CAIS Live Conversations, Building With Alts | The New Playbook for Alternatives: A Conversation with Harvey Schwartz (EP.25)

Recorded live from CAIS Summit 2025, this episode features Harvey Schwartz, CEO of Carlyle, in a candid discussion with Barron’s Editor-at-Large Andy Serwer on how private markets are reshaping access and opportunity for advisors and their clients. Schwartz describes why “alternatives” are increasingly just “capital,” and shares how wealth’s global trajectory are redefining distribution and product design. He also offers a data-driven read on the economy from Carlyle’s portfolio, reflections on risk learned across multiple market cycles, and why cultural fit matters in partnerships.

Chapter 1.  Private Credit and Transparency [00:05:11]
Chapter 2. Rise of Private Capital [00:07:55]
Chapter 3. Alternatives Reframed [00:10:05]
Chapter 4. Wealth’s Global Trajectory [00:11:56]
Chapter 5. Thoughtful Expansion into Retirement [00:13:15]
Chapter 6. Risk and Resilience [00:27:26]

Creators and Guests

Guest

Andy Serwer

Barron’s Editor-at-Large

Guest

Harvey Schwartz

CEO of Carlyle

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.