CAIS, the leading alternative investment platform for independent financial advisors, today announced it has expanded its offerings of alternative investment strategies from leading alternative investment managers, deepening the firm’s commitment to making alternative investment products more accessible to wealth management.
New managers that have introduced strategies on CAIS Marketplace in 2024 include BlackRock, Blackstone, FS Investments, Golub Capital, Hines, Kayne Anderson, Stonepeak, and T. Rowe Price/Oak Hill Advisors, with Apollo, Ares Management, Bain Capital, Blue Owl, Davidson Kempner Capital Management, Franklin Templeton, KKR, Nuveen, Partners Group, Reverence Capital Partners, and Vista Equity Partners among the managers that have expanded the number of their strategies available on the platform this year. Featured strategies encompass a broad range of alternative asset classes, including private equity, private debt, hedge funds, and real estate. Additionally, they offer wealth-centric structures such as interval funds, BDCs, and non-traded REITs.
“As advisors continue to adopt alternative investments into their businesses, we support the commitment of asset managers to invest in the tools and education needed to meet their goals and objectives,” said Neil Blundell, Head of Investments at CAIS. “Our single-platform solution streamlines the entire alternative investment lifecycle, helping asset managers make their products more accessible to the wealth market.”
Alternative investment strategies on the CAIS Marketplace, which go through third-party due diligence by Mercer, are made available to CAIS’ broad network of over 2,000 wealth management firms that oversee approximately $6 trillion in end client assets. Asset managers gain access to a custom analytics dashboard, providing comprehensive, real-time insights into platform engagement. Additionally, they receive personalized support from the CAIS Asset Manager Partnerships team, ensuring a streamlined and strategic partnership experience. These tools, combined with direct engagement opportunities at CAIS Live and CAIS Summit events, empower managers to effectively connect with advisors, driving deeper relationships and greater market impact.
Speakers on CAIS Talks at the third annual CAIS Alternative Investment Summit, the industry’s marquee gathering of independent advisors and alternatives managers, to be held on October 14-17 at The Beverly Hilton in Los Angeles, California, include Torsten Slok (Apollo), Brendan McCurdy (Ares Wealth Management Solutions), Viral Patel (Blackstone), Michael Rees (Blue Owl Capital), Eric Epstein (Davidson Kempner Capital Management), Josh Morris (Davidson Kempner Capital Management), Danny Weingeist (Kayne Anderson), Doug Krupa (KKR), Jill Jensen (Nuveen), Luke Taylor (Stonepeak), Robert Collins (Partners Group), Eric Muller (T.Rowe Price/Oak Hill Advisors), Greg Galligan (Vista Credit Strategic Lending), and Martin Taylor (Vista Equity Partners ).
The full list of alternative asset managers with strategies on the CAIS platform can be found here.
About CAIS
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.
CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.
CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.
For more information about CAIS, please visit www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
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