CAIS Live Conversations, Building With Alts

As AI reshapes client expectations for how advice is delivered, and advisor conversations around alts shift from what Matt Brown calls “why alts” to “how alts,” the CAIS founder and CEO shares his view on CAIS Summit 2026 main stage. In this fireside chat with host Alex Cavalieri, Matt reflects on the lessons from his years as an advisor and entrepreneur and the white space that led him to start CAIS in 2009. He also explains why he sees an advisor’s advice and judgment as their most valuable content, what the convergence of public and private markets may mean in practice, and why trust remains central to the advisor relationship.

Chapters 
  1. The Fifth CAIS Summit (01:19)
  2. Lessons From an Entrepreneur’s Journey (03:22)
  3. The White Space Behind CAIS (07:41)
  4. Focus, Team, and the Next Phase of Growth (10:02)
  5. AI and the Advisor’s Most Valuable Content (19:00)
  6. CAISey and the Future of AI Agents (24:35)
  7. From Why Alternatives to How Alternatives (28:37)
  8. Separating Fact From Fiction in Private Credit (31:15)
  9. Rapid Fire: Regulation, Convergence, and Cybersecurity (35:48)
  10. The Summit Takeaway (39:15)

Creators and Guests

Host
Alex Cavalieri
Head of Marketing, CAIS
Guest
Matt Brown
Founder and CEO of CAIS

What is CAIS Live Conversations, Building With Alts ?

CAIS Live Conversations: Building With Alts, tackles the often untapped potential of alternative investments by sitting down with the various players in the alts ecosystem. Listen in as we dive into alternative investments from the perspective of industry experts, RIA executives, IBD executives, alts manager leaders, and alts experts. Hear what other advisors are doing, learn about new technology, and join us as we turn investment complexities into real-life concepts that could potentially help diversify and drive growth in the independent space.