When you mix venture capital with a love of music, you’ll get this week’s guest, Andy Weissman — the current managing partner at Union Square Ventures. After graduating from Wesleyan University, Andy received his JD from Georgetown and quickly moved into venture capital. He describes himself as someone who stumbles through life looking for peace, happiness, and comfort, but I know him as someone who’s unlike any other venture capitalist I’ve ever met. In this episode, we talk about how luck and serendipity are one and the same and how he makes his investment decisions at Union Square Venture—particularly when factoring a company’s mission and purpose.
People can thrive professionally in different environments and roles, and this week’s guest has done so. From entrepreneur to White House staffer to his leadership role at BlackRock—the largest asset manager in the world—Jonathan McBride has always followed his instincts. After graduating from Wharton, he began his career at Goldman Sachs. A few years later, he took the leap to start Jungle Media Group—later selling that company to take on a new role as the chief strategy officer for Universum. His career in the private sector is moving up and to the right, so why leap to the public sector? You have to believe it’s an opportunity that only knocks once, and for McBride, the chance to work for President Obama was that opportunity. We talk about his life’s influences, the experiences and lessons that make him the person he is today, and the fact that he’s one of the finest individuals I know.
If ever you needed proof that you can build a profitable and valuable media franchise in the US that doesn’t pick political sides, the Morning Brew is it. Just last week, they were purchased by Business Insider’s parent company, Insider Inc., and in this episode, I’m speaking with Morning Brew’s Co-Founder and Crew Leader, Alex Lieberman. When Alex started his senior year at the University of Michigan, he already had a job offer from Morgan Stanley to trade on their mortgage desk—leaving him with some “free” time. He chose to do what everybody nobody does with this kind of free time: summarize business stories into a digestible and understandable email and send them to his friends still in the job hunt. Mikey liked it. This email would eventually become “Morning Brew,” and I highly recommend you sign up using my referral link so you can drink your morning brew while reading it. We talk about the Brew’s evolution from unscalable processes and zero full-time employees to today, where 60 employees produce general and industry- specific, bitesize content for a readership of more than 2.5 million people.
In this episode, I’m speaking with Freestyle.VC Partner, Jenny Lefcourt. We grew up together in Miami, Florida, and it’s been fun to watch her professional life evolve into what it is today. After graduating from the University of Pennsylvania,Jenny became a CPA at Arthur Andersen—where she discovered public accounting wasn’t for her. After a couple of years working for a startup in Silicon Valley, she attended the Stanford Graduate School of Business, before dropping out to start her own company. We talk about how—after an initial bumpy start—she discovered her true passion and became the co-founder of two successful startups, eventually leading to her current role as a venture capitalist.
In this episode, I’m speaking with Stocktwits Co-Founder and Venture Capitalist, Howard Lindzon. He’s also the co-founder of VC firm Social Leverage and the founder of hedge fund Lindzon Capital, all of which means he plays in both the private and public markets. With more than 20 years of investing experience, Howard shows a passion for the decentralization and democratization of investing, which makes him the perfect guest for the Altogether Show. Notable investments include Robinhood, AngelList, Bitly, Life360, RallyRd, Manscaped, eToro, and more. We talk about how his “you do you” mindset helps him stay on his own course and maintain a positive outlook.
In this episode, I’m speaking with Nikhil Basu Trivedi, author of next big thing, founding member of Artsy, and angel investor. Nikhil found his growth mindset and desire to be challenged as a molecular biology major at Princeton University and eventually made his way towards becoming an angel investor. To date, he’s invested in many successful startups, with a strong track record in subscription-based companies—Literati, Imperfect Foods, The Farmer’s Dog, The Pill Club, and more. We talk about how growing up with parents who empowered him to carve his own path helped him become the person he is today.
In this episode, I’m speaking with Polina Marinova Pompliano, an entrepreneurial author and media company founder. Earlier this year, she made the decision to leave her job at Fortune and start The Profile, a new media company focused on learning from the most successful people and companies. We look at how her childhood and an unconventional path have helped shape who she is today.
In this episode, I’m speaking with Jake Gibson—Alto’s first customer, syndicate lead, and now podcast guest. Jake has been involved in the FinTech world for more than a decade, first as a co-founder of NerdWallet, then as a prolific angel investor, and now as a founding partner at Better Tomorrow Ventures. There’s no question he has been carving his own path towards a better tomorrow. I hope you enjoy the conversation as much as I did.
That dream of retirement has persisted in America for several generations. But it could be over for many Americans because of a pending crisis: elder poverty. By the year 2035, nearly 20 million retirees could be in poverty. By 2050, that number could be 25 million, which rivals the elderly poverty numbers of the Great Depression. Gen-X and Millennials are the generations that will experience this firsthand. Why is this the case? Why is elder poverty on the rise?
What do institutional investors invest in? Alternative assets. They are a growing part of their diverse portfolio and are willing to take the risk.
Alto had its first Covid period board meeting last week. Like many companies, we considered our strategy in light of the new world order.Our strategy -- to provide affordable access to alternative investment opportunities for everyone – remains unchanged.
Eric Satz chats with Reed Goossens on his podcast Investing in the U.S. Check out "What's The Future of Investing? HINT: It’s Not In The Public Markets w/ Eric Satz."
Listen to the Meb Faber Show and hear how Alto Founder and CEO Eric Satz shares the frustration he experienced trying to make private investments in his retirement account, and how that led him down the path of solving the problem and ultimately the launch of his company, AltoIRA.
Meet investment banker and venture capitalist founder and CEO of Alto IRA, Eric Satz. In this episode hear Eric’s difficult experiences with solo/self directed investing early on In his career; how he took those struggles to motivate him to launch Alto IRA and using alternative investments to buy real estate.
How does your retirement fund look? Is it growing as fast as you’d like? Josh Fonger interviews CEO Eric Satz of AltoIRA on an innovative new way for “regular folks” to invest like the rich and get returns that are just not possible with “traditional” plans. Make sure to check out the interview if you want to have your money work for you. (If you’re happy with being “average” with your investments, no need to watch this episode.)
Financial markets are becoming increasingly volatile due to escalating U.S.-China tensions and a looming global recession. As a result, stocks are plunging, and mutual funds aren’t the reliable investment instruments that they once were.
With food delivery company DoorDash gearing up for an IPO soon, it’s going to join a long line of startups going public. IPOs seem to be the new norm these days and Wall Street is starting to take notice.
Eric Satz, CEO of Alto IRA and retirement planning advocate, joins Colin Morgan for episode #420 on the Daily Grind Podcast. Eric knows investing is no longer just for the wealthy, and is living out his mission of delivering 21st-century investment opportunities to everyone, even non-accredited investors. Eric is a former investment banker and early-stage investor with a passion for nurturing startups and raising capital.
Saving for retirement has always been an unwavering cornerstone for most American families. For the longest time, employer-backed 401Ks formed the backbone of that process. However, recent data suggest that younger Americans - and their companies - are moving away from this savings instrument. This begs the question - “If modern companies are moving away from 401Ks, how do I save for retirement?” The answer is simple - all you have to do is invest in an IRA instead.
In this beginner’s guide to alternative assets, get a sneak peek into four popular alternative assets plus the pros and cons of investing in them.
Eric Satz, CEO of Alto IRA and retirement planning advocate, joins us in today’s episode. He is on a mission to enable everyone to invest their retirement money in alternative investments. He actively campaigns for drastic information dissemination among retirees to save them from potential poverty in the future.
Stocks are not the only investment vehicle to get good returns. In this post, understand the different investment types to park your money in 2019.
Eric Satz knows that investing is no longer just for the wealthy. Together with his team at AltoIRA, Eric is living out his mission of delivering 21st-century investment opportunities to everyone, including non-accredited investors. Through the AltoIRA platform, Eric is making alternative asset investing available to all by giving people the support they need to choose and make their own investments using their IRA savings.
What is Self-Directed Roth IRA? Can it provide a million dollar retirement nest egg? How can you invest in it? We explore these questions in this article.
Eric Satz (rhymes with “cats”), founder and CEO of Alto IRA, is a serial entrepreneur who’s seen both wins and losses. Through Alto IRA, Eric is making alternative asset investing available to all by giving people the support they need to choose amd make their own investments using their IRA savings.
Knowing where to place your hard-earned savings for retirement may be daunting and overwhelming. Since the passing of the Employee Retirement Income Security Act of 1974 (ERISA), there has been a proliferation of employee-based and individual-ran retirement saving vehicles. One of those options is a self-directed IRA and may be something that fits your needs.
Ready to make an investment on Wefunder? You can now use your IRA savings rather than making an investment with after-tax savings.
Open the door to alternative investments and understand a little bit more about self-directed IRA.
You can’t invest in Beanie Babies, but you can invest in more than just stocks and bonds in your IRA. Eric Satz of AltoIRA joins us to discuss alternative investing options for your retirement accounts.
Stocks, bonds and cash: Considered the foundation of a strong investment portfolio. But are you leaving returns on the table?
ACA Demo: The Alternative IRA is the Most Underutilized Opportunity in Investing
Lessons from the Tooth Fairy (plus an intro to alternative investment IRAs with Alto)