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On this Memorial Day, CAIS remembers and honors the brave individuals who sacrificed their lives for our freedom. We stand united in respect and gratitude for the heroes who have served.

A new episode of CAIS Live Conversations is live. CAIS Co-President Brad Walker sits down with Ted Koenig, Founder, Chairman and CEO of Monroe Capital, to discuss his path from law and hoops to founding one of the most respected names in private credit. caismarketing.com/43PdTZ0

See how technology is transforming alternative investing. In our most recent CAIS-Mercer survey, 6 in 10 financial advisors responded that investment technology features such as integrations and analysis tools are valuable to them. Get the full report: caismarketing.com/43waPRD

In this episode of CAIS Live Conversations: Building With Alternatives, Nic Reisenbichler, Manager of Investment Products at Baird, shares his views on how to communicate with advisors about portfolio diversification through alternatives. Listen now: caismarketing.com/3Z8691G

"We couldn’t really have imagined the demand from the alternative investment community to want to have wealth management financial advisors and their clients be such a meaningful part of their shareholder base.” More from CAIS Founder and CEO Matt Brown: caismarketing.com/3HEhS1M

What a day in New York! At CAIS Live | East, independent advisors and leading asset managers came together to explore some of today’s most relevant questions in portfolio construction with alts. Thanks to all who joined us. Learn more here: caismarketing.com/444AOj6

In this CAIS Studies spotlight, Aaron Hodari, Managing Director and Chief Investment Officer at Schechter Investment Advisors, shares how his firm uses CAIS to simplify the complexities of alternative investing. Learn more: caismarketing.com/4kT1BEA

We are excited to welcome our 2025 interns to CAIS this summer. On Monday, they joined us at our New York City office, where they’ll be immersed across departments, diving into in-depth projects, and gaining hands-on experience for the next 10 weeks.

A new episode of CAIS Live Conversations: Building With Alts is live. Join Michael Nathanson, CEO of Focus Financial Partners, as he shares insights on leadership, growth, and what may be next for the industry. Listen now: caismarketing.com/4e0iyLk #financialadvisors #leadership

We had the privilege of hosting CAIS Live | Baird in Park City, UT, where over 70 Baird advisors, asset managers, and bank issuers gathered for two days of dialogue and discovery. We’re grateful to our speakers and guests for bringing energy and insight to every conversation.

CAIS, the leading alternative investment platform for independent financial advisors, announces the launch of its new execution capability for ticker-traded alternative investment funds. Read more: caismarketing.com/43UgLCH

Investors respond to market volatility in different ways. Some see opportunities while others look to play defense. CAIS' Phil Rollins, explores how structured notes can help advisors tailor strategies to match their clients’ unique risk appetite. caismarketing.com/3HC2UcI

Our summer interns volunteered with Only Make Believe, a nonprofit that brings joy and creativity to children through interactive theater. Thank you to our interns for embracing this opportunity and to Only Make Believe for the incredible work you do.

Join CAIS on Thursday, June 26 at 3 pm ET for a timely webinar where our speakers will examine the forces reshaping the independent advisory space and the increasingly important role that alternative investments are playing. Register here: caismarketing.com/3ZvlauA

“The momentum that’s coming from the alternative asset management community around wealth is really what’s propelling the industry forward.” Matt Brown, CAIS Founder, Chairman, and CEO, sat down with Prosek TV at the Milken Institute Global Conference. caismarketing.com/4468WKr

At our recent CAIS Live | Structured Investments event, Mitch Stein, Partner and Head of Distribution at OCM Private Wealth, shared how his team leverages the CAIS platform to access a broader range of investment strategies, including custom fund structures and note offerings.

A new episode of CAIS Live Conversations: Building With Alts is now live. Listen in to hear from Paula Campbell Roberts, Chief Investment Strategist for Global Wealth at KKR and Neil Blundell, Chief Investment Officer at CAIS Advisors Stream now: caismarketing.com/4n8bOil

Demographic shifts, AI innovation, and consolidation may be redefining what it means to compete in today’s wealth management landscape. RIAs are rethinking their value proposition and embracing new technologies. Join us June 26 at 3 pm ET to learn more: caismarketing.com/408oU5m

Today, as we commemorate Juneteenth, CAIS reflects on the journey toward freedom and equality. We stand together in solidarity and commitment to a more inclusive and just future for all.

Ted Koenig shares how Monroe Capital took a differentiated path—focusing on the underserved lower middle market—while staying true to what they know: disciplined credit underwriting and long-term execution. Listen to the full episode: caismarketing.com/4ec7HxL