CAIS Live Conversations, Building With Alts

Alternative investments, private markets, and wealth management are converging, and financial advisors need infrastructure that can keep up. Matt Matrisian, President of Signature Estate & Investment Advisors (SEIA) joins host Alex Cavalieri on CAIS Live Conversations: Building With Alts to share his perspective on scaling a firm while maintaining a personal, advisor-first approach.  

Matt discusses SEIA’s team-based advisor model, the firm’s investment in a centralized data lake and AI-powered tools, and how he approaches M&A without disrupting culture. He also weighs in on the shift to private markets, why he believes advisor education may be the industry’s most pressing need, and the growth mindset that he sees separating the firms that scale from those that stall. 

Chapter 1: Welcome and Introduction (01:19)
Chapter 2: A Career Built Across Wealth Management (02:03)
Chapter 3: Scaling a Turnkey Asset Management Platform (07:34)
Chapter 4: Maintaining the Personal Touch (10:02)
Chapter 5: Expanding Advisor Capabilities and Reach (12:57)
Chapter 6: M&A Strategy and Cultural Alignment (18:10)
Chapter 7: Building an AI-Powered Advisor Platform (21:34)
Chapter 8: Data Integrity and Choosing the Right Partners (33:40)
Chapter 9: Private Markets, Private Credit, and the Advisor Education Gap (37:02)
Chapter 10: Growth Mindset and Advice for the Next Generation (41:51)

Creators and Guests

Host
Alex Cavalieri
Head of Marketing, CAIS
Guest
Matt Matrisian
President of Signature Estate & Investment Advisors (SEIA)

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.