How to Invest in Pre-IPOs Using a Self-Directed IRA

Presented by Next Generation and Silver Edge Financial

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Unlock a New Strategy!

Private equity is a popular investment that can be included in a self-directed IRA. However, many people wonder, "What happens when the asset goes public?" That's where our co-hosts (and Next Generation) step in to answer. 

Dan Mackle, who is this webinar's co-host, is CEO of Silver Edge Financial, a firm which specializes in pre-IPO investments. Here's what you can expect to learn during this 60-minute webinar:

  • Self-directed IRA basics and how to set one up
  • How to invest in a pre-IPO company using a self-directed IRA
  • How the market has changed over the last 20 years
  • The rise of venture capital and private equity
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Meet the Speakers

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Brittany Melville
Director, Marketing & Sales
Next Generation


Brittany applies her extensive experience in direct sales, marketing and customer relationship management at Next Generation. In her role, she develops and oversees the implementation of our marketing strategy across all media and works with our team to support sales initiatives. 

Brittany’s accomplishments throughout the years include designing and executing lead generation strategies across multiple channels, developing and nurturing multi-million dollar sales pipelines, enhancing digital marketing outreach, creating educational content, conducting market and competitive analyses, training sales personnel and improving internal processes to support sales. Prior to joining Next Generation Brittany held positions at Convergent Revenue Cycle Management, Inc., and Altria Group Distribution Company (formerly Philip Morris USA).

Brittany graduated Cum Laude with a B.S. in marketing and business management from Boston College, and is certified as a Self-Directed IRA Professional (SDIP). Brittany and her husband currently live in Branchburg, NJ, with their cat Leo. She also owns a rental property at the Jersey Shore. In her free time she enjoys dancing, working out, playing piano, cooking, reading and cheering on her favorite football team, the Philadelphia Eagles.  

Dan Mackle

Dan Mackle
Silver Edge Financial 

Silver Edge

Experienced Chief Executive Officer with a demonstrated history of working in the financial services industry. Skilled in Securities, Investment Advisory, Mutual Funds, Securities Regulation, and Trading. Strong business development professional with a BA focused in Management from Manhattanville College.

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