More than half of financial advisors who responded to the latest CAIS-Mercer survey now rely on portfolio construction tools to simplify decision making when building portfolios. Read the recent Insights piece by Neil Blundell to learn more. Read now:

In our latest white paper, Neil Blundell, Linge Sun, and Nicholas Reade from the CAIS investment team and CAIS strategic advisor Duy Nguyen discuss valuation environments for public and private markets. Read the full piece here: #alternativeinvestments

Neil Blundell, Head of Investments and Chief Investment Officer of CAIS Advisors, and Gregg Sommer, US Financial Intermediaries Leader at Mercer Investments, join the latest episode of CAIS Conversations: Building With Alts. Tune in:

Mark your calendars—CAIS Live 2025 may be coming to a city near you! This exclusive event series is designed for independent advisors to gain insights, build connections, and explore the growing world of alternative investments. Learn more:

Listen to our second episode of CAIS Conversations: Building With Alts with Robert F. Smith, Founder, Chairman, and CEO of Vista Equity Partners as he speaks about how Vista works with portfolio companies. Click here to listen in: #privateequity

In the first episode of CAIS Conversations: Building With Alts, Marty Bicknell, CEO of Mariner Wealth Advisors spoke to host Alex Cavalieri, CAIS Chief Marketing Officer, about his roots in the business and plans for the future. Listen in:

A new episode of CAIS Conversations: Building With Alts gives a window into how the democratization of alternatives has changed the game for Schechter. Listen to Aaron Hodari, Schechter Chief Investment Officer. Listen now:

Understanding the potential impact of valuations across asset classes may help financial advisors make better informed allocations. Our white paper discusses valuation methods for public equity, private equity, private credit, and private real estate.

Big Ideas. In-Depth Conversations. CAIS Live Conversations: Building With Alts is here. ✔️ Dive into the evolving world of alternative investments ✔️ Hear from leaders across the alts ecosystem ✔️ Stay ahead in a rapidly changing industry Listen now:

Join us for a webinar today as Joe Zidle, Chief Investment Strategist at Blackstone, and Sean Connor, President and CEO of Global Private Wealth at Blue Owl, discuss their views on key macroeconomic themes shaping global markets in 2025. Register now:

The 2025 CAIS Live events schedule is here. Our nationwide in-person series is tailored exclusively for independent financial advisors and will be coming to your region soon. Learn more:

During the 2024 CAIS Summit, Head of Investments and Chief Investment Officer of CAIS Advisors, Neil Blundell, joined The Wall Street Skinny podcast to discuss the latest fintech innovations shaping alternative investments and wealth management. Listen:

In this episode, Marty Bicknell, CEO of Mariner, talks to host Alex Cavalieri, CAIS Head of Marketing, about choosing the fiduciary model, incorporating alternatives into portfolios, and how alts are leveling the playing field across channels. Listen now:

We look forward to Orion Ascent in Orlando, Florida. On Feb. 5, Warren Seubel, Managing Director of CAIS Solutions, will share his views during the panel discussion and visit us at booth #200 to meet Nick Weaver, Director of CAIS Solutions, and Brian Cassidy, Product Specialist.

The latest episode of CAIS Conversations: Building With Alts is live. Join Alex Cavalieri, CAIS Head of Marketing, as he sits down with Aaron Hodari, Chief Investment Officer at Schechter. Don’t miss this must-listen episode: #alternativeinvestments

Markets are entering 2025 with a mix of challenges and opportunities. Don’t miss the chance to hear from Joe Zidle, Chief Investment Strategist at Blackstone and Sean Connor, President and CEO of Global Private Wealth at Blue Owl. Secure your spot today:

We’re excited to share that Jim Cockerill, Stef Del Valle, and Alex Falk from CAIS will be participating in the D.A. Davidson Wealth Planning Summit January 29-31 in San Diego, CA. Alex will deliver a presentation, "CAIS Your One Alts Platform."

ICYMI: Introducing our new podcast, CAIS Live Conversations: Building With Alts. It dives into individual journeys and big ideas shaping wealth management and alternative investing. Listen now: #financialadvisors #wealthmanagement

CAIS is proud to sponsor and attend the Mariner 2025 National Advisor Meeting in Grapevine, Texas. Stop by the CAIS booth #10 to connect with Marc Premselaar, Judah Schulman, and Patrick Schule about how CAIS can help with access to alternatives and structured investments.