Live webinar: Preparing Clients for a Major IPO, Tuesday, November 10, 3pm ET / 12pm PT, with Trayecto and Augment.

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Join us Tuesday, November 10 at 3:00 PM ET / 12:00 PM PT

A live session for financial advisors with Russell Kroeger of Trayecto and Adam Crawley of Augment. Adam opens with how large IPOs and the secondary market work from the institutional side: timelines, quiet periods, lock-ups and the different routes to liquidity. Russell follows with a planning playbook for clients going through an IPO, walking a fictional household through the tax, timing and sale decisions in Trayecto.

For advisors with clients at AI labs and other late-stage companies heading toward an IPO.

Educational only. Not investment, tax or legal advice.

Speakers

Adam Crawley

Adam Crawley 

Augment

Co-Founder and President of Augment. He has spent two decades in private and public markets, including running institutional trading at SharesPost.

Russell Kroeger

Russell Kroeger, CFP®

Trayecto

Founder/CEO of Trayecto with several hundred tax returns under his belt. He's helped clients navigate over $800m in exits.

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Trayecto, 2026