CAIS

CAIS's Founding and Headquarters

Founded in 2009, CAIS is headquartered in New York City, one of the world's leading financial hubs. This strategic location enables CAIS to be at the epicenter of financial innovation and to maintain close relationships with key players in the industry. The company also boasts global offices, facilitating its international reach and allowing it to serve a diverse range of clients worldwide. Being based in NYC not only provides CAIS with access to a vast talent pool but also places it at the forefront of the latest trends and developments in finance.

CAIS's Platform and Services

CAIS offers a sophisticated platform that connects independent financial advisors with leading alternative asset managers. The platform facilitates transactions in a variety of alternative investments, including hedge funds, private equity, private debt, real estate, and infrastructure. This connectivity is designed to streamline the investment process, making it easier for advisors to diversify their clients' portfolios with high-quality alternative assets. Additionally, CAIS provides educational resources and operational tools for financial advisors through CAIS IQ, ensuring that advisors are well-equipped to navigate the complex landscape of alternative investments.

CAIS IQ and Educational Resources

CAIS IQ is a comprehensive educational platform designed to enhance the knowledge and skills of financial advisors. Through this platform, CAIS offers a range of resources, including courses, webinars, and certifications, aimed at deepening advisors' understanding of alternative investments. The educational tools provided by CAIS IQ empower advisors to make informed investment decisions and to better serve their clients. This commitment to education underscores CAIS's dedication to elevating the standards of financial advisory services and ensuring that advisors are well-prepared to meet the demands of their clients.

CAIS Marketplace and Independent Review

All funds listed on the CAIS Marketplace undergo an independent review by Mercer, a global leader in investment consulting. This rigorous review process ensures that only high-quality investment opportunities are available on the platform, providing advisors with a curated selection of vetted funds. The partnership with Mercer adds a layer of credibility and trust, as advisors can be confident that the investments they are recommending have been thoroughly evaluated by an independent, reputable firm. This focus on quality and transparency sets CAIS apart in the alternative investment space.

CAIS Alternative Investment Summit

The CAIS Alternative Investment Summit is an annual industry event that brings together financial advisors, asset managers, and industry experts to discuss the latest trends and developments in alternative investments. This event provides a platform for networking, knowledge sharing, and collaboration, fostering a community of professionals dedicated to advancing the field of alternative investments. Attendees have the opportunity to gain insights from thought leaders, participate in panel discussions, and explore new investment opportunities. The Summit is a testament to CAIS's role as a thought leader and innovator in the industry.