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CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors

Press Release

• by CAIS

Apollo, Ares, Bain Capital, Blue Owl, Carlyle, Fidelity Investments, Franklin Templeton, KKR, Neuberger Berman, Nuveen, Partners Group, and StepStone Group among the managers introducing or expanding strategies on the CAIS Platform. Managers will participate in the second annual CAIS Alternative Investment Summit on October 16-18 in Los Angeles.

NEW YORK, NY, September 14, 2023 - CAIS, the leading alternative investment platform for independent financial advisors, today announced an expanded menu of strategies from twelve leading alternative asset managers, underscoring their commitment to the independent wealth channel.

Apollo Global Management, Ares Management Corporation, Bain Capital, Blue Owl Capital, The Carlyle Group, Fidelity Investments, Franklin Templeton, KKR, Neuberger Berman, Nuveen, Partners Group, and StepStone Group are among the alternative asset managers launching or expanding wealth-centric strategies on the CAIS platform. Additionally, the new strategies span the spectrum of alternative investments across private equity, private debt, and real estate, and include structures such as interval funds, 40 Act funds, BDCs, and non-traded REITs, enabling advisors to add alternatives more broadly across their accredited and mass affluent clients.

“With nearly 9 in 10 financial advisors set to increase their allocations to alternative custom funds by 2025, asset managers recognize the opportunity within independent wealth management to grow and diversify their investor base,” said Matt Brown, Founder and CEO, CAIS. “We believe the managers who are successfully winning in wealth are following a similar playbook – dedicating meaningful resources to serve financial advisors, creating wealth-friendly investment structures and strategies, and joining the CAIS marketplace for a comprehensive platform experience.”

Asset managers onboarded to the CAIS platform receive access to the largest network of RIAs, independent broker dealers, and RIA aggregators that oversee more than $4T in assets. Asset managers also benefit from CAIS’ robust array of features enhancing the alternative investing experience, including pre-trade, trade, and post-trade technology, a custom online education offering (CAIS IQ), digital marketing support, and integrations with leading custodians, reporting providers, fund administrators, and transfer agents.

Brown continued: “As a technology-first company, CAIS’ infrastructure and scale can significantly streamline the alternative investment lifecycle, both for asset managers and the independent wealth community.”

Jim Zelter (Apollo), Kipp deVeer (Ares), Gary Lin (Blue Owl), Justin Plouffe, (Carlyle), Garrett Hall (Carlyle), Harley Lank (Fidelity Investments), Jenny Johnson (Franklin Templeton), Doug Krupa (KKR), Jeremy Deutsch (Neuberger Berman), Shannon Saccocia (Neuberger Berman), Brian Griggs (Nuveen), David Layton (Partners Group), and J.D. Hall (StepStone Group) are among the many asset management leaders speaking at the second annual CAIS Alternative Investment Summit – a marquee, invite-only event taking place from October 16-18 at the Beverly Hilton in Los Angeles, California. To learn more about the event and inquire to attend, 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.

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