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About this event

date-calendar-thin  Wednesday, February 15, 2023                   clock-slim  11 a.m. PT / 2 p.m. ET   

 

In all economic climates, new startups are raising capital from alternative investors like you. This consistent demand for capital presents unique opportunities to Self-Directed IRA holders. To spot the right early-stage opportunity, savvy investors master the pre-IPO capital raising lifecycle. Are you ready to get started?

Learn the ropes with pre-IPO experts Roy Mullin and Allen Sanders. Whether an accredited or non-accredited investor, join us on Wednesday, February 15 at 11 a.m. PT / 2 p.m. ET to learn:

  • How pre-IPO Investing lets you invest in startups before the public
  • How to calculate compound interest using Einstein's 'Rule of 72' 
  • The flow of a pre-IPO's capital raising lifecycle
  • Which six sectors are trending per market experts

Our host, Munzer Ghosheh, will host a Q&A session after the presentation.

About the presenters

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Munzer Ghosheh

Business Development Manager at The Entrust Group

After establishing Entrust's Los Angeles office in 2003, Munzer Ghosheh continues to provide exemplary service to Entrust clients as a Regional Business Development Manager.

Munzer has over 20 years of experience working for major consumer, finance, real estate, and title companies, and is a Certified IRA Services Professional (CISP). Highly regarded for his industry knowledge, Munzer has taught numerous continuing education courses on self-directed retirement plans to real estate professionals, CPAs, and CFPs, and is a frequent speaker at real estate investment conferences, investor clubs, and retirement and finance groups.

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Roy Mullin

Founding Partner at Karmic Payback | Registered RIA

Roy Mullin is legendary at creating growth opportunities for companies and investors. An entrepreneur most of his career, one of Roy’s first successes was founding and profitably selling a home health agency. When Roy entered the world of finance, he won a 5-year battle to acquire Southwest Airlines as one of his first major clients. He partnered with Manning and Napier, a boutique money management firm, and gathered more than $2.3 Billion of assets into the funds they added to the Southwest Airlines retirement plan.

His expertise includes securities, mortgages, insurance, and he is Principal of his own Registered Investment Advisory firm.

 

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Allen Sanders

Managing Partner at Karmic Payback

After an award-winning career in music education, Allen joined the financial services industry in 1999, and is a sought-after trainer and mentor. He manages much of the operations and logistics needs of the company. Allen’s career has spanned the securities, mortgage, and insurance industries.

Allen is a performing musician and enjoys traveling with his wife. They split time residing in Taos, New Mexico and Austin.

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About The Entrust Group

Entrust strives to provide personal, professional services and education that empower clients to control their investment choices. You can rely on The Entrust Group for up-to-date training and continuing education about self-directed alternative investments. Our reports, webinars, and live events can help you keep up with the increasing demand to diversify portfolios.