CAIS
CAIS Announces Inaugural Alternative Investment Summit for Independent Financial Advisors April 25, 2022

CAIS Announces Inaugural Alternative Investment Summit for Independent Financial Advisors

CAIS Announces Inaugural Alternative Investment Summit for Independent Financial Advisors April 19, 2022 | CAIS CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of its inaugural annual summit which will take place October 17 to 19, 2022 at the Beverly Hilton in Los Angeles, California. Apollo Chair Jay Clayton,…
The Potential Opportunity in Market Volatility April 21, 2022

The Potential Opportunity in Market Volatility

The Potential Opportunity in Market Volatility April 6, 2022 | Nic Millikan | CAIS For the past decade, we’ve experienced an environment that many consider to be of low inflation and easy monetary policy, while the domestic stock markets recorded the longest bull market in history.1  Then came 2020 and the pandemic induced sell-off in global…
CAIS Announces $100 Million Investment from Reverence Capital Partners April 21, 2022

CAIS Announces $100 Million Investment from Reverence Capital Partners

CAIS Announces $100 Million Investment from Reverence Capital Partners April 6, 2022 | CAIS CAIS, the leading alternative investment platform, today announced a $100 million investment from Reverence Capital Partners. The raise is a continuation of the Company’s $225 million round in January, led by Apollo, Motive Partners, and Franklin Templeton which resulted in CAIS’…
Seeking to Diversify Systematic Risk with Global Macro March 29, 2022

Seeking to Diversify Systematic Risk with Global Macro

Seeking to Diversify Systematic Risk with Global Macro March 21, 2022 | Nic Millikan & Nicholas Reade | CAIS Last week, the U.S. Federal Reserve (Fed) took the broadly expected step of raising interest rates for the first time since 2018 to attempt to rein in rampant inflation. The 25-basis point (bps) hike, while small,…
CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation January 12, 2022

CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation

CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation January 11, 2022 | Business Wire CAIS, the leading alternative investment platform, today announced a $225 million round of funding led by Apollo (NYSE: APO) and Motive Partners ("Motive"), with additional investment from Franklin Templeton (NYSE: BEN), which values…
CAIS appoints Head of Data November 17, 2021

CAIS appoints Head of Data

CAIS appoints Head of Data November 16, 2021 | Hedgeweek Alternative investment platform CAIS has appointed George Davies, PhD, as its new Head of Data. Based in the Company’s New York office, Davies will report to Shane Williams, Chief Technology Officer. “We are delighted to welcome George to this newly created position,” says Williams. “George’s…
CAIS Expands Independent Broker Dealer Relationships with Alts Education October 7, 2021

CAIS Expands Independent Broker Dealer Relationships with Alts Education

CAIS Expands Independent Broker Dealer Relationships with Alts Education September 28, 2021 | Business Wire CAIS Expands Independent Broker Dealer Relationships with Alts Education CAIS IQ empowers financial advisors and home offices with personalized alternative investment education, insights, and data analytics CAIS, the leading alternative investment platform, today announced CAIS IQ is supporting independent broker…

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