CAIS Live Conversations, Building With Alts

Jon Diorio, Head of Alternatives for US Wealth, BlackRock, joins CAIS Co-President Brad Walker on CAIS Live Conversations: Building With Alts to discuss how he sees alternative investments reshaping wealth management for financial advisors. Jon shares how BlackRock is building its private markets platform across private equity, private credit, and infrastructure. He gets into why he thinks model portfolios may help advisors. They also explore the macro landscape, liquidity , and Jon’s views on why education remains key.


Chapters 
  1. The Shift from Brokerage to Advisory (01:38)
  2. Leading Product and Alternatives at BlackRock (06:11) 
  3. BlackRock’s Private Market Platform: GIPS, GPS, and Preqin (08:26) 
  4. Closing the Adoption Gap in Alternative Investments (11:48) 
  5. Model Portfolios and the Convergence of Public & Private Markets (14:39) 
  6. The Client Conversation: Access, Opportunity, and Private Credit (19:00) 
  7. Navigating the 2026 Macro Landscape (23:30) 
  8. Hedge Funds, AI-Driven Investing, and M&A Opportunities (27:13) 
  9. Sequencing Private Markets for High-Net-Worth Portfolios (29:37) 
  10. Liquidity as a Feature in Private Markets (32:34) 
  11. Words of Wisdom: Show Up, Say Yes, and Be a Life Coach (36:39) 

Creators and Guests

Host
Brad Walker
Co-President
Guest
Jon Diorio
Head of Alternatives for US Wealth at BlackRock

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.