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Unlocking Private A.I. Investment Opportunities With Mike Ivancie
Manage episode 500456047 series 2431232
Content provided by Marc Bautis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marc Bautis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
The most valuable companies in the world are staying private longer than ever — and that means most of the growth is happening before the IPO. How can individual investors get a piece of the action?
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mike Ivancie, Chief Marketing Officer at UpMarket, a platform that gives accredited investors access to exclusive private market opportunities — including shares of AI giants like OpenAI and Anthropic.
In this episode, you will learn:
- Why private companies are delaying IPOs and what that means for investors.
- How UpMarket sources, evaluates, and prices hard-to-access investments.
- The trade-offs of liquidity, transparency, and valuation in private markets.
- Emerging sectors beyond AI — including automation and defense tech — that could shape the future.
- And more!
Tune in to discover how alternative investments can fit into a diversified, forward-looking portfolio.
Resources:
Episode Transcript & Blog | upmarket.co | Free Pre-IPO Investment Checklist: A Practical Guide to Venture Secondaries | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
257 episodes
Share
Manage episode 500456047 series 2431232
Content provided by Marc Bautis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marc Bautis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
The most valuable companies in the world are staying private longer than ever — and that means most of the growth is happening before the IPO. How can individual investors get a piece of the action?
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mike Ivancie, Chief Marketing Officer at UpMarket, a platform that gives accredited investors access to exclusive private market opportunities — including shares of AI giants like OpenAI and Anthropic.
In this episode, you will learn:
- Why private companies are delaying IPOs and what that means for investors.
- How UpMarket sources, evaluates, and prices hard-to-access investments.
- The trade-offs of liquidity, transparency, and valuation in private markets.
- Emerging sectors beyond AI — including automation and defense tech — that could shape the future.
- And more!
Tune in to discover how alternative investments can fit into a diversified, forward-looking portfolio.
Resources:
Episode Transcript & Blog | upmarket.co | Free Pre-IPO Investment Checklist: A Practical Guide to Venture Secondaries | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
257 episodes
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Similar to The Agent of Wealth
We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
…
continue reading
1
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Brian Burns
11k278
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
The daily drama of money and work from the BBC.
…
continue reading
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Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 3,000 journalists and analysts.
…
continue reading
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…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
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…
continue reading
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