Press Release

CAIS Selected as Finalist in Private Banker International Awards

CAIS Recognized by the Private Banking and Global Wealth Management Industry

CAIS, the leading independent exchange for in-demand financial products servicing the global wealth management industry, was named as a finalist in the 21st Private Banker International (PBI) Global Wealth Awards. After an extensive selection process, CAIS was recognized in the Outstanding Private Banking Platform category, which acknowledges the increasingly vital role external providers play in setting new standards for the global private banking and wealth management industry.

Considered to be the benchmark of the industry, representatives from leading global private banking institutions attended the PBI Awards Gala Dinner on October 13th, 2011 in Singapore. The award category was not limited to alternative investment platforms, but rather was open to all platforms servicing the industry. Jeremy Norton, CAIS Co-Founder and Head of Asia accepted the finalist award on behalf of the firm.

“We are honored to receive this recognition, not just for being an exceptional alternatives solutions provider, but for maintaining an industry-leading platform that continues to address the changing needs of the global private banking industry,” said Mr. Norton, “We set out to build a truly independent, end-to-end solution for the private banking sector and we remain committed servicing clients.”

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, 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 6,600+ unique advisor firms/teams who oversee more than $2.5T+ in network assets. Since its inception, CAIS has facilitated over $18B+ 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.

Securities offered through CAIS Capital LLC, member FINRASIPC.

Contact

For CAIS

Nadia Damouni

[email protected]

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

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