<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=191325388179113&amp;ev=PageView&amp;noscript=1">
Log In Get Started
Log In Get Started

Alternative investing, simplified
Our partners make it easy to invest in things like crypto, real estate, and startups.

Browse our partners

    The Rocket Dollar Guide to Self-Directed Retirement Plans
    Download your free copy and learn how to launch your portfolio into the 21st century.

    Download for free
      Free Webinar

      Private Investments in the COVID Economy

      Bruce Roberts from Carofin joins Mark Peck to discuss the changing investment landscape around the recent market turmoil.

      Watch on-demand

      Private Investments in the COVID Economy | Carofin Webinar

      Responding to changing markets

      The consensus is that while these are undoubtedly challenging times, at the end of it lies opportunities for folks to begin or continue investing in different asset classes around the country.

      Download Carofin’s Whitepaper

      Meet the hosts


      Mark Peck

      Mark Peck, former Director of Business Development for Rocket Dollar, covers the east coast sales and partnership efforts. Mark has helped execute alternative transactions for a wide spectrum of institutional and retail clients, totaling billions of dollars, spread across numerous asset classes.


      Bruce Roberts

      Bruce Roberts has over 35 years of experience as an investment banker and entrepreneur. In 1995, Mr. Roberts founded Carolina Financial Group (CFG), which includes Carolina Financial Securities (1997, SMB-focused corporate finance) and Carofin, LLC (2018, technology-supported private securities distribution) – each is a registered broker/dealer with FINRA.

      CFG specializes in private capital raising, having completed over $1.1 billion of equity and debt private placements for venture and growth companies across the US. Industries financed include traditional industries (manufacturing, distribution, consumer products agriculture, etc.) as well as technology (IT, life sciences, biometrics,). In addition to raising capital, CFG provides ongoing investment supervision and investor support throughout each investment’s life cycle.

      In early 2005 Mr. Roberts founded Rehabilitation Support Services, LLC (RSS) to distribute and support next-generation behavioral health-related technology solutions for addiction treatment, criminal justice, and mental health providers. Over 4000 individuals’ recovery has been supported thus far by RSS. Investment supporting the delivery of more effective addiction treatment is a specialty area for CFG.

      1987 – 1994, Mr. Roberts was at The First Boston Corporation (now Credit Suisse) in New York as a Director in the Investment Banking Department, supporting both corporate and government clients throughout the pacific region and raising in excess of $30 billion for his clients. He started his investment banking career at Bank of America in San Francisco in 1983. Prior to his investment banking career, he served as an officer in the U.S. Navy (UDT / SEAL).

      Register to watch

      Sign up to gain access to the recording.