Partnerships

AI Insight Partners with Leading Industry Organizations

AI Insight partners with the following industry organizations to add value to our sponsor and financial firm subscribers, share industry information and help to grow a stronger alternative investment community.

The DI Wire

The DI Wire delivers the advisor-sold non-traded direct investment industry a dedicated news publication that allows all levels of professionals to become more informed, better educated and better suited to drive the industry’s continued growth. Readers benefit from centralized coverage of non-traded REITs and BDCs, oil and gas partnerships, equipment leasing, and other limited partnerships.

InterWeb Insurance

AI Insight has partnered with InterWeb Insurance to design an exclusive E&O program for broker dealers that offer alternative investments to help lower rates, broaden coverage and manage risk. Subscribers to AI Insight are eligible for reduced rates on policies especially designed to meet client needs and increase business opportunities.

Institute for Portfolio Alternatives

The Institute for Portfolio Alternatives (IPA) provides national leadership for the Portfolio Diversifying Investments (PDI) industry. We bring together the investment managers, broker-dealers, investment advisers and industry service professionals – new and established – who are dedicated to driving transparency and innovation in the marketplace. Through advocacy and industry-leading education, the IPA is committed to ensuring all investors have access to real assets and the opportunity to effectively balance their investment portfolios.

Mick Law P.C. LLO

Mick Law P.C. LLO conducts first-class, independent third-party due diligence on alternative investment private placements for over 500 unique broker-dealer, registered investment advisor, and family office clients throughout the country. The firm provides clients with individualized legal opinions focused on the financial and structural aspects of offerings across various alternative asset classes, with a heightened focus on project and fund structure, financing, valuation, and exit analysis.

TNDDA

It is TDNNA’s mission is to provide the “premier forum” for Independent Broker/Dealers, Advisors & Family Offices, product and service Sponsors, Law Firms and Research Analysts to facilitate the Due Diligence Process for the benefit of the investing public.

AIX - Alternative Investment Exchange

AIX is an enterprise platform that connects data to empower business growth. Incubated within FS Investments and now an independently operated business, AIX’s innovative technology is leveraged by both buy-side and sell-side firms to achieve their business objectives, manage risk, and guide data through the alternative investment process logically, efficiently, and seamlessly. Designed to remove friction across the entire clearing and settlement process, AIX provides data connectivity for sponsors, wires, advisors, clients and fund administrators – completely transforming the business model for alternative investments.

ADISA

The Alternative & Direct Investment Securities Association (ADISA) is a national trade association of decision makers who influence over 30,000 professionals involved in alternative investments, primarily non-traded alternatives. We work to maintain the integrity and reputation of this industry by promoting the highest ethical standards, providing education and networking opportunities, and in representing our industry in the public and political arena.

Real Assets Adviser

Real Assets Adviser is the first and only publication dedicated to providing actionable information on the real assets class. The magazine provides thoughtful, cutting-edge analysis, helping advisers make informed decisions to diversify clients’ portfolios, provide long-term income and hedge against inflation. Real Assets Adviser covers the entire spectrum of real assets, including real estate, infrastructure, energy and commodities/precious metals. Click here for a free subscription to Real Assets Adviser’s print and digital editions.

IBDC-RIAC

IBDC-RIAC is an organization comprised of CCOs, CEOs and risk management leaders from independent broker dealers and RIAs as well as experts who provide professional services to this industry:  Nationally recognized securities defense firms, compliance, regulatory, cyber security and insurance specialists.

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