We find that where people learn, they actually transact. So if you're reaching out, learning about something, and you have an opportunity to follow through on that learning experience with a action, in this case, an investment, coupling those two are quite important. The main event may not be the necessarily ease of use of the subscription document. But there are many, many parts of the value chain hat technology has modified, enhanced or improved that they will find value in.
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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