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.
Recorded live from CAIS Summit 2025, this episode features Harvey Schwartz, CEO of Carlyle, in a candid discussion with Barron’s Editor-at-Large Andy Serwer on how private markets are reshaping access and opportunity for advisors and their clients. Schwartz describes why “alternatives” are increasingly just “capital,” and shares how wealth’s global trajectory are redefining distribution and product design. He also offers a data-driven read on the economy from Carlyle’s portfolio, reflections on risk learned across multiple market cycles, and why cultural fit matters in partnerships.
Chapter 1. Private Credit and Transparency [00:05:11]
Chapter 2. Rise of Private Capital [00:07:55]
Chapter 3. Alternatives Reframed [00:10:05]
Chapter 4. Wealth’s Global Trajectory [00:11:56]
Chapter 5. Thoughtful Expansion into Retirement [00:13:15]
Chapter 6. Risk and Resilience [00:27:26]
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.