CAIS Live Conversations, Building With Alts

CAIS
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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.

  1. Beyond Performance: Pam Perskie on Personalization in Modern Wealth Management (EP.20)

    4天前

    Beyond Performance: Pam Perskie on Personalization in Modern Wealth Management (EP.20)

    Pam Perskie, CEO and Founder of Seven Mile Advisory, joins host Alex Cavalieri for a compelling conversation on the evolution of wealth, trust, and the modern advisor-client relationship. With over 20 years of experience in the multifamily office space, Pam shares how she built a firm centered on serving families with unique complexities—where personalization, not just portfolio performance, is the true north.  In this episode, Pam breaks down how Seven Mile Advisory is rethinking what it means to be a family office—leveraging technology, integrating with best-in-class platforms like CAIS, and helping clients gain access to institutional-quality alternatives across private credit, real estate, and more. Chapters:   1. Founding with Purpose (00:01:22 – 00:03:15)  2. Personalization Over Standardization (00:03:15 – 00:07:01) 3. Rethinking Access to Alternatives (00:08:08 – 00:11:10) 4. Trust as a Differentiator (00:16:57 – 00:18:58)

    22 分钟
  2. Beyond the Daily Grind: Apollo’s Torsten Slok on Finding Opportunity in Market Chaos (EP. 19)

    9月3日

    Beyond the Daily Grind: Apollo’s Torsten Slok on Finding Opportunity in Market Chaos (EP. 19)

    Is the economy heading for a recession or just a slowdown? In this episode of CAIS Live Conversations: Building With Alts, Brad Walker sits down with Apollo Chief Economist Torsten Slok. Torsten breaks down why he sees a “Nike swoosh” recovery ahead—not  recession—and the three economic headwinds that could create opportunities in private markets. From his unconventional research process tracking everything from TSA checkpoint data to Broadway show attendance, to why he believes owning the S&P 500 may no longer mean diversification, Torsten shares macro insights driving decisions at one of the world’s largest alternative asset managers. Plus, discover why he wakes up in a church rectory and his upcoming adventure to Greenland.  Chapters: 1. Economic Outlook & Recession Risk (11:49)  2. The Student Loan Crisis (13:09)  3. S&P 500 Concentration Risk (18:29)  4. The Growth Story of Private Credit  (21:23) 5. Investment Strategy in Uncertain Times (27:29)  6. Potential Alternative Investment Opportunities (25:00)  7. Advisor Guidance (29:23)

    42 分钟
  3. Resilience, Potential Opportunity, and the Evolution of Private Credit with Glenn August (EP. 18)

    8月18日

    Resilience, Potential Opportunity, and the Evolution of Private Credit with Glenn August (EP. 18)

    In this episode of CAIS Live Conversations: Building with Alts, Brad Walker sits down with Glenn August, Founder and CEO of Oak Hill Advisors. They discuss four decades of credit cycles, how product innovation is meeting wealth demand, and why partnership and selectivity remain critical as private markets mature. Chapter 1: Origins in Credit & Early Career (1:24 – 11:45) Chapter 2: Private Credit’s Evolution (11:46 – 17:46) Chapter 3: Product Innovation & Convergence (17:47 – 28:19) Chapter 4: Resilience in Uncertain Times (28:20 – 42:57) Chapter 5: Leadership, Legacy & Lessons (42:58 – 53:02)

    51 分钟
  4. David Chubak & Matt Brown on Expanding Access and Redefining Advice (EP. 17)

    8月5日

    David Chubak & Matt Brown on Expanding Access and Redefining Advice (EP. 17)

    Edward Jones is reimagining the future of wealth management, starting with personalization, access, and trusted relationships. In this episode, David Chubak, Head of Wealth Management at Edward Jones, and Matt Brown, Founder and CEO of CAIS, join host Alex Cavalieri to discuss their groundbreaking partnership, the Generations program, and why alternative investments are becoming central to the advisor-client experience. From product innovation to advisor intelligence, this is a roadmap for a new era of  wealth management.  Chapter 1: The Edward Jones Generations Vision (00:00 – 05:15) Chapter 2: Advisor Empowerment & Industry Access Trends (05:16 – 13:45) Chapter 3: Convergence of Public & Private Markets (13:46 – 22:50) Chapter 4: Tech-Driven Personalization & Advisor Intelligence (22:51 – 31:30) Chapter 5: A Shared Future: Partnership, Culture & the Road to 2030 (31:31 – End)

    50 分钟
  5. Inside the Mind of a CIO: Brandon Grimm on Investing Beyond the Traditional (EP. 16)

    7月17日

    Inside the Mind of a CIO: Brandon Grimm on Investing Beyond the Traditional (EP. 16)

    In this episode of CAIS Live Conversations: Building with Alts, Alex Cavalieri sits down with Brandon Grimm, CIO and Partner at Gilbert & Cook, Inc. Brandon shares his journey from actuarial science to wealth management, the evolution of his firm, and how he’s reshaping  his focus on private markets. From debunking liquidity myths to aligning portfolios with client values, Brandon dives into what it really means to help clients live a life of abundance. Plus, get a glimpse into how one Ironman finisher balances investing discipline with personal passion.  Chapter 1 (00:00 – 05:49) — From Actuarial Science to Wealth Management: Brandon’s Journey Chapter 2 (05:50 – 13:46) — The Role of CIO: Team Building, Client Trust & the Abundance Mindset Chapter 3 (13:47 – 22:17) — Private Markets, Client Education & Portfolio Evolution Chapter 4 (22:18 – 28:22) — Liquidity, Planning, and the Shift Toward Alternatives Chapter 5 (28:23 – End ~37:58) — Future Trends, Advisor Growth, and Personal Resilience

    36 分钟
  6. The Intersection of Public & Private Markets: A CIO’s Perspective (EP. 15)

    6月30日

    The Intersection of Public & Private Markets: A CIO’s Perspective (EP. 15)

    In this episode of CAIS Live Conversations: Building with Alts, host Alex Cavalieri sits down with Shannon Saccocia, Chief Investment Officer - Wealth at Neuberger Berman, to discuss how portfolio construction, private markets, and generational wealth trends are shaping the wealth management landscape. Shannon shares her views on public vs. private market allocations, how Next Gen investors think about wealth, and the evolving role of advisors in alternative investments. She also highlights the importance of technology, education, and structured approaches to integrating alternatives into client portfolios.  Chapter 1 (00:00 – 02:51) — From Medicine to Markets: Shannon’s Career Journey Chapter 2 (02:52 – 08:14) — Public & Private Markets: A Portfolio Continuum Chapter 3 (08:15 – 11:55) — Generational Wealth, Risk Mindsets & Private Market Education Chapter 4 (11:56 – 19:24) — Advisor Challenges, Portfolio Construction & Structural Innovation Chapter 5 (19:25 – 27:07) — Technology, Client Expectations & the Future of Private Wealth

    28 分钟
  7. Alts, Archetypes, and Access: A Conversation with KKR and CAIS Advisors (EP. 14)

    6月18日

    Alts, Archetypes, and Access: A Conversation with KKR and CAIS Advisors (EP. 14)

    How are advisors navigating market volatility, macro shifts, and inflation uncertainty? In this episode, KKR’s Paula Campbell Roberts and CAIS’ Neil Blundell join host Alex Cavalieri to explore how private markets, especially infrastructure and private credit, can contribute to portfolio resilience. From risk factor integration to evergreen structures and strategic asset allocation, hear how firms are helping advisors move from theory to implementation in today’s evolving landscape.  Chapter 1 (00:00 – 05:30) — Setting the Macro Stage Chapter 2 (05:31 – 13:45) — Beyond 60/40: Building Resilient Portfolios Chapter 3 (13:46 – 22:30) — Archetypes & Outcomes: Rethinking Portfolio Design Chapter 4 (22:31 – 34:00) — Products, Structures & Manager Selection Chapter 5 (34:01 – 43:45) — Looking Ahead: Trends, Tools, and Advisor Education

    42 分钟
  8. Culture, Growth, and the Future of Financial Advice (EP. 13)

    6月9日

    Culture, Growth, and the Future of Financial Advice (EP. 13)

    In this episode of CAIS Live Conversations: Building with Alts, host Alex Cavalieri sits down with Michael Nathanson, CEO of Focus Financial Partners, for a wide-ranging discussion on leadership, enterprise evolution, and the future of Investment advisory firms.  Michael shares insights into his leadership at Focus, highlighting his dedication to distributed leadership, the firm’s rebranding journey, and how they are redefining what it means to be both independent and interdependent. The conversation also explores the importance of empowering advisors, building enduring businesses, expanding services such as alternative investments, and the trends that may shape the future of wealth management.  Chapter 1: Leading with Vision and Values (00:00:54 – 00:08:59) Chapter 2: Interdependence as a Growth Strategy (00:09:00 – 00:17:59) Chapter 3: Branding, Culture, and Building for the Next Decade (00:18:00 – 00:33:59) Chapter 4: Elevating Client Experience with Alts and Innovation (00:34:00 – 00:50:29) Chapter 5: Looking Ahead: Industry Trends and Advisor Readiness (00:50:30 – End)

    1 小时
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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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