Matt Brown of CAIS - Alternative Investments: The Most Popular Alternative Strategies and What’s Ahead for the Market

Orion's The Weighing Machine

Today Rusty & Robyn are joined by Matt Brown, Founder and CEO of CAIS. He has spent more than 30 years at the intersection of wealth management, alternative investments, and platform design. In 2009, Matt founded CAIS, the first truly open marketplace for alternative investments, where financial advisors and alternative asset managers can engage and transact directly on a massive scale.

Matt believes entrepreneurship is the major driver of economic and social change. He has spent the better part of two decades working with Endeavor, the world’s leading organization for high impact entrepreneurs. During his tenure, he had the opportunity to mentor dozens of entrepreneurs from locations around the world, including Africa, Latin America, and the Middle East. Matt is honored to have been on Endeavor’s South African and Turkish Boards, which ultimately led to a position on the Global Board of Directors. This experience deepened his belief that helping entrepreneurs build and scale their businesses promotes economic growth and prosperity. It is his personal mission to ensure that anyone with a dream, and the drive to achieve it, has an equal opportunity to make it happen.

Key Takeaways

• [03:11] - Matt’s professional background and what led him to where he is today.
• [04:41] - What really makes CAIS stand out in the Alternative Investments space?
• [06:33] - How does Matt define Alternatives broadly?
• [07:46] - How has investing in Alternatives changed in the past decade and how does Matt expect it might change, moving forward, in the next decade?
• [09:35] - Rules of thumb or heuristics to consider when sizing a position in Alternative Investments.
• [10:25] - What are the most popular Alternative strategies at the moment and what is driving their popularity?
• [12:20] - How else is technology transforming the way people can invest in Alternatives and their opportunities to do so?
• [15:51] - What is it going to take for RIAs to move from the traditional 60/40 portfolio to a 50 (stocks), 30 (bonds) and 20 (alts) portfolio?
• [18:44] - What are some of the biggest opportunities in the Alternative space right now?
• [20:21] - Is Blockchain a viable technology for creating greater liquidity for Alternatives in the future?

Quotes

[08:57] - “The modern portfolio is no longer going to be the 60/40, the modern portfolio is going to be the 50/30 and maybe Alts 20.” ~ Matt Brown

[10:56] - “One of the stronger trends, by far, in the past 24+ months has been this gravitational pull towards private credit...and really what is driving it and why it’s so attractive [are]...of course interest rates and also the lack of access to some in the public credit markets and bank lending…It’s really a huge, robust and deep market and [I think] we will continue to see…strong interest there. ” ~ Matt Brown

Links

• Matt Brown on LinkedIn
• CAIS Group
• “Where the Streets Have No Name” by U2

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Disclosure(s) - Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

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