Crowdfunding & Real Estate Projects in 2015
Overview:
In this two-hour LIVE webcast, a panel of distinguished professionals and thought leaders will help Real Estate Practitioners and Investors understand the important aspects of this significant topic. They will provide an in-depth discussion of Creative Finance’s Crowdfunding for Finance Real Estate Projects.
Key issues include that will be covered in this course are:
- Fundamentals on Real Estate Crowdfunding
- Purchasing and Financing Real Estate Projects
- General Principles and Standards of Proposed Rule
- Pitfalls and Risk Issues in Real Estate Crowdfunding
- Up-to-the-Minute Regulatory Updates
Agenda:
SEGMENT 1:
Darryl Steinhause, Partner
DLA Piper
Rule 506 General Solicitation
- New and Proposed Rules
- Rule 506(b) Generally
- General Solicitation
- Broker-Dealer Considerations
- Platforms
- Bad Actors
SEGMENT 2:
Faith Anderson, Chief of Registration & General Counsel
Washington Department of Financial Institutions, Securities Division
- State crowdfunding Initiatives
- Federal limits under Rule 147
- Triggering Sec. 12(g) reporting requirements in a state crowdfunding offering (500 non-accredited investors of record)
- Use to date of state crowdfunding exemptions
- Alternatives to state crowdfunding exemptions
SEGMENT 3:
Matt Kitzi, Partner
Armstrong Teasdale LLP
- State specific crowdfunding rules and issues
- Broker dealer issue 4b exemption and how to avoid it
- General solicitation under 506b and how they impact real estate
Who Should Attend:
- Finance Executives & General Counsel at Companies Interested on Obtaining Funding
- Lawyers and Attorneys whose practice areas include Creative Finance
- REITS & Hedge Funds
- Crowdfunding Practitioners
- Investment, M&A, Securities, Capital Markets Attorneys and Consultants
- Senior Management
- And Other Related/Interested Professionals
Darryl Steinhause has more than 30 years of experience in complex securities and tax transactions, representing both sponsors and investors …
Faith L. Anderson is the Chief of Registration of the Securities Division of the Washington State Department of Financial Institutions. …
Matt Kitzi’s public service experience, highlighted by his seven-year tenure as Missouri Commissioner of Securities, gives him the ability to …
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method of Presentation:
On-demand Webcast (CLE)
Prerequisite:
NONE
Course Code:
144835
NASBA Field of Study:
Specialized Knowledge and Applications
NY Category of CLE Credit:
Areas of Professional Practice
Total Credits:
2.0 CLE
2.0 CPE (Not eligible for QAS (On-demand) CPE credits)
Login Instructions:
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SPEAKERS' FIRMS:
Washington Department of Financial Institutions, Securities Division
About DLA Piper
DLA Piper is a global law firm with 4,200 lawyers located in more than 30 countries throughout the Americas, Asia Pacific, Europe and the Middle East, positioning it to help companies with their legal needs around the world.
Website: https://www.dlapiper.com/
About Washington Department of Financial Institutions, Securities Division
About Armstrong Teasdale LLP
Armstrong Teasdale is a leading national law firm that exceeds expectations through teamwork and excellent client service. With approximately 250 attorneys practicing in eight locations and ranked among The American Lawyer Magazine’s largest 200 law firms, we serve a dynamic national and international client base in virtually every area of law. Whether an issue is local or global, practice area specific or industry related, Armstrong Teasdale provides each client with an invaluable combination of legal resources and practical advice.
Operating as a talented team of dedicated professionals, Armstrong Teasdale takes a genuine interest in a client’s business by bringing a high-level of personal attention and depth of knowledge to overall business challenges, goals and objectives. For over a century, this approach has earned Armstrong Teasdale a solid reputation of excellence and is the driving force behind the firm’s continuing commitment to develop innovative ways to serve clients.
Website: https://www.armstrongteasdale.com/