CAIS

Transforming the world of alternative investing.

02/09/2026

Even as technology reshapes how advisors work, one preference remains consistent: learning is still deeply human.

In our fourth annual CAIS and Mercer Alternative Investment Survey, surveyed advisors continue to favor live events over purely digital formats when learning about alternative investments. The takeaway isn’t a rejection of technology; it’s a reminder that interaction, dialogue, and share experience still matter.

In this video, CAIS Co-President Brad Walker explains why combining in-person engagement with ongoing digital support may be the most effective way to help advisors learn, evaluate, and implement.

See Brad’s take here:

10/21/2025

At the CAIS Summit, CAIS Founder and CEO Matt Brown shared his journey on transforming the independent wealth channel by building the first alts platform designed for advisors.

Watch this clip to see how CAIS’ mission continues to evolve: empowering financial advisors with the access, education, and tools to deliver more for their clients.

Join the conversation at https://caismarketing.com/3Lnf62P where industry leaders are shaping the future of alternatives.

10/06/2025

Over 1,000 advisors and asset managers have joined us at CAIS Live this year to connect, learn, and share insights on alternatives.

Get an inside look at our final open event in Vail—beautiful setting, meaningful conversations, and timely insights for the independent wealth community.

09/17/2025

How can private markets enhance the client experience?

In our latest CAIS Live Conversations episode, Brandon shares his views on how private markets may offer additional benefits to advisors aiming to diversify portfolios and deepen client trust.

Hear the full story: https://caismarketing.com/4n9DiEb

10/10/2024

Join Blue Owl Capital at the CAIS Alternative Investment Summit this October!

Listen in as Marc Lipschultz shares his views on how valuable the Summit is for connecting with advisors and sharing insights on both their offerings, but also how alternative assets are emerging as a key strategy in our rapidly changing world.

To learn more, visit: https://www.caisgroup.com/events/cais-summit

10/09/2024

With over 40+ asset managers attending the CAIS Summit this year, we wanted to know: How can asset managers make the most of their time at the CAIS Summit?

Valerie Putchaven, Head of Segment Marketing at CAIS, shares her views.

Want to learn more? Visit https://www.caisgroup.com/events/cais-summit

10/08/2024

CAIS is excited to expand its relationship with BlackRock, one of the world’s leading providers of investment, advisory, and risk management solutions. Over the last two decades, BlackRock has built its private markets business into a leading platform seeking to deliver institutional-quality access to the asset class with differentiated sources of potential return, operational ease, and transparency.

Hear from BlackRock’s Elise Terry, Co-Head of Distribution for US Wealth Management, to learn more about BlackRock’s private markets business.

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