Shows
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 33| AI, FinTech, and the Future of Wealth Management with Matt OberJoin host Brittany Mason as she sits down with Matt Ober of Social Leverage to unpack his path from Bloomberg to hedge funds to VC and explore how AI and fintech are reshaping wealth management. They discuss why wealth tech is still ripe for innovation, the impact of Gen Z/millennial investors, prediction markets, Social Leverage’s investment approach, and the founder traits that drive success. Matt also shares how AI will change financial services and practical advice for aspiring builders and data scientists.Key takeaways: Wealth management tech remains outdated — big opportunity for automation and unif...
2026-02-1736 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 30| Chasing Liquidity: Cracking the Code of Private Equity with John LidingtonIn this episode, host Shana Orczyk Sissel sits down with John Lidington, Portfolio Manager at Man Numeric, to explore the evolving world of liquid private equity—an innovative way that seeks to capture private equity–style returns through public markets.John shares how Man Numeric’s liquid private equity strategy bridges the gap between public and private markets, offering investors access to private equity–like exposure without the high fees, illiquidity, or lock-up periods of traditional PE funds.Key Takeaways: How liquid private equity works—and how public equities can be used to seek exposure t...
2026-02-0349 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 32| Gen X, Money & Harmony: A Wealth of Knowledge with Dr. Preston CherryJoin host Brittany Mason as she sits down with renowned wealth advisor and financial therapist, Dr. Preston D. Cherry, author of "Wealth in the Key of Life." Join us as we delve into the concept of financial harmony and discover how Generation X can navigate challenges while aligning their wealth with their life's purpose.In this episode, Dr. Cherry, a proud member of Generation X, discusses the unique traits and hurdles faced by his generation, often dubbed the "forgotten generation." From growing up as latchkey kids to fostering resilience and skepticism, learn how these experiences influence their...
2026-01-2044 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 29| Beyond the Bank: Private Credit Confidential with Mario ValenteIn this episode of "What's the Alternative," host Shana Sissel sits down with Mario Valente, Portfolio Manager and Deputy Chief Investment Officer at Stansberry Asset Management, to explore the evolving landscape of private credit. Together, they discuss how this asset class has grown significantly since the financial crisis, filling the capital void left by traditional banks. Unlike public credit, private credit offers unique challenges and opportunities, emphasizing the critical importance of manager selection and thorough due diligence.Mario shares insights on the diverse market of private credit, from senior secured loans to niche sectors like B2B...
2026-01-0643 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 31 | Navigating AI & Authenticity: A Dive Into Branding with Emily BinderJoin Brittany Mason in this enlightening episode of The Alternative Mason as she interviews Emily Binder, founder of Beetle Moment Marketing and Wealth Voice. They discuss the importance of having an informed point of view for building a strong brand, the evolving role of authenticity in content marketing, and strategies for overcoming a traumatic relationship with money. Emily also shares her journey into finance and marketing, the significance of self-advocacy, and the impact of AI on content creation.Key Takeaways: Developing a clear and informed point of view is crucial for differentiating your brand. Authenticity fosters...
2025-12-161h 06
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 28 | Unmasking Hedge Funds: Low-Cost Alternatives & Global Macro Secrets with Bob ElliottIn this episode of What’s the Alternative, host Shana Orczyk Sissel sits down with Bob Elliott, Founder, CEO & CIO of Unlimited Funds, to unpack the true potential of alternative investments for advisors and investors. They cover hedge fund fees, the rise and struggles of liquid alternatives, global macro and managed futures, hedge fund replication challenges, and Unlimited Funds’ HFND flagship — plus upcoming launches like liquid venture capital. If you want practical guidance on how alternatives can improve portfolio diversification and how to access low-cost, diversified strategies, this episode is for you.Key takeaways: Traditional hedge funds...
2025-12-021h 01
In The Harbor#15 Shana Orczyk SisselSend a textShana 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 a...
2025-11-2148 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 30 | The Astoria Story: Investment Strategies and Entrepreneurship with John DaviIn this episode of The Alternative Mason, Brittany Mason chats with John Davi — founder of Astoria Portfolio Advisors and one of the sharpest minds in the ETF world. John shares how growing up in Queens shaped his hustle, how early stints at Merrill Lynch and Morgan Stanley fueled his love for markets, and what drove him to launch Astoria back in 2017.They dive into how Astoria blends macro insights with quantitative research, what it’s really like to build an independent firm from the ground up, and where John sees the next big wave — from alternative investments to the...
2025-11-1835 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 27 | Stacking the Deck: Redefining Alternative ETF Models with Jeremy SchwartzIn this episode of 'What's the Alternative?', Shana Orczyk Sissel, founder and CEO of Banrion Capital Management, chats with Jeremy Schwartz, Global Chief Investment Officer at WisdomTree. They delve into their groundbreaking collaboration—a cutting-edge ETF model that blends traditional investments with innovative alternatives. Discover how a 60/40 portfolio can be supercharged with a 20% allocation to alternatives through the concept of return stacking. The discussion highlights the strategic use of leverage, the benefits of WisdomTree's open architecture approach, and the pivotal role of Quorus in seamless model implementation.The conversation between Shana and Jeremy provides valuable insights in...
2025-11-0449 min
The Insight is Capital™ PodcastWhy EQ beats IQ in Wealth Management with Shana SisselIn this powerful episode of Insight is Capital, host Pierre Daillie sits down with Shana Sissel, CEO and Founder of Banríon Capital Management, widely known as the “Queen of Alternatives.” From breaking barriers in the world of alternative investments to surviving and thriving through profound personal adversity, Shana’s story is one of resilience, purpose, and innovation.
She reveals how Banríon was built by advisors, for advisors — an open-architecture platform designed to help wealth managers make sense of alternatives and scale their use effectively. Shana and Pierre dig deep into what makes advisors successful, why emotional intelligence (EQ) matter...
2025-10-241h 36Insight is Capital™ PodcastWhy EQ beats IQ in Wealth Management with Shana SisselIn this powerful episode of Insight is Capital, host Pierre Daillie sits down with Shana Sissel, CEO and Founder of Banríon Capital Management, widely known as the “Queen of Alternatives.” From breaking barriers in the world of alternative investments to surviving and thriving through profound personal adversity, Shana’s story is one of resilience, purpose, and innovation.
She reveals how Banríon was built by advisors, for advisors — an open-architecture platform designed to help wealth managers make sense of alternatives and scale their use effectively. Shana and Pierre dig deep into what makes advisors successful, why emotional intelligence (EQ) matter...
2025-10-241h 36
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 29 | Commanding Wealth: Military Precision in Money Management with Dennis MortonJoin Brittany Mason in this engaging episode of 'The Alternative Mason' as she sits down with Dennis Morton, co-founder of Morton Brown Family Wealth and an army veteran with a background in history. Dennis shares his unconventional path into the finance industry, discussing the importance of humanities education, his transition from the military to finance, and the founding and growth of Morton Brown Family Wealth. This discussion serves as an inspiring reminder that the financial industry is not solely about numbers—it's about people, leadership, and the ability to continuously evolve in a rapidly changing world.Key Ta...
2025-10-2154 min
On The Tape with Danny MosesShana Sissel: The Queen of Alternatives and PerseveranceDanny Moses interviews Shana Sissel, CEO and founder of Banríon Capital Managemen, known as the 'queen of alternatives.' Shana shares her journey in the financial industry, including roles at Morgan Stanley, Fidelity Investments, Russell Investments, and Orion, and discusses the evolution and importance of alternative investments. She highlights the challenges and opportunities for retail investors in this space and the role of advisor-centric platforms like Banríon . The conversation also touches on current market conditions, the impact of AI, and concerns about valuations and debt. Shana emphasizes the significance of manager selection and understanding market structures in to...
2025-10-0840 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 26 | Riffing on Returns: A Structured Note Playbook with Vinay ToliaJoin Shana Orczyk Sissel, founder and CEO of Banríon Capital Management, as she discusses the ins and outs of structured notes and buffer funds with Vinay Tolia, CEO of Marine Layer Advisors. In this episode of 'What's the Alternative Podcast,' learn about the growing trend of defined outcome vehicles in the investment space, including their complexities, risks, and proper uses. Discover how Vinay's background as a derivatives trader provides unique insights into optimizing structured notes for clients, and why younger advisors might have a different view on these products compared to older generations. This episode is a m...
2025-10-0759 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 28 | THe VC Firm That Thinks Different and Hires Bots with Brad ZappWhat happens when a banker’s son builds a venture firm in a place most investors overlook? Brad Zapp, Cp-Founder, President and Head of Strategy & Marketing at Connetic Ventures, shares how rejection fueled his pivot into early-stage investing, eventually leading to Wendal, an AI-powered associate that reviews founders 24/7. With this remarkably innovative tool, Brad is reimagining who gets funded and who gets to invest. This episode unpacks how AI, behavioral science, and fund structure innovation are opening venture capital to a much broader audience.Key takeaways: AI can scale deal sourcing and diligence, even from outside tr...
2025-09-1656 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 25 | The Private Credit Revolution with John SateriPrivate credit is growing faster than ever, and in this episode of 'What's the Alternative?', Shana Orczyk Sissel sits down with John Sateri from The Gladstone Companies to uncover why. From small companies transitioning to market leaders to the intricacies of private credit, this conversation dives deep into an exciting and evolving sector.Shana and John discuss his extensive background, the evolution of Gladstone since his start in 2007, and the unique advantages of private credit as opposed to traditional banking models. They break down the benefits and limitations of interval funds and BDCs, as well as...
2025-09-0946 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 24 | Roundabouts and Real Estate: A Multifamily Adventure with Ivan BarrattGet ready for a deep dive into the world of multifamily real estate investing! In this episode of 'What's the Alternative?', host Shana Orczyk Sissel sits down with Ivan Barrett, founder and CEO of The BAM Companies, to explore the ins and outs of multifamily investing. Ivan shares insights from over 25 years in real estate, discussing the impact of fiscal policies, the current market outlook, and why the Midwest offers unique investment opportunities.Discover how The BAM Companies approaches property management, the importance of school districts, and BAM's dedication to community impact and economic resilience.
2025-08-1345 min
Invest Well, Be WellBrittany Mason - Building Alternatives, Brick by BrickTune in to hear:In this episode, we discuss Brittany’s career, her passion for travel and her wellness and meditation routine that centers her personal and professional life. We also take a closer look at the exciting future of alternative investments. Learn more about Brittany’s background, Banríon Capital’s mission and what sets Banríon apart in the alternative space.Banríon is focused on “democratizing access to alternatives.” What does this mean in practice and why is it important now?Are there specific types of alternatives that are really under appreciated or misunderstood...
2025-08-1234 min
The David Lin ReportTrump's New Executive Order Will Change Retirement Plans Forever | Shana SisselShana Sissel, Founder and CEO of Banrion Capital, explains alternative investments like private credit, crypto, and sports as options beyond regular stocks and bonds, discusses Trump's new order allowing them in 401(k)s with some hurdles, and suggests allocating 20% of portfolios to these for better diversification and lower risk.*This video was recorded on August 7, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW SHANA SISSEL:X (@shanaS621): https://x.com/ShanaS621X (Banrion_capital): https://x...
2025-08-1140 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 23 | Private Real Estate and How to Build All-Weather Business with David SelznickHave you ever heard of downside protection? It's the strategy that David Selznick used to build an all-weather investment approach in real estate. Instead of chasing trends, he focuses on sectors like senior housing, student living, and medical offices. In other words, the type of properties with a demand that holds strong even when the market is shaky.In this episode of What’s the Alternative?, David explains how cash flow beats speculation and how patience leads to better pricing. If you're into real estate, long-term strategy, or just want to understand what it takes to do sm...
2025-06-1746 min
Land & Everything Else42. What Most Financial Advisors Are Missing in Their Portfolios with Shana Orczyk SisselOne of the best ways of standing out as a financial advisor is connection. In this episode, Shana Orczyk Sissel—founder and CEO of Banríon Capital Management—shares how alternative investments can deepen client relationships while offering invaluable portfolio diversification. From private equity in sports teams to impact-driven funds, we explore how alts open the door to meaningful conversations that traditional assets often miss.Key takeaways:Most advisors underutilize alternatives, despite institutional investors allocating 20 to 35 percentAlts create personal connections by aligning with clients' values and interestsNew platforms and regulatory shifts are making alternatives more accessible than...
2025-06-1235 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 27 | Real Estate and Commercial Investment in Crisis Markets with Greg FriedmanGreg Friedman has a financial journey that starts in his early childhood, investing his birthday money, and has brought him to launching Peachtree Group in 2007. In this episode, he explains what he calls the Mispriced Risk Business and how he’s overseen $11 billion in real estate investments.Key takeaways: Greg’s first memories and how they shaped his entrepreneurial mindset. The difference between happiness and fulfillment. Mispriced risk and how to make money out of it. The importance of relationships for any business.Connect with us below! Greg Friedman on LinkedIn Peachtree Group Brittany Maso...
2025-06-1154 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 22 | From Advisor to VC: How AI and Access Are Reshaping Venture Capital with Brad ZappIn this episode, Brad Zapp, co-founder of Connetic Ventures, shares how he left wealth management to pioneer AI-powered founder analysis and launch one of the first advisor-accessible venture capital interval funds. We dive into his journey building Wendell, an AI “psychologist” that quantifies founder traits, and why making private markets more accessible isn’t just innovation—it’s a necessity. For any advisor looking to bridge the public-private gap without sacrificing ease or scale, this episode delivers a bold new blueprint.Key takeaways: AI can quantify founder psychology and improve early-stage investment decisions. Interval fund structures remove bar...
2025-05-2050 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 26 | How Elite School Districts Became a Billion-Dollar Investment Strategy with Sean O'DowdWhat do elite school districts have to do with resilient real estate investing? In this episode, Sean O’Dowd, Managing Partner of Scholastic Capital, shares how his “Scholastic Thesis” turns high-demand education zones into a powerful, defensive investment strategy. With multi-year leases, strict buy-box criteria, and a data-driven mindset, his approach offers stability in uncertain markets. He also unpacks the growing insurance crisis in states like Florida and why it may reshape U.S. real estate for years to come.Key takeaways: Multi-year leases in elite school districts create predictable income and economic stability. A disciplined 17-point...
2025-05-0637 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 21 | Finding Yield in a Volatile Market with Michael SedaccaWhat do interest rate hikes really mean for your bond portfolio?In this episode, Shana is joined by Michael Sedacca, Partner and Portfolio Manager at Rareview Capital, to break down how Federal Reserve policy cycles impact fixed income investing. From one of the most aggressive rate-hiking cycles in history to tactical opportunities in closed-end funds, Michael offers clear insights into what today’s interest rate environment means for investors.We cover: How the Fed’s 5.5% rate hike cycle has shaped the bond market Why early homeowners with sub-4% mortgage rates are in a uniquely luck...
2025-04-2246 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 25 | Gen Z Grit in the Finance Industry with Connor LapeanConnor Lapean, Investment Research Associate at Banríon Capital Management, opens up about breaking into alternative investments while still in college. From battling imposter syndrome to embracing AI and spotting opportunities in private credit, Connor shares what it really takes to earn trust and grow fast in a high-stakes industry.With a grounded mindset and a no-excuses attitude, he shows how Gen Z is reshaping finance—one bold move at a time.Connect with us below! Connor Lapean on LinkedIn Brittany Mason on LinkedIn Banríon Capital Management
2025-04-0843 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 20 | The Missing Piece in Your Client Relationships with H. Adam HoltOn this episode, Shana talks with H. Adam Holt, founder of Asset-Map, a software that turns complex financial data into simple, visual maps that spark better conversations and smarter decisions. From high-net-worth planning to alternatives and family dynamics, this tool helps advisors organize everything — income, assets, liabilities, and even family relationships — in one powerful snapshot.The result? Deeper trust, stronger multi-generational connections, and revenue that multiplies.Connect with us! H. Adam Holt on LinkedIn Asset-Map Shana Orczyk Sissel on LinkedIn Banríon Capital Management
2025-03-2548 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 19 | Real Estate, Ego Investing and Heads in Beds with Greg FriedmanOn this episode Shana brings on Greg Friedman, CEO of Peachtree Group, who breaks down hospitality investments, operational strategies, and market dynamics.Key Takeaways:• Operational management in hospitality• Airbnb's impact on the traditional hotel market• Geographical factors influencing investment decisions• Credit and equity investments• The evolving commercial real estate landscapeConnect with us! Greg Friedman on LinkedIn Peach Tree Group Shana Orczyk Sissel on LinkedIn Banríon Capital Management
2025-02-2544 min
March to a MillionBuilding Better Portfolios: The Role of Alternative Investments with Shana Sissel (Ep. 43)Are you ready to dive into the world of alternative investments? In this episode of the March to a Million podcast, Greg DuPont is joined by Shana Sissel, known as the “Queen of Alts,” to explore how innovative platforms like Shana’s Banrion Capital are revolutionizing investment opportunities for financial advisors.
Greg and Shana delve into the evolving landscape of alternative investments, breaking down barriers that have kept many advisors—and their clients—out of this space. They discuss the importance of integrating diversified investment options into portfolios to better serve clients’ needs. With Shana’s insight, you’ll learn a...
2025-02-1928 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 24 | Rocky, the Underdogs, and Global Macro Trading with Neil AzousThis episode features Neil Azous, Founder and CIO at Rareview Capital, and his insights from working at Goldman Sachs and the evolution of investment management towards a more personalized, goals-driven approach.Neil breaks down:• His career journey from inspiration to industry expert• The importance of goals-based investment management• Emotional decision-making in finance• Global macro trading• The perception of risk and the mindset of underdog investorsConnect with us below! Neil Azous on LinkedIn Rareview Capital Brittany Mason on LinkedIn Banríon Capital Management
2025-02-1154 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 18 | Putting Your Money Where Your House Is with Sean O'DowdIn this episode, Shana talks with Sean O’Dowd of Scholastic Capital, who specializes in the residential housing market. Scholastic’s unique approach emphasizes school districts and their role in driving demand for housing.Sean breaks down the current trends affecting the rental and housing markets, the implications of rising institutional investment, and strategies for investors to capitalize on these unique dynamics.Connect with us! Sean O’Dowd on LinkedIn Sean O’Dowd on Twitter Scholastic Capital Scholastic Capital on Facebook Shana Orczyk Sissel on LinkedIn Banríon Capital Management
2025-01-2852 min
The BiztapeIntertwining Fashion and Finance with Brittany MasonToday, Brodrick is joined on The Biztape by Brittany Mason, Chief of Staff at Banríon Capital Management. She shares her extraordinary journey from modeling and pageantry to the finance industry. Brittany reveals the challenges and triumphs she faced along the way, including:• Experiences and insights from modeling in New York• The power of pageantry in young women's lives, both for good AND bad.• Confronting personal and professional adversity during a crisis• Discovering a passion for finance and entrepreneurship• Advocating for ethical leadership and community support in the modeling worldConnect with us!
2025-01-201h 13
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 23 | Courage and Vulnerability in Entrepreneurship with Dr. Renée BakerIn this episode Brittany talks with Dr. Renée Baker, who shares her journey from corporate stability to entrepreneurial freedom, emphasizing the importance of courage, vulnerability, and financial education. She discusses strategies for preparing for financial emergencies, breaking the stigma around money conversations, and finding fulfillment in aligning one's passion with purpose.They break down:• Dr. Baker’s early money memories and their impact• The transition from corporate career to entrepreneurship• Essential attributes for becoming a successful entrepreneur• Importance of financial preparedness and emergency planning• Exploring alternative investments a...
2025-01-1456 min
Orion's The Weighing MachineShana Sissel of Banrion Capital Management - The Risks and Rewards of Alternative InvestingToday, Rusty and Robyn are joined by Shana Sissel, Founder and Chief Executive Officer at Banrion Capital Management. For two decades Shana Orczyk Sissel has climbed the ladder of the financial services industry. As Founder, President & Chief Executive Officer of Banrion Capital Management Shana helps independent advisors navigate the complex world of alternative investing, assisting with investment platform development, alternatives in portfolio construction and developing best practice in alternative investment due diligence. Dubbed the "Queen of Alternatives" by her peers. Shana is a sought after speaker & media contributor, appearing frequently at industry events and on major financial news outlets...
2024-12-2459 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 22 | Planning For the End, Preparing For the Future with Jamie HopkinsWhat do a fog machine, digital assets, and mentorship have in common? They’re all part of Jamie Hopkins’ journey in finance. From his childhood experiences with money to his career as foremost retirement expert, Jamie shares insights on building a secure financial future and shaping the next generation of advisors.Connect with us below! Jamie Hopkins on LinkedIn Bryn Mawr Trust Brittany Mason on LinkedIn Banríon Capital Management
2024-12-1746 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 17 | Market Psychology and Technical Analysis featuring Katie StocktonIn this episode, Shana explores the value of technical analysis in your investment toolkit through insights from Katie Stockton, founder of Fairlead Strategies. While traditionally overshadowed by fundamental or macro analysis, technical analysis plays an important role by focusing on price trends and market sentiment. Through examining historical events like the 2008 financial crisis and the 2022 bear market, Katie shows the power of technical tools such as moving averages. These indicators can help investors time the market effectively, manage risks, and minimize losses, shedding light on the essential nature of technical analysis in both factor investing and behavioral finance.
2024-12-0352 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 21 | Leadership and Investment Trends Shaping Tomorrow with David MeynckeIn this episode, David Meyncke, Managing Director of Clough Capital Partners, shares his journey in finance. From his start at Dean Witter to leading growth and tech innovation in advisory services, he talks about the industry’s shift from commission-based to fee-based models, making investment more client-friendly. David also explains the rise of ETFs, why they’re popular, and how advisors can pick the right ones. He gives advice on leadership and teamwork, plus his thoughts on where the industry is headed with new tech, demographic shifts, and insights from leaders like Warren Buffett, Jamie Dimon, and Elon Musk.
2024-11-191h 00
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 16 | Tony Davidow's Guide to Private Markets featuring Tony DavidowIn this episode, Shana talks with alternative investment strategist Tony Davidow from Franklin Templeton about the value of alternative investments. Tony shares stories from his career and explains how investments beyond traditional stocks and bonds—like private credit and real estate—can build wealth and support personal goals. We also discuss new ways for everyday investors to access these options, and Tony offers tips for advisors on guiding clients through this evolving investment landscape.Connect with us below! Tony Davidow on LinkedIn Private Markets by Tony Davidow The Alternative Allocations Podcast Shana Orczyk Sissel on LinkedIn Banrí...
2024-11-0553 min
How Did We Get Here?13. How Did We Get From Pageant Queen to Queen of Alts? with Shana Orczyk SisselJoin us as Shana Orczyk Sissel, founder of Banríon Capital, shares her journey into finance without a traditional finance degree. From her experiences in sports, theater and pageants to overcoming ADD and navigating challenges in a demanding industry, Shana’s story highlights resilience and creativity. She talks about building her business and balancing life as a single mom, offering valuable insights for anyone looking to succeed in finance and beyond.Connect with us! Shana Orczyk Sissel on LinkedInBanríon Capital ManagementJess Bost on LinkedInMark Newfield on Li...
2024-10-241h 09
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 20 | Building Your Career and Banking on Yourself with Luke LloydHow can a young professional build a network? Should they invest in the markets, or crypto? Luke Lloyd shares his journey from a blue-collar upbringing to building financial strategies for today’s economy. He talks about early lessons with his dad, the power of stepping out of comfort zones, and the importance of real connections and mentorship.We also explore new investment trends like AI, cryptocurrency, and sports investing, along with tips on staying balanced through mindfulness. Whether you're new to finance or experienced, this episode offers practical advice to grow your career and navigate the changing ma...
2024-10-2239 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 15 | The Ins and Outs of ETFs featuring Vince LorussoShana sits down with Vince Lorusso, President & CEO of Clough Capital Partners L.P., who shares how he went from a family of lawyers to becoming a finance professional. He talks about his passion for finance, transitioning from hedge funds to exchange-traded funds (ETFs), and the benefits of ETF strategies like transparency and tax savings. Vince also explains the challenges of adapting to new regulations and offers tips on managing risk, short positions, and market volatility.Connect with us below! Vince Lorusso on LinkedIn Clough Capital Partners Shana Orczyk Sissel on LinkedIn Banríon Capital Management
2024-10-0848 min
The Raise Your Average™ PodcastFrom Long/Short to Long Sports: Exploring Unique Uncorrelated Alternative Investments with Banrion's Shana SisselIn 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...
2024-09-241h 11Insight is Capital™ PodcastShana Sissel – From Long/Short to Long Sports: Exploring Unique Uncorrelated Alternative InvestmentsIn 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...
2024-09-241h 11
Markets OutlookCrypto Update | Navigating Crypto Volatility: Rate Cuts, Recession Fears, and MoreThe latest price moves and insights with Jennifer Sanasie and Banrion Capital Management co-founder and Chief Investment Strategist Victoria Bills.To get the show every day, follow the podcast here.Banrion Capital Management co-founder and Chief Investment Strategist Victoria Bills weighs in on the impact of political discussions on the crypto industry ahead of the election in November. Plus, insights on the slowdown in U.S. economy and what a potential interest rate cut could mean for digital assets.-This content should not be construed or relied upon as investment...
2024-08-2018 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 19 | Understanding and Overcoming Financial Abuse Featuring Jacqueline SchadeckWelcome 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 19 "Understanding and Overcoming Financial Abuse" features Jacqueline Schadeck, Founder of Golden Wealth Strategies. After witnessing her mother fall victim to poor financial advice that cost her family everything, Jacqueline Schadeck set out to become a go-to resource f...
2024-08-0640 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 18 | Supporting Small Business Through Micro Private Equity featuring Kyle KuderewskiWelcome 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 18 "Supporting Small Business Through Micro Private Equity" features Kyle Kuderewski, Operations Manager with WebStreet (formerly Empire Flippers Capital). Kyle blends expertise in passive investing, entrepreneurship, and alternative investments. With a background in engineering management and a master's i...
2024-07-2336 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 14 | The Smoothing Effect featuring Cliff AsnessWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. In this episode Shana sits down with legendary hedge fund manager, Cliff Asness, to discuss how advisors can best evaluate alternative investment strategies whether public or private. Cliff is a Founder, Managing Principal and Chief Investme...
2024-07-1650 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 | The Psychology of Investing featuring Eben BurrWelcome 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 17 "The Psychology of Investing" features Eben Burr, President of Toews Asset Management. As President of Toews Eben helps oversee the culture and direction of the firm which specializes in creating strategies designed with the clients financial and e...
2024-07-0546 min
The FintapeShana Orczyk Sissel on Empowering Advisors with Alternative Investments and Personal StrengthEver wondered how resilience and leadership can transform both personal challenges and business innovation? Join us as Shana Orcyk Sissel, founder and CEO of Banríon Capital Management, shares her inspiring journey battling stage four breast cancer and a spinal tumor while guiding her firm to new heights. How has her experience shaped Banríon’s approach to alternative investments, making them more accessible and less intimidating for advisors? Explore a range of asset classes from hedge funds to collectibles and crypto, designed to align with client passions. Discover how platforms like Banríon are simplifying access to niche inves...
2024-06-2823 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 13 | Micro Private Equity: Investing in Small Business featuring Mike VranjkovicWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. In this episode Shana sits down with Mike Vranjkovic, Managing Partner & Co-Founder at WebStreet, a firm that specializes in Micro Private Equity investing with a primary focus on e-commerce businesses. Mike Vranjkovic is the Managing Partner...
2024-06-2842 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 16 | New Opportunities in Commercial Real Estate Featuring Cory JohnsonWelcome 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 16 "New Opportunities in Commercial Real Estate" features Cory Johnson, Co-Founder & CEO of Pender Capital. Cory Johnson serves as Chief Executive Officer of Pender Capital and brings over 20 years of experience in real estate acquisition, development, finance, and...
2024-06-1948 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 12 | Be The Bank: Real Estate Debt Investing with Ben LyonsWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. In this episode Shana sits down with Ben Lyons, Founder & Managing Director at LYNK Capital, to dive in to his passion for Real Estate investing. In his 37-year career, the Managing Director of LYNK Capital, Ben Lyons...
2024-06-1340 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 15 | Alternatives Simplified Featuring Bobbi IvanovaWelcome 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 15 "Alternatives Simplified" features Bobbi Ivanova, Managing Director & Investment Strategist with Simplify Asset Management. Bobbi started her career as a risk manager at Goldman Sachs focusing on OTC FX and Interest rates instruments within the interbank channel. She...
2024-06-0436 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 11 | Crypto 101 featuring Matt HouganWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. In this episode Shana sits down with Matt Hougan, Chief Investment Officer at Bitwise Asset Management, a leading provider of crypto solutions for financial advisors. Matt Hougan is one of the world’s leading experts on crypto...
2024-05-2251 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 14 | Financial Education for the TikTok Generation featuring The Wall Street SkinnyWelcome 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 14 "Financial Education for the Tik Tok Generation" features Kristen Kelly & Jen Saarbach, founders of The Wall Street Skinny. Kristen and Jen are two lifelong friends and proud nerds. They grew up pursuing other academic interests, but found...
2024-05-141h 00
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 10 | Alternative Building Blocks featuring Michael GreenWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. In this episode Shana sits down with Michael Green, Portfolio Manager & Chief Strategist at Simplify Asset Management, to discuss the best approach for advisors to start building portfolio allocation to the alternative space. Michael has studied...
2024-05-0756 min
The Investipal PodcastUnlocking Alternative Investments with Shana SisselShana Sissel is the Founder, President & CEO of Banrion Capital Management, an alternatives technology platform helping to simplify investing in alternatives for advisors and assessment managers. She’s a frequent speaker and contributor to major outlets like CNBC, Fox Business Network, Bloomberg and the TD Ameritrade Network. And she’s a fierce advocate for women in finance.
In this episode, we explore the rising popularity of alternative investments, the difficulties advisors face in navigating this space, how Banrion is making it easier for advisors, and how these investments can be incorporated to improve a port...
2024-05-0125 min
NoBS Wealth®Ep. 80 - Shana Orczyk Sissel on Mastering Alternatives in Modern InvestingWelcome to the latest episode of the "No BS Wealth Podcast," where we delve into the world of alternative investments with industry expert Shana Orczyk Sissel. In this enlightening session, Shana, the CEO of Banrion Capital Management, shares her insights on the expansive universe of alternative investments. From hedge funds to real estate and beyond, learn how alternatives can diversify and strengthen your investment portfolio.Discover more about Shana and her work at Banrion Capital by visiting Banrion Capital. Shana is also active on LinkedIn; connect with her to follow her latest updates at Shana's LinkedIn.
2024-05-0135 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 9 | Interval Funds: The Good, The Bad & The Ugly featuring Kimberly FlynnWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. In this episode Shana sits down with Kimberly Flynn, President of XA Investments to discuss everything you need to know about interval funds and their close cousin; tender offer funds. As president of XA Investments, Kimberly...
2024-04-3058 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 13 | Growing Up Banking Featuring Jamie ShulmanWelcome 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 13 "Growing Up Banking" features Jamie Shulman, Co-Founder and Fund Manager at Meriwether Group Capital A banking veteran with more than 25 years of lending and management experience, Jamie brings an entrepreneur’s level of energy, engagement and creativity to...
2024-04-2445 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 12 | No BS Wealth Featuring Stoy HallWelcome 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 12 "No BS Weath" features Stoy Hall, Founder & CEO of Black Mammoth, a modern family office & holistic financial planning firm. Born and raised in Omaha, Nebraska, Stoy went to college in Des Moines, Iowa, graduating from Drake University...
2024-04-2347 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 11 | Matters of Diversity Featuring Jeff ThomasWelcome 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 11 "Matters of Diversity" features Jeff Thomas, National Director of Advisor Advocacy at Swan Global Investments. Jeff transitioned from a fourth generation Lobster Fisherman to a Financial Advisor, drawing from his early entrepreneurial experiences and market insights. In...
2024-03-1243 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 8 | To Be or Not to Be Liquid (in Real Estate) Featuring Phil BakWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. In this episode Shana sits down with Phil Bak, CEO of Armada ETFs, REIT-specialty asset manager that delivers customized solutions to REIT investors through ETFs, SMAs, and access to proprietary AI and machine learning REIT valuation models. Phi...
2024-03-0545 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 7 | Achieving Alts for All By Leveraging Technology Featuring Steve ZuschinWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. In this episode Shana sits down with Steve Zuschin, Chief Revenue Officer, at Mammoth Technology, to discuss how Banrion and Mammoth Technology have partnered together to develop a technology solution that is changing the way advisors allocate to alter...
2024-02-1459 minMarkets OutlookCrypto Update | What's Behind Bitcoin's Weekend Rally? With Victoria BillsThe latest price moves and insights with Jennifer Sanasie and guest Victoria Bills, chief investment strategist at Banríon Capital.To get the show every day, follow the podcast here.On "Markets Daily," host Jennifer Sanasie speaks with Victoria Bills, chief investment strategist at Banríon Capital, about expectations for Consumer Price Index (CPI) data, probability of a spot ether ETF and top tech stocks.-Consensus is where experts convene to talk about the ideas shaping our digital future. Join developers, investors, founders, brands, policymakers and more in Austin, Texas fr...
2024-02-1210 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 10 | The Behavioral Investor Featuring Dr. Daniel CrosbyWelcome 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 10 "The Behavioral Investor" Features Dr. Daniel Crosby, best selling author and Chief Behavioral Officer at Orion Advisor Solutions. In his role at Orion, Dr. Crosby develops behavioral tools, training, and technology for financial advisors to allow for...
2024-02-0637 min
The Language Question - Ceist na Teangan#21 Banríon an Ghrinn - A Conversation with Áine GallagherTo learn more and for all show notes go to - https://thelanguagequestion.com/episode-21-banrion-an-ghrinn-a-conversation-with-aine-gallagher
2024-01-291h 13
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 6 | Private Credit 101 featuring Jamie ShulmanWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. In this episode "Private Credit 101", Banrion Capital Management's, Victoria Bills sits in for Shana. Victoria is joined by Jamie Shulman, co-founder and fund manager at Meriwether Group Capital. Meriwether Group is a modern day merchant bank comprised of busin...
2024-01-2542 minMarkets OutlookCrypto Update | Are Investors Turning to Ether? Victoria Bills on What's Next in MarketsThe latest price moves and insights with Jennifer Sanasie and guest Victoria Bills, chief investment strategist at Banríon Capital.To get the show every day, follow the podcast here.Tune to today's episode of "Markets Daily" for a minute of market news followed by an interview with Banríon Capital Chief Investment Strategist Victoria Bills on how financial advisers might speak with their clients about bitcoin and crypto assets in 2024.This episode was hosted by Jennifer Sanasie. “Markets Daily” is executive produced by Jared Schwartz and produced and edited by Eleanor Pahl, alongs...
2024-01-1615 min
Nuacht Mhall6 Eanáir 2024 (Ciarraí) - TÉIC 2Nuacht Mhall. Príomhscéalta na seachtaine, léite go mall.
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Inniu an séú lá de mhí Eanáir. Is mise Gráinne Ní Bhrosnacháin.
Ar Lá Caille, bhuail crith talún cósta thiar na Seapáine agus fuair 48 duine bás. Faoi láthair tá na húdaráis ag cuardach a huile daoine atá faoin smionagar agus foirgnimh tite anuas agus trí thine. Sa chathair Ishikawa a bhí eipealár an chreatha talún a chur comhartha rabhaidh go dtarlódh súnámaí. Deineadh aslonnú ar na daoine as an gceantar agus bhí gearradh cumhac...
2024-01-1306 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 9 | Return Stacking Featuring Corey HoffsteinWelcome 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 9 "Return Stacking" Features Corey Hoffstein, co-founder of and Chief Investment Officer at Newfound Research. Founded in 2008, Newfound Research LLC is a quantitative investment and research firm dedicated to helping investors pro-actively navigate the risks of investing by unlocking the be...
2024-01-0947 min
Nuacht Mhall6 Eanáir 2024 (Ciarraí)Nuacht Mhall. Príomhscéalta na seachtaine, léite go mall.
*
Inniu an séú lá de mhí Eanáir. Is mise Gráinne Ní Bhrosnacháin.
Ar Lá Caille, bhuail crith talún cósta thiar na Seapáine agus fuair 48 duine bás. Faoi láthair tá na húdaráis ag cuardach a huile daoine atá faoin smionagar agus foirgnimh tite anuas agus trí thine. Sa chathair Ishikawa a bhí eipealár an chreatha talún a chur comhartha rabhaidh go dtarlódh súnámaí. Deineadh aslonnú ar na daoine as an gceantar agus bhí gearradh cumhac...
2024-01-0605 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 5 | Venture Capital Reimagined featuring Dave ThorntonWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. In this episode "Venture Capital Reimagined", Shana is joined by Dave Thornton, Co-Founder, CEO & CIO at Vested. Vested is pioneering index-like exposure to the VC asset class, across company stage, sector, and founding year. Vested acquires its exposure...
2023-12-2745 min
Alternative UniverseNavigating Alternative Investments as a Strategy for Growth with Victoria BillsEpisode 003: In this episode of Alternative Universe, we bring you a webinar featuring Steve Zuschin, Jud Mackrill, and Victoria Bills. Victoria is the Chief Investment Strategist at Banrion Capital Management, and Jud is Co-Founder at Milemarker and General Partner at Mammoth. Together, they dive into the world of alternative investments for business growth and retirement strategies. They also discuss the complexities of incorporating alternative investments into business strategies, positioning them for clients, and overcoming challenges. They touch on the importance of building a positive client experience and tailoring investment strategies for retired clients. Join us...
2023-12-1946 min
Next MileNavigating Alternative Investments as a Strategy for Growth with Victoria BillsEpisode 025: In this episode of The Connected Advisor, Jud Mackrill is joined by Victoria Bills, Chief Investment Strategist at Banrion Capital Management, and Steve Zushin, Chief Revenue Officer at Mammoth Technology. Together, they dive into the world of alternative investments for business growth and retirement strategies. They also discuss the complexities of incorporating alternative investments into business strategies, positioning them for clients, and overcoming challenges. They touch on the importance of building a positive client experience and tailoring investment strategies for retired clients. Join us as we discuss:[01:22] - Intro to Victoria Bi...
2023-12-1947 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 8 | Alternative Investment Mega Trends Featuring Andy HagansWelcome 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 8 "Alternative Investment Mega Trends" Features Andy Hagans. Andy Hagans is a two-decade serial entrepreneur who helps High Net Worth Investors (HNWIs) protect and grow their wealth with alternative investments. After founding, scaling and selling four...
2023-11-2047 min
Inside ETFsThe Inside ETFs Podcast: Shana Sissel on The Rise of Alternative InvestmentsIn this episode, Informa Wealth Management’s Nabia Jenkins-Johnston is joined by Shana Sissel, founder, president and chief executive officer of Banríon Capital Management. Shana shares her insight on the importance of alternative investments, the evolution of asset allocation and the potential of interval funds. She also discusses how her media appearances and presence helps with connecting with advisors and clients.
Nabia and Shana discuss:
The importance of alternative investments in portfolio planning
How asset allocation has evolved
The impact of new investment strategies on the use of alternative investments
The importance of financial and inves...
2023-11-0633 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 7 | The Evolution of the 60-40 Featuring Dan HarmsWelcome 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 7 "The Evolution of the 60-40" Features Dan Harms. Dan Harms is Founder and CEO of Third Wire Asset Management. Third Wire Asset Management provides turn-key risk managed alternative investment portfolios for accredited investors built with advisors in...
2023-10-3033 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 4 | Diversification with Liquid Alternatives featuring Bill DeRocheWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. In this episode "Diversification with Liquid Alternatives" Shana is joined by Bill DeRoche, Head of Quantitative Investing at AGF Investments. AGF Investments is a global asset manager offering a wide variety of ETF solutions for investors in both the...
2023-10-1048 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 3 | Building Portfolios with a Third Wire featuring Dan HarmsWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. In this episode "Building Portfolios with a Third Wire" Shana is joined by Dan Harms, Founder and CEO of Third Wire Asset Management. Third Wire Asset Management provides turn-key risk managed alternative investment portfolios for accredited investors built wi...
2023-09-1142 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 6 | Breaking Down Barriers featuring Kelly Ann WingetWelcome 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 a...
2023-09-0551 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 5 | The Authentic Advisor featuring Vance BarseWelcome 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 5 "The Authentic Advisor" features Vance Barse, CPWA®, AIF® , Wealth Strategist & Founder of Your Dedicated Fiduciary®. Vance graduated from the University of Maryland with a B.S. in Neurobiology & Neurophysiology. He began his career in financial services with Alteg...
2023-08-2143 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 2 | A Guided Legacy featuring Josh KanterWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. In this episode "A Guided Legacy" Shana is joined by Josh Kanter, Founder and CEO of Leafplanner to talk about something a little different, how a legacy planning tool like Leafplanner can help advisors deepen their client relation...
2023-08-1446 min
What's the Alternative? Meet the ManagerWhat's the Alternative? | Episode 1 | The Trend is Your Friend featuring Phil ToewsWelcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios. Our premiere episode "The Trend in Your Friend" features Phil Toews, Founder and CEO of Toews Asset Management discussing his passion for trend following strategies and how advisors can use them to manage risk in client portfolios. Phi...
2023-07-2735 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 4 | The Allocator's Edge Featuring Phil HuberWelcome 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 4 "The Allocator's Edge" features Phil Huber CFP, CFA, Chief Investment Officer at Savant Wealth Management. Phil has been involved in the financial services industry since 2007. He worked for Huber Financial Advisors from 2008 until it joined with Savant...
2023-07-0333 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 3 |Democratizing Access to Venture Capital Featuring Dave ThorntonWelcome 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 3 "Democratizing Access to Venture Capital" features Dave Thornton, Co-Founder, CEO & CIO of Vested, one of Banrion Capital's partner asset managers. Vested is pioneering index-like exposure to the VC asset class, across company stage, sector, and founding year...
2023-06-0525 min
SplancSuccession, Feather Boas, Banríon na Siamsaíochta agus Spóirt na SeachtaineAr Splanc le Cuán Ó Flátharta: Eoin Keane maidir le Bród, an Daonáireamh, Succession agus neart eile. Emma Ní Chearúil ar Harry Styles ag Slane Castle. Banríon na Siamsaíochta Sinéad Ní Ualllacháin le moltaí Netflix agus scéalta spóirt na seachtaine seo le Daragh Ó Conchúir.
2023-06-021h 43
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 2 | Better than Alpha Featuring Christopher SchellingWelcome 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 2 "Better than Alpha" features alternative investment thought leader and author, Christopher Schelling. Chris Schelling is an investor, advisor and published author. With degrees in psychology, business, and finance, Chris is an expert at incorporating insights from behavioral...
2023-05-1737 min
The Alternatives Mason: Building Alts Knowledge Brick by BrickThe Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 1 | Guest Aaron FilbeckWelcome 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. Our first guest is Aaron Filbeck, Managing Director and Head of UniFi by CAIA. As Managing Director and Head of UniFi by CAIA™ , Aaron oversees content and product strategy for the UniFi by CAIA™ Program. Prior to this, Aaron...
2023-04-2421 min
NoBS Wealth®Uncover the Secrets of Alternative Investments with Shana Orczyk Sissel from Banrion Capital!Welcome to the Alternative Investments Series, where we explore the world of alternative investments with experts from various industries. Our guests come from all walks of life, from forex and commodities to real estate, offering insights and stories that will help you better understand the diverse universe of alternative investments. In this series, we aim to provide advisors and individual investors with the knowledge and tools they need to navigate the complex world of alternatives.Our first guest, Shana Orczyk Sissel, is the founder, CEO, and president of Banrion Capital Management. As a recognized expert in the...
2023-03-1553 min
The Black Swans PodcastLive from EXCELL! The Queen of Alternatives: Featuring Shana Orczyk SisselThe Black Swans Podcast recorded LIVE from the Cosmopolitan in Las Vegas at the Carson Excell Conference. In this episode hosts Suzanne Lundeen Abrams and Shana Orczyk Sissel discuss the recent challenges Shana has faced in her life and career. In this candid conversation Shana discusses her journey to launch Banrion Capital Management, what it means to be a "reluctant entrepreneur" and how she's managed to keep a positive outlook through it all! Connect with us! LinkedIn: Shana Orczyk Sissel Suzanne Lundeen Abrams Websites: Shana Sissel: Women...
2022-10-0431 min
The Point of EverythingTPOE 237: Sorcha Richardson, R Kitt, Patrick Stefan, Banrion, Ebben Phlo, Barefoot Gypsies5.33: Sorcha Richardson gives us a track-by-track breakdown of her brilliant second album Smiling Like an Idiot
https://sorcharichardson.bandcamp.com/album/smiling-like-an-idiot
1.06.22: R Kitt talks about the Give Us The Night campaign, what they expected and were hoping for in the budget, and what to look forward to at Haunted Dance Hall at the National Concert Hall this weekend.
shorturl.at/dgMOU
1.46.52: Dublin-based singer-songwriter Patrick Stefan on debut album Wayfare, travelling and finding music from around the world, swimming in Dublin, and more
https://patrickstefan.bandcamp.com/
2.35.09: Weekly new music section - new tunes from new artists in full, with...
2022-09-282h 55Nuacht Mhall10 Aibreán 2021 (Tiobraid Árann)Nuacht Mhall. Príomhscéalta na seachtaine, léite go mall.
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Inniu an deichiú lá de mhí Aibreáin. Is mise Gwyneth Nic Aidicín Ní Loingsigh.
Foilsíodh ‘treochlár’ an Chumainn Lúthchleas Gael Déardaoin a bhaineann le gníomhaíocht na heagraíochta i mbliana faoi shrianta Covid-19. Léiríonn an treochlár plean le haghaidh filleadh na gcomórtas idirchontae, ag tosú ar an ochtú lá de mhí na Bealtaine leis an chéad bhabhta den tSraith Náisiúnta Iomána. Cuirfear tús leis an tSraith Náisiúnta Peile an tseach...
2021-04-1005 min
The Tripod Try-PodEpisode 22: Seachtain na Gaeilge (Irish Week), with Emma Ní ChearúilThis week the lads go back to school and try their hand at Duolingo as Gaeilge (in Irish). They're joined by Irish language DJ, activist and Queen of all things Irish, Emma Ní Chearúil who points them in the direction of some good Irish language entertainment and resources. Listen as they discuss what they thought of Duolingo, their own backgrounds with Irish and their favourite things about the language.
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An tseachtain seo, tugann na leaids cuairt ar ais ar scoil chun triail a bhaint as Duolingo as Gaeilge. In éineacht leo inniú tá DJ, gníomhaí a...
2021-03-091h 42