With nine in 10 advisors allocating to alternatives, CAIS Live builds on strong momentum, having engaged more than 3,000 advisors in 2025 through in-person education and access to industry leaders

CAIS, the leading alternative investment platform for independent financial advisors, today announced its 2026 lineup of CAIS Live events and marquee CAIS Alternative Investment Summit dates, further cementing the firm’s commitment to delivering high-impact education, peer connection and practical insights for advisors integrating alternative investments into client portfolios.

Now in its third year, CAIS Live reflects growing advisor demand of alternative investments in modern wealth management portfolios. According to the recent 2026 CAIS and Mercer Survey, nine in 10 advisors allocate to alternatives, with nearly half dedicating more than 10% of client portfolios to these strategies. Advisors also prefer personal engagement in the form of one-on-one meetings (61%) and live events (40%), to learn about new opportunities in the space. CAIS Live supports this demand by offering advisors direct access to industry leaders, timely market perspectives and actionable educational programming. Events are complimentary and offer opportunities to earn CE credits.

“Advisors are navigating a rapidly evolving investment landscape, which makes education more critical than ever,” said Brad Walker, President at CAIS. “Our 2026 events are designed to meet advisors where they are by delivering insights, meaningful dialogue and exposure to the strategies shaping the future of portfolios.”

The 2026 CAIS Live schedule includes:

• CAIS Live | Capital Markets – March 5–6, Austin, TX
• CAIS Live | Leaders in Wealth – March 24–26, Kiawah Island, SC
• CAIS Live | New York – April 16, New York, NY
• CAIS Live | South – April 29–30, Amelia Island, FL
• CAIS Live | Midwest – May 19, Chicago, IL
• CAIS Live | Boston – June 15, Boston, MA
• CAIS Live | West – July 21–22, Monarch Beach, CA
• CAIS Live | New York – September 15, New York, NY
• CAIS Alternative Investment Summit – October 12–15, Beverly Hills, CA

In addition to our 2026 CAIS Live schedule, CAIS also partners with leading independent broker-dealers and RIAs to host curated events for their teams and advisors.

“As technology and AI continue to reshape how advisors access information, the growth of CAIS Live underscores something that hasn’t changed: advisors still want to learn collaboratively, in person and alongside industry leaders,” said Alex Cavalieri, Chief Marketing Officer at CAIS. “Now in its third year, CAIS Live reflects the power of curated, high-impact events to strengthen networks, build community and deliver the education advisors need.”

“Live events continue to play a critical role in how advisors engage with alternative investments. Through our participation in CAIS Live and the CAIS Summit, we’ve seen firsthand how in-person dialogue creates deeper understanding, stronger relationships, and more informed decision-making,” said Glenn August, Founder and CEO, OHA. "As interest in alternatives continues to grow across the industry, these events are becoming increasingly important for meaningful advisor education and collaboration.”

In 2026, CAIS Live events will culminate with the CAIS Alternative Investment Summit, the marquee gathering of independent advisors and alternative asset managers. The CAIS Summit will be returning to The Beverly Hilton in Beverly Hills from October 12-15, 2026. For more information on CAIS Live, please visit our events information page.

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 and capital market strategies 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 $7.5 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin, TX; London; and Red Bank, NJ.

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, member FINRA, SIPC.

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