Tagged: kelly rodriques

March 22, 2022 @ 10:14 am By JD Alois  |  

Forge Global begins trading on the New York Stock Exchange (NYSE) today under the ticker FRGE. The public listing is following the completion of a SPAC deal with Motive Capital Corp. Financial Technology Partners and FTP Securities (FT Partners) served as financial advisors to Forge… Read More

August 5, 2021 @ 3:23 pm By JD Alois  |  

In the spring of 2020, SharesPost and Forge Global announced a merger of the two firms seeking to create a super-sized private securities marketplace. It was reported that Forge had paid $160 million for SharesPost. At that time, Kelly Rodriques, CEO of Forge, said that: “… joining… Read More

May 10, 2021 @ 11:07 pm By Omar Faridi  |  

Forge Global, a multinational private securities marketplace, has revealed that it has acquired the Financial Industry Regulatory Authority’s (FINRA) approval to offer services as a single broker dealer with SharesPost after a merger last year. Forge Global has also finalized an oversubscribed investment round of… Read More

November 9, 2020 @ 8:15 pm By JD Alois  |  

The merger of SharesPost and Forge has been approved by regulators, according to a note distributed by SharesPost. The merger was announced last spring and set in motion the creation of one of the largest private securities marketplaces in the world. The transaction was facilitated… Read More

January 30, 2019 @ 4:07 am By JD Alois  |  

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

December 17, 2015 @ 4:20 pm By Samantha Hurst  |  

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

November 24, 2015 @ 7:40 am By JD Alois  |  

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

June 4, 2015 @ 3:57 pm By Samantha Hurst  |  

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

May 13, 2015 @ 4:49 pm By Samantha Hurst  |  

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

March 25, 2015 @ 10:50 am By Samantha Hurst  |  

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

March 19, 2015 @ 9:22 am By Midori Yoshimura  |  

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

February 9, 2015 @ 4:30 pm By Samantha Hurst  |  

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

December 21, 2014 @ 9:40 am By JD Alois  |  

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

November 19, 2014 @ 11:29 am By Samantha Hurst  |  

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

November 18, 2014 @ 1:41 pm By JD Alois  |  

  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

August 6, 2014 @ 5:38 pm By Samantha Hurst  |  

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

August 1, 2014 @ 8:33 am By JD Alois  |  

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

July 1, 2014 @ 2:46 pm By Samantha Hurst  |  

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