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.

“Shaping the Future of Alternative Investments: Policy, Innovation & Access”

Latest Episode | April 25, 2025

In this episode of CAIS Live Conversations: Building with Alts, host Alex Cavalieri invites Anya Coverman, CEO of the Institute for Portfolio Alternatives (IPA), to discuss the evolving role alternative investments play in wealth management. Anya shares her views on policy advocacy, regulatory developments, and the industry innovation that is shaping access to alts for advisors. Their discussion explores how education, technology, and product innovation are shaping private markets and what the future may hold for accredited investor definitions, retirement plans, and global alternative investments.

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.