CAIS Announces Fourth Annual Alternative Investment Summit for Independent Financial Advisors

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NEW YORK--(BUSINESS WIRE)--Jun 26, 2025--

CAIS, the leading alternative investment platform for financial advisors, today announced the return of its fourth annual CAIS Alternative Investment Summit. Taking place October 13-16 at The Beverly Hilton in Los Angeles, California, the Summit, which is expected to attract 1,100 attendees, will bring together industry leaders and luminaries to explore the evolving landscape of alternatives and discuss some of today’s most complex and pressing topics facing the global economy.

“Alternative investing has entered a new era, driven by the convergence of public and private markets, growing demand from the wealth channel, and ongoing innovation in technology,” said Matt Brown, Founder and CEO of CAIS. “Now in our fourth year, the CAIS Summit has become the marquee gathering for financial advisors and alternative asset managers, delivering insights, connections, and tools needed to navigate this rapidly evolving landscape.”

The 2025 program will feature mainstage conversations exploring the forces reshaping the alternative investment landscape, such as macroeconomic and geopolitical dynamics and key structural trends driving growth across private markets. Confirmed speakers include:

• Glenn R. August, Founder & CEO, OHA
• Matt Brown, Founder & CEO, CAIS
• Milton Berlinski, Co-Founder & Managing Partner, Reverence Capital Partners
• David Chubak, Head of Wealth Management and Field Management, Edward Jones
• Kipp deVeer, Co-President, Ares
• Jenny Johnson, President & CEO, Franklin Templeton
• Ken Kencel, President & CEO, Churchill Asset Management
• Dan Loeb, CEO, Third Point
• Marc Lipschultz, Co-CEO, Blue Owl Capital
• John McEnroe, Hall of Fame tennis legend, New York Times #1 Best Seller
• Neil Mehta, Partner and Global Head of New Markets, Apollo Global Management
• Michael Nathanson, CEO, Focus Financial Partners
• Michael Pompeo, Businessman, Author, Lawyer, Former CIA Director, and 70th U.S. Secretary of State
• Harvey Schwartz, CEO, Carlyle
• Robert F. Smith, Founder, Chairman and CEO, Vista Equity Partners

The audience, which will be made up of 75% advisors and home office professionals, will benefit from “CAIS Talks,” which offer a more intimate environment for alternative asset managers sharing insights into a broad range of alternative investment strategies, as well as “Manager Roundtables,” where they can network directly with leading managers and bank issuers.

Top alternative asset managers and bank issuers from across the industry will be on-site at the 2025 CAIS Summit, including Blue Owl Capital Inc., KKR, Vista Equity Partners, Apollo Global Management, Ares Management Corporation, CAIS Advisors, Carlyle, Alternatives by Franklin Templeton, Morgan Stanley, Nuveen, T. Rowe Price/OHA, Bank of America, BlackRock, Inc., Envestnet, Inc., EQT Partners, Flowstone Partners, First Trust Portfolios LP, Goldman Sachs, HPS, Invesco, J.P. Morgan, Monroe Capital, Neuberger Berman Group LLC, Origin Investments, RBC Capital Markets, SCS Financial, Ultimus, Blackstone Inc., Bluerock, Brightstar Capital Partners, Davidson Kempner Capital Management LP, Forum Investment Group, FS Investments, Hamilton Lane, HarbourVest, J.P. Morgan Asset Management, Partners Group, Thorofare Capital, Axonic, BNP Paribas, Fidelity Investments, Golub Capital, Hines, Institute for Portfolio Alternatives, Kayne Anderson, Reverence Capital Partners, Third Point, UBS AG, UMB, and Veritas Capital.

The CAIS Summit is an invitation-only event. To learn more about the event and inquire to join us, visit https://www.caisgroup.com/events/cais-summit.

About CAIS

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.

CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6.5 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in London; Austin, Texas; and Red Bank, New Jersey.

CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.

For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, memberFINRA,SIPC.

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SOURCE: CAIS

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PUB: 06/26/2025 09:00 AM/DISC: 06/26/2025 08:59 AM

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