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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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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The Black Swans Podcast: The show that spotlights women in finance.
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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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NOBS Wealth Podcast: Unpacking the Realities of Wealth and Mindset Overview: Join Stoy Hall in the captivating NOBS Wealth Podcast, where transparent, engaging conversations about wealth and mindset are at the forefront. As a wealth advisor at Black Mammoth, Stoy delves into the financial world with honesty and insight, cutting through the industry jargon to offer clear and actionable advice. Highlights: Money Mindset Series: Explore the intersection of psychology, emotions, and wealth. This ...
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What's the Alternative? | Episode 12 | Be The Bank: Real Estate Debt Investing with Ben Lyons
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Welcome to Banrion Capital Managementโs Whatโs the Alternative Podcast! Join host Shana Orczyk Sissel, the โQueen of Alternativesโ 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 inโฆ
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Ep. 85 - The Child-Free Choice: Navigating Life and Finance Without Kids
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Message us, here for you! Welcome to the No BS Wealth Podcast! In this episode, we dive into the intriguing world of being child-free with our special guest, Jay Zigmont, the renowned Child-Free Planner. We explore the financial and lifestyle choices of individuals who opt to live without children, a demographic often overlooked in traditional finaโฆ
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Ep. 84 - Navigating Divorce Finances: Expert Insights and Real-Life Stories with Jamie Lima
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Message us, here for you! Navigating Divorce Finances: Expert Insights and Real-Life Stories with Jamie Lima Divorce is never easy, especially when it comes to managing finances. In this episode of the No BS Wealth Podcast, we're joined by divorce expert Jamie Lima, who shares his personal journey and professional insights into the financial intricโฆ
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 15 | Alternatives Simplified Featuring Bobbi Ivanova
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 ofโฆ
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Ep. 83 - Mastering Trademarks with Kelli Jones: Protecting Your Brand's Future
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Message us, here for you! In this episode, we are joined by the accomplished attorney Kelli Jones to discuss the vital role a business lawyer plays in protecting and growing your business. Kelli shares her journey from the nonprofit sector to running her own successful law firm, offering invaluable insights into the world of business law. We dive dโฆ
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Ep. 82 - Why Every Entrepreneur Needs an Exit Plan: Insights from Tracy Gunn
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Message us, here for you! In this episode, we dive into one of the most crucial aspects of entrepreneurship that often goes overlookedโexit planning. Join us as we sit down with Tracy Gunn, a seasoned business owner who successfully managed multiple ventures, including candy stores and restaurants, before transitioning into an exit planning expert.โฆ
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What's the Alternative? | Episode 11 | Crypto 101 featuring Matt Hougan
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Welcome to Banrion Capital Managementโs Whatโs the Alternative Podcast! Join host Shana Orczyk Sissel, the โQueen of Alternativesโ 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 inโฆ
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Ep. 81 - From Harlem to CFP: Jorrell Bland's Journey Through Financial Planning
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Message us, here for you! Explore the inspiring and transformative journey of Jorrell Bland in this captivating episode of our podcast. Born and raised in the challenging environment of Harlem, New York, Jorrell has navigated his way through adversity to pursue a career in financial planning. His story is not just about personal success; it's aboutโฆ
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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 financiaโฆ
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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
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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 ofโฆ
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What's the Alternative? | Episode 10 | Alternative Building Blocks featuring Michael Green
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Welcome to Banrion Capital Managementโs Whatโs the Alternative Podcast! Join host Shana Orczyk Sissel, the โQueen of Alternativesโ 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 inโฆ
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Ep. 80 - Shana Orczyk Sissel on Mastering Alternatives in Modern Investing
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Message us, here for you! Welcome to the latest episode of the "No BS Wealth Podcast," where we delve into the world of alternative investments with industry expert Shana Orczyk Sissel. In this enlightening session, Shana, the CEO of Banrion Capital Management, shares her insights on the expansive universe of alternative investments. From hedge funโฆ
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What's the Alternative? | Episode 9 | Interval Funds: The Good, The Bad & The Ugly featuring Kimberly Flynn
58:34
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Welcome to Banrion Capital Managementโs Whatโs the Alternative Podcast! Join host Shana Orczyk Sissel, the โQueen of Alternativesโ 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 inโฆ
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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 reflecโฆ
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Ep. 79 - Unlocking Entrepreneurial Success: Exploring Money Mindset and Business Strategies with Mariana Lacombe
41:25
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Message us, here for you! Dive into a riveting episode of the No BS Wealth Podcast, where we sit down with Mariana Lacombe, the visionary behind Quantum Evolution. Known for her bold approach to financial empowerment and entrepreneurial mindset, Mariana shares invaluable insights that shatter conventional myths about coaching and wealth management.โฆ
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 13 | Growing Up Banking Featuring Jamie Shulman
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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 ofโฆ
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 12 | No BS Wealth Featuring Stoy Hall
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 ofโฆ
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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 aโฆ
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Ep. 78 - From Solo Entrepreneur to Global Influence w/ Mar De Carlo
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Message us, here for you! Join us on a transformative journey with Mar De Carlo, a visionary entrepreneur and one of the most dynamic forces in global business consulting. In this episode of the No BS Wealth Podcast, Mar shares her compelling story from the initial spark of entrepreneurship to creating a thriving international organization. Dive deโฆ
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Michael Antonelli: Good Vibes & Bull Vibes
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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 approโฆ
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Ep. 77 - Empowering Wealth Through Connection w/ Misty Lynch CFPยฎ
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Message us, here for you! Welcome back to the NOB$ Wealth Podcast Minority CFP Series, where we delve into the journeys of minority Certified Financial Planners and their unique contributions to the financial industry. In this episode, we have the pleasure of welcoming Misty Lynch, CFPยฎ, back to the show. Misty, a standout guest from our 12 Days ofโฆ
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Ep. 76 - The Unhinged Truth About Marketing: Navigating the Maze of Social Media, Personal Branding, and Beyond Pt. 2
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Message us, here for you! Welcome back to the No BS Wealth Podcast Series! ๐ Dive into the heart of marketing maze with "The Unhinged Truth About Marketing: Navigating the Maze of Social Media, Personal Branding, and Beyond Pt. 2". Missed Part 1? Catch up here. ๐ Episode Highlights: Layers of Marketing: From personal branding to the pivotal role ofโฆ
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Ep. 75 - The Unhinged Truth About Marketing: Navigating the Maze of Social Media, Personal Branding, and Beyond Pt. 1
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Message us, here for you! Dive deep into the world of marketing with the latest episode of the NoBS Wealth Podcast, where we tear down the conventional boundaries and get real about what it takes to make your brand stand out. This is Part 1 of an unhinged, insightful conversation that you don't want to miss. We're unpacking everything from the esseโฆ
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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.โฆ
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Ep. 74 - Transforming Estate Planning: Griffin Bridgers on Legacy, Relationships, and Innovation
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Message us, here for you! In this enlightening episode of the No BS Wealth Podcast, we dive deep into the world of estate planning with Griffin Bridgers, a seasoned professional renowned for his innovative approach to legacy and estate planning. Bridgers shares invaluable insights on why estate planning should be more about building relationships aโฆ
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Ep. 73 - Pathways to Success: Kelsey Mead's Mindset Mastery
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Message us, here for you! In this episode of "Pathways to Success," we sit down with Kelsey Mead, a dynamic entrepreneur and coach with over a decade of experience in various industries. Kelsey takes us through her entrepreneurial journey, sharing lessons learned from her ventures, including a unique healthy vending machine business and her transitโฆ
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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, andโฆ
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 11 | Matters of Diversity Featuring Jeff Thomas
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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 ofโฆ
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Ep. 72: The Art of Strategic Growth: Gabriel Langley on Planting, Partnerships, and the Path Ahead
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Message us, here for you! In this enlightening episode, we're joined once again by Gabriel Langley, the entrepreneurial mind behind Alpha Group Innovation (AG Management), for a deep dive into the intricacies of strategic growth and the significance of laying a solid foundation for future success. Despite a rocky first attempt at recording, the insโฆ
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What's the Alternative? | Episode 8 | To Be or Not to Be Liquid (in Real Estate) Featuring Phil Bak
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Welcome to Banrion Capital Managementโs Whatโs the Alternative Podcast! Join host Shana Orczyk Sissel, the โQueen of Alternativesโ 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 inโฆ
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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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Ep. 71 - Bridging Generations and Genders in Finance with Julie Johnson
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Message us, here for you! Join us on this inspiring episode of the Nob$ Wealth "Money Mindset Series" as we dive deep into the heart of financial planning with the extraordinary Julie Johnson. With a career spanning over two decades, Julie brings a wealth of knowledge, empathy, and innovative strategies to the table, challenging the traditional norโฆ
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What's the Alternative? | Episode 7 | Achieving Alts for All By Leveraging Technology Featuring Steve Zuschin
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Welcome to Banrion Capital Managementโs Whatโs the Alternative Podcast! Join host Shana Orczyk Sissel, the โQueen of Alternativesโ 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 inโฆ
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 10 | The Behavioral Investor Featuring Dr. Daniel Crosby
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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 ofโฆ
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Ep. 70 - Finding Your Athlete Within: Heather Binns on Sustainable Fitness, Entrepreneurship, and Transforming Mindsets for Success
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Message us, here for you! In this enlightening episode of the NoBS Wealth Podcast, host Stoy Hall, CFPยฎ, engages in a compelling conversation with Heather Binns, a renowned health and fitness strategist, athlete, coach, and bestselling author. Heather shares her journey from the corporate world to becoming a prominent figure in the health and fitneโฆ
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Randall Zisler: The Mythology of Real Estate
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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 priโฆ
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What's the Alternative? | Episode 6 | Private Credit 101 featuring Jamie Shulman
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Welcome to Banrion Capital Managementโs Whatโs the Alternative Podcast! Join host Shana Orczyk Sissel, the โQueen of Alternativesโ 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 inโฆ
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Ep. 69: Empowering Cancer Care and Advocacy: Rochelle Prosser's Journey and Innovations in Oncology
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Message us, here for you! Join us on the NoBS Wealth Podcast as we delve into an enlightening and moving conversation with Rochelle G Prosser RN, CLNC, a seasoned Neurotrauma ICU nurse and a passionate advocate for improved cancer care. With over 30 years of experience in the healthcare industry, Rochelle shares her deeply personal story involving โฆ
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 9 | Return Stacking Featuring Corey Hoffstein
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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 ofโฆ
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What's the Alternative? | Episode 5 | Venture Capital Reimagined featuring Dave Thornton
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Welcome to Banrion Capital Managementโs Whatโs the Alternative Podcast! Join host Shana Orczyk Sissel, the โQueen of Alternativesโ 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 inโฆ
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12 Days of Giving: Day #12 - Resilience: Navigating Loss, Chaos and Modern Family Finances
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Message us, here for you! ๐ "12 Days of Giving" Series - Day 12: The Impact of a Modern Family Office with Stoy Hall, CFPยฎ ๐ Merry Christmas Eve! In the final episode of our series, join me, Stoy Hall, as I share a deeply personal story of one of my clients. This episode highlights the journey of a family facing unexpected tragedy and financial chaโฆ
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12 Days of Giving: Day #11 - From Affordability to Accessibility: Your Expat Retirement Journey
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Message us, here for you! ๐ "12 Days of Giving" Series - Day 11: Embracing Expat Retirement with Tommy Sikes Welcome to Day 11, where we have the pleasure of hosting Tommy Sikes, exploring the exciting concept of expat retirement in Italy and France. In this episode, Tommy shares insights into how affordable housing and the cost-effective lifestyleโฆ
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12 Days of Giving: Day #10 - From Zero to Six Figures
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Message us, here for you! ๐ "12 Days of Giving" Series - Day 10: The Power of Financial Belief with Shehara Wooten ๐ Welcome to Day 10 of our empowering series! Today, we're joined by Shehara Wooten, sharing the inspiring story of "Kelly", a recent graduate who embarked on a life-changing financial journey. From starting with nothing to building a โฆ
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12 Days of Giving: Day #9 - Debt to Wealth: A Millennial's Journey to Financial Freedom
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Message us, here for you! ๐ "12 Days of Giving" Series - Day 9: Mastering Debt Management with Romy Pickron ๐ Welcome to Day 9! In this episode, we're joined by the inspiring Romy Pickron, delving into the often daunting world of debt. Romy shares her personal experiences and professional insights, illustrating that overcoming debt is not just a drโฆ
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12 Days of Giving: Day #8 - Building a Legacy, Not Just a Business
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Message us, here for you! ๐ "12 Days of Giving" Series - Day 8: Exploring Entrepreneurship in the Holiday Season with Misty Lynch ๐ Welcome to Day 8 of our festive series! Today's episode features Misty Lynch, a profound voice in the world of small business and entrepreneurship. We dive into the emotional and financial rollercoaster that business oโฆ
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12 Days of Giving: Day #7 - Lessons from a Child-Of-Immigrants Power Couple
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Message us, here for you! Welcome to Day #7 of our 12 Days of Giving series! In this episode, we're joined by the incredible Lei Deng, CFA, CFPยฎ. Together, we delve into a client story that sheds light on the emotional and behavioral aspects of financial planning. Lei specializes in assisting children of immigrants, small business owners, and indivโฆ
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12 Days of Giving: Day #6 - How a Stroke Tested a Decade of Financial Planning
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Message us, here for you! ๐ Day #6 of our 12 Days of Giving Series ๐ In this episode, Larry Sprung, CFPยฎ w/ @MitlinFinancial and Stoy Hall, CFPยฎ, share the inspiring story of a family's 10-year financial journey. This family faced scattered assets, uncertain retirement goals, and unexpected health challenges. Discover how comprehensive financial plโฆ
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12 Days of Giving: Day #5 - How Loss Sparked a Quest for Financial Order
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Message us, here for you! ๐โจ 12 Days of Giving: Day #5 with Karen Coyne โจ๐ ๐ Excited to share Day #5 of our 12 Days of Giving series with the incredible Karen Coyne, CFPยฎ. ๐๐ Karen's wisdom and insights are truly enlightening, especially when it comes to understanding your financial journey. In this episode, Stoy Hall and Karen dive into a client sโฆ
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12 Days of Giving: Day #4 - From W-2 to Freedom: Unleashing the Power of a Sole Proprietorship
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Message us, here for you! ๐ 12 Days with Dom: Day #4 - Navigating Financial Transformation ๐ Join Stoy Hall and Dominique Henderson in this impactful episode as they unravel a client's journey to financial empowerment. Discover the true essence of financial planning, extending beyond numbers to life-changing transformations. ๐ Episode Highlights: Tโฆ
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12 Days of Giving: Day #3 - The Unspoken Wealth in Non-Working Spouses
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Message us, here for you! ๐ Day #3: The Power of Affirmation in Family Finance ๐ In this episode of the 12 Days of Giving series with Cody Garrett, we dive into the compelling story of Susan, a retiree navigating financial decisions as a non-working spouse. YouTube: Watch Episode Here! ๐ Key Discussion Points: The unique challenges of non-working sโฆ
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