Episode 168

full
Published on:

3rd Oct 2022

A Better Alternative in Investing with Shana Sissel, CAIA

There comes a season in life where you’ve planned everything out and your course seems to be going in a straight line and suddenly, everything goes wayward. Challenges begin to pile up and you don’t know which one to deal with first. When all the doors are being shut, it might be a sign for you to take an alternate course. 

Today we are joined by Shana Sissel, Founder, President, & CEO of Banríon Capital Management, the Queen of Alternatives, Mrs. Illinois Intl 2020, and Co-Host of The Black Swans Podcast. Shana joined us in Episode 89 where she showed us why women should be in the field of finance. A lot has changed since the last time she was here on the show! In this episode, she gets candid and shares the challenges she overcame in the past months leading her to start Banríon Capital Management. 

Shana talks about the challenge of overcoming problems, and beginning an alternate path to achieve the goals she has for herself, her son, and for the industry. With her company, she wants to help both advisors and clients navigate through the world of alternative investments by providing advisors all the tools and databases they need to build alternative portfolios. 

The path you take whether it be in life or in your investments doesn’t need to be the same as everyone else, or what other people expect of you, you just have to focus on the alternate path and investments that best works for you! 

 

Highlights:

>> Founding Banríon Capital Management

>> The challenges Shana faced over the past 14 months

>> What are alternatives

>> Making diversification happen through alternatives

>> Alternatives as a way to diversify portfolios

>> Working with companies with the same vision 

>> Shana’s liquid alternative models 

>> Providing turn-key solutions that advisors can use 

>> Giving the average retail investor and the average advisor access to analytical tools 

>> Bouncing back from rock bottom 

>> Shana on making an effort to improve her mental health and overall well-being

>> The importance and impact of sharing the vulnerable stories 

Connect with Shana:

>> LinkedIn: www.linkedin.com/in/shsissel 

>> Website: www.banrioncapital.com 

>> Instagram: @finance_queen2020 

>> Twitter: @shanas621 


Shana’s Projects:

>> The Black Swans Podcast

>>The Often-Forgotten Art and Science of Manager Due Diligence  


If you loved this episode, you have to listen to these episodes as well: 

>> Empowering Women to be in Finance with Shana Sissel

>> Compass vs. Map: How to Navigate When Life Gets Off-Course 

>> The Secret to Being a Successful Investor with Daniel Crosby 


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Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com  Can't wait to meet you.


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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.