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Expanding the ecosystem: How to get institutional investors invested in you

Hear from institutional investors about their growing interest in private markets. They’ll share their thoughts on what makes a good investment and how to get their attention.


Jeremy Abelson | Founder & Portfolio Manager, Irving Investors

Jeremy is the Founder and Portfolio Manager of Irving Investors, which he started in 2009 after two successful exits in the tech space. He runs Irving as a crossover fund with a predominantly long-only public equities strategy and an active late-stage venture portfolio. Jeremy leverages the Irving infrastructure to provide flexible capital and regularly invests in primary equity, secondary equity, company tenders, structured deals, converts, derivatives and a variety of credit instruments. Jeremy seeks to build meaningful company relationships. He looks at his investments as partnerships and has taken board seats with two of Irving’s portfolio companies. Jeremy is originally from San Mateo, CA and graduated from The University of Michigan. He now lives in Denver with his wife Mia and four kids.

Sara Araghi | Director, Franklin Venture Partners

Sara Araghi is a director of Franklin Venture Partners, the firm’s specialized investment team that invests in private opportunities, focusing on mid- and late-stage companies it believes are poised for transformative impacts across multiple industries. In addition Ms. Araghi is a vice president, research analyst and portfolio manager for Franklin Equity Group. She specializes in the equity research and analysis of the softline and specialty retail industries and serves as Consumer Sector team leader. She is a portfolio manager on the Franklin Growth Opportunities Fund and FTIF Franklin U.S. Opportunities Fund (SICAV), as well as related portfolios. Ms. Araghi earned her B.S. in business administration and graduated with honors from the University of California, Berkeley. She is a Chartered Financial Analyst (CFA) Charterholder and member of the CFA Society of San Francisco and CFA Institute. Ms. Araghi was recognized by the San Francisco Business Times as one of the Most Influential Women in Bay Area Business for 2021.

Alan Tu | Portfolio Manager, Global Technology Strategy, T. Rowe Price

Alan Tu is a portfolio manager for the Global Technology Strategy at T. Rowe Price. The fund invests in private and public companies across the technology landscape, with key areas of focusing including enterprise software, consumer internet, semiconductors, and fintech. Prior to joining T. Rowe Price, Alan received his MBA from the University of Chicago Booth and his undergraduate degree from the University of California, Berkeley. Alan is a Northern California native and enjoys being with nature and pickle ball.

Lucy Wang | Managing Director, Equity Capital Markets, J.P. Morgan

Lucy Wang is an Managing Director in the Technology Equity Capital Markets (ECM) group based in San Francisco. Lucy provides equity capital raising advisory services for global Tech clients accessing the U.S. market. She has led more than 150 Technology IPOs and follow-ons in the 15 years at J.P. Morgan representing $100bn raised. In her current role, she is responsible for the origination and execution of IPOs and follow-on offerings for companies in all verticals within Technology and has a focus in Enterprise Software, having led 45 Software IPOs in the last 6 years. Lucy began her career at J.P. Morgan in 2007 in Technology Investment Banking Group. Lucy received her Bachelor of Science degree in Business Administration and Bachelor of Art in International Relations from the University of Southern California.