As CEO of Banríon Capital Management, Shana Orczyk Sissel helps independent advisors navigate the complex world of alternative investing, bridging the gap between public and private alternative investment opportunities. Additionally, she assists clients with alternative investment education, investment platform development, alternatives in portfolio construction, and developing best practices in alternative investment due diligence.
A veteran of the wealth management industry with over 20 years of experience, Shana is a sought-after speaker & media contributor, appearing frequently at industry events and on major financial news outlets like CNBC, Bloomberg, Fox Business Network, and the TD Ameritrade Network. Shana earned her nickname “Queen of Alternatives” from her industry peers and wears the “crown” with great pride.
Compared to institutional investors and family offices, most individual high-net-worth investors are under-allocated to alternative investments. And therein lies a great opportunity…but why is now such a good time to incorporate alts into your portfolio? The “Queen of Alternatives,” Shana Orczyk Sissel, helps you understand the best ways to evaluate and allocate to the fastest-growing space in investment management.
If there’s one thing clear from the market action in late 2023 and early 2024, it’s that investors are flocking to ALTERNATIVES. They’re seeking to augment the capital gains and income their portfolios spin off—and more effectively diversify—by investing in Bitcoin, precious metals, and other assets outside of traditional stocks and bonds.
In this panel, get answers to questions like: What will a declining dollar mean for Bitcoin and metals? How far can the moves in those markets go? What other alternatives should I be looking at in this environment? Plus, get an “Experts' Shopping List” of what to buy NOW.