Webinars & Podcasts

Webinar: Non-Traded Alternative Investment Insights

iCapital’s Laura Sexton reviews key data for all non-traded sectors covered by AI Insight, including market trends and due diligence findings.

(Recorded May 24, 2022)

Webinar: Cryptocurrency Due Diligence

Learn about the continued expansion of the digital currency and blockchain technology market, potential investment implications and portfolio considerations.

(Recorded May 12, 2022)

Webinar: Building a More Diversified Portfolio with Structured Products

Learn about the basics of Structured Products, potential benefits and investment implications, and portfolio considerations.

(Recorded April 26, 2022)

Webinar: 2021 Year-End Recap Private Placement Insights

Laura Sexton reviews key data for private placements covered by AI Insight, including market trends and due diligence findings.

(Recorded February 3, 2022)

Webinar: Non-Traded Alternative Investment Insights

Laura Sexton reviews key data for all non-traded sectors covered by AI Insight, including private placements and registered funds, as well as market trends and insights.

(Recorded September 28, 2021)

Webinar: Introduction to Tax Benefits of Alternative Investments

Learn about potential tax benefits and planning considerations while using 1031 Exchanges, Opportunity Zones, Energy and Conservation Investments. Cantor Fitzgerald, Capital Square, U.S. Energy and Webb Creek are represented on the panel.

(Recorded September 21, 2021)

Webinar: Alternative Mutual Fund Industry Insights

iCapital’s Lu Johnson reviews key developments for the alternative mutual fund industry including an analysis of performance, performance statistics, and AUM trends.

(Recorded August 31, 2021)

Webinar: Mid-Year Recap – Private Placements

iCapital’s Laura Sexton reviews key data for private placements covered by AI Insight, including market trends and due diligence findings.

(Recorded July 27, 2021)

Webinar: Portfolio Planning with Alternative Investments

iCapital’s Joe Burns, Kunal Shah, Laura Sexton and Lu Johnson cover the spectrum of alternative investments available to advisors and investors ranging from mutual funds to private placements and direct investments. They demonstrate different strategy and structure options, and discuss how to incorporate alternative investments into client portfolios.

(Recorded June 23, 2021)

Webinar: Non-Traded Alternative Investment Insights

iCapital’s Laura Sexton will review key data for all non-traded sectors covered by AI Insight, including private placements and registered funds, as well as market trends and insights.

(Recorded May 25, 2021)

Alts Insights Podcast: February 2021 – Private Placement Insights

Laura Sexton and Mike Kell reflect on the private placement market trends and impacts including private market growth expectations and new 1031 sponsors.

(Recorded March 11, 2021)

Webinar: 2020 Year-End Recap – Private Placement Insights

Laura Sexton reviews key data for private placements, market trends and due diligence findings. Watch now

(Recorded Feb. 9, 2021)

Podcast: 2020 Year-End Perspective on Alts and 2021 Outlook with AI Insight CEO Sherri Cooke

Sherri Cooke discusses her key reflections for 2020 including how alternative investments played an important role in portfolios and the impacts of Reg BI. She also shares what’s anticipated in 2021. Listen to the podcast or read the narrative.

(Recorded Dec. 16, 2020)

Podcast: Private Placement Update as of Nov. 30, 2020

AI Insight’s Mike Kell and Laura Sexton give an update on private placements including impacts to sponsors new to the market and effects of COVID-19 on due diligence processes.

(Recorded Dec. 8, 2020)

 

 

Podcast: SEC New Derivatives Rule Key Takeaways

AI Insight’s Lou Johnson covers the new SEC Derivatives Rule approved on October 28, 2020. Lou discusses key takeaways and impacts to investment companies related to mutual funds, ETFs, BDCs and closed-end funds.

(Recorded Nov. 16, 2020)

 

 

Podcast: Private Placement Update as of Oct. 31, 2020

AI Insight’s Mike Kell and Laura Sexton give an update on private placements addressing the e-commerce surge due to COVID-19 and the significant growth in energy year-over-year.

(Recorded Nov. 12, 2020)

 

 

Webinar: Understanding 1031 Exchanges and DSTs

This webinar is hosted by Capital Square 1031 and covers 1031 Exchanges & Delaware Statutory Trusts.

(Recorded Oct. 27, 2020)

 

 

Podcast: Private Placement Update as of Sept. 30, 2020

AI Insight’s Mike Kell and Laura Sexton give an update on private placement trends and alternative investment performance.

(Recorded Oct. 5, 2020)

 

 

Webinar: Q2 2020 Alternative Investment Insights

AI Insight’s Laura Sexton reviews key data for all non-traded sectors, market trends and due diligence findings.

(Recorded Sept. 30, 2020)

 

 

Video: Alternative Mutual Funds in 2020

AI Insight’s Lou Johnson, an alternative investment analyst at AI Insight, discusses key points on alternative mutual funds as of mid-year 2020 and going forward.

(Recorded Sept. 10, 2020)

 

 

Podcast: Mid-Year Private Placement Trends

AI Insight’s Mike Kell and Laura Sexton discuss a mid-year update on private placement trends, overall alternative investment performance and Reg BI enforcement.

(Recorded Aug. 6, 2020)

 

 

Webinar: Mid-Year Recap Private Placement Insights

Join AI Insight’s Laura Sexton for a review of key data for private placements, market trends and due diligence findings.

(Recorded July 29, 2020)

 

 

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

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

(Recorded April 30, 2020)

 

 

Watch real estate and debt managers from FS Investments, Griffin Capital and Nuveen as they discuss the impact of COVID-19 on their sectors and the outlook for investors.

AI Insight analysts also provide a due diligence checklist and key takeaways to help navigate in this time of uncertainty.

(Recorded April 20, 2020)

 

 

 

Alts Insights Podcast: April 2020 Private Placements Update

Mike Kell and Laura Sexton discuss the impacts of COVID-19 on the alternative investments market and cover private placement trends including 1031s, Opportunity Zones and Private Equity/Debt.

(Recorded April 9, 2020)

 

 

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.

(Recorded March 25, 2020)

 

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.

(Recorded Feb. 27, 2020)

 

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

(Recorded March 10, 2020)

 

 

Webinar: 2019 Year-End Private Placement Insights

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

(Recorded Jan. 29, 2020)

 

 

 

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

(Recorded Jan. 27, 2020)

 

 

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.

(Recorded Nov. 21, 2019)

 

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.

(Recorded Nov. 11, 2019)

 

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.

(Recorded Oct. 24, 2019)

 

 

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.

(Recorded Oct. 14, 2019)

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.

(Recorded Sept. 26, 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.

(Recorded Aug. 29, 2019)

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.

(Recorded Aug. 14, 2019)

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.

(Recorded Aug. 28, 2019)