Join NuView for our Tuesday Workshop:

The Power of Collaboration: Joint Ventures with Self-Directed IRAs

Tuesday, June 25th | 12:00 P.M. EST

Discover the potential of collaborative investments in our upcoming live class: "The Power of Collaboration: Joint Ventures with Self-Directed IRAs," on Tuesday, June 25th, at 12:00 P.M. EST, with Jason Sheppard! 

In this engaging session, you'll dive deep into the concept of joint ventures, gaining a comprehensive understanding of how to effectively harness them within your Self-Directed IRA. Explore the various types of joint ventures available, from real estate partnerships to business collaborations, and discover how they can be leveraged to diversify and strengthen your investment portfolio. Unlock the benefits of this innovative investment approach, from potential higher returns to enhanced diversification and risk mitigation. Gain valuable insights into the critical factors to consider when contemplating joint ventures as part of your financial strategy. Don't miss out on this exclusive class! Reserve your spot today.

Please note: If you register after 10:30 AM EST on the day of the class, you will not receive the join link for this class; however, you will receive a link to a recording. The recording link will not be provided if you do not register.

Meet Our Speaker

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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.