CAIS Alternative Investment Summit
The Industry’s Marquee Gathering of Independent Advisors and Alts Managers
October 13-16, 2025
See the 2024 Agenda
CAIS Summit 2024
The CAIS Summit gathered more than 1,200 attendees—including representatives from 40+ leading alternative asset managers and 250+ independent wealth firms—for discussions around macroeconomic trends, the role of technology in driving the alternative investment industry forward, and the “why and how” of incorporating alternatives into portfolios.
The Champion of the Independent Advisor
The CAIS Summit brings together hundreds of premier independent advisors with leading alternative asset managers and bank issuers annually to network, explore, learn, and enjoy.
What You Can Expect at the Next CAIS Summit
The CAIS Summit provides a unique convening experience for the independent wealth ecosystem.
Network
You’ll be able to interact with hundreds of other independent financial advisors—including those from some of the largest RIAs and IBDs.
Explore
Get to know potential partners in the independent wealth community, such as custodians and reporting providers.
Learn
Engage in intimate conversations and dialogue with leading alternative asset managers and bank issuers.
Enjoy
Indulge at the historic Beverly Hilton Hotel in Beverly Hills, CA, where you can enjoy one-of-a-kind accommodations and an unparalleled event experience.
The CAIS Summit is an outstanding event that brings together leading advisors and alternative asset managers to foster new connections and provide powerful insights. Vista is pleased to be part of an ecosystem that is driving alternatives education for the industry.1
Dan Parant, Managing Director and Global Head of Private Wealth, Vista Equity Partners - Company
CAIS Summit 2024 by the Numbers
The third annual CAIS Alternative Investment Summit surpassed our previous record attendance, convening more than 1,200 industry players. 99% of advisors surveyed following CAIS Summit 2024 said they would return.
- Independent Advisors
- 600+
- Total AUM of Our Attendees
- $17T
- Alts Managers and Bank Issuer Sponsors
- 60+
