Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.
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The Black Swans Podcast: The show that spotlights women in finance.
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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.
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Welcome to The Weekly Fintape, a show where we highlight some of the biggest hits in Finance. Each week, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices for leveraging technology, boosting financial literacy, adopting new marketing strategies, and implementing disruptive practices within financial services. So, grab your headphones, it's time to rock out on The Weekly Fintape.
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The Phil Bak Podcast takes you deep into the worlds of economics, investing and entrepreneurship as Phil talks to the innovators who challenge conventional thinking and exploring the narratives that are driving market moves.
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The More We Know. The More We Grow. Join Meer as he interviews experts in a plethora of different industries- using their interview to provide you real life mentorship. My mission is simple- not everyone has a mentor or the luxury to have the network to find one. In one hour or less I promise to provide you real value with a mentor in your pocket. These are not regular interviews- these interviews are tailored for you, getting answers and education you would get as if the guest was your PERS ...
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Ever wondered how financial services could better serve their customers by truly understanding their needs and values? This week, Marla Sofer, the visionary founder and CEO of Knomee, joins “The Weekly Fintape.” With experience at JP Morgan, BlackRock, and Microsoft, Marla shares insights on transforming the industry. Marla addresses financial stre…
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1
Cameo Roberson on Challenges to Triumphs in Financial Services
17:43
17:43
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This week, Cameo Roberson, Founder and CEO of Atlas Park Consulting, joins “The Weekly Fintape” and shares her strategies for creating structure in the midst of rapid growth, by establishing repeatable processes, strategic hiring, and effective team management. Cameo also offers invaluable advice on how to stay emotionally available for your team a…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 19 | Understanding and Overcoming Financial Abuse Featuring Jacqueline Schadeck
42:05
42:05
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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…
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1
Laine Schoneberger and Wendy Kay Avery on Yrefy's Innovative Solution for Student Loan Debt
47:34
47:34
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This week, Laine Schoneberger and Wendy Kay Avery from Yrefy join “The Weekly Fintape” to discuss how Yrefy is transforming the landscape of private student loan debt. They shed light on their innovative approach to refinancing distressed student loans, explaining how Yrefy offers borrowers a path to financial stability with fixed interest rates an…
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1
Kendra Wright on Her Journey as the Rock & Roll Kid of Finance
33:40
33:40
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This week, Kendra Wright joins “The Weekly Fintape” as we discuss her journey from the rock and roll industry to the world of finance. Kendra’s extensive experience in the financial industry gives listeners valuable insights on building a business that aligns with your personal values and strengths. Our conversation reveals the secrets behind secur…
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1
Ed Coambs on Financial Intimacy and Open Communication
25:16
25:16
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This week, Ed Coambs, thought leader in financial therapy and the host of the "Healthy Love and Money" podcast joins “The Weekly Fintape” and shares his expertise on how to communicate about money openly with those who matter most in your life. We dive deep into the concepts of financial intimacy, addressing the anxiety and loneliness that can ofte…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 18 | Supporting Small Business Through Micro Private Equity featuring Kyle Kuderewski
36:37
36:37
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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…
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1
What's the Alternative? | Episode 14 | The Smoothing Effect featuring Cliff Asness
50:58
50:58
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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1
Breanna Blaney on Redefining Wealth and Harmony
21:00
21:00
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Ever wondered how to transform your relationship with money and find true fulfillment in your financial journey? Join us as we chat with Breanna Blaney, Director and VP of Life Invested at Dimensional Fund Advisors, who brings a fresh perspective to financial planning. Breanna shares her unique approach to aligning financial goals with personal pas…
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1
Cary Carbonaro on Empowering Women Through Financial Literacy and Tools
21:59
21:59
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This week, we sit down with Cary Carbonaro, an award winning financial advisor, women and wealth expert and author. We learned about her strategies for debunking financial myths and leveraging social media for consumer education. Cary emphasizes inclusivity in finance for women as they approach controlling two-thirds of the nation's wealth by 2030.…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 | The Psychology of Investing featuring Eben Burr
46:11
46:11
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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…
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1
Scott Frank on Mastering Empathy and Authenticity in Financial Planning
26:04
26:04
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Want to deepen your understanding and connection with your financial clients? Setting aside personal biases and focusing on clients' passions is key to effective financial planning. Join us for a transformative episode of “The Weekly Fintape” featuring Scott Frank, founder of Stone Steps Financial and co-host of the Real Personal Finance podcast, a…
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1
Dr. Craig Lemoine & Ailie Elmore: From Dirt to Derivatives
33:36
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On this week's episode, we explore the intersection of financial advising and farming with Dr. Craig Lemoine and Ailie Elmore, hosts of the Land & Everything Else podcast. Discover how their Agriculture Focus Financial Planning Designation is reshaping the industry and gain insights into Dr. Craig's innovative business philosophy. We'll dive into s…
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1
Dr. Anthony Chan on Unraveling Consumer Pessimism – Economic Realities, Media Bias, and the Future of Work
41:17
41:17
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Ever wondered why consumer confidence lags behind economic growth? Join us on this episode of “The Weekly Fintape” as we dive deep with Dr. Anthony Chan, former Chief Economist at JPMorgan Chase, current Substack writer and podcast co-host of Legacy Lessons. Discover how he navigates unbiased economic analysis, shedding light on why 63% still view …
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1
Shana Orczyk Sissel on Empowering Advisors with Alternative Investments and Personal Strength
23:54
23:54
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Ever wondered how resilience and leadership can transform both personal challenges and business innovation? Join us as Shana Orcyk Sissel, founder and CEO of Banríon Capital Management, shares her inspiring journey battling stage four breast cancer and a spinal tumor while guiding her firm to new heights. How has her experience shaped Banríon’s app…
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What's the Alternative? | Episode 13 | Micro Private Equity: Investing in Small Business featuring Mike Vranjkovic
42:33
42:33
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42:33
Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 16 | New Opportunities in Commercial Real Estate Featuring Cory Johnson
48:35
48:35
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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…
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1
What's the Alternative? | Episode 12 | Be The Bank: Real Estate Debt Investing with Ben Lyons
40:12
40:12
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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Welcome to The Weekly Fintape, a podcast that offers a unique human perspective on financial advising. Brodrick Lothringer, CEO and Founder of PodPony, goes beyond numbers to uncover the person behind the profession. While Pete typically works behind the scenes, he joins Brodrick to share tales ranging from travel mishaps to the aspirations for our…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 15 | Alternatives Simplified Featuring Bobbi Ivanova
36:51
36:51
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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…
…
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1
What's the Alternative? | Episode 11 | Crypto 101 featuring Matt Hougan
51:18
51:18
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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Phil is joined by friend of the show Ben Hunt for his fourth appearance on the podcast. Ben Hunt holds a PhD in Political Science from Harvard University, is the co-founder and CIO of Epsilon Theory, and co-founder of Second Foundation Partners. Ben and Phil discuss narratives driving flows in markets, the incentivization of risk-taking by financia…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 14 | Financial Education for the TikTok Generation featuring The Wall Street Skinny
1:00:10
1:00:10
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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…
…
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1
What's the Alternative? | Episode 10 | Alternative Building Blocks featuring Michael Green
56:46
56:46
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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1
What's the Alternative? | Episode 9 | Interval Funds: The Good, The Bad & The Ugly featuring Kimberly Flynn
58:34
58:34
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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Richard Adler was a co-founder and former Managing Director of EII Capital Management, an investment advisory firm for over 38 years managing REIT portfolios beginning in 1986. He has sat on the advisory board of Armada since its founding, and is a storied entrepreneur and business leader. Richard joins Phil to discuss REITs, investment, and reflec…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 13 | Growing Up Banking Featuring Jamie Shulman
45:25
45:25
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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…
…
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1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 12 | No BS Wealth Featuring Stoy Hall
47:18
47:18
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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…
…
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Cliff Asness is the founder, Managing Principal and Chief Investment Officer at AQR Capital Management. Phil joins Cliff at his AQR office to chat about market concentration, value investing, and the market environment as a whole. Through the conversation, Cliff shares a wealth of knowledge and perspectives from his 30+ years of experience in the a…
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1
Michael Antonelli: Good Vibes & Bull Vibes
39:16
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Michael Antonelli is a market strategist at Baird Private Wealth Management and author of the "Bull and Baird" blog. In a world where there is no shortage of anxiety inducing doomsday narratives, Michael stands out by being a bullish optimist. Michael makes the case for communicating about the market using common language, using a data driven appro…
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1
#48-What You Need To Know About Business & Leadership with the Former CEO of P.F Changs, Damola Adamolekun
1:01:31
1:01:31
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Welcome back to another season of the more we know. Because the more we know, the more we grow! Your mentor today is the FORMER CEO of P.F. Changs, which you may have dined at! We dived into all things business, leadership, including getting up at 4 am to workout!! Damola Adamolekun is an Operating Partner at Garnett Station Partners and the former…
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Jared Dillian, author and investment strategist, joins the Phil Bak podcast. He is the author of books such as No Worries: How to live a stress-free financial life, and Street Freak: A Memoir of Money and Madness. Jared and Phil discuss financial freedom, hard work, rules for success, and taking control over your financial outcomes.…
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Mike Green, CFA, is the Portfolio Manager and Chief Strategist at Simplify Asset Management. Mike and Phil discuss the over-emphasis of indexing, passive investment, and low fee competition causing potential hazards in investing. This includes large cap companies receiving the bulk of capital, reduced reward for conducting fundamental analysis, and…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 11 | Matters of Diversity Featuring Jeff Thomas
43:20
43:20
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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…
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1
What's the Alternative? | Episode 8 | To Be or Not to Be Liquid (in Real Estate) Featuring Phil Bak
45:23
45:23
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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Phil Bak sits down with Rob Simone, managing director of Hedgeye Risk Management. Rob has over 15 years of corporate equity research within the REIT sector. Rob joins Phil today to discuss his famous short call on Medical Properties Trust.
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1
What's the Alternative? | Episode 7 | Achieving Alts for All By Leveraging Technology Featuring Steve Zuschin
59:03
59:03
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 10 | The Behavioral Investor Featuring Dr. Daniel Crosby
37:17
37:17
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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…
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Randall Zisler: The Mythology of Real Estate
56:53
56:53
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Phil sits down with Randall Zisler to discuss real estate and REITs. Randall is the co-founder of Zisler Capital Associates and a highly respected academic with a number of works on real estate investing, economics, and finance. In his conversation with Phil, he shares a wealth of knowledge pertaining to real estate valuations, REITs, public vs pri…
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1
What's the Alternative? | Episode 6 | Private Credit 101 featuring Jamie Shulman
42:15
42:15
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42:15
Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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1
#47- Surviving a Terror Attack, Going Broke and The Ultimate Comeback Story With CEO/Founder of Banrion Capital, Shana Sissel
56:38
56:38
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Welcome back to the more we know! Because the more we know, the more we grow. Today your mentor is Finance industry veteran, also known as "Queen of Alternatives", Shana Sissel. Shana Sissel is a highly sought-after speaker and frequently contributes to various media outlets. She is deeply committed to promoting financial literacy among women and u…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 9 | Return Stacking Featuring Corey Hoffstein
47:23
47:23
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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…
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1
What's the Alternative? | Episode 5 | Venture Capital Reimagined featuring Dave Thornton
45:17
45:17
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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1
30 Min U: Lamborghinis & Lawsuits- Fireside chat with Chicago Entrepreneurs
49:28
49:28
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Join Meer & Carmen for a live interactive mentorship series. After a nice mid season break, we are BACK with a special episode. 30 Minute U is hosted by Sameer Sawaqed, Host of one of the worlds top mentorship platforms The More We Know together with Carmen Rossi, a top CEO and entrepreneur who is the genius behind 8 Hospitality Group. Carmen owns …
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 8 | Alternative Investment Mega Trends Featuring Andy Hagans
47:04
47:04
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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…
…
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1
#46-Going All In, Building a $100 Million Revenue Business, & Trusting Your Gut, with President & Co-Founder of Stash, Ed Robinson
56:08
56:08
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Welcome back to the more we know! Because the more we know, the more we GROW! Your mentor today is Ed Robinson. Ed Robinson is the president and co-founder of Stash, the pioneering fintech company that empowers everyday Americans to invest and build long-term wealth. Ed and his co-founder, Brandon Krieg, launched Stash in 2015 with the belief that …
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 7 | The Evolution of the 60-40 Featuring Dan Harms
33:29
33:29
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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…
…
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1
What's the Alternative? | Episode 4 | Diversification with Liquid Alternatives featuring Bill DeRoche
48:12
48:12
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Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…
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1
#45- Finding Your Happiness & Overcoming Failure With Famous Restaurateur, Co-Founder of Boka Group, Kevin Boehm
1:20:38
1:20:38
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Welcome back to the more we know! Because the more we know, the more we grow. Today your mentor is the famous american restauranteur out of Chicago, Kevin Boehm. After opening 40 restaurants over the last 30 years, James Beard Foundation Award-winning restaurateur Kevin Boehm has established himself as one of the world’s foremost hospitality vision…
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Meb Faber: Masterclass In Real Estate
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In this reposted podcast, Phil sits down with Meb Faber and explains his mission and strategy in the real estate space. This conversation is the "why" behind what Phil does on the day to day, trying to create unique value within the real estate investment market. This episode is censored when Phil or Meb directly mention particular funds by name.…
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