Key Takeaways
- • CAIS announced the final agenda for its inaugural Alternative Investment Summit, set for October 17 to 19, 2022 at the Beverly Hilton in Los Angeles, with more than 40 alternative asset managers confirmed, including Ares, Apollo, Franklin Templeton, Davidson Kempner and Millennium.
- • The invite-only event is aimed at independent financial advisors from RIAs and IBDs who collectively oversee more than $2 trillion in assets, according to the release.
- • Speakers include Franklin Templeton CEO Jenny Johnson, Ares CEO Mike Arougheti, Apollo's Jim Zelter, Eldridge's Todd Boehly, Avenue Capital's Marc Lasry and J.P. Morgan strategist Marko Kolanovic.
- • CAIS positions the event as part of a shift by advisors away from public markets toward alternatives, a trend the company says is accelerating.
- • Sessions cover the macro case for alternatives, pro sports as an asset class, midterm election impacts on advisors, and blockchain.
Summary
CAIS, described in the release as the leading alternative investment marketplace for independent financial advisors, announced the final agenda for its inaugural Alternative Investment Summit, scheduled for October 17 to 19, 2022 at the Beverly Hilton in Los Angeles. According to the company, more than 40 asset managers are participating, including Ares, Apollo, Franklin Templeton, Davidson Kempner and Millennium.
CAIS founder and CEO Matt Brown framed the event around what he called a "New Era of Access," in which advisors are shifting away from public markets toward alternatives. Brown said the summit is designed to connect the independent wealth channel with leading alternative managers and to give advisors the knowledge and manager access needed to embrace alternative strategies.
The summit will host hundreds of advisors from RIAs and IBDs overseeing more than $2 trillion in assets. Presenting advisors include Marty Bicknell of Mariner Wealth Advisors, Rajini Kodialam of Focus Financial Partners and Jeff Dekko of Wealth Enhancement Group. General sessions feature Jenny Johnson (Franklin Templeton), Mike Arougheti (Ares), Jim Zelter (Apollo), Todd Boehly (Eldridge), Marc Lasry (Avenue Capital Group), Marko Kolanovic (J.P. Morgan) and Michael Milken (Milken Institute), among others.
Beyond general sessions, the agenda includes breakfast roundtables and six time slots of 30-minute 'CAIS Talks' across three concurrent stages. Participating managers in these sessions include Angelo Gordon, Apollo, Ares, Davidson Kempner, EQT, Hamilton Lane, HarbourVest, ICG, Carlyle, Millennium and others. CAIS states that all funds on its platform undergo independent due diligence from Mercer. The summit is invite-only.
CAIS founder and CEO Matt Brown framed the event around what he called a "New Era of Access," in which advisors are shifting away from public markets toward alternatives. Brown said the summit is designed to connect the independent wealth channel with leading alternative managers and to give advisors the knowledge and manager access needed to embrace alternative strategies.
The summit will host hundreds of advisors from RIAs and IBDs overseeing more than $2 trillion in assets. Presenting advisors include Marty Bicknell of Mariner Wealth Advisors, Rajini Kodialam of Focus Financial Partners and Jeff Dekko of Wealth Enhancement Group. General sessions feature Jenny Johnson (Franklin Templeton), Mike Arougheti (Ares), Jim Zelter (Apollo), Todd Boehly (Eldridge), Marc Lasry (Avenue Capital Group), Marko Kolanovic (J.P. Morgan) and Michael Milken (Milken Institute), among others.
Beyond general sessions, the agenda includes breakfast roundtables and six time slots of 30-minute 'CAIS Talks' across three concurrent stages. Participating managers in these sessions include Angelo Gordon, Apollo, Ares, Davidson Kempner, EQT, Hamilton Lane, HarbourVest, ICG, Carlyle, Millennium and others. CAIS states that all funds on its platform undergo independent due diligence from Mercer. The summit is invite-only.
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