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AI Insight News & Blog

AI Insight Blog

AI Insight News and Events

April 2019

Watch Now: AI Insight Webinar – 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. Watch the playback

Join AI Insight every month for a 30-to-60-minute webinar as we talk with you about relevant topics and trends in the alternative investment industry. View the schedule

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March 2019

Now Available on AI Insight: Guggenheim Credit Income Fund 2019

Guggenheim Credit Income Fund 2019 seeks to provide investors with current income, capital preservation, and, to a lesser extent, long-term capital appreciation. Through investing in a Master Fund, Guggenheim Credit Income Fund 2019 seeks to meet it objectives by investing in large, privately-negotiated loans to U.S. middle market companies (defined as companies with EBITDA of $25 million to $100 million and annual revenue of $50 million to $1 billion). Public filings may be viewed here.

AI Insight Subscribers log in here to view the Program Summary and accompanying Education Module. For more information about AI Insight, click here.

 

Watch Now: Industry Panel Webinar – Alternative Mutual Funds

Did you miss our recent webinar? Industry leaders from Cetera Investment ManagementSnyder Kearney and Vivaldi Capital Management recently discussed the current regulatory environment for Alternative Mutual Funds including recent performance and challenges the space has seen. Watch the playback

Join AI Insight every month for a 30-to-60-minute webinar as we talk with you about relevant topics and trends in the alternative investment industry. View the schedule

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February 2019

IPAForum 2019 Event: Qualified Opportunity Zone Funds

The IPA, in cooperation with AI Insight, recently brought 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 a sold out event that took place in Dallas in mid-February. AI Insight’s Mike Kell led the session, “Effective Due Diligence for Qualified Opportunity Zone Funds”.

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Register Now: Feb. 28 Webinar — Alternative Mutual Funds-Complexity of a Vanilla Product

Join us Thursday, Feb. 28 at 1:00 p.m. ET as Sheri Pontolillo and Sherri Cooke lead a discussion on Alternative Mutual Funds hosted by Finlocity. Register now

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Watch Now: Webinar-Introduction to Opportunity Zones

Did you miss our first webinar of the year? Kyla M. Ehrisman, Esq. and Alan Lincoln, MBA, CCIM of Mick Law P.C. LLO discuss the newest alternative investment, Opportunity Zone Funds. Plus, you’ll hear about the rules, risks and potential benefits, and find out about the training resources available to you. Watch the playback

Join AI Insight every month for a 30-to-60-minute webinar as we talk with you about relevant topics and trends in the alternative investment industry. View the schedule