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 Consulting, Schwab, Pershing, Deloitte, Highbridge Capital Management, D. 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. 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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