Our team celebrated St. Patrick's Day in style hosting 60 guests for a celebratory event during Future Proof. The event was sponsored by 3 of our platform partners: AGF Investments Connetic Ventures & Peachtree Group Guests were able to enjoy a signature cocktail, authentic Irish cuisine, live music & goodie bags that included #allinonalts hats to show their passion for #alternativeinvestments while networking on Miami Beach! Thank you to Banríon's own Brittany Mason for planning a truly memorable evening! #stpatricksday?? #alternativeinvestments #irish #financialadvisor #futureproof Carrie Brenner Steven E. Ankerstar, CFP?, MBA Dr. Renée Baker, DBA, RCC?? Dmitri Alexeev, Ph.D. Bill DeRoche Mike Younkman Kathryn Brown, CFP?, ChFC? Dennis Morton, CFP? Jamie Hopkins Esq., LLM, CFP?, ChFC?, CLU?, RICP? Willard Schoch, AIF? David Badham Tom Lydon Javier Tafoya, CPFA?, MBA Krunal Patel, PMP Brett Rodriguez, CIMA?, CPWA?, CRPC? Vince Lorusso Anthony Termini David Lyons Cory Johnson John Lidington, CFA Joel Hanson Jordan Kellerman Victor LeBlanc Sam Warner, CAIA Damion J. Hendrickson Brad Zapp, CFP?
关于我们
Banrion Capital Management is an alternatives technology platform build by advisors for advisors. Our key mission is to is to provide advisors and their clients the tools & technology they need to allocate to alternative investments in an efficient and scalable way. We carefully curate our platform partners and work closely with them to ensure they understand the advisor business and can provide the service and support that is so critical for advisors to grow their client relationships. We provide educational resources, transparent due diligence, intuitive analytical tools & through our partnership with Mammoth Technology, streamlined back office and compliance technology solutions integrating directly with Orion and Black Diamond for optimal efficiency. We've been in your shoes, we know your pain points and we believe that we can provide you with the unparalleled technology solution & white glove service that you deserve.
- 网站
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https://www.banrioncapital.com
Banríon Capital Management Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Chicago,IL
- 类型
- 私人持股
- 创立
- 2022
- 领域
- Alternative Investments、OCIO、Portfolio Management、Fintech、Investment Management和Financial Advisors
地点
Banríon Capital Management Inc.员工
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Shana Sissel, CAIA
Founder & Chief Executive Officer Banríon Capital Management | "The Queen of Alternatives"
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Brittany Mason
President Banríon Capital, entrepreneur & coach
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Connor Lapean
Investment Research Associate at Banríon Capital Management
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Jacqueline Wojtalik
Student at John Hersey High School
动态
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Where is your capital—and is it working for you? H. Adam Holt, CFP?, ChFC? of Asset-Map challenges outdated thinking around financial instruments, urging us to stop drawing boundaries around what should fit in a portfolio. Whether it’s crypto or traditional assets, the real question is: is your capital idle, or is it intentional? Tune into “What’s the Alternative?” to hear how Holt is helping clients rethink allocation in a way that’s bold, inclusive, and forward-looking.? ??Spotify: https://lnkd.in/gDXciKGe ??Apple Podcasts: https://lnkd.in/gKydc75y #WhatstheAlternative #AlternativeInvestments #FinancialPlanning
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Banríon Capital Management Inc.转发了
The WE Speakers' Bureau helped kick off the Exchange conference with a fantastic panel featuring Brittany Mason of Banríon Capital Management Inc., Perth Tolle of Life + Liberty Indexes & Anna Lester of Fidelity Investments Jon Fee of VettaFi helped lead a powerful conversation about careers beyond ETFs. These three powerhouse women are seen here with Women in ETFs Board Member & Former President (2022-2024) Emily Meyer #womeninfinance #womeninetfs #exchangeetf #investing #careerpath
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“As somebody who’s a long-term investor and focuses on fundamentals, I see this more as a nice entry point,” CEO Shana Sissel, CAIA told Matthew Miller and Dani Burger on Bloomberg News Open Interest. ? She pointed to Nvidia and Nike as examples of quality companies under pressure but with long-term potential. For investors willing to look past near-term volatility, she sees opportunity in names that were once too expensive but now trade at more reasonable valuations. Watch here (48:51 minute mark): https://lnkd.in/gkcjA3SE #investing #markets #valueinvesting #longterminvesting?
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Banríon Capital came out big for the inaugural Future Proof Citywide event. The event was hugely successful for our team and our partners. We can't wait to do it again in the fall! #alternativeinvestments #wealthmanagement #financialadvisors
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What’s the key to running a profitable hotel? Greg Friedman of Peachtree Group shares how a strong brand, great location, and a disciplined operating strategy make all the difference. In an industry where margins are tight, success is all about reservations and expense control. Get the inside scoop on hospitality investing on What’s the Alternative?, now available on Spotify and Apple Podcasts! #RealEstate #hospitality #alternativeinvestments
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Banríon Capital Management Inc.转发了
Perth Tolle. Anna Lester. Brittany Mason. Jon Fee. One powerful conversation. The “Women in ETFs: Careers Beyond ETFs” panel wasn’t about titles or résumés, it was about ownership of your story. These four leaders shared what it means to build a life in finance that reflects who you are—with bold moves, real pivots, and purpose-driven growth. (Also Anna Lester’s iconic advice to her 27-year-old self. ??) Drop your favorite takeaway from the session below. ?? #ExchangeETF #WomenInFinance #ETFVoices #CareerStories #AdvisorCommunity Women in ETFs Banríon Capital Management Inc. Life + Liberty Indexes VettaFi
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What a week! Banríon Capital Management Inc. was proud to be a Launch sponsor for the inaugural Future Proof Citywide event in Miami Beach. We were able to meet with amazing professionals across the wealth management, fintech & investment management industries. Future Proof has quickly become the premier event series in the industry. Our team was able to meet with investors, advisors & clients alike. The networking sessions were first class. I am so inspired by the vision of Joshua Brown & Matt Middleton Banríon was proud to support 8 of our platform partners on-site. Demonstrating our commitment to creating a community to support our advisors. We'd also like to take a moment to recognize Jesus Larroche & Ricardo Larroche of JRLarroche who joined our team to create high quality content for Banríon & our partners. We firmly believe in the power of lifting others up to share in success. Jesus and Ricardo's talent and work ethic are unmatched. They proved to be fantastic representatives for the Banríon team! Can't wait to do this all again in September at Future Proof Festival! #womeninfinance #investing #financialadvisor #wealthmanagement Guillermo Trias Bill DeRoche Mike Vranjkovic Brad Zapp, CFP? Brittany Mason Dmitri Alexeev, Ph.D. Rusty Vanneman, CMT, CFA, BFA? Brad Haag Devon Drew Lily Vittayarukskul Dr. Renée Baker, DBA, RCC?? Jordan Kellerman Mike Beley Dennis Morton, CFP? Daniel Bryant Tom Lydon Sam Warner, CAIA Eben Burr Vince Lorusso Mark Allan Victor LeBlanc Damion J. Hendrickson Shana Sissel, CAIA Jamie Hopkins Esq., LLM, CFP?, ChFC?, CLU?, RICP?
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"The best investments tend to be in emerging sports, like women’s sports, yachting, and cricket, areas where valuations are still low, but the upside potential is huge,” Shana Sissel, CAIA shared on the Adjusted for Risk podcast with Ryan Nauman for WealthManagement.com and Zephyr, discussing how private equity is expanding into sports investing. Shana explained how media rights, streaming services, and increasing investor interest are driving growth in these under-the-radar markets, making them some of the most compelling areas for alternative investments. Watch here: https://lnkd.in/gTJU4Nfy #privateequity #sportsinvesting #alternativeinvestments #wealthmanagement
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"Why can't we take that model and apply it to alternative investments and have it be a seamless way for an advisor to use potential solutions for not just traditional investments?" Shana Sissel, CAIA shared on the Adjusting for Risk podcast with Ryan Nauman for WealthManagement.com and Zephyr discussing the inefficiencies advisors face in alternative portfolio allocation and why she created Banrion. Shana joined Dana M. D'Auria, CFA, Group President of Solutions and Co-CIO at Envestnet, and Bridget Costello, CFP?, Wealth Advisor at Kayne Anderson Rudnick for a special Women in Investing episode for International Women’s Day. Watch the full episode here: https://lnkd.in/g_3zpeve #investing #finance #alternatives #wealthmanagement #RIAs #WomenInFinance #markets #InternationalWomensDay