Inside the Mind of a CIO: Brandon Grimm on Investing Beyond the Traditional (EP. 16)

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