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Model portfolios, private markets, and portfolio constructions are converging, and financial advisors may be rethinking how they build and scale portfolios. Sam Miller, who leads investments and research at Signature Estate & Investment Advisors (SEIA), joins host Alex Cavalieri to discuss his objectives-first approach to incorporating alternatives into model portfolios. He also shares the questions he believes advisors should ask before allocating to private markets and how his team uses AI to work faster while keeping decision-making in human hands.
Chapter 1: Welcome and Sam's Path to Portfolio Construction [00:00]
Chapter 2: How Portfolio Construction Has Evolved [04:30]
Chapter 3: Models, Misconceptions, and Building Around Client Objectives [08:23]
Chapter 4: Private Markets at Scale and Where Execution Breaks Down [13:22]
Chapter 5: AI, Industry Evolution, and What a Platform Should Deliver [17:22]
Chapter 1: Welcome and Sam's Path to Portfolio Construction [00:00]
Chapter 2: How Portfolio Construction Has Evolved [04:30]
Chapter 3: Models, Misconceptions, and Building Around Client Objectives [08:23]
Chapter 4: Private Markets at Scale and Where Execution Breaks Down [13:22]
Chapter 5: AI, Industry Evolution, and What a Platform Should Deliver [17:22]
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.