The Winning Formula for Customer and Investor Success With Mark Gatto

The Customer Wins

Mark Gatto is the Co-founder and Co-CEO of CION Investment Group, a leading manager of alternative investment solutions designed to redefine how individual investors build their portfolios and meet their long-term investment goals. CION manages CION Investment Corporation, a leading BDC listed on the NYSE (NYSE: CION), and sponsors, through CION Ares Management, CION Ares Diversified Credit Fund, a globally diversified interval fund. Mark's diverse experience ranges from executive roles at international companies to founding a specialty business consulting firm and practicing law. His leadership is characterized by a people-first mentality and a commitment to providing access to institutional-quality alternative investments for individual investors.

In this episode…

Have you ever wondered how the elites' investment strategies can unlock new potentials for the everyday investor? What if there was a way to democratize access to these sophisticated opportunities? Are our traditional views on stock and bond investment holding us back from financial greatness?

Mark Gatto, an experienced professional in the investment industry, breaks down the barriers to institutional-quality investments for individual investors. He shares the philosophy that led CION to pioneer access to alternative investment solutions, overcoming challenges of affordability, transparency, and accessibility. His commitment to educating financial advisors and individual investors about the dynamic landscape of alternative investments is evident as he outlines the impact of these strategies on risk management and portfolio performance. Armed with deep industry knowledge, an entrepreneurial spirit, and a football coach's leadership lessons, Mark exemplifies how embracing adversity can foster growth and solidify customer trust.

In this episode of The Customer Wins, Richard Walker interviews Mark Gatto, Co-founder and Co-CEO of CION Investment Group, about democratizing alternative investments. Mark talks about alternative investments and why they are crucial for a diversified portfolio, the various asset classes within alternative investments, how they manage risk, and the business philosophies and strategies that have made CION Investments stand out in a competitive market.