Preview Mode Links will not work in preview mode

3D Asset Management brings you innovative ideas from investment professionals, practice, and business management leaders. Listen in as fellow financial advisors discuss what’s working for them. Learn about best-of-breed technology, product, and practice solutions. And hear from economists, portfolio managers, analysts and investment product specialists across the industry spectrum, from mega global managers to small but innovative boutique firms.


Sep 8, 2020

In this episode, 3D discusses late-stage venture financing opportunities with Christian Munafo, CIO of SP Investments Management, the asset management arm of SharesPost.  In this episode, we discuss why retail investors should consider late-stage venture financing as part of an overall equity growth strategy, how they can access private companies through retail investment vehicles like interval funds and SPACs, and the investment opportunities presented in SP’s current portfolio of companies focused on innovation and disruption across large addressable markets. 

Disclaimer:  Some of the names discussed are not held by the Fund, please consult the Fund's web page for a complete list of current Fund holdings.