CAIS Live Conversations: Building With Alts features high-profile guests from the alts and wealth-management ecosystem to discuss access, education, and product innovation. This makes it valuable for PR pros seeking thought leadership, executive-level exposure, and educational content for advisor audiences. Booking tends to favor senior leaders in asset management, private markets, and family office spaces, with a pathway through topical, industry-relevant conversations.
24 episodes, Weekly, 5.0 rating
<1k, Male, USA
Brad Walker, Alex Cavalieri
Investing, Business, Business News, Careers, Entrepreneurship, Management, Marketing
Typical Credentials:
C-suite executives, senior investment professionals, founders; advanced degrees (MBA, CFA) common
Required Achievements:
led major asset management firms, built strategic partnerships, launched innovative products/strategies, recognized industry thought leaders
Ken Kencel - Growth In Private Credit; Deal Sourcing; Underwriting; Evergreen Funds; Secondaries; Client Education, Doug Krupa - Private Equity Evolution; Accessibility; Evergreen Strategies; Product Innovation, Chelsea Ganey - Building Client Trust; Education; Secondaries; Advisor Operations; Personalization; Tech In Wealth Management, Pam Perskie - Personalization; Access To Alternatives; Technology Integration; Family Office Services, Torsten Slok - Economic Outlook; Recession Vs Growth; Opportunities In Private Markets
alternative investments, private credit, wealth management, advisor education, access to alternatives, product innovation, evergreen funds, secondaries, personalization, technology in wealth management