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
CAIS Live Conversations, Building With Alts