In this conversation we discuss both the changing nature of demand for alternative assets as well as their supply. Matt explains how CAIS is creating the bridge between the alternative investment firms and the wealth management community, whose portfolio allocations to these investments are a fraction of their institutional counterparts.

Matt discusses the size of the market opportunity, how technology is enabling this rapid transition, and helping solve the problem of unequal access to alternatives.

He talks about branding within this space, competition, regulation and how Mercers are providing core due diligence to introduce independence to the arena. The discussion then moves to how investors are re-appraising the traditional 60/40 allocation to bonds and stocks, to incorporate a wider portfolio including alternative investments.

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The Money Maze Podcast is kindly sponsored by Schroders,  Bremont Watches, and LiveTrade.

We’re also pleased to be highlighting & supporting GAIN as our 2023 Charitable Partner. 

RELATED IN-PERSON EVENT: On 16th-18th October, CAIS will be hosting its second annual  Alternative Investment Summit in Los Angeles, at the Beverly Hilton.  The event will attract over 500 independent financial advisors, along with some of the biggest names across alternative asset management, including Apollo, Ares, Carlyle, Franklin Templeton, Partners Group.