Capital Allocators – Inside the Institutional Investment Industry

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

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.

45:37

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Episode guests

Matt Brown

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Episode notes

Intro

4min

Empowering Advisors: A New Investment Platform

11min

The Rise of RIAs and Alternative Investments

4min

Innovating Financial Advising through Technology and Learning

9min

Navigating Wealth Management in a Post-Pandemic World

11min

Balancing Criticism and Collaboration in Business

3min

Reflections on Missed Opportunities and Life Lessons

3min

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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