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Passion Investing: How Investors Can Leverage Alternative Investments to Align Their Portfolio with Their Passions

Released on Wednesday, July 12, 2023•ALTERNATIVE INVESTMENTS

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Peter Lynch once said, Know what you own and know why you own it. There are many ways investors have interpreted this lesson over the years, but at its core what I think Lynch meant was to invest in what you know and invest in what you love. Those two things are intertwined in many ways. The world of Alternative Investments is broad and includes everything from private equity, hedge funds to collectibles and real estate. Everyone is capable of investing in ways that align with their personal passions, whether those passions be driven by ego or impact. Learn more about how investing in the alternative space can bring the benefits of diversification but also create a personal connection to your portfolio.

Shana Orczyk Sissel

Banríon Capital Management, Founder and President

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.