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Why Financial Advisors Allocate to Venture Capital
Matt Ober
August 08, 2024
Social Leverage is excited to host a webinar to dive into why financial advisors allocate to venture capital. In this webinar, we will talk about the current state of the venture market, the opportunities at the seed stage, tax benefits, diversification, and the value alternatives bring to clients. We encourage advisors and their clients to listen in.
Details on the webinar are below. This is a topic I talk to people about regularly and will be interesting to see my partner Howard chat with the founder of SmartX and Venture Partner with Social Leverage, Evan Rapoport & Managing Partner from Hightower Advisors, Omar Qureshi. They all bring interesting perspectives to leveraging venture capital in a portfolio.
If you are interested in listening in, REGISTER HERE.
Why Financial Advisors Allocate to Venture Capital - Webinar
Date: Tuesday, August 20th
Time: 10:00 am PST
Duration: 1 Hour
Featured Speakers: |
Evan Rapoport: Venture Partner, Social Leverage & Founder, SMArtX Howard Lindzon: General Partner, Social Leverage Omar Qureshi: Managing Partner of Hightower Wealth Advisors |
Why Attend?
Superior Returns: Historically, VC investments have outperformed traditional asset classes.
Portfolio Diversification: VC offers a low correlation with public markets, reducing overall portfolio risk.
Access to Innovation: Invest in early-stage companies with groundbreaking technologies.
Tax Advantages: Benefit from preferential tax treatments.
Globalization Opportunities: The VC ecosystem has become increasingly globalized, with thriving startup hubs emerging outside of SF and NYC in cities like Austin, Nashville, Park City Utah, Dallas, etc. This opens up new investment opportunities and diversification benefits for advisors and their clients.
Exclusive Networks: Access to the right VC gives you entry to exclusive events and a network of like-minded investors. Opportunities for you to network with other clients.
Differentiation for RIAs: Showcase your differentiation of deal flow access and build long-term trust, as venture is a long-term investment.
Join us for this insightful webinar to explore how the opportunity to invest in this vintage of venture capital for your client's portfolios can enhance returns, provide diversification, and offer unique networking opportunities.
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