CAIS

We’re proud to share that CAIS has been named Best RIA Platform in the 2025 SPi Awards for Excellence, the awards program recognizing innovation and achievement across the structured products industry. This recognition speaks to the work our Structured Investments team continues to do every day: helping RIAs access quality products, education, and technology to better serve their clients. Grateful to SPi for the acknowledgment and to our advisor and asset manager partners for the trust and collaboration that make it possible. #RIAs #alternativeinvestments #wealthmanagement

Technology is making alternative investing more accessible—for advisors and for clients. In her episode of CAIS Live Conversations: Building With Alts, Pam Perskie, Founder and CEO of Seven Mile Advisory, shares how streamlined processes are reshaping the client experience. Listen in: https://lnkd.in/ds89dF5Y

Operational improvement is back at the center of value creation. As financing costs stay high, large-cap managers are emphasizing pricing, procurement, and digital transformation over leverage. This installment in our private equity capital spectrum series explores how this shift is reshaping the largest end of private equity. Read more: https://lnkd.in/gUWDm83g #privateequity #wealthmanagement #privatemarkets

“Much of this is about advisor education.” At the CAIS Summit, Michael Nathanson, CEO of Focus Financial Partners, discussed why he believes the convergence of public and private markets calls for a new mindset, one grounded in education, open-mindedness, and client alignment. Watch the clip to hear his perspective. #CAISSummit #alternativeinvestments #wealthmanagement

Join CAIS at the 2025 Baird Growth Forum. We’re excited to share that Maurice Rabbenou, CAIS Managing Director, will be participating in a session on “Growing Your Practice & Portfolio with Alternatives” Wednesday, November 19 at 9:55 am ET. If you’re attending, join this session and connect with the CAIS team onsite to learn how the CAIS platform supports independent advisors in accessing, learning about, and transacting in alternative investments with greater efficiency and insight. #wealthmanagement #alternativeinvestments #privatemarkets

From planning to portfolio construction, Leah Wehinger, Head of Investment Advice & Solutions at Truist Wealth, is helping the firm reimagine wealth conversations. In this brand new episode of CAIS Live Conversations: Building With Alts, she shares how her team supports advisors, builds client trust, and navigates the expanding private markets landscape. Listen now: https://lnkd.in/g2UGA6np

On the CAIS Summit mainstage, Eldridge Industries’ Todd Boehly explored how technology and changing consumer behavior are reshaping the value of live experiences. As distribution costs fall and global fanbases grow, live events—from streaming to sports—are becoming powerful engines in the new attention economy. #CAISSummit #alternativeinvestments #wealthmanagement

CAIS’ Judah Schulman, CAIA, Phillip Rollins, CFA, and Jason R. Sforza are joining Focus Financial Partners and industry leaders at the Focus Financial Fall 2025 Partners Meeting in Scottsdale, AZ, from November 17–19. Judah will participate in Focus’ panel, “Private Markets in Focus,” on Monday, November 17, at 3:20 pm MST, exploring the rise in investor demand for private-market exposure, trends and challenges shaping the space, and ways private equity, private credit, and real assets can be integrated into diversified portfolios. To hear more on alts, check out our podcast, CAIS Live Conversations: Building With Alternatives: https://lnkd.in/gyG93pMp

We’re excited to share that Marc Premselaar, Partner and Head of Capital Markets at CAIS, will moderate the Advisor Feedback Unfiltered panel at SPi USA 2025. This session will bring together experienced financial professionals for a candid conversation about how they navigate structured product distribution in today’s market. They'll also cover advisor perspectives on education, product design, and timing, while uncovering the factors that shape their decision-making. #SPiUSA2025 #structuredproducts #capitalmarkets

Speaking on the mainstage at the CAIS Summit, The Carlyle Group CEO Harvey Schwartz noted that private markets have never been more transparent. From how capital is committed to how performance is tracked, he shares why he believes data and discipline are redefining what investors expect from the private markets ecosystem. Listen to Harvey's full discussion with Barron's Andy Serwer on CAIS Live Conversations: Building With Alts: https://lnkd.in/g3dvgU2S #alternativeinvestments #wealthmanagement #financialadvisors #CAISSummit