September 29, 2022 | CAIS<\/p>\n
CAIS<\/a>, the leading alternative investment marketplace for independent financial advisors, today announced the final agenda for its inaugural Alternative Investment Summit, which will take place October 17 to 19, 2022 at the Beverly Hilton in Los Angeles, California.<\/p>\n \u201cAs we enter this \u2018New Era of Access\u2019 with advisors shifting away from public markets to alternatives, CAIS is eager to connect the independent wealth channel with leading alternative asset managers in a way that\u2019s never been done before,\u201d said Matt Brown, Founder and CEO at CAIS. \u201cThe CAIS Summit will be tailored to the unique needs and priorities of the independent financial advisor community, giving them knowledge, insights, and access to managers so that they can more confidently embrace alternative investment strategies and seek to grow their businesses.\u201d<\/p>\n In addition to over 40 leading alternative investment managers, the summit will host hundreds of independent financial advisors from RIAs and IBDs who oversee more than $2 trillion in assets including Marty Bicknell, President and CEO of Mariner Wealth Advisors, Rajini Kodialam, Co-Founder, Board Member and Chief Operating Officer of Focus Financial Partners, and Jeff Dekko, CEO of Wealth Enhancement Group, who are slated to present.<\/p>\n Notable general sessions include:<\/p>\n \u2022 What\u2019s the Alternative?<\/strong> How Today\u2019s Economy may be Making the Argument for Alts: Jenny Johnson, President and CEO, Franklin Templeton; Mike Arougheti, Director, Co-Founder, CEO and President, Ares; Jim Zelter, Co-President, Apollo; Michael Milken, Chairman, Milken Institute (Moderator)<\/p>\n \u2022 Market Update with Marko Kolanovic:<\/strong> Marko Kolanovic, PhD, Chief Global Markets Strategist, J.P. Morgan<\/p>\n \u2022 Get in the Game:<\/strong> Why Pro Sports may be an Attractive Asset Class:<\/strong> Todd Boehly, Co-Founder, Chairman and CEO, Eldridge; Marc Lasry, Co-Founder and CEO, Avenue Capital Group; Dr. Frank Luntz, American Political and Communications Consultant (Moderator)<\/p>\n \u2022 Zoom Out:<\/strong> The Macro-Forces Potentially Impacting the Wealth Management Industry\u2019s Evolution:<\/strong> Aaron Hodari, Managing Director, Schechter; Hunter Satterfield, Partner, Cain Watters; Cameron Dawson, Chief Investment Officer, NewEdge Wealth; Chip Roame, Founder and Managing Partner, Tiburon Strategic Advisors (Moderator)<\/p>\n \u2022 Mid-Terms in Mind: How November\u2019s Election Outcomes Could Impact Advisors:<\/strong> Dr. Frank Luntz, American Political and Communications Consultant<\/p>\n \u2022 A Conversation with Jay Clayton:<\/strong> Jay Clayton, Apollo Chair and Former SEC Chair<\/p>\n \u2022 Blockchain Beyond the Bulls and Bears:<\/strong> Mike Novogratz, Founder and CEO, Galaxy; Dan Tapiero, CEO, 10T; Jennifer Prosek, Managing Partner, Prosek (Moderator)<\/p>\n In addition to general sessions, attendees will benefit from a variety of discussion formats including breakfast roundtables and \u2018CAIS Talks\u2019 spread over six different session times. These 30-minute mini sessions will run concurrently on three stages, with a focus on a wide range of alternative asset categories, and will be led by industry leaders including:<\/p>\n \u2022 Angelo Gordon<\/strong> \u2013 TJ Durkin, Head of Structured Credit, Co-Portfolio Manager for MVP<\/p>\n \u2022 Apollo Global Management<\/strong> \u2013 Stephanie Drescher, Global Head of Client Products and Solutions<\/p>\n \u2022 Ares<\/strong> \u2013 Raj Dhanda, Partner and Global Head of Wealth Management<\/p>\n \u2022 Avenue Capital Group<\/strong> \u2013 Marc Lasry, Co-Founder and CEO<\/p>\n \u2022 Benefit Street Partners<\/strong> \u2013 Richard Byrne, President<\/p>\n \u2022 Bluerock<\/strong> \u2013 Miguel Sosa, Research and Product Strategist<\/p>\n \u2022 Carlson Capital<\/strong> \u2013 Thad Teaford Jr., Portfolio Manager and Partner<\/p>\n \u2022 Davidson Kempner<\/strong> \u2013 Eric Epstein, President<\/p>\n \u2022 EQT<\/strong> \u2013 Eric Liu, Partner and Head of North American Private Equity<\/p>\n \u2022 Hamilton Lane<\/strong> \u2013 Erik Hirsch, Vice Chairman and Head of Strategic Initiatives<\/p>\n \u2022 HarbourVest<\/strong> \u2013 Drew Snow, Principal, QIS Client Strategist<\/p>\n \u2022 ICG<\/strong> \u2013 Andrew Hawkins, Vice Chairman, Strategic Equity<\/p>\n \u2022 J.P. Morgan<\/strong> \u2013 Marko Kolanovic, PhD, Chief Global Markets Strategist<\/p>\n \u2022 Mercer<\/strong> \u2013 Amy Ridge, Partner; Gregg Sommer, Partner<\/p>\n \u2022 Monroe Capital<\/strong> \u2013 Theodore Koenig, Chairman and CEO<\/p>\n \u2022 Silicon Valley Bank<\/strong> \u2013 John China, President<\/p>\n \u2022 The Carlyle Group<\/strong> \u2013 Brian Marcus, Managing Director and Portfolio Manager<\/p>\n \u2022 WorldQuant, Millennium<\/strong> \u2013 Andy Kreuz, Deputy Chief Investment Officer<\/p>\n CAIS Summit is an invite-only event. To view the agenda and inquire to join us, click here<\/a>.<\/p>\n About CAIS<\/strong><\/span><\/p>\n CAIS is the leading alternative investment platform for financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and\/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source.<\/span><\/p>\n CAIS also provides an industry-leading learning system, CAIS IQ, to help advisors learn faster, remember longer, and improve client outcomes.<\/span><\/p>\n All funds listed on CAIS undergo Mercer’s independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab, and Pershing, which make investing in alternatives simple.<\/span><\/p>\n Founded in 2009, CAIS, a fintech leader, is empowering over 6,600+ unique advisor firms\/teams who oversee more than $2.5T+ in network assets. Since its inception, CAIS has facilitated over $18B+ in transaction volume as the first truly open marketplace where financial advisors and alternative asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, and San Francisco. For more information about CAIS, please visit www.caisgroup.com<\/a>.<\/span><\/p>\n Securities offered through CAIS Capital LLC, member FINRA, SIPC.<\/span><\/p>\n Contacts:<\/strong><\/span><\/p>\n For CAIS <\/span> <\/p>\n <\/p>\n
\nNadia Damouni <\/span>
\nPro-CAISPR@Prosek.com<\/a><\/span><\/p>\n