The Pre-IPO Blueprint: Navigating the Late-Stage Venture and Growth Equity Boom
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OCT
29
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An Alternative Investment Advisory Council Sponsored Event
The path to public markets has fundamentally shifted. Today, institutional investors are capturing immense value long before an initial public offering ever occurs—particularly in high-stakes sectors like AI infrastructure, defense tech, aerospace, biotech, and advanced sciences. This symposium provides a practical framework for identifying, evaluating, and accessing late-stage private market opportunities.
- Market Forces: Analyze the surge in secondary market liquidity and institutional demand for innovation.
- The Private Playbook: Master the structural differences in valuation, governance, and disclosure between public and private equities.
- Growth Anatomy: Examine how unicorns like Databricks, Anthropic, and Anduril scale rapidly while staying private.
- Risk & Exit Frameworks: Build a rigorous model for evaluating late-stage deals and plotting pathways to liquidity.
Tyler Caldwell | Mr. Caldwell is a Principal on the Venture Capital and Growth Equity team at StepStone Group, where he leads direct and secondary investments in companies driving technological innovation in thematic sectors including AI applications and infrastructure, defense technology and physical AI, energy and compute, and software. Mr. Caldwell also co-leads StepStone's VC/Growth fund investing business line and overseas StepStone's coverage of VC fund managers. Prior to joining StepStone in 2020, Mr. Caldwell was an Analyst at Prototerra Partners, a growth capital investment and buyout firm in Denver, Colorado, and a Senior Insights and Analytics Associate at Prophet, a boutique global management consulting firm. Mr. Caldwell received a BS in Engineering Physics from Biola University and a BS in Civil and Urban Engineering from NYU. Back To Top ^^
Tracy Gallagher | Ms. Gallagher is the Head of Investment Strategy at Allocate, where she leads investment programs and private market solutions. Ms. Gallagher has spent her career specializing in alternative investments, manager selection, and private markets. Prior to her role at Allocate, she was the Head of Alternative Investments and Private Markets at Arta Finance. Her extensive institutional background also includes serving as an investment professional at LGT Capital Partners in New York, where she focused on private equity and venture capital fund investments, as well as holding alternative investment roles at both the University of Washington Endowment and Russell Investments. She holds a degree from the University of Washington. Back To Top ^^
Emma Norchet | With 12+ years of experience doing venture and growth investments, Emma is a partner on the growth equity team at T Rowe Price. She leads investments in companies from Series C to pre-IPO, with cheque sizes from 10-500M and one of the investment committee member for T Rowe Price privates dedicated efforts. She has been leading many investments since joining T Rowe Price in 2024 across fintech, AI/Data infra, Robotics, Aerospace and Defense. Portfolio includes Anduril, Ramp, Revolut, Hadrian (Board Observer), K2 Space, Anthropic, OpenAI, Clickhouse, Databricks and Physical Intelligence amongst others. She was previously at Ontario Teachers Pension Plan doing growth investing, and participated in financings of companies such as Databricks. She holds Bachelors of Law and a Master in Finance from City University of Hong Kong. Back To Top ^^
Andrew Vittetoe | Andrew is part of the Private Equity team focused on technology investments, based in Denver. He has been part of investments in Nozomi, GlobalLogic, Epicor, Idera, Solace and Precisely. Before joining Partners Group in 2019, Andrew spent ~8 years in strategy consulting at AltmanSolon, PwC, and Accenture. He previously served in the US Army as a Cyberwarfare Officer. He continues to serve in this capacity in the US Army Reserves. Andrew holds an MBA from Cornell University, an M.S. in Cybersecurity Engineering from New York University, an M.S. in Strategic Studies from Johns Hopkins, and a dual B.S. in Industrial & Systems Engineering / Computer Science from the University of Florida. Back To Top ^^
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Registration |
We accept all major credit cards.
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Non-Hosted Valet: $25
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund of the event ticket price. No phone cancellations are accepted. Please e-mail info@cfala.org.
Y. Allen Kim, CFA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
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