During the pandemic, it seems to be very much where we are. That the trends of the growth of independent wealth management and the desire of alternative ascet managers to get into wealth management is strong. And all three, then you overlay the regulatory environment, where the c c is looking at ways to even improve democratization of financial products. They don't want the wild west. They want a environment where all investors have an equal opportunity to succeed. The thesis there being, just because you're wealthy doesn't mean you're smart. You can be quite smart and choose a different path in life, and be very capable of investing in a real estate fund or a private equity fund.
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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