CAIS (@CAISgroup) / X

CAIS

2,036 posts

CAIS

@CAISgroup

Your One Alts Platform

New York, NY

Joined December 2011

CAIS
@CAISgroup
18m
What role does time and illiquidity play in private equity outcomes? Data from KKR shows how private equity has historically performed relative to public markets over the last 25 years. Because these strategies are designed around multi-year value creation, performance may
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CAIS
@CAISgroup
22h
How has Vista Equity Partners created value across 26 years of software investing? Vista President, David Breach, shares why he believes it has everything to do with building an approach around operational transformation, rather than financial engineering. Catch the full
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CAIS
@CAISgroup
Jun 23
What does access mean in today’s alternative investment landscape? At CAIS Live | West, Faraz Sattar shared how his firm approaches manager access and research, and how CAIS has helped his firm streamline that process. Learn more: caismarketing.com/4agblGa
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CAIS
@CAISgroup
Jun 22
According to Churchill Asset Management’s Randy Schwimmer, default rates in middle market direct lending came in lower than large cap loans in Q1 2026. He believes that’s no accident but a function of how illiquid lenders approach problem-solving differently. Hear more from
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CAIS
@CAISgroup
Jun 19
Today, we commemorate Juneteenth—the celebration of freedom and progress. At CAIS, we reflect on our shared responsibility to build a future rooted in equity, inclusion, and understanding.
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CAIS
@CAISgroup
Jun 18
CAIS Live brought together more than 65 Truist advisors in New York City for two days of thoughtful discussion, shared learning, and meaningful connection. Attendees explored topics ranging from tax-advantaged strategies and private debt to private equity, hedge funds, and real
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CAIS
@CAISgroup
Jun 17
Now live: An Introduction to Long/Short Equity Strategies. Long/short equity accounts for almost a third of hedge fund strategy AUM, making it the largest sub-asset class in the category. In this piece, we get into: ✔️ How long/short equity strategies work ✔️ How net exposure
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CAIS
@CAISgroup
Jun 16
SEIA’s Matt Matrisian spent 16 years at AssetMark helping scale from $20 billion to $140 billion. On CAIS Live Conversations, he shares the one lesson he says was paramount. Full episode now streaming: caismarketing.com/4epKkS1 #wealthmanagement #financialadvisor
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CAIS
@CAISgroup
Jun 15
A lot of advisors benchmark against the S&P 500. Jerry Verseput of Veripax argues the better benchmark may be a simple compound return line tied to client objectives. He shares why he believes that benchmark may change how advisors think about building portfolios. Catch Jerry’s
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CAIS
@CAISgroup
Jun 12
Private markets are becoming an expectation for the next generation of investors according to our 2026 CAIS–Mercer survey. 70% of advisors surveyed report rising demand for private markets from Millennials and Gen Z. What’s notable beyond just the interest level is the mindset
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CAIS
@CAISgroup
Jun 11
NewEdge Wealth CIO Cameron Dawson shared her take on CAIS Live Conversations: don’t treat individuals like institutions. For NewEdge, private markets require a client-first framework, not a one-size-fits-all approach. Hear more from Cameron: caismarketing.com/4emYZNH
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CAIS
@CAISgroup
Jun 9
Now streaming: A new episode of CAIS Live Conversations: Building With Alts featuring David Breach, President of Vista Equity Partners. At CAIS Live, David sat down with CAIS Co-President Brad Walker to unpack how Vista thinks about enterprise software, what the AI-driven shift
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CAIS
@CAISgroup
Jun 8
As more companies are staying private longer, the definition of “full access” is evolving for financial advisors. BlackRock’s Jon Diorio shares why he thinks private markets are becoming essential to capturing the full opportunity set and how that shift is influencing portfolio
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