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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Off The Record with Brian Hart is your monthly shot of unfiltered business talk—barstool debates with boardroom stakes. Hosted by award-winning PR strategist Brian Hart, this 1-hour livestream and podcast brings execs, entrepreneurs, journalists, and experts to break down headlines, trends, and leadership curveballs, unscripted and unredacted. Catch it live the third Thursday of every month at 2pm ET on YouTube, LinkedIn, or X, with podcasts on PodBean, Apple Podcasts, Spotify, and more. No ...
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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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What's the Alternative? | Episode 22 | From Advisor to VC: How AI and Access Are Reshaping Venture Capital with Brad Zapp
50:48
50:48
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50:48In this episode, Brad Zapp, co-founder of Connetic Ventures, shares how he left wealth management to pioneer AI-powered founder analysis and launch one of the first advisor-accessible venture capital interval funds. We dive into his journey building Wendell, an AI “psychologist” that quantifies founder traits, and why making private markets more ac…
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OTR with Brian Hart E5: Nicole Schuman, Jamie Hess, Jason Hart, Tonya McKenzie
1:00:33
1:00:33
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1:00:33This episode features PR News Managing Editor Nicole Schuman, lifestyle expert Jamie Hess, psychologist Dr. Jason Hart, and public relations and leadership consultant Tonya McKenzie. The panel will join host Brian Hart to discuss the dark side of high-pressure agency life and strategies for agency employees and employers alike to set boundaries and…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 26 | How Elite School Districts Became a Billion-Dollar Investment Strategy with Sean O'Dowd
37:18
37:18
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37:18What 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 app…
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What's the Alternative? | Episode 21 | Finding Yield in a Volatile Market with Michael Sedacca
46:23
46:23
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46:23What do interest rate hikes really mean for your bond portfolio? In this episode, Shana is joined by Michael Sedacca, Partner and Portfolio Manager at Rareview Capital, to break down how Federal Reserve policy cycles impact fixed income investing. From one of the most aggressive rate-hiking cycles in history to tactical opportunities in closed-end …
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OTR with Brian Hart E4: Kerry Healey, Shana Sissel
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1:00:35
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1:00:35Join host Brian Hart for a dynamic conversation with an all-star panel: Kerry Healey, former Massachusetts Lt. Governor and Executive Chair of the Forward Party and Shana Sissel, President & CEO of Banrion Capital and a leading voice in alternative investments. Together, they’ll tackle the challenges facing higher education amid turbulent times, th…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 25 | Gen Z Grit in the Finance Industry with Connor Lapean
43:19
43:19
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43:19Connor 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 ground…
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What's the Alternative? | Episode 20 | The Missing Piece in Your Client Relationships with H. Adam Holt
48:45
48:45
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48:45On this episode, Shana talks with H. Adam Holt, founder of Asset-Map, a software that turns complex financial data into simple, visual maps that spark better conversations and smarter decisions. From high-net-worth planning to alternatives and family dynamics, this tool helps advisors organize everything — income, assets, liabilities, and even fami…
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OTR with Brian Hart E3: Keisha Brewer, Charlie Stone, Annie Scranton
53:47
53:47
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53:47In this episode, host Brian Hart is joined by comms industry titans Keisha Brewer, President & CEO of The PR Alliance, SRW Chairman & Co-Founder Charlie Stone, and Annie Scranton, CEO & Founder of Pace Public Relations. The panel will break down some of the most pressing media and communications storylines including comms and creative agency staffi…
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What's the Alternative? | Episode 19 | Real Estate, Ego Investing and Heads in Beds with Greg Friedman
44:37
44:37
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44:37On this episode Shana brings on Greg Friedman, CEO of Peachtree Group, who breaks down hospitality investments, operational strategies, and market dynamics. Key Takeaways: • Operational management in hospitality • Airbnb's impact on the traditional hotel market • Geographical factors influencing investment decisions • Credit and equity investments …
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OTR with Brian Hart E2: Nicole Casperson, Tyrone Ross, Sarah Evans
59:21
59:21
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59:21In this episode, host Brian Hart is joined by Fintech Feminists author Nicole Casperson, Turnqey Labs Founder and CEO Tyrone Ross, and Sarah Evans, Partner and Head of PR at Zen Media, for an in-depth discussion on the latest wave of tech layoffs, DeepSeek's impact on the AI race, mounting cybersecurity concerns across sectors, and other major tech…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 24 | Rocky, the Underdogs, and Global Macro Trading with Neil Azous
54:26
54:26
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54:26This 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 • Emotio…
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What's the Alternative? | Episode 18 | Putting Your Money Where Your House Is with Sean O'Dowd
52:35
52:35
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52:35In this episode, Shana talks with Sean O’Dowd of Scholastic Capital, who specializes in the residential housing market. Scholastic’s unique approach emphasizes school districts and their role in driving demand for housing. Sean breaks down the current trends affecting the rental and housing markets, the implications of rising institutional investme…
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OTR with Brian Hart E1: Chris Markowski, Tonya McKenzie
58:34
58:34
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58:34Off The Record with Brian Hart delivers unfiltered insights on breaking stories, trends, and leadership topics across the business landscape. Join award-winning public relations strategist Brian Hart and a rotating panel for candid conversations that go beyond the headlines. In this episode, Brian is joined by Watchdog on Wall Street host and finan…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 23 | Courage and Vulnerability in Entrepreneurship with Dr. Renée Baker
56:28
56:28
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56:28In 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 a…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 22 | Planning For the End, Preparing For the Future with Jamie Hopkins
46:49
46:49
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46:49What 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 Hopk…
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#49 The Amazing Story of Building Fitness Chain Equinox With Co-Founder Lavinia Joy
1:13:06
1:13:06
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1:13:06Welcome back to another season AND episode of The More We Know! Because the more we know, the more we grow! Today, your mentor is Lavinia Errico, the visionary co-founder of Equinox and a pioneer in redefining the fitness and wellness industries. Lavinia transformed the traditional gym experience into a premium, community-focused wellness destinati…
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What's the Alternative? | Episode 17 | Market Psychology and Technical Analysis featuring Katie Stockton
52:37
52:37
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52:37In this episode, Shana explores the value of technical analysis in your investment toolkit through insights from Katie Stockton, founder of Fairlead Strategies. While traditionally overshadowed by fundamental or macro analysis, technical analysis plays an important role by focusing on price trends and market sentiment. Through examining historical …
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 21 | Leadership and Investment Trends Shaping Tomorrow with David Meyncke
1:00:26
1:00:26
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1:00:26In 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 …
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What's the Alternative? | Episode 16 | Tony Davidow's Guide to Private Markets featuring Tony Davidow
53:08
53:08
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53:08In this episode, Shana talks with alternative investment strategist Tony Davidow from Franklin Templeton about the value of alternative investments. Tony shares stories from his career and explains how investments beyond traditional stocks and bonds—like private credit and real estate—can build wealth and support personal goals. We also discuss new…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 20 | Building Your Career and Banking on Yourself with Luke Lloyd
39:22
39:22
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39:22How 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…
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What's the Alternative? | Episode 15 | The Ins and Outs of ETFs featuring Vince Lorusso
48:48
48:48
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48:48Shana sits down with Vince Lorusso, President & CEO of Clough Capital Partners L.P., who shares how he went from a family of lawyers to becoming a finance professional. He talks about his passion for finance, transitioning from hedge funds to exchange-traded funds (ETFs), and the benefits of ETF strategies like transparency and tax savings. Vince a…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 19 | Understanding and Overcoming Financial Abuse Featuring Jacqueline Schadeck
40:04
40:04
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40:04Welcome 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…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 18 | Supporting Small Business Through Micro Private Equity featuring Kyle Kuderewski
36:36
36:36
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36:36Welcome 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…
…
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1
What's the Alternative? | Episode 14 | The Smoothing Effect featuring Cliff Asness
50:57
50:57
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50:57Welcome 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…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 | The Psychology of Investing featuring Eben Burr
46:10
46:10
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46:10Welcome 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…
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1
What's the Alternative? | Episode 13 | Micro Private Equity: Investing in Small Business featuring Mike Vranjkovic
42:32
42:32
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42:32Welcome 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…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 16 | New Opportunities in Commercial Real Estate Featuring Cory Johnson
48:34
48:34
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48:34Welcome 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…
…
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1
What's the Alternative? | Episode 12 | Be The Bank: Real Estate Debt Investing with Ben Lyons
40:11
40:11
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40:11Welcome 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…
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1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 15 | Alternatives Simplified Featuring Bobbi Ivanova
36:51
36:51
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36:51Welcome 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…
…
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1
What's the Alternative? | Episode 11 | Crypto 101 featuring Matt Hougan
51:17
51:17
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51:17Welcome 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…
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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
1:00:09
1:00:09
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1:00:09Welcome 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…
…
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What's the Alternative? | Episode 10 | Alternative Building Blocks featuring Michael Green
56:45
56:45
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56:45Welcome 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…
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What's the Alternative? | Episode 9 | Interval Funds: The Good, The Bad & The Ugly featuring Kimberly Flynn
58:33
58:33
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58:33Welcome 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…
…
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1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 13 | Growing Up Banking Featuring Jamie Shulman
45:24
45:24
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45:24Welcome 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…
…
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1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 12 | No BS Wealth Featuring Stoy Hall
47:17
47:17
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47:17Welcome 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…
…
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1
#48-What You Need To Know About Business & Leadership with the Former CEO of P.F Changs, Damola Adamolekun
1:01:31
1:01:31
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1:01:31Welcome 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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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 11 | Matters of Diversity Featuring Jeff Thomas
43:19
43:19
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43:19Welcome 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…
…
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1
What's the Alternative? | Episode 8 | To Be or Not to Be Liquid (in Real Estate) Featuring Phil Bak
45:22
45:22
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45:22Welcome 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…
…
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1
What's the Alternative? | Episode 7 | Achieving Alts for All By Leveraging Technology Featuring Steve Zuschin
59:02
59:02
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59:02Welcome 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…
…
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1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 10 | The Behavioral Investor Featuring Dr. Daniel Crosby
37:16
37:16
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37:16Welcome 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…
…
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1
What's the Alternative? | Episode 6 | Private Credit 101 featuring Jamie Shulman
42:14
42:14
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42:14Welcome 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…
…
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1
#47- Surviving a Terror Attack, Going Broke and The Ultimate Comeback Story With CEO/Founder of Banrion Capital, Shana Sissel
56:38
56:38
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56:38Welcome 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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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 9 | Return Stacking Featuring Corey Hoffstein
47:22
47:22
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47:22Welcome 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…
…
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1
What's the Alternative? | Episode 5 | Venture Capital Reimagined featuring Dave Thornton
45:16
45:16
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45:16Welcome 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…
…
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1
30 Min U: Lamborghinis & Lawsuits- Fireside chat with Chicago Entrepreneurs
49:28
49:28
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49:28Join 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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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 8 | Alternative Investment Mega Trends Featuring Andy Hagans
47:03
47:03
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47:03Welcome 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…
…
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1
#46-Going All In, Building a $100 Million Revenue Business, & Trusting Your Gut, with President & Co-Founder of Stash, Ed Robinson
56:08
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56:08Welcome 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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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 7 | The Evolution of the 60-40 Featuring Dan Harms
33:28
33:28
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33:28Welcome 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…
…
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1
What's the Alternative? | Episode 4 | Diversification with Liquid Alternatives featuring Bill DeRoche
48:11
48:11
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48:11Welcome 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…
…
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1
#45- Finding Your Happiness & Overcoming Failure With Famous Restaurateur, Co-Founder of Boka Group, Kevin Boehm
1:20:38
1:20:38
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1:20:38Welcome 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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