Alternative Investment Webinar Schedule

Join AI Insight as we talk with you about relevant topics, performance insights and market trends in the alternative investment industry. 

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.

Click here to access recorded playbacks from our 2019 Alternative Investment Webinars

2021 Webinar Schedule
Date Time Topic Target Audience Registration Link
July 27, 2021 4 p.m. ET

Mid-Year Recap - Private Placements

Financial Advisors Register Now
Aug. 31, 2021 4 p.m. ET

Q2 2021 Alternative Mutual Fund Industry Insights

Financial Advisors Register Now
Sept. 14, 2021 4 p.m. ET

Year-End Tax Investing Strategies

Financial Advisors Coming Soon
Sept. 28, 2021 4 p.m. ET

Q2 2021 Alternative Investment Industry Insights

Financial Advisors Coming Soon
TBD Oct/Nov 2021 4 p.m. ET

Traded & Non-Traded Hedging Strategies

Financial Advisors Coming Soon
February 9, 2021 4 p.m. ET

2020 Year-End Recap - Private Placement Insights

Financial Advisors Watch the replay
February 23, 2021 4 p.m. ET

Alternative Mutual Fund Industry Insights

AI Insight Subscribers Only Contact AI Insight for the replay
May 25, 2021 4 p.m. ET Non-Traded Alternative Investment Insights Financial Advisors Watch Replay
June 15, 2021 2 p.m. ET Fireside Chat: Why Alts? with iCapital Network and Blackstone Broker Dealers, RIAs and Financial Advisors No replay available
June 23, 2021 4 p.m. ET Portfolio Planning with Alternative Investments Financial Advisors Watch Replay
2020 AI Insight Webinar Schedule
Date Time Topic Target Audience Replay Link
January 29, 2020 4 p.m. ET

2019 Year-End Recap - Private Placement Insights

We will review key 2019 data for private placements, market trends and due diligence findings.

Financial Advisors Watch Replay
February 26, 2020 4 p.m. ET

Alternative Mutual Fund Industry Insights

We will review key developments for the alternative mutual fund industry including strategy updates, positioning and AUM trends, among other areas of interest.

AI Insight Subscribers Only Watch Excerpt
February 27, 2020 4 p.m. ET

Understanding Regulation Best Interest

David Birnbaum and Linda Shirkey from Bates Compliance join us to help you gain an understanding of the SEC’s Regulation Best Interest rules and learn how you can prepare for the June 30 compliance date

Financial Advisors and Broker Dealers

Watch Replay

Want to earn 1 CFP CE Credit? Log in to AI Insight to view this webinar to earn credit and we’ll record this in your Training, Education and Research log. 

March 25, 2020 4 p.m. ET

AI Insight's Streamlined Program Review Process & New Executive Summary

We've created a one-click program review process making it easier for you to find and compare alternative investment programs. The Executive Summary now includes additional information and it's easier to read. See the revisions and learn how it works.

Financial Advisors and Broker Dealers Watch Replay
April 21, 2020 4 p.m. ET

Industry Panel Webinar - COVID-19 Impact and Outlook: Alternative Investment Markets

Join real estate and debt managers from FS Investments, Griffin Capital and Nuveen as they discuss the impact of COVID-19 on their sectors and the outlook for investors. AI Insight analysts will also provide a due diligence checklist and key takeaways to help navigate in this time of uncertainty.

All Audiences  Watch Replay
April 30, 2020 2 p.m. ET

Alternative Investment Industry Update: Year-End 2019 & Q1 2020

Kevin Gannon of Robert A. Stanger & Co. , Taylor Garrett of Mountain Dell Consulting, and Mike Kell of AI Insight review the latest trends and data from the alternative investment industry including public programs and private placements.

All Audiences Watch Replay
May 20, 2020 4 p.m. ET

2019 Alternative Investment Industry Insights

We will review key 2019 data for all non-traded sectors, market trends and due diligence findings.

AI Insight Subscribers Only Contact AI Insight Customer Care to access the replay.
July 29, 2020 4 p.m. ET

Mid-Year Recap - Private Placement Insights

We will review key data for private placements, market trends and due diligence findings.

Financial Advisors Watch Replay
August 26, 2020 4 p.m. ET

Alternative Mutual Fund Industry Insights

We will review key developments for the alternative mutual fund industry including strategy updates, positioning and AUM trends, among other areas of interest.

AI Insight Subscribers Only Subscribers received registration link via email
September 30, 2020 4 p.m. ET

Q2 2020 Alternative Investment Industry Insights

We will review key Q2 data for all non-traded sectors, market trends and due diligence findings.

All Audiences Watch Replay
October 27, 2020 4 p.m. ET CE Webinar hosted by Capital Square 1031: Section 1031 Exchange and DST Strategies for Financial Advisors Financial Advisors

Watch Replay

Want to earn 1 CFP CE Credit? Log in to AI Insight to view this webinar to earn credit and we’ll record this in your Training, Education and Research log. 


Questions?

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

• 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 sales@aiinsight.com.


 

this materialis provided for informational purposes only and is not intended as, and may not be relied on in any manner as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security offered by Institutional Capital Network, Inc. or its affiliates (together “iCapital Network”). Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. This material does not intend to address the financial objectives, situation or specific needs of any individual investor.  The information contained herein is subject to change and is also incomplete. This industry information and its importance is an opinion only and should not be relied upon as the only important information available. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed, and iCapital Network assumes no liability for the information provided.

This material is confidential, is the property of iCapital Network and may not be shared without the written permission of iCapital Network. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital Network.

Products offered by iCapital Network are typically private placements that are sold only to qualified clients of iCapital Network through transactions that are exempt from registration under the Securities Act of 1933 pursuant to Rule 506(b) of Regulation D promulgated thereunder (“Private Placements”). An investment in any product issued pursuant to a Private Placement, such as the funds described, entails a high degree of risk and no assurance can be given that any alternative investment fund’s investment objectives will be achieved or that investors will receive a return of their capital. Further, such investments are not subject to the same levels of regulatory scrutiny as publicly listed investments, and as a result, investors may have access to significantly less information than they can access with respect to publicly listed investments. Prospective investors should also note that investments in the products described involve long lock-ups and do not provide investors with liquidity.

Securities may be offered through iCapital Securities, LLC, a registered broker dealer, member of FINRA and SIPC and subsidiary of Institutional Capital Network, Inc. (d/b/a iCapital Network). These registrations and memberships in no way imply that the SEC, FINRA or SIPC have endorsed the entities, products or services discussed herein. iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc. Additional information is available upon request.

© 2021 Institutional Capital Network, Inc. All Rights Reserved.

 

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