Follow Invested at Work wherever you listen to or watch podcasts:
This is Invested at Work. Listen in.
Building an Investor Mindset: Strategic IPO Prep With Carta CFO Charly Kevers
Learn about the human side of IPO preparedness and why the concept of having an “IPO mindset” is a myth. This week on Invested at Work, Host Rodney Bolden speaks with Charly Kevers, the CFO of Carta, the financial infrastructure platform for private capital, about navigating private and public liquidity events, creating an investor culture and the role of transparency in talent acquisition.
Invested at Work Season 4
Episode 4: Building an Investor Mindset: Strategic IPO Prep With Carta CFO Charly Kevers
Charly Kevers, CFO of Carta, joins host Rodney Bolden to share how companies can prepare for the human side of liquidity events by thinking like investors. They discuss the role of private liquidity events in IPO preparedness, trends in talent acquisition and why equity-holding employees should embrace not just ownership but an investor mindset.
More Episodes
Invested at Work Season Three
Invested at Work Season Three
/extrawide_3x1_254_hero.jpeg/_jcr_content/renditions/square_1x1-invested-at-work-hero.png){kind=spacer}
Disclosures
This material is for informational and educational purposes only. It is not individually tailored investment, legal or tax advice; a recommendation to buy, sell, hold or transact in any security or strategy; or an offer or solicitation.
The guest speaker is not an employee of or affiliated with Morgan Stanley Smith Barney LLC (“Morgan Stanley”). The speaker’s opinions are solely their own and do not necessarily reflect Morgan Stanley’s views. Morgan Stanley does not represent that the speaker’s information is accurate or complete, and the speaker received no compensation.
References to Carta or any other company, product or service are informational only and are not an endorsement, recommendation or sponsorship by Morgan Stanley. Morgan Stanley is not responsible for third-party products, services, content or information.
Discussions of IPOs, liquidity events, M&A, equity compensation, stock options, RSUs, 409A valuations and related topics are general. Availability and consequences vary by company facts, plan documents, terms and law. Liquidity events are not guaranteed, and timing, valuation, tax treatment and outcomes are uncertain.
Private company securities are often illiquid, subject to transfer restrictions and difficult or impossible to value or sell. Equity compensation involves risk and may not result in value. Vesting, exercise, expiration, forfeiture, dilution and tax rules may materially affect value. Investing involves risk, including possible loss of principal. Past results do not guarantee future results.
Output from Artificial Intelligence-(AI) supported tools may contain inaccuracies, omissions, or bias and should be independently reviewed and verified before use.
Morgan Stanley and its affiliates do not provide legal, accounting or tax advice. Tax considerations depend on individual circumstances. Consult your legal, accounting and tax advisors.
Morgan Stanley at Work and Shareworks services are provided by Morgan Stanley Smith Barney LLC, Member SIPC. Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC and MSSB.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC# 5968915 (10/2026)