Alternative investments have emerged as a promising avenue for diversification and tapping into new sources of potential returns. However, despite the growing interest in alternative investments, a significant knowledge gap exists among financial advisors, hindering their ability to guide their clients effectively.  In this episode, George and Ryan talk with Matt Brown, Founder, CEO, and Chairman of CAIS. Matt has spent more than 30 years at the intersection of wealth management, alternative investments, and platform design. In 2009, he founded CAIS, the first open marketplace for alternative investments, where financial advisors and alternative asset managers can engage and transact directly on a massive scale. A FinTech leader transforming the world of alternative investing, Matt talks about how CAIS fills the knowledge gap among advisors about alternative investments. He also speaks about the future of FinTech and how advisors are currently utilizing their tech stack.  Key Takeaways [01:23] - How Matt got into financial advisory. [03:54] - What the partnership between Orion and CAIS looks like. [08:35] - How CAIS fills the knowledge gap among advisors about alternative investments. [12:58] - What CAIS is in a nutshell. [16:02] - How CAIS offers customization to clients like LPs. [20:02] - What makes alts data delivery difficult across different platforms? [22:57] - The three client segments that CAIS serves. [26:28] - Why many advisors are interested in partnering with access platforms. [28:25] - One of CAIS' core value propositions. [32:03] - What's next for CAIS in the coming years? Quotes [03:40] - "We all think about business, numbers, and spreadsheets. But at the end of the day, it is the human-to-human relationship. And if you can convey and build trust, that goes a long way. That's the role of the financial advisor first and foremost." ~ Matt Brown [09:40] - "The need for advisor education is tremendous. But it's not just about delivering content. It's about delivering in a format that is digestible and usable." ~ Matt Brown [31:35] - "As we think through blockchain and use cases of blockchain, there are going to be huge steps forward over the next three to five years that will force members of this community, admins, custodians, reporting providers, CAIS, and others to align and make alternative investing easier and more efficient at a lower cost." ~ Matt Brown Links  Matt Brown on LinkedIn Matt Brown on Twitter CAIS Mercer CAIS IQ Goldman Sachs Fidelity Investments Pershing Advisor Group Truist Bank Northwestern Mutual Kestra Financial The Offer The Godfather Connect with our hosts Ryan Donovan George Svagera Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 1480-OAT-5/30/2023

SHOW NOTES

Alternative investments have emerged as a promising avenue for diversification and tapping into new sources of potential returns. However, despite the growing interest in alternative investments, a significant knowledge gap exists among financial advisors, hindering their ability to guide their clients effectively. 

In this episode, George and Ryan talk with Matt Brown, Founder, CEO, and Chairman of CAIS. Matt has spent more than 30 years at the intersection of wealth management, alternative investments, and platform design. In 2009, he founded CAIS, the first open marketplace for alternative investments, where financial advisors and alternative asset managers can engage and transact directly on a massive scale.

A FinTech leader transforming the world of alternative investing, Matt talks about how CAIS fills the knowledge gap among advisors about alternative investments. He also speaks about the future of FinTech and how advisors are currently utilizing their tech stack. 


Key Takeaways

  • [01:23] - How Matt got into financial advisory.
  • [03:54] - What the partnership between Orion and CAIS looks like.
  • [08:35] - How CAIS fills the knowledge gap among advisors about alternative investments.
  • [12:58] - What CAIS is in a nutshell.
  • [16:02] - How CAIS offers customization to clients like LPs.
  • [20:02] - What makes alts data delivery difficult across different platforms?
  • [22:57] - The three client segments that CAIS serves.
  • [26:28] - Why many advisors are interested in partnering with access platforms.
  • [28:25] - One of CAIS' core value propositions.
  • [32:03] - What's next for CAIS in the coming years?


Quotes

[03:40] - "We all think about business, numbers, and spreadsheets. But at the end of the day, it is the human-to-human relationship. And if you can convey and build trust, that goes a long way. That's the role of the financial advisor first and foremost." ~ Matt Brown

[09:40] - "The need for advisor education is tremendous. But it's not just about delivering content. It's about delivering in a format that is digestible and usable." ~ Matt Brown

[31:35] - "As we think through blockchain and use cases of blockchain, there are going to be huge steps forward over the next three to five years that will force members of this community, admins, custodians, reporting providers, CAIS, and others to align and make alternative investing easier and more efficient at a lower cost." ~ Matt Brown


Links 


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1480-OAT-5/30/2023

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