CAIS Live Conversations, Building With Alts

Pam Perskie, CEO and Founder of Seven Mile Advisory, joins host Alex Cavalieri for a compelling conversation on the evolution of wealth, trust, and the modern advisor-client relationship. With over 20 years of experience in the multifamily office space, Pam shares how she built a firm centered on serving families with unique complexities—where personalization, not just portfolio performance, is the true north. 

In this episode, Pam breaks down how Seven Mile Advisory is rethinking what it means to be a family office—leveraging technology, integrating with best-in-class platforms like CAIS, and helping clients gain access to institutional-quality alternatives across private credit, real estate, and more.

Chapters:  
1. Founding with Purpose (00:01:22 – 00:03:15) 
2. Personalization Over Standardization (00:03:15 – 00:07:01)
3. Rethinking Access to Alternatives (00:08:08 – 00:11:10)
4. Trust as a Differentiator (00:16:57 – 00:18:58) 

Creators and Guests

Host
Alex Cavalieri
Head of Marketing, CAIS
Guest
Pam Perskie
Founder and CEO, Seven Mile Advisory

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.