| Name | Title | Contact Details |
|---|---|---|
Michael Cunningham |
Global Vice President, Information Security | Profile |
Scott Steiner |
Vice President, Information Security Assurance | Profile |
Kelvin Arcelay |
SVP Information Security and IT Risk Management | Profile |
CAIS is the premier gateway to the multi-trillion dollar independent wealth channel for specialized investment products, delivering a superior experience to wealth managers and product providers alike. As the leading open-architecture financial product platform, CAIS provides streamlined execution for an expanding list of alternative investment funds, IPOs and follow-ons, and structured notes. CAIS complements its fund offerings with independent due diligence provided by Mercer. Products include: - Hedge Funds - Private Equity & Credit Funds - Real Estate Funds - Structured Solutions - IPO and Pre-IPO Offerings CAIS is an NFA member with securities offered through CAIS Capital LLC, member FINRA, SIPC.
Tolmas Consulting is a Addison, TX-based company in the Financial Services sector.
PPB Capital Partners has been providing the wealth management industry with alternative investment solutions since 2008. PPB Capital Partners provides a roster of alternative investment managers, as well as creates and operates feeder funds and customized fund of funds for wealth management firms. PPB Capital Partners collaborates with private equity, venture capital, real estate, and hedge fund managers across the country. PPB Capital Partners serves as a comprehensive back office solution to ensure operational expertise, compliance, mitigate financial and opportunity costs, and provide access with lower investment minimums for wealth managers. PPB Capital Partners has served over 70 RIAs, family offices, bank wealth groups, and trust companies nationwide and has surpassed $1B+ of total capital invested.
Countrywide Financial Corporation (Countrywide) is a holding company, which through its subsidiaries, is engaged in mortgage lending and other real estate finance-related businesses, including mortgage banking, banking and mortgage warehouse lending,.
Harris County Federal Credit Union is a Houston, TX-based company in the Financial Services sector.