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 at CAIS Live, this episode features David Breach, President of Vista Equity Partners, in conversation with CAIS Co-President Brad Walker. David reflects on a nontraditional path, from food salesman at 19 to Michigan Law to his current role as part of a $100 billion private equity firm, and what he believes each chapter taught him. He shares Vista’s founding operating thesis, some of the hardest lessons learned across 90 portfolio companies, and his perspective on where enterprise software stands today. From factory floors to DoorDash drivers, he uses vivid analogies throughout to cut through the noise around generative AI and what it actually means for the industry.
Chapters
Chapter 1: From Food Salesman to Firm President (00:02:18)
Chapter 2: What Sales Taught Him About Investing (00:04:08)
Chapter 3: Vista’s Founding Thesis, 26 Years Later (00:05:38)
Chapter 4: The Hardest Lesson: Management Matters Most (00:09:56)
Chapter 5: Reading the SaaS Selloff (00:12:35)
Chapter 6: The Factory Floor and the Agentic Shift (00:17:52)
Chapter 7: AI Is Going to Eat Services, Not Software (00:21:15)
Chapter 8: The Rule of 60 (00:27:41)
Chapter 9: The Inference Cost Problem (00:35:23)
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.