News & Blog
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.
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.
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.