Join NuView for our Tuesday Workshop:
Investing on Your Terms: Introduction to Self-Direction
Tuesday, December 5th | 12:00 P.M. EST
Join us on Tuesday, December 5th, at 12:00 P.M. EST for "Investing on Your Terms: Introduction to Self-Direction," taught by Cora Matzek, a Business Development Manager at NuView Trust. This class will dive into self-direction and everything you should know about starting your self-direction journey!
Discover key aspects of self-directed investing, including understanding the range of investment options, mitigating risks, and strategically diversifying portfolios. As a business development manager at NuView Trust, Cora brings real-world insights and practical knowledge to the forefront, making complex financial concepts accessible to all. Whether you're a newcomer to investing or seeking to enhance your financial strategies, this class offers a unique opportunity to learn from a seasoned expert in the field. Join this live session to unlock the potential of self-directed investing and gain the confidence to shape your financial future on your terms!
Meet Our Speaker
Steve Maldonado
Business Development Representative
A student of Finance at the University of Central Florida, Steve has applied his knowledge to a career in Sales and Business Development working with and building teams to adapt to new market trends in the alternative asset industry.
Becoming an expert on retirement accounts, Steve has used his industry knowledge to move into his current position as Director of Syndication Solutions at NuView Trust - a premier custodian for self-directed alternative investments with over $2.5B of assets under management.
Since working with NuView, Steve has had the privilege of developing new relationships with some of the top GPs and Syndicators in the industry, helping them maximize their capital-raising potential through retirement accounts.
Working closely with NuView's Private Equity team, Steve has assisted in facilitating over 15,000 private equity transactions equating to over $1.25B in equity deployed.
Steve's passion lies in educating others on how to raise capital from retirement accounts, providing GPs and Syndicators the right tools to get started raising capital through IRA and 401(k) accounts. He is heavily recruited to speak for podcasts or other events as a subject matter expert in tax-advantaged investing through retirement accounts.
Outside of NuView Trust, Steve is a single father to a beautiful son Steven Jr. They enjoy hiking, kayaking, and adventuring together.
Steve also has a passion for charity and regularly donates his time to the community, participating in projects for Habitat for Humanity, The Sharing Center, and Volunteer Florida.