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Own the Next Era
of Wealth

This year marks the fifth annual CAIS Summit, and for the second year running, you can stream the Summit live wherever you are.

Hear directly from industry leaders as they unpack the trends reshaping wealth management, private markets, and the future of the CAIS platform.

Register Now

Streaming Live on Tuesday, October 13

Scroll through to see all available sessions.

12 pm ET / 9 am PT

Own the Next Era: Matt Brown on Turning Industry Change Into Advisor Opportunity and the Future CAIS Is Building

The convergence of public and private markets, the rapid evolution of technology, and the rise of AI are no longer on the horizon—they are happening now, and CAIS was built to lead them. In this keynote, CAIS Founder and CEO Matt Brown shares a candid, bold, and strategic vision for where the industry stands and where it is heading.

Featuring
  • Matt Brown | CAIS
  • Alex Cavalieri | CAIS
1:15 pm ET / 10:15 am PT

Rebuilding Asset Management: How Scale and Strategy Are Reshaping the Industry

As consolidation accelerates and competitive pressures intensify, asset management is undergoing a structural shift driven by scale, specialization, and technology-enabled operating models. In this session, industry CEOs discuss how firms are reshaping growth strategies, product development, and distribution to stay competitive in a rapidly evolving marketplace.

Featuring
  • Douglas Sieg | Lord Abbett
  • Marc Lipschultz | Blue Owl Capital
  • Jen Prosek | Prosek Partners
4:15 pm ET / 1:15 pm PT

Redefining Access to Private Markets: A Convergence of Leadership and Innovation

Join C-Suite leaders from T. Rowe Price, Oak Hill Advisors (OHA), and Goldman Sachs for a timely discussion on how leading institutions are expanding access to private markets. This session will showcase industry leadership, cross-firm collaboration, and a shared commitment to empowering advisors with the tools and insights they need to serve clients' evolving needs.

Featuring
  • John Waldron | Goldman Sachs
  • Rob Sharps | T. Rowe Price
  • Glenn R. August | T. Rowe Price / Oak Hill Advisors
  • Maneet Ahuja | Forbes
6:45 pm ET / 3:45 pm PT

From Margin to Opportunity: Investing Across the AI Stack

Still less than four years since the launch of ChatGPT, global investment in artificial intelligence is expected to exceed $1 trillion in 2026, further accelerating the unprecedented reorientation of technology and capital markets around the promise of this new technology.

Featuring
  • Robert F. Smith | Vista Equity Partners
  • Rodrigo Liang | SambaNova
  • Dani Burger | Bloomberg TV
7:30 pm ET / 4:30 pm PT

The Trillion-Dollar Digital Infrastructure and Real Assets Opportunity: Powering the Global Economy

The exponential growth of data, cloud computing, and artificial intelligence is driving one of the largest infrastructure buildouts in modern history. In this session, industry leaders examine how technology demand is reshaping real assets across data centers, power generation, logistics real estate, and broader real estate.

Featuring
  • Brandon Freiman | KKR
  • Mike Forman | Blackstone
  • Jessica Bailey | Nuveen
  • Romaine Bostick | Bloomberg TV

Streaming Live on Wednesday, October 14

Scroll through to see all available sessions.

11:45 am ET / 8:45 am PT

The 2026 Allocation Playbook: Constructing Portfolios Across Public and Private Markets

As correlations shift and liquidity dynamics evolve, portfolio construction demands a more deliberate approach. Investors are reassessing how public and private exposures work together to drive return, manage risk, and create durability across cycles. This session explores forward-looking allocation frameworks designed for 2026 and beyond.

Featuring
  • Ken Lantigua | BlackRock
  • Dave Donahoo | Franklin Templeton
  • Venu Krishnamurthy | HarbourVest
  • Diana Sands | Apollo
  • Brad Walker | CAIS
12:30 pm ET / 9:30 am PT

Fireside With Harvey Schwartz

Harvey Schwartz has navigated the full arc of modern finance, from the trading floors of Goldman Sachs to the helm of Carlyle. In this wide-ranging conversation, Harvey reflects on the evolution of private markets, the art of building and leading great institutions, and the principles that have carried him through every cycle.

Featuring
  • Harvey Schwartz | Carlyle
  • Scott Wapner | CNBC
3:45 pm ET / 12:45 pm PT

The Credit Reset: Private Capital and the Rewiring of Global Lending

A new era of lending is taking shape. As banks recalibrate and borrower needs evolve, private credit has emerged as a powerful and flexible source of capital, supporting businesses across sectors and fueling economic expansion. In this session, leading investors explore how private capital is bringing speed, customization, and alignment to financing solutions.

Featuring
  • Ted Koenig | Monroe Capital
  • Dan Loeb | Third Point
  • Drew McKnight | Fortress
  • Dani Burger | Bloomberg TV
6:45 pm ET / 3:45 pm PT

Control the Platform, Control the Audience: The New Power Structure in Sports and Media

The battle for audience attention has become a battle for platform control. As streaming platforms, technology companies, and leagues redraw the lines of distribution, the economics of sports and media are being fundamentally reshaped. This session examines how ownership of content, direct-to-consumer relationships, and proprietary data are redefining leverage across the ecosystem.

Featuring
  • Lee Solomon | Apollo
  • Kort Schnabel | Ares
  • Dean Zayed | Brookstone
2026-summit-gold-emblem-single

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Speakers

2025 SUmmit - Maneet

Maneet Ahuja
Forbes
Glenn August _ Oak Hill

Glenn R. August
OHA
summit-Jessica Bailey

Jessica Bailey
Nuveen
Romaine Bostick _ Bloomberg (1)

Romaine Bostick
Bloomberg TV
summit-mcbx4

Matt Brown
CAIS
Dani Burger

Dani Burger
Bloomberg TV
summit-alex4x

Alex Cavalieri
CAIS
summit-Dave Donahoue

Dave Donahoo
Franklin Templeton
summit-Mike Forman

Mike Forman
Blackstone
Brandon Freiman

Brandon Freiman
KKR
Ted Koenig _ Monroe Captial (2)

Ted Koenig
Monroe Capital
summit-Venu Krishnamurthy

Venu Krishnamurthy
HarbourVest
summit-Ken Lantigua

Ken Lantigua
BlackRock
summit-Rodrigo Liang

Rodrigo Liang
SambaNova
2025 summit - Marc Lipschultz _ Blue Owl

Marc Lipschultz
Blue Owl
summit-Dan Loeb

Dan Loeb
Third Point
summit-Drew McKnight

Drew McKnight
Fortress
summit-Jen Prosek

Jen Prosek
Prosek Partners
summit-Diana Sands

Diana Sands
Apollo
summit-Kort Schnabel

Kort Schnabel
Ares
2025 summit - Harvey Schwartz _ Carlyle

Harvey Schwartz
Carlyle
summit-Sharps,

Rob Sharps
T. Rowe Price
summit-Doug Sieg

Douglas Sieg
Lord Abbett
Robert Smith _ Vista (1)

Robert F. Smith
Vista
summit-Lee Solomon

Lee Solomon
Apollo
Scott Wapner (1)

Scott Wapner
CNBC
2025 summit - Brad Walker _ CAIS

Brad Walker
CAIS
John Waldron

John Waldron
Goldman Sachs
summit-Dean Zayed

Dean Zayed
Brookstone

Be part of the conversations happening on stage, accessible to you in real time, wherever you are.

Register Now

This communication is for discussion purposes only and does not constitute an offer to sell, or the solicitation of an offer to buy, any security or investment product. It does not purport to completely describe any security, investment product or service. CAIS does not provide any investment planning, legal, regulatory, tax, compliance or other advice and neither the Information, nor any prior or subsequent communications from or with CAIS or its representatives, should be construed as any such advice. Investment advisors and all investors should ensure that they have independently obtained sufficient information to ascertain the legal, financial, tax and regulatory consequences of any investments they consider. CAIS Capital, LLC and its affiliates (together “CAIS”) are not fiduciaries or advisors with respect to any financial services or products mentioned herein. The Information is subject to change, may be revised without notice, does not purport to be a complete description of any security, investment product or service, and should not be relied upon as the basis for an investment decision or for any other purposes whatsoever. Past performance is not a guarantee of future results. © 2026 CAIS LLC. All Rights Reserved.