Empowering Advisors in the Era of Alternative Investments with Matt Brown

Alternative investments have emerged as a promising avenue for diversification and tapping into new sources of potential returns. However, despite the growing interest in alternative investments, a significant knowledge gap exists among financial advisors, hindering their ability to guide their clients effectively.

In this episode, George and Ryan talk with Matt Brown, Founder, CEO, and Chairman of CAIS. Matt has spent more than 30 years at the intersection of wealth management, alternative investments, and platform design. In 2009, he founded CAIS, the first open marketplace for alternative investments, where financial advisors and alternative asset managers can engage and transact directly on a massive scale.

A FinTech leader transforming the world of alternative investing, Matt talks about how CAIS fills the knowledge gap among advisors about alternative investments. He also speaks about the future of FinTech and how advisors are currently utilizing their tech stack.

Key Takeaways