Marc To Markets

All About IPOs

December 10, 2019 Marc Penziner & Matt Palazzolo & Jonah Gruda Season 4 Episode 13
Marc To Markets
All About IPOs
Show Notes

On this episode, we cover IPOs from the perspective of the investor and from individuals who work at or own a private company that is going public. In Part I, I’m joined by Matt Palazzolo, a Senior Investment Strategist at Bernstein, to explain what an IPO is and how investors should think about them (0:00-12:00). In Part II, I discuss with Jonah Gruda, a Partner in the Private Client Services Department of MazarsUSA, how owners and executives at private companies should prepare for an IPO (12:00-14:30). Jonah explains the different types of restricted stocks and options and their tax-implications (14:30-24:30). We discuss risk management techniques and how to incorporate this trans-formative process into your financial plan (24:00-30:00). 

Any questions or comments, I can be reached at marc.penziner@bernstein.com or 212-969-6655.

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