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.
Structured ETFs are shaping how financial advisors access yield-oriented strategies. In this episode of CAIS Live Conversations, Brad Walker sits down with Scott Acheychek, COO of REX Shares, and Marc Premselaar, Head of CAIS Capital Markets, on site at CAIS Live | Capital Markets.
They get into how structured ETFs are evolving, what makes them different from traditional vehicles, and how product design, distribution, and education may shape adoption for wealth investors. Scott shares the origin story behind REX’s innovation mindset, while Marc discusses how capital markets execution may impact advisor outcomes.
For financial advisors navigating product innovation and market structure, this conversation may offer practical insight into how structured ETFs could fit within modern portfolio construction.
Chapters
- What Is REX Shares? Innovation in ETFs (00:02:52)
- ETF Market Growth & Advisor Flows (00:05:00)
- The Evolution of Structured Investments (00:06:02)
- The CAIS & REX Collaboration: ACTL Autocallable Income ETF (00:11:59)
- Portfolio Construction: Where ACTL May Fit (00:15:37)
- Covered Call ETFs, Alternative Income & Defined Outcome Strategies (00:17:18)
- Market Outlook: Volatility, Geopolitics & Positioning (00:21:35)
- The Future of Structured ETFs & Defined Income (00:26:35)
- Advisor Education & Structured Notes (00:29:52)
- 10. Career Advice: Relationships & Mean Reversion (00:34:10)
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