Podcasts Business Investing Capital Allocators – Inside the Institutional Investment Industry Matt Brown Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)

Matt Brown Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)

Published: Sept. 26, 2022, 8 a.m.

Matt Brown is the CEO of CAIS, the leading investment platform that connects independent financial advisors with managers in alternative strategies.\xa0 Matt was a guest on the show last year discussing his path and the business, and that conversation is replayed in the feed. Since that time, CAIS and the broader movement of private wealth into alternatives have accelerated rapidly. I caught up with Matt to get his perspective on the tidal wave of capital coming into the space ahead of CAIS\u2019 inaugural Alternative Investment Summit, a three-day event\xa0bringing together senior leaders from the alternative\xa0asset management\xa0and\xa0independent\xa0financial advisor\xa0communities\xa0on October 17-19\xa0in Los Angeles.

\xa0Our conversation covers the size of the private wealth market, key drivers of the adoption of alternatives, the characteristics of managers and products that receive flows, advice for those who would like to participate, and where capital is flowing today. We then turn to CAIS\u2019 company strategy, including deploying a substantial capital raise, upgrading its technology, expanding the team, and building custom solutions for advisors. We close with Matt\u2019s views on the future of CAIS.

For full show notes, visit the episode webpage here.\xa0 \xa0 Learn More\xa0 Follow Ted on Twitter at\xa0@tseides\xa0or\xa0LinkedIn\xa0 Subscribe to the\xa0mailing list\xa0 Access Transcript with\xa0Premium Membership\xa0