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

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Where to find Shana Sissel, Banrion Capital Management:

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Banrion Capital Management

Shana Sissel on Linkedin

Shana Sissel on X

Shana Sissel on Instagram

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Where to find us:

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ReSolve Asset Management

ReSolve Asset Management Blog

Mike Philbrick on Linkedin

Rodrigo Gordillo on Linkedin

Adam Butler on Linkedin

Pierre Daillie on Linkedin

Joseph Lamanna on Linkedin

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