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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

CAISis the pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers, empowering them to engage and transact on a massive scale. We believe that the combination of industry-leading technology and human interaction throughout the pre-trade, trade, and post-trade experience delivers superior operational efficiency and a world-class client experience. 

 CAIS provides advisors with access to a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, infrastructure, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets.  

CAIS streamlines the end-to-end transaction process through digital subscriptions and powers integrated reporting through leading US custodians and reporting providers, making investing in alternatives simpler.  CAIS also enables advisors to centralize all their alts and notes on one platform, whether they were purchased on or off the CAIS platform, through CAIS Solutions, and helps advisors create custom fund vehicles around ideas they source. 

Founded in 2009, CAIS, a fintech leader, supports over 34,000 advisors who oversee more than $4.5 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    

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



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