Capital Allocators – Inside the Institutional Investment Industry Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
Sep 26, 2022
Matt Brown, CEO of CAIS and a key figure in alternative investment strategies, discusses the booming shift of private wealth towards alternatives. He highlights a potential $10 trillion shift driven by technology and diversification needs. Brown also emphasizes modern educational approaches for financial advisors, making alternative investments more accessible. He shares insights on evolving hedge fund strategies, the importance of trust, and CAIS’s plans for innovation and team expansion in the rapidly changing financial landscape.
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Wealth Management Growth and Alternatives
- The US wealth management market, advising on $40 trillion, is poised for growth, reaching $60 trillion by 2030.
- Despite this, alternative investment allocations remain below 5%, presenting a significant reallocation opportunity.
Educating Advisors on Alternatives
- Don't educate advisors with long white papers.
- Create personalized, concise content like news digests, focusing on key facts and deeper dives.
Alternative Investment Products for Wealth Management
- Two main avenues exist for alternative investments in wealth management: using existing institutional products and designing new ones for accredited investors.
- These often feature lower minimums and evergreen structures.