Webinars

Upcoming Webinars

We've got some insightful, new webinars in the works! Keep an eye out for details on how to register for these upcoming webinars.

Investing in Innovation: Navigating Startups & Crowdfunding with a Self-Directed IRA

When: Tuesday, February 27, 2024 at 1:30 PM ET / 10:30 AM PT (45 minutes)
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Investment Sponsor Highlight:
How Multi-family Investing Can Help Hedge Against Inflation

When: Thursday, February 29, 2024 at 2:30 PM ET / 11:30 AM PT
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View our previously recorded webinars on-demand to learn more about Self-Directed IRAs, alternative investments, trending industry topics, and more!

Navigating Promissory Notes with a Self-Directed IRA: What You Need to Know

Join Dana Udumulla, Investments Manager, and Ian Robertson, Senior Account Executive at Madison Trust, for an informative and insightful webinar on investing in promissory notes with a Self-Directed IRA.
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Investment Sponsor Highlight: Exploring Real Estate Credit

Madison Trust was joined by Eugene Poverni, Poverni Sheikh Group’s CEO, and Eduardo Karpat, Poverni Sheikh Group’s Principal and Credit Committee Member. Together, they will explore the unique advantages of real estate private credit and possible opportunities for involvement (including through a Self-Directed IRA).
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Insights from the Top: An Exclusive Interview with the CEO of Madison Trust

Join us for an exclusive interview with President & CEO of Madison Trust, Daniel Gleich. He will share the story of how Madison Trust was founded and the company’s vision for the future.
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Golden Opportunities: Self-Directed IRAs and Precious Metals

Join Daniel Gleich, CEO & President, and William Osborne, Account Executive at Madison Trust, as they discuss how you can invest in precious metals with your Self-Directed IRA.
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Investment Sponsor Highlight: Exploring Multi-Family Real Estate

Join Paul Poteet (CEO and Founder of Surge Investment Group), hosted by Madison Trust, to learn about multi-family entitlement, development, construction, and possible opportunities for investing (including through a Self-Directed IRA).
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Join Dana Udumulla, Investments Manager, and Ian Robertson, Senior Account Executive at Madison Trust, for an informative and insightful webinar on investing in private placements with a Self-Directed IRA.

Navigating Private Placements with a Self-Directed IRA: What You Should Know

Join Dana Udumulla, Investments Manager, and Ian Robertson, Senior Account Executive at Madison Trust, for an informative and insightful webinar on investing in private placements with a Self-Directed IRA.
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Investment Sponsor Highlight: Exploring Private Commercial Real Estate Bridge Lending Thumbnail

Investment Sponsor Highlight: Exploring Private Commercial Real Estate Bridge Lending

Join Madison Trust and Tim Stamps, Copper River Funding’s Chief Operating Officer, and Craig Gaudio, Copper River Funding’s Principal and CEO. Together, they will discuss Private Commercial Real Estate Bridge Lending and possible opportunities for involvement (including through a Self-Directed IRA).
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webinar thumbnail with sponsors team

Raising Capital: Diversify Your Funding Sources with Self-Directed IRAs

Join Madison Trust’s Sponsors Team, as they discuss how you can use Madison Trust to build a bridge between potential investors and your fund. Learn how to experience an upsurge in capital with this widely untapped source of funds.
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Investment Sponsor Highlight: Tarek El Moussa | Navigating Real Estate Syndications

Join Madison Trust and Tarek El Moussa, TEM Capital's Founder and CEO, along with Abby Calabrese, TEM Capital's COO, to delve into the world of real estate syndications. Explore insights into projects currently offered by TEM Capital, and the various avenues for participation (including through a Self-Directed IRA).
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Unlocking the Power of Checkbook IRAs: Gain Control of Your Retirement Investing

Join Daniel Gleich, CEO & President, and William Osborne, Account Executive at Madison Trust, as they discuss how to gain greater control of your retirement investing with a Checkbook IRA.
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Corporate Headquarters:
Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company
One Paragon Drive • Suite 275
Montvale, NJ 07645
Hours:
Monday - Thursday: 9:00AM - 6:00PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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