CAIS Live Conversations, Building With Alts

CAIS

English Business Investing

Apple Podcasts Website RSS

Episodes 42

Avg. Duration 36m

Activity Highly Active

Apple Rating ★ 5.0 (17)

Since Jan 2025

Latest Episode Jun 2026

Publishing Details

Schedule

Every 2 Weeks

Format

Episodic

Consistency

80%

Hosting

feeds.transistor.fm

Contact & Outreach

About This Podcast

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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Recent Episodes

Software, AI, and the Next Innovation Cycle: A Conversation With David Breach (EP.41)

Jun 09, 2026 37m

Recorded 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 nontraditional path, from…

Inside SEIA’s Growth Playbook With President Matt Matrisian (EP. 40)

May 27, 2026 45m

Alternative investments, private markets, and wealth management are converging, and financial advisors need infrastructure that can keep up. Matt Matrisian, President of Signature Estate &…

The “OG” of Private Credit: Randy Schwimmer on the Middle Market’s Movement (EP. 39)

May 13, 2026 43m

Recorded 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 Management, a Nuveen…

From Intel to Independence: Jerry Verseput on Correlation, Customization, & Structured Notes (38)

Apr 29, 2026 49m

Structured notes, portfolio customization, and rethinking what diversification really means—Jerry Verseput, founder of Veripax (now part of HUB International), brings an engineer’s perspective to…

From Products to Portfolio: Jon Diorio on BlackRock’s Private Markets Focus (EP. 37)

Apr 14, 2026 37m

Jon 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 investments reshaping…

REX Shares & CAIS Capital Markets on the Future of Structured ETFs (EP. 36)

Mar 31, 2026 38m

Structured ETFs are shaping how financial advisors access yield-oriented strategies. In this episode of CAIS Live Conversations, Brad Walker sits down with Scott Acheychek, COO of REX Shares, and…

Arctos and CAIS Advisors on Investing Across Sports Ecosystems (EP. 35)

Mar 17, 2026 43m

In 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 Neil Blundell to…

Reading the Market: Cameron Dawson on Signals, Positioning, & Private Markets (EP. 34)

Mar 12, 2026 42m

Cameron 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 market noise with a…

Jen Prosek on Brand, Reputation, and Growth in Private Markets (EP. 33)

Feb 18, 2026 26m

In 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 Prosek Partners, to…

AI, Tokenization, and Alts: Jenny Johnson’s Outlook (EP. 32)

Feb 03, 2026 38m

Jenny 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 asset managers through…

The Agentic Era: Our World’s Next Chapter with Robert Smith and Jason Graefe (EP. 31)

Jan 21, 2026 43m

In 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 Wapner about the rise of…

Inside CAISey: Kan Kotecha on the Future of Intelligent Alts Platforms (EP. 30)

Jan 08, 2026 25m

Kan 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 experience. Kan discusses…

From Sheep Farm to Stonepeak: Luke Taylor on a Career in Infrastructure Investing (EP. 29)

Dec 16, 2025 25m

In 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 evolving from traditional…

Benchmarking Private Markets: A New Index for Financial Advisors (EP. 28)

Dec 02, 2025 34m

In 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 discuss Solactive’s launch…

How Leah Wehinger Helped Build a Unified Planning Model at Truist (EP. 27)

Nov 18, 2025 40m

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…

From Hedging to Harnessing Volatility: RBC & CAIS Capital Markets on What’s Next for Advisors (EP. 26)

Nov 12, 2025 38m

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…

The New Playbook for Alternatives: A Conversation with Harvey Schwartz (EP.25)

Nov 06, 2025 28m

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…

From Napkin to Unicorn: Matt Brown on Building CAIS, Industry Trends, and the Future of Alts & Wealth (EP. 24)

Oct 27, 2025 38m

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…

From Bullpen to Boardroom: Ken Kencel on 40 Years in Credit (EP. 23)

Oct 10, 2025 57m

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…

Doug Krupa on Innovation, Access, and the Future of Alternative Investing (EP. 22)

Oct 07, 2025 44m

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…

Frequently Asked Questions

How many episodes does CAIS Live Conversations, Building With Alts have?

CAIS Live Conversations, Building With Alts has published 42 episodes since January 2025, covering topics in Business, Investing.

Is CAIS Live Conversations, Building With Alts still active?

CAIS Live Conversations, Building With Alts is currently highly active with new episodes every 2 weeks. Average episode length is 36m.

How do I contact CAIS Live Conversations, Building With Alts for sponsorship or guest appearances?

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