Eric Satz, Founder and CEO of Alto Expanding access to alternative investments

Published: Aug. 21, 2023, 12:14 p.m.

b'Nate Gee hosts Eric Satz, Founder and CEO of Alto, a self-directed IRA custodian that facilitates individuals\\u2019 tax-advantaged investments in alternative asset classes. With the goal of \\u201calternatives for all,\\u201d Alto aims to be the world\\u2019s premier alternative assets marketplace.\\n\\nIn this episode, they discuss:\\n- Eric\\u2019s career journey and how Alto came about\\n- Why alternative investments as a means of diversification, and why now\\n- Alto\\u2019s growth in a space of increasing competition\\n- Alto\\u2019s capabilities with crypto\\n- Expanding access to alternatives\\n- Eric\\u2019s advice and insights from years as a founder, operator, and investor\\n- And much more! \\n\\nAbout Alto\\nAs a self-directed IRA custodian, Alto launched its original Alto IRA platform in 2018 to simplify the process for individuals to diversify their retirement investments beyond stocks and bonds into a range of assets from private equity and credit to real estate, art, and wine. Supplementary to its original platform, Alto launched its CryptoIRA in 2020 to facilitate tax-advantaged crypto trading. \\n\\nAbout Eric Satz\\nBefore founding Alto, Eric worked as an investment banker, serial entrepreneur, and venture capitalist. Among his prior ventures, he co-founded Currenex, which was acquired by State Street for $564M. Eric graduated from Amherst College and currently resides in Nashville, Tennessee.\\n\\nFor more FinTech insights, follow us on\\nWFT Medium: medium.com/wharton-fintech\\nWFT Twitter: twitter.com/whartonfintech\\nWFT Instagram: instagram.com/whartonfintech\\nNate\\u2019s LinkedIn: https://www.linkedin.com/in/nathan-c-gee/'