In this episode of 'What's the Alternative?', Shana Orczyk Sissel, founder and CEO of Banrion Capital Management, chats with Jeremy Schwartz, Global Chief Investment Officer at WisdomTree. They delve into their groundbreaking collaboration—a cutting-edge ETF model that blends traditional investments with innovative alternatives. Discover how a 60/40 portfolio can be supercharged with a 20% allocation to alternatives through the concept of return stacking. The discussion highlights the strategic use of leverage, the benefits of WisdomTree's open architecture approach, and the pivotal role of Quorus in seamless model implementation.

The conversation between Shana and Jeremy provides valuable insights into how innovative approaches and collaborations can redefine the world of alternative investments. To learn more about WisdomTree and their offerings, interested parties can reach out to the contacts provided in the show notes.

Key Takeaways:

• Return Stacking: WisdomTree's approach to integrating alternative investments allows for enhanced return potential without compromising core equity positions.
• Understanding Leverage: Leverage, if used intelligently, can be a powerful tool in portfolio management, providing ample opportunity for gains.
• Diversification through Alternatives: Incorporating a well-selected mix of alternative investments can diversify a portfolio, reduce risk, and enhance returns.
• Efficient Implementation: Collaborations with platforms like Quorus make it easier for advisors to integrate and manage complex investment models efficiently.

Connect with us!

• Jeremy Schwartz on LinkedIn
• WisdomTree Website
• Quorus Website
• Shana Orczyk Sissel on LinkedIn
• Banríon Capital Management

Join Shana Orczyk Sissel, founder and CEO of Banríon Capital Management, as she discusses the ins and outs of structured notes and buffer funds with Vinay Tolia, CEO of Marine Layer Advisors. In this episode of 'What's the Alternative Podcast,' learn about the growing trend of defined outcome vehicles in the investment space, including their complexities, risks, and proper uses. Discover how Vinay's background as a derivatives trader provides unique insights into optimizing structured notes for clients, and why younger advisors might have a different view on these products compared to older generations. This episode is a must-watch for advisors looking to understand the nuances of structured notes and buffer funds to better serve their clients. –

Key Takeaways:

• The evolution and efficiency improvements in structured notes and buffer funds.
• Key differences between calendar offerings and custom offerings.
• Important questions advisors should ask when considering structured products.
• The impact of leverage and understanding risk in defined outcome investing.

Connect with us!

Vinay Tolia on LinkedIn

Marine Layer Advisors Website

Shana Orczyk Sissel on LinkedIn

Banríon Capital Management

Private credit is growing faster than ever, and in this episode of 'What's the Alternative?', Shana Orczyk Sissel sits down with John Sateri from The Gladstone Companies to uncover why. From small companies transitioning to market leaders to the intricacies of private credit, this conversation dives deep into an exciting and evolving sector.

Shana and John discuss his extensive background, the evolution of Gladstone since his start in 2007, and the unique advantages of private credit as opposed to traditional banking models. They break down the benefits and limitations of interval funds and BDCs, as well as the significance of understanding due diligence in this investment space. Tune in to gain insights on why private credit could be the key sector to watch in the coming years.

Key takeaways:

• ·Understanding interval funds and their advantages in the market.
• The hands-on approach required in private credit investing.
• How private credit is displacing traditional banking capital.

Connect with us!

• John Sateri on LinkedIn
• The Gladstone Companies Website
• Gladstone Alternative Income Fund Website
• Shana Orczyk Sissel on LinkedIn
• Banríon Capital Management