CAIS Hosts Third Annual Alternative Investment Summit for Independent Advisors

Industry titans take the stage in L.A. for marquee gathering of financial advisors and alternative asset managers

CAIS, the leading alternative investment platform for financial advisors, today announced that the CAIS Alternative Investment Summit will return for its third year and feature a lineup of renowned speakers across alternative investing, wealth management, technology, and geopolitics. The 2024 event will be held on October 14-17 at The Beverly Hilton in Los Angeles, California.

“We’ve reached a transformative moment in the alternative investment industry. Financial advisors everywhere appreciate the importance of incorporating alts into end client portfolios and are actively pursuing efficient, innovative solutions to differentiate their practices,” said Matt Brown, Founder and CEO of CAIS. “Creating best-in-class, in-person experiences over the last three years has positioned CAIS to deliver a marquee event that will bring critical insights and networking opportunities for financial advisors and alternative asset managers alike.”

The 2024 event will feature mainstage panels around the trends shaping the alternative investment industry, the macroeconomic environment, and the geopolitical landscape, including general sessions with industry leaders:

• Milton Berlinski, Managing Partner & Co-Founder, Reverence Capital Partners
• Marty Bicknell, CEO and President, Mariner
• Todd Boehly, Co-Founder, Chairman, & CEO, Eldridge Industries
• Ian Charles, Co-Founder and Co-Managing Partner, Arctos Partners
• David Chubak, Head of U.S. Business Unit, Edward Jones
• Karl Heckenberg, Founder & Managing Partner, Constellation Wealth
• Jenny Johnson, President and CEO, Franklin Templeton
• Michael Milken, Chairman, Milken Institute
• Michael Nathanson, CEO, Focus Financial Partners
• Kara Nortman, Managing Partner, Monarch Collective & Co-Founder, Angel City Football Club
• Doug Ostrover, Co-CEO, Blue Owl Capital
• Mike Pompeo, 70th U.S. Secretary of State & former Director of the Central Intelligence Agency
• Marc Rowan, Co-Founder & CEO, Apollo Global Management
• Robert F. Smith, Founder, Chairman, & CEO, Vista Equity Partners
• David Winokur, Partner, CD&R

Alongside general sessions, the Summit will offer intimate “CAIS Talks” offering insights into a wide range of alternative investment strategies, including private equity, private debt, real estate, infrastructure, structured notes, and hedge funds.

This year’s Summit will build off the success of the 2023 event, which convened over 1,000 attendees overseeing more than $7 trillion in client assets. The momentum also comes on the heels of the launch of CAIS Live, a nationwide alternative investment education program hosted for advisors in key cities across the nation.

“We remain steadfast in our mission to provide leading strategies to the independent wealth community,” said Doug Ostrover, Co-CEO at Blue Owl Capital. “The CAIS Summit is an unparalleled gathering of independent advisors, alternative asset managers, and key ecosystem partners, all driving advancements and progress in the world of alternative investing.”

Leading alternative asset managers and bank issuers will be represented at the third annual CAIS Summit, including Apollo Global Management, Ares, Axonic Capital, Bank of America, Barclays, Blackstone, Blue Owl Capital, Bluerock, Cantor Fitzgerald Asset Management, Carlyle Global Wealth, CIM Group, LP, Davidson Kempner Capital Management L.P., EQT Partners, FlowStone Partners, LLC, Franklin Templeton, GoldenTree Asset Management LP, Graham Capital Management, Hamilton Lane, HarbourVest Partners, HPS Investment Partners, Intermediate Capital Group (ICG), Inland Real Estate Investment Corporation, JPMorgan, KKR, Monroe Capital LLC, Morgan Stanley & Co. LLC, Neuberger Berman, Nuveen, Origin Investments, Pantheon, Partners Group, Reverence Capital Partners, Royal Bank of Canada (RBC), StepStone Private Wealth, T. Rowe Price/Oak Hill Advisors, Third Point LLC, UBS, Vista Equity Partners, and Waterfall Asset Management, LLC.

The CAIS Summit is an invitation-only event. To learn more about the event and inquire to join us, click here.

About CAIS

CAIS is the pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers, empowering them to engage and transact on a massive scale. We believe that the combination of industry-leading technology and human interaction throughout the pre-trade, trade, and post-trade experience delivers superior operational efficiency and a world-class client experience.

CAIS provides advisors with access to a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, infrastructure, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets.

CAIS streamlines the end-to-end transaction process through digital subscriptions and powers integrated reporting through leading US custodians and reporting providers, making investing in alternatives simpler. CAIS also enables advisors to centralize all their alts and notes on one platform, whether they were purchased on or off the CAIS platform, through CAIS Solutions, and helps advisors create custom fund vehicles around ideas they source.

Founded in 2009, CAIS, a fintech leader, supports over 34,000 advisors who oversee more than $4.5 trillion in network assets. Since its inception, CAIS has facilitated over $30 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRA, SIPC.

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