Presenting on a large screen via Zoom, Aaron Dillon, Managing Director, AG Dillon & Company, will discuss Pre-IPO stocks and how they offer compelling risk-adjusted returns, but investors must understand the pre-IPO stock market to ensure best price execution, optimal portfolio construction, and mitigate counterparty risk. He will also discuss specific pre-IPO stocks and emerging technologies that offer unique investment opportunities and highlight trends forming in the pre-IPO to IPO markets.
PROPOSED LUNCH AGENDA
- 11:30 - 12:00pm Check-in & Networking
- 12:00 - 1:00pm Lunch/Presentation/Q&A
Members & Candidates are invited at no charge. Guests at a $25 fee
1 Hour of CE (continuing education) will be automatically posted for members
BIO:
Aaron Dillon, Managing Director, AG Dillon & Company
Pre-IPO stock experience
- General partner and investment advisor to 12 pre-IPO stock venture capital funds with $55 million in assets under management
- Funds available for purchase at Schwab, Fidelity, CNB
Fund management and passive investing experience
- Co-founded KraneShares ETFs/ran day-to-day operations for 40 Act funds
- Head of wealth management division at FTSE Russell Indices and constructed indices for ETFs, direct indexing, and passive SMAs
RIA/IBD servicing experience
- Managed investment product platforms at Morgan Stanley Wealth Management ($500b in assets) and TD Ameritrade ($160b in assets) and ensured compliance with SEC and Finra regulation while understanding and meeting financial advisor needs.
Aaron has a Bachelors in Finance degree from Ohio State
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