EP 15 - How to Invest in a Private Company before they list on the Public Exchanges

Directed IRA Podcast

Special webinar episode hosted by Mat Sorensen & Aaron Halderman with Special Guest Chris Loeffler. Learn more at https://directedira.com/podcast/
Self-Directed Investing in Private Stock & Real Estate
• From the chair of a market participant, a seasoned investor, and an experienced sponsor we will explore the following:
• Why are investors seeking alternatives to traditional stocks and bonds and how does venture capital (VC) and real estate fit into the equation?
• What is an online investment platform and what deals are being done currently?
• How can an Accredited and Non-Accredited self-directed IRA investor get involved
• What are the merits of matching SD IRA funds with these private, illiquid investments?
Chris Loeffler is the CEO and Co-Founder of Caliber (https://www.caliberco.com/) and serves as Chairman of the Company’s Board of Directors. As CEO, Chris directs and executes the global strategy, oversees investments and fund management, and contributes to private and public capital formation.
Prior to forming Caliber, Chris served as a Senior Associate in the audit and assurance practice for PwC in Phoenix, Arizona, Some of Chris' clients included Honeywell International, Inc., CSK Auto Inc., Verizon Communications, Inc., Republic Services, Inc., Car Wash Partners, Inc., and the Arizona Diamondbacks
Chris earned a Bachelor of Science degree in Business Administration with a concentration in Accounting from California Polytechnic State University, San Luis Obispo.

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