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Artwork for CAIS Live Conversations, Building With Alts

CAIS Live Conversations, Building With Alts

CAIS

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,... more

PublishesTwice monthlyEpisodes24Founded10 months ago
Number of ListenersCategories
InvestingBusiness

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Artwork for CAIS Live Conversations, Building With Alts

Latest Episodes

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 explore how Churchill scaled through PE partnerships... more

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 experience shaped his perspective on investor access, KKR’... more

Chelsea Ganey, Chief Strategy Officer at Moran Wealth Management, joins Alex Cavalieri to talk about her firm’s evolution after breaking away from Wells Fargo and its growing integration of alternatives. She shares insights on client education, secon... more

Pam Perskie, CEO and Founder of Seven Mile Advisory, joins host Alex Cavalieri for a compelling conversation on the evolution of wealth, trust, and the modern advisor-client relationship. With over 20 years of experience in the multifamily office spa... more

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Reviews

5.0 out of 5 stars from 23 ratings
  • Must listen!

    This is the podcast we have been waiting for!

    The CAIS podcast is a must-listen! Insightful, engaging, and always relevant, it offers deep dives into fascinating topics with a fresh perspective. The host is excellent—thoughtful, approachable, and great at steering these unique conversations. Whether you’re here to learn or just enjoy a great discussion, this podcast delivers. Highly recommend!

    Apple Podcasts
    5
    Haley Lauren
    United States9 months ago

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Apple Podcasts
#118
Hong Kong/Business/Investing
Apple Podcasts
#196
Hong Kong/Business

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this podcast launched 10 months ago and published 24 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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