CAIS Strengthens Finance and Product Teams with New Leadership

Press Release

November 30, 2017

Firm’s footprint to expand with the opening of Austin office, providing advisors with high-touch service in tandem with superior technology solutions

As CAIS continues to expand its solutions for the independent wealth management community, the firm has made several moves to strengthen its platform by adding new leadership to its finance and product teams along with the anticipated opening of additional regional offices. Markus Persson has joined CAIS as Director of Finance and David Kaul has joined as Director, Alternative Investments.

“CAIS continues to be a destination for accomplished professionals who seek an entrepreneurial challenge,” said Tim Shannon, CAIS President and COO. “As the platform reaches new levels, Markus and David will be instrumental in our ongoing success and we’re excited to welcome them to the team.”

Director of Finance Markus Persson was most recently Head of Corporate Accounting and Associate Director of Point72, L.P. In his new role, Markus will be responsible for leading all areas of Finance and Accounting for the Firm. Persson was previously with KPMG, LLP where he oversaw financial due diligence and audits for a range of clients including Credit Suisse, Deutsche Bank, American Express and the U.S. Treasury. Prior to launching his financial career, Persson was a professional soccer player in Sweden.

David Kaul brings extensive experience to his role as Director, Alternative Investments. He comes to CAIS from Stifel Nicholas & Co. where he headed up hedge fund and long-only LP manager research for Stifel Alternative Investments Group, which manages approximately $2 billion in liquid and illiquid investments. At CAIS, David will be in charge of fund origination, onboarding and relationship management. Kaul has also held positions with Barclays, where he was head research analyst, as well as with Muirfield Capital Management, Viking Investment Group and Union Bancaire Privée Asset Management.

In addition to adding new leadership to its team, CAIS also continues to expand its regional footprint. Following the successful launch of a Los Angeles office in 2015, CAIS is proud to announce that its new office in Austin, TX will open in January 2018. “Serving the needs of independent advisors requires finding a balance between providing superior technology solutions and a high-touch service model,” explained Shannon. “CAIS will continue to show our commitment by opening offices in key cities.”

The CAIS platform was launched in 2009 with the mission of empowering independent advisors by providing access to specialized investment products and services combined with a superior experience. Since that time, gross transaction volume has surpassed $5 billion, with over 650 advisor firms/teams actively transacting on the platform while thousands more regularly explore investment opportunities.

About CAIS

CAIS is the pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers, empowering them to engage and transact on a massive scale. We believe that the combination of industry-leading technology and human interaction throughout the pre-trade, trade, and post-trade experience delivers superior operational efficiency and a world-class client experience.

 CAIS provides advisors with access to a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, infrastructure, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets.

CAIS streamlines the end-to-end transaction process through digital subscriptions and powers integrated reporting through leading US custodians and reporting providers, making investing in alternatives simpler.  CAIS also enables advisors to centralize all their alts and notes on one platform, whether they were purchased on or off the CAIS platform, through CAIS Solutions, and helps advisors create custom fund vehicles around ideas they source.

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.  