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.