Schechter Managing Director Aaron Hodari, CFP®, CIMA®, is one of 15 key industry influencers added to the inaugural CAIS Advisory Council.
The New York-based CAIS Capital LLC, a leading alternative investment platform connecting wealth managers with best-in-class alternative asset managers, announced the Advisory Council formation on March 8th, following record growth in 2017. The council will serve as a forum for key industry influencers to provide input on the future state of the CAIS platform and the key role it plays in the industry.
Confirmed members of the CAIS Advisory Council represent the independent wealth management ecosystem, including Barron’s top-ranked registered investment advisors, the nation’s largest RIA platforms, leading independent broker-dealers, globally recognized asset managers, independent custodians, and other key influencers.
CAIS provides streamlined execution to an expanding list of alternative investments, capital markets syndicate offerings, structured solutions and real assets.
View all members of the CAIS Advisory Council here.
More on CAIS:
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 offering access to a diversified menu of funds and products, 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.
More on Aaron Hodari, CFP®, CIMA®:
Aaron Hodari is a Managing Director of Schechter Wealth. Aaron works with high net worth individuals, families, business owners, and their advisors to bring them institutional quality investment management and advanced financial planning solutions. Aaron heads the firm’s branch of Private Capital, including deal sourcing, due diligence, deal structuring, and market opportunity identification. He’s also instrumental in the development of correlated and non-correlated investment alternatives, helping identify investment allocations, and manager selection. He is a sought-after speaker regarding the tax advantages for hedge funds within Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA).
Prior to joining Schechter, Aaron worked at BlackRock Financial Management, New York, NY in the Institutional Account Management group where he managed relationships with institutional investors including pension funds, foundations & endowments, and family offices. While there, he specialized in customized fixed-income solutions, commodities, and hedge funds.
Aaron graduated from the University of Michigan, where he majored in economics and played lacrosse. He currently sits on the schools Dean’s Young Alumni Council. He can be reached at firstname.lastname@example.org.