Eric Epstein, Davidson Kempner President, to speak at the inaugural CAIS Alternative Investment Summit taking place October 17-19 in Los Angeles, California

CAIS, the leading alternative investment platform for independent financial advisors, today announced that Davidson Kempner Capital Management LP ("Davidson Kempner"), a global investment management firm with a nearly 40-year track record and more than $38 billion in assets under management, is partnering with CAIS to provide access to certain alternative investment strategies via the CAIS Platform, including multi-strategy and opportunistic.

“We are pleased to partner with CAIS to make our investment strategies more accessible, as we believe alternative investments play an important role in improving diversification and helping investors achieve their long-term goals,” said Eric Epstein, Managing Member and President at Davidson Kempner Capital Management. “CAIS is an important bridge between leading alternative asset managers and the wealth management community while also being a valuable source of investor education.”

The announcement coincides with public market assets generating some of the lowest annual performances for the 60/40 portfolio in the last 20 years¹. At the same time, investors are increasingly turning to alternatives to provide a strong hedge against inflation, which rose even further in August. A CAIS-led survey of financial professionals in 2022 found that 84% of advisors are recommending alternative allocation to clients who meet accredited investor requirements.

"As investors are increasingly turning to alternatives to build out their modern three-dimensional portfolios, we are eager to partner with Davidson Kempner to make quality investment strategies more widely accessible for the wealth management community,” said Matt Brown, Founder and CEO at CAIS. “The Davidson Kempner leadership team shares our commitment to leveling the playing field for financial advisors and their clients alike, and we are proud to be the technology-bridge for some of the largest and longest-tenured managers in the industry.”

Epstein is one of many wealth management leaders speaking at CAIS’ inaugural Alternative Investment Summit, a three-day thought leadership event taking place October 17-19 at the Beverly Hilton in Los Angeles, California. To learn more about the event and apply to join us, click here.

About Davidson Kempner Capital Management LP

Davidson Kempner Capital Management LP is a global investment management firm with more than 39 years of experience and a focus on fundamental investing with a multi-strategy approach. Davidson Kempner has more than $38 billion in assets under management and over 450 employees across six offices: New York, Philadelphia, London, Dublin, Hong Kong and Shenzhen. Additional information is available at: www.davidsonkempner.com.

About CAIS

CAIS is the leading alternative investment platform for financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source.

CAIS also provides an industry-leading learning system, CAIS IQ, to help advisors learn faster, remember longer, and improve client outcomes.

All funds listed on CAIS undergo Mercer's independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab, and Pershing, which make investing in alternatives simple.

Founded in 2009, CAIS, a fintech leader, is empowering over 6,600+ unique advisor firms/teams who oversee more than $2.5T+ in network assets. Since its inception, CAIS has facilitated over $18B+ in transaction volume as the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, and San Francisco. For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRA, SIPC.

¹ HFR, Venn as of April 2022, 60/40 Portfolio represented by S&P 500 Index and the Bloomberg Barclays Aggregate Bond Gross Index.

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