CAIS Announces Fifth Annual Summit Featuring Its Most Impactful and Wide-Ranging Lineup

The marquee event at the intersection of alternative investments and independent wealth returns to Beverly Hills

NEW YORK--(BUSINESS WIRE)--CAIS, the leading alternative investment platform for independent financial advisors, today announced its fifth annual CAIS Summit, taking place October 12-15, 2026, at The Beverly Hilton in Beverly Hills. This year's Summit will explore the most pivotal forces defining the next era of wealth management with more than 1,200 financial advisors, asset managers, and industry leaders delivering content across alternative investments; capital markets; geopolitics; artificial intelligence; sports, media, and entertainment; and aerospace and defense.

“As AI reshapes every industry, the human connections at the core of wealth management matter more than ever. The CAIS Summit is where relationships and trust are forged; where titans of finance, geopolitical decision-makers, and technology leaders come together with our extraordinary CAIS advisor community to share knowledge, spark ideas, and celebrate what makes our industry great,” said Matt Brown, Founder and CEO of CAIS.

The CAIS Summit brings together over 1,200 attendees, comprised of 75% financial advisors and home office professionals. Mainstage General Sessions will bring together thought leaders for candid, high-stakes conversations on the themes defining the future of investing. Programming will span across alternative investments; capital markets; geopolitics; artificial intelligence; sports, media, and entertainment; aerospace and defense; and the evolving investment landscape. Additional programming will include CAIS Talks, breakfast roundtables, and CAIS Studies sessions focused on key investment considerations amid a rapidly evolving market backdrop.

The annual CAIS Summit sits at the center of a broader CAIS Live content and events ecosystem built to serve advisors year-round, creating a continuous cycle of education, community, and perspective. Programming continues through the CAIS podcast, curated CAIS Live events, and on-demand content that keeps the conversation going long after the Summit ends. CAIS earned two 2026 Stevie Awards, one for Events Excellence and one for Content Excellence, recognition that reflects an ecosystem designed to extend the value of every conversation beyond the room where it happens.

2026 CAIS Summit confirmed speakers include:

• Glenn R. August, Founder & CEO, Oak Hill Advisors
• Jessica Bailey, Head of Global Infrastructure, Nuveen
• Todd Boehly, Chairman and CEO, Eldridge Industries
• Matt Brown, Founder & CEO, CAIS
• Jon Diorio, Managing Director, Head of US Wealth Product & Platform Group, BlackRock
• Dave Donahoo, Head of Americas – Private Markets Wealth, Franklin Templeton
• Darren Fisk, Founder & CEO, Forum Investment Group
• Dr. Robert Gates, Secretary of Defense (2006-2011)
• Brian Grazer, Founder, Chairman, Imagine Entertainment
• Ron Howard, Founder, Chairman, Imagine Entertainment
• Ted Koenig, Chairman and CEO, Monroe Capital
• Venu Krishnamurthy, Managing Director & Head of Global Private Wealth, HarbourVest
• Philippe Laffont, Founder & Portfolio Manager, Coatue
• Marc Lipschultz, Co-CEO, Blue Owl Capital
• Dan Loeb, Founder & CEO, Third Point
• Drew McKnight, Co-CEO and Managing Partner, Fortress Investment Group
• Mark Messier, NHL Hall of Famer, ESPN NHL Analyst and Entrepreneur
• Condoleezza Rice, 66th Secretary of State
• Diana Sands, Managing Director, Client and Product Solutions Group, Apollo
• Rob Sharps, Chair and CEO, T. Rowe Price
• Douglas Sieg, CEO & Managing Partner, Lord Abbett
• Robert F. Smith, Founder, Chairman & CEO, Vista Equity Partners
• Harvey Schwartz, CEO, Carlyle
• Waldemar Szlezak, Partner, Infrastructure, KKR
• John Waldron, President & COO, Goldman Sachs

“We are witnessing AI fundamentally reshape how businesses operate, how capital is deployed, and how advisors serve clients," said David Breach, President of Vista Equity Partners. "The industry is working through those changes in real time, and the CAIS Summit creates an opportunity to share perspectives, challenge assumptions, and learn from a remarkable community of advisors, asset managers, and industry leaders. In a period of rapid change, those conversations matter more than ever.”

Leading alternative asset managers and bank issuers participating in the 2026 CAIS Summit include: Blue Owl Capital Inc., KKR, Nuveen, Morgan Stanley, T. Rowe Price/Oak Hill Advisors, Vista Equity Partners, Apollo Global Management, Ares Management Corporation, Bank of America, BlackRock/HPS, Inc., Blackstone Inc., Carlyle, Eldridge, First Trust Portfolios LP, Franklin Templeton Private Markets, HarbourVest, Lord Abbett, Monroe Capital, BNP Paribas, EQT Partners, Fortress Investment Group, Future Standard, Goldman Sachs, Goldman Sachs Asset Management, J.P. Morgan, J.P. Morgan Asset Management, Morgan Stanley Investment Management, Neuberger, Partners Group, PGIM, RBC Capital Markets, Citigroup, Davidson Kempner Capital Management LP, Fidelity Investments, Forum Investment Group, Golub Capital, Hamilton Lane, Invesco, Macquarie Asset Management, Rex Shares, UBS, Voya Investment Management | Pomona Capital, 503 Capital Partners, Adams Street Partners, Ardian, AQR Capital Management, Axonic Capital, Barings, BMO, Barclays, CIBC, CIM, Coatue, Crow Holdings, Dawson Partners, Eagle Point Credit, GoldenTree Asset Management, Hines, Inland, Jefferies, Kayne Anderson, PennantPark, Reverence Capital Partners, Sagard, SCS Financial, Société Générale, Sound Point Capital, Stonepeak, Third Point, TPG, and Veritas Capital.

As the investment landscape grows more complex, the CAIS Summit remains a critical forum for the advisors, managers, and leaders navigating it together. The CAIS Summit is an invitation-only event. To learn more and inquire to attend, visit https://www.caisgroup.com/events/cais-summit.

About CAIS
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments and capital market strategies providing financial advisors and alternative asset managers with a single operating system for scale and efficiency.

CAIS serves over 2,000 wealth management firms that support more than 62,000 financial advisors who oversee approximately $7.5 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin, TX; London; and Red Bank, NJ.

CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.

For more information about CAIS, please visit www.caisgroup.com.

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