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Resources (Not Sponsors!) We Trust

A curated list of our favorite sources of information and services.

    MIlleniumSmall

    Millennium Trust Company

    Millennium Trust Company is a leading financial services company offering niche alternative custody solutions to institutions, advisers and individuals

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    InvestmentNews

    Since 1998, InvestmentNews has been delivering news and analysis essential to the business of financial advisers.

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    Neuberger Berman

    With a heritage dating from 1939, Neuberger Berman is a focused, independent asset management firm.

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    Cordasco Financial Network

    Cordasco Financial Network sees the big picture — the big wealth picture. With decades of financial experience, they know that your wealth must be viewed in the broader context of your current needs, future goals, and overall values.

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    Trusted Insight

    Trusted Insight is the world’s largest platform for institutional investors with 40,000 LP investor professionals in 98 countries and territories around the globe. 30,000 institutional investors engage with Trusted Insight each week.

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    Capitaline

    Capitaline is a Midwestern private equity firm that serves individual and institutional investors, providing visionary and focused investment opportunities in farmland, agribusiness, renewable energy and financial services.

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    Alternative Emerging Investor

    2013 welcomes the launch of Alternative Emerging Investor, a publication which covers two additional Emerging Markets, Africa and Asia and is your source for information on emerging market alternative assets.

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    IndexIQ

    IndexIQ is a pioneer and leading asset management firm providing index-based, liquid alternative investments focused on absolute return, real assets and international strategies.

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    Business Insider

    Business Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals launched in 2007 by DoubleClick founders Dwight Merriman and Kevin Ryan and former top-ranked Wall Street analyst Henry Blodget.

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    Angel Capital Association

    The Angel Capital Association (ACA) is a professional and trade organization dedicated to supporting Angel Groups and private investors participating in startup and venture stage funding.

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    Lowenstein Sandler

    Lowenstein Sandler, one of the top law firms in the US, is well-known for its Tech Group, which closes hundreds of venture capital, angel, growth equity and private equity deals each year.

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    Latham & Watkins

    Latham & Watkins is one of the largest law firms in the world. The firm specializes in corporate transactions, and their “Book of Jargon” series, which covers a range of legal topics from the world of finance, is an invaluable resource.

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    Bloomberg Law

    Bloomberg Law is a legal news and intelligence service that combines reporting on current events with research and analysis.

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    Herrick

    Herrick, Feinstein is a New York law firm that has special expertise in financial and alternative asset law.

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    PEGCC

    The Private Equity and Growth Capital Council is an industry website that provides research, white papers and presentations covering a range of topics including industry trends, tax considerations and pertinent legislation.

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    NVCA

    The NVCA is a professional organization for the venture capital industry that provides data, statistics and research, to investors and vc firms alike. The NVCA has also created model legal documents, valuation guidelines and an extensive library of educational materials.

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    Funders Club

    Funders Club is a web-based venture capital platform that gives accredited investors access to private companies seeking capital. Minimums are typically low and transactions occur completely online.

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    Tocqueville

    Tocqueville is an asset manager with expertise and solid track record investing and advising in gold-related funds and strategies.

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    The Royalty Exchange

    The Royalty Exchange is an auction platform that creates an efficient marketplace for alternative investments in which people can buy and sell their royalties to the general public.

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    Steel Path

    Steelpath is an investment and research firm and a leader in the MLP space.

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    Songvest

    Songvest is a web-based song rights auction house that allows investors to gain exposure to music royalty streams.

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    Second Market

    Second Market is a “next generation” investment platform, connecting issuers, investors, and sellers through tech-enabled solutions.

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    Opalesque

    Opalesque, a leading news and research platform for alternative investments, publishes hedge fund and investment newsletters read by the elite hedge fund managers themselves.

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    Morningstar

    Morningstar is a resource specialized in fund investing. The site provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million securities.

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    Miller/Howard

    Miller/Howard is an investment boutique that manages a diverse portfolio of investments, with an expertise in MLPs.

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    Jubak Picks

    Jubak Picks is an investment blog run by Jim Jubak, noted financial analyst and stock-picker, with model portfolios focused on emerging market stock positions.

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    Institute For Private Investors

    The Institute for Private Investors is a peer networking site for private investors and family offices, providing thought leadership and education for similarly-minded investors.

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    Family Office Exchange

    The Family Office Exchange is the world’s largest peer-to-peer network and research database for ultra-wealthy families and their family offices, and the leading authority on matters related to legacy wealth management.

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    Farmers National

    Farmer’s National is a farm management firm that promotes agricultural startup companies, farm-land investing, and cross-disciplinary collaboration. Their website provides an informative blog and is a valuable news resource for the farmland investments.

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    Center Coast Capital

    Center Coast Capital is an RIA focusing on energy-related MLPs and has an extensive database of research and publications pertaining to MLPs.

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    Blackstone

    Blackstone is a premier global investment and advisory firm specializing in alternative asset management. The Blackstone website is an excellent resource for market commentary.

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    Axial

    Axial is an online network connecting private companies seeking capital with 13,000+ accredited Members.

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    The Common Fund

    The Common Fund is an investment firm servicing both the non profit and pension investment communities. Part of their mandate is to create educational programs based in best investment practices to all investors.

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    TAAAPs

    The Alliance of Alternative Asset Professionals is a non-profit industry organization that provides educational materials for professionals and investors working in the alternative asset industry, current market information and a networking platform for industry members.

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    Pertrac

    Pertrac provides analytics, reporting, and communications software for investment professionals, with proprietary research and insights to the alternative investment universe.

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    BarclayHedge

    BarclayHedge provides investors with alternative investments databases, as well as comprehensive reports and information on the hedge fund, fund of funds, and CTA spaces.

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    AIMA

    AIMA, or the Alternative Investment Management Association, is an excellent resource center for alternatives industry, with key practice guides and forms. Most content is subscription-only.

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    Preqin

    Preqin provides databases, publications and research pertaining to a wide range of alternative assets including hedge funds, real estate and private equity.

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    Lending Club

    Lending Club is a platform bringing together borrowers and investors, providing an alternative to traditional bank loans.

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    Guggenheim Partners

    Guggenheim is a top tier-investment manager, with an alternatives platform focused on hedge-fund investing. Guggenheim produces well-regarded market research and analysis which is available through their website.

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    AngelList

    AngelList is a platform that brings together investors and startups. Angel List also allows users to track both start ups and investors and has start up job listings.

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    Gust

    Gust is a platform specializing in startup funding and angel investing, offering accredited investors the opportunity to screen and assess startups seeking to raise capital.

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    Money Moves

    Money Moves is a Bloomberg-produced show hosted by Dierdre Bolton with a focus on alternative investing.

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    Bloomberg

    Bloomberg.com is an essential data and news resource providing up-to-the-minute information for all things finance and money-related.

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    Rule501

    Rule501 is an invite-only resource center for accredited investors, providing a curated selection of articles, white papers and videos, as well as select investment opportunities.

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    Cambridge Associates

    Global investment advisor with focus on foundations and endowments, family offices, institution investors and private equity managers. 

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