POSTPONED: Pre-IPO Solutions for Option Exercise & Liquidity
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When: 4:00 PM
Where: Nasdaq Building - Silicon Foundry
505 Howard Street
2nd Floor
San Francisco, California  94105
United States

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POSTPONED until further notice

If you had previously registered for this event, we will be contacting you and issuing a refund. Thank you for your understanding.


Pre-IPO Solutions for Options Exercise & Liquidity

A panel discussion focused on educating wealth advisors on the various liquidity solutions that exist for employees at Pre-IPO unicorn companies. We will discuss the decisions that an employee should contemplate, tools for gaining liquidity prior to IPO, when the right time to exercise might be and the related tax implications.

Learning Outcomes:

  • Overview of Secondary Markets
  • Awareness of liquidity & Funding solutions (Loan, Sale, Tender)
  • Understanding of when to leverage various solutions
  • Knowledge of tax related issues to consider & contemplate 

Panelists - To be confirmed soon

  • Quid Inc.
  • Scenic Advisement
  • Nasdeq
  • and more...



4:00 p.m. - Registration & Networking

4:30 p.m. - Program Begins

5:45 p.m. - Q&A

6:00 p.m. - Optional Networking Reception

6:45 p.m. - Event ends



Member $25

Non-Member $40


This event qualifies for 1.5 hours of continuing education credit for CFA charterholders.

Cancellation Policy: Please contact at least 24 hours prior to the event to receive a full refund.

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E:

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