A curated list of our favorite sources of information and services.
Resources (Not Sponsors!) We Trust
Millennium Trust Company
Millennium Trust Company is a leading financial services company offering niche alternative custody solutions to institutions, advisers and individuals
Learn More →InvestmentNews
Since 1998, InvestmentNews has been delivering news and analysis essential to the business of financial advisers.
Learn More →Neuberger Berman
With a heritage dating from 1939, Neuberger Berman is a focused, independent asset management firm.
Learn More →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.
Learn More →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.
Learn More →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.
Learn More →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.
Learn More →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.
Learn More →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.
Learn More →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.
Learn More →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.
Learn More →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.
Learn More →Bloomberg Law
Bloomberg Law is a legal news and intelligence service that combines reporting on current events with research and analysis.
Learn More →Herrick
Herrick, Feinstein is a New York law firm that has special expertise in financial and alternative asset law.
Learn More →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.
Learn More →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.
Learn More →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.
Learn More →Tocqueville
Tocqueville is an asset manager with expertise and solid track record investing and advising in gold-related funds and strategies.
Learn More →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.
Learn More →Songvest
Songvest is a web-based song rights auction house that allows investors to gain exposure to music royalty streams.
Learn More →Second Market
Second Market is a “next generation” investment platform, connecting issuers, investors, and sellers through tech-enabled solutions.
Learn More →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.
Learn More →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.
Learn More →Miller/Howard
Miller/Howard is an investment boutique that manages a diverse portfolio of investments, with an expertise in MLPs.
Learn More →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.
Learn More →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.
Learn More →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.
Learn More →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.
Learn More →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.
Learn More →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.
Learn More →Axial
Axial is an online network connecting private companies seeking capital with 13,000+ accredited Members.
Learn More →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.
Learn More →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.
Learn More →Pertrac
Pertrac provides analytics, reporting, and communications software for investment professionals, with proprietary research and insights to the alternative investment universe.
Learn More →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.
Learn More →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.
Learn More →Preqin
Preqin provides databases, publications and research pertaining to a wide range of alternative assets including hedge funds, real estate and private equity.
Learn More →Lending Club
Lending Club is a platform bringing together borrowers and investors, providing an alternative to traditional bank loans.
Learn More →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.
Learn More →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.
Learn More →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.
Learn More →Money Moves
Money Moves is a Bloomberg-produced show hosted by Dierdre Bolton with a focus on alternative investing.
Learn More →Bloomberg
Bloomberg.com is an essential data and news resource providing up-to-the-minute information for all things finance and money-related.
Learn More →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.
Learn More →Cambridge Associates
Global investment advisor with focus on foundations and endowments, family offices, institution investors and private equity managers.
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