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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

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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