CAIS Live Conversations, Building With Alts

Private markets education and portfolio construction anchor this CAIS Summit 2026 panel with Rob Sharps of T. Rowe Price, John Waldron of Goldman Sachs, and Glenn August of OHA. Moderated by Maneet Ahuja, the conversation looks at why interest in private markets has grown among individual investors and how each speaker thinks about building portfolios. They share their views on concentration in public equity portfolios, evergreen structures, and the trade-offs that come with illiquidity. The panel also covers recent private credit headlines, dispersion across managers, and where retirement may fit in.

Chapters

Chapter 1: Why Private Markets, and How the Collaboration Came Together (01:16)
Chapter 2: Institutional Allocations and Individual Investors (09:01)
Chapter 3: Strategy and Building Portfolios (13:13)
Chapter 4: One Year In (15:34)
Chapter 5: Investor Demand and the Education Opportunity (22:36)
Chapter 6: Concentration, Innovation, and Simplification (27:17)
Chapter 7: Liquidity, Redemption Structures, and Multi-Strategy Models (31:41)
Chapter 8: Evergreen Structures (35:14)
Chapter 9: Private Credit Headlines and Manager Dispersion (37:23)
Chapter 10: Looking Ahead: Retirement, Portfolio Construction, and Final Thoughts (42:43)

Creators and Guests

Host
Maneet Ahuja
Editor-at-Large, Forbes and Founder, Forbes
Guest
Glenn August
Founder & CEO of Oak Hill Advisors
Guest
John Waldron
President & COO, Goldman Sachs
Guest
Rob Sharps
Chair of the Board, Chief Executive Officer, T. Rowe Price

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.