CAIS

“There are folks out there who do that for a living, whether it's iCapital or Case. They do a really nice way of Really being deep with that community that we couldn't possibly go make one-off calls on all the time.”

“At the corporate level, we took in some fairly large private equity partners at the beginning of this year who brought us three hundred and forty million dollars of growth capital to take advantage of this trend that everyone is seeing”

“Number one is I think there's complete exhaustion in the 6040 portfolio. It's not performing. It's not outperforming. It's not withstanding challenging markets.”

“So I think the need and demand, the pent-up demand to incorporate alternatives is now at a, at an all-time high.”

“I'll tell you what type of education doesn't work. Sending a 120 page white paper to a financial advisor and saying, dig in, call me with any questions. So content has been transformed on how it's been delivered in every aspect. We as consumers of content expe…”

“Broadly across the United States and wealth management, no one really knows any of the names of the asset managers. So there really is no brand recognition really even at the top.”

“At the end of the day, it's a pretty level playing field to establish trust and brand and become a preferred fund for these wealth management businesses. So we always say is if you follow the playbook, like we talked about, you do have somewhat of a level play…”

“And then of course, just general volatility, the predictable income from private credit and low volatility in that market has collected a lot of dollars. When the markets are unstable, and there's something very attractive about that private credit market. Any…”

“If you exclude the very sophisticated wealth management firms that know alts well, many allocations to alts right now are first-time advisors putting money to work in alternatives.”

“However, on our platform, it is a highly engaged, if not the most engaged educational content on our platform, but there's no correlation to the follow through of capital into those strategies.”

“You need multiple evangelists in the beginning to turn the tide. So we actually welcome anyone who wants to kind of throw their hat in the ring right now and contribute to the democratization of alternative investments because it's all positive for us.”

“And we've been able to really just create this organic flywheel effect between both sides of the market and billions of dollars a year of transactional volume is crossing our platform between these two communities for the first time.”

“We reduce the minimums from 10 or twenty million dollars down to a 100,000 dollars. We didn't increase the fees or price.”

“So really the big challenge isn't any kind of competition that case may have a competitor, for example, or other competitive forces. The main event is capturing the hearts and minds of the financial advisor to stop doing business the old fashioned way, which i…”

“We find that where people learn, they actually transact. So if you're reaching out and learning about something, and you have an opportunity to follow through on that learning experience with a action, in this case, an investment, coupling those two are quite …”

“Now, crypto, interestingly, just as a category, has the highest level of engagement An interest in learning and probably the lowest level of investment probably doesn't surprise you. More people are interested to know what's going on in this space, but it has …”