Join Brittany Mason in this engaging episode of 'The Alternative Mason' as she sits down with Dennis Morton, co-founder of Morton Brown Family Wealth and an army veteran with a background in history. Dennis shares his unconventional path into the finance industry, discussing the importance of humanities education, his transition from the military to finance, and the founding and growth of Morton Brown Family Wealth. This discussion serves as an inspiring reminder that the financial industry is not solely about numbers—it's about people, leadership, and the ability to continuously evolve in a rapidly changing world. Key Takeaways: * Human connection is paramount in the financial industry; understanding clients leads to meaningful relationships. * Reinvention and adaptability are crucial for overcoming setbacks and seizing new opportunities. * Alternative investments, such as private credit, offer valuable diversification and risk management options for clients. * Foundational beliefs like "Reimagine, Simplify, and Thrive" can guide financial firms in crafting innovative and client-centric experiences. Connect with us below! * Dennis Morton on LinkedIn [https://www.linkedin.com/in/dennis-morton-jr/] * Morton Brown Family Wealth [http://www.mortonbrownfw.com/] * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/] * Banríon Capital Management [https://www.banrioncapital.com/]

What happens when a banker's son builds a venture firm in a place most investors overlook? Brad Zapp, Cp-Founder, President and Head of Strategy & Marketing at Connetic Ventures, shares how rejection fueled his pivot into early-stage investing, eventually leading to Wendal, an AI-powered associate that reviews founders 24/7. With this remarkably innovative tool, Brad is reimagining who gets funded and who gets to invest. This episode unpacks how AI, behavioral science, and fund structure innovation are opening venture capital to a much broader audience. Key takeaways: * AI can scale deal sourcing and diligence, even from outside traditional VC hubs. * Psychometric screening helps identify unconventional but high-potential founders. * Interval funds are breaking down access barriers for everyday investors. Connect with us below! * Brad Zapp on LinkedIn [https://www.linkedin.com/in/zapper/] * Connetic Ventures [https://conneticventures.com/] * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/] * Banríon Capital Management [https://www.banrioncapital.com/]

Greg Friedman has a financial journey that starts in his early childhood, investing his birthday money, and has brought him to launching Peachtree Group in 2007. In this episode, he explains what he calls the Mispriced Risk Business and how he's overseen $11 billion in real estate investments. Key takeaways: * Greg's first memories and how they shaped his entrepreneurial mindset. * The difference between happiness and fulfillment. * Mispriced risk and how to make money out of it. * The importance of relationships for any business. Connect with us below! * Greg Friedman on LinkedIn [https://www.linkedin.com/in/greg-friedman-0312192/] * Peachtree Group [https://www.peachtreegroup.com/] * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/] * Banríon Capital Management [https://www.banrioncapital.com/]

What do elite school districts have to do with resilient real estate investing? In this episode, Sean O'Dowd, Managing Partner of Scholastic Capital, shares how his "Scholastic Thesis" turns high-demand education zones into a powerful, defensive investment strategy. With multi-year leases, strict buy-box criteria, and a data-driven mindset, his approach offers stability in uncertain markets. He also unpacks the growing insurance crisis in states like Florida and why it may reshape U.S. real estate for years to come. Key takeaways: * Multi-year leases in elite school districts create predictable income and economic stability. * A disciplined 17-point property selection process limits risk and maximizes tenant satisfaction. * Skyrocketing insurance costs may spark major demographic shifts in the U.S. real estate market. Connect with us below! * Sean O'Dowd on LinkedIn [https://www.linkedin.com/in/sean-odowd/] * Scholastic Capital [https://scholasticcapital.com/] * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/] * Banríon Capital Management [https://www.banrioncapital.com/]

Connor Lapean, Investment Research Associate at Banríon Capital Management, opens up about breaking into alternative investments while still in college. From battling imposter syndrome to embracing AI and spotting opportunities in private credit, Connor shares what it really takes to earn trust and grow fast in a high-stakes industry. With a grounded mindset and a no-excuses attitude, he shows how Gen Z is reshaping finance—one bold move at a time. Connect with us below! * Connor Lapean on LinkedIn [https://www.linkedin.com/in/connor-lapean/] * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/] * Banríon Capital Management [https://www.banrioncapital.com/]

This episode features Neil Azous, Founder and CIO at Rareview Capital, and his insights from working at Goldman Sachs and the evolution of investment management towards a more personalized, goals-driven approach. Neil breaks down: • His career journey from inspiration to industry expert • The importance of goals-based investment management • Emotional decision-making in finance • Global macro trading • The perception of risk and the mindset of underdog investors Connect with us below! * Neil Azous on LinkedIn [https://www.linkedin.com/in/neilazous/] * Rareview Capital [https://rareviewcapital.com/] * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/] * Banríon Capital Management [https://www.banrioncapital.com/]

In this episode Brittany talks with Dr. Renée Baker, who shares her journey from corporate stability to entrepreneurial freedom, emphasizing the importance of courage, vulnerability, and financial education. She discusses strategies for preparing for financial emergencies, breaking the stigma around money conversations, and finding fulfillment in aligning one's passion with purpose. They break down: • Dr. Baker's early money memories and their impact • The transition from corporate career to entrepreneurship • Essential attributes for becoming a successful entrepreneur • Importance of financial preparedness and emergency planning • Exploring alternative investments and market trends • Overcoming financial setbacks through resilience • Normalizing discussions about money in personal relationships Connect with us below! * Dr. Renée Baker on LinkedIn [https://www.linkedin.com/in/itsreneebaker/] * The RBI Group [https://therbigroup.com/] * Dr. Renée Baker's website [https://reneebaker.com/] * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/] * Banríon Capital Management [https://www.banrioncapital.com/]

What do a fog machine, digital assets, and mentorship have in common? They're all part of Jamie Hopkins' journey in finance. From his childhood experiences with money to his career as foremost retirement expert, Jamie shares insights on building a secure financial future and shaping the next generation of advisors. Connect with us below! * Jamie Hopkins on LinkedIn [https://www.linkedin.com/in/jamiehopkinsfinancialservices/] * Bryn Mawr Trust [https://www.bmt.com/] * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/] * Banríon Capital Management [https://www.banrioncapital.com/]

In this episode, David Meyncke, Managing Director of Clough Capital Partners, shares his journey in finance. From his start at Dean Witter to leading growth and tech innovation in advisory services, he talks about the industry's shift from commission-based to fee-based models, making investment more client-friendly. David also explains the rise of ETFs, why they're popular, and how advisors can pick the right ones. He gives advice on leadership and teamwork, plus his thoughts on where the industry is headed with new tech, demographic shifts, and insights from leaders like Warren Buffett, Jamie Dimon, and Elon Musk. Connect with us below! * David Meyncke on LinkedIn [https://www.linkedin.com/in/david-l-meyncke-cima-27681a18/] * Clough Capital Partners [https://www.cloughcapital.com/] * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/] * Banríon Capital Management [https://www.banrioncapital.com/]

How can a young professional build a network? Should they invest in the markets, or crypto? Luke Lloyd shares his journey from a blue-collar upbringing to building financial strategies for today's economy. He talks about early lessons with his dad, the power of stepping out of comfort zones, and the importance of real connections and mentorship. We also explore new investment trends like AI, cryptocurrency, and sports investing, along with tips on staying balanced through mindfulness. Whether you're new to finance or experienced, this episode offers practical advice to grow your career and navigate the changing market. Connect with us below! * Luke Lloyd on LinkedIn [https://www.linkedin.com/in/luke-lloyd/] * Strategic Wealth Partners [https://swpconnect.com/] * Brittany Mason on LinkedIn [https://www.linkedin.com/in/brittany-mason-15811641/] * Banríon Capital Management [https://www.banrioncapital.com/]

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. Episode 19 "Understanding and Overcoming Financial Abuse" features  Jacqueline Schadeck, Founder of Golden Wealth Strategies. After witnessing her mother fall victim to poor financial advice that cost her family everything, Jacqueline Schadeck set out to become a go-to resource for financial guidance. She has helped high-net-worth clients keep and grow their assets over the past decade, and is now a trusted partner in creating generational wealth. Jacqueline is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional who helps individuals and families gain financial clarity. Offering both insurance and investment products and services, she believes people need comprehensive financial guidance to make the best decisions. Jacqueline has been asked to contribute to numerous media outlets, including CNBC, MarketWatch and Atlanta Business Chronicle. In any given week, you might find her leading financial education presentations for a local AARP chapter or explaining the tax code at a public library education session. She was even honored with the Impact Award by the Financial Planning Association of Georgia for her dedication to the industry. Jacqueline is also the host of PBS Atlanta's "My Money Mentors", a half-hour docu-reality series dedicated to making financial literacy enjoyable and empowering for young adults. In keeping with her desire to help others, Jacqueline gives back to her community by volunteering for various organizations. These include her church, several non-profits and her college alma mater, Kennesaw State University, where she played basketball for the Owls on scholarship and graduated cum laude with a bachelor's degree in finance. Jacqueline is also a past board member for the Financial Planning Association of Georgia. Connect with Jacqueline: Learn More About Golden Wealth Strategies: Golden Wealth Strategies [https://goldenws.com/] Connect with Jacqueline on Instagram: @jacquelineplans [https://www.instagram.com/jacquelineplans] Connect with Jacqueline on 𝕏: @Jacquelineplans [https://x.com/Jacquelineplans] Connect with Jacqueline on LinkedIn: Jacqueline Schadeck [https://www.linkedin.com/in/jacqueline-schadeck-cfp%C2%AE-awma%C2%AE-7151a8b7/]   Check out Jacqueline's Show: My Money Mentors [https://www.wabe.org/mymoneymentors/]   Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/] Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason] Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital] Subscribe to our YouTube Channel: @BanrionCapital [http://www.youtube.com/@BanrionCapital] Important Disclosures:  The opinions expressed on the "The Alternative Mason Podcast" are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed du

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. Episode 18 "Supporting Small Business Through Micro Private Equity" features  Kyle Kuderewski, Operations Manager with WebStreet (formerly Empire Flippers Capital). Kyle blends expertise in passive investing, entrepreneurship, and alternative investments. With a background in engineering management and a master's in project management, Kyle offers a unique perspective. Transitioning from the corporate world to WebStreet, Kyle found his niche in online business investing, aligning his goals with the company's vision. As a key figure at WebStreet, he spearheads efforts to make online businesses a viable passive investment option for accredited investors. Connect with Kyle: Learn More About WebStreet: WebStreet [https://webstreet.co/] Follow WebStreet on 𝕏: @WebStreetLLC [https://x.com/WebStreetLLC] Connect with Kyle on LinkedIn: Kyle Kuderewski [https://www.linkedin.com/in/kkuderew/]   Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/] Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason] Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital] Subscribe to our YouTube Channel: @BanrionCapital [http://www.youtube.com/@BanrionCapital]   Important Disclosures:  The opinions expressed on the "The Alternative Mason Podcast" are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management's platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Banrion Capital Management or its affiliates. This information is intended to provide educational value, highlight issues and should not be considered advice, an endorsement or a recommendation. All Banrion Capital trademarks mentioned are owned by Banrion Capital Management, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective comp

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. Episode 17 "The Psychology of Investing" features  Eben Burr, President of Toews Asset Management. As President of Toews Eben helps oversee the culture and direction of the firm which specializes in creating strategies designed with the clients financial and emotional wellbeing in mind. Eben advocates bringing behavioral psychology, introspection, and empathy into portfolio construction, planning, and communication.    Eben is a lecturer and coach of applied behavioral finance as part of the Toews Managing Investor Behavior™ program. He also facilitates communications between the investment management team at Toews and its partners and producing advisors. He holds the Series 7, 65, & 63 licenses. Prior to joining Toews, Eben was the principal of the Burr Tibbs Group, consulting for private equity and high net worth individuals in New York City real estate. Mr. Burr graduated from Oberlin College with a BA in history in 1995, attended architecture school in Paris at L'Ecole Bleue and received a Master's Degree from Pratt in New York City in 1999. He is currently attending Kansas State University where he is pursuing a graduate certificate to become a Certified Financial Therapist, expanding on his experience to learn to train professionals who want to improve clients' financial health by integrating relational, behavioral, cognitive and emotional elements with personal finance. He lives in Manhattan with his wife and son and lots of guitars. Connect with Eben Learn More About Toews Asset Management: Toews Corporation [https://toewscorp.com/] Follow Toews on 𝕏: @toewscorp [https://x.com/toewscorp] Connect with Eben on 𝕏: @ebenburr [https://x.com/ebenburr] Connect with Eben on LinkedIn: Eben Burr [https://www.linkedin.com/in/eben-burr/] Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/] Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason] Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital] Subscribe to our YouTube Channel: @BanrionCapital [https://youtube.com/@BanrionCapital]   Important Disclosures:  The opinions expressed on the "The Alternative Mason Podcast" are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management's platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they d

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. Episode 16 "New Opportunities in Commercial Real Estate" features Cory Johnson, Co-Founder & CEO of Pender Capital. Cory Johnson serves as Chief Executive Officer of Pender Capital and brings over 20 years of experience in real estate acquisition, development, finance, and asset management. Mr. Johnson co-founded Pender Capital Management in 2015 and is responsible for the firm's strategic vision and financial success. The firm is an SEC-registered investment advisor, specialized in U.S. based real estate credit opportunities. Since inception, the firm has funded over $676,900,000 in loans, secured by commercial real property collateral valued in excess of $1,060,676,301*. Prior to Pender Capital, Mr. Johnson founded several opportunistic real estate funds, which deployed value-add strategies through asset repositioning, while maintaining attractive risk-adjusted returns for investors. In 2012, Mr. Johnson co-founded Latitude Properties, LLC, a vertically integrated real estate investment firm focused on the acquisition, stabilization, and disposition of distressed single-family residences throughout Central and Southern California.  In 2008, Mr. Johnson served as Managing Partner and Co-Founder of Paladar Capital Investments, L.P., and Montero Capital, LLC, with each fund specializing in the acquisition and repositioning of distressed single-family residential assets.  From 2006 to 2008, Mr. Johnson served as land acquisition manager for M.D.C. Holdings, Inc., the nation's 9th largest homebuilder at the time, where he was responsible for acquiring prospective development sites based on suitability requirements. From 2002 to 2005, Mr. Johnson served as a business development representative for Weyerhaeuser Mortgage Company, a GE Consumer Finance company. During his tenure at GE Consumer Finance, Mr. Johnson's team originated more than $525 million in residential debt.  Mr. Johnson holds a bachelor's degree in economics from the University of California, Santa Barbara. *The aforementioned collateral value is based on the value of the property at the time of origination, with funding issued through Pender Capital Asset Based Lending Fund I, L.P. (together with any of its affiliates), Pender Capital Management's inaugural fund. Connect with Cory: Learn More About Pender Capital: Pender Capital [https://www.pendercapital.com/] Connect with Cory on LinkedIn: Cory Johnson [https://www.linkedin.com/in/cory-johnson-30963486/] Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/] Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason] Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital] Subscribe to our YouTube Channel: @BanrionCapital [https://youtube.com/@BanrionCapital] Important Disclosures:  The opinions expressed on the "The Alternative Mason Podcast" are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any p

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. Episode 15 "Alternatives Simplified" features Bobbi Ivanova, Managing Director & Investment Strategist with Simplify Asset Management. Bobbi started her career as a risk manager at Goldman Sachs focusing on OTC FX and Interest rates instruments within the interbank channel. She then pivoted to the asset management arm of Goldman Sachs distributing investment strategies across various institutional investors including consultants, corporates, pension plans, and asset managers. Bobbi was overseeing 30bn in AUM on behalf of Goldman Sachs institutional clients. Afterward, she moved to New Zealand to pursue her MBA degree and was a Business Development Manager for a rapidly growing startup TAMP working closely with financial advisors. Bobbi holds an MBA from the University of Canterbury, a bachelor's degree from International Business School, and is a CFA and CAIA charterholder. Bobbi and her husband spend the weekends with their two boys enjoying the great outdoor activities in Utah. Connect with Bobbi Learn More About Simplify Asset Management: Simplify Asset Management [https://www.simplify.us/] Follow Simplify on 𝕏: @SimplifyAsstMgt [https://www.x.com/SimplifyAsstMgt] Check out Simplify's YouTube Channel: @SimplifyAssetManagement [http://www.youtube.com/@SimplifyAssetManagement] Connect with Bobbi on LinkedIn: Bobbi Ivanova [https://www.linkedin.com/in/bobbi-ivanova-cfa-caia-bb566b94/] Connect with Bobbi on 𝕏: @ivanovabobbi [https://twitter.com/ivanovabobbi] Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/] Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason] Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital] Subscribe to our YouTube Channel: @BanrionCapital [https://youtube.com/@BanrionCapital]   Important Disclosures:  The opinions expressed on the "The Alternative Mason Podcast" are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management's platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary pros

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. Episode 14 "Financial Education for the Tik Tok Generation" features Kristen Kelly & Jen Saarbach, founders of The Wall Street Skinny. Kristen and Jen are two lifelong friends and proud nerds. They grew up pursuing other academic interests, but found their way into the financial services industry. They are podcasters, teachers, mentors, and community builders looking to inspire, educate, and entertain the next generation. Kristen Kelly has spent over 15 years working and teaching in the financial services industry. After graduating from Brown University with a Bachelor's Degree in Biomedical and Mechanical Engineering, and a Master's Degree in Innovation, Management and Entrepreneurship (PRIME), she started her career at Morgan Stanley in New York City where she worked in the Fixed Income Sales and Trading Division on the CDO Structuring desk, on the Equity Linked Products and Project Finance desks in Global Capital Markets, and in the Financial Sponsors Group within the Investment Banking Division. Because her passion has always been teaching, she decided to make the jump to a role in training and education and then spent over a decade at Training The Street (TTS), a leading global financial training firm before leaving to start The Wall Street Skinny with her best friend Jen. She has trained incoming analysts and associates at top tier investment banks, private equity mega funds, Fortune 500 companies, universities, and business schools all over the world. Kristen is a mom to three girls (5 and under) and after spending 17 years in NYC, including five of those with kids, is making the move to a house with more space Boston, Massachusetts. Jen Saarbach has spent nearly a decade working and teaching on Wall Street. After graduating from Princeton University with a degree in English, Jen leveraged her summer internship in Fixed Income Sales & Trading to land a full time job as an Interest Rates Derivatives specialist at Lehman Brothers. Jen spent the remainder of her career at Barclays Capital and Morgan Stanley, where she covered some of the world's largest hedge funds, asset managers, bank portfolios, mortgage servicers, pension funds, and insurance companies. As someone who entered the financial services industry without a background in finance, Jen is passionate about democratizing access to Wall Street for EVERYONE. Co-founding The Wall Street Skinny with her best friend, Kristen, has enabled her to share her knowledge and expertise with the next generation. Jen also brings a talent for creative writing to an industry that can be -- let's face it --a little dry! Jen is a mom to two boys and a Border Collie rescue dog in Charlotte North Carolina. She also has ten years of experience investing in and brokering residential real estate transactions. Connect with The Wall Street Skinny: Learn More About The Wall Street Skinny: The Wall Street Skinny [https://www.thewallstreetskinny.com/] Connect on Instagram: The Wall Street Skinny [https://www.instagram.com/thewallstreetskinny/?hl=en] LinkedIn: Kristen K [https://www.linkedin.com/in/kristen-kelly-71bb7814]

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. Episode 13 "Growing Up Banking" features Jamie Shulman, Co-Founder and Fund Manager at Meriwether Group Capital A banking veteran with more than 25 years of lending and management experience, Jamie brings an entrepreneur's level of energy, engagement and creativity to Meriwether Group Capital. Jamie's diverse experience in management, mentorship and strategic business planning for growing companies makes him an invaluable and trusted advisor, going far beyond the boundaries of traditional lending. Over the years, Jamie has built a reputation as a highly effective change agent, able to help founders and business leaders realize their companies' potential through sound strategy, P&L oversight, and all areas of financial analysis and guidance. This high-level overview gives Jamie unparalleled insight into the opportunities and challenges of the targeted lower middle market businesses and will be a critical factor in MWGC's ability to select the best possible slate of borrowers for the Hero Fund. Jamie's experience spans commercial banking, middle-market banking, retail banking and community banking with an emphasis on commercial & industrial and commercial real estate operations. Having spent 35 years in the Seattle and Portland markets, he offers a familiarity with the region that enhances MWGC's understanding of the circumstances and hurdles of growing a business in the Pacific Northwest. Off the clock, Jamie's enthusiasms include mixology and BBQ (especially when they come together), rabid fandom for the Seahawks, and taking time to recharge with the family along the Pacific Coast. He spends significant time in the non-profit world, contributing his expertise to multiple community organizations. Connect with Jamie Learn More About Meriwether Group Capital: MGC Website [https://meriwethergroupcapital.com/] LinkedIn: Jamie Shulman [https://www.linkedin.com/in/shulmanjamie/] Connect with Jamie on 𝕏: @jamieshulmanpdx [https://twitter.com/jamieshulmanpdx] Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/] Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason] Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital] Subscribe to our YouTube Channel: @BanrionCapital [https://youtube.com/@BanrionCapital]   Important Disclosures:  The opinions expressed on the "The Alternative Mason Podcast" are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management's platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing inv

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. Episode 12 "No BS Weath" features Stoy Hall, Founder & CEO of Black Mammoth, a modern family office & holistic financial planning firm. Born and raised in Omaha, Nebraska, Stoy went to college in Des Moines, Iowa, graduating from Drake University with a BSBA in finance and a minor in business law and insurance. In addition to being a four- year letter winner for the Bulldogs during college, Stoy worked at the Boys and Girls Club of Central Iowa as the professional teen development officer. This experience led him to choose a career in financial planning and wealth management.  Stoy's motto: "Ridding the world of financial illiteracy," came from personal experience. It is his personal belief that financial literacy shouldn't be limited to the ultra-wealthy, and it is his personal mission to end financial illiteracy in the general population. Stoy is as active in the community as he is in his business, participating in events and seminars that include Females & Finance and the Black and Brown Business Summit. Connect With Stoy No BS Wealth Podcast [https://nobswealthpodcast.com/] Stoy Hall on LinkedIn [https://www.linkedin.com/in/stoyhall/] Stoy Hall on 𝕏  [https://twitter.com/Stoy_Hall] Learn more about Black Mammoth [https://www.blackmammoth.com/] Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/] Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason] Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital] Subscribe to our YouTube Channel: @BanrionCapital [https://youtube.com/@BanrionCapital] Important Disclosures: The opinions expressed on the "The Alternative Mason Podcast" are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program may be participants on Banrion Capital Management's platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Banrion Capital Manage

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. Episode 11 "Matters of Diversity" features Jeff Thomas, National Director of Advisor Advocacy at Swan Global Investments. Jeff transitioned from a fourth generation Lobster Fisherman to a Financial Advisor, drawing from his early entrepreneurial experiences and market insights. In addition to his leadership role at Swan Global Investments, he is the Creator & Host of the renowned Investment Masterminds Podcastinar Series, facilitating discussions on various financial topics, notably Alternative Investments. Jeff is an active advocate for diversity and equality in the financial sector, contributing as a mentor to the FinServ Foundation and holding a leadership position in Females & Finance. He resides near Boston, Massachusetts, with his family. Connect With Jeff * Investment Masterminds [https://www.swanglobalinvestments.com/advisor/investment-masterminds-webinars/] * Jeff Thomas on LinkedIn [https://www.linkedin.com/in/investmentmasterminds/] * Jeff Thomas on 𝕏 [https://twitter.com/InvMasterminds] * Learn more about Swan Global [https://www.swanglobalinvestments.com/] * Learn more Females and Finance [https://femalesandfinance.com/] Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/] Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason] Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital] Subscribe to our YouTube Channel: @BanrionCapital [https://youtube.com/@BanrionCapital] Important Disclosures: The opinions expressed on the "The Alternative Mason Podcast" are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program may be participants on Banrion Capital Management's platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Statements attributed to an individual represent the opinions of that individual as of th

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. Episode 10 "The Behavioral Investor" Features Dr. Daniel Crosby, best selling author and Chief Behavioral Officer at Orion Advisor Solutions. In his role at Orion, Dr. Crosby develops behavioral tools, training, and technology for financial advisors to allow for the practical application of behavioral science. Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management [https://a.co/d/i3fS14q], was a New York Times bestseller. His second book, The Laws of Wealth [https://a.co/d/6FuZxDi], was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor [https://a.co/d/dPu0grv], is an in-depth look at how sociology, psychology and neurology all impact investment decision-making.  Daniel was named one of the "12 Thinkers to Watch" by Monster.com, a "Financial Blogger You Should Be Reading" by AARP and a member of InvestmentNews prestigious "40 Under 40". When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children. He is also the host of the hit podcast, "Standard Deviations". Connect With Dr. Daniel Crosby * Standard Deviations Podcast [https://www.standarddeviationspod.com/] * Dr. Daniel Crosby on LinkedIn [https://www.linkedin.com/in/danielcrosby/] * Dr. Daniel Crosby on 𝕏 [https://twitter.com/danielcrosby] * Dr. Daniel Crosby on Instagram [https://www.instagram.com/drdanielcrosby/] * Dr. Daniel Crosby on YouTube [https://www.youtube.com/user/drdanielcrosby] Learn More About Banrion: Banrion Capital Management [https://www.banrioncapital.com/] Follow Brittany on 𝕏: @Brittany_Mason [https://twitter.com/Brittany_Mason] Follow Banrion on 𝕏: @Banrion_Capital [https://twitter.com/Banrion_Capital] Subscribe to our YouTube Channel: @BanrionCapital [https://youtube.com/@BanrionCapital] Important Disclosures: The opinions expressed on the "The Alternative Mason Podcast" are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program may be participants on Banrion Capital Management's platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves ris