CXO

E5. From Napkin to Unicorn Ft. Matt Brown of CAIS


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As a young liberal arts graduate, Matt Brown had doubts about interviewing for a financial advisor role. Then he got the job that launched his journey from advisor to founder of CAIS, a fintech “unicorn” with a mission to democratize access to alternative investments.

Hear Matt’s views on: 

  • Becoming a financial advisor out of college to recognizing an unlevel playing field in alternative investments. 
  • Bringing alternatives technology, accessibility, and education to financial advisors.
  • Raising capital for CAIS during the pandemic.
  • Nurturing company culture in a remote working environment. 
  • Entrepreneurship, including tough lessons, working with people who inspire you, and leading with confidence.

Follow Matt Brown:  Twitter, LinkedIn
Follow CAIS: LinkedIn, Twitter, Facebook

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CXOBy CAIS