CAIS

BlackRock’s Jonathan Diorio sees model portfolios as more than an investment tool. When the portfolio runs more efficiently, advisors can go deeper on the relationship side: estate planning, tax needs, client priorities. Listen to the full episode: https://lnkd.in/evQwkHNe #alternativeinvestments #wealthmanagement #financialadvisors

Training and running AI takes a vast physical footprint: data centers, the land they sit on, the power that feeds them, the transmission to move it. That demand is starting to show up in how those assets get financed, with data centers increasingly funded by infrastructure managers. Learn more about HALO strategies in our recent piece: https://lnkd.in/eiC_96W3 #HALO #artificialintelligence #infrastructure

For Marc Premselaar, Head of CAIS Capital Markets, education isn’t optional when it comes to structured ETFs. He shares why he thinks getting advisor education right is critical and what he believes could go wrong if it’s overlooked. Watch now and catch the full episode with REX Shares’ Scott Acheychek here: https://lnkd.in/eShQywcm #ETFs #financialadvisor #wealthmanagement

Inspira Financial is now integrated with CAIS. CAIS connects over 62,000 independent advisors to alternative investments. Inspira provides the specialized custody and retirement account administration to make those investments work in client accounts. Together, we are helping advisors move from alternative investment access to execution. 🔗Read more: https://ow.ly/Z1Eg50ZrleX

Illiquidity is often seen as a downside. The data suggests advisors may not agree. End-investor sentiment gathered by KKR in a recent survey suggests advisors may be more comfortable with long-term, illiquid allocations than commonly assumed. CAIS and KKR explore what that means for how we educate and implement. Explore our recently published paper: https://lnkd.in/eJ2XRbtx #alternativeinvestments #wealthmanagement #financialadvisor

Join CAIS today at 2 pm ET for a timely discussion exploring the current macro environment and what it may mean for portfolio construction across alternative asset classes. Don't miss out, register now: https://lnkd.in/eqE_nfHJ Featured speakers: 🔈 Elizabeth Burton, Chief Strategist, Fortress Investment Group 🔈 Dan Murphy, Managing Director and Head of Portfolio Allocation, The Carlyle Group #alternativeinvestments #privatemarkets #financialadvisors

Structured notes are sometimes described as complex, but are they just misunderstood? In this episode of CAIS Live Conversations: Building With Alts, Jerry Verseput CFP® of VERIPAX WEALTH MANAGEMENT, LLC shares why he views these strategies differently. He discusses how tools long used by institutions are now being applied to help support portfolio construction. Hear more from Jerry: https://lnkd.in/eXwtzrDd

Infrastructure was the fastest-growing major private markets category over the past five years.  North American private fundraising overall remains below its 2021–2022 peak, but infrastructure compounded at nearly 14% a year through 2025, well ahead of private equity, private debt, and real estate over the same span.   One question worth asking: what’s pulling capital toward hard assets, and how durable are the flows?  Read more: https://lnkd.in/ejxQEbrk #HALO #privatemarkets #infrastructure 

We’re excited to share that we have joined the CAIS platform, expanding access to our core middle market private credit capabilities for financial advisors and their high-net-worth clients. Investors are increasingly looking to diversify beyond large, crowded managers. As one of the longest-tenured private credit managers, we bring a specialized focus on the core middle market, disciplined underwriting, and experience investing through multiple market cycles since 2007. Joining CAIS marks an important step in expanding our private wealth business and delivering differentiated private credit solutions designed to provide income, diversification, and downside protection. Read more in the full release: https://lnkd.in/gVxgbfGx #PennantPark #DirectLending #CoreMiddleMarket #YourCoreMiddleMarketPartner #AssetAllocation

Join CAIS on July 20 at 2 pm ET for our Mid-Year Alternative Investments Outlook, featuring Elizabeth Burton, Chief Strategist at Fortress Investment Group, and Dan Murphy, Managing Director and Head of Portfolio Allocation at The Carlyle Group. Register here: https://lnkd.in/eNxf8Q5y Elizabeth and Dan will share their views on: ✔️ The evolving macro environment ✔️ Capital markets activity ✔️ Developments across private markets ✔️ Diversification and portfolio construction considerations #alternativeinvestments #privatemarkets #wealthmanagement