Matt Brown, former financial advisor and now CEO of CAIS, an alternative investment platform for wealth managers, argues that traditional 60/40 portfolios are not delivering the returns clients are looking for. In the current market, the demand for alternative investments has increased, prompting advisors to seek more information about these investment options.
In this episode, David Armstrong talks with Brown about how the CAIS platform works to connect financial advisors with alternative asset managers and strategies that are right for their clients. Matt talks about the role of alternative investing within the current market and the importance of education as investing continues to grow.
David and Matt discuss:
- How CAIS provides connections to facilitate investment in options;
- Why alternative investments are growing in popularity among advisors and clients;
- the importance of education when advisors implement alternative investments; And
- The Role of Crypto and Blockchain Technology for CAIS.
