HOW PRIVATE INVESTORS CAN INVEST IN PRE-IPO COMPANIES

MAINTM Webinar Series

HOW PRIVATE INVESTORS CAN INVEST IN PRE-IPO COMPANIES

October 18, 2016

Webinar Overview

Moderator:

Meg Zwick SVP, Director of Alternative

Custody Services

Presenter:

Kaylock Yam Distribution Lead

Millennium Trust Company and EquityZen are not affiliated.

Millennium Trust does not endorse any platform or investment, including platforms and investments accessible through MAIN. Millennium Trust performs the duties of a custodian and, as such, does not provide any investment, tax or legal advice, or perform any due diligence on behalf of account holders or any third party.

How Private Investors Can Invest in Pre-IPO Companies

Agenda

? Public vs. private markets ? Institutional private investing experience ? Democratizing pre-IPO investment access via technology

o Research and monitor potential investments o Secure and transparent transaction structures

October 2016

CONFIDENTIAL

4

Public vs. private markets

Investment returns are increasingly generated in

the private market.

October 2016

CONFIDENTIAL

5

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