Venture Capital, Private Equity, Private Markets, Pre IPO
What you'll learn
- What is the Pre IPO market
- The basics of Venture Capital, Private Equity, and other private markets
- How to invest in private markets
- Analysis, risks, and due diligence
- No requirements, this is a beginner investing course
Students will learn the basics of Venture Capital, Private Equity, and Private Markets investing, including Crowdfunding, SPV investing, direct transfer, and the secondary market. Course is designed for pros and novice alike. Learn the inner workings of an active private markets business, from the perspective of a broker-dealer and SPV fund.
This course is for those interested in Pre IPO Unicorn investing, whether you are an investor, seller, professional, educator, or student. Many companies are delaying public IPOs but are very close, these are known as "Pre IPO" - the official term is Private Equity. When a company reaches $1 Billion in valuation it's called a "Unicorn" although it's not so rare as it was when the term was coined, there are more than 700 Unicorns depending on how you count. Although there has been a surge in demand for this market, there is few or little places to learn about the market itself, which is what we provide in this course. The course is free to accredited investors of LevelX Private Markets.
Students will learn the basics of Pre IPO investing, including key concepts such as price discovery, settlement, regulation, risk, and history. Pre IPO is a sub asset class of Private Equity, and contracts are OTC derivatives. Similar to Foreign Exchange markets, Pre IPO is unregulated but the greater majority of participants are large regulated institutions. This course is designed for the expert Wall St. registered rep as well as the novice accredited investor. Disruption continues to come from this sector, even though large public companies have substantially more resources - so Pre IPO remains a disruptive asset class.
Who this course is for:
- Anyone interested in private markets whether you are an investor, or are interested in a career path in the field, or you want to learn for educational purposes.
Series 3, 30, 34, 7, 63, Life and Health Insurance, Notary - Joseph Gelet Sr. was an algorithmic asset manager for 20 years in the Foreign Exchange markets, and was an NFA Member since 2005 as CTA. He holds licenses Series 7, 3, 30, 34 & 63 as well as Life & Health Insurance South Carolina and is a Notary Public TN. He is the author of 3 books, Splitting Pennies, Splitting Bits; and 1 textbook commissioned by NOVA University Splitting Markets. Skills include systems design, architecture, and administration with a focus on Financial Technology. Currently he is the Director of Private Markets for COVA Capital Partners LLC, a registered broker-dealer.