CAIS Alternative Investment Summit Returns with Powerhouse Lineup of Speakers

Press Release

June 7, 2023 • by CAIS

Mike Pompeo – Businessman, Author, Lawyer, Former CIA Director, and 70th U.S. Secretary of State – To Deliver Keynote Address at CAIS Summit in Los Angeles

NEW YORK — June 7, 2023 – CAIS, the leading alternative investment platform for independent financial advisors, today announced its second annual CAIS Alternative Investment Summit, which takes place October 16-18, 2023 at the Beverly Hilton in Los Angeles, California. Tailored to meet the investment needs of the independent wealth community, the event will commence with a keynote address from Mike Pompeo, former Director of the Central Intelligence Agency and 70th U.S. Secretary of State.

“As the ‘New Era of Access’ to alternatives evolves, CAIS Summit returns with a clear mission: to give advisors knowledge, insights, and relationships that can allow them to embrace alternative investment strategies with confidence and conviction,” said Matt Brown, Founder and CEO, CAIS. “The inaugural CAIS Summit in 2022 received outstanding feedback from financial advisors and asset managers alike for delivering a best-in-class convening experience. We look forward to bringing this event back to Los Angeles in 2023.”

CAIS Summit attendees will enjoy three days of dynamic programming, featuring some of the most successful leaders from wealth management, asset management, and technology. Alongside general sessions, over 40 alternative asset managers representing a wide range of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, will lead “CAIS Talks”, a series of 30-minute forums designed to deliver critical insights.

In addition to general sessions, CAIS Summit attendees including independent advisors, independent broker-dealers, and RIA firm leaders can expect intimate networking and peer-to-peer roundtables, designed to spark dialog and idea sharing.

Other notable confirmed speakers include:

Milton Berlinski, Managing Partner & Co-Founder, Reverence Capital Partners
Marty Bicknell, CEO and President, Mariner Wealth Advisors
Todd Boehly, Chairman, Eldridge
Kipp deVeer, CEO, Ares Capital Corporation
Joshua Friedman, Co-Founder, Co-Chairman and Co-CEO, Canyon Partners
Jenny Johnson, President and CEO, Franklin Templeton
Blythe Masters, Founding Partner, Motive Partners
Jennifer Prosek, Founder and Managing Partner, Prosek Partners
John Taft, Vice Chair, Baird
Jim Zelter, Co-President, Apollo Asset Management

This year’s event will build on the success of last year’s CAIS Summit, which hosted the leading alternative investment managers and hundreds of independent advisors from RIAs and IBDs collectively overseeing $2 trillion-plus in assets.

CAIS Summit is an invite-only event. To view the preliminary agenda and inquire to join us, click here.

About CAIS

CAIS is the pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers, empowering them to engage and transact on a massive scale. We believe that the combination of industry-leading technology and human interaction throughout the pre-trade, trade, and post-trade experience delivers superior operational efficiency and a world-class client experience.

 CAIS provides advisors with access to a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, infrastructure, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets.

CAIS streamlines the end-to-end transaction process through digital subscriptions and powers integrated reporting through leading US custodians and reporting providers, making investing in alternatives simpler.  CAIS also enables advisors to centralize all their alts and notes on one platform, whether they were purchased on or off the CAIS platform, through CAIS Solutions, and helps advisors create custom fund vehicles around ideas they source.

Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $30 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.   

Securities offered through CAIS Capital LLC, member FINRA, SIPC.  