Self-Directed IRA Accounts Get Enhanced Access to Private Markets

iownit capital and markets, Inc., a leading digital assets issuance and trading platform, is pleased to announce that it has entered into an agreement with Midland Trust Company to provide investors the ability to invest in private securities and alternative assets through their self-directed IRA accounts custodied at Midland.

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CAIA Connects With iownit To Discuss Private Markets

After Rashad had his first piece published on CAIA’s blog, AllAboutAlpha, we had some broader discussions with Bill Kelly and Aaron Filbeck about the implications of the DOL decision regarding private equity investments, and the SEC’s discussion regarding the definition of an accredited investor.

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What The DOL Decision On Private Equity Means For Financial Advisors

Over the last year, there have been notable changes to the sentiment and regulation surrounding the private market and access for its participants. These changes have the potential to usher in a broader investor base and channel additional capital into this market, resulting in greater efficiency that is much needed in private markets.

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Private Equity – Going Mainstream and Arriving on Main Street

Across the globe, investors look to their public market indices to provide an indicator of potential economic growth. Stock markets provide a near-daily scoring of global economies and act as a barometer for investor sentiment. Investing in public markets is also the main tool for individuals to build wealth, save for retirement, and build financial success.

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Introducing Expanded Data Room Features

iownit’s purpose is to provide advanced technology tools to help entrepreneurs and investors invest in each other. One of the requirements our users have is to have a platform for information sharing during an investment due diligence process. While we always provided basic data room capabilities on the platform our users asked for the ability to offer controlled access to confidential information.

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ACCEPTING RANDOMNESS IN CAPITAL MARKETS

During my first year working on JP Morgan’s investment banking team in New York, fresh out of college, I was dazzled by Wall Street. My group’s floor was always bustling with activity. It was early 1999 and the public equity markets were hot

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WHAT A MODERN PRIVATE SECURITIES MARKET LOOKS LIKE

Technology has had a profound impact on financial services in the US. New payment methods enabled the growth of e-commerce, peer-to-peer lending redefined personal loan markets, and Robo-advisors changed the face of wealth management

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ENTREPRENEURS – EMBRACE THE MARKET!

“Market is always right” – we all probably heard at one point or another. This phrase is frequently used to describe financial markets. But markets are not always efficient, meaning that while over time markets tend to be right, at any given point in time the market might be mispricing particular investments for one reason or another

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IT IS NOT TOO LATE TO IMPROVE YOUR BUSINESS CONTINUITY PLAN

Most of us are familiar with the devastating impact of natural disasters. Hurricanes, wildfires, earthquakes, and tornadoes can have a significant impact on the lives of those who experience them. Fortunately, the stress of dealing with the aftermath is often balanced by beautiful acts of kindness

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ARE YOU A DEAL MAKER OR AN INVESTOR?

When we started iownit 3 years ago, my co-founder and I had a simple vision we both agreed on – private securities markets were ripe for a technology-driven evolution.​ What are private securities? Broadly speaking these are investments in private companies or funds that are not registered with the SEC

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TEAMWORK, TENACITY, AND TECHNOLOGY

We started iownit with the goal of enabling a more efficient flow of capital into private companies. Capital raising process inefficiencies coupled with the lack of a market infrastructure presented an opportunity for us to leverage our skills and make a change that would benefit all stakeholders

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DON’T GET SOLD ON THE NEXT BIG THING FIND IT AND BUY IT YOURSELF

The private securities market is one of the last bastions in financial services to reach the digital frontier. This lag in innovation has caused investors, intermediaries, and entrepreneurs to accept the probability of missing opportunities due to inaccessible silos, high transaction costs, and operational challenges

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A BRIEF OVERVIEW OF PRIVATE SECURITIES

Private securities are investable assets issued by a privately owned company in accordance with exemptions from the SEC’s registration requirements. Private securities allow private companies to raise capital from a limited number of accredited investors to start or grow their business. Although private securities are exempt from registration with the SEC, issuers of private securities are still subject to all of the anti-fraud provisions of the Securities Act of 1933

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THE EVOLUTION OF PRIVATE SECURITIES IS JUST BEGINNING

I am excited to now share that IOI Capital and Markets, LLC. has become a registered broker-dealer with an Alternative Trading System (ATS) license. We are believed to be the first such broker-dealer in the U.S. to operate a blockchain-based platform for the digital issuance of private securities and secondary trading of private placement securities

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ACCESS TO PRIVATE SECURITIES CAN’T JUST BE A BUZZWORD

For private security investments to become a more transparent and utilized asset class, it has to be possible to access opportunities, manage them and, if necessary seek liquidity. This could be done on an exchange that supports multiple asset classes and allows for a diverse set of investors to transact with each other

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CAMPAIGNING FOR CAPITAL

Every day we are observing our political system at work. Whether it is an election season or time for legislative battles, we see our elected representatives and follow their work on our behalf. But is there something that entrepreneurs can learn from the workings of our political system

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