Investing in Pre-IPO Companies – SharesPost – 10.15.18

Summary:

On Demand Soon.

Access to well-known, private companies is not always easy or possible with lower minimums or share availability. Many high growth companies are staying private longer, and a significant portion of their value appreciation often occurs before they enter public markets. As advisors seek an active approach to wealth building, the SharesPost 100 Fund may be a solution to investing in a portfolio of these, pre-IPO companies.

The SharesPost 100 Fund offers…

  • Access late-stage, venture backed private growth companies
  • Portfolio exposure to multiple industries and sectors
  • Liquidity through a quarterly tender process (Interval Fund)


Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:
Sven Weber
Managing Director & Portfolio Manager
SP Investments Management

Before joining SharesPost, Sven served as President of SVB Capital at Silicon Valley Bank, where he managed the company’s venture capital investing business, which included direct, secondary and fund of fund investments exceeding $1.5 billion under management. Prior to SVB Capital, Sven managed secondary investments at Cipio Partners and direct investments for Siemens. He previously had operational responsibilities at both Vodafone Germany and O2 Germany.

Sven holds an M.S. in Physics from the University of Heidelberg, Germany, where he specialized in Information Technology and Environmental Physics.
Kevin Moss
Chief Operating Officer
SP Investments Management

Prior to joining SharesPost, Kevin was a senior portfolio manager at First New York Securities, where he managed a global macro book. With over 17 years of senior level experience in financial services, Kevin’s specific areas of expertise include the management of client relationships, investment research coverage, block and position trading, and operations management. Kevin began his career as an institutional equities sales trader working for Instinet, and later Commerzbank. His client base included hedge funds, pension funds and proprietary trading desks. Subsequently, Kevin held a series of distinguished posts at leading hedge funds and proprietary trading firms including serving as the head of international trading for Libra Advisors and Opus Trading Funds.

Kevin received his undergraduate degree in finance from Tulane University and his MBA from Columbia Business School, magna cum laude. He holds FINRA series 4, 7, 24, 27, 55 and 66 licenses.

Overview:
Title: Investing in Pre-IPO Companies
Date: Monday, October 15, 2018
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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For Institutional Use Only, not for retail distribution. Investing includes risks including possible loss of capital. Distributed by Foreside Fund Services, LLC. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus with this and other information about the Fund, please call 1-800 -838-4780 or visit www.sharespost.com. Read the prospectus carefully before investing.