CAIS Hosts Third Annual Alternative Investment Summit for Independent Advisors

Industry titans take the stage in L.A. for marquee gathering of financial advisors and alternative asset managers

NEW YORK, NY – May 16, 2024 – CAIS, the leading alternative investment platform for financial advisors, today announced that the  CAIS Alternative Investment Summit will return for its third year and feature a lineup of renowned speakers across alternative investing, wealth management, technology, and geopolitics. The 2024 event will be held on October 14-17 at The Beverly Hilton in Los Angeles, California.

“We’ve reached a transformative moment in the alternative investment industry. Financial advisors everywhere appreciate the importance of incorporating alts into end client portfolios and are actively pursuing efficient, innovative solutions to differentiate their practices,” said Matt Brown, Founder and CEO of CAIS. “Creating best-in-class, in-person experiences over the last three years has positioned CAIS to deliver a marquee event that will bring critical insights and networking opportunities for financial advisors and alternative asset managers alike.”

The 2024 event will feature mainstage panels around the trends shaping the alternative investment industry, the macroeconomic environment, and the geopolitical landscape, including general sessions with industry leaders:   

• Milton Berlinski, Managing Partner & Co-Founder, Reverence Capital Partners 

• Marty Bicknell, CEO and President, Mariner  

• Todd Boehly, Co-Founder, Chairman, & CEO, Eldridge Industries 

• Ian Charles, Co-Founder and Co-Managing Partner, Arctos Partners 

• David Chubak, Head of U.S. Business Unit, Edward Jones    

• Jenny Johnson, President and CEO, Franklin Templeton 

• Michael Milken, Chairman, Milken Institute  

• Michael Nathanson, CEO, Focus Financial Partners 

• Kara Nortman, Managing Partner, Monarch Collective & Co-Founder, Angel City Football Club 

• Doug Ostrover, Co-CEO, Blue Owl Capital

• Mike Pompeo, 70th U.S. Secretary of State & former Director of the Central Intelligence Agency 

• Marc Rowan, Co-Founder & CEO, Apollo Global Management 

• Robert F. Smith, Founder, Chairman, & CEO, Vista Equity Partners 

• David Winokur, Partner, CD&R 

Alongside general sessions, the Summit will offer intimate “CAIS Talks” offering insights into a wide range of alternative investment strategies, including private equity, private debt, real estate, infrastructure, structured notes, and hedge funds.

This year’s Summit will build off the success of the 2023 event, which convened over 1,000 attendees overseeing more than $7 trillion in client assets. The momentum also comes on the heels of the launch of CAIS Live, a nationwide alternative investment education program hosted for advisors in key cities across the nation.

“We remain steadfast in our mission to provide leading strategies to the independent wealth community,” said Doug Ostrover, Co-CEO at Blue Owl Capital. “The CAIS Summit is an unparalleled gathering of independent advisors, alternative asset managers, and key ecosystem partners, all driving advancements and progress in the world of alternative investing."    

Leading alternative asset managers and bank issuers will be represented at the third annual CAIS Summit, including Apollo Global Management, Ares, Axonic Capital, Bank of America, Barclays, Blackstone, Blue Owl Capital, Bluerock, Cantor Fitzgerald Asset Management, Carlyle Global Wealth, CIM Group, LP, Davidson Kempner Capital Management L.P., EQT Partners, FlowStone Partners, LLC, Franklin Templeton, GoldenTree Asset Management LP, Graham Capital Management, Hamilton Lane, HarbourVest Partners, HPS Investment Partners, Intermediate Capital Group (ICG), Inland Real Estate Investment Corporation, JPMorgan, KKR, Monroe Capital LLC, Morgan Stanley & Co. LLC, Neuberger Berman, Nuveen, Origin Investments, Pantheon, Partners Group, Reverence Capital Partners, Royal Bank of Canada (RBC), StepStone Private Wealth, T. Rowe Price/Oak Hill Advisors, Third Point LLC, UBS, Vista Equity Partners, and Waterfall Asset Management, LLC.

The CAIS Summit is an invitation-only event. To learn more about the event and inquire to join us, click  here. 

Contact