The New Era of Access

Our alternative investment summit is intended to be specifically tailored to the needs of the independent wealth management community.

Over three days, we expect to bring together hundreds of independent advisors with leading alternative asset managers to network, explore, learn, and enjoy.



See a highlighted snapshot of some of the sessions that will be available to attendees at the CAIS Summit. Agenda is subject to change.

A New Era of Access

For a long time, larger institutions had preferred access the best alternative asset managers, leaving many financial advisors and their clients on the sidelines. Today, technology is changing the game, allowing advisors access that was previously unavailable and leveling the playing field. CAIS Founder and CEO Matt Brown believes we’re in the first inning of “a new era of access.” He’ll discuss his views on the trends driving this shift, and look ahead to what’s next, and explain how alts may have the ability to provide advisors with a competitive advantage.

What’s the Alternative? How Today’s Economy may be Making the Argument for Alts

Where do investors find opportunity in an environment of persistent inflation and rising interest rates? Alternatives may be the compelling option, but how do advisors position their clients for success in an uncertain climate? Michael Milken leads a discussion that will explore the realities and possibilities of today’s alternative investment space and examines what the alternatives future might hold. Featuring Michael Milken, Chairman, Milken Insitute; Jenny Johnson, CEO, Franklin Templeton Investments; Mike Arougheti, Director, Co-Founder, Chief Executive Officer and President, Ares; and Jim Zelter, Co-President, Apollo.

Market Update with Marko Kolanovic

Join Marko Kolanovic, PhD, Chief Global Markets Strategist, J.P. Morgan for a timely market update over lunch.

Get in the Game: Why Pro Sports may be an Attractive Asset Class

Professional sports are no longer just a billionaires’ playground. Private equity firms, institutional investors, and special purpose acquisition companies (SPACs) have all gotten into the game, drawn not just by the excitement of sport, but by ever-expanding values of teams and leagues around the globe. CVC Capital Partners’ $2 billion investment in media rights of Italy’s soccer league Serie A, Silver Lake Partner’s acquiring a stake in City Football Group for $500 million, and Arctos Sports Partners raising $500 million to invest in European and U.S. sports leagues are just a few recent examples. Our all-star panel of experts will explore why sports as an alternative investment sector may be favored to win. Featuring Todd Boehly, Co-Founder, Chairman and CEO of Eldridge; Marc Lasry, Co-Founder and CEO, Avenue Capital Management, and moderated by Dr. Frank Luntz, American Political Communications Consultant.

Zoom out: The Macro-Forces Potentially Impacting the Wealth Management Industry’s Evolution

Many of today’s advisors face a new and growing set of challenges while also managing the day-to-day business of meeting their clients’ needs. Chip Roame leads a far-ranging discussion of the externalities at work shaping the independent space of the future. What should advisors know about the road ahead for the economy, regulation, and the shifting political landscape as we head into mid-term elections? What role may alternatives play in helping them build in protections? Join our final session as we re-cap the lessons from CAIS Summit and examine the big picture. Featuring Chip Roame, Founder and Managing Partner, Tiburon Strategic Advisors and Aaron Hodari, CIO & managing Director, Schecter.

Mid-terms in mind: How November’s Election Outcomes Could Impact Advisors

Economics and politics are becoming increasingly intertwined, with talk of inflation, recession, and interest rates dominating both conversations. The mid-term elections are just around the corner, and advisors are keenly awaiting outcomes that may impact their firms and their clients. Renowned political analyst and communications consultant Frank Luntz examines the political scenarios around the country, breaks down the potential impacts and looks at why advisors may need to keep their eyes on the ever-shifting sands of the political landscape. Featuring Dr. Frank Luntz, Dr. American Political and Communications Consultant

A Conversation with Jay Clayton

This lively discussion will cover topics that include the growth of the private market and potential impact on the national and global economy, the future of the broker-dealer model, influence of social media on investors and future of regulation. Featuring Jay Clayton, Apollo Chair and Former SEC Chair.

What’s the Deal with M&A?

Consolidation? Scale? Succession? What are today’s RIA firms looking for when it comes to making a deal? Get an insider’s perspective on the state of play in the acquisition marketplace for RIAs and find out why after nearly a decade of continuous uptick in deals, the pace of transactions has recently slowed. Is this a market-driven trend or a new normal? Industry expert Dan Seivert leads a discussion to get to the bottom of what’s happening on the M&A landscape. Featuring Marty Bicknell, President and CEO, Mariner Wealth Advisors; Rajini Kodialam, Co-Founder, Board Member and Chief Operating Officer, Focus Financial Partners; Dan Seivert, CEO & Founder, ECHELON Partners.

Blockchain Beyond the Bulls and Bears

The blockchain as a financial instrument is simultaneously totally transparent and enshrouded in mystery. Investors and advisors alike continue to scratch their heads while also envisioning a future that promises to be transformative on a global level. Veteran financial communications professional Jen Prosek leads an exploration of the digital asset landscape featuring trailblazers from Galaxy and 10T Fund, to give us an insider’s perspective on the blockchain ecosystem and where the opportunities, obstacles and solutions may be for advisors and institutions as we head toward a digital-first economy. Featuring Mike Novogratz, Founder and CEO, Galaxy; Dan Tapiero, CEO and Managing Partner, 10T and moderated by Jennifer Prosek, Managing Partner, Prosek.

CAIS Talks

These 30-minute, punchy sessions aim to educate, encourage curiosity, and highlight the different types of alternative asset strategies and asset classes available through the CAIS platform.  These sessions will feature:

  • Eric Liu, Partner, Head of North American Private Equity, EQT
  • Marc Lasry, Co-Founder and Chief Executive Officer; Avenue Capital Group
  • Eric Hirsch, Vice Chairman & Head of Strategic Initiatives, Hamilton Lane
  • Stephanie Drescher, Global Head of Client Products and Solutions, Apollo Global Management
  • Theodore Koenig, Chairman and CEO, Monroe Capital
  • Andy Kreuz, Deputy Chief Investment Officer, WorldQuant
  • Raj Dhanda, Partner and Global Head of Wealth Management, Ares
  • Eric Epstein, President, Davidson Kempner
  • Brian Marcus, Managing Director and Portfolio Manager, Carlyle
  • Thad Teaford Jr., Portfolio Manager of Event Driven Mergers & Acquisitions, Carlson Capital
  • Miguel Sosa, Research and Product Strategist, Bluerock
  • Marko Kolanovic, Chief Global Strategist, J.P. Morgan
  • John China, President, Silicon Valley Bank (SVB) Venture Capital
  • TJ Durkin, Head of Structured Credit, Co-Portfolio Manager for MVP, Angelo Gordon
  • Andrew Hawkins, Vice Chairman, ICG
  • Drew Snow, Principal, QIS Client Strategist, HarbourVest

This website is for discussion purposes only and is not intended as, and may not be relied on in any manner as legal, tax or investment advice, or as an offer to sell, a solicitation of an offer to purchase, or a recommendation of any fund interest or other type of security. Any such offer may only be made pursuant to the delivery of formal offering documents. CAIS makes no representation or warranties with respect to the information contained herein, and such information should not be relied upon in connection with an investment decision, or for any other purpose whatsoever. Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. An investment in an alternative investment entails a high degree of risk and no assurance can be given that any alternative investment's investment objectives will be achieved or that investors will receive a return of their capital. Information contained is believed to be reliable, but not guaranteed, and CAIS assumes no liability for the information provided, or its ability to satisfy any legal or regulatory requirements. © Capital Integration Systems LLC 2022. All Rights Reserved.

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