25 min
Unlocking Alternative Investments with Shana Sissel Investipal Podcast
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- Investing
Shana Sissel is the Founder, President & CEO of Banrion Capital Management, an alternatives technology platform helping to simplify investing in alternatives for advisors and assessment managers. She’s a frequent speaker and contributor to major outlets like CNBC, Fox Business Network, Bloomberg and the TD Ameritrade Network. And she’s a fierce advocate for women in finance.
In this episode, we explore the rising popularity of alternative investments, the difficulties advisors face in navigating this space, how Banrion is making it easier for advisors, and how these investments can be incorporated to improve a portfolio. We also discuss cryptocurrency, rate cuts and much more.
Please enjoy our conversation with Shana Sissel, “The Queen of Alternatives”.
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Links:
The Investipal Podcast is produced by www.investipal.co. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.
Follow us on LinkedIn: www.linkedin.com/company/investipal | www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/
Find Shana Sissel at:
https://www.shanasissel.com/
https://www.instagram.com/finance_queen2020
https://twitter.com/shanas621
https://www.linkedin.com/in/shsissel/
https://www.banrioncapital.com/
https://www.youtube.com/channel/UCMl9AOTVZEy8EYMh-qXRzsw/featured
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Key Takeaways:
Alts are continuing to grow in popularity, but there are still issues with access and education - even for many advisors
Existing Alts platforms are either missing key components advisors need such as advisor-friendly research, education, and access, and/or they are owned by larger institutional players that push their own products. Shana created Banrion to fill this need.
The inclusion of Alts aren’t meant to “blow up’ the traditional 60/40 portfolio, but should rather be seen as an evolution that can add unique risk/return characteristics and even better align a portfolio with client passions (e.g. fractional ownership of a sports team)
Shana emphasizes the importance of operational and investment due diligence for all types of investments, and especially so for Alts like private equity and crypto. She warns advisors against investing in anything without proper vetting.
Shana explains that the lockup periods in investments like private equity exist for a reason and trying to find a way around them could lead to potential issues in the future. If clients are uncomfortable with the lockup period, it's best not to invest.
Shana believes that the current economic scenario does not warrant multiple rate cuts as many in the market are anticipating. She argues that different types of alternatives will benefit from different types of economic conditions.
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Timestamps:
00:00 Introduction and Background on Alternative Investments
01:16 Access to Alternative Investments
06:45 Advisors' Interest in Alternative Investments
11:28 Crypto as an Alternative Investment
15:20 Impact of Rate Cuts on Alternative Investments
21:13 Lockup Periods in Alternative Investments
24:17 Conclusion and Contact Information
Shana Sissel is the Founder, President & CEO of Banrion Capital Management, an alternatives technology platform helping to simplify investing in alternatives for advisors and assessment managers. She’s a frequent speaker and contributor to major outlets like CNBC, Fox Business Network, Bloomberg and the TD Ameritrade Network. And she’s a fierce advocate for women in finance.
In this episode, we explore the rising popularity of alternative investments, the difficulties advisors face in navigating this space, how Banrion is making it easier for advisors, and how these investments can be incorporated to improve a portfolio. We also discuss cryptocurrency, rate cuts and much more.
Please enjoy our conversation with Shana Sissel, “The Queen of Alternatives”.
----
Links:
The Investipal Podcast is produced by www.investipal.co. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.
Follow us on LinkedIn: www.linkedin.com/company/investipal | www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/
Find Shana Sissel at:
https://www.shanasissel.com/
https://www.instagram.com/finance_queen2020
https://twitter.com/shanas621
https://www.linkedin.com/in/shsissel/
https://www.banrioncapital.com/
https://www.youtube.com/channel/UCMl9AOTVZEy8EYMh-qXRzsw/featured
----
Key Takeaways:
Alts are continuing to grow in popularity, but there are still issues with access and education - even for many advisors
Existing Alts platforms are either missing key components advisors need such as advisor-friendly research, education, and access, and/or they are owned by larger institutional players that push their own products. Shana created Banrion to fill this need.
The inclusion of Alts aren’t meant to “blow up’ the traditional 60/40 portfolio, but should rather be seen as an evolution that can add unique risk/return characteristics and even better align a portfolio with client passions (e.g. fractional ownership of a sports team)
Shana emphasizes the importance of operational and investment due diligence for all types of investments, and especially so for Alts like private equity and crypto. She warns advisors against investing in anything without proper vetting.
Shana explains that the lockup periods in investments like private equity exist for a reason and trying to find a way around them could lead to potential issues in the future. If clients are uncomfortable with the lockup period, it's best not to invest.
Shana believes that the current economic scenario does not warrant multiple rate cuts as many in the market are anticipating. She argues that different types of alternatives will benefit from different types of economic conditions.
----
Timestamps:
00:00 Introduction and Background on Alternative Investments
01:16 Access to Alternative Investments
06:45 Advisors' Interest in Alternative Investments
11:28 Crypto as an Alternative Investment
15:20 Impact of Rate Cuts on Alternative Investments
21:13 Lockup Periods in Alternative Investments
24:17 Conclusion and Contact Information
25 min