May 30, 2025
In this episode of The Liquidity Event, hosts Shane Mason (reporting from Ireland! ) and AJ Ayers discuss the showdown between President Trump and Harvard and some of the current cash challenges felt by universities, even those with massive endowments.
They also talk through the IPO market ecosystem and which factors...
May 23, 2025
In this episode of The Liquidity Event, AJ Ayers hosts two Chief Investment Officers, Peter Lazaroff CFA, CFP® from Plancorp and Rubin Miller CFA from Peltoma Capital Partners, for a chat on cash management strategies, investment philosophies, and calling BS on industry trends.
Key Timestamps:
(0:00) Introductions...
May 20, 2025
Welcome to Episode 146 of The Liquidity Event!
This week AJ and Shane talk FinTech corporate espionage and then focus on the proposed GOP tax plan.
To wrap things up, they address a listener's concern about preparing for a "coming economic storm," offering insights on why fear-based financial decisions are rarely the...
May 9, 2025
Welcome to Episode 145 of The Liquidity Event! This week, AJ and Shane tackle some big topics: Are individual investors smarter than the "smart money" hedge funds? Why are CEOs really heading for the exits at record rates (and what's the deal with that vasectomy shirt story)? Plus, we unravel the frustrating Catch-22 of...
May 2, 2025
Hear your host, AJ Ayers, share her expertise on
equity compensation as a special guest on Peter Lazaroff’s podcast,
The Long-Term Investor!
In this focused conversation, AJ shares insights on critical year-end tax planning, developing multiyear strategies for stock options and RSUs, managing risk, preserving gains,...