Alternative Universe

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 employees are unaware of the complexities and challenges associated with stock options. They leave money on the table by abandoning their expiring stock options unexercised. In this epis

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 share his passion for combining human and digital advice. His background includes senior leadership roles at Morgan Stanley, Putnam, and Virtus. Jack contributes to numerous industry b

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 more than invest. It's about building a foundation for shared success, thoughtful partnerships, flexible investment strategies, and a financial future as unique and enduring as the clie

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 juggling multiple logins and navigating different interfaces. Therefore, firms need a platform that allows them to take control of their data and innovation timelines. By centralizing data

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 agriculture, economics, and personal finance at Texas Tech University and later attended Harvard Business School on the Frisk Fellowship. Before co-founding Fortress, he was the Vice

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. Cassandra's practice has focused primarily on securities, investment capital, cryptocurrency and blockchain, corporate representation and governance, counseling mutual funds, ETFs, and closed-

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 understanding of growth strategies, revenue models, and investment considerations. Savvy investors, however, are turning their attention to niche startups powered by fractional work. In

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 potential for higher returns. Private investments, however, have the potential for high growth and give access to sectors not available on public markets. The challenge lies in finding deal

Episode 008: Integrating alternative investments into the advisor's toolkit allows for greater diversification and access to innovative companies. By leveraging technology and streamlining the investment process, advisors can better serve their clients and participate in the legacy-building process of supporting impactful investments. In this episode of Alternative Universe, Steve

Episode 007: Private credit offers a unique value proposition, presenting investors and borrowers with compelling opportunities. Operating outside the confines of the traditional banking system, private credit lenders possess greater flexibility and agility in crafting solutions tailored to the specific needs of businesses. This advantage allows for a more dynamic and adaptable app