Over the last decade, direct lending strategies, in aggregate, have steadily delivered income and maintained low correlation to traditional fixed income, even during periods of volatility. Read our new white paper, coauthored with Blue Owl, to learn more.

Stay ahead of structured note maturities with the new roll functionality on the CAIS platform. Advisors can now actively manage expiring structured notes by rolling positions into one or more new products. Not yet using CAIS? Sign up today:

What do next gen investors want from their portfolios?. Shannon Saccocia of Neuberger Berman explains how she believes the new generation is approach investing, innovation, and private markets in this episode of CAIS Live Conversations. Listen here:

Six in 10 alts managers surveyed expect advisor allocations to alternatives to reach 6–10% by 2026. Nearly one in four managers believe allocations will exceed 10%. Download the 2025 CAIS Alternative Asset Manager Survey report:

In our Future of the RIA Business Model webinar, Jimmy Zhao, Partner at McKinsey & Company, shared insights on how client expectations are evolving. Learn how the CAIS platform seeks to support advisors with the tools to meet evolving client needs:

Now streaming: Glenn August joins the CAIS Live Conversations podcast to share his views on the evolution of the asset class. From capital markets history to product innovation, and Glenn’s bucket list items, this episode has it all. Listen now:

Introducing the theme of CAIS Summit 2025: Powering the Alts Revolution. This October, 1,100+ attendees will join us for three days of insights, conversations, and connections shaping the future of wealth management. We can’t wait to introduce our speakers and agenda soon.

Check out the CAIS-Mercer Survey Chartbook for an answer to:. ✔️ Where are advisors currently allocating to alternatives?.✔️ How may those allocations change in 2025?.✔️ Which market themes are on advisors’ minds?. Get the full report:

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. Thank you to our interns for your curiosity, energy, and contributions—we can’t wait to see what comes next for each of you.

During our recent Future of the RIA Business Model webinar, Marty Bicknell, President and CEO of Mariner, shared how his firm approaches growth. Log in to the CAIS platform or sign up here to watch the full replay and access more insights:

Last week, we welcomed over 50 advisors from SEIA to CAIS Live in Santa Barbara for two impactful days around alternative and structured investments alongside leading asset managers and bank issuers. Our thanks to the speakers, moderators, and advisors who were in attendance.

Matt Brown, Founder and CEO of CAIS, and David Chubak, Head of Wealth Management and Field Managment at Edward Jones joined CAIS Live Conversations to talk about their partnership, scaling advisor education, and the future of portfolio personalization.

We asked Aaron Hodari, Managing Director at Schechter Investment Advisors, how does CAIS help expand access to alts?. He pointed to the value of operational efficiency, streamlined processes, and a reliable partner that helps reduce friction across the investment lifecycle.

Last week, CAIS Live and 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. Thank you to all our speakers, moderators, and partners.

Will Rollinson, Principal and Executive Vice President at Capital Advisers, 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.

Join CAIS today at 4 pm ET for a live webinar with Blue Owl'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: #marketoutlook

Managers on the CAIS platform aren’t just repackaging existing institutional strategies, they’re building new approaches for the independent advisor. Over 80% are planning new funds and/or structures tailored for wealth. Get the full survey report:

Christina Fast Adamson, Partner and Co-Head of US Wealth Management Solutions at Ares, shares how Ares and CAIS align on empowering financial advisors to access private markets with more flexibility, customization, and control. #CAISStudies #wealthmanagement

Growth notes may offer a balance of participation and protection. An Introduction to Growth Notes outlines how different structures work, the various features and example payout profiles, and notable risks of growth notes. Read now: #structurednotes.

We kicked off day one of CAIS Live | West in beautiful Vail, CO with a full agenda of insightful sessions and valuable networking. We closed the event on a high note, with a session featuring legendary NFL coach Herm Edwards. Thanks to all who helped make this event a success!