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 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 Introduction00:24 Guest Introduction: Shana Orczyk Sissel02:01 Shana's Career Journey04:31 The Role of Alternatives in Portfolios11:41 Trends in Alternative Investments21:26 Challenges and Opportunities in Alternatives33:16 Exploring Market Neutral Strategies33:45 Discussing BTAL: A Market Neutral ETF35:23 The Complexity of Managed Futures37:18 Return Stacking and Portfolio Diversification39:00 Building Alternative Investment Portfolios40:46 Banrion's Alternative Models43:50 Understanding Diversifying and Non-Diversifying Alts46:12 The Importance of Liquidity in Alternative Investments51:52 Engaging Clients with Passion Investments01:01:31 The Opportunity in Alternative Investments01:05:24 Advice for Advisors Exploring Alternatives01:10:18 Final Thoughts and Encouragement=========================================Where to find Shana Sissel, Banrion Capital Management:=========================================Banrion Capital Management Shana Sissel on LinkedinShana Sissel on XShana Sissel on Instagram===========================================Where to find us:===========================================ReSolve Asset ManagementReSolve Asset Management BlogMike Philbrick on LinkedinRodrigo Gordillo on LinkedinAdam Butler on LinkedinPierre Daillie on LinkedinJoseph Lamanna on Linkedin=========================================