-

CAIS Welcomes Axonic Capital to SALT NY Alternative Investments Track

CAIS Platform manager Axonic Capital to provide insights during CAIS' exclusive alts track at SALT NY

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform, today announced that Axonic Capital (“Axonic”) will be participating in the CAIS Alternative Investments Track at SALT NY. Axonic Capital is a global alternative investment manager with $4.5 billion in AUM.

“The CAIS Platform has brought us scale and access to an engaged financial advisor community, enabling us to grow and diversify our shareholder base,” said Clayton DeGiacinto, Managing Partner and CIO of Axonic Capital, which has established investment funds in the structured credit, commercial lending, commercial real estate, and systematic fixed income strategies.

The CAIS alternative investments track at SALT will feature Axonic and other top-tier managers and investors in several panels including, ‘Alternative Income in a Zero Interest Rate World.’ Within the track, advisors will have the opportunity to earn continuing education credits for the Certified Financial Planner (CFP) and Chartered Institute of Management Accounts (CIMA) certification programs.

“Axonic is aligned with our mission to empower financial advisors with the knowledge they need to allocate to alternative investments,” said Matt Brown, Founder and CEO of CAIS. “We are pleased to welcome Axonic to participate in our exclusive alternative investments track at SALT NY.”

About Axonic Capital

Founded in 2010, Axonic Capital offers commercial and residential real estate strategies, systematic fixed income and commercial lending strategies along with its structured credit expertise. Axonic Capital manages investment portfolios across Limited Partnerships, Separate Accounts, and two publicly registered Funds. The firm employs 55 professionals.

About CAIS

CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes.

All funds listed on CAIS undergo Mercer’s independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab, and Pershing, making investing in alternatives simple.

Founded in 2009, CAIS, a fintech leader, empowers over 4,200+ unique advisor firms/teams who oversee more than $2T+ in network assets. Since inception, CAIS has facilitated over $13B+ in transaction volume. CAIS is the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale.

Securities offered through CAIS Capital LLC, member FINRA, SIPC.

Contacts

Media Contact:
Nadia Damouni
pro-CAIS@prosek.com

CAIS


Release Versions

Contacts

Media Contact:
Nadia Damouni
pro-CAIS@prosek.com

More News From CAIS

CAIS Advisors to Launch CAIS Sports, Media and Entertainment Fund, Selects Arctos and Eldridge as Core Independent Managers

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, through its registered investment advisor, CAIS Advisors, today announced that the registration statement for CAIS Sports, Media and Entertainment Fund (the “Fund”) has been declared effective. The Fund is registered under the Investment Company Act of 1940 and provides access to sports, media, and entertainment (“SME”) assets for accredited investors. The Fund anticipates commencing...

CAIS Unveils CAISey, an AI Solution to Streamline the Alternative Investment Experience for Advisors

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, announced today the launch of CAISey, an AI-powered tool built to redefine how advisors navigate the world of alternative investments. Embedded directly into the CAIS platform, CAISey uses advanced language models and data intelligence to help advisors instantly surface, evaluate, and compare investments. “CAISey is more than a tool; it is a new interface for information across the a...

CAIS to Launch Secondary Marketplace for Private Funds in Partnership with LODAS Markets

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for financial advisors, today announced it has entered into a strategic partnership with LODAS Markets to launch a secondary marketplace for private funds. The alliance will integrate LODAS’ secondary trading technology directly into the CAIS platform, providing financial advisors with an additional avenue of liquidity and flexibility for alternative investments. By uniting CAIS’ Marketplace with LODAS’ secondary tradi...
Back to Newsroom