models" Podcast. Corey holds a B.S. in Computer Science from Cornell University and an M.S. in Computational Finance from Carnegie Mellon University. Connect With Corey Hoffstein Flirting with Models Podcast Corey Hoffstein on LinkedIn Corey Hoffstein on 𝕏 Learn More About Banrion: Banrion Capital Management Follow Brittany on 𝕏: @Brittany_Mason Follow Banrion on 𝕏: @Banrion_Capital Subscribe to our YouTube Channel: @QueenofAlts Important Disclosures: The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program may be participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 8 "Alternative Investment Mega Trends" Features Andy Hagans. Andy Hagans is a two-decade serial entrepreneur who helps High Net Worth Investors (HNWIs) protect and grow their wealth with alternative investments. After founding, scaling and selling four different seven- and eight-figure businesses (including ETFdb, now part of VettaFi) to private equity buyers, he realized that there was more potential profit to be made on the buying side of private equity. He went on to purchase multiple businesses through private equity partnerships, and now partners with talented entrepreneurs and real estate developers through GP, Co-GP, and LP investments. Andy is a co-founder of WealthChannel, the leading community for HNWIs who are placing capital in alternative investments. Andy also hosts The Alternative Investment Podcast, the #1 alts podcast reaching advisors, family offices, and High Net Worth Investors. In the show, he interviews asset managers, family offices, and industry thought leaders, as they discuss the most effective strategies to grow generational wealth. Andy graduated from the University of Notre Dame, and resides in Michigan with his wife and five children. Connect With Andy Hagans The Alternative Investment Podcast on Apple Podcasts The Alternative Investment Podcast on Spotify Andy Hagans on LinkedIn Andy Hagans on 𝕏 Learn More About Banrion: Banrion Capital Management Follow Brittany on 𝕏: @Brittany_Mason Follow Banrion on 𝕏: @Banrion_Capital Subscribe to our YouTube Channel: @QueenofAlts Important Disclosures: The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program may be participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 7 "The Evolution of the 60-40" Features Dan Harms. Dan Harms is Founder and CEO of Third Wire Asset Management. Third Wire Asset Management provides turn-key risk managed alternative investment portfolios for accredited investors built with advisors in mind. Brittany and Dan discuss the importance of providing advisors access and education for alternative investments.  In addition to being the CEO & Co-founder of Third Wire Asset Management (TWAM). Dan is also Co-chair of the TWAM Investment Committee. Having spent 19 years in various wealth management roles, Dan leads TWAM with a deep knowledge base of portfolio construction & alternative investments, along with a healthy dose of cynicism toward wirehouses. Prior to founding TWAM, Dan operated a proprietary trading platform across 40+ futures markets. Additionally, Dan was a Partner and Co-founder of a Chicago-based independent RIA, a firm with expertise in providing wealth management for ultra high net worth clients. He has also led a $140mm single family office, managing both sides of the balance sheet, which primarily focused on high-end investment management, complex estate planning, and tax strategy. Dan began his career in wealth management at Smith Barney advising high net worth families while also conducting equity research & trading for a resident portfolio manager. Connect with Dan on LinkedIn: Daniel Harms Learn More About Banrion: Banrion Capital Management Follow Brittany on 𝕏: @Brittany_Mason Follow Banrion on 𝕏: @Banrion_Capital Subscribe to our YouTube Channel: @QueenofAlts Important Disclosures:  The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program may be participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and sho

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 6 "Breaking Down Barriers" Features Kelly Ann Winget.  Kelly Ann Winget is the Founder of the Dallas-based private equity company, Alternative Wealth Partners (AWP). Alternative Wealth Partners provides access to digestible information about alternative investments and educates investors about the opportunities available off Wall Street. AWP expertly sources alternative investments that give investors unmatched access to real returns. Kelly is also the author of "Pitch The Bitch: Grab Your Financial Future By The Bags". Don’t pitch the bitch” is a phrase popularized by the movie Boiler Room (2000), advising stockbrokers not to try to sell to women. Pitch the Bitch walks through the female experience in the investment world, on both sides of the financial transaction. Kelly Ann Winget recounts her journey—from selling car washes as a teenager to her career today as the only millennial, LGBTQ+ manager of a solo-female-founded private equity fund—to help women understand why the investment wealth gap exists and how to close it. The daughter of a fifth-generation oil and gas family with assets in Louisiana, Oklahoma, and Texas, Kelly Ann has over a decade of experience in the alternative investment space sourcing creative capital for startups, oil and gas companies, manufacturing ventures, real estate, and several other emerging markets on behalf of high net worth/income clients. Over her career, she has successfully raised almost $1 billion in private capital for private placement opportunities. After a decade of building other firm's reputations, she formed AWP in 2020 to offer clients the best of what the private market can offer. Her background and experience allow her to relate easily to a wide range of investors, helping her communicate and manage investors’ goals. Now, she leverages her own reputation in the industry to get exclusive access to private investments. Kelly Ann offers investors the opportunity to diversify across the board with a single investment through targeted private equity funds, which is for accredited investors who are looking for a diversified portfolio of alternative, tax-advantaged and high-yielding investments. AWP Offers funds that range from completely diversified private equity to tax-advantaged, energy, and real estate funds. Kelly Ann gives back to the community in areas that have been lifelong interests. As a teen, she competed in the National Forensics League; now she donates her time to the organization, judging local and national tournaments and helping students prepare for competition. In addition, she spearheads fundraisers for children’s causes, particularly health, including Wipe Out Kids’ Cancer. She is also a partner and speaker with Diversity Crew, an organization focused on providing corporate diversity, equity, and inclusion programming while improving bottom-line results. In her spare time, Kelly Ann enjoys travel, her family, and her two big cuddly dogs. A foodie, she is always on the search for a new creative restaurant. Learn More about Alternative Wealth Partners (AWP) Learn More about Kelly Ann Winget Follow on LinkedIn Kelly Ann Winget Buy Kelly's Book: Pitch the Bitch: Financial Future by the Bags Host Brit

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 5 "The Authentic Advisor" features  Vance Barse, CPWA®, AIF® , Wealth Strategist & Founder of Your Dedicated Fiduciary®.  Vance graduated from the University of Maryland with a B.S. in Neurobiology & Neurophysiology. He began his career in financial services with Altegris Investments as Regional Director of Intermediary Relationships. He consulted leading private wealth management firms and financial advisors across the nation. Vance brings a unique perspective on wealth management as he’s seen the business from the inside. At Altegris, his clients were leading financial advisors at banks such as Merrill Lynch, Morgan Stanley, and UBS; independent broker-dealers such as LPL, Ameriprise, and Raymond James; registered investment advisers; and family offices. This has allowed him the deep expertise in services and strategies that financial advisors offer – and, more importantly, the services and strategies they often don’t offer. Who you have serving you can make a big difference, particularly when it comes to complex planning strategies.  After nearly a decade in his role with Altegris, Vance became a financial planner and founded Your Dedicated Fiduciary® with the desire to positively impact those he serves by filling in the gaps often left behind by other advisors. Learn More about Your Dedicated Fiduciary Follow on LinkedIn Vance Barse Follow on 𝕏 @VanceBarse Subscribe to Vance's YouTube Channel @yourdedicatedfiduciary Host Brittany Mason’s diverse background has given her a unique perspective stepping in to the role as Chief of Staff at Banríon Capital. Throughout her career she has embraced challenging projects proving her ability to lead the development and the successful launch of brands. From staffing, branding, and marketing, Brittany has spent the last 20 years working in the fashion and entertainment industry with some of the world’s most iconic brands. This includes but not limited to event management and production for high scale events like the Superbowl, Indianapolis 500, TAO Group, NYFW, Miami Fashion Week, product launches at Salesforce’s Dreamforce, CES, and partnerships with brands such as John Frieda, Eleven Australia, and Valentino. Her extensive work in the industry motivated Brittany to produce her own events. In 2013 her first directorial project was to spread awareness for Prostate Cancer. This 1 minute campaign video reached 13 million in just a few short weeks. This is when Brittany began producing charity fashion shows and coaching young entrepreneurs under her brand MOXIE Media. In Just one year Brittany worked with approximately 100 thousand students. In 2017 Brittany launched MOXIE Media Productions in Ireland, becoming the Director and license holder of Miss Universe Ireland.  Brittany is known for the rebrand and launch of the Universe brand in Ireland and over the course of 5 years built a historical track record for the country that earned several global awards. Miss Universe Ireland became one of the country’s most exclusive and sought out events to attend. In 2019 MOXIE Media gained the right to Miss Indiana USA and Miss Indiana Teen USA making it the first production company in history to participa

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 3 "Democratizing Access to Venture Capital" features Dave Thornton, Co-Founder, CEO & CIO of Vested, one of Banrion Capital's partner asset managers. Vested is pioneering index-like exposure to the VC asset class, across company stage, sector, and founding year. Vested acquires its exposure by providing funding to the departing employees of VC-backed companies, who find themselves in the acute distress of having 90 days to find the money to exercise their expiring stock options. This revolutionary approach allows Vested to provide liquidity for startup employees and along the way democratize access for investors to access the beta of venture capital unlike it’s ever been done before. Dave is Vested’s Chief Executive Officer and Chief Investment Officer. For the last 11 years, Dave has been a serial entrepreneur. His most notable accomplishments include the founding and successful sale of PatientFinder, and his collaboration with Emilio Seijo (a Principal Quantitative Strategist at Vested) in the creation of a real-time illiquid asset pricing model which is algo-trading a $300M book at a name-brand bank. Dave also spent time building the systems at a hedge fund within Citigroup, and worked as a Program Manager at Microsoft. Dave received a BAS in Computer Science from the University of Pennsylvania’s School of Engineering and Applied Science and a BS in Economics with a concentration in Decision Processes from the University of Pennsylvania’s Wharton School. Dave earned a JD from Georgetown University. Learn More About Vested: Vested Investor Site LinkedIn: Dave J Thornton Host Brittany Mason’s diverse background has given her a unique perspective stepping in to the role as Chief of Staff at Banríon Capital. Throughout her career she has embraced challenging projects proving her ability to lead the development and the successful launch of brands. From staffing, branding, and marketing, Brittany has spent the last 20 years working in the fashion and entertainment industry with some of the world’s most iconic brands. This includes but not limited to event management and production for high scale events like the Superbowl, Indianapolis 500, TAO Group, NYFW, Miami Fashion Week, product launches at Salesforce’s Dreamforce, CES, and partnerships with brands such as John Frieda, Eleven Australia, and Valentino. Her extensive work in the industry motivated Brittany to produce her own events. In 2013 her first directorial project was to spread awareness for Prostate Cancer. This 1 minute campaign video reached 13 million in just a few short weeks. This is when Brittany began producing charity fashion shows and coaching young entrepreneurs under her brand MOXIE Media. In Just one year Brittany worked with approximately 100 thousand students. In 2017 Brittany launched MOXIE Media Productions in Ireland, becoming the Director and license holder of Miss Universe Ireland.  Brittany is known for the rebrand and launch of the Universe brand in Ireland and over the course of 5 years built a historical track record for the country that earned several global awards. Miss Universe Ireland became one of the country’s most exclusive and sought out events to attend. In 2019 MOXIE Media gained the right to Miss Indiana USA and Miss Indiana Teen USA making it the first production company in history to participate in the 3 largest competitions year after year; M

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 2 "Better than Alpha" features alternative investment thought leader and author, Christopher Schelling. Chris Schelling is an investor, advisor and published author. With degrees in psychology, business, and finance, Chris is an expert at incorporating insights from behavioral finance into investment decision making. He is also currently a contributing columnist for Institutional Investor and has authored over 60 articles on investing. As an institutional investor, Chris has allocated roughly $6 billion and met with over 3,500 managers across hedge funds, real assets, private credit, and private equity funds. Previously, Chris was Chief Investment Strategist of Venturi Private Wealth, Director of Private Equity at the Texas Municipal Retirement System, Deputy Chief Investment Officer at the Kentucky Retirement Systems, and an adjunct Professor of Finance at the University of Kentucky. In his book "Better than Alpha: Three Steps to Capturing Excess Returns in a Changing World" Chris explains why strategies based on “beating the markets” are doomed to failure and provides a simple three-step framework for making better investment decisions: Behavior (smart thinking), Process (smart habits), Organization (smart governance). He explains why the search for alpha is destined to fail, the major role behavioral finance plays in so much wasted time, effort, and money, and, most important, how to avoid common mistakes and maximize your efforts.  Buy "Better than Alpha"  Follow Chris on 𝕏: @schelling_chris Host Brittany Mason’s diverse background has given her a unique perspective stepping in to the role as Chief of Staff at Banríon Capital. Throughout her career she has embraced challenging projects proving her ability to lead the development and the successful launch of brands. From staffing, branding, and marketing, Brittany has spent the last 20 years working in the fashion and entertainment industry with some of the world’s most iconic brands. This includes but not limited to event management and production for high scale events like the Superbowl, Indianapolis 500, TAO Group, NYFW, Miami Fashion Week, product launches at Salesforce’s Dreamforce, CES, and partnerships with brands such as John Frieda, Eleven Australia, and Valentino. Her extensive work in the industry motivated Brittany to produce her own events. In 2013 her first directorial project was to spread awareness for Prostate Cancer. This 1 minute campaign video reached 13 million in just a few short weeks. This is when Brittany began producing charity fashion shows and coaching young entrepreneurs under her brand MOXIE Media. In Just one year Brittany worked with approximately 100 thousand students. In 2017 Brittany launched MOXIE Media Productions in Ireland, becoming the Director and license holder of Miss Universe Ireland.  Brittany is known for the rebrand and launch of the Universe brand in Ireland and over the course of 5 years built a historical track record for the country that earned several global awards. Miss Universe Ireland became one of the country’s most exclusive and sought out events to attend. In 2019 MOXIE Media gained the right to Miss Indiana USA and Miss Indiana Teen USA making it the first production company in history to participate in the 3 largest competitions year after year; Miss Teen USA, Miss USA, and Miss Universe. Through her work she has shown her commitment to creating career opportuni

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Our first guest is Aaron Filbeck, Managing Director and Head of UniFi by CAIA. As Managing Director and Head of UniFi by CAIA™ , Aaron oversees content and product strategy for the UniFi by CAIA™ Program. Prior to this, Aaron was responsible for the strategic direction of CAIA Association's content agenda, thought leadership, and member education initiatives, and supported content development for the CAIA Charter Program. His work has been published by Oxford University Press and The Journal of Investing, and covers topics such as ESG/sustainable investing, liquid alternatives, commodities, and asset pricing/factor investing. He is a frequent writer and speaker on these topics. Aaron’s practitioner experience lies in private wealth management, where he served as portfolio manager, overseeing asset allocation, portfolio construction, and manager research efforts for high-net-worth individuals and institutional retirement plans.  He earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. He holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM), Financial Data Professional (FDP) designations, is a CERTIFIED FINANCIAL PLANNER™, and holds the the CFA Institute's Certificate in ESG Investing. He is a Past President of CFA Society Columbus and serves on the CFA Society Philadelphia Programs Committee. Aaron is an adjunct professor and serves on multiple advisory boards for Penn State University. Host Brittany Mason’s diverse background has given her a unique perspective stepping in to the role as Chief of Staff at Banríon Capital. Throughout her career she has embraced challenging projects proving her ability to lead the development and the successful launch of brands. From staffing, branding, and marketing, Brittany has spent the last 20 years working in the fashion and entertainment industry with some of the world’s most iconic brands. This includes but not limited to event management and production for high scale events like the Superbowl, Indianapolis 500, TAO Group, NYFW, Miami Fashion Week, product launches at Salesforce’s Dreamforce, CES, and partnerships with brands such as John Frieda, Eleven Australia, and Valentino. Her extensive work in the industry motivated Brittany to produce her own events. In 2013 her first directorial project was to spread awareness for Prostate Cancer. This 1 minute campaign video reached 13 million in just a few short weeks. This is when Brittany began producing charity fashion shows and coaching young entrepreneurs under her brand MOXIE Media. In Just one year Brittany worked with approximately 100 thousand students. In 2017 Brittany launched MOXIE Media Productions in Ireland, becoming the Director and license holder of Miss Universe Ireland.  Brittany is known for the rebrand and launch of the Universe brand in Ireland and over the course of 5 years built a historical track record for the country that earned several global awards. Miss Universe Ireland became one of the country’s most exclusive and sought out events to attend. In 2019 MOXIE Media gained the right to Miss Indiana USA and Miss Indiana Teen USA making it the first production company in history to participate in the 3 largest competitions year after year; Miss Teen USA, Miss USA, and Miss Universe. Through her work she has shown her commitment to creating career opportunities and empowering others, especially women to become leaders within their own communities.