Serena Williams and Kevin Costner Take the Mainstage at Third Annual CAIS Summit

October 08, 2024 at 09:00 AM EDT

CAIS announces final speaker lineup, including leading alternative asset managers, independent advisors, and industry titans

CAIS, the leading alternative investment platform for independent financial advisors, today announced the final agenda for its third annual CAIS Alternative Investment Summit, the industry’s marquee gathering of financial advisors and alts managers, taking place October 14-17 at the Beverly Hilton in Los Angeles, California.

“We are excited to convene financial advisors, alternative asset managers, geopolitical experts, and sports, media, and entertainment professionals at this year’s CAIS Summit,” said Matt Brown, Founder and CEO of CAIS. “This unparalleled access to a dynamic lineup of speakers and programming will provide advisors a global perspective on important trends as they navigate their client's needs.”

The CAIS Summit is expected to gather more than 1,200 attendees – including representatives from 60+ 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.

Additional noteworthy general sessions include appearances from Serena Williams and Kevin Costner. Other key sessions include:

Charting the Uncharted: Alternative Assets in a Rapidly Changing World: Jenny Johnson, President and CEO, Franklin Templeton; Doug Ostrover, Co-CEO, Blue Owl; Robert F. Smith, Founder, Chairman, and CEO, Vista Equity Partners; Scott Wapner, Host of the “Halftime Report,” CNBC (Moderator)
Navigating the New Frontier of Investing in Sports: Todd Boehly, Chairman, and CEO, Eldridge Industries; Ian Charles, Co-Founder and Co-Managing Partner, Arctos Partners; Kara Nortman, Managing Partner, Monarch Collective and Co-Founder, Angel City Football Club; Joe Lemire, Senior Writer, Sports Business Journal (Moderator)
Geopolitical Perspectives: State of the World on the Cusp of an Election: Mike Pompeo, 70^th Secretary of State of the United States; Leon Panetta, Former U.S. Secretary of Defense and Director, Central Intelligence Agency; Jennifer Prosek, Founder and Managing Partner, Prosek Partners (Moderator)
A Conversation With Marc Rowan: Marc Rowan, Co-Founder and CEO, Apollo Global Management; Sonali Basak, Global Finance Correspondent, Bloomberg News (Moderator)
The Future of Independent Wealth: Trends, Competition, and Differentiation: Marty Bicknell, CEO and President, Mariner; Michael Nathanson, CEO, Focus Financial Partners; Liz Nesvold, Chair, Emigrant Partners; Mike Durbin, CEO, Cetera Holdings; Carleton English, Prosek Partners (Moderator)
Private Equity Transforming Wealth Management: Milton Berlinski, Managing Partner and Co-Founder, Reverence Capital Partners; David Winokur, Partner, CD&R; Mike Hollander, Managing Director, GTCR; Bill Nook, Global Head of Asset and Wealth Management, Moelis & Company (Moderator)

In addition to general sessions, attendees will have access to a range of curated networking opportunities, including networking breakfasts, 1:1 meetings, and evening programming. Attendees will also benefit from a range of discussion formats including interactive CAIS Talks, which feature experienced industry leaders for 30-minute sessions running concurrently on four stages. These sessions, which will be hosted by leading alternative asset managers on the CAIS platform, will cover a broad spectrum of private markets and alternative asset topics.

To view the final agenda, click here.

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.