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The new investment accelerates CAIS’ mission to modernize how independent financial advisors learn about and gain access to alternative investments.
Similar to the capital originally raised in January, the new proceeds will fuel further advancements in CAIS’ technology, improve the customer experience through personalized experiences, along with digitize product

“You consider the alts space—to the finish investor it’s still fairly new from the mass audience standpoint, in accordance with the market and almost every other asset class,” he said.
With the Interactive Session Q&A Platform sponsorship, your logo, background image and brand colors will undoubtedly be displayed within the Q&A section of the mobile app in addition to on the session screens during each session’s live audience Q&A segment.
Printed exclusively with your logo next to the near future Proof logo, these 3,000 to 4,000 plastic key cards will undoubtedly be provided to each attendee residing at all four of Future Proof’s approved hotels.
The sponsor of these floating helium spheres could have prime placement on Future Proof’s Boardwalk.
For all four days of the function, your brand will remain above your competition, acting as a beacon in the sky for several attendees

Female Advisor Network Happy Hour

Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client.
Printed exclusively together with your logo these mini sunscreen bottles will be placed in each attendee’s beach bag and provided in their mind at event check-in.
Printed exclusively with your logo these pens will undoubtedly be placed in each attendee’s beach bag and provided in their mind at event check-in.
Printed exclusively together with your logo these notebooks will undoubtedly be placed in each attendee’s beach bag and provided in their mind at event check-in.
Printed exclusively with your logo next to the near future Proof logo, these attendee beach bags will serve as a utility by every attendee, speaker, media and sponsor while at the event and you will be used long after the event.
Printed exclusively together with your logo next to the Future Proof logo these lanyards will undoubtedly be worn every minute of every day by every attendee, speaker, media and sponsor.

Mr. Berlinski has led or executed over 250 transactions in financial services across all subsectors, including numerous strategic acquisitions by Goldman Sachs itself.
Mr. Berlinski was also an associate of the Operating Committee and the Compensation Committee during his time at the firm.
He received a BA in engineering from California State University, Northridge, in 1978 and an MBA from the Wharton School of the University of Pennsylvania in 1980.
Mr. Berlinski serves on the board of directors for Victory Capital, Russell Investments, Venerable Holdings , Transact, Advisor Group, Vida Capital, DMG Bancshares, and Ministry Brands.

Sunday, September 11, 2022 6:00-6:30pm Ptthe Future Proof Boardwalk (outdoor Event Space)

Founded in ’09 2009, CAIS, a fintech leader, is empowering over 4,400+ unique advisor firms/teams who oversee more than $2T+ in network assets.
Since inception, CAIS has facilitated over $13.8B+ in transaction volume as the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale.
“We are excited to purchase CAIS, one of the fintech leaders transforming alternative investment access for wealth management.
At Apollo, we want more individuals to

• He actively exchanges opinions and insights with other industry professionals.
• He transitioned from MSSB in 2012 where he was Vice Chairman and on the Executive Committee.
• be readily accessible via an investable fund, like an S&P500 ETF for all of us Large Cap equities, for instance.

Markus Persson is responsible for leading every area of finance and accounting for the firm.
He has over 15 years of experience in the financial services industry, having worked at firms including KPMG and Point72.
From Long Island University and is really a Certified Public Accountant in hawaii of New York.
An era of intense competition within wealth management has pushed asset managers to prioritize innovations around investment products instead of business models, said Josh Book, founder and CEO of ParameterInsights.
Historically, alternative investments have been notoriously difficult to gain access to.