Key Takeaways
- • CAIS will host the third annual CAIS Alternative Investment Summit on October 14-17, 2024, at The Beverly Hilton in Los Angeles, targeting independent financial advisors and alternative asset managers.
- • The 2024 lineup includes senior executives from Apollo Global Management, Blue Owl Capital, Franklin Templeton, Vista Equity Partners, Edward Jones, Focus Financial Partners and the Milken Institute, plus former U.S. Secretary of State Mike Pompeo.
- • The 2023 event convened over 1,000 attendees overseeing more than $7 trillion in client assets, according to CAIS.
- • CAIS reports supporting over 34,000 advisors overseeing more than $4.5 trillion in network assets and facilitating over $30 billion in transaction volume since its 2009 founding.
- • The Summit is invitation-only and will include mainstage panels plus smaller "CAIS Talks" covering private equity, private debt, real estate, infrastructure, structured notes and hedge funds.
Summary
CAIS, a New York-based alternative investment platform for financial advisors, announced that its CAIS Alternative Investment Summit will return for a third year on October 14-17, 2024, at The Beverly Hilton in Los Angeles. The event will feature mainstage panels on alternative investment trends, the macroeconomic environment and geopolitics, along with general sessions led by industry leaders.
Speakers announced include Milton Berlinski of Reverence Capital Partners, Marty Bicknell of Mariner, Todd Boehly of Eldridge Industries, Ian Charles of Arctos Partners, David Chubak of Edward Jones, Karl Heckenberg of Constellation Wealth, Jenny Johnson of Franklin Templeton, Michael Milken of the Milken Institute, Michael Nathanson of Focus Financial Partners, Kara Nortman of Monarch Collective, Doug Ostrover of Blue Owl Capital, Mike Pompeo, former Secretary of State and CIA Director, Marc Rowan of Apollo Global Management, Robert F. Smith of Vista Equity Partners, and David Winokur of CD&R.
CAIS Founder and CEO Matt Brown said advisors increasingly view alternatives as an important component of end-client portfolios and are pursuing efficient, innovative solutions. Blue Owl's Doug Ostrover described the event as a gathering of independent advisors, alternative asset managers and ecosystem partners. Leading managers and bank issuers slated to participate include Apollo, Blackstone, KKR, Carlyle, Ares, Hamilton Lane, HPS Investment Partners, JPMorgan, Morgan Stanley, UBS and Partners Group, among others.
The 2023 event drew over 1,000 attendees overseeing more than $7 trillion in client assets. The announcement follows the launch of CAIS Live, a nationwide advisor education program. CAIS describes itself as a fintech platform providing independent advisors access to hedge funds, private equity, private debt, real estate, infrastructure and structured notes.
Speakers announced include Milton Berlinski of Reverence Capital Partners, Marty Bicknell of Mariner, Todd Boehly of Eldridge Industries, Ian Charles of Arctos Partners, David Chubak of Edward Jones, Karl Heckenberg of Constellation Wealth, Jenny Johnson of Franklin Templeton, Michael Milken of the Milken Institute, Michael Nathanson of Focus Financial Partners, Kara Nortman of Monarch Collective, Doug Ostrover of Blue Owl Capital, Mike Pompeo, former Secretary of State and CIA Director, Marc Rowan of Apollo Global Management, Robert F. Smith of Vista Equity Partners, and David Winokur of CD&R.
CAIS Founder and CEO Matt Brown said advisors increasingly view alternatives as an important component of end-client portfolios and are pursuing efficient, innovative solutions. Blue Owl's Doug Ostrover described the event as a gathering of independent advisors, alternative asset managers and ecosystem partners. Leading managers and bank issuers slated to participate include Apollo, Blackstone, KKR, Carlyle, Ares, Hamilton Lane, HPS Investment Partners, JPMorgan, Morgan Stanley, UBS and Partners Group, among others.
The 2023 event drew over 1,000 attendees overseeing more than $7 trillion in client assets. The announcement follows the launch of CAIS Live, a nationwide advisor education program. CAIS describes itself as a fintech platform providing independent advisors access to hedge funds, private equity, private debt, real estate, infrastructure and structured notes.
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