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Leah Wehinger, Head of Investment Advice & Solutions at Truist Wealth, joins CAIS Live Conversations: Building With Alts to unpack how her team is scaling advisor education and access to private markets. She and host Alex Cavalieri discuss her views on integrating investment strategy with planning, supporting wealth transfer with a multi-generational lens, and designing products with client objectives in mind. From simplifying alts education to unifying advice, Leah shares how Truist is looking to reshape the wealth experience.
Chapter 1. One Firm, One Voice [05:14]
Chapter 2. Scaling Trust Without Losing the Human Touch [07:45]
Chapter 3. Why She Doesn’t Say “Alts” [11:58]
Chapter 4. Designing the Purpose-Driven Wealth Experience [18:50]
Chapter 5. What Leah Thinks Might Break the $84 Trillion Wealth Transfer [25:12]
Chapter 6. Tech That Actually Helps Advisors [33:50]
Chapter 7. When Public and Private Markets Converge [38:41]
Chapter 8. Advice for the Next Generation [43:55]
Chapter 1. One Firm, One Voice [05:14]
Chapter 2. Scaling Trust Without Losing the Human Touch [07:45]
Chapter 3. Why She Doesn’t Say “Alts” [11:58]
Chapter 4. Designing the Purpose-Driven Wealth Experience [18:50]
Chapter 5. What Leah Thinks Might Break the $84 Trillion Wealth Transfer [25:12]
Chapter 6. Tech That Actually Helps Advisors [33:50]
Chapter 7. When Public and Private Markets Converge [38:41]
Chapter 8. Advice for the Next Generation [43:55]
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.