The potential to expand access to alternative investments

Episode 156

Episode Notes

Bruce and Jeff are joined by Abby Salameh, chief marketing officer and managing director of CAIS IQ, to talk about the appetite for and access to alternative investments. 

Guest Bio:

Abby Salameh is the Chief Marketing Officer and Managing Director of CAIS IQ. She leads the firm’s brand and media strategy, corporate communications, channel marketing, and the CAIS IQ business unit. Abby has more than 20 years of experience in the independent wealth ecosystem.  

Before joining CAIS, she served as CMO at Hightower and Private Advisor Group. She has also previously held leadership positions at Fusion Advisor Network and was Head of Marketing for Institutional Services at TD Ameritrade and TD Waterhouse Institutional Services. She holds a BA in Finance from Hofstra University and an MBA from the NYU Stern School of Business. 

This episode is sponsored by Schwab Asset Management.

Schwab Asset Management is proud to sponsor the InvestmentNews Podcast. In today’s complex world, Schwab Asset Management provides a simple, straightforward approach to investing. As one of the largest and most experienced asset managers, they offer low-cost core ETFs for building the foundation of a diversified portfolio. Their focused lineup, which includes market cap index and strategic beta ETFs, is a reflection of a commitment to deliver exceptional experiences to investors and the financial professionals who serve them. Learn more at schwabassetmanagement.com/etfs.That’s schwabassetmanagement.com/etfs.

Recent episodes
  • Episode 212
  • Aug 04, 2026

Stop building for someone else: A guide to enterprise value

Learn how independent advisors can move beyond income and build a wealth management practice worth owning

Stop building for someone else: A guide to enterprise value
  • Episode 211
  • Jul 30, 2026

What’s new with FINRA enforcement?

Bruce chats with veteran industry attorney Brian Rubin of Eversheds Sutherland about potential changes in the enforcement process FINRA uses to regulate broker-dealers.

What’s new with FINRA enforcement?
  • Episode 210
  • Jul 17, 2026

The AI pendulum, creating confidence, and the beautiful game – with Osaic’s Shannon Reid

Osaic President and Head of Advisor Growth and Engagement Shannon Reid discusses the AI revolution, creating client confidence, her recent move from Raymond James, and her love of soccer with InvestmentNews’ Managing Editor James Rogers.

The AI pendulum, creating confidence, and the beautiful game – with Osaic’s Shannon Reid
  • Episode 209
  • Jul 10, 2026

All things alts – alternative investments – with Morningstar’s Jason Kephart

Bruce this week chats with Jason Kephart, Morningstar analyst and former InvestmentNews reporter, about the state of the alternative investment industry, including new developments at the fund tracker.

All things alts – alternative investments – with Morningstar’s Jason Kephart