• THe VC Firm That Thinks Different and Hires Bots with Brad Zapp
    2025/09/16

    What happens when a banker’s son builds a venture firm in a place most investors overlook? Brad Zapp, Cp-Founder, President and Head of Strategy & Marketing at Connetic Ventures, shares how rejection fueled his pivot into early-stage investing, eventually leading to Wendal, an AI-powered associate that reviews founders 24/7. With this remarkably innovative tool, Brad is reimagining who gets funded and who gets to invest. This episode unpacks how AI, behavioral science, and fund structure innovation are opening venture capital to a much broader audience.

    Key takeaways:

    • AI can scale deal sourcing and diligence, even from outside traditional VC hubs.
    • Psychometric screening helps identify unconventional but high-potential founders.
    • Interval funds are breaking down access barriers for everyday investors.

    Connect with us below!

    • Brad Zapp on LinkedIn
    • Connetic Ventures
    • Brittany Mason on LinkedIn
    • Banríon Capital Management
    続きを読む 一部表示
    57 分
  • The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 27 | Real Estate and Commercial Investment in Crisis Markets with Greg Friedman
    2025/06/11

    Greg 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 shaped his entrepreneurial mindset.
    • The difference between happiness and fulfillment.
    • Mispriced risk and how to make money out of it.
    • The importance of relationships for any business.

    Connect with us below!

    • Greg Friedman on LinkedIn
    • Peachtree Group
    • Brittany Mason on LinkedIn
    • Banríon Capital Management
    続きを読む 一部表示
    54 分
  • 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
    2025/05/06

    What 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 approach offers stability in uncertain markets. He also unpacks the growing insurance crisis in states like Florida and why it may reshape U.S. real estate for years to come.

    Key takeaways:

    • Multi-year leases in elite school districts create predictable income and economic stability.
    • A disciplined 17-point property selection process limits risk and maximizes tenant satisfaction.
    • Skyrocketing insurance costs may spark major demographic shifts in the U.S. real estate market.

    Connect with us below!

    • Sean O’Dowd on LinkedIn
    • Scholastic Capital
    • Brittany Mason on LinkedIn
    • Banríon Capital Management
    続きを読む 一部表示
    37 分
  • The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 25 | Gen Z Grit in the Finance Industry with Connor Lapean
    2025/04/08

    Connor 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 grounded mindset and a no-excuses attitude, he shows how Gen Z is reshaping finance—one bold move at a time.

    Connect with us below!

    • Connor Lapean on LinkedIn
    • Brittany Mason on LinkedIn
    • Banríon Capital Management
    続きを読む 一部表示
    43 分
  • The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 24 | Rocky, the Underdogs, and Global Macro Trading with Neil Azous
    2025/02/11

    This 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

    • Emotional decision-making in finance

    • Global macro trading

    • The perception of risk and the mindset of underdog investors

    Connect with us below!

    • Neil Azous on LinkedIn
    • Rareview Capital
    • Brittany Mason on LinkedIn
    • Banríon Capital Management
    続きを読む 一部表示
    54 分
  • The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 23 | Courage and Vulnerability in Entrepreneurship with Dr. Renée Baker
    2025/01/14

    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
    続きを読む 一部表示
    56 分
  • The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 22 | Planning For the End, Preparing For the Future with Jamie Hopkins
    2024/12/17

    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
    続きを読む 一部表示
    47 分
  • The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 21 | Leadership and Investment Trends Shaping Tomorrow with David Meyncke
    2024/11/19

    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
    続きを読む 一部表示
    1 時間