CAIS Announces Final Speaker Lineup for Fourth Annual Summit Bringing Together Top Independent Advisors and Alternative Asset Managers

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NEW YORK--(BUSINESS WIRE)--Oct 3, 2025--

CAIS, the leading alternative investment platform for independent financial advisors, today announced the final agenda for its fourth annual CAIS Alternative Investment Summit, the industry’s marquee gathering of financial advisors and alts managers, taking place October 13-16 at the Beverly Hilton in Los Angeles, California.

“As we host the 4th Annual CAIS Summit, it’s clear this event has solidified its place as the largest gathering dedicated to alternative investments in independent wealth,” said Matt Brown, Founder and CEO of CAIS. “Over the past four years, we’ve brought together financial advisors, asset managers, and influential voices from across industries to deliver unmatched access to insights and conversations. This year’s program seeks to elevate this tradition by equipping advisors and alts managers with the perspective they need in an ever-changing world.”

The CAIS Summit is expected to gather more than 1,200 premier independent advisors, leading alternative asset managers, and bank issuers for discussions around macroeconomic trends, the role of technology in driving the alternative investment industry forward, and the incorporation of alternatives into portfolios. In addition to private sessions – one of which will feature Mike Pompeo, 70 th U.S. Secretary of State and Former Director of the Central Intelligence Agency – attendees will benefit from general sessions and ‘CAIS Talks’ led by top alternative asset managers.

Notable sessions include:

Eyes on 2028 & Beyond: Markets, Policy, and Global Positioning

• Ken Mehlman, Partner, Global Head of Public Policy & Affairs, KKR
• Terry McAuliffe, 72 nd Governor of Virginia
• Dasha Burns, POLITICO White House Bureau Chief, Host of “The Conversation with Dasha Burns” (Moderator)

The Capital View: From Washington to Wall Street

• Kipp deVeer, Partner and Co-President, Ares Management
• Dan Loeb, CEO, Third Point
• Jenny Johnson, CEO, Franklin Templeton
• Jen Prosek, Founder and Managing Partner, Prosek Partners (Moderator)

Building the Future of Private Markets: A Conversation with Blue Owl’s Marc Lipschultz

• Marc Lipschultz, Co-CEO, Blue Owl Capital
• Dani Burger, Anchor, Bloomberg TV (Moderator)

The Agentic Era: Our World’s Next Chapter

• Robert F. Smith, Founder, Chairman and CEO, Vista Equity Partners
• Jason R. Graefe, Corporate Vice President, AI Partner Catalyst Team, Microsoft
• Scott Wapner, Host of the “Halftime Report,” CNBC (Moderator)

The New Playbook for Alternatives: A Conversation with Harvey Schwartz

• Harvey Schwartz, CEO, Carlyle
• Andy Serwer, Editor-at-Large, Barron's (Moderator)

The Great Rebuild: Investing in Tomorrow’s Economy

• A.J. Agarwal, Co-President and Director of Blackstone Real Estate Income Trust ("BREIT"), Blackstone
• Milton Berlinski, Co-Founder, Reverence
• Ken Kencel, President and CEO, Churchill Asset Management
• Romaine Bostick, Anchor, Bloomberg TV (Moderator)

Blurred Lines: The Convergence of Public and Private Markets

• Glenn R. August, Founder & CEO, OHA
• David Chubak, Head of Wealth Management and Field Management, Edward Jones
• Neil Mehta, Partner and Head of New Markets, Apollo
• Michael Nathanson, CEO, Focus Financial Partners
• Brad Walker, Co-President, CAIS (Moderator)

From Prime Time to Screen Time: Streaming, Stadiums, and the New Attention Economy

• Todd Boehly, Co-Founder, Chairman and CEO, Eldridge Industries
• Ian Charles, Co-Founder and Managing Partner, Arctos Partners
• Maneet Ahuja, Editor-at-Large, Forbes and Founder ICONOCLAST (Moderator)

Game, Grit, and Greatness: A Conversation with Legends

• John McEnroe, Hall of Fame Tennis Legend, NY Times #1 Best Seller, and Philanthropist
• Surprise Guest
• Matt Brown, Founder and CEO, CAIS (Moderator)

“The CAIS Summit continues to be a hallmark event for the independent advisor and alternative asset management community through its world-class speaker lineup. Blue Owl is proud to be a premier partner with CAIS as we collectively shape the future of private markets in investors’ portfolios, a space rich with opportunity for innovation, education, and long-term value creation,” said Sean Connor, President & CEO of Global Private Wealth at Blue Owl.

To learn more about the CAIS Summit, visit: caisgroup.com/events.

About CAIS

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers with a single operating system for scale and efficiency.

CAIS serves over 2,000 wealth management firms that support more than 62,000 financial advisors who oversee approximately $7 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in London; Austin, Texas; and Red Bank, New Jersey.

CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.

For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, memberFINRA,SIPC.

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CONTACT: For CAIS

Prosek Partners

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KEYWORD: CALIFORNIA NEW YORK UNITED STATES NORTH AMERICA

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SOURCE: CAIS

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PUB: 10/03/2025 10:38 AM/DISC: 10/03/2025 10:37 AM

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