Tagged: kelly rodriques

Pre-IPO Securities Marketplace Equidate Rebrands as Forge Global, Tops $1 Billion in Trading

Equidate has rebranded to become Forge Global, Inc. (Forge). Forge is an online marketplace for pre-IPO securities, like Spotify, Lyft, 23 and Me and others. Forge reports having topped $1 billion in transactions. Alongside the change of name Forge announced the expansion of its Series B funding… Read More

Pensco’s 2016 Predictions: Private Equity Targets Everyday Citizens and More…

Pensco, an alternative asset custodian for self-directed IRA investors, announced on Thursday that CEO Kelly Rodriques revealed some predictions for the upcoming year.   Rodriques declared that the company believes the following is set to accurate in 2016: Democratization of Private Equity Market: “For the first time… Read More

Pensco Believes Title III Retail Crowdfunding May Benefit from IRA Money

Pensco Trust Company has always been at the forefront of embracing alternative asset classes for its customers. In a low-interest rate environment the hunt for yield is intense and new asset classes have been able to deliver better returns.  Pensco believes that Title III of… Read More

San Francisco Business Times Dubs PENSCO’s Cynthia Weaver and Eileen Loustau Among Bay Area’s 2015 Most Influential Women in Business

PENSCO, an alternative asset custodian for self-directed IRA investors, announced today that two members of its leadership team – Cynthia Weaver, executive vice president, institutional products and strategy, and Eileen Loustau, senior vice president, marketing, have been named by the San Francisco Business Times to its annual list, The… Read More

PENSCO Now Offers New Paperless Deal-Funding Technology For Retirement Investors

PENSCO, an alternative asset custodian for self-directed IRA investors, announced its new paperless deal funding technology — PENSCO Alt-Nav. The dubbed “first-of-its-kind” technology has been designed to help retirement investors who would like to invest in non-traded alternative assets using their retirement accounts, as well… Read More

New PENSCO Report Reveals Key Trends in Equity Crowdfunding & Early Stage Investing

PENSCO Trust Company released a report today on key trends driving the surging popularity of equity crowdfunding. In the 2015 PENSCO Crowdfunding Report preeminent voices in crowdfunding and early stage investing discuss the leading edge of private equity and provide tips for investors in search of these… Read More

Q-&-A: PENSCO CEO Kelly Rodriques Discusses The Definition of ‘Accredited Investor,’ The JOBS Act And More

Shortly into 2015, Kelly Rodriques, president and CEO of PENSCO Trust Company, a leading alternative asset custodian, shared his top five predictions for the year underway. Crowdfund Insider caught up with him for a more detailed Q-and-A about his predictions—from the $1 million investment cap… Read More

PENSCO’s Kelly Rodriquez Announces His Top Five Predictions For 2015

Ready to share his thoughts about the new year, CEO of PENSCO, Kelly Rodriquez revealed his top five predictions for 2015. During a recent post on the platform’s blog, Rodriquez stated, “As the CEO of PENSCO, I find myself at a fascinating intersection between IRAs, alternative… Read More

Pensco Continues to See Demand for Crowdfunding & Alternative Assets

Pensco, one of the largest self-directed IRA Custodians with over $10 billion in assets under custody (AUC), recently shared a statement from CEO Kelly Rodriques.  He states that only history will be the judge if 2014 will be “The” year of alternative assets but regardless,… Read More

Four Additional Crowdfunding Platforms Join The PENSCO Marketplace; Unlocking Alternative Investment Opportunities for Self-Directed IRA Investors

PENSCO has expanded The PENSCO Marketplace with the addition of four new crowdfunding portals – LendZoan, Equity Round, EarlyShares and SilverPortalXchange. The new participants join the original five sites, which are CircleUp, HealthiosXchange, I-Bankers Direct, RockThePost and Zanbato, in the online marketplace, a first-of-its-kind network of crowdfunding providers, products and services, giving individual accredited investors unparalleled access to… Read More

Pensco Trust CEO Kelly Rodriques: We Embrace Alternative Assets

  PENSCO Trust is a leader in the self-directed IRA industry holding around $11 billion in assets under custody today.  The company received a dramatic boost in 2012 when they acquired the IRA business of Lincoln Trust, described as a “game changer” by the financial… Read More

PENSCO Trust Launches Marketplace Network For Alternative Investing Needs of Individual Investors

Recognizing the growing interest among individual investors to hold alternative assets in their self-directed retirement accounts, but realizing the challenge in being able to locate and invest in private placements, PENSCO announced on Wednesday (August 6th) the launch of The PENSCO Marketplace, a considered first-of-its-kind… Read More

PENSCO, WealthForge Form Partnership

WealthForge, a provider of turnkey solutions for investment crowdfunding, and PENSCO Trust Company, a leading alternative asset custodian have announced a new partnership that will help simplify the process of direct investment into private placements online for investors. The collaboration between the two companies will… Read More

PENSCO Welcomes Stephen J. George to Its Board of Directors

PENSCO, a leading alternative asset custodian helping investors buy, hold and divest non-publicly traded investments in tax-advantaged accounts, today announced that Stephen J. George, founder and managing partner at Omaha-based Panorama Point Partners, an innovative private equity partnership, has joined the company’s Board. Mr. George’s… Read More

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