CAIS

Registered funds and private funds each have potential advantages and tradeoffs. As an advisor, which one do you prefer when allocating to alts? According to our third annual survey report, The State of Alternative Investments in Wealth Management, most advisors would more likely consider registered funds; however, more advisors with ultra-high-net-worth clients (whose assets exceed $50 million) favored private funds. Get details in the full report: https://lnkd.in/eX8b9gve #privatemarkets #liquidalts #wealthmanagement

This holiday season, the CAIS team came together for a heartwarming event during our recent offsite: a gift-wrapping session to support Foster Angels of Central Texas Foundation. CAIS proudly sponsored 40 amazing kids, ensuring they receive all the gifts they wished for. Giving back to our community is a core part of who we are at CAIS, and partnering with Foster Angels—a remarkable organization that uplifts children in foster care—was a truly meaningful experience for us all. To learn more about the impactful work Foster Angels does, visit: https://lnkd.in/eMbnYVYr Wishing all a safe and joyful holiday season!

Integrations with custodians, reporting providers, and fund administrators is the most valuable investment technology feature, 66% of advisors said in our third annual CAIS-Mercer survey. Do you also find integration with other firms valuable in alts investment tech? Get more results: https://lnkd.in/eWNQeV2v #wealthtech #fintech #wealthmanagement

Look back with us at some of the biggest moments from the 2024 CAIS Alternative Investment Summit, our marquee annual event where we hosted over 1,200 attendees. We can't wait to head back to Beverly Hills for our next CAIS Summit—October 13-16, 2025. Get more information on CAIS Summit and CAIS Live: https://lnkd.in/dvWhbBfZ

Meeting private equity allocation targets can be complex, but commitment pacing and vintage diversification strategies can help advisors manage capital calls and address return dispersion. In our latest insights piece, our team explores how financial advisors can approach private equity portfolio construction. Read here: https://lnkd.in/eiiapn24 #privateequity #wealthmanagement #portfoliomanagement

More than three-quarters of advisors are simplifying their approach to alts with model portfolios or planning to do so. Check out more findings from our latest advisor survey, The State of Alternative Investments in Wealth Management: https://lnkd.in/esr6Cv4C #modelportfolios #alternativeinvestments #financialadvisors

There’s always more to learn in the world of alts, and CAIS is here to support advisors in their educational journey. In his latest article, our Head of Marketing, Alex Cavalieri, shares how our integrated approach—combining online courses, webinars, live events, and personalized support—helps advisors stay ahead of the curve and more confidently engage with their clients. Read more: https://lnkd.in/e4bTc24b #financialadvisors #alternatives #wealthmanagement

At the 2024 CAIS Summit, Eldridge Industries Co-Founder, Chairman, and CEO Todd Boehly shared his views on the role of iconic global brands in the world of sports investing. "For us, it’s really all about brands. The bigger you can build the audience, the more valuable things can become." #CAISSummit #sports #investing

More than half of advisors rely on portfolio construction tools to guide their alternative investment strategies, according to our annual CAIS-Mercer survey. Is your toolkit up to the task? Explore the report: https://lnkd.in/eX7xPJZR #portfolioconstruction #alternativeinvestments #wealthmanagement

To cap off an incredibly impactful year with our CAIS Live and Summit event series, we are excited to announce that last week, CAIS was recognized as a ThinkAdvisor Luminary Fintech winner in the thought leadership and education category for our events. A testament to all the hard work from our dedicated team—check out all the award winners here: https://lnkd.in/dDGqmHYb #fintech #CAISLive #CAISSummit