CAIS

What may be driving the recent increase in growth equity deals? We considered the confluence of high-growth companies, minority stakes, and the strategy’s positioning between venture capital and buyouts. Read our latest article on growth equity to learn more. Access the article here: https://lnkd.in/eDMTY4pg #wealthmanagement #privateequity #alternativeinvestments

CAIS recently published a white paper that outlines various asset valuation methods and tests the “reversion to mean” principle applied to public and private markets. Read the full piece here: https://lnkd.in/eqZpuC3x #assetmanagement #alternativeinvestments #wealthmanagement

What were the most popular alternative asset classes among advisors we surveyed in our annual CAIS-Mercer survey? Flip through the slideshow below to find out and view the full report here: https://lnkd.in/ec-FdW_Q #privateequity #privatecredit #realestate

CAIS is proud to be named one of BuiltIn’s Best Places to Work in 2025! We’re honored to be recognized in: ✔️ 100 Best Midsize Places to Work in Austin ✔️ 100 Best Places to Work in Austin ✔️ 100 Best Midsize Places to Work in NYC These awards come on the heels of our new office opening in Austin—an exciting moment for our firm as we continue to expand our incredible team and thriving culture. Check out all the 2025 winners here: https://lnkd.in/eb7r37VB #BPTW2025 #2025BUILTINBEST

Is growth equity having a moment? Making up 23% of private equity deals in the first half of 2024, according to Pitchbook, it's outpaced traditional leveraged buyouts. Discover potential drivers of interest in growth equity in our recent article. Read the full piece here: https://lnkd.in/eXrzbSnm #growthequity #privateequity #alternativeinvestments

In today’s dynamic market landscape, structured notes offer diverse potential opportunities for investors. Each type—growth, yield, and protection—can be tailored to different financial goals. Which type of structured note do you find most attractive right now? Share your insights in our poll below.

Half of advisors we surveyed allocate 10% or more of client portfolios to alternatives. This and other findings reveal advisor preferences in our report, The State of Alternative Investments in Wealth Management. Access survey insights: https://lnkd.in/epSCdU-2 #financialadvisors #portfolioconstruction #alternatives

From timely insights to foundational resources, this year was marked by our continued commitment to educating and empowering financial advisors. To celebrate, we've compiled some of our most popular articles on alternative investing from the past year. Revisit your favorites below. You can also explore all our Insights here: https://lnkd.in/eSejaniv Most Viewed on the CAIS Website: ✔️ An Introduction to Private Equity Buyout: https://lnkd.in/eG2PQgHk ✔️ An Introduction to GP Stakes: https://lnkd.in/ezUU_4xe ✔️ Evolving Drivers of Private Equity Value Creation: https://lnkd.in/eWB3Z-QM Most Clicked on Social Media: ✔️ An Introduction to Investing in Sports: https://lnkd.in/eQSzjDPg ✔️ Why Structured Investments Are Climbing in Popularity With Advisors: https://lnkd.in/eDMg-fbw ✔️ Embrace Alternatives Through Technology or Get Left Behind: https://lnkd.in/eiaZMV5U We look forward to being a resource for learning about alternative investments in 2025! #alternativeinvestments #financialadvisors #privateequity

This year’s achievements would not have been possible without the support of our CAIS community around the world. Our network inspires us daily as we continue innovating to improve the alternative investment experience for independent financial advisors. We wish you a very Happy New Year. We’re excited to reach new heights together in 2025!

As 2024 comes to a close, we reflect on an incredible year for CAIS Live, our nationwide alternative investment education program for independent financial advisors. Across cities like Atlanta, Boston, New York, Charlotte, Beverly Hills, and Seattle, we brought together over 1,400 advisors whose clients oversee more than $6 trillion in assets. Together, we explored the growing inclusion of alternatives and structured notes within portfolios, innovative strategies, and the technologies shaping the future of wealth management. Here are the 5 takeaways from our journey this year: ✔️ The inclusion of alternatives as a core portfolio component appears to be accelerating. ✔️ Education remains a cornerstone of integrating alternatives—helping advisors inform their clients about risks, liquidity, and diversification. ✔️ Technology can be helpful for streamlining alternative investment processes, with all-in-one platforms simplifying the lifecycle. ✔️ Structural innovations in funds and investments are making alternatives more accessible to a broader audience. ✔️ Asset classes such as private credit and private equity, and thematic offerings, continue to offer potential growth and diversification opportunities. Thank you to the advisors, asset managers, and thought leaders who made CAIS Live so impactful. We’re just getting started—here’s to taking the next step in 2025!