With more than two decades of experience helping lead private companies to exits, Teri McFadden of Norwest Venture Partners has her pulse on the latest private market trends.

Teri sits down with our host Rodney Bolden, Executive Director, Head of Industry Engagement and Learning for Morgan Stanley at Work, to help paint a picture of the current landscape and how employers can effectively manage their staff along the path to liquidity, including some creative levers they can pull to navigate extended exit horizons, what they might be overlooking when preparing for an IPO and more.

Visit MorganStanley.com/atwork for more insights on workplace financial benefits.

Visit NVP.com to check out Teri’s work at Norwest Venture Partners.

Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce and TJ Bonaventura. Our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.

Not all products and services are available in all jurisdictions.

This material has been prepared for educational purposes only.

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

CRC 3599800 07/2024

We’re back with Season 2!

We learned so much from our Morgan Stanley at Work team on the first season of our podcast, and now, we’re excited to bring outside experts to help deepen our understanding of the employee benefits landscape.

This season, I’ll be joined by HR experts and corporate executives to dive deeper into trending industry topics, like the role of technology in the workplace and how equity compensation can create major positive changes in the lives of your employees.

So, tune in to Season 2 of the Morgan Stanley at Work Invested at Work podcast because together, we’re building a better workplace for everyone.

From the importance of DEI to the perceived value of equity compensation and everything in between, our Invested at Work guests have provided so many insights into the workplace benefits landscape. The one constant of these conversations has been our host, Executive Director, Head of Industry Engagement and Learning at Morgan Stanley at Work, Rodney Bolden. For our final episode of the year, Rodney takes a look back at some of the most important themes and conversations of 2023 and the key learning points that you can take with you for the year to come.

Visit MorganStanley.com/atwork for more insights on workplace financial benefits.

Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.

Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

Whether they’re maintaining a budget, saving for retirement or preparing for major life events, you want your employees to feel supported in order to succeed. Personalized financial education programs can do just that. Jon Stinson, Executive Director, Morgan Stanley at Work Participant Experience Center of Excellence, explains how to provide your employees with targeted support in the moments that matter to them.

Visit MorganStanley.com/atwork for more insights on workplace financial benefits.

Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.

Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

Stephanie Glashow, Chief Marketing Officer of Morgan Stanley at Work, has spent countless hours over her career supporting employees through the open enrollment process. Now, she gives us her most important takeaways on how to effectively communicate with your workforce so they can feel confident when making benefits decisions. Together, we explore strategies for clear communication before, during and after open enrollment that can help employees feel more supported.

Visit MorganStanley.com/atwork for more insights on workplace financial benefits.

Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.

Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

A merger, acquisition or spinoff can be an exciting prospect for a growing business. But between new team members, policy updates, and benefits changes, it can also feel daunting to the employees affected by this major change. Kate Winget, Morgan Stanley at Work Chief Revenue Officer, offers her keys to success for getting employees to embrace change and adapt to your company’s next phase.

Visit MorganStanley.com/atwork for more insights on workplace financial benefits.

Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.

Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

Private companies are choosing to stay private for longer. According to Kevin Swan, Head of Private Market Ecosystem for Morgan Stanley at Work, if an IPO isn’t on the horizon, employers need to create more liquidity options for their employees. One of the best ways to do this is through a private market liquidity event. Hear Kevin’s tips for leading employees through this process: from demonstrating transaction readiness through optionality, to communicating the benefits along the way and more.

Visit MorganStanley.com/atwork for more insights on workplace financial benefits.

Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.

Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

Did you know that for the first time ever, there are five generations of employees in the workforce? This range of demographics means your employees may have vastly different views on retirement. Managing Director for Morgan Stanley at Work, Tom Conlon explains how to address the multigenerational retirement needs of your employees, plus, how SECURE 2.0 may affect their retirement planning.

Visit MorganStanley.com/atwork for more insights on workplace financial benefits.

Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.

Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.