Capital Raiser Show

Bethany is a fun interview. She is one of the most entertaining securities lawyers I know and she is an investor too. She mentions her boutique hotel in Belize several times in the show.

 

Some topics we covered include:

  • Burned out on Litigation and Law but Found Syndications

  • Falling in Love with Real Estate Law and the people

  • EB5 Funds

  • Staying in your lane

  • Substantial duties for legal compliance in raising capital

  • Issuer Exemptions

  • Look at deals through the eyes of regulators

  • Investor relations are not enough to constitute substantial duties

  • Joint Ventures can start to look like syndications

  • The SEC makes determinations based on Facts and Circumstances

  • Entity Accreditation Status

  • Regulation CrowdFunding (benefits and limitations)

  • Fund of Funds Overview

  • Ways to appropriately get paid as a fund manager to avoid problems

  • Can you start a fund that only invests in one deal? (SPV Fund of Funds)

  • You have to show The SEC how you provided value

  • How to get banned from capital raising

 

Find Bethany at https://www.premierlawgroup.net/ and  bethanylaflam.com/bubbles/

 

Book a call with Ruben at calendly.com/rubengreth

Hang out with other capital raisers, fund managers, and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com 

If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com

Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly! 

 

Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

 

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