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AI Insight News & Blog

AI Insight Blog

AI Insight News and Events

January 2019

Register Now: 2019 AI Insight Monthly Alternative Investment Webinar Series
Jan. 31 Webinar: Introduction to Opportunity Zones

Join AI Insight every month for a 30-minute webinar as we talk with you about relevant topics and trends in the alternative investment industry. Plus, learn how to better navigate our training and education platform to help you research and efficiently implement alternative investments in your practice. Review the webinar schedule, then click the corresponding registration link to save your seat.

The first webinar will be on Jan. 31 at 2:00 p.m ET. Kyla M. Ehrisman, Esq. of Mick Law P.C. LLO joins us to discuss the newest alternative investment, Opportunity Zone Funds. Plus, you’ll hear about the rules, risks and potential benefit and find out about the training resources available to you. Register now

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December 2018

Register Now: IPA Forum-Qualified Opportunity Zone Funds-Dallas – Feb. 12 and 13

Qualified Opportunity Zones have been heralded as one of the most significant economic development strategies in decades. But with over one hundred QOZ Funds already registered with the SEC representing more than $18 billion in potential investment, significant questions about the regulatory framework and broker dealer due diligence requirements remain.

The IPA, in cooperation with AI Insight, is bringing top legal and accounting experts and regulatory officials, together with leading QOZ fund sponsors, broker dealers and RIAs to address the most pressing issues about this exciting new opportunity. The IPA Qualified Opportunity Zone Funds Forum was developed in close consultation with leading broker dealers and RIAs and is designed to strengthen their assessment of this once in a generation investment opportunity. Register Now

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Sherri Cooke elected to 2019 ADISA Board of Directors

AI Insight President and CEO Sherri Cooke has been elected to ADISA’s 2019 Board of Directors. The Alternative & Direct Investment Securities Association bills itself as the nation’s largest trade association representing the non‐traded alternative investment space. Read more

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September 2018

The AI Insight team recently met in Cleveland for their annual meeting to discuss how they can continue to help broker dealers, alternative investment managers and financial professionals grow their businesses through AI Insight platform enhancements such as the upcoming launch of Alternative Mutual Fund Research functionality.

AI Insight Team