Directed IRA Podcast How to take YOUR Small Business to a Publicly Traded Company Managing Alternative Assets
Dec 20, 2023
Chris Loeffler, CEO of Caliber Wealth, shares the evolution of Caliber from a small business to a publicly traded company managing alternative assets. Topics discussed include real estate market dynamics, challenges faced by CEOs, developing a pickleball facility, benefits of being a public sponsor of private real estate funds, factors to consider when investing in alternative assets, investing in private funds through a self-directed IRA, opening a self-directed account and distributing funds, and offers of help from Chris and Caliber.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Challenges of Being a CEO and the Importance of Trust
02:19 • 19min
Developing the Largest Pickleball Facility
21:37 • 7min
Benefits of Being a Public Sponsor of Private Real Estate Funds
28:45 • 6min
Factors to Consider When Investing in Alternative Assets
34:43 • 18min
Investing in Private Funds through a Self-Directed IRA Account
52:24 • 2min
Opening a Self-Directed Account and Distributing Funds
54:17 • 14min
Recording, Slides, and Offers of Help
01:08:08 • 2min