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Thought leadership on alternative investments, market trends, and wealth management strategies from our team of experts.
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The Alternative Mason | Season 3 | Episode 1 | The VC Firm That Thinks Different and Hires Bots with Brad Zapp
What if investing in high-growth startups didn’t require being ultra-wealthy or writing a six-figure check?
That’s the shift happening now.
Funds like Connetic Ventures are removing outdated barriers by lowering investment minimums, removing accreditation requirements, and making venture available to everyday investors.
It’s still private markets investing, but designed to be more accessible.

Brittany Mason
Sep 16, 2025


What's the Alternative? | Season 3 | Episode 2 | The Private Credit Revolution with John Sateri
Private credit is reshaping the capital markets — offering flexibility, faster decisions, and closer collaboration with management compared to traditional banks. With ~$2T in assets vs. banks’ $13T, the runway for growth is massive… and we’re just getting started.
Shana Sissel
Sep 9, 2025


What’s the Alternative? | Season 3 | Episode 1 | Roundabouts and Real Estate: A Multifamily Adventure with Ivan Barratt
Discover how The BAM Companies approaches property management, the importance of school districts, and BAM's dedication to community impact and economic resilience.
Shana Sissel
Aug 13, 2025


Trump Administration's Private Equity Guidance: What Advisors Need to Know
Key Points:
The June 3, 2020 guidance permits 401(k) plan fiduciaries to include private equity as part of professionally managed investment options, such as target-date funds.
This opens the door for other alternative investments, including real estate, hedge funds, and potentially cryptocurrencies, in 401(k) plans.
Implementation is not mandatory and may take years to become widespread.
Shana Sissel
Aug 1, 2025


Banríon Spotlight On: AGF Investments
Get to know AGF Investments
Shana Sissel
Jul 10, 2025


Banríon Spotlight On: Toews Asset Management
Get to know Banríon Capital Management partner Toews Asset Management
Shana Sissel
Jun 27, 2025
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