Join David Bodamer, Editorial Director at WealthManagement.com, and his guest, Brad Walker, Co-President at CAIS, as they delve into the transformative landscape of alternative investments.
Discover why independent wealth managers and RIAs are increasingly incorporating alts into client portfolios and the innovative trends making this possible.
Highlights from this episode include:
The growth and evolution of the CAIS platform [00:00:37]
Shifts in advisor strategies towards diversifying alternative investments [00:03:18]
The importance of technology in streamlining alt investments and management [00:12:55]
How CAIS is making alternative investments accessible to a broader advisor base [00:23:40]
Resource:
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About Our Guest:
Brad Walker is Co-President of CAIS, where he drives the firm’s client experience and growth initiatives, ensuring independent financial advisors have the access, education, and innovation they need to adapt to the evolving world of alternative investments. He is committed to transforming how the independent wealth ecosystem engages with alternatives, helping advisors deliver greater value to their clients. Under his leadership, CAIS continues to enhance its platform, deepen industry partnerships, and set new standards for access, efficiency, and transparency in the space. A member of both the Executive Committee and Operating Committee, Brad plays a central role in shaping CAIS’s vision, growth, and impact on the independent wealth ecosystem.