Press Release

CAIS Continues Senior Leadership Expansion with Andrew Smith Lewis Joining as Chief Innovation Officer

Learning science and artificial intelligence expert to lead education platform for independent financial advisors

CAIS, the leading technology platform connecting financial advisors with alternative investments, today announced that Andrew Smith Lewis has joined CAIS as Chief Innovation Officer. Andrew Smith Lewis, a technologist working at the intersection of artificial intelligence and human cognition, will be pioneering learning technologies for advisors to better understand alternative investments.

“Our mission is to empower independent financial advisors with the tools and resources to drive business growth,” said Matt Brown, CAIS Founder and CEO. “Andrew brings a unique combination of skills and experience that will empower financial advisors to improve outcomes for their clients.”

Smith Lewis has dedicated his career to unlocking human potential and empowering people to discover solutions by optimizing the way they learn. He is the cofounder and former CEO of Cerego an adaptive learning platform that uses artificial intelligence and machine learning to scale proven cognitive science and make learning possible for anyone. By improving the learning experience, Cerego successfully helped over 6 million users, including partners such as The U.S. Army, NYU, Cengage, The Bill & Melinda Gates Foundation, ASU, edX, Rockwell Automation, and Elsevier. Smith Lewis continues to serve on Cerego’s Board of Directors as Vice Chairman.

“I am excited about CAIS’ commitment to developing innovative technologies that help independent financial advisors,” said Andrew Smith Lewis. “CAIS embodies all of the things I am passionate about: blending artificial intelligence with learning science, hiring the right talent, and fostering a culture of innovation.”

With Smith Lewis joining the team, CAIS plans to immediately embark on another significant expansion of the company’s technology team and its Los Angeles-based Technology and Innovation Hub. Earlier this year, CAIS announced the strengthening of its senior leadership team with four key additions, including Marco Riedl, Chief Product Officer, formerly from eBay.

“We are developing powerful new ways for advisors to learn about alternative investments,” said Matt Brown, CAIS Founder and CEO. “We are doubling down on education and technology. Making top-tier alternatives investments accessible on a massive scale was a major achievement. Our challenge now is to make them universally understood as well.”

The first truly open marketplace for alternative investments, CAIS offers financial advisors unprecedented access to a curated menu of top-tier hedge funds, private equity, and real estate funds in addition to a variety of capital markets offerings.

The CAIS platform has facilitated over $8 billion since inception and more than $1 billion in the first 6 months of 2019 alone. Over 1,500 advisory firms/teams, who oversee more than $1.2 trillion in assets, are members of the CAIS Platform.

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 FINRASIPC.

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

Want to learn more?

For more information about investment opportunities available on the CAIS Platform, contact a CAIS representative.

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