Webinar: The Path to Liquidity: Exploring Strategies for Private Companies by BizClik Media

The Path to Liquidity: Exploring Strategies for Private Companies

About

Managing shareholder liquidity has become a critical part of building a culture of ownership and retaining talent. As private companies face continued market volatility in 2023, they may be considering whether to conduct a liquidity program for employees and other shareholders.

Join us for a live virtual broadcast as we discuss:
• The State of the Private Markets and Secondary Liquidity
• The Mechanics of a Liquidity Program
• Preparing for an IPO in an Uncertain Market
• Rising from a Down Market: Outlook for the Future

Presenters

Kevin Swan

Managing Director | Co-Head of Global Private Markets

Kevin Swan is a Managing Director of Morgan Stanley in Wealth Management. He is Co-Head of Global Private Markets for Morgan Stanley At Work which delivers equity management, liquidity, and workplace solutions to private companies. He joined Morgan Stanley through the acquisition of Solium Capital where he served as the VP of Corporate Development.

Prior to joining Morgan Stanley, Kevin held roles in product management and corporate development, was a Partner at venture capital firm Inovia Capital, and served as a board member at several venture backed technology startups.

Kevin has a B.Sc. from the University of Alberta and a M.S. from Stanford University where he studied mechatronics and control systems.

Samantha Adams

Executive Director | Private to Public Strategy

Samantha Adams is currently an Executive Director at Morgan Stanley at Work leading a specialized team focused on helping private companies transition their stock plans into the public market.

Prior to this role Samantha lead the global equity team at DoorDash through building a best-in-class equity infrastructure to operate as a growing public company and a tremendously successful IPO in 2020. She also led MuleSoft’s global equity team through an IPO in 2017 and subsequent acquisition by Salesforce in 2018. Additionally, she designed MuleSoft’s Total Rewards and Mobility practices, including global compensation programs, ESPP, and employee benefit packages.

Samantha was also a key member on the Trulia legal team managing all things stock and corporate compliance through their IPO in 2012 and subsequent acquisition by Zillow in 2015. Samantha received a BA in Sociology from UCLA in 2004 and the CEP designation in 2015.

Neil Perry

Moderator, Managing Editor at Bizclik

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