CAIS

The 2025 CAIS Summit is more than an event, it’s a conversation that continues long after the stage lights dim. That’s why we got a head start on Season 2 of CAIS Live Conversations: Building With Alts on site. This season will feature discussions with industry leaders, all available to stream soon, so you can take Summit insights with you. Until then, revisit Season 1 and hear the voices shaping the role of alternatives in wealth management: https://lnkd.in/gveBEn-R #CAISSummit

CAIS Summit is more than an event: It creates community. This week, the independent wealth ecosystem came together in Beverly Hills for three days of collaboration, perspective, and connection. To our speakers, partners, and attendees: Thank you for making CAIS Summit 2025 an unforgettable gathering. See you in 2026. #CAISSummit

Three days of conversations, ideas, and community. From mainstage insights to hallway connections, CAIS Summit 2025 brought together the independent wealth and alternatives communities to exchange perspectives across the industry. Here’s a look back at the moments that defined this year’s Summit. #CAISSummit

At CAIS Summit 2025, the conversations didn’t just happen on stage. Brand new this year, the Alts Arena gave attendees a place to connect, recharge, and have some fun along the way. Whether sharing ideas, catching up with peers, or shooting hoops at the basketball challenge, the Arena embodied the community-first energy that defines CAIS Summit. Take a look at some of the highlights from the Alts Arena and around day 3 of the CAIS Summit. #CAISSummit

Leading off the final day of CAIS Summit 2025, Harvey Schwartz, CEO of The Carlyle Group, joined us for a fireside chat with Barron's Andy Serwer to explore how today’s shifting investment landscape is reshaping alternative assets. From reevaluating risk to identifying relative value across strategies like private credit and private equity, Schwartz shared lessons from decades at the top of global finance and warmed us up for a full day as we close out the Summit. #CAISSummit

CAIS is proud to share that our enterprise technology will now power alternative investments across Envestnet, Orion, and Vestmark, three of the industry’s leading Turnkey Asset Management Platforms (TAMPs) serving independent advisors. Read more: https://lnkd.in/g6icPYda This collaboration reflects a continued effort to connect alternative investments to the broader wealth management ecosystem, helping firms and home offices access, allocate, and manage alts more efficiently. Together, we’re modernizing the infrastructure that powers independent wealth. #alternativeinvestments #wealthmanagement #financialadvisors #fintech #integration #CAIS

The 2025 CAIS Alternative Investment Summit from Beverly Hills is in full swing. Here’s a quick look at the energy, insights, and connections that have defined the first few days of CAIS Summit 2025. And the best part? There’s still more to come. #CAISSummit

Day 1 of the 2025 CAIS Summit was filled with fresh ideas, meaningful discussions, and new relationships. From mainstage sessions to networking across the independent wealth community, today reflected the transformation happening in alternatives. Here’s a look at a few moments that captured what day 1 had to offer. And we’re just getting started. #CAISSummit

From Beverly Hills, the CAIS Summit goes live with CNBC Halftime Report and Closing Bell, capturing insights from leaders shaping the future of wealth. Catch a sneak peak of CNBC's Scott Wapner chatting with Franklin Templeton's Jenny Johnson, Neuberger Berman's Shannon Saccocia, CFA, CIMA®, and Oak Hill Advisors, L.P.'s Glenn August as they dive into what trends they see across markets and wealth management. Scott also caught up with CAIS Founder and CEO Matt Brown, Vista Equity Partners' Robert F. Smith, and Wealth Enhancement's Ayako Yoshioka, CFA. Check out the pictures here!