Axxes Capital Welcomes Arun Kaul as Chief Investment Strategist
The industry veteran brings over 30 years of experience to the newly created role.
Axxes Capital, a private markets investment firm dedicated to providing wealth advisors and their clients access to innovative private markets solutions, has announced the appointment of Arun Kaul, CFA, as its Chief Investment Strategist. In this pivotal role, Kaul will lead Axxes Capital's market intelligence and initiatives aimed at educating wealth advisors on private investments.
Joseph DaGrosa, Jr., Chairman and CEO of Axxes Capital, expressed his enthusiasm for Kaul's addition to the team, emphasizing the growing interest among investors in private markets. "We are extremely fortunate to have a seasoned leader like Arun join the Axxes team. His depth of experience and passion for the industry make him the perfect partner to help bridge the gap between innovative private investments and the advisors and clients looking for new ways to diversify and grow their wealth," he said.
Strategic Role in Private Market Investments
As Chief Investment Strategist, Kaul's responsibilities will encompass guiding Axxes Capital's strategic positioning and outlook within the private markets realm. This includes overseeing the firm’s competitive and regulatory intelligence efforts both locally and globally. His insights will be vital in identifying opportunities and market changes that could influence product structures, distribution channels, and investor access.
Empowering Advisors Through Education
Another vital aspect of Kaul's role will be to spearhead Axxes Capital’s advisor education initiatives. He aims to ensure that financial professionals are not only well-informed about the value and intricacies of private investments but also equipped with the necessary tools and presentations to support their advisory services.
Speaking about his new position, Kaul stated, "I'm excited to join Axxes Capital at such a pivotal moment for private markets. Advisors and their clients seek clarity and education on integrating private investment options into their strategies. My goal is to streamline access through Axxes’ advisor-driven approach, ensuring impactful results for clients."
Experience and Expertise of Arun Kaul
With an impressive career spanning more than 30 years, Kaul has amassed significant investment and leadership experience. His background includes managing equities, bonds, multi-asset strategies, and hedge funds. He has conducted due diligence on numerous private market strategies, effectively overseeing platforms involved with private equity, private credit, and real estate.
Kaul co-authored The Financial Advisor's Guide to Private Investments, aimed at equipping advisors with the insights necessary to navigate the increasing complexity of private markets.
Previous Roles and Accomplishments
Before joining Axxes Capital, Kaul founded Boutique CIO, where he currently acts as President and Chief Investment Officer. He has held significant positions in various firms, most notably serving as Chief Investment Strategist at Mainstreet Advisors and has significantly contributed to the growth of other investment management firms.
Kaul earned his Bachelor of Arts degree in Finance and Economics from Western University and holds the prestigious Chartered Financial Analyst (CFA) designation. He is also a sought-after speaker at industry conferences and a regular contributor to notable publications, alongside mentoring emerging talent through his internship program.
About Axxes Capital
Axxes Capital is committed to delivering innovative investment solutions to wealth advisors and their clients. The firm collaborates with independent asset managers to grant retail investors access to alternative strategies, including private equity and credit, via advisor-friendly investment vehicles.
Frequently Asked Questions
Who is Arun Kaul?
Arun Kaul is the newly appointed Chief Investment Strategist at Axxes Capital, bringing over 30 years of industry experience to the role.
What will Kaul's role entail?
Kaul will guide Axxes Capital's market intelligence, education initiatives, and strategic positioning in the private markets landscape.
What is Axxes Capital's focus?
Axxes Capital focuses on providing advisors and their clients access to innovative private market investment solutions.
What prior experience does Kaul have?
Kaul has previously founded Boutique CIO and has served in senior roles at various investment management firms throughout his career.
What is the significance of private investments today?
Private investments are increasingly being sought by advisors looking to diversify client portfolios and address changing market conditions.
