What’s the most important asset a company has? Its people, according to Pete Stavros, Co-Head of Global Private Equity at KKR and Founder of Ownership Works.

Pete knows that helping companies reach their full potential starts with an engaged workforce, and an ownership culture can be a big driver of that. In this candid conversation with host Rodney Bolden, Pete shares stories of how his father’s career as a construction worker impacts his own work today and his focus on building a better model of employee ownership.

Visit MorganStanley.com/atwork for more insights on workplace financial benefits.

Visit OwnershipWorks.org to learn more about Pete’s nonprofit work with Ownership Works.

Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our engineer is Alejandro Ramirez and our writer is Dan Pelberg.

Not all products and services are available in all jurisdictions.

This material has been prepared for educational purposes only. The examples presented are provided for illustrative purposes only.

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

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.

KKR and Ownership Works are not affiliated with Morgan Stanley and this material should not be treated as an endorsement of their products and services.

© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

In part two of our Equity Story Hour series, recorded live at our annual Thrive Conference, equity plan managers share the real stories that have shaped their approach to managing equity compensation programs. Listen in for best practices that you can use in your own organization to help support your employees—inside and outside of work.

Visit MorganStanley.com/atwork for more insights on workplace financial benefits.

Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our engineer is Alejandro Ramirez and our writer is Dan Pelberg.

Not all products and services are available in all jurisdictions.

This material has been prepared for educational purposes only.

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

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.

© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

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When employees realize the value of their equity compensation, it can be life-changing—for both themselves and their families.

On this special episode of Invested at Work, recorded live at this year’s Thrive Conference, you’ll hear inspiring stories from several equity plan managers of how they were able to help employees use their company stock to fund their financial goals, including some employees who didn’t know they had these awards in the first place.

Visit MorganStanley.com/atwork for more insights on workplace financial benefits.

Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce and TJ Bonaventura. Our engineer is Alejandro Ramirez and our writer is Dan Pelberg.

Not all products and services are available in all jurisdictions.

This material has been prepared for educational purposes only.

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

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.

© 2024 Morgan Stanley Smith Barney LLC. Member SIPC.

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