CAIS

Not every memorable CAIS Summit moment happened on stage. Between the insightful discussions and engaging sessions, there were plenty of moments worth capturing, from candid conversations to the fun in between. We're sharing some that made the camera roll. #CAISSummit

How do lessons learned on the sports field translate to running a $250 billion asset manager? Doug Sieg went from quarterbacking at Penn State to leading Lord Abbett as CEO. In this episode, he shares the mindset and leadership principles that have guided him throughout his career.    Stream the full episode: caismarketing.com/4A5lr7q  #wealthmanagement #alternativeinvestments #financialadvisor

Live from Schwab IMPACT®: CAIS joins Anthropic’s Claude for Financial Advisors. Our team is currently at IMPACT, walking through the CAIS platform, as well as showing how CAIS works in Claude for Financial Advisors.  Announced yesterday, advisors can now bring CAISey and fund research, holdings, and education into their Claude workspace, alongside the CRM, custody, and portfolio reporting tools their firms already use.  That means:  ✔️ Meeting prep with alts fund details and client history in one brief  ✔️ Portfolio reviews with alts positions alongside the rest of the household  ✔️ Fund research that may align with a client’s strategy, with eligibility included  At IMPACT? Stop by booth 1324 to see it in action.  Read the full announcement in our press release: caismarketing.com/3We22lY #alternativeinvestments #wealthmanagement #advisorworkflow

We’re excited to expand our work with Anthropic. CAIS joins Anthropic’s Claude for Financial Advisors. Advisors can now bring CAISey and fund research, holdings, and education into their Claude workspace, alongside the CRM, custody, and portfolio reporting tools their firms already use. That means: ➡️ Meeting prep with alts fund details and client history in one brief ➡️ Portfolio reviews with alts positions alongside the rest of the household ➡️ Fund research that may align with a client’s strategy, with eligibility included Read the full announcement in our press release: caismarketing.com/3WQnXje #alternativeinvestments #wealthmanagement #advisorworkflow

CAIS will be at Raymond James EMPOWER from October 26–28. On Tuesday, October 27 at 11:10 am ET, Judah Schulman, Head of Funds Sales, will host a discussion on “The advisor Playbook for Scaling Alternatives,” covering the tools, resources, and processes advisors and firms are using to help make alternative investing more efficient and scalable. While there, connect with Leo Gerst at the CAIS booth for a walkthrough of the CAIS platform and how it supports the full alternative investment lifecycle. To learn more about our tech, check out our Q3 2026 CAIS Tech Release Notes: caismarketing.com/48ixkuC #alternativeinvestments #wealthmanagement #advisorworkflow

Partnership at the CAIS Summit goes well beyond a logo on the wall. Our partners and sponsors brought their perspectives to the stage, contributed to conversations across the Summit, and invested their time and expertise in making the experience more valuable for everyone who joined us in Beverly Hills. Thank you for being an important part of the 2026 CAIS Summit. #CAISSummit

At CAIS Summit 2026, CAIS Founder and CEO Matt Brown describes a watershed moment for advisors and alternative investments. In his fireside chat with host Alex Cavalieri, he explains what’s behind the shift and how CAIS is building our platform around it.   Catch their full conversation:   #CAISSummit #alternativeinvestments #financialadvisor

CAIS is a 2026 MMI/Barron's Industry Awards winner for Technology/Solutions Provider of the Year – Technology Integration. The category recognizes providers that bring multiple tools, services, and data sources together into connected, comprehensive advisory ecosystems. That's the work our teams do every day, and we're proud to see it recognized. CAIS' Managing Director of Investment Solutions Ron Miller accepted the award on behalf of the CAIS team. Thank you to the advisor community that shapes what we build. We're grateful for how far we've come and focused on what's next.

Now streaming: Blackstone’s Global Head of Private Wealth Joan Solotar on CAIS Live Conversations. In this episode, Brad Walker sits down with Joan to discuss private wealth, advisor education, portfolio construction, and the role technology has played in making private investments more accessible. Hear more from Joan on her story and Blackstone’s entrance into the private wealth space: caismarketing.com/4jvQnsr #privatemarkets #privatewealth #wealthmanagement

From quick hits in the media lounge to longer conversations between sessions, the story of CAIS Summit traveled beyond Beverly Hills.  Thank you to the journalists and production teams who joined us and kept the conversations going.  #CAISSummit

Three days in Beverly Hills. An event that was highlighted by a community brought together and an energy that went well beyond the mainstage. From packed sessions to late nights, new connections, and everything in between, here’s a look into a week we won’t soon forget. See you in 2027. #CAISSummit

Big ideas, a packed CAIS Tech Lab, live coverage from CNBC and Bloomberg, and more filled day one of the 2026 CAIS Summit.   From mainstage sessions to networking across the independent wealth community and beyond, today reflected the energy driving the alternatives community forward.  Here’s a look at a few moments that captured what the first day of Summit had to offer. #CAISSummit

CAIS Founder and CEO Matt Brown opened the 2026 CAIS Summit mainstage with a fireside chat with CMO Alex Cavalieri, setting the tone for our fifth year bringing advisors and asset managers together in one room.  Stay tuned for highlights from our first full day in Beverly Hills.  #CAISSummit #alternativeinvestments #wealthmanagement

This year, you don’t have to be in Beverly Hills to follow the mainstage at the 2026 CAIS Summit.  Throughout this week's CAIS Summit, stream general sessions live and hear from leaders across markets, technology, policy, and business. Follow along for insights from some of the industry’s top names: caismarketing.com/3TN22sl #CAISSummit #alternativeinvestments #wealthmanagement

The CAIS Summit is designed to equip advisors with the insights, connections, and perspectives needed to navigate an evolving investment landscape.   Brad Walker, Co-President of CAIS, shares his perspective on what makes the CAIS Summit a valuable experience for advisors.   Tomorrow, the CAIS Summit returns with new speakers, fresh ideas, and timely perspectives designed to help advisors stay ahead in a rapidly changing industry. Tune in this week, from wherever you are: caismarketing.com/4hO7JOE

The CAIS Summit explores the technologies and innovations reshaping the investment landscape.  At last year’s event, Robert F. Smith, Founder, Chairman & CEO of Vista Equity Partners, shared his perspective on generative AI and its evolving role in the global economy.   Each CAIS Summit features forward-looking perspectives from the leaders shaping the future of investing, technology, and private markets.   Want to hear more from Robert at next week's Summit? Sign up here: caismarketing.com/4iepwzR #CAISSummit #generativeai #alternativeinvesting

The CAIS Summit brings together the leaders shaping the future of alternative investing. Last year, Glenn August, Founder & CEO of Oak Hill Advisors, shared his perspective on private credit, multi-strategy investing, and today's evolving market landscape. Each year, the CAIS Summit convenes leading investors and innovators to share timely perspectives on the trends shaping private markets. Hear from Glenn live during the upcoming Summit: caismarketing.com/4hRwNUO #CAISSummit #alternativeinvestments #wealthmanagement

Bringing more of CAIS Summit to more of our network. Tune in to select general sessions from this year's CAIS Summit general sessions to hear perspectives from some of the industry's leading voices. Live from Beverly Hills, available wherever you are. Save your spot: caismarketing.com/4rVAfm1 #CAISSummit #wealthmanagement #alternativeinvestments

Speakers on the CAIS Summit main stage explore the conversations advisors are having and the trends shaping the future of wealth management. Throughout the year, the CAIS Live Conversations podcast gives listeners access to industry leaders like Glenn August, Harvey Schwartz, Doug Sieg, Robert F. Smith, Ted Koenig, and Dean Zayed. At the 2026 CAIS Summit next week, those conversations will continue as these speakers take the main stage to share their latest perspectives. Listen before Summit: caismarketing.com/4jNchr3 Join the conversation live at CAIS Summit: caismarketing.com/4j6qM9b #CAISSummit #wealthmanagement #alternativeinvestments

A Summit favorite is back, and the CAIS Lab is only getting better. Visit the CAIS Lab for an interactive look at our new platform technology—explore firsthand, ask questions, and connect with CAIS product leaders who can walk you through the experience. Learn more about the latest in CAIS tech: caismarketing.com/4doo5wa #CAISSummit #wealthmanagement #fintech