AI Insight 2019 Alternative Investment Monthly Webinars 

Join AI Insight every month for a 30-to-60 minute webinar as we talk with you about relevant topics and trends in the alternative investment industry. Plus, learn how to better navigate our training and education platform to help you research and efficiently implement alternative investments in your practice.

Review the webinar schedule below, then click the corresponding registration link to save your seat. If you attend the live webinar, your attendance will be recorded in your AI Insight Training, Education & Research log. If you're unable to attend, check back here to access the recorded playbacks each month. There is no cost to attend the webinars. 

Date Time Topic Target Audience Registration Link
November 21, 2019 4:00 p.m. ET

Why Alternatives?    

With changing markets, the traditional 60/40 portfolio mix has become outdated. Learn how alternative investments can help you remain competitive and appeal to clients, plus how you can access comprehensive alternative investment information to help you apply them in your practice.

Financial Advisors/RIAs Watch Recorded Playback
October 24, 2019 2:00 p.m. ET

              AI Insight's Comparative Reporting Tool                    Learn how to create sophisticated comparative reports based on 120+ program features to help you research and source alternative investments that meet your due diligence criteria.                      

Financial Advisors/RIAs

Watch Recorded Playback

September 26, 2019 2:00 p.m. ET

                                 Q2 2019 Industry Insights                                  We will review key Q2 data for all non-traded sectors, discuss due diligence findings and highlight how you can use AI Insight to access hard-to-find alternative investment information to follow up on any questions you may have about this data and more.   

For AI Insight Financial Performance Reporting/Premium Reporting subscribers only Watch Webinar Excerpt
August 29, 2019 2:00 p.m. ET

                              AI Insight for Administrators                                 Find out how to consistently train your advisors on complex product features, risks and suitability using modules based on the prospectus or PPM. Learn to create customized training based on your firm-specific requirements, such as written supervisory procedures.   

Broker Dealer firms

RIA firms

Watch Recorded Playback
August 28, 2019 4:00 p.m. ET

Alternative Mutual Fund Industry Insights

We will review key developments for the alternative mutual fund industry including an analysis of performance, performance statistics, and AUM trends among other areas of interest. 

For AI Insight Alternative Mutual Fund Research subscribers only Watch Webinar Excerpt
July 24, 2019 4:00 p.m. ET

              AI Insight for Alternative Investment Research                  Find out how to create efficiencies in your business by simplifying your alternative investments research, training and due diligence using sophisticated alternative investment reports and tools.        

Financial Advisors Watch Recorded Playback
June 27, 2019 2:00 p.m. ET

                                         AI Insight for RIAs                                      Darren Whissen, Founder and President of Atomi Financial Group, Inc., and Vali Nasr, CEO of Claraphi Advisory Network, LLC, will join us for a webinar focused on the RIA audience. Expand your complex product knowledge, and learn how to enhance your research and due diligence efforts to more confidently apply alternative investment solutions. 


Watch Recorded Playback

Additional Information from Atomi Financial Group: Alternative Investment Due Diligence Considerations

May 30, 2019 2:00 p.m. ET

        AI Insight for Alternative Investment Managers               Find out how to provide an unbiased presentation of your program facts, features and risks, offering IBDs, RIAs and FAs easy access to your current offering documents including updates to quarterly performance. Learn about competitive research tools available to you, lead generation and marketing opportunities.

Alternative Investment Managers Watch Recorded Playback
April 25, 2019 2:00 p.m. ET

           AI Insight's Financial Performance Reporting Tool featuring new Industry Reports   

Find out how you can access hard-to-find key financial statistics for Private Placements, Non-Traded REITs, BDCs and Closed-End Funds, and Alternative Mutual Funds, such as distributions and coverage ratios, sector allocations, capital raise, leverage ratios and more. See how to customize packaged reports that combine the Industry Report with snapshots for the programs most important to you.                  

Financial Advisors and RIAs

Watch Recorded Playback
March 28, 2019 2:00 p.m. ET

 AI Insight Continuing Education Features & Enhancements   Learn how you can efficiently customize, facilitate and document: Needs Analysis Surveys, Firm Element Training, Annual Compliance Meeting, Annual Disclosure Questionnaire and Anti-Money Laundering Training.           

Home Office - Broker Dealers and Alternative Investment Managers Watch Recorded Playback
February 28, 2019 4:00 p.m. ET

           Panel Discussion: Alternative Mutual Funds           Industry leaders from Cetera Investment Management, Snyder Kearney and Vivaldi Capital Management discuss the current regulatory environment for Alternative Mutual Funds including recent performance and challenges the space has seen. The panel will also talk about how alternative mutual funds fit into a portfolio as a complement to illiquid alternatives and other investments. This call will be extended from our standard 30-minute webinar to an hour-long webinar.                                     

Financial Advisors/RIAs Watch Recorded Playback
January 31, 2019 2:00 p.m. ET

                             Introduction to Opportunity Zones                             Key Speaker: Kyla M. Ehrisman, Esq. of Mick Law P.C. LLO

Learn about the newest alternative investment. Plus, you'll hear about the rules, risks and potential benefits, and find out about the training resources available to you.

Financial Advisors/RIAs Watch Recorded Playback


• For general questions, contact us at 877-794-9448 ext. 710 or

• If you would like to schedule a live tour of the AI Insight platform customized to your business needs, click here or contact us at

On a subscription basis, AI Insight provides informational resources and training to financial professionals regarding alternative investment products and offerings. AI Insight is not affiliated with any issuer of such investments or associated in any manner with any offer or sale of such investments. The information above does not constitute an offer to sell any securities, or represent an express or implied opinion on or endorsement of any specific alternative investment opportunity, offering or issuer.
Tweet This blankSend to Linkedin  
We want to connect with you! Find us on LinkedInTwitter and YouTube for the latest on Alternative Investments.
Copyright ©2019. AI Insight. All rights reserved.
Our mailing address is: AI Insight, 659 High Street, Worthington, OH 43085