CAIS

If you are attending the Truist Wealth Brokerage Business Development Forum, please join CAIS’ Maurice Rabbenou, Managing Director, along with Martin Taylor, Senior Managing Director and Co-Head of the Foundation Fund at Vista Equity Partners for an educational fireside chat exploring: 🗨️ The evolution of enterprise software over the past 30 years 🗨️ The patterns across major technology inflection points and what’s different about the generative AI 🗨️ Enterprise software investment trends across public and private markets 🗨️ Practical perspectives for generative AI 🕛 January 29 | 11:45 am–12:15 pm ET 📍Manalapan, FL Want to learn more about alternatives? Listen to CAIS Live Conversations: Building With Alternatives, featuring Leah Wehinger Head of Investment Advice & Solutions at Truist Wealth. (Views are the speaker’s own). https://lnkd.in/defqpU9B #alternativeinvestments #wealthmanagement #financialadvisor

What key forces will shape public and private markets in 2026 and what risks and opportunities may advisors consider? Join Saira Malik, CFA®, Chief Investment Officer at Nuveen, a TIAA company, and Winfield Sickles, Managing Director of Investment Strategy at Blackstone, as they share their perspectives on the trends redefining private markets, from the expansion of private credit and real estate to the ripple effects of AI and energy investment. Hear directly from two industry leaders on how the evolving macro backdrop and relative valuations between public and private markets may be influencing investment strategies. ⏰ Monday, February 2 | 3 pm ET ✔️ Register now: https://lnkd.in/gFqmX-Bz #privatecredit #realestate #AI #alternatives #wealthmanagement #CAIS

What role could upper-middle-market PE play in advisor portfolios? Upper-middle-market private equity seeks to combine operational sophistication and balanced exposure between large-cap stability and growth-oriented strategies. Explore part two of our private equity capital spectrum series: https://lnkd.in/gWirjBhB #financialadvisors #alternativeinvestments #privateequity

From moderating inflation to accelerating AI adoption, 2026 may mark a pivotal reset across public and private markets. As growth stabilizes and financing costs ease, advisors are reassessing where potential opportunities lie. Join CAIS and senior leaders from Nuveen, a TIAA company and Blackstone for a discussion on how macroeconomic trends and policy shifts may be affecting private equity, credit, and real assets. Register now for the webinar on February 2 at 3 pm ET: https://lnkd.in/e573cyCv #alternativeinvestments #wealthmanagement #financialadvisors

Nearly seven in 10 advisors (69%) report rising interest in alternative investments among younger clients. For wealth management firms seeking long-term growth, these shifting expectations may underscore the importance of education and responsible access to alts across client segments. See how advisor views are changing in our latest survey report: https://hubs.ly/Q03_-RP-0 #wealthmanagement #investing #fintech

2025 was a year of meaningful momentum across the alternative investment landscape. Advisors deepened their engagement with private markets. Our network continued to grow. And the CAIS community came together, online and in person, to learn, connect, and move the industry forward. Hear from CAIS Founder and CEO, Matt Brown as he reflects on the year’s progress and looks ahead to what’s possible in 2026. #alternativeinvestments #financialadvisors #wealthmanagement

Last chance to register, we’re going live today at 3 pm ET: https://lnkd.in/eZ3a6hiu Join CAIS as we host J.P. Morgan Asset Management for an overview of this quarter's Guide to Alternatives, including: ➡️ How advisors are navigating a more complex alternatives universe ➡️ Where capital is being deployed today ➡️ What risks and opportunities to watch in 2025 and beyond CE Eligibility: 1 CE credit for professionals holding CFP®, CIMA®, CPWA®, or RMA® designations.

Now streaming: A special CAIS Summit edition of CAIS Live Conversations featuring Robert F. Smith of Vista Equity Partners and Jason Graefe of Microsoft, moderated by CNBC’s Scott Wapner. They break down the agentic era of AI: what it is, why they think it matters, and how they see it reshaping enterprise software and the future of work. Check out the latest episode: https://hubs.ly/Q03_Gzyt0

“It’s nice to have a tech platform that brings it together, curates it. I can call somebody and learn about it ... It really helps us exist in this space,” says Cliff Demarest, MBA, CPWA, Managing Principal at Consilium Wealth & Advisory Inc. See how the firm uses CAIS’ integrated platform and educational resources to navigate the complexities of alternatives with greater efficiency. https://hubs.ly/Q03_wjch0 #CAISStudies #alternativeinvestments #privatemarkets

Today, CAIS honors Dr. Martin Luther King Jr.’s enduring vision of equality and service. His message continues to inspire us to act with courage, empathy, and purpose as we work toward a more just future for all.