[Podcast] Unlocking Value for Employees at Pre-IPO Companies: Wharton Fintech Podcast

Robert Pitti, Founding Partner at Liquid Stock, recently sat down with Tarang Gupta, host of the Wharton Fintech Podcast, an industry-renowned and award-winning podcast run by the Wharton School’s FinTech community. Robert and Tarang dove into the world of pre-IPOs and all-things Liquid Stock discussing:

How Liquid Stock is enabling liquidity for shareholders of pre-IPO companies
How companies can leverage tax arbitrage to retain talent
Robert’s outlook on the recent economic uncertainty
Liquid Stock’s growth and expansion plans

“The use cases for the type of financing we provide fall into two broad categories,” said Robert. “One is for liquidity i.e., for people that don’t want to sell their shares but have a lot of locked-up value and the second is for individuals who have significant positions but they’re in the form of stock options, which are inherently very tax inefficient.”

To listen to the full episode you can visit:

Soundcloud: https://bit.ly/3T8fykc

Spotify: https://spoti.fi/3Tg8Jxf

Apple Podcasts: https://apple.co/3CkOnMp

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Liquid Capital Management, LLC (“Liquid Capital” and together with its affiliates, “Liquid Stock”) is an investment advisor registered with the Securities and Exchange Commission, providing investment advice and management to certain privately offered pooled investment vehicles (each a “Fund”). Each Fund has been or will be formed for various purposes, including but not limited to, acquiring exposure to the stock of private companies (“Companies”) held by the equity-holders of such Companies who are seeking liquidity (“Shareholders”). Liquid Capital provides investment advice to the Funds with respect to such investments, and other investments made by the Funds. The Funds are Liquid Capital’s clients. Liquid Capital does not solicit or make its services available to the public or other advisory clients. Shareholders and Companies are not customers or clients of Liquid Capital. Liquid Capital Management does not provide any type of investment, securities, tax, accounting, financial, legal or brokerage advice or services to Shareholders or Companies in any capacity.

All information included on this website (“Site”) is for informational purposes only, and should not be construed as an offer or solicitation to buy or sell any securities, a recommendation that you obtain liquidity, exercise stock options, buy, sell or hold any security or other investment or that you pursue any investment style or strategy. All information on this Site, including any calculators, graphs, charts, case studies and illustrations, and any content included in the site portal or any password protected portion of the Site, is for educational and illustrative purposes only. Please see Terms of Use for additional important information.

[Podcast] Unlocking Value for Employees at Pre-IPO Companies: Wharton Fintech Podcast

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