CAIS Live Conversations, Building With Alts

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)

Creators and Guests

Host
Alex Cavalieri
Head of Marketing, CAIS
Guest
Nic Reisenbichler
Manager of Investment Products, Baird

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.