• The Alternatives Mason: Building Alts Knowledge Brick by Brick

  • Von: Brittany Mason
  • Podcast

The Alternatives Mason: Building Alts Knowledge Brick by Brick

Von: Brittany Mason
  • Inhaltsangabe

  • 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.
    2023
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  • The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 23 | Courage and Vulnerability in Entrepreneurship with Dr. Renée Baker
    Jan 14 2025

    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
    • The RBI Group
    • Dr. Renée Baker’s website
    • Brittany Mason on LinkedIn
    • Banríon Capital Management
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    56 Min.
  • The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 22 | Planning For the End, Preparing For the Future with Jamie Hopkins
    Dec 17 2024

    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
    • Bryn Mawr Trust
    • Brittany Mason on LinkedIn
    • Banríon Capital Management
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    47 Min.
  • The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 21 | Leadership and Investment Trends Shaping Tomorrow with David Meyncke
    Nov 19 2024

    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
    • Clough Capital Partners
    • Brittany Mason on LinkedIn
    • Banríon Capital Management
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    1 Std.

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