Description
Concentrated Equity, Clarified. A candid conversation for SpaceX shareholders, pre-IPO employees, and holders of concentrated single-stock positions
W H A T W E ' L L C O V E R
01 Tax strategies for equity holders
02 Liquidity during lock-up
03 Exchange funds
04 Opportunity zones
05 Options to protect a position 06 Direct indexing & diversification
Date and Time
Mon, Aug 03, 2026
1:00p - 2:03p PST