CAIS Live

Connecting the Independent Wealth Ecosystem

A nationwide alternative investment education program for independent financial advisors.

Join Us in a City Near You

We recognize the importance of combining our best-in-class technology with in-person educational experiences—that's why we're excited to offer our event series, CAIS Live. Our nationwide alts education program for advisors features in-person events for independent advisors in key cities across the nation.

What You Can Expect From CAIS Live

Access

Highly curated in-person events for independent advisors in key cities across the nation.

Education

Events are free for advisors, equipping them with the tools to navigate the new era of alts. Each event also presents an opportunity to earn CE credits.