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In this episode of CAIS Live Conversations: Building with Alts, host Alex Cavalieri invites Anya Coverman, CEO of the Institute for Portfolio Alternatives (IPA), to discuss the evolving role alternative investments play in wealth management. Anya shares her views on policy advocacy, regulatory developments, and the industry innovation that is shaping access to alts for advisors. Their discussion explores how education, technology, and product innovation are shaping private markets and what the future may hold for accredited investor definitions, retirement plans, and global alternative investments.
(00:00) Introduction & Guest Welcome
(01:18) Anya’s Journey to Leading IPA
(04:06) The Evolving Mission of IPA
(07:06) Expanding Access to Alternatives
(10:13) Regulatory Policy & Accredited Investor Status
(17:03) Wealth Transfer & Retirement Modernization
(21:19) Innovation in Products & Partnerships
(26:15) From “Why Alts” to “How” – Advisor Education
(00:00) Introduction & Guest Welcome
(01:18) Anya’s Journey to Leading IPA
(04:06) The Evolving Mission of IPA
(07:06) Expanding Access to Alternatives
(10:13) Regulatory Policy & Accredited Investor Status
(17:03) Wealth Transfer & Retirement Modernization
(21:19) Innovation in Products & Partnerships
(26:15) From “Why Alts” to “How” – Advisor Education
Creators and Guests
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.