The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 2 | Better than Alpha Featuring Christopher Schelling
The Alternatives Mason: Building Alts Knowledge Brick by Brick
Release Date: 05/17/2023
The Alternatives Mason: Building Alts Knowledge Brick by Brick
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...
info_outlineThe Alternatives Mason: Building Alts Knowledge Brick by Brick
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,...
info_outlineThe Alternatives Mason: Building Alts Knowledge Brick by Brick
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...
info_outlineThe Alternatives Mason: Building Alts Knowledge Brick by Brick
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...
info_outlineThe Alternatives Mason: Building Alts Knowledge Brick by Brick
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...
info_outlineThe Alternatives Mason: Building Alts Knowledge Brick by Brick
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...
info_outlineThe Alternatives Mason: Building Alts Knowledge Brick by Brick
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...
info_outlineThe Alternatives Mason: Building Alts Knowledge Brick by Brick
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,...
info_outlineThe Alternatives Mason: Building Alts Knowledge Brick by Brick
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...
info_outlineThe Alternatives Mason: Building Alts Knowledge Brick by Brick
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...
info_outlineWelcome 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 2 "Better than Alpha" features alternative investment thought leader and author, Christopher Schelling.
Chris Schelling is an investor, advisor and published author. With degrees in psychology, business, and finance, Chris is an expert at incorporating insights from behavioral finance into investment decision making. He is also currently a contributing columnist for Institutional Investor and has authored over 60 articles on investing. As an institutional investor, Chris has allocated roughly $6 billion and met with over 3,500 managers across hedge funds, real assets, private credit, and private equity funds. Previously, Chris was Chief Investment Strategist of Venturi Private Wealth, Director of Private Equity at the Texas Municipal Retirement System, Deputy Chief Investment Officer at the Kentucky Retirement Systems, and an adjunct Professor of Finance at the University of Kentucky.
In his book "Better than Alpha: Three Steps to Capturing Excess Returns in a Changing World" Chris explains why strategies based on “beating the markets” are doomed to failure and provides a simple three-step framework for making better investment decisions: Behavior (smart thinking), Process (smart habits), Organization (smart governance). He explains why the search for alpha is destined to fail, the major role behavioral finance plays in so much wasted time, effort, and money, and, most important, how to avoid common mistakes and maximize your efforts.
Follow Chris on 𝕏: @schelling_chris
Host Brittany Mason’s diverse background has given her a unique perspective stepping in to the role as Chief of Staff at Banríon Capital. Throughout her career she has embraced challenging projects proving her ability to lead the development and the successful launch of brands. From staffing, branding, and marketing, Brittany has spent the last 20 years working in the fashion and entertainment industry with some of the world’s most iconic brands. This includes but not limited to event management and production for high scale events like the Superbowl, Indianapolis 500, TAO Group, NYFW, Miami Fashion Week, product launches at Salesforce’s Dreamforce, CES, and partnerships with brands such as John Frieda, Eleven Australia, and Valentino.
Her extensive work in the industry motivated Brittany to produce her own events. In 2013 her first directorial project was to spread awareness for Prostate Cancer. This 1 minute campaign video reached 13 million in just a few short weeks. This is when Brittany began producing charity fashion shows and coaching young entrepreneurs under her brand MOXIE Media. In Just one year Brittany worked with approximately 100 thousand students. In 2017 Brittany launched MOXIE Media Productions in Ireland, becoming the Director and license holder of Miss Universe Ireland. Brittany is known for the rebrand and launch of the Universe brand in Ireland and over the course of 5 years built a historical track record for the country that earned several global awards. Miss Universe Ireland became one of the country’s most exclusive and sought out events to attend. In 2019 MOXIE Media gained the right to Miss Indiana USA and Miss Indiana Teen USA making it the first production company in history to participate in the 3 largest competitions year after year; Miss Teen USA, Miss USA, and Miss Universe. Through her work she has shown her commitment to creating career opportunities and empowering others, especially women to become leaders within their own communities.
In 2021 Brittany had the desire to develop more in the financial industry leading her to take the role as a purchase banker for Rocket Mortgage. During her short time at Rocket Brittany quickly made a name for herself, licensed in 14 states she earned several production awards including winning March Madness as one of the top producing bankers in the country and the only female in the region.
Brittany studied international business at Ball State University, Fashion Law at Fordham Law School, as well as Film Production at Pulse Media College Ireland and Fashion Design at the Dublin Institute of Design.
Follow Brittany on 𝕏: @Brittany_Mason
Follow Banrion on 𝕏: @Banrion_Capital
Subscribe to our YouTube Channel: @QueenofAlts
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.
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