Investment Masterminds

– Episode 34  –

“Solutions for the High-Net-Worth Market”


Guests: Shana Orczyk Sissel, CAIA, CEO Banrion Capital

Daniel Harms, CEO, Third Wire Asset Management

Dave Thorton, CEO, Vested


Please Register for the December 15th Advisory Panel featuring Shana Orczyk Sissel of Banrion Capital along with Daniel Harms, CEO of 3rd Wire Asset Management and Dave Thornton, CEO of Vested.


Our panel was specifically curated to provide ideas for High-Net-Worth investors searching for alternatives to traditional portfolio design. 


Key Takeaways:
•    What are “Alternative Investments” (and what they aren’t)
•    Why are High Net Worth Investors seeking Alts
•    Hear from innovative CEO’s as they discuss the evolution of Portfolio Alternatives. 

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