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Auguest 2025 Webinar Recording

Watch The Recording Of The Last Event

Learn How You Can Leverage A Self-Directed IRA To Invest In Bourbon Barrels

Recording Available Now. Featuring Ryan Longoria and Mark Peck.

EXCLUSIVE LIVESTREAM FEATURING RYAN LONGORIA & MARK PECK:

  • Don’t miss the latest in our series of online livestreams to hear insights from an expert in bourbon investment and another who specializes in self-directed IRAs.
  • Learn how bourbon barrel investment works, from the purchase process through monetization strategies.
  • Examine the self-directed IRA structure and how it can be leveraged to diversify your retirement in bourbon.
  • Discover the steps and qualifications necessary to setup a self-directed IRA from Directed Trust.
  • Hear responses from a live Q&A that immediately followed the presentation.
Watch Recording Now

What was discussed?

In this exclusive 30-minute webinar, Ryan Longoria of CaskX and Mark Peck of Directed Trust broke down how investors can use a Self-Directed IRA to invest in aging bourbon barrels. This tangible, appreciating asset can offer a compelling diversification strategy outside of traditional markets. Together, they walked through the step-by-step process of setting up a Self-Directed IRA, explained the unique advantages of including bourbon barrels in a retirement portfolio, and explored the growing market for alternative assets like bourbon casks.

Who Should Watch?

This session is perfect for investors seeking to diversify their retirement portfolio, reduce market correlation, and explore an alternative asset with a history of consistent appreciation. Whether you’re new to Self-Directed IRAs or already familiar with the concept, you’ll gain the knowledge needed to evaluate bourbon barrel investments with confidence and understand why this strategy is catching the attention of savvy investors across the country.

Ryan Longoria – Director of Sales, CaskX

Ryan leads sales and client education at CaskX, where he blends a deep passion for whiskey with a strategic eye for alternative asset investing. He specializes in guiding investors through the world of bourbon barrel ownership by explaining how casks are sourced, aged, and positioned to generate returns over time. As Director of Sales, Ryan helps make bourbon barrel investing accessible and transparent for individual investors seeking tangible, non-traditional portfolio diversification strategies.

Mark Peck – Vice President, Directed Trust Company

Mark Peck serves as VP of Directed Custody at Directed Trust Company, the regulated custodian behind Directed IRA. With over 17 years of experience in finance and accounting across institutional custody and alternative assets, he plays a central role in helping investors deploy self-directed retirement funds into non‑public investments like bourbon barrels. Mark’s leadership ensures compliance, efficient processing, and secure custody. All of which are critical factors for leveraging Self‑Directed IRAs as part of a broader diversification strategy under regulatory oversight

We’re making it possible for everyone to invest in bourbon barrels & scotch whisky casks from leading distilleries.

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    SAFE HARBOR STATEMENT – Certain statements on this website represent forward-looking statements. These statements involve known and unknown risks, uncertainties and other factors that may cause the actual profits or financial results you may receive from your investment in a whiskey cask to be materially different from the future profits or financial results as expressed or implied by such forward-looking statements. CaskX has attempted to identify these forwarding looking statements with the words “believe,” “estimate,” “continue,” “seek,” “plan,” “expect,” “intend,” “anticipate,” “may,” “will,” “could” and other similar expressions. Although these forward looking statements reflect our expectations related to your potential profits and financial results in connection with the investment in a whiskey cask, such forward looking statements are based on information now available to us, which is subject to change, and they are inherently subject to certain risks and uncertainties. These risks and uncertainties including, but are not limited to the following: the highly regulated nature of the whiskey industry and the requirements that may be imposed on you due to changes in law after you acquire your whiskey cask; changes in consumer and commercial demand for whiskey; loss of whiskey due to evaporation or failure to appropriately monitor the cask as it is maturing; loss of whiskey due to leakage, damage or theft, competition for the sale of whiskey with other investors or distilleries having greater resources than you; negative perception for the distillery who manufactured the whiskey in your cask or lack of brand loyalty; and lack of public market for whiskey casks and the requirement to hold your investment for quite some time due to the long maturation of whiskey and applicable United States securities laws. Please review our Notice to Investors and related Risk Factors for a further description of these and other factors you should consider before making an investment in whiskey casks. CaskX is under no obligation to update any of the forward looking statements after the date of publication for this website and associated documents to conform such statements to new information.