An Authoritative Guide to Equity Compensation

The markets never cease to keep us on our toes – the current environment is no exception. Inflation, rising interest rates, market volatility, have all increased the cost of capital and narrowed exit paths for private, growing technology companies. The public and private markets are interdependent, so it stings when the public market is down and helps when the public market is up. However, there are also opportunities in this environment and history relates that private equity has generated some of its best performing vintages during downturns – see the dot com crash and the 2008 financial crisis. So, if the historical data proves that putting money to work during market downturns produces higher returns, what exactly should we be zoning in on?

Think of this Linqto Learn as an authoritative guide to investing in the private markets. Who is the authority? We’re sitting down with Joe Wallin. Joe’s been helping early-stage companies and investors as a lawyer since the 1990s. His practice focuses on early stage and growth companies and represents them from inception to exit. When it comes to navigating equity compensation and its inherent tax implications, Joe is the man. He recently co-authored a book ‘the Holloway Guide to Equity Compensation and Angel Investing: start to Finish’ and has another on the way.

We’ll learn how investing can be fun, financially rewarding and socially impactful, we’ll also learn about how it can also easily be a costly endeavour in terms of money, time and missed opportunities. We will talk about how to navigate the investment process to maximise your chances of success and manage downside risks as an investor. We’ll discuss successes and failures, how to evaluate deals and how to keep perspective in turbulent times.

Speaker:

Joe Wallin, Chair of Public Policy Advisory Council, Angel Capital Association

Joe has been helping early-stage companies, and investors in early-stage companies, since the late 1990s. He has actively participated in public policy, trying to make the world a better place for entrepreneurs and angel investors. He is the current Chair of the Angel Capital Association’s Public Policy Advisory Council. He has been published in several places, including the Wall Street Journal. He is the co-author of the Holloway Guide to Equity Compensation and Angel Investing: Start to Finish, also published by Holloway.