As more and more money continues to come in, it's had a big impact. There are many well known institutional alternative asset managers who have reoriented their entire businesses around the wealth channel. The main event is capturing the hearts and minds of the financial adviser to stop doing business the old fashioned way. And certan assa managers are making great strides to day along this path.
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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