Simplifying IRA Capital Raising: With Integrated Solution + Ready-to-Launch Marketing Toolkit
SponsorCloud
30:06
Learn how to enhance investor outcomes and expand access to retirement capital through the SponsorCloud × Equity Trust Company partnership.
What You'll Learn in This 45-Minute Session:
✅ The Dual-Advantage Strategy that most sponsors haven’t adopted: solving investor value and capital access simultaneously.
✅ Tax Elimination Benefits using Self-Directed IRAs that may increase investor net returns by up to 15-25%.
✅ Market Access Secrets to tap into the $17 trillion retirement assets market (with less than 5% currently allocated to alternatives).
✅ Complete Implementation Toolkit—9 ready-to-launch resources including white-labeled landing pages, customizable email campaigns, webinar scripts, and investor FAQs.
✅ Partnership Activation process to start engaging retirement-focused investors efficiently and compliantly.
Why Attend?
- Access Immediately: Get the full SDIRA marketing toolkit at no cost.
- Unlock New Potential: Sponsors have seen 30–50% increases in capital raised by integrating retirement accounts
- Zero Implementation Guesswork: Get customizable templates, scripts, and step-by-step guidance
Performance figures are directional estimates based on pilot expectations and industry modeling. Results will vary by sponsor and market conditions.
Speakers
Brad Janitz
Senior Director, Equity Trust Company
Brad is a Senior Director at Equity Trust Company with over 15 years of specialized experience helping investment companies attract and onboard new investors using IRA and 401(k) assets. As a senior member of the Equity Trust team, Brad focuses on creating smooth, cohesive processes that enable investors to use their retirement accounts for alternative investments. Brad works extensively with both investment sponsors and investors new to alternatives, providing education and simplifying self-directed retirement options. His expertise spans servicing the Introducing Broker, CTA, CPO, and Hedge Fund communities with comprehensive IRA investor solutions. Known for his collaborative approach, Brad combines deep retirement plan knowledge with innovative sales initiatives to increase awareness and adoption of alternative investments within the retirement assets space.
Ameet Mehta
Co-Founder, SponsorCloud
Ameet leads GTM strategy and drives product and service adoption among real estate private equity firms at SponsorCloud. He brings practical expertise in fund operations and technology implementation to help managers optimize their investment structures. Ameet invests in technology companies through FirstPrinciples Holding Company. Prior to his entrepreneurial career, Ameet worked at TechStars, KPMG, and Cambridge Capital. He holds a degree in Accounting & Finance from DePaul University in Chicago. Ameet enjoys watching football as a Chicago Bears Fan, playing golf, and supporting the Milaan Foundation as a Board Member.
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Simplifying IRA Capital Raising: With Integrated Solution + Ready-to-Launch Marketing Toolkit
30:06