The r ia channel, in the regional and broker dealer channel, has been just booming. More r ias are developing their consolidation the space. Wire house advisers, like the j p morgan example i gave you, many are leaving and building their own r i a. The next level here that we're seeing is somewhat of theof displacement of what we would call traditional active management. Many believe that alternative investments are really the new active an delivering the alpha that the adviser and therefore ther end client really want.
Matt Brown is the Founder CEO of CAIS, a leading alternative investment platform on which thousands of financial advisors have invested over $12 billion in alternatives across private equity, private credit, hedge funds, and real estate. Our conversation covers Matt’s background as both a financial advisor and distributor of alternatives that collectively led to the idea behind CAIS. We discuss the development of a two-sided platform, structural features for both financial advisors and managers, and challenges along the way. We then turn to the wave of capital coming from this community and what it means for investors. Lastly, we discuss Matt’s perspective on leadership and the future of CAIS.
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