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CAIS Debuts ‘CAIS Live’: A Nationwide Alternative Investment Education Program for Independent Financial Advisors

Press Release

• by CAIS

CAIS Live to host in-person events at a scale unprecedented in wealth management

NEW YORK – January 17, 2024 – CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of CAIS Live, a new alts education program which features one-day, in-person events for independent advisors in key cities across the nation.

“CAIS Live intends to organize up to 100 events nationwide per year, reaching over 15,000 independent advisors,” said Matt Brown, Founder and CEO of CAIS. “It’s an ambitious goal, but we believe to truly transform how advisors allocate to alts, we must combine our best-in-class technology with in-person educational experiences.”  

With 85% of surveyed financial advisors set to increase allocations to alternatives by 2025, the launch of CAIS Live will provide an opportunity for advisors to engage directly with the asset managers available on the CAIS platform. CAIS Live events are free for advisors and present an opportunity to earn CE credits.  

The launch of CAIS Live comes on the heels of the CAIS Alternative Investment Summit, CAIS’ marquee three-day annual event, which convened over 1,000 attendees in 2023. In concert with the annual event, which is slated to return to L.A. in October of this year, 2024 CAIS Live events will be hosted in key cities, including: 

  • Atlanta, Georgia  

  • Dallas, Texas  

  • Boston, Massachusetts  

  • New York, New York  

  • Washington D.C.  

  • Chicago, Illinois  

  • Denver, Colorado  

  • Charlotte, North Carolina  

  • Seattle, Washington 

“Following the resounding success of the CAIS Alternative Investment Summit, we saw an opportunity for shorter-form and highly curated events that would provide advisors with tools to continue navigating alternative investments,” said Brad Walker, Chief Client and Product Development Officer of CAIS. “As the only alts-focused event series of its kind, CAIS Live is making alts education and networking more accessible to members of the wealth management ecosystem in their own backyard.” 

For more information on CAIS Live events and to learn how to register to attend, please visit our events information page.  

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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