Press Release

CAIS Announces Inaugural Alternative Investment Summit for Independent Financial Advisors

• 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 leading alternative investment platform for financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source.

CAIS also provides an industry-leading learning system, CAIS IQ, to help advisors learn faster, remember longer, and improve client outcomes.

All funds listed on CAIS undergo Mercer's independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab, and Pershing, which make investing in alternatives simple.

Founded in 2009, CAIS, a fintech leader, is empowering over 6,600+ unique advisor firms/teams who oversee more than $2.5T+ in network assets. Since its inception, CAIS has facilitated over $18B+ in transaction volume as the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, and San Francisco. For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRASIPC.

Contact

For CAIS

Nadia Damouni

[email protected]

Want to learn more?

For more information about investment opportunities available on the CAIS Platform, contact a CAIS representative.

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