OptionTrax’s Post

It can be very difficult to find educational information on equity compensation in private companies, so if you have an interest in this area, make sure you attend this webinar lead by our own Elena Thomas! #OptionTrax #NASPP #PrivateCompanies #EquityCompensation #Stockoptions #stockoptionplanadministration #CEO #EquityReporting #NASPPwebinar

🔍 Dive deep into best practices around equity management for private companies with us on September 18th at the NASPP educational webinar! Elena Thomas, MBA, CEP will be leading the session on “Lifecycle Management and Reporting of Private Company Equity.” Don’t miss out on the chance to learn from our equity management experts on everything from new issuances to audit reporting. More details on our co-presenter coming soon! #NASPP #EquityManagement #Webinar

Futaleufu Partners was honored to speak at the IESE Business School CEO conference, and review the inside story on "The Manager’s Handbook" and its impact on search fund returns. #FutaleufuPartners #IESEBusinessSchool #CEOConference #SearchFunds #TheManagersHandbook

Morning all! I hope you're all having a fantastic week so far 😁 Quick question, are you proud of the work you do/ the company you work with? I stopped to think about this recently after watching various clips of client feedback from one of our events. It's rewarding to hear positive feedback like in this clip, showing our work has a positive impact on people's lives and that our hard work is appreciated. Take a look here to hear what one of our valued clients has to say. #UKproperty #Investmentproperty #Buytolet #Rentalincome #Property

Teammates from the Meeder Advisor Consulting team greeted Paul Regard, Executive VP & CEO, PFS Investments (second from right), at the Primerica Convention in Atlanta this week. Meeder discussed tactical and tax-managed portfolios available to PFS advisors. Learn more here https://bit.ly/3XY8xrS Download the Guide: https://bit.ly/3zNjxy5 #primericaconvention #drivewithmeeder #tacticalinvesting

Schulte’s Private Capital Forum 2024 is here! Today’s speakers will share their perspectives on the industry and discuss the expanding role of private capital. #SchultePCF

🎉 Exciting Announcement: Academy - Euronext Group partners with Board Owl to Upskill Board Members on Capital Markets Trends! 🦉📈 In today’s fast-evolving capital markets landscape, staying informed and ahead of trends is more critical than ever for effective corporate governance. That’s why we’re thrilled to announce our partnership with Board Owl. By combining forces, we will commit to equip board members with critical insights into capital markets, corporate governance, and the evolving role of artificial intelligence in financial decision-making. This collaboration underscores our shared commitment to empowering decision-makers, ensuring that they are prepared to lead in this dynamic environment.  With Academy Euronext’s extensive expertise in capital markets and Board Owl’s focus on board governance, we are providing a unique opportunity to enhance board effectiveness and corporate strategy. Stay tuned for updates on our upcoming courses that will help your company thrive! 🚀   #BoardOwl #AcademyEuronext #CapitalMarkets #BoardMembers #Governance #Upskilling #CorporateLeadership #Partnership

ACG Middle Market Growth recently spoke with Stephanie Geveda, founder and managing partner of Coalesce Capital, about her firm’s inaugural investment in Stout client Examinetics, how she sees the recap trend developing, and what makes her firm unique. Read the full interview: https://bit.ly/3WvcZw1 #StoutInvestmentBanking Association for Corporate Growth (ACG)

🚀 TEA's AGM Odyssey is in full swing! 🚀 Our Founder and CEO, Sheryl Cuisia, is on an exhilarating journey towards her dream of owning shares in every UK-listed company and attending AGMs daily. 📈 Sheryl has already acquired shares in over 700 UK-listed companies and received Letters of Representation (LORs) for 138 firms. She's been busy dashing across the city to attend as many AGMs as possible, particularly since most are still in-person! But why does this matter? AGMs are pivotal for investor engagement. They offer a direct channel to company executives, providing unique insights into company operations and strategies. For individual investors, AGMs are essential for understanding a company deeply, posing questions, and voicing concerns. At TEA, we champion inclusive investor engagement. Our mission is to empower both companies and investors to maximise the potential of AGMs. Sheryl is collecting invaluable insights from every AGM she attends and actively engaging with companies ahead of their meetings to understand their approaches to investor relations. Our AGM odyssey has only just begun! Sheryl continues her mission today, with over 26 AGMs taking place, including: •ACCESSO TECHNOLOGY GROUP PLC (ACSO) •CAPITA PLC (CPI) •Centamin PLC (CEY) •Coca-Cola HBC AG (CCH) •Dowlais Group plc (DWL) •Epwin Group Plc (EPWN) •Equals Group plc (EQLS) •Fintel Plc (FNTL) •Forterra plc (FORT) •FRESNILLO PLC (FRES) Dive into Sheryl's initial insights on the essentials for registering and effectively participating in AGMs and stay tuned as we take you along on this journey! 🌟 🔗 https://shorturl.at/laqtd #AGM #InvestorEngagement #TEA #Finance #Investing #AGMRevolution #JoinTheMovement #genz #genzfinance #millennial #UKInvestors #Finance #finlit #londoncity #unitedkingdom #moneymindset #wealthmindset #FinancialEducation

🚀 TEA's AGM Odyssey is in full swing! 🚀 Our Founder and CEO, Sheryl Cuisia, is on an exhilarating journey to own shares in every UK-listed company and attend AGMs daily. 📈 Sheryl has already acquired shares in over 700 UK-listed companies and received Letters of Representation (LORs) for 138 firms. She's been busy dashing across the city to attend as many AGMs as possible, particularly since most are still in-person! But why does this matter? AGMs are pivotal for investor engagement. They offer a direct channel to company executives, providing unique insights into company operations and strategies. For individual investors, AGMs are essential for understanding a company deeply, posing questions, and voicing concerns. At TEA, we champion inclusive investor engagement. Our mission is to empower both companies and investors to maximise the potential of AGMs. Sheryl is collecting invaluable insights from every AGM she attends and actively engaging with companies ahead of their meetings to understand their approaches to investor relations. Our AGM odyssey has only just begun! Sheryl continues her mission today, with over 26 AGMs taking place, including: •Accesso Technology Group plc (ACSO) •Capita plc (CPI) •Centamin plc (CEY) •Coca-Cola HBC AG (CCH) •Dowlais Group plc (DWL) •Epwin Group plc (EPWN) •Equals Group plc (EQLS) •Fintel Plc (FNTL) •Forterra plc (FORT) •Fresnillo (FRES) Dive into Sheryl's initial insights on the essentials for registering and effectively participating in AGMs and stay tuned as we take you along on this journey! 🌟 🔗 https://shorturl.at/laqtd #AGM #InvestorEngagement #TEA #Finance #Investing #AGMRevolution #JoinTheMovement #genz #genzfinance #millennial #UKInvestors #Finance #finlit #londoncity #unitedkingdom #moneymindset #wealthmindset #FinancialEducation