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CAIS Welcomes Monroe Capital to SALT NY Alternative Investments Track

Press Release

• by CAIS

NEW YORK, NY, September 2nd, 2021 - CAIS, the leading alternative investment platform, today announced that Monroe Capital (“Monroe”) will be participating in the Alternative Investments Track at SALT NY. Monroe Capital is a boutique asset management firm specializing in private credit markets across various strategies with more than $10 billion in AUM.

“The CAIS Platform has brought us scale and access to an engaged financial advisor community, enabling us to grow and diversify our shareholder base,” said Ted Koenig, President & CEO of Monroe Capital, which provides investment funds in the private credit markets.

The CAIS alternative investments track at SALT will feature Monroe Capital and other top-tier managers and investors in several panels including, ‘Alternative Income in a Zero Interest Rate World.’ Within the track, advisors will have the opportunity to earn continuing education credits for the Certified Financial Planner (CFP) and Chartered Institute of Management Accounts (CIMA) certification programs.

“Monroe is aligned with our mission to empower financial advisors with the knowledge they need to allocate to alternative investments,” said Matt Brown, Founder and CEO of CAIS. “We are pleased to welcome Monroe to participate in our exclusive alternative investments track at SALT NY.”

About Monroe Capital

Monroe Capital LLC (“Monroe”) is a premier boutique asset management firm specializing in private credit markets across various strategies, including direct lending, asset-based lending, specialty finance, opportunistic and structured credit, and equity. Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe’s platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economic cycles. The firm is headquartered in Chicago and maintains offices in Atlanta, Boston, Los Angeles, Naples, New York, and San Francisco.

Monroe has been recognized by both its peers and investors with various awards including Global M&A Network as the 2021 Mid-Markets Lender of the Year, U.S.A.; Private Debt Investor as the 2020 Lower Mid-Market Lender of the Year, 2020 Lender of the Year, and 2020 CLO Manager of the Year, Americas; Creditflux as the 2020 Best U.S. Direct Lending Fund; and Pension Bridge as the 2020 Private Credit Strategy of the Year. For more information, please visit www.monroecap.com.

About CAIS

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency. 

CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London. 

CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others. 

For more information about CAIS, please visit www.caisgroup.com

Form ADV

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

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