Compass Strategic Advisors

Excited to share that (In)Vested by Carine Schneider, FGE is now available on Amazon — in both paperback and Kindle format. The hardcover edition will be available to order on April 10, and the book is distributed in 20 countries.

Order your book here: https://zurl.co/dYUHG

If you care about employee ownership, stock plans, and the broader impact they have had on workers and companies around the globe, this is a must-read.

As the year comes to a close, we’re feeling grateful at Compass Strategic Partners.

This year took us across continents—meeting partners, investors, team members, and clients face-to-face—and reminded us that the best work starts with real conversations and shared stories. And for some of our clients and partners around the world, the new year has already begun.

We’re proud of what our clients accomplished, and we’re energized by what’s ahead. Here’s to continuing these conversations and supporting our clients and partners in their continued growth in the new year.

Happy New Year! 🥂

Carine and Paul

🌍 Private markets are entering a new era.
Broader access, innovative liquidity solutions, and accelerated innovation are reshaping how capital moves through a $16 trillion ecosystem. Compass Strategic Advisors is proud to have contributed to this research report, helping institutions and investors navigate the challenges and seize the opportunities of this pivotal moment in private markets.

From tokenization and secondary trading platforms to democratized investment access, the lines between public and private markets are fading faster than ever. This shift isn't just about growth—it's about building a more dynamic, inclusive, and efficient marketplace for both investors and innovators.

📘 The new Institute report: Access, Innovation and New Pathways to Progress: Private Markets

🔗 Link the the Citi Institute Report: https://zurl.co/0GEuY

Strategic Advisors will be attending the Conference this year, and we would love to meet with you in person. Whether you’re looking to exchange ideas, explore partnership opportunities, introduce some of our clients, or say hello, let’s make it happen!

📍 NASPP Conference – Las Vegas
📅 October 21-23

💡 To make sure we don’t miss each other, you can scan the QR code below to book a meeting in advance.

I'm really looking forward to insightful conversations and new connections. See you in Vegas! 🌟