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In this episode of In the Harbor, we sit down with Josh Pantony, Founder and CEO of Boosted.ai, to explore how AI is reshaping not just investment research—but the business of advice itself.

Josh Pantony is the Founder and CEO of Boosted.ai, an AI-powered investment research platform built specifically for professional investors and financial advisors. With a background spanning capital markets, data science, and applied machine learning, Josh has spent his career focused on one core problem: helping advisors and investors make better decisions faster—without sacrificing rigor, transparency, or trust.

Under Josh’s leadership, Boosted.ai has developed Alfa, a conversational and agentic AI platform that integrates directly into real-world investment workflows. Beyond portfolio construction and macro analysis, Josh is especially focused on how AI can help advisors scale their impact—from generating differentiated insights to improving how they identify, engage, and communicate with prospective clients.

Josh is a frequent speaker on the future of AI in wealth management, with a practical, advisor-first perspective on using technology as a force multiplier—not a replacement—for human judgment and relationship-driven advice.

We start with Josh’s career arc and the founding of Boosted.ai, then unpack what agentic AI really means versus traditional large language models. From there, the conversation expands into how advisors are using AI to move faster and smarter across their workflows—from macro research and portfolio construction to prospecting and client acquisition.

Josh explains how AI can help advisors surface timely, relevant insights that spark better conversations with prospects, personalize outreach at scale, and spend less time searching for information—and more time building trust. We also dive into Boosted’s work around voice and conversational interfaces, why spoken interaction is a natural evolution for research and prospecting, and how advisors can stay compliant while embracing these tools.

We close with a forward-looking discussion on what the advisor of the future looks like—and why AI may ultimately make the human side of advice more valuable, not less.

Key themes include:

• Agentic AI vs. traditional LLMs
• AI as a force multiplier for advisor prospecting
• Turning research insights into client conversations
• Voice-driven workflows and efficiency gains
• Risk, compliance, and trust in AI-enabled advice
• The evolving role of the modern advisor

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Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

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Join Jason Johns & Scott Lindsay as they sit down with President/CMO of Travel Planners International and Vacation Planners to discuss trends in travel, the evolution of the travel advisor and the role TPI is playing for travel advisors across the country. 

Jenn over 30 years of experience building, managing, and training sales teams for Fortune 500 companies like Ryland Homes and Premiere Farnell. Her natural talent for elevating companies to the next level began in the early 80’s as one of Marriott Vacation Club’s first employees where she cut her teeth working with the company in its’ infancy and helping it rapidly grow.

Software Support, Inc. was next on Lee’s list, working in a fast-paced entrepreneurial environment alongside the owner as they developed the first-ever, 24-hour technical support company for the emerging personal PC market. Fast forward to 2008, Lee left the corporate grind behind and launched her consulting and speaking business on a mission to help America’s entrepreneurs make good decisions with where they spend their time and resources, “Working with crazy, sleep deprived entrepreneurs is what gets me out of bed at 5:00am every morning!”

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

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Founder & CEO at Manning Ventures

Behind 30 years of experience leading strategic transformations, mergers and acquisitions, and growth ventures, Patrick founded Manning Ventures I, an early stage venture capital fund. Manning Ventures helps ambitious and switched-on teams achieve their full potential across the nutrition tech, sports and wellness verticals. 
 
 Patrick’s career essentially began as an Olympic rowing medalist, where he developed a keen understanding for what it really means to be results oriented. Two weeks after the Barcelona Games, Patrick started at Harvard Business School and subsequently spent 19 years at Bain & Company, primarily in London. His focus at Bain was helping clients drive outsized outcomes in the consumer, retail, industrial and private equity sectors.
 
 In 2019, Anglo American, the FTSE 10 diversified mining group, owner of De Beers and Bain client recruited Patrick to lead Group Strategy. Patrick worked closely with the CEO, top team, and Board to help devise and execute a major strategic, operational, and organizational turnaround that drove a 10x increase in share price. He was on the investment committee of Anglo Plats Ventures, which we spun out as a ~$200M+ venture fund.
 
 Now, Manning Ventures is six investments in (2 nutrition, 2 wellness, 2 new sports media), two of which are incubations and all of which have all gotten off to an excitingly strong start. 

Contact: [email protected]

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

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Ashley Marks is a Co-Founder and Co-Managing Partner of Cordillera Investment Partners. She is responsible for directing Cordillera’s overarching investment strategy alongside her co-founders. She also serves as a director of Cordillera portfolio companies.

Prior to founding Cordillera, Ashley was a Partner at Makena Capital Management where she was a senior member of Makena’s Real Estate investment team and served as the Portfolio Manager responsible for a Makena Real Estate Fund. She was also a member of the firm’s Investment Committee. Before Makena, Ashley was an Associate at MacFarlane Partners, a real estate private equity firm in San Francisco, and held previous positions at MacFarlane Partners and Robertson Stephens in the Technology Investment Banking group.

Ashley earned a BBA in Finance from the University of Michigan and an MBA from Stanford Graduate School of Business.

https://www.cordillera-ip.com/portfolio/
https://www.linkedin.com/company/cordillera-investment-partners/

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

🎙 Subscribe, follow, and join the conversation:
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In this episode of In The Harbor, we sit down with Chuck Proctor, a seasoned spread trader specializing in 30-year Treasury bond futures. Chuck takes us through his remarkable rise on the trading floor—from starting as a runner, to becoming a clerk, and ultimately earning his place as a local trader.

Together, we revisit the golden era of open-outcry pit trading: the chaos, the camaraderie, the competition, and the moments that shaped a generation of traders. Chuck shares firsthand stories of what it was like to survive—and thrive—in an environment built on instinct, speed, and human connection.

We then shift to the present day to examine the “death of the pits” and the takeover of markets by computers and algorithms. Chuck offers candid insights on how the culture of trading has evolved, what was lost, and where opportunity still exists for those willing to adapt.

If you’re interested in market history, trading psychology, or the evolution of fixed income futures, this is an episode you won’t want to miss.

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

🎙 Subscribe, follow, and join the conversation:
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Shana Orczyk Sissel, CAIA, widely recognized as "The Queen of Alternatives," is the Founder and CEO of Banríon Capital Management, where she is dedicated to empowering independent financial advisors with innovative solutions in alternative investments. With over 25 years of industry experience, Shana has established herself as a leading authority in the asset management and wealth management sectors.

Her career began as a Financial Advisor at Morgan Stanley, where she gained foundational knowledge in wealth advisory services. Over the years, she has worn many hats, including roles as an institutional and retail allocator, and has held senior positions at prominent firms such as Orion Advisor Solutions, Fidelity Investments, and Mercer. At Orion, she served as Director of Investment Due Diligence and ASTRO Project Lead, sourcing and implementing private investment deals across various liquidity spectrums. As Chief Investment Officer at Spotlight Asset Group, she managed a $500 million portfolio, led the investment committee, and developed comprehensive alternative investment strategies for clients.

In 2007, Shana was introduced to the world of alternative investments—a pivotal moment that shaped her professional focus. She has since dedicated her career to helping financial advisors develop internal alternative investment programs as a means to grow their businesses and better serve clients. Recognizing a significant gap in advisor-centric technology solutions, she sought to bridge this divide by creating a platform that offers the largest marketplace of alternative investment deal flow. In 2022, she launched Banríon Capital Management, partnering with industry innovators Dmitri Alexeev of AlphaBot and Jud Mackrill of Mammoth Technology to develop the first comprehensive, flexible, open-architecture alternative investment platform designed specifically for advisors by advisors.

Shana's expertise extends beyond platform development; she actively assists clients with alternative investment education, portfolio construction, and due diligence best practices. Her contributions include helping launch Armada ETF Advisors and advising on their first ETF, the Home Appreciation U.S. REIT ETF (HAUS). 

As a highly sought-after speaker and media contributor, Shana frequently appears on CNBC, Bloomberg, Fox Business Network, and the Schwab Network, sharing her insights on alternative investments and wealth management. Her peers have honored her as “Queen of Alternatives,” a nickname that reflects her deep industry impact and thought leadership.

https://www.banrioncapital.com/

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

🎙 Subscribe, follow, and join the conversation:
 📸 Instagram & TikTok → @intheharborpod
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From growing up in Michigan to leading Ray Dalio’s research team at Bridgewater Associates, Bob Elliott has spent his career decoding how the global economy really works. Now, as Co-Founder & CIO of Unlimited Funds, he’s bringing hedge-fund intelligence to every investor.

 Jason Johns and Mackey Daniel sit down with Bob to discuss his journey, how Unlimited replicates institutional strategies through ETFs and what he’s seeing in today’s markets. The conversation dives into his recent writings — “The AI Boom’s Real Economy Problem” and “Where to Turn When Stocks and Bonds Move Together” — to unpack what they mean for advisors navigating concentration risk, inflation, and the new diversification playbook.

Tune in for a candid look at macro strategy, Michigan roots, and the future of alternative investing.

Catch more of Bob’s insights:

www.unlimitedfunds.com

bobeunlimited.substack.com

X: @bobEUnlimited

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

🎙 Subscribe, follow, and join the conversation:
 📸 Instagram & TikTok → @intheharborpod
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Join Jason Johns as he sits down with Rich Consul and Mitch Vermet of Bankers Edge Advisory to discuss the credit landscape and be sure to check out their latest Credit Market Update at https://bankersedgeadvisory.com/credit-market-update-september-2025/.

Mr. Consul brings over twenty years of domestic and international secondary market expertise as a Senior Portfolio Manager and Fixed Income, Currency, and Commodities Strategist. Throughout his career he has served as a dedicated business partner to his corporate, banking, and insurance clients helping them solve and overcome various complex liquidity, risk management and secondary market challenges. Mr. Consul has lent his expertise to countless financial publications and platforms, including Asset TV, a renowned video research platform for investment professionals. 

Richard earned a BBA in Finance from the University of Michigan and a MSE in Financial Engineering from the University of Michigan. He is a member of the CFA Institute and and currently holds a FINRA Series 63, 79, and 82 license.

Richard is a Registered Representative of BA Securities, LLC. Member FINRA SIPC.

Mr. Vermet brings nearly a decade of experience in institutional asset management and investment banking. He has played a key role in managing over $30 billion in institutional capital, contributing to portfolio construction, tactical asset allocation, and strategic asset-liability management solutions. As a trusted advisor, Mitch helps clients navigate immediate challenges, manage risk effectively, and position themselves to seize opportunities across diverse macroeconomic scenarios.

Mitch earned a BA in Economics from the University of Michigan and a MA in Management from the Ross School of Business at the University of Michigan. He is a member of the CFA Institute, the CAIA Association, and currently holds a FINRA Series 63, 79, and 82 License.

Mitch is a Registered Representative of BA Securities, LLC. Member FINRA SIPC.

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

🎙 Subscribe, follow, and join the conversation:
 📸 Instagram & TikTok → @intheharborpod
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In this special Q4 Roundtable episode of In The Harbor, the Rock Harbor team sits down to discuss some of today’s most dynamic topics shaping both business and everyday life. From the rise of AI and its impact on industries, to the latest in sports, to where the financial markets may be headed as we close out the year—this wide-ranging conversation brings unique perspectives to the table. We also dive into how the definition of alternative investments is evolving, and what that means for investors going forward.

Tune in for an insightful, engaging discussion that bridges finance, technology, and culture—all in one episode.

Available now on YouTube, Spotify, and Apple Podcasts.

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

🎙 Subscribe, follow, and join the conversation:
 📸 Instagram & TikTok → @intheharborpod
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 This week, Jason Johns is joined by Paul Zimmermann, Vice President and Partner-Owner at Matick Automotive Group of Michigan. Together, they explore the unique trends shaping the auto industry in Metro Detroit compared to other markets, and how the lessons learned in one business can often apply across industries. Paul shares insights from his leadership journey, the evolving automotive landscape, and why adaptability is key no matter what field you’re in. 

⚓️ Find us In The Harbor
Where sports, leisure, and finance come together — from the rink to the markets and everywhere in between.

🎙 Subscribe, follow, and join the conversation:
 📸 Instagram & TikTok → @intheharborpod
💼 LinkedIn → Rock Harbor LLC
🐦 X & 📺 YouTube → @InTheHarborPod