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 investment opportunities, from sports rights to fine art and beyond. With practical advice for advisors on how to integrate alternatives into client portfolios and the added benefits of working with experts, this episode offers a comprehensive look at making alternative investments accessible and appealing. 00:00 Welcome and Introduction 00:24 Guest Introduction: Shana Orczyk Sissel 02:01 Shana's Career Journey 04:31 The Role of Alternatives in Portfolios 11:41 Trends in Alternative Investments 21:26 Challenges and Opportunities in Alternatives 33:16 Exploring Market Neutral Strategies 33:45 Discussing BTAL: A Market Neutral ETF 35:23 The Complexity of Managed Futures 37:18 Return Stacking and Portfolio Diversification 39:00 Building Alternative Investment Portfolios 40:46 Banrion's Alternative Models 43:50 Understanding Diversifying and Non-Diversifying Alts 46:12 The Importance of Liquidity in Alternative Investments 51:52 Engaging Clients with Passion Investments 01:01:31 The Opportunity in Alternative Investments 01:05:24 Advice for Advisors Exploring Alternatives 01:10:18 Final Thoughts and Encouragement ========================================= Where to find Shana Sissel, Banrion Capital Management: ========================================= Banrion Capital Management - https://www.banrioncapital.com/team Shana Sissel on Linkedin - https://www.linkedin.com/in/shsissel/ Shana Sissel on X - https://x.com/shanas621 Shana Sissel on Instagram - https://www.instagram.com/finance_queen2020/?hl=en =========================================== Where to find us: =========================================== ReSolve Asset Management - https://investresolve.com/ ReSolve Asset Management Blog - https://investresolve.com/blog/ Mike Philbrick - https://www.linkedin.com/in/michaelphilbrick/ Rodrigo Gordillo - https://www.linkedin.com/in/rodrigogordillo/ Adam Butler - https://www.linkedin.com/in/adamdbutler/ Pierre Daillie - https://www.linkedin.com/in/pierre-daillie-advisoranalyst/ Joseph Lamanna - https://www.linkedin.com/in/josephlamanna/ AdvisorAnalyst.com - https://advisoranalyst.com Copyright © AdvisorAnalyst =========================================