CAIS Live Conversations, Building With Alts

CAIS
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CAIS Live Conversations, Building With Alts

CAIS Live Conversations, Building With Alts, tackles the often untapped potential of alternative investments by sitting down with the various players in the alts ecosystem. Listen in as we dive into alternative investments from the perspective of industry experts, RIA executives, IBD executives, alts manager leaders, and alts experts. Hear what other advisors are doing, learn about new technology, and join us as we turn investment complexities into real-life concepts that could potentially help diversify and drive growth in the independent space.

Épisodes

  1. The Age of Implementation (EP. 4)

    -1 J

    The Age of Implementation (EP. 4)

    Neil Blundell, Head of CAIS Investments Team, and Gregg Sommer, US Financial Intermediaries Leader at Mercer Investments, bring their expertise to the forefront as they discuss the increasing adoption of alternative investments in the wealth management channel. With 92% of advisors allocating to alts, their focus has shifted to implementing alts effectively. In this episode, Neil and Gregg join Host Alex Cavalieri, CAIS Head of Marketing, to explore key findings from CAIS’ 2025 The State of Alternative Investments in Wealth Management. Read the 2025 report, Here Chapters (00:01) Introduction to Guests and the 2025 CAIS-Mercer Survey   (00:38) The Shift Toward Alternatives: Key Survey Results   (04:15) The Rise of Registered Funds   (08:04) Blending Registered and Traditional Drawdown Funds   (18:51) Portfolio Construction Tools: From Why to How to Invest in Alts   (33:30) Overcoming Challenges in Alts Implementation   (37:05) Thematic Investing: AI, Infrastructure, and Energy Transition   (42:46) Looking Ahead: The Future of Alts in Wealth Management Disclosures This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions. There are substantial risks associated with investments classified as alternative investments. Investors should have the ability, investing sophistication and experience to bear the risks associated with such investments.

    43 min
  2. Alts Are Core to What We Do (EP. 3)

    30 JANV.

    Alts Are Core to What We Do (EP. 3)

    Aaron Hodari, Schechter’s Chief Investment Officer, talks to host Alex Cavalieri, Head of Marketing at CAIS, about the importance of alternative investments education. The firm focuses on alternative investments education as soon as the client relationship starts. “They wanted to work with us because they knew that was going to be part of their experience,” Aaron says.  (00:00) Introduction and Host Welcome   (00:27) Aaron Hodari’s Journey to Schechter   (02:51) Schechter: From a Life Insurance Advisory to a $3.6 billion RIA  (06:58) The Role of Innovation and Technology in Scaling Wealth Management  (08:25) Alternatives in Wealth Management  (10:08) Schechter’s Client Experience Pillars   (13:29) Product Innovation and the Democratization of Alts   (15:29) Balancing Registered and Traditional Drawdown Funds  (18:10) Aaron Hodari’s Vision for Schechter’s Future   (21:59) Aaron Hodari’s Personal Recommendations and Closing Thoughts

    24 min
  3. From Value Creation to Product Superiority (EP.2)

    14 JANV.

    From Value Creation to Product Superiority (EP.2)

    Robert F. Smith, founder and CEO of Vista Equity Partners, was first startled by the productivity gains from computer systems as a recent chemical engineer graduate. With more than 600 completed transactions under his belt, Robert now envisions further transformation in enterprise software borne out of GenAI. In this episode, he chats with Brad Walker, Chief Client and Product Development Officer at CAIS, about his early career, Vista’s work to generate value in portfolio companies and his views on achieving product superiority.  (00:00) Introduction and Host Welcome (01:32) Robert Smith's Early Career and Industry Beginnings (03:51) Defining Enterprise Software and Its Value (05:36) Vista’s Approach to Operational Efficiency (08:27) The Concept of Product Superiority (11:46) Vista’s Value Creation Framework (15:00) Generative AI: The Next Frontier (19:16) Robert Smith’s Personal Insights and Bucket List (21:42) Closing Remarks

    23 min
  4. Alternatives Differentiate Us (EP. 1)

    7 JANV.

    Alternatives Differentiate Us (EP. 1)

    Marty Bicknell, the founder of Mariner, a $100 billion RIA, aims to go head-to-head with wirehouses, more than doubling the firm's advisor count over the next three years. In this episode, he talks to host Alex Cavalieri, CAIS Head of Marketing, about choosing the fiduciary model, incorporating alternatives into portfolios, and how alts are leveling the playing field across channels. (00:00) Welcome to CAIS Live Conversations (01:19) The Journey Begins (03:36) Founding Mariner Wealth Advisors (05:48) Facing Challenges and Growth (08:14) Mariner's Core Philosophy (11:42) Innovations in Wealth Management (17:14) Education and Advisor Development (21:14) The Role of Alternatives in Portfolios (24:36) Maintaining Culture Amid Growth (26:03) Marty's Personal Learning Philosophy (29:36) Vision for the Future (30:30) Final Thoughts and Recommendations

    32 min
  5. CAIS Live Conversations, Building With Alts Trailer

    2 JANV.

    CAIS Live Conversations, Building With Alts Trailer

    CAIS Live Conversations, Building With Alts

    1 min

Bande-annonce

Notes et avis

5
sur 5
12 notes

À propos

CAIS Live Conversations, Building With Alts, tackles the often untapped potential of alternative investments by sitting down with the various players in the alts ecosystem. Listen in as we dive into alternative investments from the perspective of industry experts, RIA executives, IBD executives, alts manager leaders, and alts experts. Hear what other advisors are doing, learn about new technology, and join us as we turn investment complexities into real-life concepts that could potentially help diversify and drive growth in the independent space.

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