podcast
details
.com
Print
Share
Look for any podcast host, guest or anyone
Search
Showing episodes and shows of
Shana Orczyk Sissel
Shows
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 23 | Private Real Estate and How to Build All-Weather Business with David Selznick
Have 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...
2025-06-17
46 min
Land & Everything Else
42. What Most Financial Advisors Are Missing in Their Portfolios with Shana Orczyk Sissel
One 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...
2025-06-12
35 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 22 | From Advisor to VC: How AI and Access Are Reshaping Venture Capital with Brad Zapp
In 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...
2025-05-20
50 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 21 | Finding Yield in a Volatile Market with Michael Sedacca
What 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...
2025-04-22
46 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 20 | The Missing Piece in Your Client Relationships with H. Adam Holt
On 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
2025-03-25
48 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 19 | Real Estate, Ego Investing and Heads in Beds with Greg Friedman
On 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
2025-02-25
44 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 18 | Putting Your Money Where Your House Is with Sean O'Dowd
In 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
2025-01-28
52 min
NoBS Wealth
12 Days of Giving Day 12: From Cancer Diagnosis to Cancer-Free - A Business Owner's Raw Story of Survival, Support, and Unexpected Joy
What happens when your life changes in the blink of an eye? In this powerful finale of our 12 Days of Giving series, successful business owner Shana Sissel shares her raw, unfiltered journey through an unimaginable year. After suddenly losing her partner, Shana faced a devastating stage 4 cancer diagnosis while running her company and raising her young son as a single mother. But what started as a story of loss transformed into an inspiring testament to human resilience, the power of community, and finding unexpected joy in life's darkest moments.This episode goes beyond the typical cancer survival...
2024-12-24
36 min
Orion's The Weighing Machine
Shana Sissel of Banrion Capital Management - The Risks and Rewards of Alternative Investing
Today, 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...
2024-12-24
59 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 17 | Market Psychology and Technical Analysis featuring Katie Stockton
In 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.
2024-12-03
52 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 16 | Tony Davidow's Guide to Private Markets featuring Tony Davidow
In 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...
2024-11-05
53 min
How Did We Get Here?
13. How Did We Get From Pageant Queen to Queen of Alts? with Shana Orczyk Sissel
Join 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...
2024-10-24
1h 09
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 15 | The Ins and Outs of ETFs featuring Vince Lorusso
Shana 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
2024-10-08
48 min
The Raise Your Average™ Podcast
From Long/Short to Long Sports: Exploring Unique Uncorrelated Alternative Investments with Banrion's Shana Sissel
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...
2024-09-24
1h 11
Insight is Capital™ Podcast
Shana Sissel – From Long/Short to Long Sports: Exploring Unique Uncorrelated Alternative Investments
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...
2024-09-24
1h 11
We Talk Careers
Transformative Mindset
Transformative MindsetDon't miss this one! Wow.How can the 'Why me?' mindset be dangerous, and what is the transformative power of adopting a positive mindset?In this episode we’re going off script with Shana Orczyk Sissel as she shares her intensely personal journey through the last year and how she has navigated it. Shana Orczyk Sissel, CEO of Banríon Capital Management, specializes in alternative investments, helping advisors navigate complex public and private opportunities. She served as a key advisor in launching Armada ETF Advi...
2024-09-10
43 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 14 | The Smoothing Effect featuring Cliff Asness
Welcome 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...
2024-07-16
50 min
The Fintape
Shana Orczyk Sissel on Empowering Advisors with Alternative Investments and Personal Strength
Ever 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...
2024-06-28
23 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 13 | Micro Private Equity: Investing in Small Business featuring Mike Vranjkovic
Welcome 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...
2024-06-28
42 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 12 | Be The Bank: Real Estate Debt Investing with Ben Lyons
Welcome 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...
2024-06-13
40 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 11 | Crypto 101 featuring Matt Hougan
Welcome 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...
2024-05-22
51 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 10 | Alternative Building Blocks featuring Michael Green
Welcome 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...
2024-05-07
56 min
NoBS Wealth
Ep. 80 - Shana Orczyk Sissel on Mastering Alternatives in Modern Investing
Welcome 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.
2024-05-01
37 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 9 | Interval Funds: The Good, The Bad & The Ugly featuring Kimberly Flynn
Welcome 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...
2024-04-30
58 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 8 | To Be or Not to Be Liquid (in Real Estate) Featuring Phil Bak
Welcome 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...
2024-03-05
45 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 7 | Achieving Alts for All By Leveraging Technology Featuring Steve Zuschin
Welcome 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...
2024-02-14
59 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 6 | Private Credit 101 featuring Jamie Shulman
Welcome 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...
2024-01-25
42 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 5 | Venture Capital Reimagined featuring Dave Thornton
Welcome 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...
2023-12-27
45 min
We Talk Careers
Portfolio Management with Linda Klingman and Shana Sissel
On today’s episode, we are talking about the quintessential role of Portfolio Manager. They oversee the management and performance of a fund. What does it take to be successful and how do you get tapped for the role? Today we have Linda Klingman and Shana Sissel joining us.Linda Klingman is a Managing Director and Head of Money Market Strategies for Schwab AssetManagement. She leads the portfolio management teams for Schwab Money Funds and has overall responsibility for all aspects of the management of the funds. Linda earned a Bachelor of Business Administration fr...
2023-12-12
38 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 4 | Diversification with Liquid Alternatives featuring Bill DeRoche
Welcome 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...
2023-10-10
48 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 3 | Building Portfolios with a Third Wire featuring Dan Harms
Welcome 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...
2023-09-11
42 min
The Phil Bak Podcast
Shana Orczyk Sissel: Queen of Alts
Phil sits down with Shana Sissel to discuss her journey founding Banrion Capital and her alternative investment strategy.
2023-08-16
40 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 2 | A Guided Legacy featuring Josh Kanter
Welcome 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...
2023-08-14
46 min
What's the Alternative? Meet the Manager
What's the Alternative? | Episode 1 | The Trend is Your Friend featuring Phil Toews
Welcome 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...
2023-07-27
35 min
Futures Edge Show: Finance Unfiltered with Jim Iuorio and Bob Iaccino
The Quickest Way to NOT Reach Your Goals is to Lose Money - with Shana Orczyk Sissel
This week we are joined by the Queen of Alternatives; Shana Orczyk Sissel has climbed the ladder of the financial services industry. As Founder, President & Chief Executive Officer of Banríon 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 practices in alternative investment due diligence. Shana is a sought-after speaker & media contributor, appearing frequently at industry events and on major financial news outlets like CNBC, Fox Business Network, Bloomberg, and the TD Ameritrade Network...but we got her this week.
2023-05-22
1h 01
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...
2023-03-15
55 min
Bloomberg Daybreak: Asia Edition
Shana Orczyk Sissel on the Markets (Radio)
Shana Orczyk Sissel, President and Chief Executive Officer at Banríon Capital Management, discusses the latest on the markets. She spoke with hosts Doug Krizner and Rishaad Salamat on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.
2022-11-17
07 min
Stock Market Movers
Stock Market Movers October 10, 2022
Topics: ISM services index, ADP private payrolls, OPEC Production Cut, Oil Prices, Twitter Elon, Autozone, Helen Of Troy, Ford, Overall Stock market Sentiment, FED, unemployment rate, recession Featured Guest:1:45 PM ET -Shana Orczyk Sissel, CAIA President & Chief Executive Officer, Banríon Capital Management LLCStock Market Movers is all about covering the top stock market headlines on the day.If there is a mover or a major catalyst Money Mitch will cover it on the show.Money Mitch will bring on stock market E...
2022-10-10
54 min
Coffee with Connections
Shana Orczyk Sissel, CAIA
Shana Orczyk Sissel, CAIA is the Chief Investment Officer at Spotlight Asset Group and is our guest this week. Cooper and Shana discuss a number of topics, including alternatives/crypto in traditional portfolio allocation, #womeninfinance, the Fed and interest rates and more. Shana appears often on Fox News Business, CNBC and Yahoo Finance as a market Commentator. Enjoy!
2021-10-04
45 min