Educating Through Experience: Baird’s Alts Evolution (EP. 8)

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CAIS Live Conversations, Building With Alts

CAIS

25 episodes

14 hours ago

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.

Investing

Business

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All content for CAIS Live Conversations, Building With Alts is the property of CAIS and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

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Educating Through Experience: Baird’s Alts Evolution (EP. 8)

CAIS Live Conversations, Building With Alts

24 minutes

6 months ago

Educating Through Experience: Baird’s Alts Evolution (EP. 8)

In this episode of CAIS Live Conversations: Building with Alts, Nic Reisenbichler, Manager of Investment Products at Baird joins podcast host Alex Cavalieri, Head of Marketing at CAIS for a deep dive into how Baird incorporates alternative investments in client portfolios. Together, they explore the evolution of private markets and the role of technology in facilitating transactions. Nic also discusses his preferred terminology for addressing alternative investments.

Getting to Know Nic Reisenbichler: From Advisor Support to Alts Leadership (00:00 – 03:36)

The Rise of Private Markets at Baird (03:36 – 06:17)

Why 'Private Markets' Is the Better Conversation (06:17 – 08:52)

How Technology Turned a 17-Day Process into a Streamlined Experience (10:56 – 13:01)

Looking Ahead: Curation, Growth, and the Future of Private Market Access (15:06 – 18:04)