Educating Through Experience: Baird’s Alts Evolution (EP. 8)

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 Reisenbichler: From Advisor Support to Alts Leadership (00:00 – 03:36)

The Rise of Private Markets at Baird (03:36 – 06:17)

Why 'Private Markets' Is the Better Conversation (06:17 – 08:52)

How Technology Turned a 17-Day Process into a Streamlined Experience (10:56 – 13:01)

Looking Ahead: Curation, Growth, and the Future of Private Market Access (15:06 – 18:04)