CAIS Alternative Investment Summit
The Industry’s Marquee Gathering of Independent Advisors and Alts Managers
October 12-15, 2026
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.
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What You Can Expect at the Next CAIS Summit
The CAIS Summit provides a unique convening experience for the independent wealth ecosystem.
Network
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 continues to be a hallmark event for the independent advisor and alternative asset management community through its world-class speaker lineup.1
Sean Connor, President & CEO of Global Private Wealth, Blue Owl Capital
CAIS Summit 2025 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 2025 said they would return.
- Independent Advisors
- 700+
- Total AUM of our Attendees
- $20 Trillion
- Alts Managers and Bank Issuer Sponsors
- 75+
