Private credit is growing faster than ever, and in this episode of 'What's the Alternative?', Shana Orczyk Sissel sits down with John Sateri from The Gladstone Companies to uncover why. From small companies transitioning to market leaders to the intricacies of private credit, this conversation dives deep into an exciting and evolving sector.

Shana and John discuss his extensive background, the evolution of Gladstone since his start in 2007, and the unique advantages of private credit as opposed to traditional banking models. They break down the benefits and limitations of interval funds and BDCs, as well as the significance of understanding due diligence in this investment space. Tune in to gain insights on why private credit could be the key sector to watch in the coming years.

Key takeaways:

• ·Understanding interval funds and their advantages in the market.
• The hands-on approach required in private credit investing.
• How private credit is displacing traditional banking capital.

Connect with us!

• John Sateri on LinkedIn
• The Gladstone Companies Website
•  Gladstone Alternative Income Fund Website
•  Shana Orczyk Sissel on LinkedIn
• Banríon Capital Management

Get ready for a deep dive into the world of multifamily real estate investing! In this episode of 'What's the Alternative?', host Shana Orczyk Sissel sits down with Ivan Barrett, founder and CEO of The BAM Companies, to explore the ins and outs of multifamily investing. Ivan shares insights from over 25 years in real estate, discussing the impact of fiscal policies, the current market outlook, and why the Midwest offers unique investment opportunities.

Discover how The BAM Companies approaches property management, the importance of school districts, and BAM's dedication to community impact and economic resilience.

Key takeaways:

• The stability and potential of multifamily investments amid economic fluctuations.
•  How The BAM Companies identifies undervalued assets and manages them for optimal returns.
• The role of school districts in property investment strategies.
• BAM's focus on community impact and fostering a positive workplace culture.

Connect with us!

Ivan Barratt on LinkedIn

 The BAM Companies

Shana Orczyk Sissel on LinkedIn

Banríon Capital Management

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 shaky.

In this episode of What’s the Alternative?, David explains how cash flow beats speculation and how patience leads to better pricing. If you're into real estate, long-term strategy, or just want to understand what it takes to do smart investments during cloudy times, this one's for you.

Key takeaways:

• Why cash flow is key during uncertain times
• Sector focus over trends
• Know your market
• Real estate is about discipline

Resources mentioned:
Carrie Brenner: https://www.linkedin.com/in/carrie-brenner-132513110/

Connect with us!

• David Selznick on LinkedIn
• Kayne Anderson website
• Shana Orczyk Sissel on LinkedIn
• Banríon Capital Management

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 accessible isn’t just innovation—it’s a necessity. For any advisor looking to bridge the public-private gap without sacrificing ease or scale, this episode delivers a bold new blueprint.

Key takeaways:

• AI can quantify founder psychology and improve early-stage investment decisions.
• Interval fund structures remove barriers for advisors and their mass affluent clients.
• Access to private markets is essential as companies stay private longer and public markets shrink.

Connect with us!

• Brad Zapp on LinkedIn
• Connetic Ventures
• Shana Orczyk Sissel on LinkedIn
• Banríon Capital Management

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 funds, Michael offers clear insights into what today’s interest rate environment means for investors.

We cover:

• How the Fed’s 5.5% rate hike cycle has shaped the bond market
• Why early homeowners with sub-4% mortgage rates are in a uniquely lucky position
• How closed-end funds can offer value through shifting premiums and discounts
• The surprising opportunities in commercial real estate and AAA-rated securities yielding 8–9%

Tune in to gain a clearer view of the bond market, interest rates, and smart strategies for what's ahead.

Connect with us!

• Michael Sedacca on LinkedIn
• Rareview Capital LLC
• Shana Orczyk Sissel on LinkedIn
• Banríon Capital Management

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 family relationships — in one powerful snapshot.

The result? Deeper trust, stronger multi-generational connections, and revenue that multiplies.

Connect with us!

• H. Adam Holt on LinkedIn
• Asset-Map
• Shana Orczyk Sissel on LinkedIn
• Banríon Capital Management

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

• The evolving commercial real estate landscape

Connect with us!

• Greg Friedman on LinkedIn
• Peach Tree Group
• Shana Orczyk Sissel on LinkedIn
• Banríon Capital Management

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 investment, and strategies for investors to capitalize on these unique dynamics.

Connect with us!

• Sean O’Dowd on LinkedIn
• Sean O’Dowd on Twitter
• Scholastic Capital
• Scholastic Capital on Facebook
• Shana Orczyk Sissel on LinkedIn
• Banríon Capital Management

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 events like the 2008 financial crisis and the 2022 bear market, Katie shows the power of technical tools such as moving averages. These indicators can help investors time the market effectively, manage risks, and minimize losses, shedding light on the essential nature of technical analysis in both factor investing and behavioral finance.

Connect with us below!

• Katie Stockton on LinkedIn
• Fairlead Strategies
• Shana Orczyk Sissel on LinkedIn
• Banríon Capital Management

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 ways for everyday investors to access these options, and Tony offers tips for advisors on guiding clients through this evolving investment landscape.

Connect with us below!

• Tony Davidow on LinkedIn
• Private Markets by Tony Davidow
• The Alternative Allocations Podcast 
• Shana Orczyk Sissel on LinkedIn
• Banríon Capital Management