By taking on more risk, opportunistic real estate investment strategies have the potential to generate high returns from properties that require major renovations and upgrades. In our introduction to opportunistic real estate, we outline the asset class’s main characteristics, opportunities, and risks. Read more here: https://lnkd.in/e_VsHWfK #realestate #alternativeinvestments #financialadvisors
CAIS
Financial Services
New York, New York 16,910 followers
Transforming the world of alternative investing.
About us
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source. As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help advisors deepen their knowledge and increase their confidence in alternative investment strategies. Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler. Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com. https://www.caisgroup.com/legal/social-media-disclaimer
- Website
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http://www.caisgroup.com
External link for CAIS
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Alternatives Investments, Capital Markets, Structured Solutions, Financial Technology, Outsourced Service Provider, and Wealth Management Focus
Locations
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Primary
527 Madison Ave
2nd Floor
New York, New York 10022, US
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9777 Wilshire Blvd
Suite #460
Beverly Hills, California 90212, US
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201 W 5th St
Suite #1100
Austin, Texas 78701, US
Employees at CAIS
Updates
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In just 40 days, from October 14-17, the CAIS Summit will bring together hundreds of premier independent advisors with leading alternative asset managers and bank issuers in Beverley Hills. We wanted to know: how can advisors make the most of their time at the CAIS Summit? Phillip Rollins, CFA, Director of Structured Investments at CAIS shares his views. Want to join your peers at the biggest alts wealth event of the year? Join the waitlist: https://lnkd.in/gitAm8SC
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From technology efficiencies to networking at in-person events, hear how Jon Adams, CFA, Chief Investment Officer at Calamos Wealth Management is leveraging CAIS. Interested in joining us for a CAIS Live in a city near you? View the full 2024 events schedule here: https://lnkd.in/dvWhbBfZ #CAISLive #alternatives #independentwealth
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How does CAIS integrate with your current processes? Hear what Cliff Demarest, MBA, CPWA from Consilium Wealth Advisory had to say when he joined us at a recent CAIS Live event. Interested in joining us in a city near you? View the full 2024 events schedule here: https://lnkd.in/dvWhbBfZ #CAISLive #alternatives #independentwealth
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What was the moment when you realized that a) alts will likely be a bigger part of financial markets and b) the wealth channel could be a large part of that equation? Our Managing Director and Head of the Investments Team, Neil Blundell, answered this question and more during his discussion on the Alt Goes Mainstream podcast with host Michael Sidgmore and Gregg Sommer, US Financial Intermediaries Leader at Mercer Investments. Listen here: https://lnkd.in/dt2KvS2r #alternativeinvesting #financialadvisors #wealthmanagement
🎙Mercer Investments' Gregg Sommer & CAIS' Neil Blundell - following the fast river of alts
altgoesmainstream.substack.com
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With 600+ premier independent advisors and 60+ asset managers and bank issuers coming together at the CAIS Summit in October, we wanted to know: What can advisors do prior to attending the Summit to make the most of it? Ivan Rella, Vice President - Alternative Investment Product Specialist at CAIS, shares his views. Want to join your peers at the biggest alts wealth event of the year? Join the waitlist: https://lnkd.in/e-9ymFfe
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We recently hosted David Stubbs, Managing Director and Senior Investment Strategist for the Americas within Private Wealth Solutions at Blackstone, and Alex Wright, Partner and Global Wealth Strategist at Apollo Global Management, Inc., to hear their views on the key performance indicators informing their market outlooks. #wealthmanagement #alternativeinvestments #financialadvisors
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What is the value of attending an event like CAIS Live? Hear what Tony Davidow, CIMA® from Franklin Templeton had to say when he joined us at a recent CAIS Live event. Interested in joining us in a city near you? View the full 2024 events schedule here: https://lnkd.in/dvWhbBfZ
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The stage is set for the independent wealth channel to unlock the world of alts. Don't miss your chance to hear from these speakers and more in less than eight weeks! Learn more or join the waitlist now: https://lnkd.in/gitAm8SC
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In our latest Insights post, our team discusses changing market conditions and trends that may be prompting regained interest in commercial real estate. Flip through to learn more and read the full piece here: https://lnkd.in/e9Z_GuyP #realestate #alternativeinvestments #financialadvisors