Press Release

CAIS Expands Hedge Fund Menu

CAIS Continues to Expand Offering of Top-Tier Investment Funds

CAIS, a New York based financial technology company providing an independent, alternative investments platform to the wealth management industry, announced the ongoing expansion of its funds menu with access to product managed by Paulson & Co.Millennium International Management LPD.E. Shaw & Co., and Highbridge Capital Management LLC.

“CAIS is committed to offering a wide selection of top-tier alternative investment funds that represent a diversity of strategies,” said Rafay Farooqui, Managing Principal of CAIS. “Our platform has grown to approximately 20 funds that range in strategies from Multi-Strategy, CTA, Global Macro, Long-Short Equity, Event Driven, Distressed and Credit.”

CAIS is continuously evaluating new managers to add to the platform while Mercer Investment Consulting is conducting due diligence prior to their acceptance. Through the CAIS platform, investment minimums are lowered, in most cases, to $100K per subscription.

“We believe our growing menu of industry leading investment managers coupled with lower minimums will enable wealth advisors to better meet their clients’ alternative investment needs,” said Rafay Farooqui.

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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