CAIS

Happy Thanksgiving from CAIS. We continue to be thankful for team CAIS and for the opportunity to serve as champions of the independent financial advisor. Wishing all a safe and healthy holiday with friends and loved ones.

ICYMI: CAIS Founder and CEO, Matt Brown, recently shared our platform's role in streamlining the investment process and the importance of education in advisor empowerment. Listen to the discussion here: https://lnkd.in/e5xPEcVR #fintech #privateequity #investing

We recently launched a new Structured Investments Lifecycle Management Tool to help advisors:? ?? Easily track upcoming call and maturity events within your portfolios? ?? Simply customize the desired timeframe for tracking events in a calendar view? ?? Quickly filter and analyze the allocations for each product? To learn more about our all-in-one, configurable calendar view, be sure to check out our latest release notes: https://lnkd.in/eE-YA3gT #fintech #investing #structurednotes

Finding the right mix of investment vehicles is a challenge every financial advisor faces. At the 2024 CAIS Summit, Jenny Johnson, President & CEO of Franklin Templeton, shared her views on how private and traditional investments can be complementary to each other. Want to learn more about CAIS events? Visit https://lnkd.in/dZg6haRE #CAISSummit #investing #alternatives

CAIS is excited to announce its expanded relationship with Lexington Partners, one of the world’s largest and most experienced managers of secondary private equity and co-investment funds. Lexington has been at the forefront of private equity innovation, helping to pioneer the development of the secondary market for private investment fund interests 34 years ago. Hear from Taylor Robinson, Partner on the Secondary Investments team at Lexington Partners, to learn more about Lexington’s deep experience. #alternatives #financialadvisors #assetmanagers

We had an amazing time hosting over 60 Northwestern Mutual advisors and alternative asset managers in Park City, UT, for an impactful CAIS Live event! Attendees enjoyed two full days of education and networking, diving deep into sessions focused on alternative investments and strategies for enhancing client portfolios. A huge thank you to our speakers, moderators, and everyone who joined us for this incredible event—your contributions made it a tremendous success! #CAISLive #financialadvisors #assetmanagers

We look forward to seeing you at IMPACT? 2024! Warren Seubel will speak on Thursday, November 21 from 10:30-11:00 am PT at Showcase Stage B on how firms can leverage CAIS technology to bring all of their alt funds onto one platform, regardless of source. Be sure to connect with Michelle Browning, Brendan Cuddihy, Tyler VanZandt, CFA, and Chris Zuczek while in San Francisco, and visit us at booth 1421 in The Exchange to experience live demos of the CAIS platform in action. #SchwabIMPACT

We’re rolling out a suite of trade enhancements, designed to help you and your teams transact faster and create your accounts more flexibly. What’s in store? With the latest enhancements, advisors can: ?? Leverage a more intuitive, step-by-step transaction process and user interface ?? Find efficiencies by reducing repetitive tasks ?? Gain more flexibility by creating accounts all along the pre-trade journey Learn how we are continuously optimizing the trade experience for financial advisors, and get details on other enhancements to the CAIS platform in this quarter’s release notes. Get them here: https://lnkd.in/eZwSnRZY #fintech #investing #wealthmanagement

Private real estate can play a role in a well-rounded investment portfolio, offering various potential benefits—from income generation and capital appreciation to diversification, inflation hedging, and more. What drives your decision to include real estate in your clients' portfolios? Share your insights in our poll below! #QuestionoftheWeek

ICYMI: CAIS is excited to announce CAIS Advisors, a registered investment advisor that expects to provide investment advisory services to private funds, registered investment companies, and customized alternative investment model portfolios. CAIS Advisors’ anticipated suite of multi-manager private and registered funds anticipates spanning major alternative asset classes and select thematic offerings. Hear from Neil Blundell, Chief Investment Officer of CAIS Advisors, to learn more. #alternatives #wealthmanagement #financialadvisors