『Invested at Work』のカバーアート

Invested at Work

Invested at Work

著者： Morgan Stanley at Work
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How can companies help make a positive difference in the lives of their employees? We explore best practices and lessons learned when it comes to workplace financial benefits.

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  • Whimsy in the Workplace: How eBay Gamified Equity and Compliance Training

    Whimsy in the Workplace: How eBay Gamified Equity and Compliance Training
    2026/09/14

    How can global enterprises transform complex compliance and equity education into high-impact employee engagement?

    Discover the innovative playbook Rachel Ulep uses to reach 12,000 eBay employees.

    In this episode of Invested at Work, host Rodney Bolden sits down with Rachel Ulep, Director of Global Stock and Equity Programs at eBay, live at Morgan Stanley’s annual Thrive conference. Rachel discusses her team’s recent injection of creativity and whimsy into employee education—from compliance training to equity compensation sessions. Leaning into eBay’s love of collectibles, they designed trading cards as an employee education tool; they also developed employee-facing AI agents and gamified elements of live stock information sessions for the company’s 12,000 global employees. All to make education more effective and accessible and reach a 70% ESPP enrollment rate.

    Listen for Rachel’s employee-centered approach, and the difference equity compensation education can make in employees’ lives.

    Rachel Ulep has led eBay’s global stock and equity programs since 2018. Before joining eBay, Rachel administered stock plans at TIBCO and multinationals including Accenture and AOL Time Warner. She’s dedicated her entire career to effective stock plan administration and is passionate about employee-centric approaches.

    Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce, and our associate producer is Ive Jones. Our production partner is Sequel Media Inc.


    Disclosures:

    This material has been prepared for educational purposes only. The guest speakers are neither employees of nor affiliated with Morgan Stanley Smith Barney LLC, otherwise known as Morgan

    Stanley. The opinions expressed by our external guests are solely their own and do not

    represent the views of Morgan Stanley. Please see our show notes for a full disclaimer on the

    information provided.


    © 2026 Morgan Stanley Smith Barney LLC. Member SIPC.

    CRC# 5758345 07/2026
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    23 分
  • Invested at Work: Off the Cuff With Atish Davda

    Invested at Work: Off the Cuff With Atish Davda
    2026/08/31
    Is it harder to manage an employee who has no equity or someone who's a millionaire on paper? Atish Davda, Head of Private Markets and EquityZen, reveals his takes on tough leadership questions—including navigating equity compensation, his most difficult people decisions and the most memorable thing someone has done with their liquidity from selling their private stock shares on EquityZen. This is Invested at Work: Off the Cuff, rapid-fire questions and candid answers to meet the leader behind the title.To hear the full story of how Atish is enabling private companies and employees to sell stocks pre-IPO, and the impacts on risk and retention, check out his full interview with host Rodney Bolden, available right now in your feed.For more conversations on the future of workplace financial benefits, make sure to follow or subscribe to Invested at Work. Share this episode with a colleague, and visit us at morganstanley.com/atwork to unlock the power of your organization's benefits.Visit EquityZen for curated private market investment opportunities, data, and expert insights. Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce, and our associate producer is Ive Jones. Our production partner is Sequel Media Inc. #investedatworkpodcast #employeebenefits #workplacebenefits #sharemorganstanley Disclosures:This material is for educational and informational purposes only and is not an offer, solicitation or recommendation to buy or sell any security, financial instrument, product or service.Podcast participants’ views are their own and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, Morgan Stanley at Work or their affiliates. Morgan Stanley employees participating are not acting as financial, tax, legal or fiduciary advisors to any listener or other person.References to EquityZen, private company secondary markets, approved liquidity pathways, private company stock transactions and related parties are illustrative only, not an endorsement, recommendation, solicitation or validation by Morgan Stanley of any company, platform, transaction structure, investment strategy or service provider. Morgan Stanley does not guarantee any third-party obligations, services, products, platforms, processes or performance. Trademarks and brand references belong to their owners.Morgan Stanley Smith Barney LLC is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the web site. Morgan Stanley is not responsible for the information contained on the third party web site or the use of or inability to use such site. Nor do we guarantee their accuracy and completeness. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Consult appropriate tax, legal, accounting, benefits, securities and compliance advisors.Holders of private company stock should review applicable plan documents, agreements, company policies, transfer restrictions and governing documents before any sale, pledge, transfer or other transaction. Related discussion is general and does not replace controlling official documents.Discussion of equity compensation, private company shares, liquidity events, vesting, taxation, withholding, transferability, employee benefits, HR practices or company stock is not tax, legal, accounting, investment or financial planning advice. Companies should evaluate objectives, plan design, budget and legal, fiduciary and compliance obligations before changing related programs.Investing involves risk, including possible loss of principal. Company stock and equity compensation values can fluctuate. Private company securities involve additional risks, including limited liquidity and information, valuation uncertainty, transfer restrictions, lack of a public market and concentration risk, and may not be suitable for all investors.Survey findings are informational and subject to limitations. Past performance is not a guarantee of future results. Statements about market trends, private market activity, IPOs, M&A, liquidity events, growth or employee financial outcomes are general observations only and not predictions, guarantees or investment recommendations. Anecdotal examples are illustrative only, not representative of all outcomes and not a recommendation to sell, hold, exercise or transfer equity awards or company stock. Individual experiences will vary.Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, or its affiliates. ©2026 Morgan Stanley Smith Barney LLC. Member SIPC. CRC# 5796651 08/2026
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    3 分
  • How EquityZen Is Breaking Open Private Markets With Co-Founder Atish Davda

    How EquityZen Is Breaking Open Private Markets With Co-Founder Atish Davda
    2026/08/17
    What happens to employees at private companies when years, or even decades, pass before a liquidity event? Atish Davda, Head of Private Markets and EquityZen, has created a pathway for private market sales to help employers lower risk, boost employee retention and ultimately get the most out of pre-IPO life.In this episode of Invested at Work, Atish and host Rodney Bolden delve into the tension employees face when waiting for a liquidity event while their own financial needs can’t wait—whether that’s purchasing a home, sending kids to college or, in Atish’s case, buying an engagement ring. They discuss employer-backed solutions, plus the mistakes Atish made while scaling EquityZen, including the rollout of critical employer-sponsored savings programs.Atish Davda co-founded EquityZen in 2013 and was also the company’s first engineer. As CEO, Atish has since grown the marketplace for pre-IPO stocks to nearly one million subscribers, making private stocks available to the public. Visit EquityZen for curated private market investment opportunities, data, and expert insights.Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce, and our associate producer is Ive Jones. Our production partner is Sequel Media Inc. #investedatworkpodcast #employeebenefits #workplacebenefits #sharemorganstanley This material is for educational and informational purposes only and is not an offer, solicitation or recommendation to buy or sell any security, financial instrument, product or service.Podcast participants’ views are their own and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, Morgan Stanley at Work or their affiliates. Morgan Stanley employees participating are not acting as financial, tax, legal or fiduciary advisors to any listener or other person.References to EquityZen, private company secondary markets, approved liquidity pathways, private company stock transactions and related parties are illustrative only, not an endorsement, recommendation, solicitation or validation by Morgan Stanley of any company, platform, transaction structure, investment strategy or service provider. Morgan Stanley does not guarantee any third-party obligations, services, products, platforms, processes or performance. Trademarks and brand references belong to their owners.Morgan Stanley Smith Barney LLC is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the web site. Morgan Stanley is not responsible for the information contained on the third party web site or the use of or inability to use such site. Nor do we guarantee their accuracy and completeness. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Consult appropriate tax, legal, accounting, benefits, securities and compliance advisors.Holders of private company stock should review applicable plan documents, agreements, company policies, transfer restrictions and governing documents before any sale, pledge, transfer or other transaction. Related discussion is general and does not replace controlling official documents.Discussion of equity compensation, private company shares, liquidity events, vesting, taxation, withholding, transferability, employee benefits, HR practices or company stock is not tax, legal, accounting, investment or financial planning advice. Companies should evaluate objectives, plan design, budget and legal, fiduciary and compliance obligations before changing related programs.Investing involves risk, including possible loss of principal. Company stock and equity compensation values can fluctuate. Private company securities involve additional risks, including limited liquidity and information, valuation uncertainty, transfer restrictions, lack of a public market and concentration risk, and may not be suitable for all investors.Survey findings are informational and subject to limitations. Past performance is not a guarantee of future results. Statements about market trends, private market activity, IPOs, M&A, liquidity events, growth or employee financial outcomes are general observations only and not predictions, guarantees or investment recommendations. Anecdotal examples are illustrative only, not representative of all outcomes and not a recommendation to sell, hold, exercise or transfer equity awards or company stock. Individual experiences will vary.Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, or its affiliates. ©2026 Morgan Stanley Smith Barney LLC. Member SIPC. CRC# 5796651 08/2026
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    22 分
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