Shows
CAIS Live Conversations, Building With AltsDavid Chubak & Matt Brown on Expanding Access and Redefining Advice (EP. 17)Edward Jones is reimagining the future of wealth management, starting with personalization, access, and trusted relationships. In this episode, David Chubak, Head of Wealth Management at Edward Jones, and Matt Brown, Founder and CEO of CAIS, join host Alex Cavalieri to discuss their groundbreaking partnership, the Generations program, and why alternative investments are becoming central to the advisor-client experience. From product innovation to advisor intelligence, this is a roadmap for a new era of wealth management. Chapter 1: The Edward Jones Generations Vision (00:00 – 05:15) Chapter 2: Advisor Empowerment & Industry Access Trends (05:16 – 13:45) Chapter 3: Convergence of Public & Private Markets (13:46 – 22:50) Chapter...
2025-08-0550 min
Closing BellClosing Bell: Has the Turbulence Run Its Course? 4/15/25Trivariate’s Adam Parker, American Century Investments’ Mike Rode and JP Morgan Asset Management’s Jordan Jackson weigh in on today’s market action and map out where they see stocks headed from here. Plus, Ankur Crawford from Alger highlights the stocks she is betting on amid all of the tariff uncertainty. And, Cais founder Matt Brown discusses alternative investments.
2025-04-1543 min
NextWave Private EquityHow tech is unlocking the private wealth opportunity for Private Equity In this episode on the NextWave Private Equity Podcast, Matt Brown Founder, CEO and Chairman of CAIS, joins Bridget Walsh to discuss how technology can unlock private wealth for private equity. Technology is revolutionizing the private wealth market, enabling independent advisors to access alternative investments and compete with larger firms. Founder, CEO and Chairman of CAIS, Matt Brown, shares his platform's role in streamlining the investment process and the importance of education in advisor empowerment. Listen to the discussion for insights about the future of private equity and the growing opportunities for asset managers in a market ri...
2024-09-1913 min
The Bruin Pod w/ Knoeckel & WeissThe Bruin Pod w/ Knoeckel & Weiss - Episode 2 Guest Tufanua Ionatana“TI”Umu~CaisJoin us for week 2 as we talk about the first home football game, spirit night, school nuances and much more as we are joined by all around good human junior, Tufanua Ionatana“TI”Umu~Cais.Episodes will be released every Friday.
2024-09-1325 min
The Diamond Podcast for Financial AdvisorsDemocratizing Wealth Management: How the Founder of $6T CAIS Helped Drive Growth in the Alts SpaceMatt Brown discusses the founding of CAIS and his vision to democratize alternatives (alts) investing and open up access to firms of all sizes. He shares how technology helped transform the independent space and provides an extraordinary growth engine for firms. Plus, he offers his thoughts in the inaugural Founder’s Blueprint segment.
2024-08-0157 min
Alternative Allocations with Tony DavidowDemocratizing Alternative Investments with Guest Matt Brown, CAISIn episode 10 of the Alternative Allocations podcast series, Tony and Matt Brown of CAIS share their enthusiasm for alternative asset classes and strategies and discuss the evolution of the alternative investment landscape. With product innovation and further demand for access, the need for world class managers becomes ever more important to continue to provide opportunities to more and more advisors. Matt Brown is the Founder, CEO, and Chairman of CAIS. He has spent over 30 years at the intersection of wealth management, alternative investments, and platform design. He began his career as a financial advisor at Shearson Lehman B...
2024-05-0720 min
Orion's The Weighing MachineMatt Brown of CAIS - Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the MarketToday Rusty & Robyn are joined by Matt Brown, Founder and CEO 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 op...
2024-04-1633 min
Money Maze PodcastPrivate Markets Miniseries: Season 2 HighlightsIn today’s episode, the Money Maze Podcast takes a short trip back to 2023 to revisit our Second Private Markets Series.
We shared fascinating conversations with guests from the likes of TPG, Tikehau Capital, Nasdaq Private Market, CAIS, and IFM Investors.
In case you missed those episodes, we have compiled together some of the highlights from those episodes, including David Neal of IFM Investors on why infrastructure ‘feels like almost the perfect institutional asset class’ and Matt Brown of CAIS on how technology is bridging the gap between financial advisors and alternative asset managers.
We also...
2024-02-2942 min
The HPScastMatt Brown - Founder & CEO of CAISThis week host Colbert Cannon sits down with Matt Brown, founder and CEO of CAIS, a fintech platform that connects independent financial advisors with experienced alternative asset managers. We talk about Matt’s career evolution, from his early days at Shearson Lehman Brothers to founding private equity firm Brown Simpson, to spending over 20 years mentoring high impact entrepreneurs at Endeavor. Then, Matt shares how he built CAIS from the ground up to now serve 30,000 financial advisors representing roughly $4 trillion in investable capital. And we hear how CAIS is leveraging its data to build more robust insights for users to ma...
2023-10-0423 min
Money Maze PodcastHow Technology is Accelerating & Democratising Private Markets – With Matt Brown, CEO & Founder of CAISIn this conversation we discuss both the changing nature of demand for alternative assets as well as their supply. Matt explains how CAIS is creating the bridge between the alternative investment firms and the wealth management community, whose portfolio allocations to these investments are a fraction of their institutional counterparts.
Matt discusses the size of the market opportunity, how technology is enabling this rapid transition, and helping solve the problem of unequal access to alternatives.
He talks about branding within this space, competition, regulation and how Mercers are providing core due diligence to introduce independence to...
2023-09-1244 min
Audibly Legible"Democratizing Access to Alternative Investments: A Conversation with Matt BrownSummary of an interview with Matt Brown, the founder of CAIS, conducted by John Darcy of SALT, focusing on Brown's 30-year career in finance and investment. It also discusses the foundation of CAIS, which democratizes alternative investments and aids in expanding accessibility to independent wealth advisors and financial advisors
2023-08-0404 min
The Fuse ShowEmpowering Advisors in the Era of Alternative Investments with Matt BrownAlternative 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 d...
2023-06-1338 min
Bloomberg IntelligenceInterviews from INSITE (Podcast)Noam Tasch, Head of Partnerships and Revenue at Pershing X, joins to discuss the Pershing X platform and talks about some of the new partnerships for the PX platform, some of which will be announced at INSITE. He joins us from the INISTE Conference in Orlando. Tonia Bottoms, Managing Director and Senior Managing Counsel for BNY Mellon; Diversity & Inclusion (D&I) Advocate for Pershing, joins to discuss diversity and inclusion in financial services, steps to improve it, and outlook for the industry. He joins us from the INSITE conference. Matt Brown, founder and CEO of CAIS, joins to discuss...
2023-06-0638 min
Between Now and Success{Alts} The Case for Alternative Investments with Matt BrownShould you allocate to alternative investments? For decades, advisors to the wealthiest strata of investors offered offered access to investments beyond the traditional stocks, bonds, and real estate. And for decades, there were significant barriers to entry in the alternative space that made it difficult for independent advisors to access the best money managers in the alt space. That’s now changed. Firms like CAIS have democratized access to some of the best money managers available and streamlined what has historically been a time-consuming process to “complete the paperwork” when using alternative managers. In today’s...
2022-10-0645 min
Capital Allocators – Inside the Institutional Investment IndustryMatt Brown – Tidal Wave of Capital for Alternatives from RetailMatt Brown is the CEO of CAIS, the leading investment platform that connects independent financial advisors with managers in alternative strategies. Matt was a guest on the show last year discussing his path and the business, and that conversation is replayed in the feed. Since that time, CAIS and the broader movement of private wealth into alternatives have accelerated rapidly. I caught up with Matt to get his perspective on the tidal wave of capital coming into the space ahead of CAIS’ inaugural Alternative Investment Summit, a three-day event bringing together senior leaders from the alternative asset management and indepen...
2022-09-2641 minCapital Allocators – Inside the Institutional Investment Industry[REPLAY] Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)Matt Brown is the Founder CEO of CAIS, a leading alternative investment platform on which thousands of financial advisors have invested over $12 billion in alternatives across private equity, private credit, hedge funds, and real estate. Our conversation covers Matt’s background as both a financial advisor and distributor of alternatives that collectively led to the idea behind CAIS. We discuss the development of a two-sided platform, structural features for both financial advisors and managers, and challenges along the way. We then turn to the wave of capital coming from this community and what it means for investors. Lastly, we dis...
2022-09-2645 min
Growth Investor with GrowthCap‘s RJ LumbaEmpowering Financial Advisors Everywhere: CAIS Founder and CEO Matt BrownIn this episode, we speak with Matt Brown, Founder, CEO and Chairman of CAIS, the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products.
CAIS is backed by Apollo, Franklin Templeton, and Motive Partners, among others.
Matt has spent over 30 years at the intersection of wealth management, alternative investments, and platform design. He began his career as a financial advisor at Shearson Lehman Brothers and Smith Barney.
I am your host RJ Lumba. We hope you enjoy the show.
2022-06-1218 min
The Investors First PodcastMatt Brown, CAIS: A Fintech Unicorn Democratizing Alternatives & Educating/Empowering Financial Advisors.Our guest today is Matt Brown. Matt is the Founder, CEO, and Chairman of CAIS. Found in 2009, CAIS, a fintech leader, empowers over 4,000+ unique advisor firms/teams who oversee more than $2T+ in network assets. Founded by a financial advisor, CAIS considers itself the first truly open marketplace for alternative investments, where financial advisors and asset managers can engage and transact directly. CAIS offers access to alternative strategies ranging from hedge funds to private equity/credit to real estate, digital assets, structured notes and more. CAIS is unique in that all funds on the platform undergo Mercer’s due di...
2022-03-0351 min
Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief19. CAIS’s Matt Brown on Connecting Advisors to Alternative Investment ManagersTraditional 60/40 portfolios are not delivering the returns clients are looking for, argues Matt Brown, a former financial advisor and now CEO of CAIS, an alternatives investment platform for wealth managers. In the current market, alternative investing has increased in demand, prompting advisors to look for more information on these investment options. In this episode, … Read More Read More
2022-01-3133 min
Motive Partners107 - Matt Brown, Founder and CEO at CAISBlythe Masters, Founding Partner at Motive Partners, talks to Matt Brown, Founder and CEO at CAIS, following the recently announced investment from Motive Partners and Apollo Global Management into the company.CAIS is a leading alternative investment platform for financial advisors who seek improved access to, and education about, alternative investment funds and products. ---The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk a...
2022-01-2117 min
Power Your AdviceEpisode 64 – Leading With Learning – With Matt BrownMatt Brown is the founder, chairman & chief executive officer at CAIS, the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. Doug and Matt sat down at the MarketCounsel Summit and talked about how CAIS has evolved over the years and how they … Continue reading Episode 64 – Leading With Learning – With Matt Brown →
2021-12-2116 min
SALT TalksThe Future of Private Markets with David Rubenstein & Jeff Blau | #𝐒𝐀𝐋𝐓𝐍𝐘The Future of Private Markets with David Rubenstein, Co-Founder & Co-Chairman, The Carlyle Group. Jeff Blau, Chief Executive Officer & Partner, Related Companies.Moderated by Matt Brown, Founder, Chief Executive Officer & Chairman, CAIS.—————————————————————— Watch this video on YouTube: https://www.youtube.com/c/SALTTube/videosFor podcast transcripts and show notes, visit https://salt.org/salt-ny-librarySALT New York is a global thought leadership and networking forum at the intersection of finance, technology and public policy. Over the course of three days, leading investors, creators and thinkers will take the stage in support of SALT’s mission: empowering big
2021-10-1737 minCapital Allocators – Inside the Institutional Investment IndustryMatt Brown – Democratization of Alternatives at CAISMatt Brown is the Founder CEO of CAIS, a leading alternative investment platform on which thousands of financial advisors have invested over $12 billion in alternatives across private equity, private credit, hedge funds, and real estate. Our conversation covers Matt’s background as both a financial advisor and distributor of alternatives that collectively led to the idea behind CAIS. We discuss the development of a two-sided platform, structural features for both financial advisors and managers, and challenges along the way. We then turn to the wave of capital coming from this community and what it means for investors. Lastly, we dis...
2021-10-1145 min
SALT TalksThe Future of Alts: Access for All | #𝐒𝐀𝐋𝐓𝐍𝐘The Future of Alts: Access for All with Kelly Rodriques, Founder & Chief Executive Officer, Forge. Milind Mehere, Founder & Chief Executive Officer, YieldStreet. Asiff Hirji, President, Figure.Moderated by Matt Brown, Founder, Chief Executive Officer & Chairman, CAIS.—————————————————————— Watch this video on YouTube: https://www.youtube.com/c/SALTTube/videosFor podcast transcripts and show notes, visit https://salt.org/salt-ny-librarySALT New York is a global thought leadership and networking forum at the intersection of finance, technology and public policy. Over the course of three days, leading investors, creators and thinkers will take the stage in support of SA...
2021-10-0947 min
SALT TalksMatt Brown: Alternative Investments for All | SALT Talks #253Matt Brown is the Founder, CEO, and Chairman of CAIS. He has spent over 30 years at the intersection of wealth management, alternative investments, and platform design. He began his career as a financial advisor at Shearson Lehman Brothers and Smith Barney. In 2009, Matt founded CAIS, the first truly open marketplace for alternative investments, where financial advisors and asset managers can engage and transact directly on a massive scale. Financial advisors, the professionals we designate to oversee our economic futures, do not have the same access to alternative investments in comparison to large institutions. CAIS is changing that. Matt believes...
2021-09-0840 min