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.
Contact Us[email protected]
5960 Fairview Road, 4th Floor
Charlotte, NC 28210