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American Dreams: Key's to Life's Success

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Secondary Markets: Should you invest?

 Alan Olsen and Nadine Camara discuss secondary markets.  The traditional markets continue to leave investorswith an unsettling feeling of uncertainty, secondary markets seem to be the big buzz in Silicon Valley.


Secondary Markets are looking more attractive because they are a more limited market, fewer shares have been issued vs. after a company’s IPO. And generally speaking buyers feel that the prices will dramatically appreciate after the company IPO.

With all this activity on this new market front, you may think that the SEC would become concerned and enact regulatory laws. Private company transactions and private company securities actually have the same laws as public companies as far as insider trading goes- the however the SEC currently isn’t regulating private companies do to a lack of infrastructure. As private company trading increases most likely we’ll begin to see an increase in regulation from the SEC due to the fact that the return on investment for the secondary markets are looking promising.

About the Guest:

Jon Porter leads Three Bell Capital’s efforts to provide clients with value-based, independent, boutique, private wealth management services; sophisticated, fully-integrated corporate retirement plans; and professional, discreet private placement transactions for both qualified institutional buyers and holders of private company stock seeking liquidity.

Prior to founding Three Bell Capital, Jon was a Director at Registered Independent Advisory firm, Three Bridge Wealth Advisors, which previously operated as The Venture Group at Morgan Stanley Smith Barney’s Sand Hill Road branch. Before that, he spent five years heading the global licensing group at Apple, where he was responsible for developing and executing Apple’s third party licensing strategies worldwide. Prior to Apple, Jon was the Director of Business Development for Lambda Optics, and worked in the Corporate Finance Group of international law firm Morrison & Foerster.

Jon holds a Juris Doctorate, Magna Cum Laude, from the Santa Clara School of Law where he focused on high tech, intellectual property, estate planning, corporate finance, business and tax law. He also holds a B.A., with honors, in Political Science and English from the University of Washington. He is an active member of the California State Bar Association and holds Series 7, 66, and multiple state insurance licenses.

Jon is actively involved with both the University of Washington and the Santa Clara University School of Law, frequently guest lecturing on topics relevant to his role as a private wealth advisor. Jon is also an avid outdoor sporting enthusiast and enjoys golf, SCUBA diving, snowboarding, wakeboarding, mountain biking, and throwing the Frisbee for his relentless Jack Russell Terrier, Bella.

Upcoming Guests 

Nikhil Arora
December 4th, 2013 Co-founder of Back to the Roots

Darrell Claridge
December 11th, 2013 Certified Financial Planner

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