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

Get ready for a deep dive into the world of multifamily real estate investing! In this episode of 'What's the Alternative?', host Shana Orczyk Sissel sits down with Ivan Barrett, founder and CEO of The BAM Companies, to explore the ins and outs of multifamily investing. Ivan shares insights from over 25 years in real estate, discussing the impact of fiscal policies, the current market outlook, and why the Midwest offers unique investment opportunities.

Discover how The BAM Companies approaches property management, the importance of school districts, and BAM's dedication to community impact and economic resilience.

Key takeaways:

• The stability and potential of multifamily investments amid economic fluctuations.
• How The BAM Companies identifies undervalued assets and manages them for optimal returns.
• The role of school districts in property investment strategies.
• BAM's focus on community impact and fostering a positive workplace culture.

Connect with us!

Ivan Barratt on LinkedIn

The BAM Companies

Shana Orczyk Sissel on LinkedIn

Banríon Capital Management

Have you ever heard of downside protection? It's the strategy that David Selznick used to build an all-weather investment approach in real estate. Instead of chasing trends, he focuses on sectors like senior housing, student living, and medical offices. In other words, the type of properties with a demand that holds strong even when the market is shaky.

In this episode of What’s the Alternative?, David explains how cash flow beats speculation and how patience leads to better pricing. If you're into real estate, long-term strategy, or just want to understand what it takes to do smart investments during cloudy times, this one's for you.

Key takeaways:

• Why cash flow is key during uncertain times
• Sector focus over trends
• Know your market
• Real estate is about discipline

Resources mentioned:
Carrie Brenner: https://www.linkedin.com/in/carrie-brenner-132513110/

Connect with us!

• David Selznick on LinkedIn
• Kayne Anderson website
• Shana Orczyk Sissel on LinkedIn
• Banríon Capital Management

In this episode, Brad Zapp, co-founder of Connetic Ventures, shares how he left wealth management to pioneer AI-powered founder analysis and launch one of the first advisor-accessible venture capital interval funds. We dive into his journey building Wendell, an AI “psychologist” that quantifies founder traits, and why making private markets more accessible isn’t just innovation—it’s a necessity. For any advisor looking to bridge the public-private gap without sacrificing ease or scale, this episode delivers a bold new blueprint.

Key takeaways:

• AI can quantify founder psychology and improve early-stage investment decisions.
• Interval fund structures remove barriers for advisors and their mass affluent clients.
• Access to private markets is essential as companies stay private longer and public markets shrink.

Connect with us!

• Brad Zapp on LinkedIn
• Connetic Ventures
• Shana Orczyk Sissel on LinkedIn
• Banríon Capital Management

What do interest rate hikes really mean for your bond portfolio?

In this episode, Shana is joined by Michael Sedacca, Partner and Portfolio Manager at Rareview Capital, to break down how Federal Reserve policy cycles impact fixed income investing. From one of the most aggressive rate-hiking cycles in history to tactical opportunities in closed-end funds, Michael offers clear insights into what today’s interest rate environment means for investors.

We cover:

• How the Fed’s 5.5% rate hike cycle has shaped the bond market
• Why early homeowners with sub-4% mortgage rates are in a uniquely lucky position
• How closed-end funds can offer value through shifting premiums and discounts
• The surprising opportunities in commercial real estate and AAA-rated securities yielding 8–9%

Tune in to gain a clearer view of the bond market, interest rates, and smart strategies for what's ahead.

Connect with us!

• Michael Sedacca on LinkedIn
• Rareview Capital LLC
• Shana Orczyk Sissel on LinkedIn
• Banríon Capital Management

On this episode, Shana talks with H. Adam Holt, founder of Asset-Map, a software that turns complex financial data into simple, visual maps that spark better conversations and smarter decisions. From high-net-worth planning to alternatives and family dynamics, this tool helps advisors organize everything — income, assets, liabilities, and even family relationships — in one powerful snapshot.

The result? Deeper trust, stronger multi-generational connections, and revenue that multiplies.

Connect with us!

• H. Adam Holt on LinkedIn
• Asset-Map
• Shana Orczyk Sissel on LinkedIn
• Banríon Capital Management