Experience the resurgence of IPOs with companies venturing into the public market, a thrilling yet intricate phase, especially concerning equity plans. Join our expert panel as they guide you through the IPO journey, addressing crucial considerations impacting your equity programs. From engaging a transfer agent to crafting new equity programs and navigating early release lockups, gain insights into the intricacies of this transformative process. Acquire the knowledge to seamlessly transition your equity plan for a successful IPO celebration.

KEY LEARNING POINTS:

  • Understand the importance of involving a transfer agent in the IPO process and the role they play in managing equity transitions
  • Explore considerations and strategies for creating effective and tailored equity programs during the transition to the public market
  • Learn key insights into managing early release lockups and their impact on equity plans post-IPO

 

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

*CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

Speaker/Author

Emily Cervino, FGE, Fidelity
Elizabeth Roseman, Corebridge Financial
Amanda Benincasa, Aon
Nyron Persaud, Cooley

Event date
Wednesday, 10 Apr 2024, 16:25 - 17:15
Country
Breakout series
Location
Germantown 2