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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 8 | Alternative Investment Mega Trends Featuring Andy Hagans

The Alternatives Mason: Building Alts Knowledge Brick by Brick

Release Date: 11/20/2023

The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 19 | Understanding and Overcoming Financial Abuse Featuring Jacqueline Schadeck show art The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 19 | Understanding and Overcoming Financial Abuse Featuring Jacqueline Schadeck

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...

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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 show art The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 18 | Supporting Small Business Through Micro Private Equity featuring Kyle Kuderewski

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 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,...

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 |  The Psychology of Investing featuring Eben Burr show art The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 | The Psychology of Investing featuring Eben Burr

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 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...

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 16 |  New Opportunities in Commercial Real Estate Featuring Cory Johnson show art The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 16 | New Opportunities in Commercial Real Estate Featuring Cory Johnson

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 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...

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 15 |  Alternatives Simplified Featuring Bobbi Ivanova show art The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 15 | Alternatives Simplified Featuring Bobbi Ivanova

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 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...

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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 show art The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 14 | Financial Education for the TikTok Generation featuring The Wall Street Skinny

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 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...

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 13 | Growing Up Banking Featuring Jamie Shulman show art The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 13 | Growing Up Banking Featuring Jamie Shulman

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 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...

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 12 | No BS Wealth Featuring Stoy Hall show art The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 12 | No BS Wealth Featuring Stoy Hall

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 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,...

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 11 | Matters of Diversity Featuring Jeff Thomas show art The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 11 | Matters of Diversity Featuring Jeff Thomas

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 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...

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 10 | The Behavioral Investor Featuring Dr. Daniel Crosby show art The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 10 | The Behavioral Investor Featuring Dr. Daniel Crosby

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 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...

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More Episodes

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 8 "Alternative Investment Mega Trends" Features Andy Hagans.

Andy Hagans is a two-decade serial entrepreneur who helps High Net Worth Investors (HNWIs) protect and grow their wealth with alternative investments.

After founding, scaling and selling four different seven- and eight-figure businesses (including ETFdb, now part of VettaFi) to private equity buyers, he realized that there was more potential profit to be made on the buying side of private equity. He went on to purchase multiple businesses through private equity partnerships, and now partners with talented entrepreneurs and real estate developers through GP, Co-GP, and LP investments.

Andy is a co-founder of WealthChannel, the leading community for HNWIs who are placing capital in alternative investments. Andy also hosts The Alternative Investment Podcast, the #1 alts podcast reaching advisors, family offices, and High Net Worth Investors. In the show, he interviews asset managers, family offices, and industry thought leaders, as they discuss the most effective strategies to grow generational wealth.

Andy graduated from the University of Notre Dame, and resides in Michigan with his wife and five children.

Connect With Andy Hagans

Learn More About Banrion: Banrion Capital Management

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.

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 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 companies.