Private Market Investing: Institutional Due Diligence, Pre-IPO Access & Liquidity скачать в хорошем качестве

Private Market Investing: Institutional Due Diligence, Pre-IPO Access & Liquidity

In this highlight reel from episode 22 of Significance of Wealth, host Tom Ruggie sits down with Mike Grayson, Portfolio Manager at First Trust Capital Management, to unpack how institutional investors and family offices evaluate, access, and manage risk in late-stage private market investments. The conversation explores what separates institutional-quality private investing from the broader non-institutional market, including disciplined underwriting, counterparty diligence, pricing transparency, and liquidity planning. Mike shares firsthand insight into how family offices gain exposure to well-known private companies while navigating secondary markets, company tenders, and pre-IPO structures. Subscribe to ‪@SignificanceOfWealthPodcast‬ for more conversations on private market investing, alternative investments, and family wealth. :: Connect with Destiny Family Office :: Website: www.destinyfamilyoffice.com LinkedIn: www.linkedin.com/company/destiny-family-office/ YouTube: @SignificanceOfWealthPodcast Listen to the full episode on Apple Podcasts, Spotify, Pandora, and YouTube. Episode Released: December 18, 2025 -------------- 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.