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 a new...
Aug 05, 2025•50 min•Ep. 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 Ironma...
Jul 17, 2025•36 min•Ep. 16
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 the ...
Jun 30, 2025•28 min•Ep. 15
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. Chapter 1 (0...
Jun 18, 2025•42 min•Ep. 14
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 conversa...
Jun 09, 2025•1 hr•Ep. 13
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 innovat...
May 28, 2025•36 min•Ep. 12
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 evol...
May 21, 2025•27 min•Ep. 11
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 conversatio...
May 14, 2025•33 min•Ep. 10
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 the ...
Apr 25, 2025•28 min•Ep. 9
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 Reisenbi...
Apr 10, 2025•25 min•Ep. 8
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 decisions. Michael...
Mar 21, 2025•31 min•Ep. 7
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 practices. ...
Mar 05, 2025•26 min•Ep. 6
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 the NBA...
Feb 24, 2025•20 min•Ep. 5
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 Alte...
Feb 10, 2025•43 min•Ep. 4
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 Insurance Advis...
Jan 30, 2025•24 min•Ep. 3
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 views...
Jan 14, 2025•23 min•Ep. 2
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 leveling the playing field across channels. (00:00) Welcome to CAIS Live Conversations (01:19) The Journey Begins (03:36) Founding Mariner Wealth Advisors (0...
Jan 07, 2025•32 min•Ep. 1
Jan 02, 2025•55 sec
