IPO Readiness in 2026: The Market Outlook and How AI Is Rewriting the IPO Timeline

A webinar hosted by Carta & Morgan Stanley

The public markets have entered a new chapter—shaped by AI-driven volatility, shifting investor sentiment, and an evolving private-to-public liquidity landscape. For late-stage companies, the question is no longer just when to go public, but how to build the infrastructure, narrative, and operational readiness to compete in a market where AI is reshaping valuations, due diligence, and investor expectations.

Join leaders from Carta and Morgan Stanley for a candid conversation on what IPO readiness looks like in 2026—and how AI is reshaping every step of the journey.

The panel includes:

Charly Kevers, Chief Financial Officer, Carta
Lisa Shalett, Chief Investment Officer, Morgan Stanley Wealth Management
Rohan Mehra, Head of Global AI Banking, Morgan Stanley

Topics covered:

The New Macro Environment: An inside view into forces driving markets today, what recent IPOs signal about current conditions, and how to navigate AI-driven volatility.
Investor Priorities: What backers look for in a post-AI inflection market.
Operational Velocity: How leadership teams use intelligent systems to accelerate IPO readiness, regardless of timeline.

Featuring

Lisa Shalett
Chief Investment Officer
Morgan Stanley Wealth Management
Rohan Mehra
Head of Global AI Banking
Morgan Stanley ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎
Charly Kevers
Chief Financial Officer
Carta ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎

DISCLOSURES: This event is presented on behalf of eShares, Inc., dba Carta, Inc. (“Carta”). The content of this event is not, and no opinions or comments shared in this event should be treated or construed as, accounting, business, financial, investment, legal, tax, or other professional advice or services. This event is for information purposes only. The content of this event is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Carta does not assume any liability for reliance on the information provided herein and undertakes no obligation to update content. The opinions of the guests and host are their own and do not reflect the view of Carta or Carta’s affiliates. All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.

The presentation is for educational purposes only and is not an individualized recommendation. This information neither is, nor should be construed, as an offer, or a solicitation of an offer, or a recommendation, to buy, sell or hold any security, financial product or instrument discussed therein, or to open a particular account or engage in any specific investment strategy. Securities products and advisory services offered by Morgan Stanley Smith Barney Broker Dealer, Member SIPC. CRC #5713274 (07/26)