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How Technology is Accelerating & Democratising Private Markets – With Matt Brown, CEO & Founder of CAIS
In this conversation we discuss both the changing nature of demand for alternative assets as well as their supply. Matt explains how CAIS is creating the bridge between the alternative investment firms and the wealth management community, whose portfolio allocations to these investments are a fraction of their institutional counterparts.
Matt discusses the size of the market opportunity, how technology is enabling this rapid transition, and helping solve the problem of unequal access to “alternatives”.
He talks about branding within this space, competition, regulation and how Mercers are providing core due diligence to introduce independence to the arena. The discussion then moves to how investors are re-appraising the traditional 60/40 allocation to bonds and stocks, to incorporate a wider portfolio including alternative investments.
Founded in 2009, CAIS is one of the first “truly open” marketplaces for alternative investments. Since its inception, CAIS has facilitated approximately $21B+ in transaction volume, and was recently awarded a position on the WEALTHTECH100 list for 2023.
Matt Brown is the Founder, CEO & Chairman of CAIS. He began his career as a financial advisor at Shearson Lehman Brothers. Prior to his time at CAIS, Matt was the Founder & Managing Principal at Brownstone Advisors, as well as the Managing Director of Fairfield Greenwich Group.
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