Our topic on today’s episode of Everybody’s Crushing It, is private equity, and my guest, Brian Schaeffer, managing director of InvestX is the perfect person with whom to have this discussion. InvestX delivers access, liquidity, and innovation to the private equity asset class through investments in Pre-IPO Giants on a state-of-the-art trading platform, InvestX GEM. They empower broker dealers and advisors with a marketplace, technology and insights for investing and trading in institutional quality private equity without the traditional multimillion-dollar investment minimums. In today’s episode, Brian and I discuss
- His background & what brought him to InvestX
- How InvestX sees private equity
- Why companies are staying private longer
- How InvestX identifies “Pre-IPO Giants”
- How InvestX GEM helps democratize access to these types of investments for retail investors
We also discuss the importance of leveraging success to give back. Brian’s mother has been a bereavement nurse and a volunteer ALS nurse for more than two decades, so he supports the Joan Dancy & PALS Foundation. He and InvestX are also very active in raising fuds with the St. Jude’s Children’s Research Hospital. Please click on either of the links to learn more or make a donation.
Resources: InvestX | Joan Dancy & PALS Foundation | St. Jude’s Children’s Research Hospital
Related: Everybody’s Crushing It: Wealthforge