CAIS Alternative Investment Summit
The Industry’s Marquee Gathering of Independent Advisors and Alts Managers
October 13-16, 2025
View 2025 Agenda, Attendees, and Sponsors
CAIS Summit 2025
The CAIS Alternative Investment Summit has become the industry’s marquee alts gathering, bringing together premier independent advisors, leading alternative asset managers, and bank issuers annually for insights, education, and networking. In our fourth year, we’re expecting 1,200 attendees, including 700+ independent financial advisors, alongside leaders across asset and wealth management.
The Champion of the Independent Advisor
The CAIS Summit brings together hundreds of premier independent advisors with leading alternative asset managers and bank issuers annually to network, explore, learn, and enjoy.
What You Can Expect at the Next CAIS Summit
The CAIS Summit provides a unique convening experience for the independent wealth ecosystem.
Network
You’ll be able to interact with hundreds of other independent financial advisors—including those from some of the largest RIAs and IBDs.
Explore
Get to know potential partners in the independent wealth community, such as custodians and reporting providers.
Learn
Engage in intimate conversations and dialogue with leading alternative asset managers and bank issuers.
Enjoy
Indulge at the historic Beverly Hilton Hotel in Beverly Hills, CA, where you can enjoy one-of-a-kind accommodations and an unparalleled event experience.
The CAIS Summit is an outstanding event that brings together leading advisors and alternative asset managers to foster new connections and provide powerful insights. Vista is pleased to be part of an ecosystem that is driving alternatives education for the industry.1
Dan Parant, Managing Director and Global Head of Private Wealth, Vista Equity Partners - Company
CAIS Summit 2024 by the Numbers
The third annual CAIS Alternative Investment Summit surpassed our previous record attendance, convening more than 1,200 industry players. 99% of advisors surveyed following CAIS Summit 2024 said they would return.
- Independent Advisors
- 600+
- Total AUM of Our Attendees
- $17T
- Alts Managers and Bank Issuer Sponsors
- 60+
