Tag: Alternative Investments
Behind the Headlines with Greg Bartalos of Barron’s Advisor (Ep. 25)

Behind the Headlines with Greg Bartalos of Barron’s Advisor (Ep. 25)

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In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Greg Bartalos, editor-in-chief of Barron’s Wealth & Asset Management Group. Greg tells our listeners the story of how he landed at Barron’s—not once, but three times—and offers valuable advice on how to foster relationships with journalists in the financial services space.

We cover:

  • the entire arc of Greg’s career
  • what makes a pitch standout in his inbox 
  • the trends he is most excited about exploring right now 
  • Greg’s role in Barron’s legendary summits and events
  • the importance of active listening when it comes to building relationships with journalists
  • Greg’s personal passions
  • …and much more!

Don’t miss this conversation packed with insider perspective from one of the most respected editors in the industry! 

Topics:

(0:38) Meet Greg Bartalos
(1:00) What’s for lunch?
(3:00) Ketchup and eggs, yes or no?
(5:00) Greg’s childhood and early background
(5:30) Mark, give back the sound effect machine!
(6:00) Greg’s experience with the world of advertising and Mike Greenwell
(8:00) His pivot from advertising to journalism
(9:10) Throwback to Radio TV Reports
(10:20) Landed at WNYC Radio
(10:30) The journey: Institutional Investor, Bloomberg, Individual Investor, Barron’s, Yahoo! Finance, Barron’s, RIA Intel, and then back to Barron’s a third time
(12:00) No, Mark, really…give it back
(12:45) Jimmy story time! Remember Loose Press Clippings?
(16:18) The draw of Barron’s standard of journalism and culture
(18:48) PR people faux pas (and how to avoid them)
(22:00) The value of face to face time with the media
(23:00) What makes a pitch stand out to
(26:00) The importance of personalized pitches and finding common ground
(29:15) Think like a journalist
(31:25) Barron’s Advisor events and legendary summits
(33:32) Tips for making podcasts guests more comfortable
(35:40) The value of active listening
(38:58) Practice management and wealth management, and the pros and cons of writing about each one
(41:50) Time for our Play segment!
(42:04) Dream jobs as a kid
(42:47) Go Baltimore Orioles!
(47:00) Greg’s love of music and impressive record collection
(49:28) Moment of gratitude
(53:55) Thank you to our listeners

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LinkedIn: Elena Krasnow
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LinkedIn: Jimmy Moock
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Connect with Greg Bartalos:
Website: Barron’s Advisor
LinkedIn: Greg Bartalos

About our Guest: Greg Bartalos is editor in chief of Barron’s Wealth & Asset Management Group. He previously was editor of Institutional Investor’s RIA Intel, which he helped launch in 2019. He also was editor in chief of Barrons.com and has worked at Yahoo Finance and Bloomberg News.

Publishing Tags: StreetCred PR, Press Play, Podcast, Elena Krasnow, Jimmy Moock, Public Relations, Financial Services, Barron’s Advisor, Barron’s, Greg Bartalos, Alternative Investments, Financial Journalism, Active Listening

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The Power of Alternative Investments with Mark Gatto (Ep. 19)

The Power of Alternative Investments with Mark Gatto (Ep. 19)

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Achieving growth in alternative investments takes a blend of passion, adaptability and vision.

In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Mark Gatto, co-founder and co-CEO of CION Investments (CION). Mark shares the story of how he went from being an entrepreneur in the sports industry to establishing CION, a leading alternative investment platform.

Mark discusses CION’s approach to providing individual investors with access to institutional-grade alternative investment opportunities, the death of the 60/40 portfolio and his past experience at Topps baseball trading company.

They discuss:

  • Mark’s career evolution from lawyer to sports entrepreneur to investment leader
  • CION’s partnership with GCM Grosvenor and the growing importance of infrastructure investments 
  • why alternatives are vital in today’s volatile market and how CION levels the playing field for individual investors
  • the impact of sports on Mark’s leadership style
  • exciting growth plans for CION’s Advisor Lab Podcast
  • and much more!

Tune in to discover how CION Investments is empowering investors to build more resilient portfolios and rethink alternative investments.

Topics:

  • (0:53) Introducing Mark Gatto
  • (2:17) What’s for lunch? Breakfast edition
  • (4:01) Mark’s career journey: sports, entrepreneurship, and finance
  • (5:06) Working at Topps baseball trading company
  • (5:49) The entrepreneurial bug 
  • (6:31) “I learned how to bring in clients and survive”
  • (7:38) Finding home again in the financial services industry 
  • (8:01) A leader in providing individual investors access to alternative investment solutions
  • (9:15) Baseball card collecting 
  • (11:36) Ichiro Suzuki cards story 
  • (13:45) The origins and evolution of CION Investments
  • (14:49) How alternatives can generate excess yield outside of the traditional markets
  • (15:34) Giving individual investors access to the alternatives market 
  • (16:52) Going up against the ‘titans of Wall Street’
  • (18:00) Why the 60/40 portfolio isn’t enough anymore
  • (26:51) Building an infrastructure-focused partnership with GCM Grosvenor
  • (30:49) Stories from Future Proof 
  • (31:17) The success of the Advisor Lab podcast and what’s next 
  • (33:55) Time for our Play segment!
  • (34:08) Coaching youth football and life lessons 
  • (39:02) Moment of gratitude for Mark’s Co-CEO Michael Reisner

Resources:

Connect with StreetCred PR:

Connect with Mark Gatto:

About our Guest: 

Mark is the co-founder & co-CEO of CION Investments Corporation, a leading alternative investment solutions platform, and serves on its investment committee. He is also a director, co-CEO and investment allocation committee member of CION Ares Diversified Credit Fund.

Mark has been with CION for almost 25 years and has served in numerous leadership positions during that time, including: executive vice president, chief acquisitions officer, EVP of business development, VP of marketing and associate general counsel.

Previously, Mark was an executive for a leading international product development and marketing company. He has also worked as an attorney in a private practice.

Mark received an M.B.A from the W. Paul Stillman School of Business at Seton Hall University, a J.D. from Seton Hall University School of Law and a B.S. from Montclair State University.

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