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CAIS Alternative Investment Summit

The industry’s marquee gathering of independent advisors and alts managers

Save the Date for October 14-17, 2024

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. Experienced industry leaders and innovators provide their views on macro trends affecting the space and education around the “why and how” of incorporating alternatives and structured notes into clients’ portfolios.

What you can expect at CAIS Summit

CAIS Summit provides a unique convening experience for the independent wealth ecosystem. 


You’ll be able to interact with hundreds of other independent financial advisors— including some of the largest RIAs and IBDs.


Get to know potential partners in the independent wealth community, such as custodians and reporting providers.


Engage in intimate conversations and dialog with leading alternative asset managers and bank issuers.


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.

I didn’t think CAIS could top last year’s summit, but they did. What continues to impress me the most is the esprit de corps demonstrated by the CAIS staff. They're a top-notch group of people, who advisors actually want to do business with. I look forward to continuing to expand our relationship with CAIS as well as seeing if the 2024 summit can top 2023’s!1

David Copeland, Principal, Strategic Wealth Partners

CAIS Summit 2023 by the numbers

The second annual CAIS Alternative Investment Summit boasted record attendance of more than 1,000 industry players. 100% of advisor attendees surveyed following CAIS Summit 2023 indicated they would attend in 2024. 

Independent advisors
Total AUM of advisors in attendance
Alts managers and bank issuer sponsors 
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