NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced its second annual CAIS Alternative Investment Summit, which takes place October 16-18, 2023 at the Beverly Hilton in Los Angeles, California. Tailored to meet the investment needs of the independent wealth community, the event will commence with a keynote address from Mike Pompeo, former Director of the Central Intelligence Agency and 70th U.S. Secretary of State.
“As the ‘New Era of Access’ to alternatives evolves, CAIS Summit returns with a clear mission: to give advisors knowledge, insights, and relationships that can allow them to embrace alternative investment strategies with confidence and conviction,” said Matt Brown, Founder and CEO, CAIS. “The inaugural CAIS Summit in 2022 received outstanding feedback from financial advisors and asset managers alike for delivering a best-in-class convening experience. We look forward to bringing this event back to Los Angeles in 2023.”
CAIS Summit attendees will enjoy three days of dynamic programming, featuring some of the most successful leaders from wealth management, asset management, and technology. Alongside general sessions, over 40 alternative asset managers representing a wide range of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, will lead “CAIS Talks”, a series of 30-minute forums designed to deliver critical insights.
In addition to general sessions, CAIS Summit attendees including independent advisors, independent broker-dealers, and RIA firm leaders can expect intimate networking and peer-to-peer roundtables, designed to spark dialog and idea sharing.
Other notable confirmed speakers include:
- Milton Berlinski, Managing Partner & Co-Founder, Reverence Capital Partners
- Marty Bicknell, CEO and President, Mariner Wealth Advisors
- Todd Boehly, Chairman, Eldridge
- Kipp deVeer, CEO, Ares Capital Corporation
- Joshua Friedman, Co-Founder, Co-Chairman and Co-CEO, Canyon Partners
- Jenny Johnson, President and CEO, Franklin Templeton
- Blythe Masters, Founding Partner, Motive Partners
- Jennifer Prosek, Founder and Managing Partner, Prosek Partners
- John Taft, Vice Chair, Baird
- Jim Zelter, Co-President, Apollo Asset Management
This year’s event will build on the success of last year’s CAIS Summit, which hosted the leading alternative investment managers and hundreds of independent advisors from RIAs and IBDs collectively overseeing $2 trillion-plus in assets.
CAIS Summit is an invite-only event. To view the preliminary agenda and inquire to join us, click here.
CAIS is the leading alternative investment platform for independent financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source.
As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help financial advisors deepen their knowledge and increase their confidence in alternative investment strategies.
Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which make investing in alternatives simpler.
Founded in 2009, CAIS, a fintech leader, is empowering over 8,300 unique advisor teams who oversee more than $3 trillion in network assets. Since its inception, CAIS has facilitated over $21 billion in transaction volume as the first marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, San Francisco, and London. For more information about CAIS, please visit www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.