Webinar: How to Extend Your Capital Raising Using Retirement Dollars
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Webinar: How to Extend Your Capital Raising Using Retirement Dollars

 Export to Your Calendar 4/15/2020
When: April 15, 2020
12:00 PM PST
Where: GoToWebinar
United States
Contact: CalALTs Office
(415) 369-9646

Online registration is available until: 4/15/2020
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Join us for our April 15th webinar How to Extend Your Capital Raising Using Retirement Dollars hosted by PENSCO Trust Company.


It’s a typical founder’s dilemma: you have an excellent idea for a new company, but now you’ve hit a roadblock when it comes to raising capital. You may have already reached out to friends, families, and angel investors to raise capital or perhaps you’re bootstrapping your startup with personal savings and cash advances. However, there’s one very large source of capital that entrepreneurs and small businesses almost always overlook when raising capital: retirement funds.

Americans held more than $9.8 trillion in individual retirement accounts (IRAs) as of the third quarter of 2019, according to the Investment Company Institute. Research firm Cerulli Associates predicts that aging baby boomers will push assets held in IRAs to almost $12 trillion by 2022. 


Learn how to raise capital for your startup by tapping into those funds. Register today!


A bit about our presenter, Christopher Orr, CISP SDIP Director of Institutional Products and Private Equity Focus


Christopher Orr is a Director of Institutional Business Development at PENSCO where he works with institutional partners to helps them meet their clients’ retirement savings goals using self-directed IRAs. Through his work on PENSCO’s asset review team, Chris 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.


Chris is accredited by the American Bankers Association as a Certified IRA Services Professional (CISP), a prestigious group of professionals who are recognized nationally for their excellence in the financial services industry.

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