Shana Sissel of Banrion Capital Management - The Risks and Rewards of Alternative Investing

Episode • Dec 24, 2024 • 59m

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 like CNBC, Fox Business Network, Bloomberg and the TD Ameritrade Network. Shana has maintained fierce, outspoken advocacy for her fellow women in finance for the duration of her career — acting as a mentor for many other young women navigating the battlefield of a male-dominated industry. Having overcome many obstacles to achieve success in her own career, she leverages her personal social media following to speak out for the recognition and support of women in her field. As a member of Women in ETFs, Shana has become a spokesperson for their Speaker’s Bureau, with the goal of improving public representation of females in industry-oriented events and conferences, as well as in financial media.

Key Takeaways

[03:46] - The highlights of Shana’s career and the breadth of her experience in the industry
[06:34] - What drove Shana to start Banrion Capital Management and what sets them apart as a firm?
[12:26] - To set the stage, how does Shana define Alternative Investments?
[13:45] - How do alts reduce portfolio risk and potentially enhance risk-adjusted performance?
[16:24] - What is Shana’s view on private equity and private credit and does she think they are diversifying asset classes?
[18:35] - What is Shana’s take on Cliff Asness’ perspective on high-volatility alternatives?
[21:22] - Which alternatives strategies does Shana recommend for advisors looking to incorporate alts into their clients’ portfolios?
[29:01] - What are some common misconceptions about Alternative Investments and how does Shana address these with clients?
[32:35] - What are some of the educational programs, on alts, that Banrion offers to advisors and investors?
[36:53] - What are some of the experiences that have shaped Shana and how have they shaped her approach to leadership and investment?
[41:17] - Challenges Shana has faced as a woman in the industry and how she has navigated them in her career
[44:36] - What initiatives and advice has Shana offered to support women who are in this field or entering this field?
[48:35] - Looking ahead, what are Shana’s aspirations for Banrion Capital Management, and the broader financial industry, in the next decade?
[51:02] - What is Shana’s favorite investment idea at the moment?

Quote

[07:50] - "99% of the competitors in the space that create and build these access platforms for alternative strategies for advisors were founded and built to solve problems for asset managers, not advisors." ~ Shana Sissel

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Disclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Compliance Code: 3195-OPS-12/13/2024

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