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How are advisors navigating market volatility, macro shifts, and inflation uncertainty? In this episode, KKR’s Paula Campbell Roberts and CAIS’ Neil Blundell join host Alex Cavalieri to explore how private markets, especially infrastructure and private credit, can contribute to portfolio resilience. From risk factor integration to evergreen structures and strategic asset allocation, hear how firms are helping advisors move from theory to implementation in today’s evolving landscape.
Chapter 1 (00:00 – 05:30) — Setting the Macro Stage
Chapter 2 (05:31 – 13:45) — Beyond 60/40: Building Resilient Portfolios
Chapter 3 (13:46 – 22:30) — Archetypes & Outcomes: Rethinking Portfolio Design
Chapter 4 (22:31 – 34:00) — Products, Structures & Manager Selection
Chapter 5 (34:01 – 43:45) — Looking Ahead: Trends, Tools, and Advisor Education
Chapter 1 (00:00 – 05:30) — Setting the Macro Stage
Chapter 2 (05:31 – 13:45) — Beyond 60/40: Building Resilient Portfolios
Chapter 3 (13:46 – 22:30) — Archetypes & Outcomes: Rethinking Portfolio Design
Chapter 4 (22:31 – 34:00) — Products, Structures & Manager Selection
Chapter 5 (34:01 – 43:45) — Looking Ahead: Trends, Tools, and Advisor Education
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.