Democratizing Access to Alternative Investments with Matt Brown | Summary and Q&A

TL;DR

Case founder Matt Brown discusses the importance of democratizing access to alternative investments and the benefits of the Case platform at SALT New York.

Key Insights

• 💋 The SALT event marks the beginning of reconnecting with colleagues and the importance of in-person conferences in a virtual world.
• ♿ Access for all refers to providing equal opportunity to financial instruments and creating wealth for future generations.
• 📼 Case is a marketplace that connects financial advisors with alternative asset managers, facilitating access to alternative investment strategies.
• 🎓 The Case platform offers education resources and streamlined technology to make investing in alternative products more efficient for financial advisors.
• 💄 Democratizing access requires making alternative investments easy to understand and execute for financial advisors.
• 🤽 Matt Brown's support for entrepreneurship extends beyond Case, with a focus on creating a level playing field for employment and financial product access.
• ❓ Matt Brown advises young entrepreneurs to prioritize their company's success above everything else.

Transcript

welcome to the salt sideline report i'm leanna hawkins and we are here at salt new york joined by matt brown the founder and ceo of case welcome welcome thank you so much leanna so matt you joined us on a panel here at salt as a partner of sky bridge talking about access for all to alternative investments which really is what case is all about it's... Read More

Questions & Answers

Q: What is the focus of the panel discussion on access for all at SALT New York?

The panel discussion focuses on the democratization of financial instruments and equal opportunity for creating wealth for future generations.

Q: How does Case address the challenge of accessing alternative investments?

Case connects financial advisors with alternative asset managers, providing a platform for them to learn about and access alternative investment strategies.

Q: Besides access, what value does Case offer to financial advisors?

In addition to access, Case offers educational resources for financial advisors to deepen their understanding of alternative investments and implement them in client portfolios. The platform also streamlines the execution of orders for alternative investments.

Q: How does Case help break down barriers between alternative providers and financial advisors?

Case simplifies the process of buying alternative investments, making it easier for financial advisors to access and execute orders for these products, hence breaking down barriers between providers and advisors.

Summary & Key Takeaways

• Matt Brown highlights the importance of equal access to financial instruments and the democratization of the investment industry.

• Case is a marketplace that connects financial advisors with alternative asset managers, providing access to alternative investment strategies.

• The Case platform offers educational resources and streamlined technology to make investing in alternative products easier for financial advisors.