Kelly Rodriques

Kelly Rodriques appears in Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries as the Forge Global CEO explaining how private-market access is moving from ad hoc transactions toward platform and fund infrastructure. She argues that staying private can remain attractive for founders if employees and investors still get structured liquidity.

Rodriques is the episode’s clearest voice for Regulated SPV Private-Market Access and Retail Private-Market Access. She frames the Charles Schwab relationship as a way to put private-company exposure into regulated products, while also warning that retail investors should look beyond the most famous daily-CNBC names and pay attention to valuation, timing, and access structure.

Connections

• Forge Global and Charles Schwab - platform and distribution context.
• Private-Company Secondaries, Regulated SPV Private-Market Access, and Retail Private-Market Access - main concepts tied to her remarks.
• SpaceX - example of a private company with long-running permissioned liquidity programs.
• Late-Stage Private-Company Valuation Risk and Investment Liquidity Tradeoff - risk frames around private-market products.