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 | November 12, 2026
Independence, practice growth, and alternatives implementation anchor this conversation with Nick Hamilton, Managing Director and Co-Founder of The Hamilton Group. Nick joins host Alex Cavalieri to trace how he moved from the wirehouse world to independence in 2017 and shifted from thinking about a practice to building a business. He shares his view on why infrastructure partnerships matter for independent advisors, how his team made alternatives the core of its approach, and how he talks with clients when markets feel noisy. He also discusses how advisors can implement alts, from working with a handful of managers per asset class to building operations support, and the advice from a mentor that shaped his career.
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 and Brad Walker 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: Partner, Co-President