Collective Insights Series #1 webinar (video)
Greg Brogger, CEO & Co-founder of Collective Liquidity hosts the first in the Collective Insights Series with Veteran venture capitalist, Phil Trahanas of Lampros Capital, and Jake Dunn, Managing Director and Private Wealth Advisor at Morgan Stanley
Hosted by Greg Brogger, CEO & Co-founder of Collective Liquidity. Took place on April 30th, 2024.
For convenience, we have separated the two presentations. You can find each of them below. Additionally, the full one-hour webinar video is available at the bottom of this page.
Presentation #1:
Veteran venture capitalist, Phil Trahanas will share his view of the current state and direction of the capital markets for late-stage, private growth companies:
Presentation #2:
Jake Dunn, Managing Director and Private Wealth Advisor, will discuss strategies utilized by unicorn employees to help minimize tax and maximize wealth creation from your company's liquidity event. Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice: