Historically, access to alternative investments was limited to select advisors and higher-wealth clients. Brad Walker, Chief Client and Product Development Officer at CAIS along with the other members of the organization have worked to level the playing field and connect the independent advisor community with fund managers, making alternative investments more accessible. Hear Brad offer his perspective on how access has changed and what he believes it might change in the future.
Brad Walker is Chief Client and Product Development Officer at CAIS. He oversees client management, product origination, product support, product distribution, and investment strategy. He also leads the firm’s enterprise relationships. Brad has more than 19 years of asset management and financial services experience. Prior to CAIS, Brad was the Director of Platform Distribution for Highbridge. Brad also worked at Morgan Stanley and Carlin Equities LLC. Brad received his BSBA from the University of Delaware. He holds FINRA Series 7, 24, 31, and 63 licenses.
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.
CAIS is the leading alternative investment platform for independent financial advisors who seek improved access to, and education about, alternative investment funds and products. For more information about CAIS, please visit www.caisgroup.com.