CAIS Live Conversations, Building With Alts

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

podcast@caisgroup.com

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.

Brad Walker, Alex Cavalieri

Investing, Business, Business News, Careers, Entrepreneurship, Management, Marketing

C-suite executives, senior investment professionals, founders; advanced degrees (MBA, CFA) common

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