Helping Startup Employees Navigate Stock Options with Dave Thornton
Episode 016: Startup employees often receive stock options as part of their compensation package, offering them the opportunity for financial gain and a stake in the company's future. However, many em...
3 Apr 202429min
How to Maximize Retirement Income with Jack Sharry
In this episode of Alternative Universe, Steve talks with Jack Sharry, EVP & Chief Growth Officer at LifeYield. Throughout his career, Jack has interacted with innovators, leaders, and disruptors who ...
26 Mars 202429min
Applying Practical Wisdom in Investment Partnership with John Candeto
Episode 014: Built on the bedrock of practical wisdom and a long-term perspective, Phronesis Fund believes in forging genuine partnerships rather than chasing fads. This commitment allows them to do m...
19 Mars 202426min
Creating a Michelin-Star Client Experience with Kyle Van Pelt
Episode 013: For years, advisors have relied on many third-party tools to solve specific client needs. However, this fragmented approach often leads to a disjointed user experience, with advisors jugg...
27 Feb 202437min
A Financial Advisor's Journey into Energy Entrepreneurship with Jordan Strebeck
Episode 012: In this episode of Alternative Universe, Steve is joined by Jordan Strebeck, Managing Partner at Fortress Energy. Jordan is a proud West Texan, Red Raider, father, and husband. He studied...
20 Feb 202449min
The Intersection Between Law and Alternatives with Cassandra Borchers
Episode 011: In this episode of Alternative Universe, Steve talks with Cassandra Borchers, Investment Management Partner and Chair of the Blockchain & Cryptocurrencies group at Thompson Hine. Cassandr...
13 Feb 202435min
Building Successful Startups with Fractional Hires with Praveen Ghanta
Episode 010: Building a successful business is often a multifaceted journey, demanding strategic decisions and resourceful approaches. For startups, managing operational complexity requires a keen und...
6 Feb 202438min
A Neurosurgeon's Journey into Private Investments with Matt McGirt
Episode 009: Surgeons and high-income professionals often seek investment opportunities to maximize wealth. While traditional investment strategies may provide steady growth, they often lack the poten...
30 Jan 202434min
