CAIS

Had a great discussion during CAIS Live South at the Ritz-Carlton, Amelia Island on the evolving private equity landscape with: • Daniel Wilk, CAIA , Future Standard • Meena Arora Gandhi , J.P. Morgan Asset Management • Peter Grape , Lexington Partners – A Franklin Templeton Company We explored the key trends shaping fund strategies, market dynamics, and investor engagement — and what they mean for financial advisors and client portfolios in private markets. Appreciative of the thoughtful insights from the panel and the strong audience engagement throughout the session.

We tried something new last week with our first-ever half-day CAIS Live event. We wanted something tight, high-signal, and worth every hour. The energy in the room said it all - 100+ asset managers and wealth professionals came out for an afternoon of conversations: - How to cut through the macro noise and navigate portfolio decisions - Breaking down alts structures so advisors can match them to client needs - Real assets and their role in the decade ahead - How advisors, managers, and CAIS work together is changing what's possible for clients Big thank you to our speakers and everyone who came out. 7 events over the next 8 weeks to bring the community together. As AI ramps up and there becomes more digital noise in the system, these moments are going to be more important than ever. Onward. Let's go (!) Joanna Munjack Brad Walker Valerie P. Judah Schulman, CAIA #alternativeinvestments #newyork #wealthmanagement

I’m thrilled to share that I’ve joined Gridline as Chief Operating Officer. I’ve spent my career in environments where I’ve been building in real time, solving problems as they come up, wearing multiple hats, and helping bring alternative investment strategies and custom funds to market. I’ve always seen myself as a builder, with a focus on scaling systems and institutionalizing what works. That’s what drew me to Gridline. The infrastructure they’ve built stands out, especially in how they work alongside clients to package private market opportunities into flexible, customizable funds. It’s a practical approach to helping advisors actually deliver private markets exposure at scale. Just as important is the team’s speed and mindset. There’s a clear understanding of where the industry is today and where it needs to go. I’m excited to help shape that next phase as we continue building out the systems and workflows behind scalable private market programs. I’m down in Cayman this week at GAIM Ops , speaking with Dayna Kleinman from Sagard and spending time with operators across the industry. If you’re here, feel free to reach out. I’d welcome the conversation. Here’s the link to the official Wealth Management coverage: https://lnkd.in/ergQZYQn

Learned a lot working on this one! Latest white paper for CAIS on what's going on with structured investments in 2026. Give it a read: https://lnkd.in/eU-fRP3n

Last week a team from CAIS headed over to visit our team in Manila! We spent the week looking at ways to optimize and automate manual workflows and learning key tools and skills like #claude and #n8n . Thank you to our whole Manila team and partners at Infinit-O for your hospitality. Len Dy Jane Ruth Romero-Ronatay Kristin Zaehb Alyssa Meszaros Jon Finn Grace Marshall Louie Tejero

So much more fun to keep showing up!

It's been busy on our CAIS Live Conversations: Building With Alts podcast over the last few months. 36 episodes in, and the conversations keep getting better. Here is a look at what we have covered lately: EP. 36 -- Scott Acheychek of REX Shares and Marc Premselaar of CAIS Capital Markets joined us on site at CAIS Live | Capital Markets to talk structured ETFs: how they are evolving, how they differ from traditional vehicles, and where they may fit in modern portfolio construction. EP. 35 -- Chad Hutchinson of Arctos Partners and CAIS Advisors CIO Neil Blundell explored sports, media, and entertainment as an emerging asset class. We got into franchise ownership, media rights, scarcity, and how fandom creates long-term economic value. EP. 34 -- Cameron Dawson, CFA , CIO at NewEdge Wealth , joined us to walk through how her team cuts through market noise. She shared her framework for functional asset allocation and why the US consumer remains her most closely watched indicator. EP. 33 -- Recorded live at CAIS Summit 2025, Jennifer Prosek of Prosek Partners discussed why brand and reputation have become critical drivers of growth in private markets, and what AI means for how firms manage trust and visibility going forward. EP. 32 -- Jenny Johnson , CEO of Franklin Templeton , joined to share her perspective on leading a major asset manager through transformation, covering AI, tokenization, private markets expansion, and advisor education. If you haven't tuned in yet, all episodes are available now on Apple Podcasts or wherever you listen. https://lnkd.in/eYijxdzx #AlternativeInvestments #BuildingWithAlts #Podcast #WealthManagement #PrivateMarkets Hannah Hansen Brad Walker Morgan Von Ahsen