The Alternatives Mason: Building Alts Knowledge Brick by Brick

Brittany Mason
  • 5.0 (3)
  • Investing

Join host Brittany Mason, President and Chief Marketing Officer of Banríon Capital Management, on a captivating journey through the world of alternative investments. In "The Alternative Mason," Brittany dives deep into the stories of thought leaders and pioneers in the finance industry, exploring their unique relationships with money and the pivotal moments that shaped their careers. With a focus on education, which is at the heart of Banríon's mission, this podcast unpacks the complexities of alternative investments, making them accessible and relatable to all. Each episode offers listeners an aspirational glimpse into the motivations and passions that drive these financial experts, revealing how alternative strategies have transformed their views on investing. Whether you’re a seasoned investor or just starting out, "The Alternative Mason" invites you to engage with inspiring stories that illuminate the diverse paths in finance and the potential of alternatives to enhance your investment portfolio. Tune in for enlightening discussions and practical insights that empower you to scale your investment knowledge and confidence.

  1. The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 34 | Strategic Wealth Creation: Insights into Alternative Investments with Austin Root

    Mar 17 ·  Video

    The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 34 | Strategic Wealth Creation: Insights into Alternative Investments with Austin Root

    In this episode of The Alternative Mason, host Brittany Mason sits down with Austin Root to unpack the opportunities and misconceptions around alternative investments. Austin shares lessons from his career—from early entrepreneurship and roles at major firms to running North Oak Capital and explains how liquidity, diversification, and goal-oriented strategies shape better portfolios today. Whether you’re focused on wealth accumulation, preservation, or income generation, this conversation offers practical frameworks for incorporating alternatives and lowering portfolio correlations. Key takeaways: Be strategic about liquidity: accepting some illiquidity can unlock higher returns and unique opportunities. Build goal-oriented portfolios: define whether you’re trying to get wealthy, stay wealthy, or generate income—then tailor allocations accordingly. Diversify beyond 60/40: use lower-correlation assets (alternatives, gold, specialized exchanges) to improve resilience and reduce systemic risk. Trust and resilience matter: align incentives, maintain operational rigor, and choose strong partners to protect capital through market cycles.Follow The Alternative Mason for more episodes. LinkedIn and social media updates from Banríon Capital Management. Connect with us below! Austin Root on LinkedIn Stansberry Asset Management Brittany Mason on LinkedIn Banríon Capital Management

    58 min
  2. The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 33| AI, FinTech, and the Future of Wealth Management with Matt Ober

    Feb 17 ·  Video

    The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 33| AI, FinTech, and the Future of Wealth Management with Matt Ober

    Join host Brittany Mason as she sits down with Matt Ober of Social Leverage to unpack his path from Bloomberg to hedge funds to VC and explore how AI and fintech are reshaping wealth management. They discuss why wealth tech is still ripe for innovation, the impact of Gen Z/millennial investors, prediction markets, Social Leverage’s investment approach, and the founder traits that drive success. Matt also shares how AI will change financial services and practical advice for aspiring builders and data scientists. Key takeaways: Wealth management tech remains outdated — big opportunity for automation and unified consumer experiences. Gen Z and millennial investors will drive platform-led shifts in where wealth is held and how it's managed. AI will boost efficiency and personalization in financial services but must be balanced with human judgment. Early-stage investing favors founder vision, adaptability, and talent over short-term metrics.Don’t forget to subscribe for more thought-provoking episodes from "The Alternative Mason"! Connect with us below! Matt Ober on LinkedIn Social Leverage Subscribe to Matt's Newletter: The Roll Up Brittany Mason on LinkedIn Banríon Capital Management

    37 min
  3. The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 32| Gen X, Money & Harmony: A Wealth of Knowledge with Dr. Preston Cherry

    Jan 20 ·  Video

    The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 32| Gen X, Money & Harmony: A Wealth of Knowledge with Dr. Preston Cherry

    Join host Brittany Mason as she sits down with renowned wealth advisor and financial therapist, Dr. Preston D. Cherry, author of "Wealth in the Key of Life." Join us as we delve into the concept of financial harmony and discover how Generation X can navigate challenges while aligning their wealth with their life's purpose. In this episode, Dr. Cherry, a proud member of Generation X, discusses the unique traits and hurdles faced by his generation, often dubbed the "forgotten generation." From growing up as latchkey kids to fostering resilience and skepticism, learn how these experiences influence their financial behaviors and retirement preparation. Inspired by the harmonies of Stevie Wonder, Dr. Cherry advocates for a holistic view of wealth, emphasizing that money should be seen as a partner in life. The conversation also touches on the power of change. Dr. Cherry shares personal stories of transformation and encourages listeners that it’s never too late to rewrite their financial narrative. Whether you identify as Gen X or belong to another generation, Dr. Cherry’s insights will inspire you to integrate your financial life with overall well-being. Key Takeaways: Embrace resilience and tailor financial decisions to personal goals. View money as an ally in achieving a fulfilling life. Understand that life’s journey is non-linear; change is always possible. Explore private investments and alternative opportunities to diversify and grow your financial portfolio.Don’t forget to subscribe for more thought-provoking episodes from "The Alternative Mason"! Connect with us below! Dr. Preston Cherry on LinkedIn Concurrent Wealth Management Buy Wealth in the Key of Life: Finding Your Financial Harmony  Brittany Mason on LinkedIn Banríon Capital Management

    44 min
  4. The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 31 | Navigating AI & Authenticity: A Dive Into Branding with Emily Binder

    12/16/2025 ·  Video

    The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 31 | Navigating AI & Authenticity: A Dive Into Branding with Emily Binder

    Join Brittany Mason in this enlightening episode of The Alternative Mason as she interviews Emily Binder, founder of Beetle Moment Marketing and Wealth Voice. They discuss the importance of having an informed point of view for building a strong brand, the evolving role of authenticity in content marketing, and strategies for overcoming a traumatic relationship with money. Emily also shares her journey into finance and marketing, the significance of self-advocacy, and the impact of AI on content creation. Key Takeaways: Developing a clear and informed point of view is crucial for differentiating your brand. Authenticity fosters trust and strengthens your connection with your audience. Starting investments early builds financial resilience and long-term wealth. Understanding and leveraging social media algorithms can boost your marketing efforts. Embracing mindfulness, meditation, and managing stress improves energy and productivity. Future trends include AI, cryptocurrency, and innovative content strategies.Connect with us below! Emily Binder on LinkedIn Beetle Moment Marketing Emily Binder's Website Brittany Mason on LinkedIn Banríon Capital Management

    1h 7m
  5. The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 30 | The Astoria Story: Investment Strategies and Entrepreneurship with John Davi

    11/18/2025 ·  Video

    The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 30 | The Astoria Story: Investment Strategies and Entrepreneurship with John Davi

    In this episode of The Alternative Mason, Brittany Mason chats with John Davi — founder of Astoria Portfolio Advisors and one of the sharpest minds in the ETF world. John shares how growing up in Queens shaped his hustle, how early stints at Merrill Lynch and Morgan Stanley fueled his love for markets, and what drove him to launch Astoria back in 2017. They dive into how Astoria blends macro insights with quantitative research, what it’s really like to build an independent firm from the ground up, and where John sees the next big wave — from alternative investments to the rise of AI in finance. Key Takeaways: Diversification is Crucial: It's the only free lunch in the market. A well-diversified portfolio can protect against market volatility. Blend of Macro and Quant: Astoria's approach of marrying macro insights with quantitative research offers a unique edge in financial strategies. Embrace Innovation: John Davi emphasizes the role of AI and crypto in modern investment strategies, highlighting their potential to transform portfolios. Calculated Risk-Taking: Davi advises taking calculated risks for higher rewards, a strategy that has propelled his success.Connect with us below! John Davi on LinkedIn  Astoria Portfolio Advisors Brittany Mason on LinkedIn Banríon Capital Management

    36 min
  6. The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 29 | Commanding Wealth: Military Precision in Money Management with Dennis Morton

    10/21/2025 ·  Video

    The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 29 | Commanding Wealth: Military Precision in Money Management with Dennis Morton

    Join Brittany Mason in this engaging episode of 'The Alternative Mason' as she sits down with Dennis Morton, co-founder of Morton Brown Family Wealth and an army veteran with a background in history. Dennis shares his unconventional path into the finance industry, discussing the importance of humanities education, his transition from the military to finance, and the founding and growth of Morton Brown Family Wealth. This discussion serves as an inspiring reminder that the financial industry is not solely about numbers—it's about people, leadership, and the ability to continuously evolve in a rapidly changing world. Key Takeaways: Human connection is paramount in the financial industry; understanding clients leads to meaningful relationships. Reinvention and adaptability are crucial for overcoming setbacks and seizing new opportunities. Alternative investments, such as private credit, offer valuable diversification and risk management options for clients. Foundational beliefs like "Reimagine, Simplify, and Thrive" can guide financial firms in crafting innovative and client-centric experiences.Connect with us below! Dennis Morton on LinkedIn Morton Brown Family Wealth Brittany Mason on LinkedIn Banríon Capital Management

    54 min
  7. The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 28 | THe VC Firm That Thinks Different and Hires Bots with Brad Zapp

    09/16/2025 ·  Video

    The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 28 | THe VC Firm That Thinks Different and Hires Bots with Brad Zapp

    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

    57 min
  8. The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 27 | Real Estate and Commercial Investment in Crisis Markets with Greg Friedman

    06/11/2025 ·  Video

    The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 27 | Real Estate and Commercial Investment in Crisis Markets with Greg Friedman

    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

    54 min
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5
out of 5
3 Ratings

About

Join host Brittany Mason, President and Chief Marketing Officer of Banríon Capital Management, on a captivating journey through the world of alternative investments. In "The Alternative Mason," Brittany dives deep into the stories of thought leaders and pioneers in the finance industry, exploring their unique relationships with money and the pivotal moments that shaped their careers. With a focus on education, which is at the heart of Banríon's mission, this podcast unpacks the complexities of alternative investments, making them accessible and relatable to all. Each episode offers listeners an aspirational glimpse into the motivations and passions that drive these financial experts, revealing how alternative strategies have transformed their views on investing. Whether you’re a seasoned investor or just starting out, "The Alternative Mason" invites you to engage with inspiring stories that illuminate the diverse paths in finance and the potential of alternatives to enhance your investment portfolio. Tune in for enlightening discussions and practical insights that empower you to scale your investment knowledge and confidence.

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