CAIS, every mention
12 scenes (said by Matt Brown), the whole family · ← back to CAIS
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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
Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
- ▶ 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
- ▶ 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
- ▶ 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
Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
- ▶ 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
- ▶ 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.