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Glossary

Podcast

Episode 34: Anthony Scaramucci on Resilience and the Future of Digital Currency

Podcast

Episode 33: Brian Feroldi on Financial Wellness and Demystifying the Stock Market

Podcast

Episode 32: Sheel Mohnot on Seed-Stage Investing

Podcast

Episode 31: Rachael Horwitz on Embracing Growth Opportunities and the Web3 Revolution

Podcast

Episode 30: Shane Mac on Communication and Formative Collaborations

Podcast

Episode 29: Lorenzo Thione on Representation and Addressing Funding Imbalance

Podcast

Episode 28: Lorine Pendleton on Angel Investing and Legacy

Podcast

Episode 27: William Spitz on Portfolio Management and Intelligent Investing

Podcast

Episode 26: Barry Nalebuff on Negotiation and Strategic Investing

Podcast

Episode 25: Jay Clayton on Public vs. Private Markets and Rethinking the Rules

Podcast

Episode 24: Mona Sutphen on International Collaboration and the Future of Crypto

Podcast

Episode 23: Dror Poleg on Web3: The Substance Beneath the Noise

Podcast

Episode 22: Michael Sidgmore on the Mainstreaming of Alt Investments

Podcast

Episode 21: Packy McCormick on Spotting and Explaining Future Trends

Podcast

Episode 20: Jake Chapman on Optimism and the Future of Venture Capital

Podcast

Episode 19: Scott Kitun on Media Entrepreneurship and the Art of Negotiation

Podcast

Episode 18: Matt Mireles on Being a Dreamer and Software Entrepreneur

Podcast

Episode 17: Steve Walsh

Podcast

Episode 16: Amy Seigenthaler

Podcast

Episode 15: Ryan Caldbeck

Podcast

Episode 14: Meb Faber

Podcast

Episode 13: Anthony Scaramucci

Podcast

Episode 12: Marcus Whitney

Podcast

Episode 11: Kendrick Nguyen

Podcast

Episode 10: Miguel Armaza

Podcast

Episode 9: Christine Bader

Podcast

Episode 8: Andy Weissman

Podcast

Episode 7: Jonathan McBride

Podcast

Episode 6: Alex Lieberman

Podcast

Episode 5: Jenny Lefcourt

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Alto Solutions, Inc. d/b/a AltoIRA (“Alto”) is an administrator of self-directed individual retirement accounts and is not a registered or licensed broker, dealer, broker-dealer, funding portal, cryptocurrency exchange, investment advisor or investment manager. Neither Alto nor any of its affiliates is an FDIC-insured bank. Banking services provided to Alto are by BankProv (Bank) Member FDIC / Member DIF. The FDIC insures each AltoIRA account holder up to $250,000 based on deposit insurance rules. The Depositors Insurance Fund (DIF) insures all deposits above the FDIC depositor limit when placed with BankProv. Securities and Crypto assets are not insured by the FDIC, may lose value, are not deposits or other obligations of the Bank, and are not guaranteed by the Bank. Alto does not control or monitor the operation or conduct of the Bank or any third-party investment platforms, funds, cryptocurrency exchanges or issuers, or their offerings. Whenever making an investment decision, investors should consult with their tax attorney or financial professional. Investors are responsible for conducting their own due diligence regarding investments, for using their Alto accounts in compliance with law, and for all tax and other risks and obligations arising from account transactions.

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Investing in private securities, cryptocurrencies, securitized assets, and other alternative investments (“Private Securities”) is intended for highly sophisticated investors and involves substantial risks. These risks include but are not limited to a lack of operating history, leverage, liquidity of the portfolio, segregated portfolio fund risk, diversification and concentration risk, and long-term investment risk. Furthermore, there is a risk that investors may receive little or no return on their investment or may lose part or all of their investment. For example, the success of a fund’s investment objective depends, in part, on the effective deployment of its assets by the managers of the fund. However, there can be no assurance that the managers will successfully achieve the fund’s investment objective or deliver positive returns.

Investing in Private Securities carries a high risk and is considered speculative. There is no guarantee that an issuer or its investment strategies will succeed under all market conditions. The success or failure of a fund, for example, and its value may be affected by numerous factors, including investment performance, realized and projected market returns, fluctuations in market interest rates, and other pertinent factors.

It is important to note with regard to any reference to high-net-worth individuals and institutions, that these investors often have substantial financial resources and longer investment horizons, which may differ from those of individual investors. Potential investors should carefully consider their own financial circumstances, risk tolerance, and investment objectives before participating in these opportunities. Past performance is not indicative of future results, and all investments carry inherent risks. Diversification does not eliminate risk, and there is no guarantee of returns on investments. It is advisable to consult with financial professionals and conduct due diligence before making any investment decisions.

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