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CAIS Announces Inaugural Alternative Investment Summit for Independent Financial Advisors

Press Release

• by CAIS

Jay Clayton, Former SEC Chairman, to Deliver Keynote

NEW YORK — CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of its inaugural annual summit which will take place October 17 to 19, 2022 at the Beverly Hilton in Los Angeles, California. Apollo Chair Jay Clayton, who previously served as Chairman of the SEC where he was at the forefront of modernizing investment oversight and regulations, will deliver the keynote address. 

“There are many industry events that feature alternative investments, but none are dedicated to meeting the unique needs of Registered Investment Advisors and Independent Broker Dealers,” said Matt Brown, Founder and CEO of CAIS.  “With the increasing demand and rising allocations to alternative investments, CAIS continues to invest in the technology that enables financial advisors and asset managers to engage and transact seamlessly,” Brown continued.

The launch of the CAIS Alternative Investment Summit follows the company securing over $325 million in growth capital from Apollo, Motive Partners, Franklin Templeton, and Reverence Capital Partners which values the Company at more than $1.1 billion. 

The 3-day, invitation-only CAIS Summit, will feature senior leadership from the alternative investment community and focus on private equity and credit, venture capital, hedge fund strategies, real estate, structured solutions and digital assets. Additionally, the Summit will explore the advancements in technology and regulation that are paving the way for alternative investment transformation and platformization.  

To learn more about the CAIS Alternative Investment Summit, please email us at [email protected].

About CAIS

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.

CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source

As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help advisors deepen their knowledge and increase their confidence in alternative investment strategies.

Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler.

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 $25 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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