Key Takeaways
- • CAIS has announced the final speaker lineup for its fourth annual CAIS Alternative Investment Summit, taking place October 13-16, 2025 at the Beverly Hilton in Los Angeles, California.
- • The event is expected to draw more than 1,200 independent advisors, alternative asset managers, and bank issuers, according to the company.
- • Speakers include senior executives from KKR, Ares Management, Blue Owl Capital, Carlyle, Blackstone, Apollo, Vista Equity Partners, Third Point, and Franklin Templeton, alongside political and media figures.
- • Former U.S. Secretary of State Mike Pompeo will lead one of the private sessions, while sessions cover macroeconomics, technology, and the incorporation of alternatives into portfolios.
- • Blue Owl President and CEO of Global Private Wealth Sean Connor describes the company as a premier partner of the summit.
Summary
CAIS, the alternative investment platform for independent financial advisors, announced the final agenda for its fourth annual CAIS Alternative Investment Summit, which runs October 13-16 at the Beverly Hilton in Los Angeles. Founder and CEO Matt Brown said the event has become the largest gathering dedicated to alternative investments in independent wealth, bringing together financial advisors, asset managers, and other influential voices from across industries.
The summit is expected to gather more than 1,200 independent advisors, leading alternative asset managers, and bank issuers. Discussion topics include macroeconomic trends, the role of technology in advancing the alternative investment industry, and the incorporation of alternatives into portfolios. Beyond private sessions, including one featuring former Secretary of State and former CIA Director Mike Pompeo, attendees can attend general sessions and "CAIS Talks" led by top alternative asset managers.
Notable sessions feature a broad slate of industry and policy leaders. Speakers include Ken Mehlman of KKR, Kipp deVeer of Ares Management, Dan Loeb of Third Point, Jenny Johnson of Franklin Templeton, Marc Lipschultz of Blue Owl Capital, Harvey Schwartz of Carlyle, Robert F. Smith of Vista Equity Partners, Glenn R. August of OHA, Neil Mehta of Apollo, and Michael Nathanson of Focus Financial Partners. Former Virginia Governor Terry McAuliffe, Todd Boehly of Eldridge Industries, and John McEnroe are also scheduled to appear. Several sessions are moderated by journalists from Bloomberg TV, CNBC, Barron's, POLITICO, and Forbes.
Sean Connor, President and CEO of Global Private Wealth at Blue Owl, said the company is proud to be a premier partner of the summit as the industry works to shape the future of private markets in investors' portfolios.
The summit is expected to gather more than 1,200 independent advisors, leading alternative asset managers, and bank issuers. Discussion topics include macroeconomic trends, the role of technology in advancing the alternative investment industry, and the incorporation of alternatives into portfolios. Beyond private sessions, including one featuring former Secretary of State and former CIA Director Mike Pompeo, attendees can attend general sessions and "CAIS Talks" led by top alternative asset managers.
Notable sessions feature a broad slate of industry and policy leaders. Speakers include Ken Mehlman of KKR, Kipp deVeer of Ares Management, Dan Loeb of Third Point, Jenny Johnson of Franklin Templeton, Marc Lipschultz of Blue Owl Capital, Harvey Schwartz of Carlyle, Robert F. Smith of Vista Equity Partners, Glenn R. August of OHA, Neil Mehta of Apollo, and Michael Nathanson of Focus Financial Partners. Former Virginia Governor Terry McAuliffe, Todd Boehly of Eldridge Industries, and John McEnroe are also scheduled to appear. Several sessions are moderated by journalists from Bloomberg TV, CNBC, Barron's, POLITICO, and Forbes.
Sean Connor, President and CEO of Global Private Wealth at Blue Owl, said the company is proud to be a premier partner of the summit as the industry works to shape the future of private markets in investors' portfolios.
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