Sep 24 2024 71 mins
In this episode of 'Raise Your Average,' co-hosts Pierre and Mike welcome Shana Orczyk Sissel, CEO at Banrion Capital Management. We explore Shana's 20-year journey in wealth management, her experience and insights on alternative investments, and the evolving landscape of the industry. Shana shares her personal story of transitioning from a career in sports management to finance, discussing the challenges and triumphs along the way. Our conversation gets into key trends and opportunities in the alternative space, including private equity, venture capital, and interval funds. Shana emphasizes the importance of differentiating and engaging clients through unique and personalized investment opportunities, from sports rights to fine art and beyond. With practical advice for advisors on how to integrate alternatives into client portfolios and the added benefits of working with experts, this episode offers a comprehensive look at making alternative investments accessible and appealing.
00:00 Welcome and Introduction
00:24 Guest Introduction: Shana Orczyk Sissel
02:01 Shana's Career Journey
04:31 The Role of Alternatives in Portfolios
11:41 Trends in Alternative Investments
21:26 Challenges and Opportunities in Alternatives
33:16 Exploring Market Neutral Strategies
33:45 Discussing BTAL: A Market Neutral ETF
35:23 The Complexity of Managed Futures
37:18 Return Stacking and Portfolio Diversification
39:00 Building Alternative Investment Portfolios
40:46 Banrion's Alternative Models
43:50 Understanding Diversifying and Non-Diversifying Alts
46:12 The Importance of Liquidity in Alternative Investments
51:52 Engaging Clients with Passion Investments
01:01:31 The Opportunity in Alternative Investments
01:05:24 Advice for Advisors Exploring Alternatives
01:10:18 Final Thoughts and Encouragement
=========================================
Where to find Shana Sissel, Banrion Capital Management:
=========================================
===========================================
Where to find us:
===========================================
Mike Philbrick on Linkedin
Rodrigo Gordillo on Linkedin
Adam Butler on Linkedin
Pierre Daillie on Linkedin
Joseph Lamanna on Linkedin
=========================================