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00:19
PENSCO Chairman & CEO and Opus Bank Senior Executive Vice President, Head of Wealth Services. Previously: • Managing Director at Fortress Investment Group, Director of Opus Bank, tenure at Perseus and Goldman Sachs. • B.A., cum laude from Princeton University, and • M.B.A., Palmer Scholar, The Wharton School of the University of Pennsylvania.
00:49
Unlike traditional retirement accounts, self-directed IRAs give US investors control over their investment choices and allow investors to use tax-advantaged money to buy alternative assets. These IRAs can hold everything from private corporate stock to hedge funds, private equity funds, venture capital funds, intellectual property or real assets such as real estate to limited partnerships and private companies. Holding alternative assets in retirement accounts requires special knowledge and hand
04:20
Who is the typical PENSCO client with alternative assets in their IRA? Democratizing alternative investments by serving individuals. PENSCO is a successor custodian for large brokers such as Morgan Stanley, Merrill Lynch, UBS.
06:53
Surging stock levels aren't deterring self-directed retirement investors from diversifying their portfolios with alternative assets. Alternative investment fund managers are starting to realize that high-net-worth individuals’ IRAs can be an additional source of capital. Self-directed IRAs are well suited to a multi-year investment horizon.
10:12
Alternative investments becoming more mainstream. This creates opportunities for financial advisors to engage with clients on a whole new level.
14:00
Size and trends in the retirement market: - Total size is $28 trillion. - IRAs account for $9.2 trillion. - Self directed IRAs are 3-5% ($250bn-$450bn). Getting the word out: Most investors are not aware they can include alternative assets in an IRA.
16:55
Why PENSCO is viewed as the gold standard in this industry: ? Industry-leading “Alt-Nav” platform: Easy to set up/transfer and transact alternative asset deals. ? Client Service. ? Complete focus on the industry.
19:39
PENSCO’s Long-Term Vision. PENSCO’s advanced technology enables third party investment platforms to tap into IRAs to gain more investment dollars. Further growth seen from alternative investment managers targeting self-directed IRA investors to balance institutional assets in their funds. Exploring the natural extension to private fund custody on behalf of the sponsor.

Investors, fund managers largely unaware they can include alternative assets in a self-directed IRA

Aug 22 2018 1 Comment
The US retirement market size is $28 trillion with IRAs accounting for $9.2 trillion. Most investors are not aware they can include alternative assets in a self-directed IRA. Self-directed IRAs give US retirement investors control over their investment choices and allow them to use tax-advantaged money to invest in alternative assets. These IRAs can hold everything from private company stock to hedge funds, private equity funds, venture capital funds, private debt, Peer-to-Peer lending or real assets such as real estate, non-traded REITs, land and ...more

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