Fri, Sep 20, 2019
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

CAIS adds four to team

Friday, May 24, 2019
Opalesque Industry Update - CAIS, the leading financial technology platform connecting financial advisors with alternative asset managers, has added four senior-level team members to significantly expand and enhance its marketplace. Marco Riedl joins CAIS as Chief Product Officer to improve user experience and overall functionality of the CAIS Platform. Young Yu is joining CAIS as Managing Director of Corporate Development to focus on the expansion of CAIS's strategic partnerships and third-party platform integrations. Nicholas Millikan's role as Director of Investment Strategy is to broaden product expansion and improve advisor education. Chris Crawford, Chief Operating Officer, joins CAIS to ensure operational excellence across the company.

"Our record advisor adoption rates and the infusion of growth capital enable us to attract the top-tier talent required to build the most robust technology platform for advisors and asset managers in the alternative investment space," said CAIS President Tim Shannon. "The expertise of our growing team reinforces our mission to help independent financial advisors meet their client's alternative investment needs."

Marco Riedl, Chief Product Officer, has over 14 years' experience in digital products, most recently at eBay as the Director of Mobile Product and Technology, where he led the native mobile product offerings for eBay's Classifieds business. He received an Information Technology Degree on Application Development from the Industrial School of Electrical Engineering in Germany. He also completed extended management programs at both Columbia Business School and University of California Berkeley Extension.

Young Yu, Managing Director of Corporate Development, joins CAIS from a long career in investment banking and business strategy, having previously worked at UBS, Deutsche Bank, RidgeWorth Investments, and most recently, Fosun Group. Young received his bachelor's degree in Economics from Brown University.

Nicholas Millikan, Director of Investment Strategy, comes to CAIS from six years at Salient as Head of Investment Strategy. Prior to Salient, Nic spent seven years at BlackRock, where he held the rank of Vice President. Nic received his Bachelor of Commerce at Deakin University in Melbourne and Master of Applied Finance at the Financial Services Institute of Australasia in Sydney. Nic also holds both the CFA and CAIA charters.

Chris Crawford, Chief Operating Officer, brings his skills in alternative investments, hedge funds and operational due diligence to CAIS from Mizuho Alternative Investments, LLC, where he was COO. Previously, he held COO and Chief Compliance Officer posts at Vegasoul, LLC and was Director of Operations and CCO at Traxis Partners LP. Chris holds an MBA from Villanova and a BS in finance from Indiana University of Pennsylvania.

In scaling up its service to clients, CAIS staff has grown by more than 25% over the past year. The company also added to its offices in Los Angeles and Austin and upgraded its NYC headquarters to a larger space in Midtown Manhattan.

Marco Riedl explained, "We are determinedly driving technologies to break down the barriers that prevent financial advisors from directly connecting with the best alternative asset managers. This broadened bench strength lets us do that."

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Albright Capital builds on emerging markets impact strategy, signs on to IFC principles[more]

    Bailey McCann, Opalesque New York: Albright Capital has adopted the International Finance Corporation's Operating Principles for Impact Management. The firm has also developed its own impact measurement system as part of the implementation of the principles. The IFC's principles were

  2. Investing: Hedge funds getting burned as growth stocks trounced by value, Why investors are prioritizing health care in a big way, Fannie, Freddie soar as hedge funds score wins on two fronts[more]

    Hedge funds getting burned as growth stocks trounced by value From Bloomberg: A hedge-fund favorite is rapidly losing ground in the stock market just as one of the industry's least-loved sectors picks up. Growth stocks, generally companies that are seeing rapid profit increases, have drop

  3. PE/VC: Supersized unicorn: Root Insurance leaps to $3.65bn valuation with $350m round[more]

    Root Insurance is now valued at $3.65 billion after a $350 million funding round - the largest single venture capital round ever in the state. The 3-year-old auto insurer, now the startup with the highest valuation of any in Ohio, has raised a cumulative $523 million in VC and another $100 mi

  4. Testing hedge performance when stocks crash[more]

    Bonds have historically been a reliable buffer for stock exposure. But low yields and potential reversion to a more positive stock/bond correlation would likely translate to less protection. Gold has been a solid crisis hedge but has experienced long stretches of negative inflation-adjusted returns.

  5. PE/VC: The FBI is investigating a venture capital fund started by Peter Thiel for financial misconduct, Why venture capital firms need more women partners and entrepreneurs[more]

    The FBI is investigating a venture capital fund started by Peter Thiel for financial misconduct From Vox: Federal investigators are probing the conduct and practices of Mithril Capital, a venture capital firm co-founded by Peter Thiel, Recode has learned. US officials - including t