What's the Alternative? | Season 3 | Episode 4 | 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 below.

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

• WisdomTree Website

• Quorus Website

• Shana Orczyk Sissel on LinkedIn

• Banríon Capital Management