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Davidson Kempner Partners with CAIS to Support Access to Independent Wealth Channel

Press Release

• by CAIS

Eric Epstein, Davidson Kempner President, to speak at the inaugural CAIS Alternative Investment Summit taking place October 17-19 in Los Angeles, California

NEW YORK, NY, September 15, 2022 - CAIS, the leading alternative investment platform for independent financial advisors, today announced that Davidson Kempner Capital Management LP ("Davidson Kempner"), a global investment management firm with a nearly 40-year track record and more than $38 billion in assets under management, is partnering with CAIS to provide access to certain alternative investment strategies via the CAIS Platform, including multi-strategy and opportunistic.

“We are pleased to partner with CAIS to make our investment strategies more accessible, as we believe alternative investments play an important role in improving diversification and helping investors achieve their long-term goals,” said Eric Epstein, Managing Member and President at Davidson Kempner Capital Management. “CAIS is an important bridge between leading alternative asset managers and the wealth management community while also being a valuable source of investor education.”

The announcement coincides with public market assets generating some of the lowest annual performances for the 60/40 portfolio in the last 20 years.1 At the same time, investors are increasingly turning to alternatives to provide a strong hedge against inflation, which rose even further in August. A CAIS-led survey of financial professionals in 2022 found that 84% of advisors are recommending alternative allocation to clients who meet accredited investor requirements.

"As investors are increasingly turning to alternatives to build out their modern three-dimensional portfolios, we are eager to partner with Davidson Kempner to make quality investment strategies more widely accessible for the wealth management community,” said Matt Brown, Founder and CEO at CAIS. “The Davidson Kempner leadership team shares our commitment to leveling the playing field for financial advisors and their clients alike, and we are proud to be the technology-bridge for some of the largest and longest-tenured managers in the industry.”

Epstein is one of many wealth management leaders speaking at CAIS’ inaugural Alternative Investment Summit, a three-day thought leadership event taking place October 17-19 at the Beverly Hilton in Los Angeles, California. To learn more about the event and apply to join us, click here.

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.

About Davidson Kempner Capital Management

Davidson Kempner Capital Management LP is a global investment management firm with more than 39 years of experience and a focus on fundamental investing with a multi-strategy approach. Davidson Kempner has more than $38 billion in assets under management and over 450 employees across six offices: New York, Philadelphia, London, Dublin, Hong Kong and Shenzhen. Additional information is available at: www.davidsonkempner.com.

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For CAIS

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Footnotes

  1. HFR, Venn as of April 2022, 60/40 Portfolio represented by S&P 500 Index and the Bloomberg Barclays Aggregate Bond Gross Index.

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