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                                       Find out how to use robust tools, expand your knowledge, and track your due diligence efforts to more confidently apply alternative
investment solutions for clients. Hear about how to get a free subscription to AI Insight.

                           AI Insight for Financial Advisors                            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 Alternative Mutual Fund Research                   AI Insight created an enhanced framework for understanding the Alternative Mutual Fund industry. Learn about how our research tools and our alternatives-centric strategy provides comprehensive information to help you apply liquid alternatives in your practice.

                             AI Insight for Broker Dealers                                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.

                  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. 

AI Insight's Financial Performance Reporting Tool   

Learn how to view data insights for non-traded REITs, BDCs, Closed-End Interval Funds, Private Placements and Alternative Mutual Funds. AI Insight's Financial Performance Reporting helps you keep watch on trends using our extensive review of available programs providing key financial statistics for each industry and program, such as distributions and coverage ratios, sector allocations, capital raise, leverage ratios and more.