News & Blog
From iCapital Network: Private Markets Have Become Accessible to Individual Investors
Through technology and product innovation, a variety of registered funds make high-quality private equity and credit available to individual investors. Read more
iCapital Network, a financial technology platform focused on alternative investing for the asset and wealth management industries, has agreed to purchase the assets of AI Insight Inc., an alternative investment education and compliance platform for financial advisors. We look forward to bringing together our technologies to continue supporting advisors and their clients with alternative investing.
ADISA Names 2021 Board of Directors
AI Insight’s Sherri Cooke has been selected to serve on ADISA’s 2021 Board of Directors. Alternative & Direct Investment Securities Association (ADISA) is a trade association that represents the alternative investment and securities industry.
Updated Edition of ADISA’s Guide to Alternative Investments now available
AI Insight’s Sherri Cooke and Laura Sexton recently helped review an updated and revised version of The Guide to Alternative Investments, developed by ADISA in collaboration with Lightbulb Press. The Guide now includes interval funds, Regulation A/Regulation A+, liquid alternatives, and more. Download a digital copy
Video: AI Insight’s Lou Johnson on alternative mutual funds in 2020
AI Insight’s Mike Kell to chair IPA’s new Industry Data and Research Committee
The IPA’s Industry Data and Research Committee will drive the future growth of the PDI industry by advancing independent industry data and serving as a key resource for real-time access. The Committee will guide the development of deep and broad analysis of investor’s behavior vis-à-vis investments, risk tolerance, liquidity needs, demographic, market condition and historical data analysis. The research will identify direct statistical impacts on product performance in different market cycle as well as other critical performance data. The Committee will hold regular Committee and Interest Group calls and in-person meetings at IPA conferences. Annual workplans and schedules will be determined by the Committee.
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.
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.
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.