StarZero All shows Try the podcast clipper →

Matt Brown

Founder & CEO, CAIS · 2 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderexecutive@mattbrownCAIS ↗LinkedIn ↗caisgroup.com ↗

In 2009, Matt Brown founded CAIS, a fintech platform designed to democratize access to alternative assets for independent wealth advisors. He previously worked as a financial advisor at Shearson Lehman Brothers, co-founded the private equity firm Brown Simpson, and chairs the Board of Trustees for the Museum of the City of New York.

28statements → 18claims → 5claims resolved → 80%fully supported → 3.82/5average certainty → 1.71/5average debate potential → ≈4.5/5argument clarity, estimated → 9said about them ↓

4 supported 0 partly supported 1 contradicted 2 not yet assessed 11 not checkable as stated how the 18 claims stand · each chip opens the sources

3 predictions · 15 assertions · 3 opinions · 6 insights · 1 disclosure · every statement was checked. The predictions and assertions are the 18 claims: statements the public record can support or contradict. 5 are resolved, 2 are not yet assessed, and 11 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Matt argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Brown: US financial advisors manage around $40 trillion in client assets
“U.S. Wealth management, the amount of money that financial advisors advise to Today stands at around 40 trillion dollars. So 40 trillion dollars are advised or managed by financial advisors in America on behalf of their high net worth clients, or their, not ju…”
Matt Brown Sep 26, 2022 ▶ 6:21 Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)

Their most notable contradicted claim

Assertion Contradicted
RIAs allocate under 2% to alternatives compared to wirehouses' 10-15%
“What's interesting though, however, and where the opportunity is, is that the RIA channel has allocation rates to alternative investments less than two percent. Their colleagues in the larger wealth management firms, the wirehouses, on average have allocation …”
Matt Brown Oct 11, 2021 ▶ 19:35 Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
75% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Matt Brown on measured tape to publish a rate. This says nothing about how they speak.

Everything Matt Brown said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Supported
Brown: Top PE firms like KKR and Apollo are tokenizing fund interests
“We're also seeing firms, and most recently KKR just announced this. Apollo also announced one. Hamilton Lane as well. They are tokenizing interests of their funds and putting them on the blockchain.”
Matt Brown Sep 26, 2022 ▶ 26:50 Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
Assertion Not checkable as stated
CAIS now processes billions in alternative asset transactions annually
“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.”
Matt Brown Oct 11, 2021 ▶ 12:08 Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
Assertion Not checkable as stated
CAIS cut alternative fund minimums from $10 million to $100,000
“We reduce the minimums from 10 or twenty million dollars down to a 100,000 dollars. We didn't increase the fees or price.”
Matt Brown Oct 11, 2021 ▶ 14:13 Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
Assertion Not checkable as stated
Crypto leads CAIS education but sees the fewest actual investment allocations
“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 …”
Matt Brown Oct 11, 2021 ▶ 28:28 Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)

The other half of the tape: Matt Brown's own voice is left out of every number here. Other people bring the name up 9 times in 1 episode on Capital Allocators. every mention, with the transcript →

Who brings them up most Ted Seides 8Todd Boehly 1

Every mention by year

tap a year for its mentions
00511012021episodesmentions
0112021episodes it came up in
0050.51012021episodesmentions per episode
2021 9 mentions in 1 episode

Appearances (2)

EpisodeDateSpeaking time
Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.27 Sep 26, 2022 29m
Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214) Oct 11, 2021 35m
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more