CAIS Live Conversations, Building With Alts
CAIS Live Conversations, Building With Alts
Podcast Description
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.
Podcast Insights
Content Themes
The podcast thoroughly explores alternative investments, including topics like the rise of registered funds, the integration of AI in investment practices, and overcoming implementation challenges, with example episodes such as discussions surrounding the 2025 CAIS-Mercer survey results and the significance of education in alternative investments for client relationships.
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.
In this episode of CAIS Live Conversations: Building With Alts, recorded live at CAIS Summit 2025, Alex Cavalieri sits down with Jen Prosek, Founder and Managing Director of Prosek Partners, to explore how brand, reputation, and communication have become important drivers of growth in private markets. They chat through why private market firms can no longer operate quietly, how the wealth channel is changing expectations, and what advisors and asset managers should know about visibility and trust.
Chapter 1: An Accidental Entrepreneur [00:01:49]
Jen shares how an unexpected career path led her into building a communications firm focused on financial services and private markets.
Chapter 2: When Defense Stops Working [00:03:52]
Why the financial crisis forced firms to rethink silence-first communications—and what changed after.
Chapter 3: Why Wealth Is the Biggest Tailwind [00:08:53]
How private market firms began realizing brand matters once wealth entered the picture.
Chapter 4: Institutional vs. Wealth Marketing [00:13:45]
Why reaching advisors requires a fundamentally different approach.
Chapter 5: Nailing the Narrative [00:16:36]
Jen explains why simple, differentiated messaging beats complexity in private markets.
Chapter 6: AI and Reputation Management [00:20:32]
How AI is reshaping perception, trust, and the future of reputation for firms and leaders.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.