by 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, and join us as we turn investment complexities into real-life concepts that could potentially help diversify and drive growth in the independent space.
Language
🇺🇲
Publishing Since
1/2/2025
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April 10, 2025
<p>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. </p><p><strong>Getting to Know Nic Reisenbichler: From Advisor Support to Alts Leadership</strong> (00:00 – 03:36)</p><p><strong>The Rise of Private Markets at Baird</strong> (03:36 – 06:17)</p><p><strong>Why 'Private Markets' Is the Better Conversation</strong> (06:17 – 08:52)</p><p><strong>How Technology Turned a 17-Day Process into a Streamlined Experience</strong> (10:56 – 13:01)</p><p><strong>Looking Ahead: Curation, Growth, and the Future of Private Market Access</strong> (15:06 – 18:04)</p>
March 21, 2025
<p>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 <strong>CAIS Live Conversations: Building with Alts</strong>, 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. </p><p>Michael breaks down the firm’s expansion from equity into credit and its growing 1031 platform, highlighting how advisors and investors can strategically allocate capital in today’s market. If you’re looking to better understand how real estate fits into a diversified portfolio—this episode is a must-listen. </p><p><strong>Chapters:</strong></p><p>[00:01:18] A Trader’s Evolution: From Markets to Real Estate<br>[00:06:24] Choosing the High-Net-Worth Lane<br>[00:11:59] Navigating the Real Estate Cycle<br>[00:14:09] The Power of Data and MultiLytics<br>[00:19:01] Rethinking Real Estate Credit<br>[00:22:45] Expanding Into 1031 Exchanges</p>
March 5, 2025
<p>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. </p><p><strong>Chapters</strong><br>(00:00 - 01:23) Welcome & Introduction</p><p>(01:24 - 05:30) Dean’s Career Journey & The Birth of Brookstone</p><p>(05:31 - 10:50) Scaling Brookstone & Advisor-Centric Growth</p><p>(10:51 - 17:00) Innovation & Industry Disruption</p><p>(17:01 - End) Personal Insights & Closing Thoughts</p>
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