Description

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