Is There a Competitive Threat to the Case Platform?

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As a platform, agan or neutral platform. So could we become a tokenization exchange? Sure. Will private funds be purchased with tokens? Potentially, how much? I don't know. We're just trying to get financial advisers to make their first alternative investment in private equity. But now i think we feel pretty comfortable when our our position is in the market. The key for the case platform is really held in two areas. On the market place side, an different from the solution side where we can accommodate others ideas. There just has to be obvious demand for the strategy. And the fund itself has to go through independentdiligence for mercer and pass that.

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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