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.

“Thriving in Independence With Alts”

Latest Episode | May 21, 2025

In this episode of CAIS Conversations: Building With Alts, David Copeland, Principal and Co-Founder of Strategic Wealth Partners, takes us on a journey from starting his career at a major wirehouse to independence. With over 30 years of experience, David tells the story of how alternatives became a cornerstone of his client-first approach, offering solutions that seek to reduce portfolio volatility and enhance performance. He also reflects on the challenges and rewards of breaking away, the evolution of wealth management, and why he believes alternatives are more critical than ever in today’s market.

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.