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Kan Kotecha, Chief Technology Officer at CAIS, joins host Alex Cavalieri live from CAIS Summit 2025 to share how artificial intelligence and data are reshaping the advisor experience. Kan discusses the firm’s vision for “alts at scale,” how CAISey, CAIS’ new AI-powered solution, was designed to transform pre-trade, trade, and post-trade workflows, and why clean, consolidated data is foundational. Advisors will gain insight into how technology, autonomy, and AI are driving the next generation of platform innovation at CAIS and the industry at large.
Chapter 1 / 00:05:10 / Defining Advisor Autonomy
Kan explains how CAIS is building end-to-end digital infrastructure for alternatives.
Chapter 1 / 00:05:10 / Defining Advisor Autonomy
Kan explains how CAIS is building end-to-end digital infrastructure for alternatives.
Chapter 2 / 00:07:44 / The AI Dividend
Why replatforming and data consolidation are the foundation for applying AI effectively.
Why replatforming and data consolidation are the foundation for applying AI effectively.
Chapter 3 / 00:09:59 / Introducing CAISey
How CAISey serves as an intelligent alts solution for both new and experienced advisors.
How CAISey serves as an intelligent alts solution for both new and experienced advisors.
Chapter 4 / 00:12:36 / Data Integrity & Trust
“You can only get it right if your data is in good shape.”
“You can only get it right if your data is in good shape.”
Chapter 5 / 00:15:21 / Scaling With Intelligence
How CAISey supports pre-trade, trade, and post-trade workflows as the platform scales.
How CAISey supports pre-trade, trade, and post-trade workflows as the platform scales.
Chapter 6 / 00:18:56 / AI & Industry Collaboration
Kan’s vision for an ecosystem where intelligent agents across firms work together.
Kan’s vision for an ecosystem where intelligent agents across firms work together.
Creators and Guests
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.