Marc To Markets

Send us a textOn 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.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliat