Join PENSCO Trust Company and FINalternatives for an exclusive live webinar on April 29 to learn more about using retirement dollars to fund your investment offering. Extend the reach of your capital raising and unlock billions in retirement funds.
Did you know Americans hold approximately $7.3 trillion in IRAs* and it is estimated that 2% -- or $146 billion -- of those funds are held in self-directed IRAs in assets such as private equity and real estate?
Join us for a live webinar on April 29t, where Chris Orr, Director of Institutional Products with PENSCO Trust Company will discuss why you should consider using retirement dollars to fund your offering. He’ll describe the process for determining investment eligibility and touch on related laws and regulations to keep in mind as you raise capital.
Christopher Orr Director, Institutional Products, Pensco
Christopher started his career as a financial advisor, working with clients who invested primarily in exchange-traded products like stocks, bonds and mutual funds. Realizing he wanted to help clients access a wider array of options to meet their investment needs, he joined PENSCO. Through his work on PENSCO’s asset review team, Christopher gained experience with a variety of private equity investment types, from private corporate stock to hedge funds, LLPs to LLCs, and more. Today, he uses his broad expertise to help high net worth clients, advisors and asset sponsors accomplish their private equity investing goals using self-directed IRAs.Christopher Orr is a Director, Institutional Products, at PENSCO, where he has spent the past five years helping clients meet their retirement savings goals by using self-directed IRAs.
A native of San Francisco, Christopher holds a B.A. from California State, Long Beach, and, while working as a financial advisor, he held his Series 7 and Series 66.
Jeff Joseph CEO, The Alpha Pages
Jeff Joseph is the Chief Executive Officer of The Alpha Pages. Previously, he headed Alternative Investment Strategies at Rydex Investments where he developed a groundbreaking 5B alternative investment platform. With investment experience ranging from floor trader to institutional asset management and venture experiences from angel investor to IPOs.