Best Stacie Shannon Podcasts (2024)

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76. How to Find the Right Investors When You Have a Brand New Fund | Story Snacks Series 7:34

18m ago7:34

7:34

Not sure how to find investors that are willing to bet on your brand new fund? Stacy’s got you covered. Listen in as she breaks down: How the Rogers Adoption Curve applies to finding the right investors The difference between early adopters (like RIAs & family offices) and late-stage allocators Why targeting late-stage firms leads to dead ends Why …

1
Kristy and Mr. Mom: “I’ve Got My Jazzercise Class Tonight” 51:41

1d ago51:41

51:41

By Stuck in Stoneybrook

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75: How $75B Asset Manager GMO Sparked an Award-Winning Platform for Wealth Managers, Meet Dr. Martin Tarlie of Nebo Wealth 58:08

2h ago58:08

58:08

Dr. Martin Tarlie spent years at GMO, the iconic Boston asset manager, and now leads an award-winning investing platform, Nebo Wealth. In this Episode, Martin and Stacy discuss: His backstory: from physicist/golf-performance product developer to SaaS founder How the physics mindset that followed him into the investment world turned into a novel inv…

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74: Ex-ING $20B Bond Mgr to 500k Macro Research Followers to New Macro HedgeFund, Meet Palinuro Capital Founder / CIO Alfonso Peccatiello 52:31

15d ago52:31

52:31

Alfonso Peccatiello built a following of 500,000 on social media by doing something radical – by being a real, authentic human in the fund world. And that authentic social presence helped him close investment deals for his new hedge fund, Palinuro Capital. Alfonso’s story is proof that it pays to challenge the status quo and to put people (and conn…

1
M18 - Stacey and the Mystery at the Empty House: “Total Surveillance” 43:12

15d ago43:12

43:12

By Stuck in Stoneybrook

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73: How Do I Move Deals Through the Funnel | Story Snacks Series 7:32

20d ago7:32

7:32

Struggling to win investors over? Stop wasting time perfecting your pitch and start laying the groundwork that’ll actually help you seal the deal. In this episode, Stacy shares the steps you can take to prime your prospects to invest so they’re ready to say hell yes before you even think about pitching. This is Story Snacks! A bite-sized, jam-packe…

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Ep. 84 - The Franchise Life Top 10 Moments 22:30

15d ago22:30

22:30

Join host Stacie Shannon as we take a look back at the best moments from the last 10 episodes of The Franchise Life podcast! From exploring innovative franchise concepts to unlocking the secrets of business success, these highlights feature incredible insights, inspiring stories, and expert advice that every franchisee (or aspiring one!) will love.…

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72: Y Combinator and Thiel Fellowship Alum Building Tech-Enabled Wealth Management Firm, Meet Savvy Wealth Co-Founder, CEO Ritik Malhotra 55:35

21d ago55:35

55:35

Today’s guest, Ritik Malhotra, is the co-founder and CEO of Savvy Wealth, a Tech-Enabled Wealth Management Firm that surpassed $700 million in assets in just three years. In this episode, Ritik and Stacy discuss: Ritik’s backstory: How his obsession with coding (that started in elementary school) turned into a thriving business that funded his coll…

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Ep 83 - The Power of Restorative Sleep with Snooze Mattress 23:12

1M ago23:12

23:12

In Episode 83 of The Franchise Life, host Stacie Shannon dives into the innovative world of Snooze Mattress with Brad Taylor, VP of Franchise Development. This isn't your typical mattress store—Snooze is on a mission to revolutionize sleep hygiene and restorative sleep. Brad shares how Snooze integrates cutting-edge technology like Dream Mapping, t…

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SS12 - Here Come the Bridesmaids!: “Who Says Santa Can’t Be Black?” 52:42

29d ago52:42

52:42

By Stuck in Stoneybrook

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71: Taking the Guesswork out of Private Market Investments with Opto Investment Co-founder Jacob Miller | Why Financial Advisors are Leaning into Alternative Investments in 2024 1:00:52

1M ago1:00:52

1:00:52

After working for the world’s largest hedge fund, Bridgewater, for over five years, today’s guest, Jacob Miller, found his passion — making investing accessible. This passion led him to co-found Opto Investments, a tech-driven private markets platform. In this episode, Jacob and Stacy dive into: Jacob’s backstory: how he went from aspiring doctor t…

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Ep. 82 - Sea Love Candle Bar & Boutique: Creating Success Through Passion 22:11

1M ago22:11

22:11

In episode 82 of The Franchise Life, Stacie Shannon welcomes Barry Miller, COO and co-founder of Sea Love, a candle bar and boutique franchise that blends interior design with personalized, experiential retail. Barry shares the inspiring origin story of Seed Love, how his wife’s passion project grew into a thriving franchise, and the unique experie…

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70: $100B in Platform Assets Arch Co-Founder, Ryan Eisenman on the Power of Solving Client Problems | What Matters in Raising Venture Capital | Why Founder-Led Sales is the Way 52:02

1M ago52:02

52:02

As co-founder and CEO of Arch, Ryan Eisenman is on a mission to take the hassle out of investment operations. Arch is a $100B tech platform that replaces the spreadsheets, manual labor, and outdated systems of old. In this episode, Ryan and Stacy discuss: Ryan’s backstory: How the strategy behind his grandfather’s variety store inspired his entrepr…

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Ep. 81 - Unlocking Success in Medical Staffing: A Business Opportunity with Jason Meyer 31:45

1M ago31:45

31:45

In Episode 81 of The Franchise Life podcast, host Stacie Shannon welcomes Jason Meyer, founder of Medical Staffing Consultants. In this episode, Jason dives into the unique advantages of his business opportunity model, which focuses on medical staffing without the traditional franchise constraints like royalties and territory restrictions. Jason ex…

1
Frosting the Heart: For Goodness Cakes Twin Cities Chapter 1:27:56

1M ago1:27:56

1:27:56

Today’s story is a reminder that not all kids have the luxury of celebrating their birthday with a fun cake, but it’s also a reminder that just one small act of kindness, and a little frosting and sprinkles, can light up a child’s special day, showing them that people care about them and they are not forgotten. Meet ⁠For Goodness Cakes Twin Cities⁠…

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Portrait Collection - Stacy’s Book: “The Big Ds” 46:21

2M ago46:21

46:21

By Stuck in Stoneybrook

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69: Rewind | Portfolio Manager of $18B Long/Short Hedge Fund to President of $4B+ Wealth Mgmt Platform, Shannon Spotswood President of RFG Advisory on the Power of the Pivot | How to Lead with Authenticity ... 1:11:04

2M ago1:11:04

1:11:04

Imagine, you’re a woman – one of very few women even in hedge funds. And you’ve got your dream job, a high-powered hedge fund manager for a double-digit billion specialist hedge fund. Now, imagine what it would take to give that up. Guts. That’s what. Today’s guest, Shannon Spotswood had the guts to make a major career change when she was at the to…

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Ep 80 - Maximizing Wellness and Profitability: The Tech-Driven Degree Wellness Franchise 25:58

2M ago25:58

25:58

In Episode 80 of The Franchise Life, host Stacie Shannon dives into the innovative approach behind Degree Wellness, a tech-driven franchise offering cutting-edge services like cryotherapy, red light therapy, infrared saunas, and more. Special guest Kim Moreno breaks down the benefits of this low-investment, high-reward model that’s changing lives a…

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68: Rewind | Marketing Expert Samantha Russell of FMG on the Founder’s Journey from Bootstrap to Exit | Why Specialization is Powerful for Start-ups | What Digital Marketing Strategies Work Well in Financial ... 52:44

2M ago52:44

52:44

99% of fund managers are doing social media wrong. Stale and stagnate. Nobody wants that. How do you get to the 1% that stops the scroll? Put some fun back in your fund game. Today, Samantha Russell is coming on the show to teach you how to do just that. Not only has Samantha been named an investment news 40 under 40, a Think Advisor Luminary, and …

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Ep 79- HOMEstretch: A Niche Service Revolution in Home Preparation 24:32

2M ago24:32

24:32

In Episode 79 of The Franchise Life, Stacie Shannon sits down with Derek Shuman and Nick Loebert, co-founders of Homestretch, a unique home preparation franchise. Discover how they identified a gap in the market, helping homeowners and real estate agents reduce the stress of getting homes ready to sell. Derek and Nick share the journey of building …

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67: How to Melt the Ice with Vibe Management | Story Snacks Series 7:08

2M ago7:08

7:08

Break the ice in style. Ever walk into a meeting with analysts who seem more like untouchable statuses than people? This episode of Story Snacks makes it easier to break the ice, ease the tension, and get even the most reserved analysts to open up. You can be the “hype man” (or woman) of your meetings and set the tone for success. Here’s how: Embra…

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Mallory Pike, #1 Fan: “Deflaming Our Characters” 59:07

2M ago59:07

59:07

By Stuck in Stoneybrook

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66: Rewind | CEO of a $400B Fund Admin Gary Tenkman Shares His Journey From Blue Collar Roots to White Collar Boardrooms | How He Manages Being an Introvert as a CEO | What Specialization Means As You ... 44:00

2M ago44:00

44:00

How did Gary Tenkman go from a first-generation college graduate who felt like a fish out of water in finance to CEO of Ultimus Fund Solutions, a $475+ AUI award-winning fund? It sure wasn’t easy. It took grit. It took being willing to get uncomfortable, fail, and learn (rinse, repeat). Grab your headphones and get ready for a backstory chock-full …

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Ep 78 - Unlocking the Secrets of Facialworks: Franchising Success with Jason and Meghan Gilboa 25:44

2M ago25:44

25:44

In Episode 78 of The Franchise Life Podcast, host Stacie Shannon dives into the exciting world of Facialworks with co-founders Jason and Meghan Gilboa. Discover the innovative concept behind their facial bar, learn about their journey from a single location to a franchise powerhouse, and explore how they’re revolutionizing the beauty industry with …

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65: What to Do When Your Fund Manager Isn’t Great at Storytelling | Story Snacks Series 8:01

2M ago8:01

8:01

Great with numbers but suck at storytelling? No worries. On this episode of Story Snacks, we’re helping sales and marketing teams step up, take the reins, and make sure everyone in the room looks like a rockstar–especially when the fund manager isn’t a natural storyteller. Listen in as Stacey covers: How acknowledging that not everyone is a natural…

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64: Navigate Crowded Meetings Like a Pro | Story Snacks Series 6:24

2M ago6:24

6:24

1:1 meeting turned into a 10-person panel? Don’t freak out. This episode of Story Snacks is your go-to guide for managing meetings when the room (or Zoom) is packed. Stacy covers how to maintain control, keep the conversation flowing naturally, and avoid dreaded awkward silences. Listen in to learn more about: Preparing like a pro Identifying your …

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Recipes, Rhubarb Muffins, Roseville Restaurants and Mississippi River Road Trips with Shannon Thomasser 1:15:13

2M ago1:15:13

1:15:13

This is a classic story of two Midwesterners becoming friends over a grandma's handed-down rhubarb muffin recipe. Growing up in New Richmond, Wisconsin, Shannon's grandmothers, aunts and mom were great Midwestern cooks. Even so, she didn't watch or pay attention to how they worked their culinary magic in the kitchen or with recipes. Her job was to …

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63: Rewind | From Startup to $5B+ to Startup Again, Award-Winning Fund Mgr Simon Evan-Cook on Storytelling in Investments | Why He’ll Take Qualitative Over Quantitative Due Diligence | What (Really) Defines ... 58:07

2M ago58:07

58:07

UK’s award-winning fund manager Simon Evan-Cook was a senior member of the Premier Miton Multi Asset team, which managed over $5B. He’s now establishing the Downing Fox Fund Range at Downing LLP in London. In this episode, Simon and Stacy discuss: His backstory: from taking a load of jobs he disliked to discovering a love for writing, which brought…

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EP. 77 - From T-Shirts to Tailored Suits: Nathan Pierce's Journey to Pierce Bespoke 27:17

2M ago27:17

27:17

In Episode 77 of The Franchise Life podcast, host Stacie Shannon sits down with Nathan Pearce, the visionary founder of Pearce Bespoke, a revolutionary modernized traveling tailor service. Nathan shares his incredible journey, from launching his first clothing company at 20 years old to becoming the CEO of a custom clothing franchise at 33. Discove…

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62: Job and Brand Stories: One Size Fits All? | Story Snacks Series 7:27

2M ago7:27

7:27

Can you have different stories for different strategies? What about brand stories for each niche? This episode of Story Snacks dives into the nuances of crafting job stories that fit distinct strategies and market segments. Stacy breaks down why one size doesn’t fit all, and how you can tailor your narrative for maximum impact. This is Story Snacks…

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61: The Art of Leaving a Voicemail | Story Snacks Series 7:09

2M ago7:09

7:09

The perfect voicemail is calling…it’ll make you wish you picked up! Voicemail is one of the most powerful tools to keep in your prospecting arsenal, and if you aren’t convinced, this episode of Story Snacks might change your mind. Stacy is cracking open the secrets to leaving a voicemail that grabs attention and actually gets you a call back. You’l…

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M17 - Dawn and the Halloween Mystery: “Early American Ninja Turtle” 59:08

3M ago59:08

59:08

By Stuck in Stoneybrook

1
60: Rewind | Dan Mikulskis on The State of Story in the Fund Industry | Why Fund Mgrs Need to Differentiate (For Real) | How Allocators Influence the Future for Boutiques 58:58

2M ago58:58

58:58

Dan Mikulskis helps wealth managers and pension funds make better decisions. He meets with hundreds of asset managers every year. Get perspectives from the other side of the table and the other side of the pond. In this episode, Dan and Stacy discuss: His backstory: From growing up in a family of mathematicians, to investment consulting, to writing…

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Ep 76: Revolutionizing Golf with The Back Nine – A New Era of Indoor Golf Franchising 33:22

3M ago33:22

33:22

In this episode of The Franchise Life, host Stacie Shannon sits down with Will Bangerter and Darren Wilstead, of The Back Nine, a revolutionary indoor golf franchise that’s taking the business world by storm. Will and Darren dive into how they’ve blended the love of golf with cutting-edge technology to create a semi-passive business model perfect f…

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59: To Niche or Not to Niche | Story Snacks Series 6:53

2M ago6:53

6:53

Want to tell your story in a way that connects to your future vision? Stop worrying that niching down might box you in. In this episode, Stacy helps you weave your past into your present and future to make sure your story resonates. Plus, let’s debunk myths around niching down–hint: it doesn’t mean saying no to great opportunities. Tune in to hear …

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58: How to Lead A Meeting Without A Pitch Deck | Story Snacks Series 7:49

3M ago7:49

7:49

You can ditch PowerPoint and still own the room. In fact, running a killer meeting is usually easier than the gurus and motivational speakers might tell you. Whether you’re facing an allocator who insists on seeing the presentation beforehand or navigating an awkward silence before kick-off, Stacey’s got you covered. In this episode, Stacy covers: …

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57: Rewind | Value Investing Specialist Sean Peche of Ranmore Funds on Building a Boutique After Years at $35B Bigs | How Boutiques Will Win with a Different Playbook (and LinkedIn Is In It) | Why Numbers ... 1:04:03

3M ago1:04:03

1:04:03

Let’s be real: boutique building is no walk in the park; it's a rollercoaster of gutsy moves and unexpected comebacks. Today, we’re sitting down with a guest who knows all about that. Meet Sean Peche, a value investing specialist who's transitioned from the $35B big leagues to crafting his own firm. In this episode, Sean and Stacy unpack: His Backs…

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Ep 75: Inside Assisting Hands' Journey to Senior Care Success 29:12

3M ago29:12

29:12

In this episode of The Franchise Life podcast, hosted by Stacie Shannon, we explore the impactful world of senior care franchising with a focus on Assisting Hands, a franchise making a difference across the United States. Stacie is joined by Dan Durney, the Franchise Development Guru, and Emmie Knox, an Area Representative and Franchise Owner with …

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56: How Much Detail Does Your Backstory Really Need? | Story Snacks Series 5:56

3M ago5:56

5:56

Your backstory isn’t as cut and dry as your resume, but It’s not quite a full look at your diary, either. If you want to craft a compelling backstory, you have to find the sweet spot between these two extremes. And that’s exactly what Stacy is walking you through in this episode. Listen in as she breaks down: How much should you share, and to what …

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55: The Secret to Booking More Meetings with Investors | Story Snacks Series 7:22

3M ago7:22

7:22

Want to book more meetings for your fund? It’s time to face the music. Cold intro emails are out. A relationship-first approach is in. Take it from Stacy (and her clients at Havener Capital), who are using the exact strategy she’s laying out in this episode to book meetings with investors who are primed to say yes. Listen in as today as Stacy cover…

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Mary Anne Breaks the Rules: “I Need Sackbut Lessons” 50:42

3M ago50:42

50:42

By Stuck in Stoneybrook

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54: Rewind | The Psychology of Sales w/ Dr. Daniel Crosby and Stacy Havener | The Scientist & The Storyteller | Why Typical Fund Managers Tell Terrible Stories (and How to Make Sure You Nail Your Narrative ... 51:21

3M ago51:21

51:21

Dr. Daniel Crosby, a behavioral psychologist, is back and ready to tell you the cold, hard truth about why your brain might be sabotaging your storytelling game. Listen in as he and Stacy discuss: Why our brains cling to conformity, killing our chances of standing out Why linear stories put people to sleep and how mastering the ‘peak-end’ rule will…

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Ep. 74 - Unlocking Success: Franchise Growth Strategies with Lime Painting 28:45

3M ago28:45

28:45

In this episode of "The Franchise Life," host Stacie Shannon sits down with Erica Secre, the Franchise Business Coach at Lime Painting. Erica shares her extensive experience in the franchise industry, from beauty brands like European Wax Center to fitness brands like Orange Theory. Now at Lime Painting, she plays a vital role in supporting franchis…

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53: Why a Founder’s Backstory Matters–Even for Firms Managing Billions | Story Snacks Series 6:47

3M ago6:47

6:47

Introducing Story Snacks! A bite-sized, jam-packed series for fund managers who are ready to master strategic storytelling in less than 20 minutes per week! Listen in today as Stacey answers every established firm’s burning question, “Who cares about the founder?” Plus, learn: Why a founder’s backstory matters–even for firms managing billions How t…

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52: $520 Million Frontier & Emerging Markets Specialists Jonathan Binder and Charlie Cassel Co-Founders of Consilium Investment Management | The Importance of High Conviction Strategies | Why Benchmarks ... 59:24

3M ago59:24

59:24

If you’ve been dismissing frontier markets because they seem “too risky,” you’re missing out on a treasure trove of alpha. Take it from Consilium CIO Jonathan Binder and CEO Charlie Cassel. For 13+ years, they’ve managed to beat EM benchmark indexes time and time again. In this episode, they share their playbook for successful FM investing and brea…

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Ep. 73 - Unveiling the Success of Pink's Window Services with Tim Montgomery 26:53

3M ago26:53

26:53

Join host Stacie Shannon as she dives into the newest "fun, retro, cool brand" otherwise known as "Pink's Window Services" with Tim Montgomery. Discover the inspiring journey of Pink's Window Services, a standout brand under the Resi Brands umbrella, which includes That One Painter and Garage Up. Tim highlights the transformative influence of Codie…

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51: Modern Marketing for Investment Boutiques 52:56

3M ago52:56

52:56

Feel like your marketing is falling flat? You’re not alone. In 2024, most fund managers are facing the music. Outdated marketing tactics like sending PDF letters to investors just don’t cut it anymore. The good news? Embracing modern marketing can be simple and time and cost effective when you have the right game plan. Listen in today for Stacy’s m…

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Fresh Pickings with Jan Sanderson of Sanderson Gardens 1:37:29

3M ago1:37:29

1:37:29

He had a self-checkout long before Walmart and Target and he still updates his telephone hotline with garden patch conditions and produce availability. Just call 605-693-4871. Meet Sanderson Gardens owner Jan Sanderson, the Rhubarb King and developer of the Sanderson Red rhubarb variety. A visit to Sanderson Gardens on the I-29 corridor just four m…

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Ep. 72: From Corporate Life to Franchise Ownership. Kurt Marson’s journey with LIME Painting! 15:28

4M ago15:28

15:28

Welcome to Episode 72 of The Franchise Life with your host Stacie Shannon! 🎙️ In this episode, we sit down with Kurt Marson, the newest franchise owner of Lime Painting in Alpharetta, Georgia. Kurt shares his journey from meeting the team in Denver to signing the franchise agreement. We delve into his professional background, why he chose Lime Pain…

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50: Private Credit Opportunities in an Undercapitalized Fast Growing Industry | Meet Altmore Co-founders Steve Ham and Patrick Kim Specialists with $300 Million in Cannabis Capital | Why More Family Offices ... 49:02

4M ago49:02

49:02

Cannabis capital curious? Steve Ham and Patrick Kim of Altmore Capital are here to show you the way. Although it has advanced considerably over the past half-dozen years, the U.S. cannabis industry remains full of complexities as it rapidly matures. That’s why today, Stacy and the Altmore team are covering: The current cannabis capital landscape Pr…

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Stacie Shannon Podcasts

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