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.

Watch Recorded Playback

          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.

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.   

  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.

          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.

                                         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. 

            AI Insight for Alternative Investment Research                  Learn how to simplify your training and alternative investment due diligence, access sophisticated alternative investment reports and tools, and automatically document training and research for compliance purposes to create efficiencies in your business.

                              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

                                     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.

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

Why Alternatives?    

With changing markets, the traditional 60/50 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.

Introducation to Impact Investing

Impact investments seek to deliver positive financial impact while addressing specific investment themes such as sustainable agriculture, renewable energy, conservation, microfinance, and affordable and accessible basic services including housing, healthcare, and education.