CAIS’ Post

How is CAIS partnering with advisors to help them incorporate alts into their practice? Listen in as our Head of Marketing, Alex Cavalieri, walks through how CAIS is connecting the alts ecosystem providing education, technology, and tools to better support advisors. Interested in joining us for a CAIS Live in a city near you? View the full 2024 events schedule here: https://lnkd.in/dvWhbBfZ #CAISLive #altsinvesting #independentwealth

Why Advisors Are Leaving IBDs for RIAs: The Real Truth We explore the reasons behind the growing trend of advisors transitioning from IBDs to RIAs. Discover why many professionals are starting to rethink their loyalty and what it means for your future in the industry. Don't ignore the signs! https://bit.ly/3C93Xi9 #FinancialAdvisors #IBDtoRIA #IndustryTrends #FinancialFuture #AdvisorySuccess #BreakawayAdvisor #BehindTheBreakaway #UptickPartners

"Figure out what you want to be and then execute." At the 2024 CAIS Summit, Blue Owl Capital’s Co-Chief Executive Officer Doug Ostrover shared his views on how staying innovative and avoiding complacency has driven his firm’s growth and success. Watch the clip below! Want to learn more about CAIS events? Visit https://lnkd.in/dvWhbBfZ #CAISSummit #financialadvisors #assetmanagers

In this article, I explain the CII Best Practices we ended up selecting and successfully integrating in Concord's offering to the Industry, creating value and advancing toward our vision of systematic capital project cost and schedule predictability. Construction Industry Institute Concord Project Technologies Inc. Concord Academy Advanced Work Packaging Institute #advancedworkpackaging #PDRI #disputeresolution #constructability #projectmanagement

Lets see what we got in for WACC which is the most important part in valuation

Gong Xi Fa Cai! Wishing all my LinkedIn connections and partners a prosperous and transformative Year of the Snake. This year is about strategy, wisdom, and growth, and I look forward to continuing our successful collaborations in 2025. #DynamicAllianceConsultancy #DAC #CNY2025 #YearOfTheSnake

Earn AICPA's Accredited in Business Valuation (ABV) Credential Get more referrals and advance your career in valuation with the ABV credential. Access comprehensive learning, tools, resources and community. https://lnkd.in/gy-ScEUN

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Join us for this complimentary program with industry leaders Jerome M. Hesch, MBA, JD, AEP® (Distinguished), Brad Dillon, JD, LL.M., and Brandon Ketron, CPA, JD, LL.M. Register at https://lnkd.in/e8TfxJ3f in two steps: 1) sign up for an account or sign in if you have already created an account 2) register for the program by using the "RSVP" options. You must complete both steps to register! #naepcassociation #naepcwebinar

This morning, Exit Planning Institute President Scott Snider led a workshop for our Account Management and Strategic Relationship Teams to introduce the revised Beyond CEPA roadmap for Certified Exit Planning Advisors. It’s simply not enough for EPI to welcome thousands of new professional advisors to the community of CEPAs each year. We must be intentional about our post-credentialing support as they identify the role they play in the market, educate them on how to articulate that to collaborative advisors and business owners, and journey together towards becoming a Best-In-Class advisor! I am very excited to see the hard work our team has put in over the past year come to fruition and the impact it will have on the industry! #exitplanning #valueacceleration #valuegrowth #CEPA #professionaldevelopment #BeyondCEPA