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From Napkin to Unicorn: Matt Brown on Building CAIS, Industry Trends, and the Future of Alts & Wealth

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In this special CAIS Live Conversations episode, host Alex Cavalieri sits down with Matt Brown, Founder and CEO of CAIS, for a fireside chat recorded live at the 2025 CAIS Summit.

Matt shares how CAIS grew from an idea in 2009 to the leading alternative investment management platform. He reflects on the Summit’s origins, the firm’s culture of trust and innovation, and the trends shaping wealth management—from the rise of alts to the convergence of public and private markets. Advisors will hear firsthand how access, partnership, and purpose continue to drive CAIS’ mission forward.

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