| A new era of access is underway—CAIS has combined world-class technology with an industry-leading client experience to deliver alternative investments and structured notes more efficiently than ever before. The CAIS platform connects financial advisors with leading alternative asset managers, empowering them to engage and transact on a massive scale. Judah Schulman, Managing Director at CAIS and Jason (Jay) R. Sforza Director, Divisional Head of the West at CAIS will lead this discussion.
This is a “must attend” meeting for financial advisors looking to learn about the benefits of adding alternatives to their client portfolios but do not know where to start the process as well as advisors looking to better understand the newest trends in the sector. *This topic has been approved by the CFP Board of Standards for 1.0 hour of CE credit.
Speakers: Judah Schulman, Managing Director, Product Specialist & Jason (Jay) R. Sforza Director, Structured Investments, Divisional Head of the West
Bios: Judah Schulman, Managing Director, Product Specialist Judah Schulman is a Managing Director on the Alternatives Investment group at CAIS. Judah has over nine years of experience in the asset management and financial services industry. Prior to joining CAIS, Judah worked in New York City for Morgan Stanley and UBS in their Wealth Management Divisions. As a Managing Director and Product Specialist, Judah Heads the RIA Fund Sales team at CAIS and oversees the ongoing management and new businesses development across the firm’s wealth management clients. Judah received his BS in Psychology from Yeshiva University and holds the CAIA charter as well as FINRA Series 24, 7 and 63 licenses.
Jason (Jay) R. Sforza Director, Structured Investments, Divisional Head of the West Jason, “Jay”, leads client coverage and product origination for the CAIS Structured Investments business in the West. He has over 15 years of capital markets and derivatives experience focused entirely on the private banking and wealth management industry. Jay works with some of CAIS’s largest private wealth advisors and family offices to develop and implement custom structured note portfolios, as well as hedging & monetization strategies.
Prior to joining CAIS, Jay was a Director at UBS on the structured solutions desk; the largest underwriter of structured notes in the US. While at UBS, Jay co-ran the structuring and origination of equity, commodity, and FX linked notes and provided primary coverage to the firm’s largest private wealth advisors and clients. He began his career at J.P. Morgan Private Bank as an Investor on the corporate executive and financial sponsors coverage desk in NYC.
Jay received his BSBA with honors, Magna Cum Laude, from Boston University’s Questrom School of Business. He holds FINRA Series 7, 79, and 66 licenses.
Thank You to Our Meeting Strategic Partner! |
