Webinar Schedule & Registration

PENSCO Trust Company hosts a free live webinar on a range of topics that interest self-directed IRA investors.

Alternative Sources of Yield: What Advisors and Investors Should Know About Private Lending

Wednesday, March 7th, 2012
11am PT | 12pm MT | 1pm CT | 2pm ET

Mark your calendar! Our next free, one-hour webinar, "Alternative Sources of Yield: What Advisors and Investors Should Know About Private Lending," featuring top professionals in the industry will outline the following:

  • The definition of private lending, and how this high yield option may fit into your portfolio.
  • How investors combine the tax efficiency of their IRAs with the high-yield of short term investments.
  • The crucial steps an investor needs to take to succeed in private lending investments.

Join us as we bring two perspectives to the table. Rajeev Kotyan, a Registered Investment Advisor, will discuss the key considerations for investors and financial advisors including the role of these investments in a client portfolio. Michael Mingione, a Private Lender, will discuss the mechanics of how private notes backed by real estate really work.

Webinar Speakers Webinar Host

Rajeev Kotyan
Principal
NUA Advisors, LLC

Michael V. Mingione
Executive V.P.
Commonwealth Equity Funding

Rob Spalding
Business Development Officer
PENSCO Trust Company