Aaron Hodari, Schechter’s Chief Investment Officer, talks to host Alex Cavalieri, Head of Marketing at CAIS, about the importance of alternative investments education. The firm focuses on alternative investments education as soon as the client relationship starts. “They wanted to work with us because they knew that was going to be part of their experience,” Aaron says.

(00:00) Introduction and Host Welcome

(00:27) Aaron Hodari’s Journey to Schechter

(02:51) Schechter: From a Life Insurance Advisory to a $3.6 billion RIA

(06:58) The Role of Innovation and Technology in Scaling Wealth Management

(08:25) Alternatives in Wealth Management

(10:08) Schechter’s Client Experience Pillars

(13:29) Product Innovation and the Democratization of Alts

(15:29) Balancing Registered and Traditional Drawdown Funds

(18:10) Aaron Hodari’s Vision for Schechter’s Future

(21:59) Aaron Hodari’s Personal Recommendations and Closing Thoughts

Alts Are Core to What We Do (EP. 3)