CAIS, every mention
27 scenes, the whole family · ← back to CAIS
tap a year for its mentions
every year anyone Ted Seides 39Matt Brown 32Todd Boehly 1Mike Kelly 1Michael Sidgmore 1Kipp deVeer 1Blythe Masters 1
Verbatim, from the transcripts: the passages where CAIS comes up
Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)
- ▶ 57:14 Mike Kelly The infrastructure that firms like iCapital and Case were putting in place to help facilitate these investments.
Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
- ▶ 33:14 Kipp deVeer There are folks out there who do that for a living, whether it's iCapital or Case.
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
- ▶ 25:19 Michael Sidgmore There are platforms, so iCapital, Case, they have marketplaces.
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- ▶ 41:04 Blythe Masters We own case who operate a marketplace and technology platform for alternative investments.
Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
- ▶ 4:06 Ted Seides My guest on today's show is Matt Brown, the CEO of Case, the leading investment platform that connects independent financial advisors with managers in alternative strategies. 5 times in the scene
- ▶ 8:13 Matt Brown I think since we've last connected about a year ago, so much has happened at case 3 times in the scene
- ▶ 11:39 Matt Brown Firms like Case, we're not the only one, have truly created bridges that have allowed the community of financial advisors to interact, learn, transact with 2 times in the scene
- ▶ 28:24 Ted Seides To engaging with you and your team to be a featured manager on the case platform. 2 times in the scene
- ▶ 30:34 Ted Seides I want to shift a little bit to Case's business. 6 times in the scene
- ▶ 33:14 Matt Brown We've also used the capital to open up what we're calling our solutions business. 3 times in the scene
- ▶ 35:35 Ted Seides And as you're looking at these two landscapes, how are you thinking about deploying hiring and deploying resources or, Hey, there's a part of this user experience in some smaller fintech company, and we're going to buy them and integrate…
- ▶ 37:13 Ted Seides How have you thought about integrating and inculcating the culture that you built the case to all these new people coming in? 6 times in the scene
- ▶ 40:31 Ted Seides How do you think about case picket time, five years out, 10 years out?
- ▶ 42:18 Matt Brown Well, investment's an interesting way of describing it, and this might not be a perfect answer, but what really fires me up are the people that have joined Case, and I do view them as a, our most important investment. 6 times in the scene
Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
- ▶ 42:26 Ted Seides I know that's one of the recent deals you've done, and I'd love to just take the lens of the way you think about businesses and say, what was it that interested you and your thesis and investing in case? 6 times in the scene
- ▶ 44:09 Todd Boehly So if we can do that in a really elegant, streamlined fashion, and he's launched Case IQ, which is going to help educate people, so make them feel informed about the decisions that they're making.
Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
- ▶ 4:06 Ted Seides My guest on today's show is Matt Brown, the founder and CEO of Case, a leading alternative investment platform on which thousands of financial advisors have invested over twelve billion dollars in alternatives across private equity,… 3 times in the scene
- ▶ 5:02 Ted Seides Why don't you take me back to the path that brought you to where you are in creating Case in the first place? 5 times in the scene
- ▶ 13:11 Matt Brown We have the state of the art learning platform called Case IQ, where advisors can really interact with our platform.
- ▶ 14:00 Matt Brown And if not for the case platform, they're just weren't able to get access to those types of products.
- ▶ 16:37 Matt Brown The other side is those who don't prefer that, and we have the ability to bundle those investors in somewhat of an omnibus way at the case level and deliver that as a single investor. 6 times in the scene
- ▶ 20:01 Matt Brown So we see that RIAs that work with Case instantly increase their alternative allocation rates across the board.
- ▶ 22:26 Matt Brown So really the big challenge isn't any kind of competition that case may have a competitor, for example, or other competitive forces. 4 times in the scene
- ▶ 23:18 Matt Brown So we found that the learning platform, the Case IQ learning platform, as a way to
- ▶ 29:23 Matt Brown If you're a first time user of alternatives, that's obviously often the most difficult for the case platform in terms of just time and investment, but it's something we do every single day and we're committed to it. 3 times in the scene
- ▶ 35:48 Ted Seides And I'm curious to chat with you about what you've learned in those first two and then in the last 10 years of case in terms of leading a business. 4 times in the scene
- ▶ 46:29 Matt Brown I've been very fortunate along the journey of case and other businesses, but especially, you know, case to have outstanding partners.