The s c is gradually coming towards being a little more flexible on private fund allocation and registered fund allocation for alternatives. The ultimate beneficiary of all this ted is actually the end investor, individuals that need to build wealth. Wealth is how you pay your bills and send your kids to school and safety for future generations. And if you can give more tools to the adviser or to the individual to be able to do that,. That rising tide benefits everybody.
Matt Brown is the CEO of CAIS, the leading investment platform that connects independent financial advisors with managers in alternative strategies. Matt was a guest on the show last year discussing his path and the business, and that conversation is replayed in the feed. Since that time, CAIS and the broader movement of private wealth into alternatives have accelerated rapidly. I caught up with Matt to get his perspective on the tidal wave of capital coming into the space ahead of CAIS’ inaugural Alternative Investment Summit, a three-day event bringing together senior leaders from the alternative asset management and independent financial advisor communities on October 17-19 in Los Angeles. Our conversation covers the size of the private wealth market, key drivers of the adoption of alternatives, the characteristics of managers and products that receive flows, advice for those who would like to participate, and where capital is flowing today. We then turn to CAIS’ company strategy, including deploying a substantial capital raise, upgrading its technology, expanding the team, and building custom solutions for advisors. We close with Matt’s views on the future of CAIS.
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