Empowering Financial Advisors Everywhere: CAIS Founder and CEO Matt Brown

Empowering Financial Advisors Everywhere: CAIS Founder and CEO Matt Brown

In this episode, we speak with Matt Brown, Founder, CEO and Chairman of CAIS, the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products.

CAIS is backed by Apollo, Franklin Templeton, and Motive Partners, among others.

Matt has spent over 30 years at the intersection of wealth management, alternative investments, and platform design. He began his career as a financial advisor at Shearson Lehman Brothers and Smith Barney.

I am your host RJ Lumba. We hope you enjoy the show.

Jaksot(256)

AI Infrastructure Builder: Chalk’s Marc Freed-Finnegan

AI Infrastructure Builder: Chalk’s Marc Freed-Finnegan

In this episode, we speak with Marc Freed-Finnegan, Co-Founder and CEO of Chalk, a data platform that powers machine learning and generative AI with real-time, Python-native infrastructure for develop...

16 Heinä 202522min

AI Compute Trailblazer: TensorWave’s Piotr Tomasik

AI Compute Trailblazer: TensorWave’s Piotr Tomasik

In this episode, we speak with Piotr Tomasik, Co-Founder and President at TensorWave, a cutting-edge cloud platform purpose-built for AI workloads that delivers high-performance computing with AMD MI3...

9 Heinä 202519min

Leading Financial Services Growth Investor: Lee Equity’s Mark Gormley

Leading Financial Services Growth Investor: Lee Equity’s Mark Gormley

In this episode, we speak with Mark Gormley, Partner at Lee Equity Partners, a middle-market private equity firm that partners with entrepreneurs and management teams primarily in the financial and he...

2 Heinä 202517min

Top Healthcare Investor: Berkshire Partners’ Chris Hadley

Top Healthcare Investor: Berkshire Partners’ Chris Hadley

In this episode, we speak with Chris Hadley, Managing Director at Berkshire Partners, a 100% employee-owned investor in private and public equity. The private equity team invests in well-positioned, g...

25 Kesä 202530min

Focused Growth Investor: Eden Capital’s Dina Said Dwyer

Focused Growth Investor: Eden Capital’s Dina Said Dwyer

In this episode, we speak with Dina Said Dwyer, Founder and Managing Partner of Eden Capital Management, a New York-based private equity firm focused on scaling private companies at critical inflectio...

18 Kesä 202520min

Excellence in Middle Market Investing: Oak Hill Capital’s Tyler Wolfram

Excellence in Middle Market Investing: Oak Hill Capital’s Tyler Wolfram

In this episode, we speak with Tyler Wolfram, a Managing Partner at Oak Hill Capital, a longstanding private equity firm that has been investing in the North American middle market for nearly 40 years...

11 Kesä 202521min

Bold AI Investor: General Catalyst’s Marc Bhargava

Bold AI Investor: General Catalyst’s Marc Bhargava

In this episode, we speak with Marc Bhargava, Managing Director at General Catalyst, an investment and transformation firm partnering with entrepreneurs to build global resiliency and applied AI. Foun...

4 Kesä 202523min

Growth Private Equity Leader: Providence Equity Partners’ Michael Dominguez

Growth Private Equity Leader: Providence Equity Partners’ Michael Dominguez

In this episode, we speak with Michael Dominguez, Chief Investment Officer and Senior Managing Director at Providence Equity Partners — a leading private equity firm specializing in growth-oriented me...

29 Touko 202522min

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