The Black Swans Podcast Shana Sissel & Suzanne Abrams

When it comes to building investment portfolios, there are a lot of considerations. Passive vs. active, performance, fees, the list goes on. As an industry, we have become hyper focused on fees. Large passive asset managers like Blackrock, Vanguard and State Street have risen to dominate the ETF market. Are fees really the cornerstone for which investors should build their portfolios?
Live from The Exchange ETF Conference in Miami Beach, Florida. Cinthia Murphy, joins host Shana Orczyk Sissel to discuss why fund selection is more nuanced than many think. 
Cinthia Murphy is the Director of Research for the ETF Think Tank. She is a financial journalist specializing in ETFs and investing for more than a decade. Her previous experience includes building a Digital team at ETF.com, and serving as managing editor for the media platform, as well as time at Dow Jones and former BridgeNews, covering commodity futures markets in Chicago and Brazil equities in Sao Paulo. 
Learn More About ETF Think Tank : ETF Think Tank
Follow Cinthia on Twitter: @MurphyCinthia
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For decades the financial services industry has been dominated by middle-aged white men. It's the image we saw on television, in movies and on industry conference stages. Today, the field is as diverse as it has ever been, yet still the stereotype of the old boys club remains. Sonya Dreizler and her partner Liv Gagnon have set out to change that as founders of Choir.
Choir’s mission is to lift the voices of women, non-binary folks, people of color, and especially women of color, in industries historically represented by white men - starting with finance.

They believe that we all - conferences, sponsors, speakers, and attendees - have the power to shift an entire industry simply by changing who we listen to. That starts on stage and in the media – the two most public platforms for recognizing and amplifying expert voices.
Sonya joined hosts Shana Orczyk Sissel & Suzanne Lundeen Abrams to talk about the challenges of confronting the industry stereotypes, what inspired her to take on this battle and how she hopes to expand Choir's reach beyond just the financial services industry.

Sonya Dreizler is the co-founder of financial services diversity tech platform Choir, as well as a speaker and author focused on fostering candid conversations about gender and race in financial services.
In addition to her work at Choir, a diversity-tech platform focused on amplifying the voices of women and people of color in finance, Sonya is a sought after speaker for national financial services conferences, writes for Morningstar, and is the author of the acclaimed Do Better Series about sexual harassment, assault, and discrimination in financial services.
She is a former financial services CEO with two decades of industry experience. She is a respected leader, practical thinker, and consensus-builder with excellent communication skills.
Sonya previously spent 13 years at Protected Investors of America, a boutique Broker Dealer and SEC registered Investment Adviser.  She started at the firm as an executive assistant and took on increasing roles in the firm, eventually rising to COO, and then CEO. For in depth details on her work experience, please see her LinkedIn profile.
She previously held the CERTIFIED FINANCIAL PLANNER™ designation as well as the Series 7, 66, 24, and 28 securities licenses. She is a recipient of the Investment News 40 Under 40 award, is a 2018 LinkedIn Top Voices Recipient, is on the Refinitiv Social 100 list for 2020, and was in Financial Planning's 20 people to watch for 2020. She is a member of the Racial Justice Investment Coalition, and sits on advisory boards for several industry events, initiatives, and companies. Sonya speaks frequently at conferences, including virtually, and has published articles and been quoted in numerous trade publications. You can hear her in conversation with industry leaders on top podcasts.
Sonya is on the board of Foodwise, a nonprofit dedicated to growing thriving communities through the power and joy of local food. Sonya earned a BA from UCLA in English Literature and speaks fluent Spanish. She lives in San Francisco with her husband and their two sons and she enjoys traveling with her family, weight lifting, gardening, and cooking.
Reference Links: 
Choir
Women in ETFs Speakers' Bureau
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A Mission Focused, Multi-Generational Wealth Expert Jacqueline "Jaq" Campbell is a charismatic and inspiring leader in the wealth management industry. Jaq joined hosts Shana Orczyk Sissel and Suzanne Lundeen Abrams to discuss her journey in the financial industry and how legacy planning empowers families to build multi-generational wealth and break the cycle of poverty.
Jacqueline “JaQ” Campbell leads Alexander Legacy Private Wealth as President, CEO and Senior Wealth Advisor. Jacqueline’s professional background began in 1993 as a high school intern for Comerica’s Private Bank. She ascended from high school intern to running a $1.8 billion investment team for Chase Wealth Management. Jacqueline also served as head of the diverse advisor engagement program for Chase Wealth Management. Her assignment included engaging senior leadership support for gender and ethnically diverse advisors, creating leadership forums, developing feedback channels between the field and management, and providing opportunities for mentoring advisors. She was also responsible for cross functional programmatic relief to ensure sourcing, hiring, development, growth, and retention of diverse advisors.
Jaq’s passion for the community extends to her service on multiple boards and organizations that focus on driving impact around diversity and inclusion and financial independence. She has worked closely with organizations and business resource groups, such as Year Up, Financial Services Pipeline, LoveJoy Special Needs Center, amongst many other volunteer efforts targeting churches, sororities, and other community organizations.
Jaq holds her bachelor’s degree in Liberal Arts with a focus area on Diverse Leadership in Financial Services from DePaul University. She also holds her Series 4, 7, 24, 53, 63 & 65 securities registrations.
Jaq’s passion is being a “MIP” Mother, Innovator and Philanthropist. As a mother to two beautiful children, Austin and Taylor Dion ‘TD’, she is constantly inspired by them to operate in her true calling and purpose. As an innovator, Jaq enjoys thinking outside the box and blazing new trails as a visionary and a problem solver. As a philanthropist, Jaq is a cheerful giver towards the causes that she is most passionate about. Her philosophy is that philanthropy and having a ‘philanthropic mindset’ is the foundation to wealth.
Reference Links:
Alexander Legacy Private Wealth
Banrion Capital Management
Lundeen Abrams Advisors
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IMPORTANT DISCLOSURES

The Black Swans Podcast recorded LIVE from the Cosmopolitan in Las Vegas at the Carson Excell Conference. In this episode hosts Suzanne Lundeen Abrams and Shana Orczyk Sissel discuss the recent challenges Shana has faced in her life and career. In this candid conversation Shana discusses her journey to launch Banrion Capital Management, what it means to be a "reluctant entrepreneur" and how she's managed to keep a positive outlook through it all!
Connect with us!
LinkedIn:
Shana Orczyk Sissel
Suzanne Lundeen Abrams
Websites:
Shana Sissel: Women in Finance
Banrion Capital Management
Lundeen Abrams Advisors
The Black Swans Podcast
Twitter:
@shanas621
@suzannelabrams
@TheBlack_Swans
Instagram:
@finance_queen2020
@lundeenabramsadvisors
@theblack_swanspodcast
Important Disclosures
 

Live from the ETF Exchange Conference at the Fontainebleau Miami Beach Joy Yang discusses her journey from Chinese immigrant to a sought after quantitative research analyst. Joy walks us through how John Bogle’s little idea of index investing became a multi-trillion dollar business & why indexing is more than passive exposure to the S&P 500.
Joy Yang is Global Head of Index Product Management at MV Index Solutions (MVIS). She is responsible for managing MVIS products and services to accelerate innovation in financial index design and adoption. Joy brings more than 25 years of investment experience, having led teams delivering index and quantitative active investment solutions at Arabesque Asset Management, Dimensional Fund Advisors, Vanguard, Aberdeen Standard Investments, AXA Rosenberg and Blackrock.
Joy has an MBA from the University of Chicago Booth School of Business, and a BS in Electrical Engineering from Cooper Union's Albert Nerken School of Engineering.

Shortly after first discovering her passion for day trading, Frances Newton Stacy was among the few to predict and trade the 2007 stock market crash. Today, she regularly appears on Fox Business News and CNBC and is the Director of Portfolio Strategy at Optimal Capital. On this episode, hear the finance wonk discuss her work bringing an institutional model to retail traders, modern portfolio theory, staying “apolitical,” how markets are gauging inflation in the coming months, and much more.
Frances started her broadcasting career appearing weekly on the Gerry V show on the Rush Radio Network from 2008-2010.  There she gained wide appeal and honed her skills for being able to explain a very complex subject matter in simple terms. She then began appearing on the local Fox 5 in Las Vegas. From there in 2010 Frances branched out to appearing regularly on Fox Business News. She has also appeared on CNBC. 
Frances grew up in Colorado, where she attended the University of Denver. She discovered her passion for technical analysis and trading various markets in 2007. She has blogged for traders to help them see key cycles and key numbers of support and resistance. She has also spoken on the subject and taught a number of private trading students. 
Frances perfectly predicted on the stock market crash, which began in October 2007 and is amongst the very few who successfully traded the downturn. She got out of stocks a month before the all time high and simultaneously got into the historic gold trade. Frances also called the market bottom on the Gerry V show in March of 2009 when she warned his audience that the market would go up for a while. 
Wanting to be able to predict and time the next credit crisis has become Frances' passion of study. On this journey she studied the banking and credit systems in depth. Frances discovered what has to be present in order to have a credit crisis. She also enjoyed studying the underlying algorithm of our banking system, which has an undeniable mathematical structure that regardless of the market swings is always present and has predictable implications.