CAIS Speaks at Deloitte Hedge Fund Conference

October 11, 2011

Panel Discussion on Business Strategy Across the Hedge Fund Life Cycle

CAIS, a New York based financial technology company providing an independent, alternatives investment platform to the wealth management industry, is pleased to announce that Managing Principal Rafay Farooqui was a featured speaker at the 2nd Annual Deloitte Hedge Fund Symposium held October 6, in Greenwich, Connecticut.

“We are dedicated to providing a truly independent, comprehensive technology solution for global wealth managers to access institutional quality alternative investments,” said Mr. Farooqui. “It was a pleasure to participate in such an insightful discussion, which addressed the issues facing established and startup alternatives managers in today’s volatile economic and regulatory environments.”

Mr. Farooqui participated as a panelist in the session entitled “Evaluating your Business Strategy across the Life Cycle of a Hedge Fund.” Other members of the distinguished panel included representatives from Discovery Capital Management, Taylor Woods Capital Management and Deloitte Services. The panel also focused on challenges that new alternative fund managers face while building a strategy asset management firm.

The symposium addressed new tax legislation, regulatory reform changes, risk management processes, technology and operating models, and trends impacting the hedge fund industry.

About CAIS

CAIS is the leading alternative investment platform for 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 credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.

All funds listed on CAIS 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 Fidelity, Schwab and Pershing, making investing in alternatives simple.

Founded in 2009, CAIS, a fintech leader, is empowering wealth management by leveling the playing field for financial advisors everywhere.

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

Press Contact
Tony Fassi
Jones-Dilworth, Inc.
(512) 826-3428
[email protected]