Sep 26, 2022
Matt Brown is the CEO of CAIS, the
leading investment platform that connects independent financial
advisors with managers in alternative strategies. Matt was a
guest on the show last year discussing his path and the business,
and that conversation is replayed in the feed. Since that time,
CAIS and the broader movement of private wealth into alternatives
have accelerated rapidly. I caught up with Matt to get his
perspective on the tidal wave of capital coming into the space
ahead of CAIS’ inaugural Alternative
Investment Summit, a three-day event bringing together
senior leaders from the alternative asset
management and independent financial
advisor communities on October 17-19 in Los
Angeles.
Our conversation covers the size of the private wealth
market, key drivers of the adoption of alternatives, the
characteristics of managers and products that receive flows, advice
for those who would like to participate, and where capital is
flowing today. We then turn to CAIS’ company strategy, including
deploying a substantial capital raise, upgrading its technology,
expanding the team, and building custom solutions for advisors. We
close with Matt’s views on the future of CAIS.