

Unlocking Private Markets: Alternative Investments in Self-Directed IRAs
Join us for a focused discussion with Eric Satz, Founder and CEO of Alto, a company redefining how individuals access private market opportunities within their retirement savings. Eric will share practical guidance on using self-directed IRAs to participate in private investments, a space long limited by outdated processes and restricted access.
Eric’s perspective is shaped by firsthand experience navigating the friction and custodial hurdles that once made these investments difficult to pursue. That experience sparked the creation of Alto, a platform built to streamline access to private markets. Today, Alto supports 2 billion dollars in assets and more than 32,000 investors and has helped modernize a system that previously constrained investor choice.
Eric will also discuss the trends influencing private markets and investor behavior, offering insight that can help retirement savers identify opportunities to create more diversified portfolios.
Session format:
Welcome and overview of Alto
Accessing private market opportunities through self-directed IRAs
Discussion and Q&A
This is an excellent opportunity to learn about incorporating private market investments into your retirement portfolio and to engage directly with a leader in democratizing access to alternative assets.