CAIS Announces 2025 Nationwide Event Lineup for Advisor Education

CAIS Live events will empower advisors amidst rising demand for alternative investments

CAIS, the leading alternative investment platform for independent financial advisors, today announced its 2025 lineup for CAIS Live – a series of in-person events designed to foster a deeper understanding of alternative investments.

To expand on its annual marquee gathering of independent advisors and alts managers, the CAIS Alternative Investment Summit, CAIS Live launched in 2024, bringing together over 1,400 independent advisors representing over $6T in AUM. Building on the success of its inaugural year, CAIS Live will host nine unique events in key cities across the nation, providing independent financial advisors with highly curated educational opportunities to connect with leading alternative asset managers, key networking opportunities, and valuable insights into the trends shaping alternative investing. CAIS also plans to organize private events for select broker-dealers and wealth management firms. CAIS Live events are free for advisors and offer opportunities to earn CE credits.

“The response to CAIS Live events in 2024 was incredible and we’re excited to bring CAIS Live to new cities and venues in 2025. We believe CAIS Live provides advisors with tools, resources, and connections to navigate the opportunity set in private markets,” said Brad Walker, Chief Client and Product Development Officer at CAIS. “By bringing the alternative asset and wealth management ecosystems together, we’re making awareness, education, and adoption of alternative investments more accessible and impactful than ever before.”

The 2025 CAIS Live schedule includes:

• CAIS Live | Partnership Forum – February 5, New York, NY
• CAIS Live | Women in Wealth Leadership Forum – March 5, New York, NY
• CAIS Live | Leaders in Wealth – March 25, Sea Island, GA
• CAIS Live | Structured Investments – April 30, Park City, UT
• CAIS Live | South – May 9, St. Petersburg, FL
• CAIS Live | East – June 4, New York, NY
• CAIS Live | Midwest – June 12, Chicago, IL
• CAIS Live | West – July 23, Vail, CO
• CAIS Alternative Investment Summit – October 13-16, Beverly Hills, CA

“CAIS Live is an outstanding event series that brings together leading advisors and alternative asset managers to foster new connections and share powerful insights into the latest trends in alternatives and more. The private markets have long played a key role in driving innovation and creating value through software and technology investments, and Vista is pleased to be part of an ecosystem that is working to expand awareness and access to these opportunities to a growing universe of investors and advisors,” said Dan Parant, Managing Director and Global Head of Private Wealth Solutions, Vista Equity Partners.

Regional CAIS Live events are anchored by the CAIS Alternative Investment Summit, the marquee gathering of independent advisors and alts managers, which will be returning to Beverly Hills October 13-16, 2025. For more information on CAIS’ 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.

Form ADV

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

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