What's the Number One Investment in Case?

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What really fires me up are the people that have have joined case. That's an investment in some one. How we performers of business impacts them inpacts their families. What do you think your biggest blind spots are? Well, this is a fast moving market. We're embracing it wer spending time and resources on it. So if the tide does turn, we're ready for it. This is te land grab, but it's not only a land grab. The land is changing at the same time. It could also be a great opportunity - just how you approach it.

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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