Tag: portfolio diversification
CAIS’s Brad Walker on Making Alternative Investments Accessible

CAIS’s Brad Walker on Making Alternative Investments Accessible

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Join David Bodamer, Editorial Director at WealthManagement.com, and his guest, Brad Walker, Co-President at CAIS, as they delve into the transformative landscape of alternative investments. 

Discover why independent wealth managers and RIAs are increasingly incorporating alts into client portfolios and the innovative trends making this possible.

Highlights from this episode include:

  • The growth and evolution of the CAIS platform [00:00:37]
  • Shifts in advisor strategies towards diversifying alternative investments [00:03:18]
  • The importance of technology in streamlining alt investments and management [00:12:55]
  • How CAIS is making alternative investments accessible to a broader advisor base [00:23:40]
  • And more

Resource:

Connect With David Bodamer:

Connect With Brad Walker:

About Our Guest:

Brad Walker is Co-President of CAIS, where he drives the firm’s client experience and growth initiatives, ensuring independent financial advisors have the access, education, and innovation they need to adapt to the evolving world of alternative investments. He is committed to transforming how the independent wealth ecosystem engages with alternatives, helping advisors deliver greater value to their clients. Under his leadership, CAIS continues to enhance its platform, deepen industry partnerships, and set new standards for access, efficiency, and transparency in the space. A member of both the Executive Committee and Operating Committee, Brad plays a central role in shaping CAIS’s vision, growth, and impact on the independent wealth ecosystem.
Wealth Management Invest: Brookfield’s David Levi on HNW Investors’ Views on Alternatives

Wealth Management Invest: Brookfield’s David Levi on HNW Investors’ Views on Alternatives

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WealthManagement.com’s David Bodamer delves into the recent research published by Brookfield Oaktree Wealth Solutions with David Levi, managing partner and CEO of Brookfield’s Global Client Group. During their conversation, they discuss Brookfield’s strategic focus on making institutional-quality assets accessible to a broader investor base.

David shares:

  • Takeaways from Brookfield’s recent research on the use of alternatives within the wealth channel 
  • How advisors can effectively introduce alternatives to their clients and how having alternatives in their toolkit is valuable for practice management
  • Different investor profiles and their use of alternative assets 
  • Brookfield’s approach to providing access to diversified asset types and product structures 
  • And more

Connect With David Bodamer:

Connect With David Levi and Brookfield:

About Our Guest:

David Levi is a Managing Partner and Chief Executive Officer of Brookfield’s Global Client Group. In this role, he is responsible for Brookfield’s client relationships across the organization, including the expansion of fund offerings, client solutions and servicing its large and growing institutional and private wealth client base. Prior to this, Mr. Levi was a Managing Partner and CEO of Brookfield Oaktree Wealth Solutions, which is responsible for Brookfield and Oaktree’s relationships with private wealth clients globally.
Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar

Wealth Management INVEST: Private Market Insights with Blackstone’s Joan Solotar

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David Bodamer sits down with Joan Solotar, Global Head of Private Wealth Solutions at Blackstone, to explore the evolution of private market investments and how financial advisors can leverage these opportunities to enhance their clients’ portfolios. Joan discusses how technology and innovation are reshaping investment processes, making it easier for a broader range of investors to participate in private markets.

Gain insight as David and Joan touch on:

  • The increasing accessibility of private investments to individuals with lower investible assets
  • The role of education in helping advisors effectively utilize private market solutions
  • How technology is streamlining the investment process for advisors and investors
  • Insights into portfolio construction using private equity, credit, and real estate
  • And more

Connect With David Bodamer:

Connect With Joan Solotar:

About Our Guest:

Joan Solotar is the Global Head of Private Wealth Solutions. She serves on the firm’s Management Committee. Blackstone’s Private Wealth Solutions’ mission is to bring institutional quality products across a broad spectrum of alternative asset classes to high-net-worth clients and their advisors. Ms. Solotar also serves on the board of directors of First Eagle Investment Management.

Before joining Blackstone in 2007, Ms. Solotar was Head of Equity Research at Bank of America Securities and a highly ranked Institutional Investor All-Star financial services analyst at Credit Suisse and Donaldson, Lufkin & Jenrette.