We regularly author white papers for our clients and industry participants on relevant and timely issues.  We also regularly participate on industry conference panels and speak on relevant topics to large groups.

  • White paper authorship
  • Conference panel participation
  • Other speaking engagements
  • Article authorship

Product design consulting

We develop great insight into alternative investment markets, strategies, assets, structures and regulations from which we produce actionable research, consulting and advice for our clients to use as they navigate the waters of structuring and offering direct alternative investment programs to their investors.  Our clients may be broker-dealers seeking more insight on programs they are considering offering through their financial advisors.  Our clients may also be product firms or other participants that are seeking guidance on best practices and insight on trends regarding markets, strategies, and structures.  We may also act to provide general market insight and education on the benefits of investing in direct alternative investments.


buyside investment evaluaton

We provide sponsor firms and other market intermediaries with research and guidance on best practices regarding market opportunities, investment strategy, structure, and organizational development to assist with the improvement of existing products or the creation of new ones.

  • Thesis evaluation
  • Operational due diligence
  • Structure design
  • New opportunities
  • Syndication strategy

what we do

We provide leading independent broker-dealers and their investment committees with outsourced research, due diligence, and product evaluation to assist in identifying and assessing significant and unique risks, both market and non-market, that may be either indicators of potential success or failure of the investment program.

  • Operational due diligence
  • Investment due diligence
  • Thesis evaluation
  • Market outlook
  • Sponsor evaluation

thought leadership

alternative investment research and consulting.