The Alternatives Mason: Building Alts Knowledge Brick By Brick | Episode 6 | Breaking Down Barriers

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space. Episode 6 "Breaking Down Barriers" Features Kelly Ann Winget. 

Kelly Ann Winget is the Founder of the Dallas-based private equity company, Alternative Wealth Partners (AWP). Alternative Wealth Partners provides access to digestible information about alternative investments and educates investors about the opportunities available off Wall Street. AWP expertly sources alternative investments that give investors unmatched access to real returns.

Kelly is also the author of "Pitch The Bitch: Grab Your Financial Future By The Bags". Don’t pitch the bitch” is a phrase popularized by the movie Boiler Room (2000), advising stockbrokers not to try to sell to women. Pitch the Bitch walks through the female experience in the investment world, on both sides of the financial transaction. Kelly Ann Winget recounts her journey—from selling car washes as a teenager to her career today as the only millennial, LGBTQ+ manager of a solo-female-founded private equity fund—to help women understand why the investment wealth gap exists and how to close it.

The daughter of a fifth-generation oil and gas family with assets in Louisiana, Oklahoma, and Texas, Kelly Ann has over a decade of experience in the alternative investment space sourcing creative capital for startups, oil and gas companies, manufacturing ventures, real estate, and several other emerging markets on behalf of high net worth/income clients. Over her career, she has successfully raised almost $1 billion in private capital for private placement opportunities. After a decade of building other firm's reputations, she formed AWP in 2020 to offer clients the best of what the private market can offer. Her background and experience allow her to relate easily to a wide range of investors, helping her communicate and manage investors’ goals.

Now, she leverages her own reputation in the industry to get exclusive access to private investments. Kelly Ann offers investors the opportunity to diversify across the board with a single investment through targeted private equity funds, which is for accredited investors who are looking for a diversified portfolio of alternative, tax-advantaged and high-yielding investments. AWP Offers funds that range from completely diversified private equity to tax-advantaged, energy, and real estate funds.

In her spare time, Kelly Ann enjoys travel, her family, and her two big cuddly dogs. A foodie, she is always on the search for a new creative restaurant.

Learn More about Alternative Wealth Partners (AWP): https://www.alternativewealthpartners...

Follow Kelly on LinkedIn:   / kellyannwinget  

Buy Kelly's Book: https://a.co/d/jb0kVLH

Important Disclosures: 

The opinions expressed on the “The Alternative Mason Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.

The guests featured on this program may be participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner.

Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Banrion Capital Management or its affiliates. This information is intended to provide educational value, highlight issues and should not be considered advice, an endorsement or a recommendation.

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