CAIS Live Conversations, Building With Alts | Inside the Mind of a CIO: Brandon Grimm on Investing Beyond the Traditional (EP. 16)

In this episode of CAIS Live Conversations: Building with Alts, Alex Cavalieri sits down with Brandon Grimm, CIO and Partner at Gilbert & Cook, Inc. Brandon shares his journey from actuarial science to wealth management, the evolution of his firm, and how he’s reshaping  his focus on private markets. From debunking liquidity myths to aligning portfolios with client values, Brandon dives into what it really means to help clients live a life of abundance. Plus, get a glimpse into how one Ironman finisher balances investing discipline with personal passion. 

Chapter 1 (00:00 – 05:49) — From Actuarial Science to Wealth Management: Brandon’s Journey
Chapter 2 (05:50 – 13:46) — The Role of CIO: Team Building, Client Trust & the Abundance Mindset
Chapter 3 (13:47 – 22:17) — Private Markets, Client Education & Portfolio Evolution
Chapter 4 (22:18 – 28:22) — Liquidity, Planning, and the Shift Toward Alternatives
Chapter 5 (28:23 – End ~37:58) — Future Trends, Advisor Growth, and Personal Resilience

Creators and Guests

Host

Alex Cavalieri

Head of Marketing, CAIS

Guest

Brandon Grimm

CIO and Partner at Gilbert & Cook, Inc.

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.