Alex Cavalieri
Company: CAIS | Position: Chief Marketing Officer
CAIS Live Conversations
Welcome to CAIS Live Conversations: Building With Alternatives, the podcast that dives into individual journeys and big ideas shaping wealth management with alternatives. Listen to RIA leaders and asset management executives share unique stories about how they are working to increase access to alternative investments—powered by leading-edge technology.
Latest Episode | June 18, 2025
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.
CAIS Live Conversations: Building With Alts addresses ways independent financial advisors may be able to harness the power of alternative investments and potentially boost client portfolios.
In Their Words
Join CAIS for candid conversations with founders, RIAs and IBD leaders who’ve taken the plunge into the alts universe. Pull up a chair and dive into stories about wealth management, and insights from asset managers that may inspire your own journey to build your practice.
Join CAIS Live Conversations: Building with Alts hosts Alex Cavalieri, Brad Walker, Neil Blundell, and Matt Brown as they bring on leaders of RIA and IBD firms, and asset management executives to shed light on alternative investments, discuss ways of accessing hedge funds, private equity, private credit, real estate and infrastructure funds, address new technologies and share experiences.
Company: CAIS | Position: Chief Marketing Officer
Company: CAIS | Position: Co-President
Company: CAIS | Position: Chief Investment Officer, CAIS Advisors and Head of Investments, CAIS
Company: CAIS | Position: Founder, Chairman, & Chief Executive Officer