AI Insight Alternative Investment News and Blog

News & Blog

AI Insight News & Blog

AI Insight Blog

AI Insight News and Events

AI Insight Events Calendar

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August 2019

Alts Insights Podcast – August 2019

Listen to the Alts Insights Podcast hosted by AI Insight. This month, Laura Sexton, Senior Director of Program Management at AI Insight, discusses key Private Placement findings including:

– Market trends

– Comparison of 2019 to 2018 metrics

– Impact of recent Walgreens announcement

 

 

 

 

 

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July 2019

Watch Now: AI Insight for Alternative Investment Research Webinar

Watch the playback for our webinar, “AI Insight for Alternative Investment Research“. You’ll find out how to create efficiencies in your business by simplifying your alternative investments research, training and due diligence using sophisticated alternative investment reports and tools.

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

 

Alts Insights Podcast – July 2019

Listen to the Alts Insights Podcast hosted by AI Insight CEO Sherri Cooke. This month, Laura Sexton, Senior Director of Program Management joins to review the trends we’re seeing in the non-traded alts industry, as well as some market insights relevant to each category.

 

SEC Press Release – July 15, 2019

The SEC and NASAA released a joint statement explaining the application of the federal and state securities laws to investments in opportunity zones. Read now 

 

Join us for a webinar on Wednesday, July 24 at 4:00 p.m. ET: AI Insight for Alternative Investment Research

Find out how to create efficiencies in your business by simplifying your alternative investments research, training and due diligence using sophisticated alternative investment reports and tools. Register now

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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June 2019

Watch Now: AI Insight Webinar for RIAs

Watch the playback for our webinar, “AI Insight for RIAs”. Vali Nasr, CEO of Claraphi Advisory Network, LLC, and Darren Whissen, Founder and President of Atomi Financial Group, Inc., discuss how to expand your complex product knowledge, and learn how to enhance your research and due diligence efforts to more confidently apply alternative investment solutions.

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

 

PR Newswire: AI Insight Launches New Alternative Investment Industry Reports

WORTHINGTON, Ohio, June 11, 2019 /PRNewswire/ — AI Insight Inc., a leader in alternative investment research, training and compliance documentation, announced today that it now offers Alternative Investment Industry Reports. Read the full press release

 

SEC Adopts Rules and Interpretations to Enhance Protections and Preserve Choice for Retail Investors in Their Relationships with Financial Professionals

On June 5, 2019, the SEC released a statement about their vote to adopt a package of rulemakings and interpretations designed to enhance the quality and transparency of retail investors’ relationships with investment advisers and broker-dealers. Read the press release