There are many, there are many platforms that are fighting for the loyalty or the eyeballs of financial advisers. One natural adjacency will come in the community of firms that are currently working with financial advisers and are doing well. It's accelerating growth through like minded platforms. Second area is that technology is moving at light speed. Nd there's no reason why we shouldn't be acquirers of other businesses in technology.
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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