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.

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.

Strategic Investor Radio with Charley Wright

Hear insightful interviews and discussions with leading portfolio managers, investors and entreprenuers from the world of alternative investments. The show introduces alternative investment strategies, products and services to investors and investment advisers.  In a financial world consisting of over 15,000 mutual funds, over 2,000 ETFs, dozens of REITs and about 3,500 stocks typically offered on a “buy-and-hold” basis, the show is designed to introduce alternatives to this way of investing. Listen to the podcasts now.

The American College of Financial Services

The American College of Financial Services has developed two courses to help advisors gain an advanced understanding of the U.S. Department of Labor Conflict of Interest Rule and how it affects financial advisors, broker-dealers and many other financial services professionals. AI Insight is pleased to offer our subscribers discounted group access to the courses and a thank you gift to individual subscribers.

WBENC

The Women’s Business Enterprise National Council (WBENC), founded in 1997, is the largest third-party certifier of businesses owned, controlled, and operated by women in the United States. WBENC, a national 501(c)(3) non-profit, partners with 14 Regional Partner Organizations to provide its world class standard of certification to women-owned businesses throughout the country.

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The American College