Episode 154 – Alternative Assets: Friction, Solutions, and Investments with Joe Ujobai
March 6, 202320m 57s
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Show Notes
Joe Ujobai is the Chief Executive Officer at Alternative Investment Exchange (AIX), a digital platform built to improve the process for investing in alternatives and enable growth for the industry.
In this podcast, Doug and Joe discuss how AIX combines technology, workflows, and a great client experience to help the advisor get their investor into alternative investments.
They also discussed:
- The background of AIX and what it offers from a tech perspective
- How AIX works with and helps advisors be more successful
- The current challenges that advisors are facing and what AIX is solving for them
- How AIX helps reduce advisor’s friction and the other points of friction that can be seen from an industry-wide perspective
- What types of alts advisors are looking for in their portfolios and why these specific ones
- How AIX is helping the overall alternative investment industry grow
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