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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 Weekly Fintape

Brodrick Lothringer

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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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show series
 
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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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…
  continue reading
 
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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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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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…
  continue reading
 
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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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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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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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…
  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 of…
  continue reading
 
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…
  continue reading
 
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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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…
  continue reading
 
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…
  continue reading
 
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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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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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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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…
  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 of…
  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 a…
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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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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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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…
  continue reading
 
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…
  continue reading
 
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…
  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 of…
  continue reading
 
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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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…
  continue reading
 
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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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…
  continue reading
 
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…
  continue reading
 
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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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…
  continue reading
 
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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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…
  continue reading
 
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…
  continue reading
 
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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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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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…
  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 of…
  continue reading
 
Welcome back to the more we know. The More we know, the more we grow! Today your mentor is Robert Blackwell Jr. the founder of Killerspin, the world’s leading table tennis engagement brand, and the founder of EKI-Digital, a digital investment consulting firm. Blackwell is also a former employer of then-state Senator Barack Obama, as well as a polit…
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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…
  continue reading
 
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…
  continue reading
 
Phil revisits his discussion with David Kotok (Cofounder, Cumberland Advisors) recorded in early 2020. David and Phil discuss entrepreneurship, surviving difficult market conditions, and the benefits of studying history and math. David reflects on his career and shares his experiences and insights from decades spent in the industry.…
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