Exciting New Events for Financial Advisors
CAIS, a pioneering player in the alternative investment sector, has recently revealed its 2025 lineup for CAIS Live, a series of in-person events tailored specifically for independent financial advisors. These events are key opportunities designed to deepen the understanding of alternative investments in a rapidly evolving market.
Engagement and Learning Opportunities
The launch of CAIS Live in 2024 was a remarkable success, gathering over 1,400 independent advisors managing about $6 trillion in assets under management. In 2025, CAIS Live will expand its footprint with nine unique events strategically scheduled across major cities, focusing on high-quality educational sessions. These gatherings are tailored for financial advisors, allowing them to connect with leading alternative asset managers, engage in networking, and gain insights into market trends that influence alternative investing. Additionally, CAIS intends to hold private events specifically for select broker-dealers and wealth management firms to foster closer collaborations.
Highlights of the 2025 CAIS Live Schedule
Throughout the year, CAIS Live will feature several key events, each designed to cater to different facets of the financial advisory space:
- CAIS Live | Partnership Forum – February 5, New York
- CAIS Live | Women in Wealth Leadership Forum – March 5, New York
- CAIS Live | Leaders in Wealth – March 25, Sea Island
- CAIS Live | Structured Investments – April 30, Park City
- CAIS Live | South – May 9, St. Petersburg
- CAIS Live | East – June 4, New York
- CAIS Live | Midwest – June 12, Chicago
- CAIS Live | West – July 23, Vail
- CAIS Alternative Investment Summit – October 13-16, Beverly Hills
The Value of CAIS Live
Brad Walker, the Chief Client and Product Development Officer at CAIS, expresses great enthusiasm about the upcoming events, noting that the response to CAIS Live in its first year was overwhelmingly positive. He emphasizes the platform's commitment to equipping advisors with the necessary tools and resources to successfully navigate the complexities of private markets. The integrations between alternative asset managers and advisors aim to enhance the accessibility and understanding of alternative investments.
Innovative Approaches to Alternative Investments
These events provide an opportunity for significant networking and partnership formation between advisors and alternative asset managers. Dan Parant, Managing Director and Global Head of Private Wealth Solutions at Vista Equity Partners, praises CAIS Live as an exceptional series that fosters strong connections and invaluable insights into alternative investments. He highlights the critical role that private markets play in driving innovation through strategic investments in technology and software.
About CAIS
CAIS stands out as the foremost alternative investment platform for independent financial advisors. The platform efficiently supports the entire lifecycle of alternative investments, from pre-trade to post-trade, providing both advisors and asset managers with a seamless operating environment. Currently, CAIS collaborates with over 2,000 wealth management firms, which represent more than 50,000 financial advisors. These firms manage approximately $6 trillion in cumulative end-client assets.
Commitment to Excellence
Founded in 2009 and headquartered in New York City, with offices in Austin and London, CAIS has gained recognition for its innovative solutions and influential role in the financial sector. The organization has received several accolades including Alternative Investment Firm of the Year and has been listed on WealthTech100, reflecting its commitment to excellence and leadership in the industry. For those looking to broaden their knowledge and connect with peers in the financial advisory space, attending CAIS Live events is a must.
Frequently Asked Questions
What is CAIS Live?
CAIS Live is a series of in-person events hosted by CAIS, focused on educating independent financial advisors about alternative investments.
How many events will CAIS host in 2025?
In 2025, CAIS will host nine unique events across key cities nationwide.
Are the events free for advisors?
Yes, CAIS Live events are free for financial advisors and offer opportunities to earn continuing education credits.
Where can I find more information about CAIS?
More information about CAIS and its events can be found on the company's official website.
How does CAIS support financial advisors?
CAIS provides innovative platforms that help advisors navigate the complexities of alternative investments, enhancing their ability to serve clients successfully.
