Services for Financial Services Clients

Asset Managers, Private Equity funds, Venture Capital firms and other Investment Firms require continuous streams of information to make the most informed investment decisions.  ExpertConnect^® can connect analysts and portfolio managers with thought leaders and frontline industry professionals with the best insights on products, markets, companies and trends.

• Hedge Funds
• Mutual Funds
• Proprietary Trading Desks
• Private Equity Firms
• Venture Capital Firms

All use ExpertConnect^® to engage the most helpful sources of primary research.

Use ExpertConnect^® for:

• Vetting an idea or investment thesis with a leading thinker on the topic or someone on the frontline in the industry with primary insights
  
  
• Due Diligence to confirm industry research or management statements during the course of transaction investigation
  
  
• Tutorials when you are trying to understand a new product, trend, or market condition
  
  
• Surveys when you need to survey a broad range of thought leaders on a matter. Launch a custom survey of ExpertConnect^® thought leaders
  
  
• Education Seminars in a small group setting or privately in your office
  
  

Service & Compliance

• Dedicated Research Team is assigned to each client and is focused on their specific research needs
  
  
• Compliance is taken seriously and systemic measures are in place to protect against improper disclosures or interaction.