CAIS Live Conversations, Building With Alts
tekijä: CAIS
Uusin jakso
Matt Brown on AI, Alts, and Advisor Opportunity (EP. 48)
Matt Brown on AI, Alts, and Advisor Opportunity (EP. 48)
Tietoa podcastista
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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Uusimmat 20 jaksoa 48 jaksosta
- Matt Brown on AI, Alts, and Advisor Opportunity (EP. 48) · 41 min · Jakso 48As AI reshapes client expectations for how advice is delivered, and advisor conversations around alts shift from what Matt Brown calls “why alts” to “how alts,” the CAIS founder…
- Joan Solotar on Blackstone and the Future of Private Wealth (EP.47) · 47 min · Jakso 47Private wealth, private markets access, and portfolio construction anchor this conversation with Joan Solotar, Global Head of Blackstone Private Wealth. Joan joins Brad Walker to…
- Why Sports Are Becoming an Asset Class in Their Own Right (EP. 46) · 30 min · Jakso 46Sports franchises increasingly sit at the intersection of media, intellectual property, live entertainment, and real estate. Recorded live on stage at CAIS Live | West, Neil…
- Inside SEIA’s Approach to Models, Private Markets, and AI (EP. 45) · 27 min · Jakso 45Model portfolios, private markets, and portfolio constructions are converging, and financial advisors may be rethinking how they build and scale portfolios. Sam Miller, who leads…
- From Quarterback to Corner Office: Doug Sieg on Leading Lord Abbett (EP. 44) · 52 min · Jakso 44Doug Sieg cold-called Lord Abbett in the early 1990s looking for a job. More than 30 years later, he’s the CEO. In this episode, Doug joins CAIS Co-President Brad Walker for a…
- Signals Over Noise: Nuveen CIO Saira Malik on Navigating Today's Macro Landscape (EP. 43) · 40 min · Jakso 43What does thirty years of investing through the dot-com bust, the great financial crisis, and COVID teach you? For Nuveen CIO Saira Malik, the answer comes down to three things…
- From Succession to Scale: David DeVoe on What's Driving RIA M&A Today (EP.42) · 35 min · Jakso 42David DeVoe, Founder and CEO of DeVoe & Company, has spent more than 25 years advising independent RIAs through some of the most significant decisions of their professional…
- Software, AI, and the Next Innovation Cycle: A Conversation With David Breach (EP.41) · 38 min · Jakso 41Recorded live at CAIS Live, this episode features David Breach, President of Vista Equity Partners, in conversation with CAIS Co-President Brad Walker. David reflects on a…
- Inside SEIA’s Growth Playbook With President Matt Matrisian (EP. 40) · 45 min · Jakso 40Alternative investments, private markets, and wealth management are converging, and financial advisors need infrastructure that can keep up. Matt Matrisian, President of…
- The “OG” of Private Credit: Randy Schwimmer on the Middle Market’s Movement (EP. 39) · 43 min · Jakso 39Recorded at CAIS Live | Leaders in Wealth, CAIS Co-President Brad Walker sits down with Randy Schwimmer, Vice Chairman and Chief Investment Strategist at Churchill Asset…
- From Intel to Independence: Jerry Verseput on Correlation, Customization, & Structured Notes (38) · 50 min · Jakso 38Structured notes, portfolio customization, and rethinking what diversification really means—Jerry Verseput, founder of Veripax (now part of HUB International), brings an…
- From Products to Portfolio: Jon Diorio on BlackRock’s Private Markets Focus (EP. 37) · 38 min · Jakso 37Jon Diorio, Head of Alternatives for US Wealth, BlackRock, joins CAIS Co-President Brad Walker on CAIS Live Conversations: Building With Alts to discuss how he sees alternative…
- Arctos and CAIS Advisors on Investing Across Sports Ecosystems (EP. 35) · 44 min · Jakso 35In this episode of CAIS Live Conversations: Building With Alts, CAIS Co-President Brad Walker sits down with Chad Hutchinson, Partner at Arctos Partners, and CAIS Advisors CIO…
- Reading the Market: Cameron Dawson on Signals, Positioning, & Private Markets (EP. 34) · 43 min · Jakso 34Cameron Dawson, Chief Investment Officer at NewEdge Wealth, joins host Alex Cavalieri on CAIS Live Conversations: Building With Alts to share how she and her team cut through…
- Jen Prosek on Brand, Reputation, and Growth in Private Markets (EP. 33) · 26 min · Jakso 33In this episode of CAIS Live Conversations: Building With Alts, recorded live at CAIS Summit 2025, Alex Cavalieri sits down with Jen Prosek, Founder and Managing Director of…
- AI, Tokenization, and Alts: Jenny Johnson’s Outlook (EP. 32) · 39 min · Jakso 32Jenny Johnson, CEO of Franklin Templeton, joins host Brad Walker on CAIS Live Conversations: Building With Alts to share her perspective on leading one of the world’s largest…
- The Agentic Era: Our World’s Next Chapter with Robert Smith and Jason Graefe (EP. 31) · 44 min · Jakso 31In this special edition of CAIS Live Conversations, live from CAIS Summit 2025, Robert F. Smith of Vista Equity Partners and Jason Graefe of Microsoft speak with CNBC’s Scott…
- Inside CAISey: Kan Kotecha on the Future of Intelligent Alts Platforms (EP. 30) · 26 min · Jakso 30Kan Kotecha, Chief Technology Officer at CAIS, joins host Alex Cavalieri live from CAIS Summit 2025 to share how artificial intelligence and data are reshaping the advisor…
- From Sheep Farm to Stonepeak: Luke Taylor on a Career in Infrastructure Investing (EP. 29) · 26 min · Jakso 29In this episode of CAIS Live Conversations: Building With Alts, Brad Walker sits down with Luke Taylor, Co-President of Stonepeak, to discuss how infrastructure investing is…
- Benchmarking Private Markets: A New Index for Financial Advisors (EP. 28) · 35 min · Jakso 28In this episode of CAIS Live Conversations: Building with Alts, Alex Cavalieri sits down with Steffen Scheuble, CEO of Solactive, and CAIS Advisors’ CIO Neil Blundell. They…
