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What's the Alternative? | Episode 8 | To Be or Not to Be Liquid (in Real Estate) Featuring Phil Bak


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 investments to add value in their investment portfolios.


In this episode Shana sits down with Phil Bak, CEO of Armada ETFs, REIT-specialty asset manager that delivers customized solutions to REIT investors through ETFs, SMAs, and access to proprietary AI and machine learning REIT valuation models.


Phil has been innovating in the ETF industry for over 15 years. He has previously served as Founder/CEO of Exponential ETFs, an ETF issuer and sub-advisor acquired by Tidal ETF Services in 2020. Phil has also served as Chief Investment Officer at Signal Advisors, a venture-backed startup in Detroit and Managing Director at the New York Stock Exchange where he worked on market structure enhancements, ETF listing rule changes, market maker incentive programs, and helping with asset managers launch ETFs. Prior to that Phil held product development roles where he developed and launched the first ever mixed-asset ETF, the first ever carbon-credit ETF, and patented the use of a controlled foreign corporation inside a ’33 act ETP.


Phil is also a Board Advisor of Civex, a startup platform bringing investor advocacy to retail investors, and Principal of Exponential Indexes. Phil is a graduate of Yeshiva University, is a Chartered Alternative Investment Analyst (CAIA), host of two podcasts (The ETF Experience and the Phil Bak Podcast), and an author who has been published on Yahoo Finance, TheStreet, Think Advisor, Seeking Alpha and regularly on Substack. Phil has been featured in top-tier media outlets such as the Wall Street Journal, Bloomberg, CNBC and Financial Times.


Learn More About Armada ETFs: https://www.armadaetfs.com/


Connect with Armada ETFs on 𝕏: @armadaetfs


Connect with Phil on 𝕏: @philbak1


Connect with Phil on LinkedIn: https://www.linkedin.com/in/philbak/


Check out The Phil Bak Podcast: https://philbak.com/


Check out Phil's Substack: https://philbak.substack.com/


Learn More About Banrion: https://www.banrioncapital.com/


Connect with Banrion on 𝕏: @Banrion_Capital


Connect with Shana on LinkedIn: https://www.linkedin.com/in/shsissel/


Connect with Shana on 𝕏: @shanas621


If you are an advisor wanting to check out our platform, we want to hear your feedback! Sign up for a free trial here: https://alphabot.net/banrion-capital/


Important Disclosures:


The opinions expressed on the “What’s the Alternative Podcast” are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.


It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.


The guests featured on this program are participants on Banrion Capital Management’s platform. As such Banrion may receive payment for their participation as a platform partner.


Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.


Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Banrion Capital Management or its affiliates.


This information is intended to provide educational value, highlight issues and should not be considered advice, an endorsement or a recommendation.


All Banrion Capital trademarks mentioned are owned by Banrion Capital Management, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

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