AI Insight Alternative Investment News and Blog

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AI Insight News & Blog

AI Insight Blog

AI Insight News and Events

AI Insight Events Calendar


June 2020

AI Insight earns National Women’s Business Certification

AI Insight recently earned their annual certification from the Women’s Business Enterprise National Council. WBENC is the largest certifier of women-owned businesses in the U.S. and a leading advocate for women business owners and entrepreneurs.

WBENC Certification validates that the business is 51 percent owned, controlled, operated, and managed by a woman or women. To achieve WBENC Certification, AI Insight completed a formal documentation and site visit process which is administered by one of WBENC’s 14 Regional Partner Organizations.


May 2020

Webinar on Demand: What Do We Do Now – An Industry Perspective

AI Insight’s Sherri Cooke joins a panel discussion, “What Do We Do Now – An Industry Perspective“, as part of Blue Vault’s Alts Week along with Brian Rivera-CIM Group, Dale Brown-FSI; Thayer Gallison-Advisor Group and Ryan Strauser-Black Creek Group.


April 2020

Webinar Replay: Risk Management 201: Investing Considerations during COVID-19

AI Insight’s Sherri Cooke and Mike Kell participated in ADISA’s recent webinar, Risk Management 201: Investing Considerations during COVID-19, along with Lilian Morvay, Independent Broker Dealer Consortium, LLC (“IBDC”), Michael Schwartzberg, Winget Spadafora & Schwartzberg; Gary Saretsky, Saretsky Hart Michaels + Gould; Sheri Pontolillo, InterWeb Insurance; and Bob Valker, Capital Forensics. Watch as they examine via video panel more in-depth risk management issues as they pertain to the current COVID-19 pandemic.


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

Register for our April 30 webinar: Taylor Garrett of Mountain Dell Consulting, Kevin Gannon of Robert A. Stanger & Co., and Mike Kell of AI Insight review the latest trends and data from the alternative investment industry including public programs and private placements.


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

Register for our April 21 webinar: Real estate and debt managers from FS Investments, Griffin Capital and Nuveen 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.


March 2020

AI Insight Announcement: New Partnership with AIX

Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the process of transacting in non-traded alternatives, announced a partnership with AI Insight, the leader in alternative investment research, training and compliance support. Read the press release


SEC Proposes Rule Changes 

The SEC is proposing amendments to simplify, harmonize, and improve certain aspects of the exempt offering framework to promote capital formation while preserving or enhancing important investor protections. View the announcement and the details.


February 2020

New CE Course Available: Understanding Regulation Best Interest

Log in to AI Insight to earn 1 CFP CE Credit while you gain an understanding of the SEC’s Regulation Best Interest rules. After completion of the course, an individual should have an understanding of: (i) Reg BI background, (ii) new obligations, (iii) regulator expectations, (iv) impact on product sales, (v) conflicts, compensation, disclosure and (vi) Reg BI resources.

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