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Artwork for CAIS Live Conversations, Building With Alts

CAIS Live Conversations, Building With Alts

CAIS
Private Credit
Private Markets
CAIS
Alternative Investments
Structured Notes
Artificial Intelligence
Nuveen
Agentic AI
Private Equity
Churchill Asset Management
Blackrock
Vista Equity Partners
Middle Market
Infrastructure
Alts
Model Portfolios
SEIA
ATCL
Liquidity
Generative AI

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 monthlyEpisodes46Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for CAIS Live Conversations, Building With Alts

Latest Episodes

Sports franchises increasingly sit at the intersection of media, intellectual property, live entertainment, and real estate. Recorded live on stage at CAIS Live | West, Neil Blundell, Chief Investment Officer of CAIS Advisors, joins host Alex Cavalie... more

Model portfolios, private markets, and portfolio constructions are converging, and financial advisors may be rethinking how they build and scale portfolios. Sam Miller, who leads investments and research at Signature Estate & Investment Advisors (SEI... more

Doug Sieg cold-called Lord Abbett in the early 1990s looking for a job. More than 30 years later, he’s the CEO. In this episode, Doug joins CAIS Co-President Brad Walker for a wide-ranging conversation covering his path to Lord Abbett, what he found ... more

What does thirty years of investing through the dot-com bust, the great financial crisis, and COVID teach you? For Nuveen CIO Saira Malik, the answer comes down to three things: focus on the fundamentals, stay the course, and don't let the noise win.... more

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Recent Guests

Sam Miller
Executive at SEIA focusing on model portfolios and private markets integration
SEIA
Episode: Inside SEIA’s Approach to Models, Private Markets, and AI (EP. 45)
Doug Sieg
CEO and Managing Partner at Lord Abbett
Lord Abbett
Episode: From Quarterback to Corner Office: Doug Sieg on Leading Lord Abbett (EP. 44)
Saira Malik
Chief Investment Officer at Nuveen (Investment Management Arm of TIAA)
Nuveen / TIAA
Episode: Signals Over Noise: Nuveen CIO Saira Malik on Navigating Today's Macro Landscape (EP. 43)
David DeVoe
Founder and CEO of DeVoe & Company, active M&A advisor in the independent advisor space
DeVoe & Company
Episode: From Succession to Scale: David DeVoe on What's Driving RIA M&A Today (EP.42)
David Breach
President of Vista Equity Partners
Vista Equity Partners
Episode: Software, AI, and the Next Innovation Cycle: A Conversation With David Breach (EP.41)
Matt Matrisian
President of SEIA
SEIA
Episode: Inside SEIA’s Growth Playbook With President Matt Matrisian (EP. 40)
Randy Schwimmer
Chief Investment Officer at Churchill Asset Management
Churchill Asset Management (Nuveen)
Episode: The “OG” of Private Credit: Randy Schwimmer on the Middle Market’s Movement (EP. 39)
Jerry Verseput
Founder of Veripax, now part of HUB International
HUB International / Veripax
Episode: From Intel to Independence: Jerry Verseput on Correlation, Customization, & Structured Notes (38)
Jon Diorio
Managing Director, Head of Product and Alternatives for Wealth at BlackRock
BlackRock
Episode: From Products to Portfolio: Jon Diorio on BlackRock’s Private Markets Focus (EP. 37)

Hosts

Alex Cavallari
Host of CAIS Live Conversations and Building With Alts; CAIS
Brad Walker
Host of CAIS Live Conversations; Host/Interviewer in this episode

Reviews

5.0 out of 5 stars from 28 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 States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests bring practical, real-world insights across private markets and AI.
High-quality guest mix from leading firms and platforms keeps discussions relevant.
Thoughtful host with approachable delivery makes complex topics accessible.
Strong emphasis on education for advisors and clients resonates with listeners.

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Talking Points

Recent interactions between the hosts and their guests.

Why Sports Are Becoming an Asset Class in Their Own Right (EP. 46)
Q: What are the practical pathways for an investor to access sports and sports-adjacent assets?
Investors can access through minority or majority equity in teams, investments in league rights, financing for operations, and increasingly through ancillary businesses like commercialization engines (e.g., Learfield), with private equity playing a growing role in college and league-level opportunities.
Why Sports Are Becoming an Asset Class in Their Own Right (EP. 46)
Q: How do streaming and AI influence the value and competition for media rights in sports?
Streaming and AI enable more precise targeting and monetization, lifting the value of rights as multiple platforms bid to reach specific audiences, and allowing more dynamic pricing and base on consumer behavior, which increases upside potential for rights holders and investors alike.
Why Sports Are Becoming an Asset Class in Their Own Right (EP. 46)
Q: Why is sports becoming a meaningful opportunity in the long-term asset allocation for portfolios?
Because sports combine scarcity, durable revenue from media contracts, a growing global audience, and the ability to monetize through multiple channels (team IP, stadium real estate, sponsorships, and media rights), which together create low correlations to traditional assets and potentially attractive risk-adjusted returns.
From Quarterback to Corner Office: Doug Sieg on Leading Lord Abbett (EP. 44)
Q: How do you view the integration of public and private markets within a traditional fixed-income firm?
He describes a deliberate transition, emphasizing culture, infrastructure, and a unified platform that enables cross-asset allocation. The strategy centers on growing private markets thoughtfully, leveraging public-market strengths, and creating synergies across teams to address investor demand for private credit and other alternatives.
Arctos and CAIS Advisors on Investing Across Sports Ecosystems (EP. 35)
Q: Why is sports considered an attractive asset class now?
Because it has long-term, predictable revenue streams and a built-in IP ecosystem, with durable monetization across leagues, media, and live events, plus new opportunities from international and digital platforms.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

CAIS Live Conversations and Building With Alts features in-depth discussions with leaders in finance, wealth management, and private markets, often focusing on macro themes, AI disruption, portfolio construction across public and private assets, and growth strategies for advisory platforms. Episodes frequently explore leadership, culture, education for investors, and practical frameworks for scaling RIAs and alt-investment programs. Notable strengths include a strong emphasis on actionable insights, real-world case studies, and a clear orientation toward enabling advisors to offer diversified, technology-enabled solutions to clients.

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this podcast launched 2 years ago and published 46 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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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Sam Miller
2. Doug Sieg
3. Saira Malik
4. David DeVoe
5. David Breach
6. Matt Matrisian
7. Randy Schwimmer
8. Jerry Verseput

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