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CAIS Live

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

Access

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

Education

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.

Networking

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

Regional independent advisor attendees per event
150
A content-rich day filled with education and networking
1 Day

Thank you to our sponsors

See which managers and bank issuers have joined us to bring you CAIS Live.

Bluerock
Flowstone
Stepstone
Monroe
Carlyle
KKR
Blue Owl
Axonic
Origin Investments
Franklin Templeton
Morgan Stanley
Partners Group
Nuveen
UBS
EQT
Apollo
Hamilton Lane
Vista
Bluerock
Flowstone
Stepstone
Monroe
Carlyle
KKR
Blue Owl
Axonic
Origin Investments
Franklin Templeton
Morgan Stanley
Partners Group
Nuveen
UBS
EQT
Apollo
Hamilton Lane
Vista

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

Chicago, IL

July 23, 2024

Vail, CO

July 29, 2024

Charlotte, NC

September 11, 2024

Seattle, WA

November 7, 2024

See what you missed at CAIS Live

Check out the latest videos and interviews from thought leaders and experts who attended CAIS Live.

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