What's the Alternative? | Episode 20 | The Missing Piece in Your Client Relationships with H. Adam Holt

What's the Alternative? Meet the Manager

#Trading #Business #Shana Sissel #Shana Orczyk Sissel #Women Finance #Alternative Investments #Investing #Financial Advisors

34:01

I think you could probably go back and track the stages of grief, probably that is what I went through. But I think if you do it right, you end up at acceptance. And that's where I ended up. And that's not to say that I've fully accepted the idea that the golden toad is extinct. Personally, I do still hold out hope that it could still be out there in those forests." - Trevor Ritland This conversation is with Trevor Ritland, who—along with his twin brother Kyle—authored The Golden Toad . The book chronicles their remarkable journey into Costa Rica’s cloud forest, once home to hundreds of brilliant golden toads that would emerge for just a few weeks each year—until, one day, they vanished without a trace. What began as a search for a lost species soon became something much more profound: a confrontation with ecological grief, a meditation on hope, and a powerful call to protect the natural world while we still can. Links: SpeciesUnite.com Kyle and Trevor: https://kyleandtrevor.com/ Instagram: https://www.instagram.com/adventureterm/ Goodreads - https://www.goodreads.com/book/show/222249677-the-golden-toad Amazon - https://www.amazon.com/Golden-Toad-Ecological-Mystery-Species/dp/163576996…

about a year ago 48:45

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What's the Alternative? Meet the Manager

What's the Alternative? | Episode 20 | The Missing Piece in Your Client Relationships with H. Adam Holt

What's the Alternative? Meet the Manager

published about a year ago

MP4•Episode home

The result? Deeper trust, stronger multi-generational connections, and revenue that multiplies.

Connect with us!

23 episodes

#Trading #Business #Shana Sissel #Shana Orczyk Sissel #Women Finance #Alternative Investments #Investing #Financial Advisors

All episodes

What's the Alternative? Meet the Manager

1
What's the Alternative? | Episode 23 | Private Real Estate and How to Build All-Weather Business with David Selznick 46:12

5 weeks ago46:12

46:12

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 smart investments during cloudy times, this one's for you. Key takeaways: Why cash flow is key during uncertain times Sector focus over trends Know your market Real estate is about discipline Resources mentioned: Carrie Brenner: https://www.linkedin.com/in/carrie-brenner-132513110/ Connect with us! David Selznick on LinkedIn Kayne Anderson website Shana Orczyk Sissel on LinkedIn Banríon Capital Management…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 22 | From Advisor to VC: How AI and Access Are Reshaping Venture Capital with Brad Zapp 50:48

9 weeks ago50:48

50:48

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 barriers for advisors and their mass affluent clients. Access to private markets is essential as companies stay private longer and public markets shrink. Connect with us! Brad Zapp on LinkedIn Connetic Ventures Shana Orczyk Sissel on LinkedIn Banríon Capital Management…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 21 | Finding Yield in a Volatile Market with Michael Sedacca 46:23

13 weeks ago46:23

46:23

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 lucky position How closed-end funds can offer value through shifting premiums and discounts The surprising opportunities in commercial real estate and AAA-rated securities yielding 8–9% Tune in to gain a clearer view of the bond market, interest rates, and smart strategies for what's ahead. Connect with us! Michael Sedacca on LinkedIn Rareview Capital LLC Shana Orczyk Sissel on LinkedIn Banríon Capital Management…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 20 | The Missing Piece in Your Client Relationships with H. Adam Holt 48:45

17 weeks ago48:45

48:45

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…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 19 | Real Estate, Ego Investing and Heads in Beds with Greg Friedman 44:37

21 weeks ago44:37

44:37

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 landscape Connect with us! Greg Friedman on LinkedIn Peach Tree Group Shana Orczyk Sissel on LinkedIn Banríon Capital Management…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 18 | Putting Your Money Where Your House Is with Sean O'Dowd 52:35

25 weeks ago52:35

52:35

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…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 17 | Market Psychology and Technical Analysis featuring Katie Stockton 52:37

33 weeks ago52:37

52:37

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. Connect with us below! Katie Stockton on LinkedIn Fairlead Strategies Shana Orczyk Sissel on LinkedIn Banríon Capital Management…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 16 | Tony Davidow's Guide to Private Markets featuring Tony Davidow 53:08

37 weeks ago53:08

53:08

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 Banríon Capital Management…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 15 | The Ins and Outs of ETFs featuring Vince Lorusso 48:48

41 weeks ago48:48

48:48

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…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 14 | The Smoothing Effect featuring Cliff Asness 50:57

1 year ago50:57

50:57

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 Investment Officer at AQR Capital Management. He is an active researcher and has authored articles on a variety of financial topics for many publications, including The Journal of Portfolio Management, Financial Analysts Journal, The Journal of Finance and The Journal of Financial Economics. He has received five Bernstein Fabozzi/Jacobs Levy Awards from The Journal of Portfolio Management, in 2002, 2004, 2005, 2014 and 2015. Financial Analysts Journal has twice awarded him the Graham and Dodd Award for the year’s best paper, as well as a Graham and Dodd Excellence Award, the award for the best perspectives piece, and the Graham and Dodd Readers’ Choice Award. He has won the second prize of the Fama/DFA Prize for Capital Markets and Asset Pricing in the 2020 Journal of Financial Economics. In 2006, CFA Institute presented Cliff with the James R. Vertin Award, which is periodically given to individuals who have produced a body of research notable for its relevance and enduring value to investment professionals. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. He is a trustee for the American Enterprise Institute and the Atlas Society. He is on the governing board of the Institute of Mathematical Finance at NYU, the ambassador board of the Journal of Portfolio Management and a board member for the Q-Group. He is a member of the board of trustees and the investment committee for the National World War II Museum. He is also an advisory board member for the Adam Smith Society. Cliff received a B.S. in economics from the Wharton School and a B.S. in engineering from the Moore School of Electrical Engineering at the University of Pennsylvania, graduating summa cum laude in both. He received an M.B.A. with high honors and a Ph.D. in finance from the University of Chicago, where he was Eugene Fama’s student and teaching assistant for two years (so he still feels guilty when trying to beat the market). Notable Contributions Received the James R. Vertin Award from CFA Institute in recognition of his lifetime contribution to research. Five-time winner of the Bernstein Fabozzi/ Jacobs Levy Award and two-time winner of the Graham and Dodd Award for his research. Vaughan Executive in Residence at the University of Missouri's Trulaske College of Business. Member of the governing board of the Courant Institute of Mathematical Finance at NYU. Named one of the 50 Most-Influential People in Global Finance by Bloomberg Markets magazine. Learn More About AQR Capital Management: AQR Connect with AQR on 𝕏: @aqrcapital Connect with Cliff on 𝕏: @CliffordAsness Read Cliff's Research: Cliff's Perspectives Learn More About Banrion: Banrion Capital Management Connect with Banrion on 𝕏:…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 13 | Micro Private Equity: Investing in Small Business featuring Mike Vranjkovic 42:32

1 year ago42:32

42:32

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 at WebStreet, bringing extensive experience in finance and online business. He co-founded WebStreet with Justin Cooke and Joe Magnotti, the owners of Empire Flippers, the world's leading marketplace for buying and selling profitable online businesses. With over a decade of experience in the online sector, Mike has managed multiple departments at Empire Flippers and has been involved in hundreds of online business transactions. Following his tenure at Empire Flippers, he successfully launched several online ventures, including a seven-figure eCommerce brand. Mike began his career in finance in Chicago and holds a degree from DePaul University. Learn More About WebStreet: WebStreet (Formerly Empire Flippers Capital) Connect with WebStreet on 𝕏: @WebStreetLLC Learn More About Banrion: Banrion Capital Management Connect with Banrion on 𝕏: @Banrion_Capital Connect with Shana on LinkedIn: Shana Orczyk Sissel Connect with Shana on 𝕏: @shanas621 If you are an advisor wanting to check out our platform, we want to hear your feedback! Sign up for a free trial! Important Disclosures: The opinions expressed on the “What’s the Alternative Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Banrion Capital Management or its affiliates. This information is intended to provide educational value, highlight iss…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 12 | Be The Bank: Real Estate Debt Investing with Ben Lyons 40:11

1 year ago40:11

40:11

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, has learned a lot about real estate and investing. As a financial advisor, investor, and business owner, he has experienced his share of highs and lows, starting with modest roots in a middle-class family in Baltimore, MD. It was a chance encounter at an early age with a local real estate agent that formed the foundation for a career in real estate. By the age of 25, he owned 100 rental properties and had a million-dollar lending business. The beginnings, as they say, were humble. Originally planning for a future in community college, he instead went to work for a real estate company at the age of 18 for free. Determined to learn all he could about the business, he convinced his boss to place an ad in the money-to-lend section of the newspaper – he would work all the leads and split the profits with his boss 50/50. In January 1985, he collected over $10,000 in mortgage broker fee revenue, receiving $5,000 after the split. “In one month, I went from earning $600 a month to $5,000. I thought I was rich. It was extremely exciting and only increased my motivation to learn and grow.” After that, he read everything he could get his hands on and took mentors to lunch or dinner to learn what they knew. By the age of 21, he became the youngest licensed mortgage broker in Maryland and that year purchased a four-bedroom, two-bath home with a pool. His friends moved in and paid rent – becoming his first investment property. Since that time, he has owned or managed over 375 residential and commercial real estate projects – and his lending organizations have produced more than $6.5 billion in mortgages. (He was previously an initial investor and large shareholder of a commercial bank, a title company, and three mortgage banks.) His interests in real estate and financial freedom have produced some interesting insights – after decades of talking to hundreds of investors (many of whom are financially wealthy), he noticed that while everyone’s path to wealth was different, they all shared four things in common: They created predictable and scalable monthly investable income to reinvest for growth. They acquired assets, including stocks and real estate, for long-term growth. They learned how to leverage people, money, and knowledge to accelerate their success. They learned how to utilize time effectively. It is on these principles that Ben believes anyone can find their path to financial freedom. He has recently authored his second book – this one in partnership with Ortus Academy , a financial literacy training company – to share his personal journey and financial formula for success. The book, titled From Worry to Wealth, is available for purchase and download. “One of my favorite things is sharing my financial journey with others. There are several factors to determine financial success: our attitude about money and our education, which is not necessarily a college degree. Wealth is available to everyone. By understanding the components of wealth creation and applying them to your unique circumstances, you can build your own future, starting today.” Learn More About LYNK Capital:…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 11 | Crypto 101 featuring Matt Hougan 51:17

1 year ago51:17

51:17

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, ETFs, and financial technology. He is the Chief Investment Officer for Bitwise Asset Management, the world’s largest provider of cryptocurrency index funds. He was previously CEO of ETF.com and Inside ETFs, where he helped build the world’s first ETF data and analytics system, the leading ETF media site, and the world’s largest ETF conference. Matt is co-author of two publications for the CFA Institute Research Foundation: “A Comprehensive Guide to Exchange-Traded Funds” and “Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrencies for Professional Investors.” He is a crypto columnist for Forbes, a three-time member of the Barron’s ETF Roundtable, a member of the ETFdb’s ETF Hall of Fame, and the eighth person to receive a Lifetime Achievement Award from ETF.com for contributions to the ETF industry. Hougan sits on the board of directors for Equbot, creator of the first AI-driven ETFs (in partnership with IBM Watson), and is a strategic advisor to multiple crypto- and financial advisor-related startups, including Blockworks, Stratifi, and Advisor Circle. Learn More About Bitwise Asset Management: Bitwise Asset Management Connect with Bitwise on 𝕏: @BitwiseInvest Connect with Matt on 𝕏: @Matt_Hougan Connect with Matt on LinkedIn: Matt Hougan Matt's Presentation to the CFA Society of Minnesota: A Guide to Bitcoin, Blockchain & Crypto for the Professional Investor Matt's CFA Whitepaper: Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals Learn More About Banrion: Banrion Capital Management Connect with Banrion on 𝕏: @Banrion_Capital Connect with Shana on LinkedIn: Shana Orczyk Sissel Connect with Shana on 𝕏: @shanas621 If you are an advisor wanting to check out our platform, we want to hear your feedback! Sign up for a free trial! Important Disclosures: The opinions expressed on the “What’s the Alternative Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future…

What's the Alternative? Meet the Manager

1
What's the Alternative? | Episode 10 | Alternative Building Blocks featuring Michael Green 56:45

1 year ago56:45

56:45

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 markets and market structures for nearly 30 years. He has presented his proprietary research to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations. Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC. Prior to Thiel, he founded Ice Farm Capital, a discretionary global macro hedge fund. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets. Additionally, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder. Learn More About Simplify Asset Management: Simplify Asset Management Check out Simplify's Research: Simplify Investor Hub Connect with Michael on LinkedIn: Michael Green Learn More About Banrion: Banrion Capital Management Connect with Banrion on 𝕏: @Banrion_Capital Connect with Shana on LinkedIn: Shana Orczyk Sissel Connect with Shana on 𝕏: @shanas621 If you are an advisor wanting to check out our platform, we want to hear your feedback! Sign up for a free trial! Important Disclosures: The opinions expressed on the “What’s the Alternative Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important infor…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 9 | Interval Funds: The Good, The Bad & The Ugly featuring Kimberly Flynn 58:33

1 year ago58:33

58:33

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, is a partner in the firm and responsible for all product and business development activities. Kim is responsible for the firm's proprietary fund platform and consulting practice. Kim was a member of the founding leadership team for XAI, helping launch the firm in 2016 as Managing Director where she built XAI’s proprietary closed-end fund platform. In 2020, Ms. Flynn introduced the firm’s consulting practice to assist clients with developing US and UK registered closed-end funds. Kim has more than 20 years of experience in investment product strategy, design and development. Prior to joining XAI, she led Nuveen Investment’s Global Structured Products Group which was responsible for the listed closed-end fund business. Her experience includes roles in registered fund product development for both traditional and alternative investment strategies. Kim has developed an expertise in closed-end fund product development and is a frequent contributor to media and industry events on topics including interval funds, alternative investments and London-listed investment companies. Kim has earned the CFA designation and is a member of the CFA Institute and CFA Society Chicago. She is also Series 7, 63 and 24 licensed. Learn More About XA Investments: XA Investments Connect with Kim on LinkedIn: Kimberly Flynn Learn More About Banrion: Banrion Capital Management Connect with Banrion on 𝕏: @Banrion_Capital Connect with Shana on LinkedIn: Shana Orczyk Sissel Connect with Shana on 𝕏: @shanas621 If you are an advisor wanting to check out our platform, we want to hear your feedback! Sign up for a free trial! Important Disclosures: The opinions expressed on the “What’s the Alternative Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 8 | To Be or Not to Be Liquid (in Real Estate) Featuring Phil Bak 45:22

1 year ago45:22

45:22

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. Phil has been innovating in the ETF industry for over 15 years. He has previously served as Founder/CEO of Exponential ETFs, an ETF issuer and sub-advisor acquired by Tidal ETF Services in 2020. Phil has also served as Chief Investment Officer at Signal Advisors, a venture-backed startup in Detroit and Managing Director at the New York Stock Exchange where he worked on market structure enhancements, ETF listing rule changes, market maker incentive programs, and helping with asset managers launch ETFs. Prior to that Phil held product development roles where he developed and launched the first ever mixed-asset ETF, the first ever carbon-credit ETF, and patented the use of a controlled foreign corporation inside a ’33 act ETP. Phil is also a Board Advisor of Civex, a startup platform bringing investor advocacy to retail investors, and Principal of Exponential Indexes. Phil is a graduate of Yeshiva University, is a Chartered Alternative Investment Analyst (CAIA), host of two podcasts (The ETF Experience and the Phil Bak Podcast), and an author who has been published on Yahoo Finance, TheStreet, Think Advisor, Seeking Alpha and regularly on Substack. Phil has been featured in top-tier media outlets such as the Wall Street Journal, Bloomberg, CNBC and Financial Times. Learn More About Armada ETFs: Armada ETF Advisors Connect with Armada ETFs on 𝕏: @armadaetfs Connect with Phil on 𝕏: @philbak1 Connect with Phil on LinkedIn: Phil Bak Check out The Phil Bak Podcast: The Phil Bak Podcast Check out Phil's Substack: BakStack Learn More About Banrion: Banrion Capital Management Connect with Banrion on 𝕏: @Banrion_Capital Connect with Shana on LinkedIn: Shana Orczyk Sissel Connect with Shana on 𝕏: @shanas621 If you are an advisor wanting to check out our platform, we want to hear your feedback! Sign up for a free trial! Important Disclosures: The opinions expressed on the “What’s the Alternative Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 7 | Achieving Alts for All By Leveraging Technology Featuring Steve Zuschin 59:02

1 year ago59:02

59:02

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 alternative investments. With this new integrated platform, Banrion and Mammoth have reduced the operational friction that has historically been an obstacle for many advisors. A true game changer that offers "A Better Alternative" for advisors and clients alike. Steve has a diverse work experience in the financial and technology sectors. Steve is currently serving as the Chief Revenue Officer (CRO) at Mammoth Technology, a technology and services company that focuses on revolutionizing the way funds are established and serviced. Prior to their current role, Steve held various executive positions at LifeYield, a transformative software company that helps financial firms, advisors, and investors optimize their assets. At LifeYield, they served as the Executive Vice President of Business Development, Executive Vice President of Advisor Success, and EVP of Sales. Before LifeYield, Steve worked as the Director of Business Development at HiddenLevers, a financial technology company. Steve also has experience as a Sales Person at Hentze-Dor and as a Financial Representative at Northwestern Mutual. Steve Zuschin attended California State University, Chico from 2003 to 2006 and earned a Bachelor of Science degree in Financial Management. Learn More About Mammoth Technology: Mammoth Technology Connect with Mammoth Technology on 𝕏: @mammothfintech Connect with Steve on LinkedIn: Steve Zuschin Learn More About Banrion: Banrion Capital Management Connect with Banrion on 𝕏: @Banrion_Capital Connect with Shana on LinkedIn: Shana Orczyk Sissel Connect with Shana on 𝕏: @shanas621 If you are an advisor wanting to check out our platform, we want to hear your feedback! Sign up for a free trial! Important Disclosures: The opinions expressed on the “What’s the Alternative Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 6 | Private Credit 101 featuring Jamie Shulman 42:14

1 year ago42:14

42:14

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 business acceleration, Hero Fund Lending and investment banking. The firm's focus is providing founders and brand leaders with the resources to help them fulfill their journeys. Their debt solutions allow lower middle market businesses and their leaders to capitalize on opportunities while maintaining equity and control. 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 Meriwether Group Capital. Jamie’s diverse experience in management, mentorship and strategic business planning for growing companies makes him an invaluable and trusted advisor, going far beyond the boundaries of traditional lending. Over the years, Jamie has built a reputation as a highly effective change agent, able to help founders and business leaders realize their companies’ potential through sound strategy, P&L oversight, and all areas of financial analysis and guidance. This high-level overview gives Jamie unparalleled insight into the opportunities and challenges of the targeted lower middle market businesses and will be a critical factor in MWGC’s ability to select the best possible slate of borrowers for the Hero Fund. Jamie’s experience spans commercial banking, middle-market banking, retail banking and community banking with an emphasis on commercial & industrial and commercial real estate operations. Having spent 35 years in the Seattle and Portland markets, he offers a familiarity with the region that enhances MWGC’s understanding of the circumstances and hurdles of growing a business in the Pacific Northwest. Off the clock, Jamie’s enthusiasms include mixology and BBQ (especially when they come together), rabid fandom for the Seahawks, and taking time to recharge with the family along the Pacific Coast. He spends significant time in the non-profit world, contributing his expertise to multiple community organizations. Learn More About Meriwether Group Capital: MGC Website LinkedIn: Jamie Shulman Connect with Jamie on 𝕏: @jamieshulmanpdx Learn More About Banrion: Banrion Capital Management Connect with Shana on LinkedIn: Shana Orczyk Sissel Connect with Shana on 𝕏: @shanas621 Important Disclosures: The opinions expressed on the “What’s the Alternative Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Manage…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 5 | Venture Capital Reimagined featuring Dave Thornton 45:16

2 years ago45:16

45:16

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 by providing funding to the departing employees of VC-backed companies, who find themselves in the acute distress of having 90 days to find the money to exercise their expiring stock options. This revolutionary approach allows Vested to provide liquidity for startup employees and along the way democratize access for investors to access the beta of venture capital unlike it’s ever been done before. Dave is Vested’s Chief Executive Officer and Chief Investment Officer. For the last 11 years, Dave has been a serial entrepreneur. His most notable accomplishments include the founding and successful sale of PatientFinder, and his collaboration with Emilio Seijo (a Principal Quantitative Strategist at Vested) in the creation of a real-time illiquid asset pricing model which is algo-trading a $300M book at a name-brand bank. Dave also spent time building the systems at a hedge fund within Citigroup, and worked as a Program Manager at Microsoft. Dave received a BAS in Computer Science from the University of Pennsylvania’s School of Engineering and Applied Science and a BS in Economics with a concentration in Decision Processes from the University of Pennsylvania’s Wharton School. Dave earned a JD from Georgetown University. Learn More About Vested: Vested Investor Site LinkedIn: Dave J Thornton Learn More About Banrion: Banrion Capital Management Connect with Shana on LinkedIn: Shana Orczyk Sissel Connect with Shana 𝕏: @shanas621 Important Disclosures: The opinions expressed on the “What’s the Alternative Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Statements attributed to an individua…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 4 | Diversification with Liquid Alternatives featuring Bill DeRoche 48:11

2 years ago48:11

48:11

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 traditional and alternative space. In this episode, Shana and Bill discuss the misconceptions and limitations of liquid alternative solutions. More importantly, the discussion highlights the ways investors can use liquid alternative solutions for risk management and to improve portfolio diversification. As Head of Quantitative Investing at AGF, Bill is responsible for the overall leadership and management of AGF’s Quantitative Investment team and is a leader of AGF’s quantitative investment platform. AGF’s Quantitative Investment team is grounded in the belief that investment outcomes can be improved by assessing and targeting the factors that drive market returns. Bill is also a member of The Office of the CIO – a structure within AGF’s Investment Management team. This leadership structure encourages and further embeds collaboration and active accountability across the Investment Management team and the broader organization. Bill has long-tenured expertise employing quantitative factor-based strategies and alternative approaches to achieve a spectrum of investment objectives. Previously, Bill was a Vice-President at State Street Global Advisors (SSgA), serving as head of the firm’s U.S. Enhanced Equities team. His focus was on managing long-only and 130/30 U.S. strategies, as well as providing research on SSgA’s stock-ranking models and portfolio construction techniques. Prior to joining SSgA in 2003, Bill was a Quantitative Analyst and Portfolio Manager at Putnam Investments. Bill has been working in the investment management field since 1995. Prior to 1995, Bill was a Naval Aviator flying the Grumman A-6 Intruder as a member of Attack Squadron Eighty-Five aboard the USS America (CV-66). Bill holds a Bachelor’s degree in Electrical Engineering from the United States Naval Academy and an MBA from the Amos Tuck School of Business Administration at Dartmouth College. He is a CFA® charterholder. Learn more about AGF: AGF Investments Connect with Bill on LinkedIn: Bill DeRoche Learn More About Banrion: Banrion Capital Management Connect with Shana on LinkedIn: Shana Orczyk Sissel Connect with Shana 𝕏: @shanas621 Important Disclosures: The opinions expressed on the “What’s the Alternative Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive pa…

What's the Alternative? Meet the Manager

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What's the Alternative? | Episode 3 | Building Portfolios with a Third Wire featuring Dan Harms 42:05

2 years ago42:05

42:05

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 with advisors in mind. Shana and Dan discuss their shared philosophy in building diversified alternative investment portfolios and provide a road map for advisors to do the same. In addition to being the CEO & Co-founder of Third Wire Asset Management (TWAM). Dan is also Co-chair of the TWAM Investment Committee. Having spent 19 years in various wealth management roles, Dan leads TWAM with a deep knowledge base of portfolio construction & alternative investments, along with a healthy dose of cynicism toward wirehouses. Prior to founding TWAM, Dan operated a proprietary trading platform across 40+ futures markets. Additionally, Dan was a Partner and Co-founder of a Chicago-based independent RIA, a firm with expertise in providing wealth management for ultra high net worth clients. He has also led a $140mm single family office, managing both sides of the balance sheet, which primarily focused on high-end investment management, complex estate planning, and tax strategy. Dan began his career in wealth management at Smith Barney advising high net worth families while also conducting equity research & trading for a resident portfolio manager. Connect with Dan on LinkedIn: Daniel Harms Learn More About Banrion: Banrion Capital Management Connect with Shana on LinkedIn: Shana Orczyk Sissel Connect with Shana 𝕏: @shanas621 Important Disclosures: The opinions expressed on the “What’s the Alternative Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Statements attributed…

What's the Alternative? Meet the Manager

1
What's the Alternative? | Episode 2 | A Guided Legacy featuring Josh Kanter 46:54

2 years ago46:54

46:54

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 relationships and also create a more complete picture of the client's financial life. The idea for Leafplanner arose after Josh went through his own complex succession planning situation. When Josh's father, Burton Kanter, a tax attorney himself, passed away in 2001, Josh left his job as a successful lawyer, to work full time managing his father's estate. Beyond the sheer complexity of his father's affairs, Josh struggled to fill in the blanks of missing information and a complex 10,000 page estate tax return. It took Josh more than a decade to settle the estate. The experience drove Josh to begin working with families to create road maps that went well above and beyond traditional estate planning. Eventually this led to the development of Leafplanner, a technology that creates a web of information and contacts for a family called a ‘ Leafplan ’, which documents a family business’s enterprise structure. It helps them with ‘connecting the minute details’ and seeing how every trust, bank account, asset and adviser relates to one another, according to the tech service. The platform also provides family members with advice around the discovery of information from the first generation, as well as ‘checklists’ as they go along. This guided approach to someone's legacy leaves no stone unturned. As Shana and Josh discuss in this episode. Learn more about the software and schedule a demo: Leafplanner Connect with Josh on LinkedIn: Joshua Kanter Learn More About Banrion: Banrion Capital Management Connect with Shana on LinkedIn: Shana Orczyk Sissel Connect with Shana 𝕏: @shanas621 Important Disclosures: The opinions expressed on the “What’s the Alternative Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so…

What's the Alternative? Meet the Manager

1
What's the Alternative? | Episode 1 | The Trend is Your Friend featuring Phil Toews 35:09

2 years ago35:09