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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 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

Stoy Hall, CFPยฎ

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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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show series
 
Welcome to Banrion Capital Managementโ€™s Whatโ€™s the Alternative Podcast! Join host Shana Orczyk Sissel, the โ€œQueen 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 inโ€ฆ
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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 finaโ€ฆ
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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 intricโ€ฆ
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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 ofโ€ฆ
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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 dโ€ฆ
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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 overlookedโ€”exit 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.โ€ฆ
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Welcome to Banrion Capital Managementโ€™s Whatโ€™s the Alternative Podcast! Join host Shana Orczyk Sissel, the โ€œQueen 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 inโ€ฆ
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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 aboutโ€ฆ
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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 financiaโ€ฆ
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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 ofโ€ฆ
  continue reading
 
Welcome to Banrion Capital Managementโ€™s Whatโ€™s the Alternative Podcast! Join host Shana Orczyk Sissel, the โ€œQueen 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 inโ€ฆ
  continue reading
 
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 funโ€ฆ
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Welcome to Banrion Capital Managementโ€™s Whatโ€™s the Alternative Podcast! Join host Shana Orczyk Sissel, the โ€œQueen 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 inโ€ฆ
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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 reflecโ€ฆ
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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.โ€ฆ
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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 ofโ€ฆ
  continue reading
 
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 ofโ€ฆ
  continue reading
 
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 aโ€ฆ
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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 deโ€ฆ
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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 approโ€ฆ
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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 ofโ€ฆ
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Message us, here for you! Welcome back to the No BS Wealth Podcast Series! ๐ŸŽ‰ 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. ๐Ÿš€ Episode Highlights: Layers of Marketing: From personal branding to the pivotal role ofโ€ฆ
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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 esseโ€ฆ
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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.โ€ฆ
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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 aโ€ฆ
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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 transitโ€ฆ
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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, andโ€ฆ
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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 ofโ€ฆ
  continue reading
 
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 insโ€ฆ
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Welcome to Banrion Capital Managementโ€™s Whatโ€™s the Alternative Podcast! Join host Shana Orczyk Sissel, the โ€œQueen 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 inโ€ฆ
  continue reading
 
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 norโ€ฆ
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Welcome to Banrion Capital Managementโ€™s Whatโ€™s the Alternative Podcast! Join host Shana Orczyk Sissel, the โ€œQueen 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 inโ€ฆ
  continue reading
 
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 ofโ€ฆ
  continue reading
 
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 fitneโ€ฆ
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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 priโ€ฆ
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Welcome to Banrion Capital Managementโ€™s Whatโ€™s the Alternative Podcast! Join host Shana Orczyk Sissel, the โ€œQueen 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 inโ€ฆ
  continue reading
 
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 โ€ฆ
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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 ofโ€ฆ
  continue reading
 
Welcome to Banrion Capital Managementโ€™s Whatโ€™s the Alternative Podcast! Join host Shana Orczyk Sissel, the โ€œQueen 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 inโ€ฆ
  continue reading
 
Message us, here for you! ๐ŸŽ„ "12 Days of Giving" Series - Day 12: The Impact of a Modern Family Office with Stoy Hall, CFPยฎ ๐ŸŽ„ 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 chaโ€ฆ
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Message us, here for you! ๐ŸŒ "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 lifestyleโ€ฆ
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Message us, here for you! ๐ŸŒŸ "12 Days of Giving" Series - Day 10: The Power of Financial Belief with Shehara Wooten ๐ŸŒŸ 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 โ€ฆ
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Message us, here for you! ๐ŸŽ‰ "12 Days of Giving" Series - Day 9: Mastering Debt Management with Romy Pickron ๐ŸŒŸ 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 drโ€ฆ
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Message us, here for you! ๐ŸŽ„ "12 Days of Giving" Series - Day 8: Exploring Entrepreneurship in the Holiday Season with Misty Lynch ๐ŸŒŸ 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 oโ€ฆ
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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 indivโ€ฆ
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Message us, here for you! ๐ŸŒŸ Day #6 of our 12 Days of Giving Series ๐ŸŒŸ 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 plโ€ฆ
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Message us, here for you! ๐ŸŒŸโœจ 12 Days of Giving: Day #5 with Karen Coyne โœจ๐ŸŒŸ ๐ŸŽ„ Excited to share Day #5 of our 12 Days of Giving series with the incredible Karen Coyne, CFPยฎ. ๐ŸŽ๐Ÿ” 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 sโ€ฆ
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Message us, here for you! ๐ŸŽ‰ 12 Days with Dom: Day #4 - Navigating Financial Transformation ๐ŸŽ‰ 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. ๐Ÿš€ Episode Highlights: Tโ€ฆ
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Message us, here for you! ๐ŸŒŸ Day #3: The Power of Affirmation in Family Finance ๐ŸŒŸ 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! ๐Ÿ” Key Discussion Points: The unique challenges of non-working sโ€ฆ
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