Potential Macro Influences and Hedge Funds: 1Q17

Hedge Fund Landscape The first few months of Donald Trump’s presidency have produced some controversy, to say the least. And while the U.S. equity markets have largely responded positively thus far since the change in leadership, there is uncertainty about … Read more

An Introduction to Distressed Debt and Credit Investing

Overview Distressed debt and credit is a comparatively small but growing sector of the private equity and hedge fund market with approximately $250B in AUM spread across approximately 120 US based funds1. The sector is focused on investment opportunities that … Read more

Alternative Investments: Potential Trends and Outlook for 2017

Alternative Investments: Growth and Diversification As the first quarter nears its end the latest research, outlined below, suggests that there are mounting trends in alternative investments that may influence how financial advisors leverage the asset class through the remainder of … Read more

Private Real Estate Investing: Some Facts for Financial Advisors

Private Real Estate Investing: Some Facts for Financial Advisors In CAIS’s view, financial advisors that wish to introduce real estate opportunities to the portfolios of their ultra-high-net-worth clients should be aware of more important considerations than the old adage “Location! … Read more

Hedge Fund Reflection

Over the past few decades, hedge funds have transitioned from being obscure investment vehicles to an increasingly well-known investment vehicle as demonstrated by growth in assets under management. Global assets under management within the alternative investment industry totaled $7.4 trillion … Read more

Technology Platform Disruption and the Independent Advisor

By: Frederick B. Kauber, Managing Director & CTO | Head of Marketing & Technology The tsunami that is technology-driven innovation and disruption has washed across our personas as consumers and professionals and is becoming a familiar and indispensable presence in our lives. … Read more