Tag Archives: #PrivateEquity

Episode 61 – Access Tomorrow’s IPOs – With Nick Worontzoff

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Nick Worontzoff is the founder and managing partner of NW3 Access, a company that gives clients access to private markets in pre-IPOs, providing investors with superior asset allocation options within various industries and sectors, with the goal of improving a portfolio’s efficiency and risk-adjusted returns.

In today’s episode, Doug and Nick talk about how and why Nick founded NW3 Access, and the opportunity for advisors and investors in the pre-IPO space. They also discuss

  • The world of IPOs and why companies are waiting longer to go public
  • Whether or not there is a perfect time for companies to go public
  • What NW3 Access is making better in this space, and what the difference is going to be for the advisors they work with
  • The importance of building solid relationships
  • Why advisors should be interested in IPOs for their clients – where do they fit inside a client portfolio

Resources: NW3 Access

 

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Episode 37 – Democratizing Access to Late-Stage Venture-Backed Companies – with Christian Munafo

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​​Christian Munafo is the chief investment officer of Liberty Street Advisors, Inc., and the portfolio manager of the Private Shares Fund (PRIVX, PIIVX), which offers individuals, family offices, and institutions an effective means to access the venture-backed asset class. In this episode of Power Your Advice, Doug Heikkinen and Matthew discuss late-stage venture capital investing and why you should consider it for your clients.

  • What late-stage venture capital investing and secondary strategies are
  • Why late-stage venture capital investing is a unique opportunity
  • Why private assets are staying private for longer
  • The types of opportunities on which the Private Shares Fund focuses
  • How Liberty Street Advisors and the Private Shares Fund democratize access to these types of investments

Resources: The Private Shares Fund | Liberty Street Advisors, Inc.

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