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CAIS Announces Partnership with Ares Wealth Management Solutions to Support Greater Access to Alternatives for Independent Wealth Channel

Press Release

• by CAIS

Michael Arougheti, Co-Founder, Chief Executive Officer, and President at Ares, to Speak at the CAIS Alternative Investment Summit in October

NEW YORK—September 22, 2022 – (BUSINESS WIRE) — CAIS, the leading alternative investment platform, today announced its collaboration with Ares Wealth Management Solutions (“AWMS”) to onboard select Ares Management (“Ares”) alternative investment strategies and expand their reach to a broader audience of independent broker-dealers (IBDs) and registered investment advisors (RIAs).

CAIS will work with AWMS to create custom investment solutions that support new asset flow and business development opportunities for the independent advisor community. AWMS, in turn, expects to benefit from access to CAIS’ data-rich dashboard, which is expected to help measure product interest across more than 6,600 advisor firms and teams on the platform. This strategic partnership is intended to enhance the distribution and marketing capabilities for several Ares investment solutions, including its evergreen, drawdown, and ’40 Act funds.

“Ares and AWMS share our goal of expanding alternative investments access to IBDs and RIAs, especially as performances in the public markets face greater scrutiny,” said Matt Brown, Founder and CEO of CAIS. “The modern three-dimensional portfolio is here to stay, and we believe firms like Ares and AWMS, with their scale and commitment to the wealth management community, will play a strong role in bridging the gap between alternative investment managers and financial advisors.”

With a majority of financial professionals citing a lack of educational resources as a barrier to private markets investing, AWMS will also benefit from CAIS’ tech-enabled education platform, CAIS IQ, which helps independent financial advisors master various alternative investments, understand the role they play in client portfolios, and grow a client base seeking alternatives exposure.

“Through technology and education, CAIS has created an important point of access to the fragmented independent advisor community,” said Raj Dhanda, Partner, Global Head of Wealth Management in Ares Wealth Management Solutions. “We are pleased to bring select Ares products to the CAIS platform and create customized learning content for CAIS IQ as part of our broader corporate commitment to this audience.”

Ares and AWMS representatives will be attending CAIS’ inaugural Alternative Investment Summit, a three-day thought leadership event taking place October 17-19 at the Beverly Hilton in Los Angeles, California. To learn more or apply to join, click here.

About CAIS

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.

CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source.

As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help advisors deepen their knowledge and increase their confidence in alternative investment strategies.

Most funds listed on the CAIS alternative investments marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler.

Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $30 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRA, SIPC.

About Ares Wealth Management Solutions

Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing and client management activities of investment offerings for the global wealth management channel. With a team of approximately 110 professionals and backed by the power and scale of the Ares Management platform, AWMS represents one of the most resourced wealth distribution and client service teams in the alternatives industry. AWMS’ mission is to provide advisors and their clients access to innovative, solutions-oriented investment opportunities across Ares Management’s credit, private equity, real estate and secondaries strategies. Through our range of institutional and retail structures, coupled with excellent client service and educational resources, we help investors diversify their portfolios with private market solutions that seek to deliver consistent, long-term growth. For more information, please visit: www.areswms.com

About Ares Management Corporation

Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes. We seek to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across our investment groups, we aim to generate consistent and attractive investment returns throughout market cycles. As of June 30, 2022, Ares Management Corporation's global platform had approximately $334 billion of assets under management, with over 2,300 employees operating across North America, Europe, Asia Pacific and the Middle East. For more information, please visit www.aresmgmt.com.

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For CAIS

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