Webinars & Podcasts

Webinar: AI Insight’s New Streamlined Program Review Process & Executive Summary

We’ve created a one-click program review process making it easier for you to find and compare alternative investment programs. The Executive Summary now includes additional information and it’s easier to read. See the revisions and learn how it works.

Webinar: Understanding Regulation Best Interest Webinar

Watch the replay from our webinar with Bates Compliance. Gain an understanding of the SEC’s Regulation Best Interest rules, access resources and learn how you can prepare for the June 30 compliance date.

Want to earn 1 CFP CE Credit? Log in to AI Insight to view this webinar and you’ll earn credit and we’ll record this in your Training, Education and Research log.

Alts Insights Podcast – March 2020 Alternative Investment Trends

Hear about recent alternative investment trends including Private Placements and real estate-focused categories along with capital raise trends compared to last year. Listen Now

Webinar: Alternative Mutual Fund Industry Insights – Year-End 2019

Watch a review of key 2019 data for private placements, market trends and due diligence findings.

Webinar: 2019 Year-End Private Placement Insights

Watch a review of key 2019 data for private placements, market trends and due diligence findings.

Alts Insights January Podcast – 2019 Review/2020 Outlook with Sherri Cooke

Hear AI Insight’s founder and CEO Sherri Cooke review alternative investments from 2019 including private placements insights and her outlook on what’s to come in 2020. Listen Now

Webinar: Why Alternatives?

Watch the replay from our recent webinar, “Why Alternatives?“. With changing markets, the traditional 60/40 portfolio mix has become challenged. Learn how alternative investments can help you remain competitive and appeal to clients, plus how you can access comprehensive alternative investment information to help you apply them in your practice.

Alts Insights November Podcast – October Private Placement Update

Listen to a review of private placements for the month of October 2019, which was a record month coming off of a slow September. Mike Kell and Laura Sexton discuss a status update on Walgreens, the impact of Opportunity Zones on the marketplace as well as other key findings and market insights.

AI Insight’s Comparative Reporting Tool

See how you can create side-by-side alternative investment comparisons on AI Insight to help you source and research 300+ programs based on 120+ features.

Alts Insights Podcast: September Private Placements Update

Hear a review of Private Placements as of September 2019. Mike Kell, SVP of Business Development and Program Management, joins Laura Sexton, Sr. Director of Program Management, to discuss key findings and market insights for Opportunity Zone Funds, Conservation Easements and more.

Webinar Excerpt: Q2 2019 Alternative Investment Industry Insights

As part of the benefits for the AI Insight Financial Performance Reporting subscription, we offer exclusive webinars to periodically review data for all non-traded sectors, alternative investment market trends and due diligence findings. This is an excerpt of our subscriber-only webinar covering alternative investments for the second quarter of 2019.

Webinar Playback: AI Insight for Administrators

Broker Dealers: Are you consistently training your advisors on complex product features, risks and suitability? Watch this webinar to find out how to create efficiencies in your business using AI Insight’s alternative investment research and training platform.

Alts Insights Podcast: July Private Placements Update

Listen to a review of Private Placements as of July 2019. Laura Sexton, Senior Director of Program Management at AI Insight, discusses key findings including market trends, a comparison of 2019 to 2018 metrics and the impact of the recent Walgreens announcement.

Webinar Excerpt: Alternative Mutual Fund Industry Insights
As part of the benefits for the AI Insight Alternative Mutual Fund Research subscription, we offer exclusive webinars to periodically review key developments for the alternative mutual fund industry including an analysis of performance, performance statistics, and AUM trends. This is an excerpt of our subscriber-only webinar covering alternative mutual funds for the first half of 2019.