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PODCAST

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

business investing

All Episodes

30:41

From Trading Floors to Real Estate Innovation (EP.7)

CAIS Live Conversations, Building With Alts ·

2025/03/21

Michael Episcope, Co-CEO and Co-Founder of Origin Investments, went from being one of the world’s top traders to building a $3 billion real estate investment platform. In this episode of CAIS Live Conversations: Building with Alts, he sits down with host Brad Walker, Co-President of CAIS, to share his insights on navigating real estate cycles, the evolution of institutional-quality real estate for high-net-worth investors, and how Origin is leveraging data to drive investment

en

26:10

Technology, Trust & Transforming Client Experiences...

CAIS Live Conversations, Building With Alts ·

2025/03/05

Dean Zayed, Founder and CEO of Brookstone Capital Management, has focused on developing a one-stop financial services shop as a Turnkey Asset Management Program with a human touch, which he calls a TAMP-plus. In a conversation with host Alex Cavalieri, CAIS Head of Marketing, Dean speaks about how Brookstone combines technology with personalized advisor support, which, according to Dean, aligns with the broader industry shift from transactional to fiduciary-based, relationship-driven

en

20:26

Building Bridges in Private Markets (EP. 5)

CAIS Live Conversations, Building With Alts ·

2025/02/24

Michael Rees, Co-President of Blue Owl Capital, graduated as a chemical engineer, but after a stint in consulting, started his career in investment banking. He then embarked on an entrepreneurial journey with private markets manager Blue Owl. In this episode, Michael shares insights with host Brad Walker, CAIS Chief Client and Product Officer, on building Blue Owl’s GP stakes business, his vision for the future of alts in wealth management, and Blue Owl’s foray into sports investing with

en

42:53

The Age of Implementation (EP. 4)

CAIS Live Conversations, Building With Alts ·

2025/02/10

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

en

23:43

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

CAIS Live Conversations, Building With Alts ·

2025/01/30

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

en

22:56

From Value Creation to Product Superiority (EP.2)

CAIS Live Conversations, Building With Alts ·

2025/01/14

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

en

32:22

Alternatives Differentiates Us (EP. 1)

CAIS Live Conversations, Building With Alts ·

2025/01/07

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 levelling the playing field across channels.

en

0:56

CAIS Live Conversations, Building With Alts Trailer

CAIS Live Conversations, Building With Alts ·

2025/01/02

en

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