Expanding Retail Access to Private Markets slide image

Expanding Retail Access to Private Markets

Expanding Retail Investor Access to Private Markets The SEC's Focus on Retail Investor Access to Private Companies "When retail investors participate in our markets, how broad a spectrum of investments do they have? I think that spectrum has been getting relatively smaller. Because we have fewer public companies, companies are waiting much longer in their life cycle to go public, which by definition means that retail investors have less access to the market as a whole. And I fear, less access to companies that are well-established, but still growing." - Jay Clayton, Chairman of the SEC Billions $500 $400 $300 $200 $100 $0 Number and Total Value of Private U.S. Startup Companies Valued at $1B or More 2013 |||| H 2016 2014 2015 2017 Apr-18 Total Value of US Startup Companies Valued at $1B or More Number of Private U.S. Startup Companies Valued at $1B or More 120 100 80 60 40 20 0 As of April 2018 there were 103 privately held U.S. start-ups with valuations of over $1 billion and a total value of $385 billion Less access to private companies means retail investors are missing out on the opportunity for excess or uncorrelated returns Source: Dow Jones Venture Source and the Wall Street Journal, https://www.wsj.com/graphics/billion-dollar-club/, as of April 2018. 5
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