CAIS Live Conversations, Building With Alts

Recorded at CAIS Live | Leaders in Wealth, CAIS Co-President Brad Walker sits down with Randy Schwimmer, Vice Chairman and Chief Investment Strategist at Churchill Asset Management, a Nuveen affiliate. Randy shares his view on why he believes the core middle market may be one of the most overlooked corners of the private market and why the current wave of headline risk, from tariffs to rate uncertainty, could reinforce that case. They also discuss Churchill’s origination model, the education gap between institutional and private wealth investors, what Randy believes is driving redemption pressure across the industry, and why he sees illiquidity as a feature, not a flaw.

Chapters 
  1. A Career Built in the Middle Market (00:02:54)
  2. Churchill's Role Inside Nuveen (00:06:33) 
  3. Bridging the Gap to Private Wealth (00:12:26) 
  4. Headline Risk and the "Gift of the Month Club" (00:15:02) 
  5. Seeing Through the Macro Noise (00:18:30) 
  6. What Private Markets May Solve for in Portfolios (00:27:58) 
  7. Redemption Pressure and the Liquidity Question (00:31:57) 
  8. Hardest Lesson in 30 Years of Credit (00:40:21) 
  9. NAV Marks and Transparency (00:48:07) 
  10. The OG of Private Credit (00:50:20) 

Creators and Guests

Host
Brad Walker
Co-President
Guest
Randy Schwimmer
Vice Chairman and Chief Investment Strategist at Churchill Asset Management

What is CAIS Live Conversations, Building With Alts ?

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.