CAIS Co-Founder to Speak at INSITE™ 2011, Pershing’s Financial Solutions Conference
Press Release
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.
About CAIS
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.
CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.
CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.
For more information about CAIS, please visit www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
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