CAIS

Join CAIS and other industry professionals at the Eagle Strategies Wealth Summit next week in Orlando, FL. If you’re attending, don’t miss the following sessions with the CAIS team: ✔️ On March 25 at 1:15pm ET, Jacob Susskind, CAIA will take part in “The CAIS For Alternative Investments”, focused on the latest trends in alternative investing and various asset classes. ✔️ On March 26 at 10:30am ET, Mike Fee, CIMA® will join leaders from Apollo and KKR to discuss practical strategies to enhance portfolio resilience in “Unlocking Opportunities: Alternative Assets in an Evolving Global Market.” Get more insights from CAIS: https://lnkd.in/esgJaRsr #EagleStrategiesWealthSummit #alternativeinvestments #wealthmanagement

Now streaming: a new episode of CAIS Live Conversations: Building with Alts. Michael Episcope, Co-CEO and Co-Founder of Origin Investments, joins Brad Walker, Co-President of CAIS, to break down the real estate cycle, the role of data in investing, and how advisors can think about alternative investments. Listen now: https://lnkd.in/ev2QBgaF #alternatives #investing #realestate

Determining how much of a portfolio to allocate to alternative investments is an important decision for financial advisors. Factors like financial goals, market trends, fixed allocation, and risk tolerance strategies can play significant roles. How do you approach this decision? Share your insights and vote below. #QuestionoftheWeek

CAIS Live events are all about creating meaningful experiences. Joanna Munjack, Head of Events at CAIS, takes us behind the scenes of our inaugural Women in Wealth Leadership Forum, where we brought together top women in the industry to educate, facilitate, and connect. Take a look at how we’re making industry events more impactful than ever.

Private equity secondaries have evolved into a $162-billion-a-year market, offering advisors new ways to access private markets. By entering a fund later in its lifecycle, advisors may avoid the early-stage "J-curve" effect when returns are often negative. Learn more about these strategies in our Introduction to Alternatives series: https://lnkd.in/dTMd_M2y #privateequity #secondaries #alternativeinvestments

Our latest CAIS-Mercer survey results reveal that technology tools are playing an increasingly critical role in how advisors allocate to alts. From model portfolios and performance dashboards to custodial integrations, nearly 6 in 10 surveyed advisors indicated they value these in their investment technology. Watch the video below to get more specifics, then download the full survey report here: https://lnkd.in/eka4TFJZ #fintech #portfoliocontruction #alternativeinvestments

In our fifth episode of CAIS Live Conversations: Building With Alts, Michael Rees, Co-President of Blue Owl Capital, shares his insights into the firm’s ethos and their focus on providing strategic and capital solutions for private markets growth. Catch the full episode here: https://lnkd.in/euq-Z5Bn #privatemarkets #wealthmanagement #gpstakes

Congratulations to Neil Blundell, Chief Investment Officer of CAIS Advisors, for being named to the CIO 5: Top Wealth Management CIOs by Wealth Solutions Report. Learn more about Neil and the rest of the winners here: https://lnkd.in/eM9Xvvq5

Leading alternative asset managers like Blue Owl Capital don’t just come to CAIS Live to share their insights—they come to listen and network with independent advisors from across the country. Each event gives advisors the opportunity to share their perspectives, ask managers questions, and gain insights about the alternative investment landscape. Join us at one of our regional events and make your voice heard. Which CAIS Live will you attend this year? See the full schedule: https://lnkd.in/e5r4c5BM #CAISLive #wealthmanagement #financialadvisors

Have you heard the latest episode of CAIS Live Conversations: Building With Alts? Dean Zayed, JD, LLM, CFP, CEO of Brookstone Capital Management, sits down with host Alex Cavalieri, CAIS Chief Marketing Officer, to talk about his entrepreneurial journey and development of Brookstone into a $10.5 billion RIA firm. Listen now: https://lnkd.in/ecWdneWr #financialadvisors #alternativeinvestments #wealthmanagement