CION Investments

CION Investments CION Investments is a leading manager of alternative investment solutions that focuses on alternativ

05/19/2026

On this episode of Advisor Lab we welcome Shannon Spotswood, CEO at RFG Advisory. Shannon joins Derek Schwartz for a conversation about how RFG is leveraging industry partnerships to equip advisors with automation technology that helps them optimize and scale their practices.

Listen to the full conversation.
Spotify: https://bit.ly/3Ri84j4
Apple Podcasts: https://apple.co/3PM4HjX
YouTube: https://youtu.be/gVmtcyWmRys

Join Mark Gatto, CION's Co-Founder and Co-CEO, at Envestnet Elevate 2026 in Phoenix, AZ, tomorrow at 11:10 AM MST, for T...
05/18/2026

Join Mark Gatto, CION's Co-Founder and Co-CEO, at Envestnet Elevate 2026 in Phoenix, AZ, tomorrow at 11:10 AM MST, for The Rise of Alternative Investments: Private vs Public Market Divide panel. The panelists will examine how shifting market conditions are affecting how investors are assessing risk, liquidity, and valuation across private and public market allocations.

05/12/2026

Dr. Amy D’Aprix, Founder and President of LifeBridge Strategies, joins Derek Schwartz on Advisor Lab to discuss financial planning for life transitions surrounding aging and retirement. Dr. Amy identifies how fostering deeper client relationships helps advisors differentiate their practices and retain clients as they navigate transitional life events.

Listen to the full conversation.
Spotify: https://bit.ly/4w6uzr0
Apple Podcasts: https://apple.co/4whOnaS
YouTube: https://youtu.be/upohGlfSfT0

CION’s Co-Founder and Co-CEO Mark Gatto is speaking on The Rise of Alternative Investments: Private vs Public Market Div...
05/11/2026

CION’s Co-Founder and Co-CEO Mark Gatto is speaking on The Rise of Alternative Investments: Private vs Public Market Divide panel at Envestnet's Elevate 2026 on Tuesday, May 19th. Join the panel at 11:10 AM PST as they dive into the evolving dynamics between private and public markets.

05/07/2026

We sat down with Dr. Amy D’Aprix, Founder and Principal of LifeBridge Strategies, for a discussion on serving clients as they navigate life transitions such as aging, retirement, and estate transfers. Dr. Amy shares the communication process she developed for bridging money conversations with the human side of financial planning, and how it helps advisors connect with and retain clients.

Listen to the full conversation.

Spotify: https://bit.ly/4w6uzr0
Apple Podcasts: https://apple.co/4whOnaS
YouTube: https://youtu.be/upohGlfSfT0

IPASummit was a terrific event! Derek Schwartz, Senior Managing Director and Head of Strategic Accounts at CION Investme...
05/05/2026

IPASummit was a terrific event! Derek Schwartz, Senior Managing Director and Head of Strategic Accounts at CION Investments, was a panelist for Liquidity Lessons: What the Credit Boom is Teaching Us About Semi-Liquid Structures. The panel discussed how evolving liquidity expectations are influencing the next generation of private market products.

04/29/2026

We sat down with Jeff Ransdell, Managing Director and Founding Partner of Fuel Venture Capital Partners, to discuss how his firm brings venture capital investment opportunities to the private wealth channel. Jeff dives into the structure of Fuel’s newest strategy, which provides advisors and their clients access to the top 100 technology companies at the forefront of the innovation economy.

Listen to the full conversation.

Spotify: https://bit.ly/4u8oatQ
Apple Podcasts: https://apple.co/4tVI9M6
YouTube: https://youtu.be/RbF5RsodVzQ

04/23/2026

On this episode of Advisor Lab, we welcome Jeff Ransdell, Managing Director and Founding Partner of Fuel Venture Capital Partners. Jeff joins Derek Schwartz for a discussion on private market strategies for individual investors, and shares how his firm creates access to a previously untapped asset class for advisors and their clients.

Listen to the full conversation.
Spotify: https://bit.ly/4u8oatQ
Apple Podcasts: https://apple.co/4tVI9M6
YouTube: https://youtu.be/RbF5RsodVz

The CION Ares Diversified Credit Fund (CADC) has been named the Alternative Credit Awards North America 2026 Interval Fu...
04/17/2026

The CION Ares Diversified Credit Fund (CADC) has been named the Alternative Credit Awards North America 2026 Interval Fund of the Year. CADC is a broadly diversified strategy that invests dynamically across the credit spectrum, in liquid and illiquid credit assets. The Fund was incepted in 2017, making CADC one of the pioneers of the interval fund space.

Alternative Credit Investor’s annual awards program recognizes some of the most influential fund managers, specialist lenders and service providers shaping the alternative credit space. The shortlist and winners were decided by Alternative Credit Investor’s editorial team and a panel of independent judges.

For the full list of winners, visit: Alternative Credit Awards 2026: https://bit.ly/4mCooa3

Awards Disclaimer:
CION Diversified Credit Fund (CADC) received the 2026 Interval Fund of the Year award on April 14, 2026, at 583 Park Avenue in New York City. The shortlist and winners were decided by Alternative Credit Investor’s editorial team and a panel of independent judges. Judging criteria included the positive impact the firm is having on the industry, the expertise of the team, and the quality of products and services. The Fund did not pay to participate in or promote the award. The award is not indicative of future performance.

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10017

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+12124184700

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