Capital Allocators – Inside the Institutional Investment Industry

[REPLAY] Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)

5 snips
Sep 26, 2022
Matt Brown, Founder and CEO of CAIS, shares insights into democratizing alternative investments for financial advisors. He discusses the unique challenges and innovations in creating a two-sided platform that bridges advisors and asset managers. Matt highlights the importance of education and technology in transforming investor approaches post-pandemic. He also reflects on personal growth shaped by missed opportunities and the significance of supportive partnerships. With over $12 billion invested on their platform, CAIS is reshaping the landscape of wealth management.
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ANECDOTE

Accidental Advisor

  • Matt Brown's path to founding CAIS began unintentionally when a friend suggested he apply for a financial advisor role at Shearson Lehman Brothers.
  • Despite initial disinterest, he took the job and learned valuable communication skills, later recognizing that finance is about people more than numbers.
INSIGHT

CAIS Inspiration

  • Matt Brown had a "light bulb moment" after learning about JP Morgan's alternative investment platform advantage, giving clients access to top-tier alternative asset managers.
  • He realized that independent financial advisors lacked such a platform.
ANECDOTE

Building CAIS

  • Initially, Matt Brown assumed attracting asset managers would be the hardest part of building CAIS.
  • However, it proved easier than anticipated, while educating financial advisors on using the platform and alternatives posed a greater challenge.
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