CAIS Debuts ‘CAIS Live’: A Nationwide Alternative Investment Education Program for Independent Financial Advisors
Press Release
• by CAIS
CAIS Live to host in-person events at a scale unprecedented in wealth management
NEW YORK – January 17, 2024 – CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of CAIS Live, a new alts education program which features one-day, in-person events for independent advisors in key cities across the nation.
“CAIS Live intends to organize up to 100 events nationwide per year, reaching over 15,000 independent advisors,” said Matt Brown, Founder and CEO of CAIS. “It’s an ambitious goal, but we believe to truly transform how advisors allocate to alts, we must combine our best-in-class technology with in-person educational experiences.”
With 85% of surveyed financial advisors set to increase allocations to alternatives by 2025, the launch of CAIS Live will provide an opportunity for advisors to engage directly with the asset managers available on the CAIS platform. CAIS Live events are free for advisors and present an opportunity to earn CE credits.
The launch of CAIS Live comes on the heels of the CAIS Alternative Investment Summit, CAIS’ marquee three-day annual event, which convened over 1,000 attendees in 2023. In concert with the annual event, which is slated to return to L.A. in October of this year, 2024 CAIS Live events will be hosted in key cities, including:
Atlanta, Georgia
Dallas, Texas
Boston, Massachusetts
New York, New York
Washington D.C.
Chicago, Illinois
Denver, Colorado
Charlotte, North Carolina
Seattle, Washington
“Following the resounding success of the CAIS Alternative Investment Summit, we saw an opportunity for shorter-form and highly curated events that would provide advisors with tools to continue navigating alternative investments,” said Brad Walker, Chief Client and Product Development Officer of CAIS. “As the only alts-focused event series of its kind, CAIS Live is making alts education and networking more accessible to members of the wealth management ecosystem in their own backyard.”
For more information on CAIS Live events and to learn how to register to attend, please visit our events information page.
About CAIS
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.
CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.
CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.
For more information about CAIS, please visit www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
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