For a long time, access to leading alternative asset managers was reserved for the largest institutions, leaving financial advisors and their clients on the sidelines. Today, technology is changing the game, allowing advisors access to leveling the playing field. CAIS Founder and CEO Matt Brown believes we’re in the first inning of “a new era of access.” He’ll discuss the trends driving this shift, look ahead to what’s next, and explain how alternatives can provide advisors with a lasting competitive advantage and deliver the outcomes their clients expect.
Matt Brown is the Founder, CEO, and Chairman of CAIS. He has spent more than 30 years at the intersection of wealth management, alternative investments, and platform design. In 2009, Matt founded CAIS, the first truly open marketplace for alternative investments, where financial advisors and alternative asset managers can engage and transact directly on a massive scale.
Matt believes entrepreneurship is the major driver of economic and social change. He has spent the better part of two decades working with Endeavor, the world’s leading organization for high-impact entrepreneurs. During his tenure, he had the opportunity to mentor dozens of entrepreneurs from locations around the world, including Africa, Latin America, and the Middle East. Matt is honored to have been on Endeavor’s South African and Turkish Boards, which ultimately led to a position on the Global Board of Directors. This experience deepened his belief that helping entrepreneurs build and scale their businesses promotes economic growth and prosperity. It is his personal mission to ensure that anyone with a dream, and the drive to achieve it, has an equal opportunity to make it happen.
David Armstrong is the Editor-in-Chief and Executive Director of content for Informa’s Wealthmanagement.com, a leading information portal for financial advisors. He’s a longtime business journalist who spent 10 years at Forbes magazine and previously held reporting positions at Foxnews.com and McGraw-Hill. He is a graduate of the University of Wisconsin-Madison.