CAIS Live to host in-person events at a scale unprecedented in wealth management

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 https://www.caisgroup.com/events.

About CAIS

CAIS is the pioneer in democratizing access to and education about alternative investments for independent advisors and asset managers, empowering them to engage and transact on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.

CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source.

As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help advisors deepen their knowledge and increase their confidence in alternative investment strategies.

Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which make investing in alternatives simpler.

Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRA, SIPC.

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