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CAIS Live Conversations, Building With Alts

CAIS Live Conversations, Building With Alts

CAIS
Veröffentlicht: 2026-04-29
© 2025 Capital Integration Systems LLC
CAIS Live Conversations, Building With Alts - QR Code
GratisNeu
39 Folgen
Audio
Anhören auf Apple Podcasts
GratisNeu
39 Folgen
Audio
Anhören auf Apple Podcasts
Veröffentlicht: 2026-04-29
© 2025 Capital Integration Systems LLC
Aktuelle Folge
From Intel to Independence: Jerry Verseput on Correlation, Customization, & Structured Notes (38)

From Intel to Independence: Jerry Verseput on Correlation, Customization, & Structured Notes (38)

Structured notes, portfolio customization, and rethinking what diversification really means—Jerry Verseput, founder of Veripax (now part of HUB International), brings an engineer’s perspective to wealth management. On this episode of CAIS Live Conve
Länge: 49:32
Abspielen
Structured notes, portfolio customization, and rethinking what diversification really means—Jerry Verseput, founder of Veripax (now part of HUB International), brings an engineer’s perspective to wealth management. On this episode of CAIS Live Conversations: Building With Alts, Jerry sits down with CAIS CMO Alex Cavalieri to share how the Great Financial Crisis reshaped his approach to portfolio construction, his views on traditional asset class diversification as “different colors of M&Ms,” and how structured notes may help advisors target outcomes rather than chase benchmarks. They also discuss the realities of building and eventually selling an independent RIA, navigating liquidity conversations, and what Jerry sees ahead for the wealth management industry.
Folgen-ID: 1000764361124
GUID: a0420c75-9d78-4fc9-9e80-c0f307909e7f
Erscheinungs­datum: 29.4.2026, 12:00:00

Beschreibung

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.

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https://feeds.transistor.fm/cais-live-conversations-building-with-alts

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