Cover Image for Unlocking Private Markets: Alternative Investments in Self-Directed IRAs
Cover Image for Unlocking Private Markets: Alternative Investments in Self-Directed IRAs
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Presented by
Goodfin
Building the next generation of wealth

Unlocking Private Markets: Alternative Investments in Self-Directed IRAs

Zoom
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About Event

​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share practical guidance on using self-directed IRAs to participate in private investments, a space long limited by outdated processes and restricted access.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.

Avatar for Goodfin
Presented by
Goodfin
Building the next generation of wealth