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Market Intelligence is everywhere;
it is just not evenly distributed.

-"Mark Goldberg, Keynote IPA Vision 2023"

Providing unique insights and commentary on Alternative Investment opportunities in the Private Wealth Market.

AUDIENCE

Professionals We Serve

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Private Wealth Managers

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Investment Managers

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Financial Journalists

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Research Professionals

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Due Diligence Analysts

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Registered Investment Advisors

SURVEY
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There is a market need for thoughtful commentary on alternative investment strategies that are brought to market. By seeking input from "Alts Leaders" we can facilitate timely investment opportunities that are properly structured and efficiently brought to market. Thereby offering the best opportunities and choices for the investing public.

Who Are the Alts Leaders?
Alts Leaders are the senior decision-makers at the firms responsible for selecting and approving alternative investment offerings for distribution to private wealth clients. These include top executives at national banks, regional broker-dealers, large RIAs, and independent platforms who collectively influence the vast majority of new capital flows into private market strategies. Participation in the Alts Leaders Survey is by invitation only and represents a near-comprehensive view of the private wealth distribution landscape.

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There is a market need for thoughtful commentary and direction on investment strategies and funds that are brought to market.

Contact

Who We Serve

Private Wealth Managers

Investment Managers

Financial Journalists

Research Professionals

Due Diligence Analysts

Registered Investment Advisors

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