CAIS

As the summer winds down, we're proud to recognize our 2025 interns and the impact they’ve made at CAIS over the past ten weeks. They’ve connected with mentors, collaborated across teams, and most recently, teamed up to present thoughtful projects tied to strategic initiatives. Their final presentations demonstrated not just what they learned, but how they applied it to finding real solutions. Thank you to our interns for your curiosity, energy, and contributions—we can’t wait to see what comes next for each of you.

Today, we're excited to announce the launch of the Solactive CAIS Private Credit BDC Index (CAISCRED), developed through CAIS Advisors in partnership with Solactive, a leading global index provider. This first-of-its-kind index delivers a transparent, rules-based benchmark for private credit exposure, specifically focused on perpetual non-traded Business Development Companies (BDCs). Read the full release: https://lnkd.in/gBgnWijF ______________________________________________________ CAIS Advisors is an SEC-registered investment adviser. Information about CAIS Advisors is described in its Form ADV Part 2, which is available by visiting the Investment Adviser Public Disclosure: https://lnkd.in/gCyQ8YxX

During our recent Future of the RIA Business Model webinar, Marty Bicknell, President and CEO of Mariner, shared how his firm approaches growth. When evaluating acquisitions, Mariner prioritizes the quality of talent—not just enterprise value or earnings. Marty emphasized that attracting the right people can be foundational to long-term success. He also noted that retaining talent requires a purposeful approach to culture, shaped from the bottom up. Log in to the CAIS platform or sign up here to watch the full replay and access more insights: https://lnkd.in/gpS3SnGF

Last week, we welcomed over 50 advisors from Signature Estate & Investment Advisors, LLC to CAIS Live in Santa Barbara for two impactful days around alternative and structured investments alongside leading asset managers and bank issuers.   Sessions addressed evolving approaches to alts portfolio construction, the future of structured investments, and enhancing the advisor experience. Our thanks to the speakers, moderators, and advisors who contributed to this exchange of insights.   #CAISLive #alternativeinvestments #structuredinvestments

Diversification within private debt doesn’t stop at the asset class level. Advisors can now tailor allocations by capital stack, borrower size, credit quality, and more while aiming to align portfolios with income goals and market conditions. Explore the dimensions of diversification available in today’s private credit landscape: https://lnkd.in/gXFeMS4X #privatedebt #diversification #financialadvisors

Now streaming: a major moment in wealth management. In this new episode of CAIS Live Conversations: Building With Alts, Matt Brown, Founder and CEO of CAIS, and David Chubak, Head of Wealth Management and Field Management at Edward Jones, sat down to talk about their partnership, scaling advisor education, and the future of portfolio personalization. Listen now: https://lnkd.in/g7egFhk9

We asked Aaron Hodari, CFP®, CIMA®, Managing Director at Schechter, how does CAIS help expand access to alternative investments? He pointed to the value of operational efficiency, streamlined processes, and a reliable partner that helps reduce friction across the investment lifecycle. For over a decade, Schechter has made alternatives a core part of their approach, and technology has helped power that evolution. Watch to see how working with CAIS is helping advisory firms modernize their alts strategy. #OneQuestion #wealthmanagement #independentwealth

Last week, CAIS Live | Edward Jones brought together over 60 financial advisors and asset managers in New York City for an exclusive two-day event focused on innovation, education, and meaningful connections. Industry leaders explored topics ranging from private market opportunities to strategic portfolio construction, sharing timely insights designed to help advisors navigate the evolving alternative investment landscape. Thank you to all our speakers, moderators, and partners for your valuable contributions and collaboration. #CAISLive #wealthmanagement #financialadvisors

William J. Rollinson, CIMA®, Principal and Executive Vice President at Capital Advisers, Inc., shares how they leverage CAIS in their business.   Hear from Will about how CAIS' platform capabilities support Capital Advisers’ use of private markets and structured investments. #wealthmanagement #alternativeinvestments #structuredinvestments

Persistent inflation, shifting trade policy, and rising geopolitical risk are reshaping the global investment landscape. How can advisors adapt in the face of these macro pressures? Join CAIS today at 4 pm ET for a live webinar with Blue Owl Capital's Marc Lipschultz and KKR’s Henry McVey as they share their mid-year outlooks, offering their views on potential risks and opportunities across private markets. Register now: https://lnkd.in/g_ztZZ9q #alternativeinvestments #marketoutlook #financialadvisors