The New Era of Access

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.” David and Matt 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.

What the Future of Access Means for the Future of Alts

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 David and Brad discuss perspectives on how access has changed and what Brad believes might change in the future.

Trends in Structured Notes and How Advisors Can Learn More

The U.S. Structured Product Market has grown steadily over the past six years.Listen in as David asks Marc Premselaar, senior managing director of Capital Markets at CAIS about his perspective on how trends in the banking industry have influenced structured notes. Marc will also offer his advice on how you can learn more about structured notes if they are an unfamiliar investment opportunity to you.

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