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.
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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, Brad Walker sits down with Ted Koenig, Chairman and CEO of Monroe Capital, to discuss his path from law and hoops to founding one of the most respected names in private credit. They explore the evolution of the lower middle market, the growth of Monroe Capital, and how private credit fits into today’s investment landscape. Ted also shares his views on private credit’s role in wealth portfolios, convergence with public markets, and how Monroe is innovating product structures to meet the needs of institutional and private wealth clients alike.
Chapter 1:From Basketball Dreams to Private Credit(00:01:32 – 00:03:23)
Chapter 2:Building Monroe Capital—Culture, Discipline, and Market Focus(00:04:21 – 00:08:19)
Chapter 3:Innovating for Private Wealth—The First Private BDC(00:08:59 – 00:13:19)
Chapter 4:Private Credit Today—Stability, Growth, and Market Cycles(00:13:31 – 00:27:11)
Chapter 5:Strategic Growth and Life Beyond the Office(00:33:20 – 00:45:08)
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