Unlocking Private A.I. Investment Opportunities With Mike Ivancie Artwork

The Agent of Wealth

Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.

All Episodes

The Agent of Wealth

Unlocking Private A.I. Investment Opportunities With Mike Ivancie

August 15, 2025 • Marc Bautis • Episode 258

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