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Ep. 80 - Shana Orczyk Sissel on Mastering Alternatives in Modern Investing

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Manage episode 415698947 series 3410786
Content provided by Stoy Hall, CFP® and Stoy Hall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stoy Hall, CFP® and Stoy Hall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Message us, here for you!

Welcome to the latest episode of the "No BS Wealth Podcast," where we delve into the world of alternative investments with industry expert Shana Orczyk Sissel. In this enlightening session, Shana, the CEO of Banrion Capital Management, shares her insights on the expansive universe of alternative investments. From hedge funds to real estate and beyond, learn how alternatives can diversify and strengthen your investment portfolio.

Discover more about Shana and her work at Banrion Capital by visiting Banrion Capital. Shana is also active on LinkedIn; connect with her to follow her latest updates at Shana's LinkedIn.

In this episode, Shana also discusses the misconceptions and opportunities within the alternative investment space. Whether you're an investor looking to broaden your horizons or an advisor eager to expand your offerings, this episode is packed with valuable information. Check out Shana’s personal insights and additional resources on her website at Shana Sissel.

For more insightful episodes on alternative investments, don’t forget to subscribe to our podcast on What's The Alternative? and The Alternative Mason.

Engage with us on social media and share your thoughts on this episode. Follow Shana on Instagram at Finance Queen 2020 and on Twitter at Shana's Twitter.

Welcome to the No BS Wealth Podcast with Stoy Hall, your candid guide to financial clarity. In our third year, we're spicing things up by enhancing community ties and bringing you straight, no-fluff financial insights. Connect with us on NoBSWealthPodcast.com, and follow Stoy on social media for the latest episodes and expert discussions. Tune in, join the conversation, and transform your financial journey with us—no BS!

Follow our Host, Stoy Hall:
Twitter, FaceBook, Instagram, Tiktok
Research our companies or partners:
blackmammoth.com

  continue reading

Chapters

1. Introduction and Business Update (00:00:00)

2. Integration with Mammoth Technology (00:01:05)

3. Growth and Changes in the Alternative Space (00:04:07)

4. Challenges with Reporting and Custodian Platforms (00:08:25)

5. The Need for a Diversifying Alts Bucket (00:09:24)

6. Allocating to Alternative Investments (00:15:46)

7. Next Steps for Advisors and Clients (00:22:10)

8. Promoting the Platform and Collaboration in the Industry (00:32:02)

89 episodes

Artwork
iconShare
 
Manage episode 415698947 series 3410786
Content provided by Stoy Hall, CFP® and Stoy Hall. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stoy Hall, CFP® and Stoy Hall or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Message us, here for you!

Welcome to the latest episode of the "No BS Wealth Podcast," where we delve into the world of alternative investments with industry expert Shana Orczyk Sissel. In this enlightening session, Shana, the CEO of Banrion Capital Management, shares her insights on the expansive universe of alternative investments. From hedge funds to real estate and beyond, learn how alternatives can diversify and strengthen your investment portfolio.

Discover more about Shana and her work at Banrion Capital by visiting Banrion Capital. Shana is also active on LinkedIn; connect with her to follow her latest updates at Shana's LinkedIn.

In this episode, Shana also discusses the misconceptions and opportunities within the alternative investment space. Whether you're an investor looking to broaden your horizons or an advisor eager to expand your offerings, this episode is packed with valuable information. Check out Shana’s personal insights and additional resources on her website at Shana Sissel.

For more insightful episodes on alternative investments, don’t forget to subscribe to our podcast on What's The Alternative? and The Alternative Mason.

Engage with us on social media and share your thoughts on this episode. Follow Shana on Instagram at Finance Queen 2020 and on Twitter at Shana's Twitter.

Welcome to the No BS Wealth Podcast with Stoy Hall, your candid guide to financial clarity. In our third year, we're spicing things up by enhancing community ties and bringing you straight, no-fluff financial insights. Connect with us on NoBSWealthPodcast.com, and follow Stoy on social media for the latest episodes and expert discussions. Tune in, join the conversation, and transform your financial journey with us—no BS!

Follow our Host, Stoy Hall:
Twitter, FaceBook, Instagram, Tiktok
Research our companies or partners:
blackmammoth.com

  continue reading

Chapters

1. Introduction and Business Update (00:00:00)

2. Integration with Mammoth Technology (00:01:05)

3. Growth and Changes in the Alternative Space (00:04:07)

4. Challenges with Reporting and Custodian Platforms (00:08:25)

5. The Need for a Diversifying Alts Bucket (00:09:24)

6. Allocating to Alternative Investments (00:15:46)

7. Next Steps for Advisors and Clients (00:22:10)

8. Promoting the Platform and Collaboration in the Industry (00:32:02)

89 episodes

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