Financial Advisers - What's the Difference?

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Financial adviser education is an important part of getting them to come on the platform. We've spent a tremendous amount of time and money to build a state of the art education platform that delivers content very similar to how we digest news. What we're doing is arming you with the informtion you need to implement alts, understand them and speak to your client about them. But we're doing in a way that's very common sense.We're not trying to replicate a one point o learning environment, read the book, take the test. That's not going to work. It's a very modern approach of you probably have three minutes to get up to speed on something. Let us give you

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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