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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

40:22

How Leah Wehinger Helped Build a Unified Planning...

CAIS Live Conversations, Building With Alts ·

2025/11/18

Leah Wehinger, Head of Investment Advice & Solutions at Truist Wealth, joins CAIS Live Conversations: Building With Alts to unpack how her team is scaling advisor education and access to private markets. She and host Alex Cavalieri discuss her views on integrating investment strategy with planning, supporting wealth transfer with a multi-generational lens, and designing products with client objectives in mind. From simplifying alts education to unifying advice, Leah shares how Truist is

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38:31

From Hedging to Harnessing Volatility: RBC & CAIS...

CAIS Live Conversations, Building With Alts ·

2025/11/12

In this episode of CAIS Live Conversations: Building With Alts, CAIS Co-President Brad Walker sits down with Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, joined by Marc Premselaar, Head of Capital Markets at CAIS. Recorded live from CAIS Summit 2025, the conversation explores what Amy calls a “volatility regime,” the growing role of retail investors in options markets, and how defined-outcome and structured strategies are evolving to meet advisor needs. From AI to

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28:55

The New Playbook for Alternatives: A Conversation...

CAIS Live Conversations, Building With Alts ·

2025/11/06

Recorded live from CAIS Summit 2025, this episode features Harvey Schwartz, CEO of Carlyle, in a candid discussion with Barron’s Editor-at-Large Andy Serwer on how private markets are reshaping access and opportunity for advisors and their clients. Schwartz describes why “alternatives” are increasingly just “capital,” and shares how wealth’s global trajectory are redefining distribution and product design. He also offers a data-driven read on the economy from Carlyle’s portfolio,

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38:05

From Napkin to Unicorn: Matt Brown on Building CAIS,...

CAIS Live Conversations, Building With Alts ·

2025/10/27

In this special CAIS Live Conversations episode, host Alex Cavalieri sits down with Matt Brown, Founder and CEO of CAIS, for a fireside chat recorded live at the 2025 CAIS Summit. Matt shares how CAIS grew from an idea in 2009 to the leading alternative investment management platform. He reflects on the Summit’s origins, the firm’s culture of trust and innovation, and the trends shaping wealth management—from the rise of alts to the convergence of public and private markets. Advisors will

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57:50

From Bullpen to Boardroom: Ken Kencel on 40 Years in...

CAIS Live Conversations, Building With Alts ·

2025/10/10

In this episode of CAIS Live Conversations: Building With Alts—Brad Walker talks with Ken Kencel, Founder, President, and CEO of Churchill Asset Management, about the growth in private credit. They explore how Churchill scaled through PE partnerships, what advisors need to know about deal sourcing and underwriting, plus the shift to evergreen funds and secondaries. Ken shares why client education is just as important as performance when it comes to expanding alts access in wealth

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44:12

Doug Krupa on Innovation, Access, and the Future of...

CAIS Live Conversations, Building With Alts ·

2025/10/07

Doug Krupa, Head of Global Wealth Solutions at KKR, joins Brad Walker for a deep conversation on how private equity is evolving and becoming more accessible. Doug shares how his early advisor experience shaped his perspective on investor access, KKR’s philosophy around product innovation, and how evergreen strategies are changing wealth management. This episode provides a behind-the-scenes look at how one of the world’s top private market firms is helping make alts available to more

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24:31

From Startup to Scaling With Alts: Chelsea Ganey on...

CAIS Live Conversations, Building With Alts ·

2025/09/29

Chelsea Ganey, Chief Strategy Officer at Moran Wealth Management, joins Alex Cavalieri to talk about her firm’s evolution after breaking away from Wells Fargo and its growing integration of alternatives. She shares insights on client education, secondaries, advisor operations, and the power of personalization in scaling a practice. Listeners can learn how tech and alts are reshaping high-touch client relationships. Chapter 1: Origins—Chelsea’s Path & Moran’s Breakaway

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21:33

Beyond Performance: Pam Perskie on Personalization in...

CAIS Live Conversations, Building With Alts ·

2025/09/10

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

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42:27

Beyond the Daily Grind: Apollo’s Torsten Slok on...

CAIS Live Conversations, Building With Alts ·

2025/09/03

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

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50:38

Resilience, Potential Opportunity, and the Evolution...

CAIS Live Conversations, Building With Alts ·

2025/08/18

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 –

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50:04

David Chubak & Matt Brown on Expanding Access and...

CAIS Live Conversations, Building With Alts ·

2025/08/05

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

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35:31

Inside the Mind of a CIO: Brandon Grimm on Investing...

CAIS Live Conversations, Building With Alts ·

2025/07/17

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

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28:20

The Intersection of Public & Private Markets: A CIO’s...

CAIS Live Conversations, Building With Alts ·

2025/06/30

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

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42:01

Alts, Archetypes, and Access: A Conversation with KKR...

CAIS Live Conversations, Building With Alts ·

2025/06/18

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.

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60:02

Culture, Growth, and the Future of Financial Advice...

CAIS Live Conversations, Building With Alts ·

2025/06/09

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

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36:03

From Court to Capital: Ted Koenig’s Journey in...

CAIS Live Conversations, Building With Alts ·

2025/05/28

In this episode of CAIS Live Conversations, Brad Walker sits down with Ted Koenig, Chairman and CEO of Monroe Capital, to discuss his path from law and hoops to founding one of the most respected names in private credit. They explore the evolution of the lower middle market, the growth of Monroe Capital, and how private credit fits into today’s investment landscape. Ted also shares his views on private credit’s role in wealth portfolios, convergence with public markets, and how Monroe is

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27:01

Thriving in Independence With Alts (EP. 11)

CAIS Live Conversations, Building With Alts ·

2025/05/21

In this episode of CAIS Conversations: Building With Alts, David Copeland, Principal and Co-Founder of Strategic Wealth Partners, takes us on a journey from starting his career at a major wirehouse to independence. With over 30 years of experience, David tells the story of how alternatives became a cornerstone of his client-first approach, offering solutions that seek to reduce portfolio volatility and enhance performance. He also reflects on the challenges and rewards of breaking away, the

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33:01

Credit, Culture & Clarity: A Conversation with Kipp...

CAIS Live Conversations, Building With Alts ·

2025/05/14

In this episode of CAIS Live Conversations: Building with Alts, Brad Walker, Co-President of CAIS, sits down with Kipp deVeer, Co-President of Ares Management. From the early days of middle-market lending to overseeing a multi-strategy platform with nearly $550B in AUM*, Kipp shares insights into the evolution of private credit, building scalable structures like BDCs, aligning culture in a global organization, and how Ares maintains a competitive edge in a fast-growing market. The

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28:16

Shaping the Future of Alternative Investments:...

CAIS Live Conversations, Building With Alts ·

2025/04/25

In this episode of CAIS Live Conversations: Building with Alts, host Alex Cavalieri invites Anya Coverman, CEO of the Institute for Portfolio Alternatives (IPA), to discuss the evolving role alternative investments play in wealth management. Anya shares her views on policy advocacy, regulatory developments, and the industry innovation that is shaping access to alts for advisors. Their discussion explores how education, technology, and product innovation are shaping private markets and what

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24:56

Educating Through Experience: Baird’s Alts Evolution...

CAIS Live Conversations, Building With Alts ·

2025/04/10

In this episode of CAIS Live Conversations: Building with Alts, Nic Reisenbichler, Manager of Investment Products at Baird joins podcast host Alex Cavalieri, Head of Marketing at CAIS for a deep dive into how Baird incorporates alternative investments in client portfolios. Together, they explore the evolution of private markets and the role of technology in facilitating transactions. Nic also discusses his preferred terminology for addressing alternative investments. Getting to Know Nic

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28 results

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