CAIS Welcomes Carlyle to SALT NY Alternative Investments Track
• by CAIS
CAIS Platform manager Carlyle to provide insights during CAIS' exclusive alts track at SALT NY
NEW YORK, NY, September 10th, 2021 - CAIS, the leading alternative investment platform, today announced that global investment firm Carlyle (NASDAQ: CG)will be participating in the CAIS Alternative Investments Track at SALT NY.
The CAIS alternative investment track at SALT will feature Carlyle and other top-tier managers and investors in several panels including, ‘Impact is Everything, Everything is Impact. From Optional to Essential.’ Within the track, advisors will have the opportunity to earn continuing education credits for the Certified Financial Planner (CFP) and Chartered Institute of Management Accounts (CIMA) certification programs.
“We are pleased to welcome Carlyle to participate in our exclusive alternative investments track at SALT NY” said Matt Brown, Founder and CEO of CAIS “In addition to the dedicated alternative investments track, I look forward to moderating a fireside chat with Carlyle on the Future of Private Markets.”
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 www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
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