Democratizing Wealth Management: How the Founder of $6T CAIS Helped Drive Growth in the Alts Space

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Matt Brown discusses the founding of CAIS and his vision to democratize alternatives (alts) investing and open up access to firms of all sizes. He shares how technology helped transform the independent space and provides an extraordinary growth engine for firms. Plus, he offers his thoughts in the inaugural Founder’s Blueprint segment.

Episode metadata supplied by the publisher feed · Published Aug 1, 2024

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Democratizing Wealth Management: How the Founder of $6T CAIS Helped Drive Growth in the Alts Space

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