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CAIS Announces Final Speaker Lineup for Marquee Event Bringing Together Top Independent Advisors and Alternative Asset Managers

Press Release

• by CAIS

Rob Lowe, award-winning actor, author, and producer, and Todd Boehly, CEO of Eldridge, chairman and owner of Chelsea Football Club, and an owner of the Los Angeles Dodgers and the Los Angeles Lakers, discuss the opportunities in media, entertainment, and sports at a time when these industries are converging and becoming more accessible for investing

NEW YORK, NY, October 13, 2023 - CAIS, the leading alternative investment platform for independent financial advisors, today announced the final agenda for the second annual CAIS Alternative Investment Summit, the industry’s marquee gathering of independent advisors and alternative asset managers, which will take place October 16-18, 2023, at the Beverly Hilton in Los Angeles, California.

"We have an incredibly exciting lineup of speakers, including more than 30 ‘CAIS Talks’ lead by top alternative asset managers bringing advisors insights focused on a wide range of topics and alternative asset categories spanning private equity, private credit, structured notes, commercial real estate, secondaries investing, portfolio management, wealth-friendly product and strategies, and macroeconomic outlooks," said Matt Brown, Founder and CEO of CAIS.

Over 1,000 members of the CAIS community will convene over three days at CAIS Summit featuring leaders from wealth management, alternative asset management, and technology to network, learn, and explore.

Notable general sessions include:  

  • Global Challenges in an Uncertain World: Mike Pompeo, 70th Secretary of State of The United States 

  • From Macro to Micro: Examining How Global Events Affect Investment Strategy: Kipp deVeer, CEO, Ares Capital Corporation; Jim Zelter, Co-President, Apollo Global Management; Jenny Johnson, President and CEO, Franklin Templeton; Joshua Friedman, Co-Founder, Co-Chairman and Co-CEO, Canyon Partners 

  • Investing in Sports: Todd Boehly, CEO of Eldridge; Ian Charles, Founder and Managing Partner, Arctos Partners; Michael Rees, Co-President and Head of GP Strategic Capital, Blue Owl Capital 

  • When Artificial Intelligence Meets Wealth Management – Will you be Ready?:  Marco Della Torre, CEO of Venn, Two Sigma; Kelly Godfrin, Head of Strategic Data Initiatives, Fidelity Investments; Andrew Smith Lewis, Founder and CEO, Alai 

  • Accessing the New Frontier in Media, Entertainment, and Sports Investing: Rob Lowe, author and producer; Todd Boehly, CEO of Eldridge

“The CAIS Summit provides us with opportunities to meet face-to-face with leading alternative asset managers to gain an even deeper understanding of the alternative investing landscape,” said David Copeland, Strategic Wealth Partners. “We are excited to participate in an event that brings together some influential leaders in the space.”

The full agenda for CAIS Summit can be found here

About CAIS

CAISis 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 34,000 advisors who oversee more than $4.5 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    

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



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