Private Market Investing: Institutional Due Diligence, Pre-IPO Access & Liquidity

Описание: In this highlight reel from episode 22 of Significance of Wealth, host Tom Ruggie sits down with Mike Grayson, Portfolio Manager at First Trust Capital Management, to unpack how institutional investors and family offices evaluate, access, and manage risk in late-stage private market investments.

The conversation explores what separates institutional-quality private investing from the broader non-institutional market, including disciplined underwriting, counterparty diligence, pricing transparency, and liquidity planning. Mike shares firsthand insight into how family offices gain exposure to well-known private companies while navigating secondary markets, company tenders, and pre-IPO structures.

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Episode Released: December 18, 2025

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