Skip to content
No role selected, please choose a role


Connecting the independent wealth ecosystem

A nationwide alternative investment education program for independent financial advisors.

Join us in a city near you

We recognize the importance of combining our best-in-class technology with in-person educational experiences – that's why we're excited to offer a new event series, CAIS Live. Our nationwide alts education program for advisors features one-day, in-person events for independent advisors in key cities across the nation.

Atlanta | Boston | Charlotte | Chicago | Dallas | Denver | New York | Seattle | Washington D.C.  

What you can expect from CAIS Live


One-day, highly curated, in-person events for independent advisors in key cities across the nation.


Events are free for advisors and present an opportunity to earn CE credits, equipping them with the tools to navigate in the new era of alts.


Events provide an opportunity for advisors to engage directly with the asset managers available on the CAIS platform.

Regional independent advisor attendees per event
A content-rich day filled with education and networking
1 Day

Experience CAIS Live in person

We anticipate advisors representing hundreds of the leading RIAs and IBDs to join us across the U.S. in 2024 at CAIS Live events.

Atlanta, GA

February 27, 2024

Dallas, TX

March 7, 2024

Boston, MA

April 11, 2024

New York, NY

April 17, 2024

Washington, DC

June 25, 2024

Denver, CO

July 10, 2024

Chicago, IL

July 23, 2024

Charlotte, NC

September 11, 2024

Seattle, WA

November 7, 2024