Best Shana Orczyk Sissel Podcasts (2025)

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42. What Most Financial Advisors Are Missing in Their Portfolios with Shana Orczyk Sissel 35:37

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19d ago35:37

35:37

One of the best ways of standing out as a financial advisor is connection. In this episode, Shana Orczyk Sissel—founder and CEO of Banríon Capital Management—shares how alternative investments can deepen client relationships while offering invaluable portfolio diversification. From private equity in sports teams to impact-driven funds, we explore h…

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43. Estate Planning Mistakes You Should Avoid with Tim Ritchey 29:34

5d ago29:34

29:34

Estate planning is not always about “who gets what”. In fact, most of the time, it’s about the complications that arise when a family tries to decide it. In this episode of Land and Everything Else, Dr. Craig Lemoine welcomes Chicago attorney Tim Ritchey to talk through it all. They go from farmland and rental properties to blended families and sib…

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What's the Alternative? | Episode 23 | Private Real Estate and How to Build All-Weather Business with David Selznick 46:12

14d ago46:12

46:12

Have you ever heard of downside protection? It's the strategy that David Selznick used to build an all-weather investment approach in real estate. Instead of chasing trends, he focuses on sectors like senior housing, student living, and medical offices. In other words, the type of properties with a demand that holds strong even when the market is s…

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41. Illiquidity Isn’t the Enemy: Rethinking Risk, Reward, and Romance in Alts with Brodrick Lothringer 44:37

1M ago44:37

44:37

In this episode, we unpack the emotional baggage, regulatory blind spots, and real-world complexity that make alternative investments both fascinating and frustrating. From farmland and fractional art to NFTs and Opportunity Zones, Dr. Craig Lemoine, Ailie Elmore, and Brodrick Lothringer explore what it takes to move beyond the standard portfolio. …

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What's the Alternative? | Episode 22 | From Advisor to VC: How AI and Access Are Reshaping Venture Capital with Brad Zapp 50:48

1M ago50:48

50:48

In this episode, Brad Zapp, co-founder of Connetic Ventures, shares how he left wealth management to pioneer AI-powered founder analysis and launch one of the first advisor-accessible venture capital interval funds. We dive into his journey building Wendell, an AI “psychologist” that quantifies founder traits, and why making private markets more ac…

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40. Detroit's Renaissance: A Lesson in Values-Driven Investing with JaQ Campbell & Hope Lovell 31:42

2M ago31:42

31:42

What if your investments could fight food insecurity, improve air quality, and revitalize communities—all at once? JaQ Campbell and Hope Lovell of Alexander Legacy Private Wealth share how they use real estate and agriculture to create “triple win” outcomes for investors, neighborhoods, and the environment. They unpack the “big RIA” approach (Real …

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39. Cash Flow, Income, and Retirement with Income Lab 32:29

2M ago32:29

32:29

Retirement planning has come a long way, and Income Lab is leading the charge with a smarter, adaptive approach. On this episode of “Land & Everything Else,” we bring on Dr. Michael Kothakota, Dr. Derek Tharp, and Dr. Justin Fitzpatrick. Instead of outdated "probability of failure" metrics, their software helps advisors create flexible, personalize…

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What's the Alternative? | Episode 21 | Finding Yield in a Volatile Market with Michael Sedacca 46:23

2M ago46:23

46:23

What do interest rate hikes really mean for your bond portfolio? In this episode, Shana is joined by Michael Sedacca, Partner and Portfolio Manager at Rareview Capital, to break down how Federal Reserve policy cycles impact fixed income investing. From one of the most aggressive rate-hiking cycles in history to tactical opportunities in closed-end …

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38. Tariffs, Land and the American Farmer with Steve Bruere and Dr. Bruce Sherrick 59:29

3M ago59:29

59:29

How resilient is American agriculture in the face of escalating trade tensions? In this episode, we’re joined by Steve Bruere of Peoples Company and returning guest Dr. Bruce Sherrick for a thought-provoking conversation on the stability of farmland investments—especially when compared to the volatility of traditional stock markets. From global pre…

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37. Farmland, Family, and the Tax Trap with JR Glenn 1:01:51

3M ago1:01:51

1:01:51

Farmland prices are soaring, turning family farms into multi-million dollar estates—but without the cash to cover the taxes. In this must-listen episode, attorney JR Glenn helps break down how estate taxes, especially in states like Illinois, can force farm sales and tear families apart. Learn how to: - Navigate the $4M state vs. $13.9M federal est…

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What's the Alternative? | Episode 20 | The Missing Piece in Your Client Relationships with H. Adam Holt 48:45

3M ago48:45

48:45

On this episode, Shana talks with H. Adam Holt, founder of Asset-Map, a software that turns complex financial data into simple, visual maps that spark better conversations and smarter decisions. From high-net-worth planning to alternatives and family dynamics, this tool helps advisors organize everything — income, assets, liabilities, and even fami…

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36. Commodities and Non-Traditional Investments with Alan Hutchison 27:25

3M ago27:25

27:25

Commodities play a big role in investing, but many people overlook them. Alan Hutchison from Dimensional Fund Advisors explains what they are, how they work, and why they can help strengthen your portfolio. Key Takeaways: Why investors are starting to pay more attention to commodities How today’s market trends affect commodity prices The importance…

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35. Start Thinking Rich with Dr. Brad Klontz and Adrian Brambila 33:36

4M ago33:36

33:36

Dr. Brad Klontz and Adrian Brambila join the show to explain the harsh truths that will take you from broke to financial freedom. Learn how small lifestyle tweaks—like shared living spaces and public transport—can lead to big financial wins. Here are the key takeaways: • A rich versus poor mindset in financial planning • The importance of investing…

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What's the Alternative? | Episode 19 | Real Estate, Ego Investing and Heads in Beds with Greg Friedman 44:37

4M ago44:37

44:37

On this episode Shana brings on Greg Friedman, CEO of Peachtree Group, who breaks down hospitality investments, operational strategies, and market dynamics. Key Takeaways: • Operational management in hospitality • Airbnb's impact on the traditional hotel market • Geographical factors influencing investment decisions • Credit and equity investments …

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34. Blockchain, Big Data, and the Future of Finance with Bill Kelly 29:07

4M ago29:07

29:07

From Wall Street to wealth management, our guest Bill Kelly shares how trillions have shifted into private markets, the role of technology in investment strategies, and the push for financial democratization. Tune in for his takes on due diligence, data-driven decisions, and the future of alternative investments! Connect with us! Bill Kelly on Link…

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33. What to Look For in a Farmland Investment with Michael Stockburger 28:28

5M ago28:28

28:28

In this episode, Michael Stockburger from Nuveen Natural Capital helps explain the complexities of investing in farmland, like timing and appreciation trends. He highlights a range of considerations such as quality, long-term goals, and patience in navigating the agricultural investment landscape. We get into: • When it’s a good time to buy or sell…

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What's the Alternative? | Episode 18 | Putting Your Money Where Your House Is with Sean O'Dowd 52:35

5M ago52:35

52:35

In this episode, Shana talks with Sean O’Dowd of Scholastic Capital, who specializes in the residential housing market. Scholastic’s unique approach emphasizes school districts and their role in driving demand for housing. Sean breaks down the current trends affecting the rental and housing markets, the implications of rising institutional investme…

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32. How Cody Garrett Found a Niche in DIY Finance 35:17

5M ago35:17

35:17

Cody Garrett redefines financial planning with his 'advice only' model, empowering DIY investors to take control of their financial futures. Join us as Cody breaks down: • His journey from music to financial planning • The significance of teaching in understanding finance • Alternative investments and personal passions in financial planning • Custo…

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31. Planning for a Fulfilling Retirement with Christine Benz 26:47

6M ago26:47

26:47

In this episode, we dive into the complexities of retirement with Christine Benz, emphasizing the balance between financial planning and emotional well-being. Christine also shares key themes from her book such as aging in place, proactive decision-making, and cultivating social connections to ensure a fulfilling retirement. Tune in to hear more ab…

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30. How Alternatives Can Fit in Your Portfolio with Zach Ivey and Dan Crowley 25:46

6M ago25:46

25:46

Explore smarter investing with Zach Ivey and Dan Crowley from Savant Wealth Management on this week’s episode. We dive into alternative investments, building trust with clients, and using AI to enhance wealth management—all while keeping the human touch. We break down the dynamics of equities, fixed income, real assets, and illiquid investments—all…

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29. Building a Financial Plan with Doug Morton and Chip Kalousek 27:16

7M ago27:16

27:16

How do you take control of your financial future? Chip Kalousek and Doug Morton from Savant Wealth Management share the secrets to building a solid financial plan. Learn why having a clear process, setting personal goals, and involving both partners in decision-making can make all the difference. Discover how Savant uses online tools to give client…

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What's the Alternative? | Episode 17 | Market Psychology and Technical Analysis featuring Katie Stockton 52:37

7M ago52:37

52:37

In this episode, Shana explores the value of technical analysis in your investment toolkit through insights from Katie Stockton, founder of Fairlead Strategies. While traditionally overshadowed by fundamental or macro analysis, technical analysis plays an important role by focusing on price trends and market sentiment. Through examining historical …

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28. The Path to Financial Planning with Philip Wegman 27:14

7M ago27:14

27:14

Philip Wegman joins “Land & Everything Else” to share his journey from Kansas State to helping clients at Emberwood Capital Partners. Philip talks about his early career, balancing client relationships with financial planning, and his advice for building a rewarding career. Get tips on smart retirement planning, tax strategies, and thriving in hybr…

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27. Alternatives in Capital Management with John Lavery 29:07

8M ago29:07

29:07

How do capital management firms handle alternatives? John Lavery from Emberwood Capital Partners joins the conversation to explain why farmland can be a valuable, steady investment despite its low trading volume and current interest rate challenges. John shares insights on succession planning for farmers and how large firms are making high-quality …

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What's the Alternative? | Episode 16 | Tony Davidow's Guide to Private Markets featuring Tony Davidow 53:08

8M ago53:08

53:08

In this episode, Shana talks with alternative investment strategist Tony Davidow from Franklin Templeton about the value of alternative investments. Tony shares stories from his career and explains how investments beyond traditional stocks and bonds—like private credit and real estate—can build wealth and support personal goals. We also discuss new…

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26. Philanthropic Advising with Dr. Jennifer Lehman 37:14

8M ago37:14

37:14

What advice can you give… to someone who’s giving? In this episode, our guest Dr. Jennifer Lehman explains how professionals can improve estate planning and charitable giving advice with the Chartered Advisor in Philanthropy (CAP) designation. We touch on managing family discussions, planning wealth transfers, and using tools like trusts and donor-…

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25. Managing Farmland in Your Portfolio with Dave Muth 27:25

9M ago27:25

27:25

Dave Muth from Peoples Company stops by to talk about all things farmland investment. He covers services like crop insurance and how they help connect investors with farmland opportunities. Dave also talks about the challenges investors face and strategies for managing different risks, from stable crops like corn to riskier options like almonds. We…

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What's the Alternative? | Episode 15 | The Ins and Outs of ETFs featuring Vince Lorusso 48:48

9M ago48:48

48:48

Shana sits down with Vince Lorusso, President & CEO of Clough Capital Partners L.P., who shares how he went from a family of lawyers to becoming a finance professional. He talks about his passion for finance, transitioning from hedge funds to exchange-traded funds (ETFs), and the benefits of ETF strategies like transparency and tax savings. Vince a…

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24. Revolutionizing Land Investment with Carter Malloy 20:18

9M ago20:18

20:18

Ever wondered why land investment feels so opaque compared to stocks? Join us for this episode where we host Carter Malloy, CEO of Acres, who breaks down their game-changing platform, AcreTrader. Bringing transparency to land valuation, Carter explains how AcreTrader provides a treasure trove of data—from parcel size and ownership to comparable sal…

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23. Building Wealth and Enhancing Retirement with Jamie Hopkins 32:51

10M ago32:51

32:51

In this episode, Jamie Hopkins, CEO at Bryn Mawr Capital Management, shares practical tips for building financial success. How do you develop good money habits in your 20s and 30s? We provide tips, such as, saving automatically, managing spending, and investing wisely. Additionally, Jamie explains when to focus on growing wealth and when to start d…

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22. Tokenized Farmland and Other Investment Strategies with Jeff Post 13:13

10M ago13:13

13:13

What are the secrets of modern agricultural investments? Jeff Post, Regional Director and Broker at Peoples Company, joins the Land & Everything Else podcast to discuss how to affordably invest in farmland. Jeff reveals how tokenizing farm ground ownership opens up opportunities for all investors, and dives into Delaware Statutory Trusts (DSTs) and…

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21. Risk, Reward, and Retirement with Bob French 28:20

10M ago28:20

28:20

Take control of your retirement planning! In this episode of Land and Everything Else, Bob French, Director of Investment Analysis at Retirement Researcher, shares insights on designing a personalized retirement plan using the funded ratio analysis tool and Retirement Income Style Awareness (RISA). Discover how to navigate risks, structure income s…

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20. Opportunity Zones with John Heneghan 14:38

11M ago14:38

14:38

Want to know how investments in rural areas can transform communities and yield impressive returns? Join us on the Land and Everything Else podcast as we sit down with John Heneghan, President of Servant Financial, to uncover the secrets behind Opportunity Zone Funds. This episode is a deep dive into the mechanics of the Promised Land Opportunity Z…

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19. Investing for the Future: Foundations & Philanthropy with Jeremy Heer 40:13

11M ago40:13

40:13

“Land & Everything Else” dives into the world of alternative investments this week. Join Ailie Elmore as she talks with Jeremy Heer from the University of Illinois Foundation. Jeremy shares his journey from New York trading floors to the academic world of U of I, offering insights into managing diverse portfolios. They explore how well-diversified …

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What's the Alternative? | Episode 14 | The Smoothing Effect featuring Cliff Asness 50:57

12M ago50:57

50:57

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” 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 in…

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18. How Philanthropy and Planning Fuel Academic Success with Justin Seno 32:21

12M ago32:21

32:21

Curious about how financial planning and philanthropy support education? Join Ailie Elmore and Justin Seno from the University of Illinois Foundation for this informative episode. Learn about his journey from high school fundraising to managing donor gifts and planning services at the foundation. Discover how their recent move to a new building has…

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What's the Alternative? | Episode 13 | Micro Private Equity: Investing in Small Business featuring Mike Vranjkovic 42:32

1y ago42:32

42:32

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” 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 in…

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17. Land as an Asset Class with Dr. Bruce Sherrick 25:01

1y ago25:01

25:01

Unlock the secrets of the soil with the guidance of Dr. Bruce Sherrick, who joins us to reveal the untapped potential of farmland investments. We'll explore how these assets outperform inflation and preserve generational wealth. Discover why farmland is a golden opportunity for both large investors and savvy individuals. In our conversation, we del…

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16. Heirlooms, Oil Rights and Other Alternative Assets with Model Wealth 29:43

1y ago29:43

29:43

We live in a world where financial strategies include rare sports cards and family farmland. Join Dr. Craig Lemoine for a conversation with Randy Bruns and Alex Offerman from Model Wealth, where they rejected traditional fee-based models with their hourly-based and flat-fee approaches, ensuring tailored advice for all. Dive into the world of altern…

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What's the Alternative? | Episode 12 | Be The Bank: Real Estate Debt Investing with Ben Lyons 40:11

1y ago40:11

40:11

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” 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 in…

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15. The Hype, Horror and Hope of Rental Properties with Randy Bruns and Alex Offerman 32:35

1y ago32:35

32:35

Discover the truth behind the allure of rental property investments with Dr. Craig Lemoine as we talk with Randy Bruns and Alex Offerman from Model Wealth. This episode dives into the nuances of real estate investment, separating reality from social media hype. Through both success and horror stories about the nitty-gritty of property management, t…

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What's the Alternative? | Episode 11 | Crypto 101 featuring Matt Hougan 51:17

1y ago51:17

51:17

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” 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 in…

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14. Water as Wealth with Brett Bovee 19:21

1y ago19:21

19:21

“Land & Everything Else” is no stranger to sharing the benefits of investing in farmland—but what about investing in water rights? Water is essential for our daily lives, making it an ideal asset class for investors looking to get ahead of today’s increased demands for the resource. This week, Brett Bovee, a Principal at Westwater Research, joins D…

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What's the Alternative? | Episode 10 | Alternative Building Blocks featuring Michael Green 56:45

1y ago56:45

56:45

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” 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 in…

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13. Building a Career in the Alternative Space with Mackenzie Granby 17:36

1y ago17:36

17:36

Creating a successful career in the financial advisory industry takes the right mix of ambition, knowledge, and talent. This week, Dr. Craig Lemoine is joined by Mackenzie Granby, CFP® Senior Advisory Associate at Vivaldi Capital Management and University of Illinois alumni, as she shares her career journey, showcasing the critical role of continuo…

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What's the Alternative? | Episode 9 | Interval Funds: The Good, The Bad & The Ugly featuring Kimberly Flynn 58:33

1y ago58:33

58:33

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” 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 in…

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12. Understanding Non-Stock and Bond Investments with Ilya Zlotnik 28:12

1y ago28:12

28:12

Alternative investments are the cornerstone of a diverse portfolio, opening investors up to many opportunities. While they offer the potential for lucrative returns, they are notoriously complex. This week, Dr. Craig Lemoine is joined by Ilya Zlotnik, Wealth Advisor and Partner from Vivaldi Capital Management, to uncover the power of non-stock and …

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11. Dissecting the History of Institutional Farmland Ownership with Steve Bruere 40:25

1y ago40:25

40:25

Beginning with the 2008 financial crisis, the interest in farmland as an asset class has grown exponentially. From its positive correlation to inflation to the future possibilities with renewables, institutions are looking to buy farmland. Ailie Elmore is joined by returning guest Steve Bruere, CEO of Peoples Company, to dissect why farmland is a s…

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10. Understanding Alts and the Risk, Return, and Regulatory Insight Involved with Derek Sasveld 20:48

1y ago20:48

20:48

For investors and advisors, alternative investments represent a vast market of challenges and potential. If you’re looking to understand the dynamic realm of alternative investments (alts), navigating the intricate landscape of risk, return, liquidity, and cryptocurrency's role in portfolio optimization, episode 10 of “Land & Everything Else” serve…

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9. Crop Insurance, Commodities, and Capital with Steve Bruere, Eric Geiger, and Dr. Bruce Sherrick 27:19

1+ y ago27:19

27:19

Join us for a special double-episode of “Land & Everything Else” featuring Steve Bruere and Eric Geiger from the People’s Company, and Dr. Bruce Sherrick. This week, we don’t just look at the present state of farmland, but offer a visionary look into its future. The insight offered by Steve, Eric, and Dr. Bruce unravels the complicated threads of c…