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.<\/p>\n
00:00 Welcome and Introduction<\/p>\n
00:24 Guest Introduction: Shana Orczyk Sissel<\/p>\n
02:01 Shana’s Career Journey<\/p>\n
04:31 The Role of Alternatives in Portfolios<\/p>\n
11:41 Trends in Alternative Investments<\/p>\n
21:26 Challenges and Opportunities in Alternatives<\/p>\n
33:16 Exploring Market Neutral Strategies<\/p>\n
33:45 Discussing BTAL: A Market Neutral ETF<\/p>\n
35:23 The Complexity of Managed Futures<\/p>\n
37:18 Return Stacking and Portfolio Diversification<\/p>\n
39:00 Building Alternative Investment Portfolios<\/p>\n
40:46 Banrion’s Alternative Models<\/p>\n
43:50 Understanding Diversifying and Non-Diversifying Alts<\/p>\n
46:12 The Importance of Liquidity in Alternative Investments<\/p>\n
51:52 Engaging Clients with Passion Investments<\/p>\n
01:01:31 The Opportunity in Alternative Investments<\/p>\n
01:05:24 Advice for Advisors Exploring Alternatives<\/p>\n
01:10:18 Final Thoughts and Encouragement<\/p>\n
=========================================<\/p>\n
Where to find Shana Sissel, Banrion Capital Management:<\/p>\n
=========================================<\/p>\n
Banrion Capital Management<\/a><\/p>\n Shana Sissel on Linkedin<\/a><\/p>\n Shana Sissel on X<\/a><\/p>\n Shana Sissel on Instagram<\/a><\/p>\n ===========================================<\/p>\n Where to find us:<\/p>\n ===========================================<\/p>\n ReSolve Asset Management<\/a><\/p>\n ReSolve Asset Management Blog<\/a><\/p>\n Mike Philbrick<\/a> on Linkedin<\/p>\n Rodrigo Gordillo<\/a> on Linkedin<\/p>\n Adam Butler<\/a> on Linkedin<\/p>\n Pierre Daillie<\/a> on Linkedin<\/p>\n Joseph Lamanna<\/a> on Linkedin<\/p>\n =========================================<\/p>\n","protected":false},"excerpt":{"rendered":" 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.<\/p>\n 00:00 Welcome and Introduction<\/p>\n 00:24 Guest Introduction: Shana Orczyk Sissel<\/p>\n 02:01 Shana’s Career Journey<\/p>\n 04:31 The Role of Alternatives in Portfolios<\/p>\n 11:41 Trends in Alternative Investments<\/p>\n 21:26 Challenges and Opportunities in Alternatives<\/p>\n 33:16 Exploring Market Neutral Strategies<\/p>\n 33:45 Discussing BTAL: A Market Neutral ETF<\/p>\n 35:23 The Complexity of Managed Futures<\/p>\n 37:18 Return Stacking and Portfolio Diversification<\/p>\n 39:00 Building Alternative Investment Portfolios<\/p>\n 40:46 Banrion’s Alternative Models<\/p>\n 43:50 Understanding Diversifying and Non-Diversifying Alts<\/p>\n 46:12 The Importance of Liquidity in Alternative Investments<\/p>\n 51:52 Engaging Clients with Passion Investments<\/p>\n 01:01:31 The Opportunity in Alternative Investments<\/p>\n 01:05:24 Advice for Advisors Exploring Alternatives<\/p>\n 01:10:18 Final Thoughts and Encouragement<\/p>\n =========================================<\/p>\n Where to find Shana Sissel, Banrion Capital Management:<\/p>\n =========================================<\/p>\n Banrion Capital Management<\/a> <\/p>\n Shana Sissel on Linkedin<\/a><\/p>\n Shana Sissel on X<\/a><\/p>\n Shana Sissel on Instagram<\/a><\/p>\n ===========================================<\/p>\n Where to find us:<\/p>\n ===========================================<\/p>\n ReSolve Asset Management<\/a><\/p>\n ReSolve Asset Management Blog<\/a><\/p>\n Mike Philbrick<\/a> on Linkedin<\/p>\n Rodrigo Gordillo<\/a> on Linkedin<\/p>\n Adam Butler<\/a> on Linkedin<\/p>\n