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 | February 3, 2026
Jenny Johnson, CEO of Franklin Templeton, joins host Brad Walker on CAIS Live Conversations: Building With Alts to share her perspective on leading one of the world’s largest asset managers through transformation. Johnson reflects on Franklin Templeton’s client-first culture, its expansion into private markets, and how she sees innovation in AI, tokenization, and infrastructure reshaping the industry. She discusses the growing role of private wealth, the importance of advisor education. For financial advisors and asset managers, this episode offers insight into how Franklin Templeton is balancing tradition and change while staying focused on serving its clients.
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, 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.
Company: CAIS | Position: Chief Marketing Officer
Company: CAIS | Position: Partner, Co-President
Company: CAIS Advisors | Position: Chief Investment Officer
Company: CAIS | Position: Founder, Chairman, & Chief Executive Officer