CAIS Co-Founder to Speak at INSITE™ 2011, Pershing’s Financial Solutions Conference
Panel Discussion on Wealth Advisor Use of Alternatives
CAIS, a New York based financial technology company providing an independent, alternative investment platform to the wealth management industry, is pleased to announce that CAIS Co-Founder and Managing Principal, Matt Brown will participate at INSITETM 2011, Pershing’s annual financial solutions conference. Mr. Brown will join the panel discussion, “Investing in Hedge Funds for High Net Worth Investors,” with other veteran financial industry executives.
“At CAIS, our mission is to provide the wealth management industry with the access, independent oversight and operational integration they need through a comprehensive, institutional-quality alternative investments solution,” said Mr. Brown. “I’m looking forward to participating at INSITETM 2011 and contributing to this discussion, which addresses the need for a solution that meets the growing demand for these investments among high net worth investors and the advisors who serve them.”
The panel discussion will take place on June 9th , 2011, the second day of Pershing’s premier annual event, INSITETM 2011, which Pershing is hosting at the Westin Diplomat hotel in Hollywood, Fla. The panel discussion will focus on how advisors can effectively access alternative investments and meet growing client demand. Additionally, the panel members will address the post-2008 role of hedge funds for wealth advisors and their clients, including strategies and platform solutions. Pershing anticipates more than 1,200 attendees including registered investment advisors, broker dealers and other financial intermediaries.
Recently, Matt Brown discussed this topic in the following publication: RIABiz: Step-by-Step Finding a Platform for Alternative Investments.
CAIS is the leading alternative investment platform for financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source.
CAIS also provides an industry-leading learning system, CAIS IQ, to help advisors learn faster, remember longer, and improve client outcomes.
All funds listed on CAIS undergo Mercer's independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab, and Pershing, which make investing in alternatives simple.
Founded in 2009, CAIS, a fintech leader, is empowering over 8,300 unique advisor firms/teams who oversee more than $3T in network assets. Since its inception, CAIS has facilitated over $21B in transaction volume as the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, and San Francisco. For more information about CAIS, please visit www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
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