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Company: Balentine
Leveraging CAIS to Enhance Private Markets Coverage at Balentine
Learn how CAIS worked with Ben Webb, Director of Investment Strategy, to streamline alternative investment operations at Balentine Wealth Advisors.
The Challenge
Managing Complexity in Private Markets
As a $7 billion RIA serving high-net-worth families and business owners in transition, Balentine incorporates private equity, private real assets, and private debt into portfolios with the aim of enhancing returns. But sourcing, education, and transacting in alternatives can be complex.
“It’s obviously a lot more paperwork to buy a private placement fund,” Ben Webb, Director of Investment Strategy at Balentine, explains. “We want to be servicing our clients and picking investments, not chasing forms and operational workflows.”
With a lean team, Balentine also needed broader market visibility and the ability to keep pace with trends in private markets without sacrificing time with clients.
The Solution
Leveraging the CAIS Platform and Market Access
Balentine uses the CAIS platform to simplify private investment workflows and centralize client onboarding data, turning a once cumbersome process into what Webb describes as “more of a push-a-button-to-go.”
Beyond technology, Balentine attends CAIS events such as CAIS Live and CAIS Summit to stay educated of manager launches, market trends, and peer perspectives. “We can only cover so much,” Webb notes. “But to have the view that CAIS has and these types of events … really expands our view and allows us to see a lot more of the market, whether it’s managers or trends.”
What’s Next
Positioning for Scale and Client Growth
Balentine plans to continue scaling its private markets offering while preserving the client-first culture that has fueled its growth. By leaning on CAIS technology for operations and market perspective, Webb’s team can focus more time on due diligence, investment selection, and helping advisors.
Goals
Streamline private market transactions to reduce paperwork and operational burden
Expand market coverage and manager discovery with an agile team
Please note the following testimonial disclosures, as required by applicable regulations. Individuals featured work for organizations that are CAIS platform users and have received no compensation for this testimonial. Please note that no testimonial is necessarily representative of the experience of other users of CAIS, or guarantees any future investment performance or success. The views and opinions expressed by the subjects herein, as of the date published, solely reflect the views and opinions of the speaker (and not necessarily the views of CAIS or the broader financial industry) and are subject to change without notice. This testimonial is provided solely for discussion purposes for investment professional use and does not constitute an offer or a solicitation of an offer to buy or sell fund interests, securities, and/or any other financial instruments or products, or constitute a solicitation on behalf of CAIS or any investment managers, their affiliates, products or strategies. Any such offer or solicitation may only be made pursuant to the delivery of formal offering documents.
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Benjamin Webb, Director of Investment Strategy, Balentine
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