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CAIS

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Quick try with Max Amster from caisgroup.com

CAIS company description

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source. As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help advisors deepen their knowledge and increase their confidence in alternative investment strategies. Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler. Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com. https://www.caisgroup.com/legal/social-media-disclaimer

Key Employees

  • Max Amster
    Vice President | Investments
  • Jenny Kaskel
    Senior Associate Marketing
  • Chris Mcqueen
    Senior Vice President - Tech Lead

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New team members of CAIS

Kevin Leonard
Senior Associate, Alternative Investment Product Specialist
Joanna Munjack
Director of Events
Dan Varley
Senior Vice President | Segment Marketing, Product
Mark Colvin
Vice President of Corporate Strategy
Patrick Harrington
Vice President - Enterprise Business Development
Edward Cahill
Vice President | Alternative Investments
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