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BB&T Securities Selects CAIS to expand alternative investment access for advisers

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BB&T Securities has selected CAIS to bolster its range of alternative investment offerings and can now offer access to hedge funds, private equity and debt, real estate and other non-traditional investment strategies to its financial advisers. 

“BB&T Securities’s adoption of CAIS demonstrates our platform’s flexibility to serve wealth management firms of all sizes,” says Brad Walker, Managing Director at CAIS. “With a cumulative buying power of USD1 trillion, the CAIS advisor-network remains the platform of choice for alternative investment managers seeking access to the fragmented US wealth management channel.”
 
CAIS is an open-architecture alternative investment product platform offering wealth management professionals a complete end-to-end solution comprised of fund sourcing, independent due diligence provided by Mercer, product education, a simplified subscription process and reporting integration.
 
“What attracted us to CAIS was a combination of their comprehensive platform solution and their flexibility to accommodate the unique needs of BB&T Securities,” says Mark Knezevich, VP of Alternative Investments at BB&T Scott & Stringfellow, a division of BB&T Securities, LLC. “CAIS will help us meet the growing demand of alternative investments from our financial advisors and their end-clients.”
 
CAIS’s unique marketplace approach continues to be validated by the adoption of leading wealth management firms and rapid growth. The total transaction volume on the CAIS platform since inception has grown to more than USD6.5 billion, making impressive traction since the USD4.5 billion milestone was exceeded in Q2 2017.
 
“Our mission is to offer a platform that empowers all advisors to deliver value to their clients and compete for new business,” says Matt Brown, CAIS Founder and CEO. “We are pleased to welcome Mark Knezevich to the CAIS Advisory Council as we know his insights into wealth management and alternative investments will prove to be invaluable.”

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