CAIS Live Conversations

Building With Alts

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.

“Beyond Performance: Pam Perskie on Personalization in Modern Wealth Management”

Latest Episode | September 10, 2025

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 space, Pam shares how she built a firm centered on serving families with unique complexities—where personalization, not just portfolio performance, is the true north.

In this episode, Pam breaks down how Seven Mile Advisory is rethinking what it means to be a family office—leveraging technology, integrating with best-in-class platforms like CAIS, and helping clients gain access to institutional-quality alternatives across private credit, real estate, and more.

About the Podcast and Subscribe

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.

Breaking Barriers to Alts

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.

All Episodes

Meet the Hosts

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.