Capital Allocators – Inside the Institutional Investment Industry

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

Oct 11, 2021

In this engaging discussion, Matt Brown, Founder and CEO of CAIS, sheds light on the transformative impact of technology in democratizing alternative investments. He reflects on his unique journey from financial advisor to entrepreneur, emphasizing the need for effective communication over mere technical skills. The conversation highlights the shift toward alternative assets and the evolution of the wealth management landscape, alongside insights on leadership and creating a strong company culture. Matt also shares valuable lessons on missed opportunities and the power of empathy in business.

45:45

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Episode guests

Matt Brown

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Episode notes

Intro

4min

Democratizing Finance: A Journey in Alternative Investments

14min

Evolving Wealth Management: The Rise of Alternatives

13min

Evolving Trends in Wealth Management and Regulation

2min

The Shift to Alternative Investments and Lessons in Leadership

4min

Strategic Growth in Financial Services

9min

Lessons from Missed Opportunities and Artistic Influences

2min

The Power of Empathy and Understanding Stories

2min

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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