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 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.
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