Webinars & Podcasts

iCapital’s 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 27, 2022)

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

(Recorded July 26, 2022)

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)

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

(Recorded May 12, 2022)

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

(Recorded April 26, 2022)

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

(Recorded February 3, 2022)

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)

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)

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)

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)

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)

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)

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)

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

(Recorded Feb. 9, 2021)

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)

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)

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)

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)

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

(Recorded Oct. 27, 2020)

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

(Recorded Oct. 5, 2020)

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

(Recorded Sept. 30, 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)

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)

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)

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)