CAIS Live Conversations, Building With Alts

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.

CAIS Live Conversations, Building With Alts is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80.

Unknown Host hosts CAIS Live Conversations, Building With Alts, a business show with 0 episodes published.

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  Episode #46

  Why Sports Are Becoming an Asset Class in Their Own Right (EP. 46)

  Sep 28, 202630 min

  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 Cavalieri to discuss the factors shaping sports, media, and entertainment investing. Neil explores how long-term media rights, streaming, real estate development, sponsorships, and global audiences are changing franchise economics. He also explores the role IP can play across the broader attention economy, from music catalogs to entertainment companies. Chapters The Attention Economy and Sports Investing — 00:01:18 Sizing the Sports and Entertainment Market — 00:02:47 Media Rights and the Changing Economics of Sports — 00:06:00 Real Estate and Infrastructure Around Franchise Ownership — 00:08:20 The Dodgers: Media Rights, Real Estate, and Player Economics — 00:09:09 Music and Entertainment IP — 00:19:22 Women's Sports, College Athletics, and Emerging Leagues — 00:21:30 Scarcity & Access — 00:25:17

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  Episode #45

  Inside SEIA’s Approach to Models, Private Markets, and AI (EP. 45)

  Sep 8, 202627 min

  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 (SEIA), joins host Alex Cavalieri to discuss his objectives-first approach to incorporating alternatives into model portfolios. He also shares the questions he believes advisors should ask before allocating to private markets and how his team uses AI to work faster while keeping decision-making in human hands. Chapter 1: Welcome and Sam's Path to Portfolio Construction [00:00] Chapter 2: How Portfolio Construction Has Evolved [04:30] Chapter 3: Models, Misconceptions, and Building Around Client Objectives [08:23] Chapter 4: Private Markets at Scale and Where Execution Breaks Down [13:22] Chapter 5: AI, Industry Evolution, and What a Platform Should Deliver [17:22]

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  Episode #44

  From Quarterback to Corner Office: Doug Sieg on Leading Lord Abbett (EP. 44)

  Jul 28, 202652 min

  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 when he took over as managing partner in 2018, and how the firm has built out a private credit platform while staying true to its roots as a public fixed income manager. They also discuss Doug’s outlook on today’s macro environment, and reflects on the leadership lessons that guided his path to CEO. Chapters The Sieg Household [01:38] Three Brothers, One Industry [03:10] The Cold Call [07:04] Why He Stayed [08:44] Taking Over as Managing Partner [11:02] Building a Culture From the Inside Out [13:28] Leaders Aren't Born [18:24] Building the Private Credit Platform [22:28] Conviction and Caution [30:36] What Leadership Looks Like at Every Level [44:55]

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  Episode #43

  Signals Over Noise: Nuveen CIO Saira Malik on Navigating Today's Macro Landscape (EP. 43)

  Jul 8, 202640 min

  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. Saira joins Brad Walker on CAIS Live Conversations to share her read on today's macro landscape, the case for evolving the traditional 60/40, and how she talks clients through market downturns. She also opens up about her career path, one that started with rejection from every firm on Wall Street, and what that experience taught her about resilience. Chapters Chapter 1: From Stockton to Wall Street (00:01:35) Chapter 2: Learning to Read the Cycle (00:04:38) Chapter 3: 125 Years of Nuveen: From Muni Bonds to $1.4 Trillion (00:06:03) Chapter 4: Beyond 60/40 (00:12:15) Chapter 5: Getting Private Markets Right (00:16:29) Chapter 6: Mapping the Macro Landscape (00:18:04) Chapter 7: The AI Trade: Spending, Productivity, and What Comes Next (00:21:39) Chapter 8: Infrastructure, Data Centers, and the Real Assets Opportunity (00:23:11) Chapter 9: Staying the Course: How to Keep Clients Invested Through Volatility (00:31:43) Chapter 10: Thirty Years, One Philosophy (00:33:14)

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  Episode #42

  From Succession to Scale: David DeVoe on What's Driving RIA M&A Today (EP.42)

  Jun 30, 202635 min

  David DeVoe, Founder and CEO of DeVoe & Company, has spent more than 25 years advising independent RIAs through some of the most significant decisions of their professional lives. He joins CAIS CMO Alex Cavalieri at CAIS Live | Leaders in Wealth to share his view on what's driving M&A activity for the independent advisor, and where he believes it’s heading. David also discusses why organic growth has become an important metric in firm valuation, what a real growth culture looks like from the inside out, and why he believes succession planning is about to re-emerge as the dominant force in deal activity. He shares his framework for evaluating cultural fit in M&A and the questions he believes every founder should be asking before they go to market. Chapters Chapter 1: The Structural Shift in RIA M&A (02:42) Chapter 2: The Psychology of the Independent Founder (05:10) Chapter 3: What a Firm Health Diagnostic Really Looks Like (08:11) Chapter 4: Organic Growth as a Valuation Multiplier (08:59) Chapter 5: Why the Industry Underinvests in Growth (10:40) Chapter 6: Building a Comprehensive Integrated Growth Strategy (13:18) Chapter 7: Starting With Purpose (16:57) Chapter 8: Dynamic KPIs and the Long Game (21:46) Chapter 9: Making Culture Tangible in M&A (29:59) Chapter 10: Five to Seven Years of Activity Ahead (31:38)

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