Late-Stage Private Investing and Pre-IPO Markets: A Family Office Perspective скачать в хорошем качестве

Late-Stage Private Investing and Pre-IPO Markets: A Family Office Perspective

In this episode of Significance of Wealth, host Tom Ruggie is joined by Michael Grayson, Portfolio Manager at First Trust Capital Management LP, for a thoughtful discussion on late-stage private investing within a changing capital market landscape.  Their conversation examines how institutional family offices assess private growth opportunities, with an emphasis on underwriting discipline, access, alignment of interests, and risk awareness. Tom and Michael also explore how liquidity considerations, secondary market dynamics, and potential exit paths, including IPOs, inform decision-making as companies mature toward the public markets. Explore related private market commentary and articles written by Tom Ruggie: The Calm Investor’s Guide To Allocating Alternative Investments (https://www.forbes.com/councils/forbe...) The Role Of Direct Investment Opportunities In The AI Revolution (https://www.forbes.com/councils/forbe...) Why Alternatives Belong in a Well-Built Portfolio (https://www.investmentnews.com/news/e...) :: Connect with Destiny Family Office :: Website: www.destinyfamilyoffice.com LinkedIn: www.linkedin.com/company/destiny-family-office/ YouTube: @SignificanceOfWealthPodcast The views, thoughts, and opinions expressed in this podcast belong solely to the host and/or guests and do not necessarily reflect the views of Destiny Wealth Partners, LLC or its affiliates. Nothing discussed should be construed as investment advice, an offer, solicitation, or recommendation to buy or sell any security, investment product, or strategy. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC-registered investment adviser. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Registration with the SEC does not imply any level of skill, training, or favorable outcome. This podcast and any related materials are provided for informational and educational purposes only and are not intended as a substitute for personalized investment, legal, tax, or accounting advice. Destiny Family Office is neither a law firm nor an accounting firm, and no portion of this content should be construed as legal or accounting advice. Listeners should consult their own advisors regarding their specific financial circumstances before making any investment decisions.  Discussions may include references to private, alternative, or illiquid investments. Such investments are speculative, involve a high degree of risk, may involve limited liquidity, and are not suitable for all investors. Alternative investments are intended only for investors who meet applicable eligibility requirements, such as Accredited Investor or Qualified Purchaser standards. Past performance is not indicative of future results, and no assurance can be given that any investment strategy will be successful or achieve its objectives. Any references to specific investments, strategies, or market outcomes are for illustrative purposes only and should not be assumed to be profitable or suitable for any individual or portfolio. No guarantees are made that any client or investor will experience similar results. Destiny Family Office and its affiliates make no representations as to the accuracy or completeness of the information discussed and are not responsible for any human or mechanical errors or omissions. The podcast content is the sole property of Destiny Family Office and may not be reproduced or redistributed in any form without the express written consent of Destiny Family Office. Copies of Destiny Wealth Partners’ current Form ADV Part 2A (Disclosure Brochure) and Form CRS, which provide additional information about advisory services and fees, are available upon request or at www.destinyfamilyoffice.com/disclosures.