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.

“Inside the Mind of a CIO: Brandon Grimm on Investing Beyond the Traditional”

Latest Episode | July 17, 2025

In this episode of CAIS Live Conversations: Building with Alts, Alex Cavalieri sits down with Brandon Grimm, CIO and Partner at Gilbert & Cook, Inc. Brandon shares his journey from actuarial science to wealth management, the evolution of his firm, and how he’s reshaping his focus on private markets. From debunking liquidity myths to aligning portfolios with client values, Brandon dives into what it really means to help clients live a life of abundance. Plus, get a glimpse into how one Ironman finisher balances investing discipline with personal passion.

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.