• by CAIS
Alternative asset managers identify private wealth channel as greater priority for their firm compared to two years ago
NEW YORK — (BUSINESS WIRE) — CAIS, the leading alternative investment platform, today announced four new additions to the CAIS Advisory Council (“CAC”), which is comprised of industry leaders representing the RIA, independent broker dealer, and custodian communities.
The CAC meets and collaborates with CAIS’ leadership team to ensure alignment on the key trends impacting the independent wealth management community and support the continued improvement of the CAIS platform user experience. Its newest members are:
Michael Glennon, Vice President & Head of Private Investments, Mariner Wealth Advisors
Gary Quinzel, Director of Portfolio Consulting, Wealth Enhancement Group
David Canter, President, Bluespring Wealth Partners
Dean Zayed, Founder and CEO, Brookstone Capital Management
“As the independent wealth ecosystem continues to evolve, we are pleased to welcome these industry leaders to the CAIS Advisory Council,” said Matt Brown, Founder and CEO of CAIS. “At a time when many financial advisors are shifting away from the traditional 60/40 allocation towards a 50/30/20 three-dimensional portfolio with alternative assets included, this group has proven to be a valuable resource in accelerating our mission to democratize access to alts and level the playing field for financial advisors everywhere.”
The announcement precedes CAIS’ inaugural Alternative Investment Summit, which takes place October 17 to 19 at the Beverly Hilton in Los Angeles, California. The three-day event will convene 40-plus leading alternative asset managers and hundreds of independent financial advisors, so they can engage with, and learn from, one another across various topics including private equity and credit, venture capital, hedge funds, real estate, structured solutions, and digital assets.
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, 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.
CAIS also provides an industry-leading learning system, CAIS IQ, to help 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, which make investing in alternatives simple.
Founded in 2009, CAIS, a fintech leader, is empowering over 7,400+ unique advisor firms/teams who oversee more than $3T+ in network assets. Since its inception, CAIS has facilitated over $20B+ 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, and San Francisco. For more information about CAIS, please visit www.caisgroup.com.
Nadia Damouni[email protected]
For more information about investment opportunities available on the CAIS Platform, contact a CAIS representative.
• by CAIS
• by CAIS
Jeff Dekko, CEO of Wealth Enhancement Group, to Speak on RIA M&A Panel at CAIS Alternative Investment Summit, October 17-19 in Los Angeles, California
• by CAIS
Ares, Apollo, Franklin Templeton, Davidson Kempner, Millennium among 40-plus asset managers confirmed for event tailored to independent financial advisors