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

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

Power Your Advice

December 14, 202117m 52s

Audio is streamed directly from the publisher (media.blubrry.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

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

 

Source