The stage is set for the independent wealth channel to unlock the world of alts. Don't miss your chance to hear from these speakers and more in less than eight weeks! Learn more or join the waitlist now: https://lnkd.in/gitAm8SC
CAIS
Financial Services
New York, New York 16,796 followers
Transforming the world of alternative investing.
About us
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source. As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help advisors deepen their knowledge and increase their confidence in alternative investment strategies. Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler. Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com. https://www.caisgroup.com/legal/social-media-disclaimer
- Website
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http://www.caisgroup.com
External link for CAIS
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Alternatives Investments, Capital Markets, Structured Solutions, Financial Technology, Outsourced Service Provider, and Wealth Management Focus
Locations
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Primary
527 Madison Ave
2nd Floor
New York, New York 10022, US
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9777 Wilshire Blvd
Suite #460
Beverly Hills, California 90212, US
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201 W 5th St
Suite #1100
Austin, Texas 78701, US
Employees at CAIS
Updates
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In our latest Insights post, our team discusses changing market conditions and trends that may be prompting regained interest in commercial real estate. Flip through to learn more and read the full piece here: https://lnkd.in/e9Z_GuyP #realestate #alternativeinvestments #financialadvisors
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Did you miss our Mid-Year Alternative Investments Outlook webinar featuring leaders from Blackstone and Apollo? During the event, David Stubbs, Managing Director and Senior Investment Strategist for the Americas for Private Wealth Solutions at Blackstone, provided his views on the market environment. #wealthmanagement #alternativeinvestments #financialadvisors
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Looking for a tool to help monitor redeemed, called, or matured structured notes? We recently launched a tech update on the CAIS platform to help you stay on top of these events. Learn more about our Q3 tech enhancements: https://lnkd.in/eXkeaR4W #financialadvisors #structuredproducts #capitalmarkets
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Kayne Anderson, a leading alternative investment management firm, recently expanded its relationship with the CAIS platform. Kayne Anderson has 40 years of experience in the real estate, energy and energy infrastructure, and credit sectors. Hear from Kayne Anderson CEO and Kayne Anderson Real Estate Co-Founder and CEO, Al Rabil, to learn more about the firm’s history and areas of focus. #alternatives #financialadvisors #assetmanagers
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Last week, after 10 weeks of immersing themselves in all things CAIS, our 16 wonderful interns had the chance to deliver their final presentations. Divided into three teams with each one assigned to a strategic initiative, they were able to take what they learned during their time here and collaborate to offer actionable insights. We can’t thank our interns enough for the great summer we have had and wishing them all the best in their continued schooling and careers!
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How do alternative investments fit into your firm’s future strategy? Brittany Smith, AIF® from Wealth Partners Alliance joined us at a recent CAIS Live event, hear what she has to say. Interested in joining us in a city near you? View the full 2024 events schedule here: https://lnkd.in/dvWhbBfZ #CAISLive #altsinvesting #independentwealth
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How will this year’s CAIS Alternative Investment Summit top last year’s? We'll find out in just 60 days when we bring more than 600 advisors together for the industry's marquee gathering of independent advisors and alts managers in Beverly Hills. To learn more or to join the waitlist, visit: https://lnkd.in/deBeSXKk
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How does CAIS help you allocate to alternative investments? Joseph Guidish, MSF, CAIA from Merit Financial Advisors joined us at a recent CAIS Live event, hear what he has to say. Interested in joining us in a city near you? View the full 2024 events schedule here: https://lnkd.in/dvWhbBfZ #CAISLive #altsinvesting #independentwealth
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It’s getting easier for independent financial advisors to track structured notes using the CAIS platform. Learn about some recent tech enhancements that allow advisors to zero in on the information that matters most to them. Get a recap of our Q3 tech updates here: https://lnkd.in/ekER2asu #wealthmanagement #structuredproducts #capitalmarkets