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August 3, 2025 47 mins

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Join us on Average Joe Finances as our guest Mike Ivany to discuss his diverse background in law, marketing, finance, and investment. Mike Ivany shares his journey from working at Homeland Security to starting a law practice, diving into marketing, and ultimately working in finance and alternative investing. The conversation delves into the dynamics of the AI market, the future of companies like TikTok, SpaceX, and ByteDance, and how AI is reshaping investment strategies.

In this episode:

  • Learn how pre-IPO and private market investing gives accredited investors access to high-growth companies before they go public.
  • Discover why the ongoing AI talent battle reshapes technology investing and creates unique opportunities.
  • Understand the critical role of fees, liquidity constraints, and risk assessment when entering private investments.
  • Explore how platforms like Upmarket democratize alternative assets, lowering barriers for accredited investors.
  • And so much more!


Key Moments:

00:55 Guest Introduction: Mike Ivancie

01:28 Mike Ivancie’s Background and Career Journey

02:42 Transition to Marketing and Finance

03:19 Current Role and Market Trends

05:55 AI and Private Markets Discussion

11:40 Impact of AI on Investing

16:31 Introduction to Upmarket

23:08 Understanding Private Market Investments

23:47 Pre-IPO Investment Checklist

24:21 Accredited Investor Qualifications

27:12 Popular Pre-IPO Companies

29:31 Employee Liquidity in Private Companies

32:35 Final Round: Financial Wisdom

42:39 Final Thoughts and Resources


Find Mike Ivancie

Website: https://www.upmarket.co/ 

LinkedIn: https://www.linkedin.com/in/ivancie/ 


Average Joe Finances®

All of our social media links and more: https://averagejoefinances.com/links

About Mike: https://mikecavaggioni.com

Show Notes add-on continued here: https://averagejoefinances.com/show-notes/


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See our full episode transcripts here: https://podcast.averagejoefinances.com/episodes

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