Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.
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Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.
What's the Alternative? | Episode 27 | Stacking the Deck: Redefining Alternative ETF Models with Jeremy Schwartz
What's the Alternative? Meet the Manager
49 minutes
4 days ago
What's the Alternative? | Episode 27 | Stacking the Deck: Redefining Alternative ETF Models with Jeremy Schwartz
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 [https://www.linkedin.com/in/jeremy-d-schwartz/]
* WisdomTree Website [https://www.wisdomtree.com/investments]
* Quorus Website [https://www.quorus.io/]
* Shana Orczyk Sissel on LinkedIn [https://www.linkedin.com/in/shsissel/]
* Banríon Capital Management [https://www.banrioncapital.com/]
What's the Alternative? Meet the Manager
Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.