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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The Black Swans Podcast: The show that spotlights women in finance.
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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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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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Land & Everything Else is dedicated to demystifying the world of alternative investments. Brought to you by the department of Agriculture and Consumer Economics within the College of Agricultural, Consumer and Environmental Sciences at the University of Illinois, Land and Everything Else will explore the nuts and bolts of non-stock and bond investing. From dirt to derivatives, this podcast will guide financial planners, wealth managers and consumers into the land of alternative investing.
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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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45. The Big Beautiful Bill: Agriculture, Opportunity Zones, and Wealth Management
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41:39Tax law changes, corn yields, and non-correlated assets might sound like a random jumble of words, but they all point to one thing: farmland. On this episode, we’re talking with Dr. Bruce Sherrick and Steve Bruere from Peoples Company to dive into the "Big Beautiful Bill", that newly passed legislation that's shaking things up for both agriculture …
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OTR with Brian Hart E6: Ross Gerber, Dave Briggs, Fred Hubler
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1:00:29This episode features Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, The Sanity Podcast co-host and cable news veteran Dave Briggs, and Fred Hubler, CEO of Creative Capital Wealth Management Group. The panel will join host Brian Hart to discuss everything Elon - Tesla, SpaceX, America Party - big macroeconomic headlines of th…
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44. What’s Happening in California’s Farmland Markets? with Curtis Buono
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22:13California’s agriculture is just different. There’s an incredible diversity of products, it’s very exposed to changes in policies, and it suffers from water constraints almost every year. It really deserves special treatment. In this episode, live from the 2025 Land Investment Expo, we talk with Curtis Buono from Peoples Company to talk about all t…
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43. Estate Planning Mistakes You Should Avoid with Tim Ritchey
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29:34Estate planning is not always about “who gets what”. In fact, most of the time, it’s about the complications that arise when a family tries to decide it. In this episode of Land and Everything Else, Dr. Craig Lemoine welcomes Chicago attorney Tim Ritchey to talk through it all. They go from farmland and rental properties to blended families and sib…
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What's the Alternative? | Episode 23 | Private Real Estate and How to Build All-Weather Business with David Selznick
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46:12Have you ever heard of downside protection? It's the strategy that David Selznick used to build an all-weather investment approach in real estate. Instead of chasing trends, he focuses on sectors like senior housing, student living, and medical offices. In other words, the type of properties with a demand that holds strong even when the market is s…
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42. What Most Financial Advisors Are Missing in Their Portfolios with Shana Orczyk Sissel
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35:37One of the best ways of standing out as a financial advisor is connection. In this episode, Shana Orczyk Sissel—founder and CEO of Banríon Capital Management—shares how alternative investments can deepen client relationships while offering invaluable portfolio diversification. From private equity in sports teams to impact-driven funds, we explore h…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 27 | Real Estate and Commercial Investment in Crisis Markets with Greg Friedman
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54:16Greg 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 shape…
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41. Illiquidity Isn’t the Enemy: Rethinking Risk, Reward, and Romance in Alts with Brodrick Lothringer
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44:37In this episode, we unpack the emotional baggage, regulatory blind spots, and real-world complexity that make alternative investments both fascinating and frustrating. From farmland and fractional art to NFTs and Opportunity Zones, Dr. Craig Lemoine, Ailie Elmore, and Brodrick Lothringer explore what it takes to move beyond the standard portfolio. …
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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
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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
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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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40. Detroit's Renaissance: A Lesson in Values-Driven Investing with JaQ Campbell & Hope Lovell
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31:42What if your investments could fight food insecurity, improve air quality, and revitalize communities—all at once? JaQ Campbell and Hope Lovell of Alexander Legacy Private Wealth share how they use real estate and agriculture to create “triple win” outcomes for investors, neighborhoods, and the environment. They unpack the “big RIA” approach (Real …
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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
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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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39. Cash Flow, Income, and Retirement with Income Lab
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32:29Retirement planning has come a long way, and Income Lab is leading the charge with a smarter, adaptive approach. On this episode of “Land & Everything Else,” we bring on Dr. Michael Kothakota, Dr. Derek Tharp, and Dr. Justin Fitzpatrick. Instead of outdated "probability of failure" metrics, their software helps advisors create flexible, personalize…
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What's the Alternative? | Episode 21 | Finding Yield in a Volatile Market with Michael Sedacca
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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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1:00:35Join 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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38. Tariffs, Land and the American Farmer with Steve Bruere and Dr. Bruce Sherrick
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59:29How resilient is American agriculture in the face of escalating trade tensions? In this episode, we’re joined by Steve Bruere of Peoples Company and returning guest Dr. Bruce Sherrick for a thought-provoking conversation on the stability of farmland investments—especially when compared to the volatility of traditional stock markets. From global pre…
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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
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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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37. Farmland, Family, and the Tax Trap with JR Glenn
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1:01:51Farmland prices are soaring, turning family farms into multi-million dollar estates—but without the cash to cover the taxes. In this must-listen episode, attorney JR Glenn helps break down how estate taxes, especially in states like Illinois, can force farm sales and tear families apart. Learn how to: - Navigate the $4M state vs. $13.9M federal est…
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What's the Alternative? | Episode 20 | The Missing Piece in Your Client Relationships with H. Adam Holt
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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
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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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36. Commodities and Non-Traditional Investments with Alan Hutchison
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27:25Commodities play a big role in investing, but many people overlook them. Alan Hutchison from Dimensional Fund Advisors explains what they are, how they work, and why they can help strengthen your portfolio. Key Takeaways: Why investors are starting to pay more attention to commodities How today’s market trends affect commodity prices The importance…
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35. Start Thinking Rich with Dr. Brad Klontz and Adrian Brambila
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33:36Dr. Brad Klontz and Adrian Brambila join the show to explain the harsh truths that will take you from broke to financial freedom. Learn how small lifestyle tweaks—like shared living spaces and public transport—can lead to big financial wins. Here are the key takeaways: • A rich versus poor mindset in financial planning • The importance of investing…
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What's the Alternative? | Episode 19 | Real Estate, Ego Investing and Heads in Beds with Greg Friedman
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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
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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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34. Blockchain, Big Data, and the Future of Finance with Bill Kelly
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29:07From Wall Street to wealth management, our guest Bill Kelly shares how trillions have shifted into private markets, the role of technology in investment strategies, and the push for financial democratization. Tune in for his takes on due diligence, data-driven decisions, and the future of alternative investments! Connect with us! Bill Kelly on Link…
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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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33. What to Look For in a Farmland Investment with Michael Stockburger
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28:28In this episode, Michael Stockburger from Nuveen Natural Capital helps explain the complexities of investing in farmland, like timing and appreciation trends. He highlights a range of considerations such as quality, long-term goals, and patience in navigating the agricultural investment landscape. We get into: • When it’s a good time to buy or sell…
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What's the Alternative? | Episode 18 | Putting Your Money Where Your House Is with Sean O'Dowd
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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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32. How Cody Garrett Found a Niche in DIY Finance
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35:17Cody Garrett redefines financial planning with his 'advice only' model, empowering DIY investors to take control of their financial futures. Join us as Cody breaks down: • His journey from music to financial planning • The significance of teaching in understanding finance • Alternative investments and personal passions in financial planning • Custo…
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OTR with Brian Hart E1: Chris Markowski, Tonya McKenzie
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
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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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31. Planning for a Fulfilling Retirement with Christine Benz
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26:47In this episode, we dive into the complexities of retirement with Christine Benz, emphasizing the balance between financial planning and emotional well-being. Christine also shares key themes from her book such as aging in place, proactive decision-making, and cultivating social connections to ensure a fulfilling retirement. Tune in to hear more ab…
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30. How Alternatives Can Fit in Your Portfolio with Zach Ivey and Dan Crowley
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25:46Explore smarter investing with Zach Ivey and Dan Crowley from Savant Wealth Management on this week’s episode. We dive into alternative investments, building trust with clients, and using AI to enhance wealth management—all while keeping the human touch. We break down the dynamics of equities, fixed income, real assets, and illiquid investments—all…
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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
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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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29. Building a Financial Plan with Doug Morton and Chip Kalousek
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27:16How do you take control of your financial future? Chip Kalousek and Doug Morton from Savant Wealth Management share the secrets to building a solid financial plan. Learn why having a clear process, setting personal goals, and involving both partners in decision-making can make all the difference. Discover how Savant uses online tools to give client…
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#49 The Amazing Story of Building Fitness Chain Equinox With Co-Founder Lavinia Joy
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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
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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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28. The Path to Financial Planning with Philip Wegman
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27:14Philip Wegman joins “Land & Everything Else” to share his journey from Kansas State to helping clients at Emberwood Capital Partners. Philip talks about his early career, balancing client relationships with financial planning, and his advice for building a rewarding career. Get tips on smart retirement planning, tax strategies, and thriving in hybr…
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 21 | Leadership and Investment Trends Shaping Tomorrow with David Meyncke
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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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27. Alternatives in Capital Management with John Lavery
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29:07How do capital management firms handle alternatives? John Lavery from Emberwood Capital Partners joins the conversation to explain why farmland can be a valuable, steady investment despite its low trading volume and current interest rate challenges. John shares insights on succession planning for farmers and how large firms are making high-quality …
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What's the Alternative? | Episode 16 | Tony Davidow's Guide to Private Markets featuring Tony Davidow
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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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26. Philanthropic Advising with Dr. Jennifer Lehman
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37:14What advice can you give… to someone who’s giving? In this episode, our guest Dr. Jennifer Lehman explains how professionals can improve estate planning and charitable giving advice with the Chartered Advisor in Philanthropy (CAP) designation. We touch on managing family discussions, planning wealth transfers, and using tools like trusts and donor-…
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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
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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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25. Managing Farmland in Your Portfolio with Dave Muth
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27:25Dave Muth from Peoples Company stops by to talk about all things farmland investment. He covers services like crop insurance and how they help connect investors with farmland opportunities. Dave also talks about the challenges investors face and strategies for managing different risks, from stable crops like corn to riskier options like almonds. We…
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What's the Alternative? | Episode 15 | The Ins and Outs of ETFs featuring Vince Lorusso
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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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24. Revolutionizing Land Investment with Carter Malloy
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20:18Ever wondered why land investment feels so opaque compared to stocks? Join us for this episode where we host Carter Malloy, CEO of Acres, who breaks down their game-changing platform, AcreTrader. Bringing transparency to land valuation, Carter explains how AcreTrader provides a treasure trove of data—from parcel size and ownership to comparable sal…
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23. Building Wealth and Enhancing Retirement with Jamie Hopkins
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32:51In this episode, Jamie Hopkins, CEO at Bryn Mawr Capital Management, shares practical tips for building financial success. How do you develop good money habits in your 20s and 30s? We provide tips, such as, saving automatically, managing spending, and investing wisely. Additionally, Jamie explains when to focus on growing wealth and when to start d…
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22. Tokenized Farmland and Other Investment Strategies with Jeff Post
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13:13What are the secrets of modern agricultural investments? Jeff Post, Regional Director and Broker at Peoples Company, joins the Land & Everything Else podcast to discuss how to affordably invest in farmland. Jeff reveals how tokenizing farm ground ownership opens up opportunities for all investors, and dives into Delaware Statutory Trusts (DSTs) and…
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21. Risk, Reward, and Retirement with Bob French
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28:20Take control of your retirement planning! In this episode of Land and Everything Else, Bob French, Director of Investment Analysis at Retirement Researcher, shares insights on designing a personalized retirement plan using the funded ratio analysis tool and Retirement Income Style Awareness (RISA). Discover how to navigate risks, structure income s…
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Want to know how investments in rural areas can transform communities and yield impressive returns? Join us on the Land and Everything Else podcast as we sit down with John Heneghan, President of Servant Financial, to uncover the secrets behind Opportunity Zone Funds. This episode is a deep dive into the mechanics of the Promised Land Opportunity Z…
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