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CAIS Hosts Series of Educational Sessions and Annual Dinner

Press Release

CAIS, a New York-based financial technology company providing an independent, alternative investment platform to the wealth management industry, recently held a series of events in New York City to provide its clients educational opportunities and overall market insights. Activities commenced with a presentation on Thursday, Sept. 22nd at the office of Paulson & Co, where John Paulson discussed the current markets and provided updates on his funds. Subsequently, Mr. Paulson held a Q&A session to answer specific client questions.

Following the Paulson discussion, guests were invited to attend the CAIS Annual Dinner at the 21 Club. “We were glad to offer an open forum with industry leaders to discuss the trends and opportunities facing our clients,” said Rafay Farooqui, Managing Principal of CAIS. “ The innovation and advancements being made will continue to empower our clients and help us meet their needs.” Matt Brown, CEO of CAIS, welcomed guests with opening remarks about the need for innovation when meeting client needs. He focused on the ever changing wealth management landscape and CAIS’s drive to bring alternative investment solutions to its growing global client base.

Following the opening address, Dan Tapiero, the Co-Founder of Gold Bullion International (GBI), the leading institutional precious metals provider, discussed the current state of gold and the ability to access hard assets, specifically precious metals such as gold, platinum and silver. The events were broadly attended by CAIS clients, including advisors and senior management, service providers and platform managers. Mercer Investment ConsultingSchwabPershingDeloitteHighbridge Capital ManagementD. E. Shaw Group and Millennium were represented among others. Rounding out the event, Izzy Englander, Founder and CEO of Millennium Management invited CAIS clients to attend a private breakfast the next morning held at the Millennium offices.

About CAIS

CAIS is the leading alternative investment platform for independent 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 debt, 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. 

As an extension of the platform, CAIS also delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help financial advisors deepen their knowledge and increase their confidence in alternative investment strategies. 

Most funds listed on the CAIS Marketplace 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 the leading US custodians and reporting providers, which make investing in alternatives simpler. 

Founded in 2009, CAIS, a fintech leader, is empowering over 8,300 unique advisor firms/teams who oversee more than $3 trillion in network assets. Since its inception, CAIS has facilitated over $21 billion 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, San Francisco and London. For more information about CAIS, please visit

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



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