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 a new event series, CAIS Live. Our nationwide alts education program for advisors features one-day, in-person events for independent advisors in key cities across the nation.
Atlanta | Boston | Charlotte | Chicago | Dallas | Denver | New York | Seattle | Washington D.C.
What you can expect from CAIS Live
Access
One-day, highly curated, in-person events for independent advisors in key cities across the nation.
Education
Events are free for advisors and present an opportunity to earn CE credits, equipping them with the tools to navigate in the new era of alts.
Networking
Events provide an opportunity for advisors to engage directly with the asset managers and bank issuers available on the CAIS platform.
- Regional independent advisor attendees per event
- 150
- A content-rich day filled with education and networking
- 1 Day
Thank you to our sponsors
See which managers and bank issuers have joined us to bring you CAIS Live.
Experience CAIS Live in person
We anticipate advisors representing hundreds of the leading RIAs and IBDs to join us across the U.S. in 2024 at CAIS Live events.
Dallas, TX
March 7, 2024
Boston, MA
April 11, 2024
New York, NY
April 17, 2024
Washington, DC
June 25, 2024
Chicago, IL
July 23, 2024
Vail, CO
July 29, 2024
Charlotte, NC
September 11, 2024
Seattle, WA
November 7, 2024
See what you missed at CAIS Live
Check out the latest videos and interviews from thought leaders and experts who attended CAIS Live.
