-

CAIS Welcomes Angelo Gordon to SALT NY Alternative Investments Track

CAIS Platform manager Angelo Gordon to provide insights during CAIS' exclusive alts track at SALT NY

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform, today announced that Angelo Gordon will be participating in the CAIS Alternative Investments Track at SALT NY. Angelo Gordon is a global alternative investment manager with more than $44 billion in AUM.

“The CAIS Platform has provided us with access to an engaged financial advisor community, enabling us to showcase our broad range of credit and real estate investment opportunities to a more diverse shareholder base,” said Josh Baumgarten, Co-CEO & Co-CIO of Angelo Gordon, which has established investment funds in the private equity, credit, and real estate markets.

The CAIS alternative investments track at SALT will feature Angelo Gordon 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.

“Angelo Gordon 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 Angelo Gordon to participate in our exclusive alternative investments track at SALT NY.”

About Angelo, Gordon & Co., L.P. Angelo, Gordon & Co., L.P. (“Angelo Gordon”) is a privately held limited partnership founded in November 1988. The firm currently manages approximately $44 billion with a primary focus on credit and real estate strategies. Angelo Gordon has over 550 employees, including more than 200 investment professionals, and is headquartered in New York, with associated offices elsewhere in the U.S., Europe, and Asia. For more information, visit www.angelogordon.com.

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, is 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

Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts

NEW YORK--(BUSINESS WIRE)--Alternative investments have moved from the margins to the mainstream, according to insights from nearly 800 financial advisors surveyed in the fourth annual study conducted by CAIS and Mercer. The results reveal widespread adoption, with nine in 10 financial advisors (90%) currently allocating to alternatives, and 88% planning to increase allocations over the next two years. According to the survey, nearly half of advisors (49%) now allocate more than 10% of client p...

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...
Back to Newsroom