Podcasts about securities attorney

Jeff Jenkins is a Founder and Partner of BCP. He serves as a member of the Investment Committee, serves on the Portfolio Committee and is involved in all areas of the firm's investment activities. Prior to founding BCP, Jeff spent ten years working for The Shaw Group where he served many vital positions. During his tenure at Shaw, Jeff served as Chief Operating Officer of Shaw Environmental and Infrastructure, where he was responsible for operations and business development. Prior to this role, he served as President of the Commercial, State, and Local group within the Environmental and Infrastructure division. Before moving into his operating roles, Jeff served as Vice President of the Office of the Chairman where he led overall corporate development and placed a special emphasis on mergers and acquisitions, joint ventures and business development efforts. Prior to joining Shaw, Jeff was a Corporate and Securities Attorney at Vinson & Elkins LLP where his practice focused primarily on mergers and acquisitions, private equity and venture capital, and public securities work in a broad range of industries. Jeff received his B.A. from Louisiana State University and his J.D. from Louisiana State University after attending law school at the University of Texas.

Self-discipline is LaVonne Idlette, Oly, MBA, Esq, superpower for success. As a retired Olympic athlete she has applied many principles she learned from her journey to become a distinguished securities attorney, seasoned mortgage broker, and an adept wealth strategist with an unparalleled expertise spanning over 20 years in the real estate industry. LaVonne shares her experience as an athlete and how the discipline, belief, and iron sharpens iron principles from her athletic career apply to handling money. She highlights the importance of surrounding oneself with the right people to achieve success. She stresses that asset protection is like a vitamin, not a painkiller, and it should be a proactive measure to safeguard your wealth. LaVonne shares her approach to helping people reframe their financial goals and make choices that align with their values and desired lifestyle.#ProMindset #Podcast #Mindset #Inspiration #Growth #Goals #Selfhelp #LeadershipDevelopment #BusinessCoaching #PersonalGrowth #Money #Assets #Investment #B3xwiser #MoreThanMoney #EverythingInWriting #TrustIssues

Not sure what to do after experiencing investment losses due to bad advice? Book a consultation with Soreide Law Group (+1-888-760-6552)! Learn more by visiting https://www.securitieslawyer.com/ Soreide Law Group City: Pompano Beach Address: 2401 East Atlantic Boulevard Website: https://www.securitieslawyer.com/

Follow Shawn and Mike on Instagram! Shawn: @shawn_dimartile   Mike: @investormikedotcom Today's guest is Jeff Love. Jeff is a securities attorney that specializes in real estate law. He's an expert on partnership formations, real estate syndications, and asset protection. Here's what you'll learn in the episode: The various legal ways to raise money for real estate investments Best practices for forming an LLC to hold a property Common mistakes investors make that land them in legal trouble What real estate syndications are What it means to be an accredited investor and a sophisticated investor  Learn more about Mike and Shawn Shawn: www.investorshawn.com Mike: www.investormike.com

Are you confident you're not unintentionally stepping into legal quicksand while raising capital for your real estate ventures? Join us in this episode as we unravel the intricacies of capital raising and joint ventures in the world of commercial real estate. Securities attorney Nic McGrue sheds light on the critical nuances, dispels common myths, and reveals strategies to ensure your investments are both lucrative and legally sound. Key Takeaways: Demystifying Securities Laws: Nic breaks down the triggers for securities regulations and underscores the importance of compliance, providing a roadmap to navigate this complex landscape with confidence. Joint Ventures vs. Syndications: Uncover the real differences between joint ventures and syndications, understanding how each structure impacts decision-making, investor relations, and risk mitigation. Strategies for Success: Learn ingenious methods to entice investors, from exclusive perks to stress-testing deal numbers, ensuring you're prepared for both favorable and challenging scenarios. Nic McGrue | Real Estate Background Securities attorney at Polymath Legal PC Portfolio: Helped with over $2B worth of transactions and raises Based in: Inglewood, CA Say hi to him at:  polymathlegal.com Best Ever Book: Limitless by Jim Kwik Greatest Lesson: Keep going.   Click here to learn more about our sponsors: Techvestor Rent to Retirement Delete Me BAM Capital

SUMMARYIn this episode of Dr. B Show, Dr. B welcomes and interviews Nic McGrue, a securities attorney and founder of Polymath Legal. They discuss the differences between accredited and non-accredited investors, as well as the exemptions and exclusions for raising capital in real estate. Nic explains the nuances of 506(b) and 506(c) offerings, highlighting the importance of understanding the rules and regulations to avoid legal issues. He emphasizes the need for a strong power team, including an attorney and CPA, to ensure compliance and protect investors. Nic also advises new real estate investors to get educated, find a mentor, and take action to get started in the industry.KEY TAKEAWAYSAccredited investors have high income or net worth, while sophisticated investors possess the resources and knowledge to evaluate investment opportunities.506(b) allows for an unlimited number of accredited investors and up to 35 sophisticated investors, while 506(c) requires all investors to be accredited.Exemptions exclude certain securities from registration requirements, while exclusions are securities that are not considered securities at all.A promissory note with a maturity date of 9 months or less is typically excluded from the definition of a security.Building a power team, including an attorney and CPA, is crucial for real estate investors to ensure compliance and protect investors.QUOTES"I help you raise the capital for your deals, but make sure that you stay out of trouble while you're doing it." - Nic McGrue"Get educated and then take action. Don't be in the situation where you're going to be a perpetual student on it." - Nic McGrueYou can learn more about Nic McGrue in the links below.LinkedIn: https://www.linkedin.com/in/nmcgrue/If you're listening to the Dr. B Show Podcast, please subscribe, share, and we're listening for your feedback. You can also learn more about Dr. Jairo Borja at http://borjaconsultinggroup.com/.

In this first episode of Dr. B Show Season 5, Dr. B welcomes and interviews Veena Jetti, the founder of Vive Funds, a large multifamily owner-operator company. With over a decade of experience in real estate investing, Veena has successfully bought and sold assets worth nearly a billion dollars. She is also the creator of the free Facebook community, Mastering Multifamily with Veena Jetti, where she provides mentorship and education to aspiring investors.Veena shares her journey in real estate investing and offers valuable insights for new investors. She emphasizes the importance of education and building a strong network. Veena also highlights the significance of choosing the right partners and mentors to navigate the complexities of the industry. She stresses the need for integrity, community, and continuous learning in order to succeed in real estate.KEY TAKEAWAYSMultifamily properties offer the best of both residential and commercial real estate, providing a scalable and stable investment opportunity.When evaluating a deal, focus on the sponsor's track record, integrity, and how they treat their investors.Building a power team, including a securities attorney and tax strategist, is crucial for success in real estate investing.Community and collaboration are essential for growth and learning in the industry.Raising private money requires following the rules and regulations set by securities attorneys and tax strategists.QUOTES"Multifamily gives you the residential aspect but operates at the scale of commercial, making it the best investment choice." - Veena Jetti"You need to rely on somebody else's expertise and mentorship to fill in the knowledge gaps." - Veena Jetti"A rising tide lifts all boats. When there are better sponsors around me, it's better for everybody." - Veena JettiYou can learn more about Veena Jetti in the links below.LinkedIn: https://www.linkedin.com/in/veena-jetti/Website: https://vivefunds.com/If you're listening to the Dr. B Show Podcast, please subscribe, share, and we're listening for your feedback. You can also learn more about Dr. Jairo Borja at http://borjaconsultinggroup.com/..

Has your investment broker deceived you? Soreide Law Group (+1-888-760-6552) offers free Zoom consultations to securities fraud victims like you! Learn more by visiting https://www.securitieslawyer.com/ Soreide Law Group 2401 East Atlantic Boulevard Suite 305, Pompano Beach, Florida 33062, United States Website https://www.securitieslawyer.com/ Email prc.pressagency@gmail.com

Have you received bad advice from a dishonest investment broker? Talk to Soreide Law Group (+1-888-760-6552) and get a preliminary consultation! Learn more by visiting https://www.securitieslawyer.com/ Soreide Law Group 2401 East Atlantic Boulevard Suite 305, Pompano Beach, Florida 33062, United States Website https://www.securitieslawyer.com/ Email prc.pressagency@gmail.com

Mauricio is the founder and CEO of Premier Law Group, a boutique securities law firm.  As a nationally recognized expert on private placements, Mauricio works with elite entrepreneurs who seek to increase and protect their wealth through syndications. Mauricio specializes in Reg D exempt offerings and educates investors from around the world on how to navigate the complex world of securities laws.CONNECT WITH OUR GUEST:mauriciorauld.com/linkedin mauriciorauld.com/fbgroupSHOW HIGHLIGHTS:The basics of how real estate syndications are structured.Who can invest in real estate syndications?Red flags investors should look out for in real estate syndicationsUnder what circumstances can an investor recover their investment losses?How are damages calculated in a real estate syndication?Words of caution for Lead Sponsors with raising capital.CONNECT WITH US! Visit our Website: https://www.canovocapital.com/podcastConnect with us on Facebook: https://www.facebook.com/theleadsponsorFollow us on YouTube: https://www.youtube.com/c/TheLeadSponsorFollow us on Instagram: https://www.instagram.com/theleadsponsor/Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-lead-sponsor-podcast-real-estate-investing/id1464256464LOVE THE SHOW? PLEASE SUBSCRIBE, RATE, REVIEW & SHARE!

We recently did a private mastermind group in Baltimore for 20 top investors from around the country.  We brought in some local professionals as well.  We weren't planning to share any of the presentations publicly but this one was to good not to share.  Michelle Walsh shared how to legally protect yourself when raising capital.  The do's, the don't and the must haves.   Tune in now and watch the video version of the podcast at www.realestatereservepodcast.com If you enjoyed this podcast we would appreciate a positive review...  https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777

Attorney Elizabeth L. Carter, owns a boutique law firm helping to democratize business capital and the securities legal space through accessible legal services. Info: https://www.elcesq.com General Podcast Questions Contact www.drfrancesrichards.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Rent Roll Radio's host, Sterling Chapman, with his guest Dugan Kelley as he explains what general solicitation is and what it's not, what private placements are, and what kind of passive investment you shouldn't be getting into. As a litigator with over 20+ years of experience on lawsuits, Dugan gives a clearer view of what changed in 2013 that created a massive shift for everyone in the business of securities and investment. In this episode, you'll learn: How do you identify securities? When not to invest in a passive investment About Rule 506, Reg. D. What is a substantial pre-existing relationship? Why leverage FB groups, meetups, and podcast speaking opportunities and much more! About Dugan Kelly: Dugan P. Kelley co-founded Kelley Clarke, PC, with the mission to deliver big firm expertise and experience to the local community. Kelley Clarke currently serves clients throughout the United States with its principal offices in Prosper, Texas, and Santa Barbara, California. Mr. Kelley chairs the firm's securities and real estate practice group, assisting clients in all phases of multifamily, commercial, and residential acquisitions or sales.  Throughout Mr. Kelley's career, he has assisted clients in structuring real estate transactions above $2 Billion. Currently, Mr. Kelley provides syndication and securities services for clients throughout the United States, assisting clients in all phases of their acquisition and sale of commercial and residential real estate assets. In addition, for several years, Mr. Kelley was an adjunct law professor teaching fundamental legal skills, legal research and writing, and the moot court to law students in the Orange County area. From 2008 through 2016, Mr. Kelley has been selected as a "Super Lawyer Rising Star," with only 2.5% of attorneys recognized as the best attorneys.  Mr. Kelley routinely acts as a mediator for other attorneys or as settlement counsel for complex litigation matters that require a unique solution. Mr. Kelley is a best-selling author of Purpose, Passion & Profit and is a frequent speaker and lecturer at events.  He also serves on many non-profit Boards, including the Treasured Vessels Foundation, which has a purpose for ending human sex trafficking and providing shelter to those victims of human sex trafficking.  Connect with Dugan Kelly on: Website: https://kelleyclarke.com/ Email: dugan@kelleyclarke.com  

Our October-November 2021 podcast, “Capital Raisers & Finders Fees,” featured special guest Michael Fugler, a Securities Attorney with 50 years' experience. He and Kim discussed the need for anyone raising capital to strictly adhere to SEC and state securities regulations in order to avoid severe civil or criminal charges.Contact: emailSyndication Attorneys WebsiteInvestor Marketing Materials

Welcome to the Crushing Cashflow Podcast  where we share phenomenal advice and dozens of decades of wisdom from investors and entrepreneurs of all types and all stages of their journeys.   We'll cover many types  of cash flowing assets, but will have a big emphasis on real estate investing.  Listen in to learn from those who are CRUSHING it out there as well as those that have been CRUSHED by business or their investments.     Follow us on Facebook here for more episodes and inside info!  Learn more about real estate investing at www.investwithredline.comEpisode 11 - Securities Attorney Zach Robins discusses way to properly structure a deal with the SEC in mind

This week’s podcast is a special feature that includes three different IM guests who are working to attain the Grandmaster title! My guests are popular commentator,  IM Lawrence Trent, 9-time Minnesota State Champion IM Sean Nagle,  and Hungary-based chess trainer,  IM Attila Turzo. These guests have very different backgrounds, chess distances to travel and life situations, but they all share the common goal of wanting to earn the highest title in chess. Why is it important to them? What do they need to improve in order to climb this final steep step? What will their study routines entail? I know that many of you will also be pursuing new chess milestones and goals post-pandemic, so I hope that you find some good advice and inspiration in these 3 interviews! Please read on for more details and timestamps for each interview.    0:00- Intro Mentioned: IM Kostya Kavutskiy, IM Eric Rosen, IM Kassa Korley, IM John Bartholomew, IM Greg Shahade, IM Abimanyu Mishru, IM Christopher Yoo, IM Carissa Yip    5:00- Perpetual Chess is brought to you in part by HotSaucery.co You should try some of their delicious hot sauces.  Use the promo code PERPETUAL to save 10%.  You can Follow them on Instagram here: https://www.instagram.com/hot.saucery/     6:00-  IM Lawrence Trent joins the show! Lawrence is a frequent and popular chess commentator, streamer and content creator. He has served as the manager for his friend GM Fabiano Caruana, and was one of the co-hosts of the original chess podcast, The Full English Breakfast, with Macauley Peterson, GM Stephen Gordon, and GM Simon Williams. He joins us to share his reasons for deciding that now is the time for him to pursue his last GM norm and the 100 FIDE points that he requires to earn the GM title. If anyone dares to bet against Lawrence, he genuinely would appreciate it!  .  Mentioned: GM Magnus Carlsen, Mike McDonald, Olivier Busquet, Fedor Holz, GM Emil Sutovsoky, GM RB Ramesh    24:00- Patreon mailbag question:   “What defines the skill gap between IM and GMs?” Mentioned: IM Ali Mortazavi, GM Keith Arkell, GM Mark Hebden, Sunway (Sitges) Chess Festival    45:00- Thanks to Lawrence for joining the show. Whether you would like to bet against him or root him on in his GM quest, you can follow him on Twitter here.    45:50- IM Sean Nagle joins the show. Sean is a Minnesota based Corporate and Securities Attorney, 9-time Minnesota State Chess Champion,husband, and dad of 3 kids.  Mentioned: IM John Bartholomew, GM Andrew Tang, GM Wesley So, FM Peter Giannatos     57:00- Patreon mailbag question: “What does Sean specifically need to work on in order to achieve the improvement he desires?” Mentioned: IM Greg Shahade video: Chess Opening Study for Serious Players: https://www.youtube.com/watch?v=93kO7OXn9Lc Also mentioned: GM Jacob Aagaard’s Killer Chess Training, GM Maurice Ashley, Tribe of Mentors, GM Alex Shabalov, IM Lawrence Trent, Jacob Aagaard’s Grandmaster Preparation Series, Universal Chess Training by GM Wojciech Moranda, Inner Game of Tennis, The Art of Learning, Against the Rules Podcast with Michael Lewis, Chess Improvement: Its All in the Mindset, Mindset by Carol Dweck, Grit by Angela Duckworth, Getting Unstuck: Break Free of the Plateau Effect, Boris Gelfand’s Series, FM Eduard Zelkind 1:30:00- Perpetual Chess is brought to you in part by Chessmood.com!  Check out Chessmood’s blog here:  https://chessmood.com/blog  and check out their YouTube, featuring Lessons with a Grandmaster here: https://www.youtube.com/c/ChessMood 1:30:00- Thanks to Sean for joining us! You can follow him on Twitter here, or reach via chess.com here.  1:30:30- IM Attila Turzo joins the show.     Mentioned: GM R.B.Ramesh, GM Rustam Kasimdzhanov, GM Viswanthan Anand, GM Ben Finegold    1:41:00- Patreon mailbag question:  “What separates Attila from the Grandmaster level?” Mentioned: Leonid Kubbel, Slavin’s Chess series, GM Jacob Aagaard, Mark Dvoretsky, Mikhail Botvinnik. Alexander Grischuk, IM Greg Shahade, GM Pragganandha, Nagy Laszlo’s First Saturday Tournaments, IM John Bartholomew, FM Peter Giannatos    2:01:00- Thanks so much to Attila for joining the show. Here is how you can contact him and track his quest: Twitch- https://www.twitch.tv/attilaturzo Twitter- https://twitter.com/AttilaTurzo?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor YouTube- https://www.youtube.com/channel/UCezDjmS_25xjLYi8_jLAWeA First Saturday Tournament- http://www.firstsaturday.hu/2012/index.htm   See omnystudio.com/listener for privacy information.

On the next episode of Cut to the Chase:, I interview David Chase, a securities attorney, as he dissects what happened to Gamestop and Robinhood and the significance gong forward.

Creating security documents can be a headache, as well as an expensive process. However, it's important to have these documents correctly created prior to the investment process, to avoid any costly mistakes or nightmares. Our guest for today is extremely experienced in the creation of these documents and points out key components that must be paid attention to.  Our guest for today is Kim Lisa Taylor who is a nationally recognized corporate securities attorney and best selling author. She's also the founder of Syndication Attorney's which is a Florida based firm that helps issuers create their securities documents as well as their marketing documents. She has created hundreds of securities offerings and was listed in the Top 100 People in Finance magazine. Today we are going to discuss...   How passive investors can "trust but verify" claims made by the sponsor The key components of the legal documents that investors should be focused on What actions investors can do when things go wrong during an investment   Learn more about our guest: “How to Legally Raise Private Money: The Definitive Guide to Syndication and Raising Money for Real Estate and Small Business” Syndication Attorneys Additional Resources from the Interview: IIREC 2021 CFC Podcast Facebook Group   Interested in getting Mentored by Hunter Thompson? Click here to apply for our CFC Mentorship Program. Interested in joining the #1 mastermind for elite capital raisers? Click here to apply.

Lynne Bolduc is Partner of FitzGerald Yap Kreditor. Over the past 25 years Lynne has established herself as one of the premier corporate and securities lawyers in California. She has structured and implemented over $1 billion of business and financing transactions, and has represented both domestic and international clients in complex transactions across multiple industries. She represents both private and public companies, as well as investment banks, broker dealer firms, registered investment advisors, venture capitalists, private equity funds, and other financing companies. Lynne talks about her experiences as a corporate and securities attorney. She also talks about the current deals that she is working on and what the COVID-19 situation has done to the markets. She is well versed in M&A, raising capital, Reg A+, IPO's, and more. Hearing the unique perspective of a lawyer that is in the middle of the deal making process brings a wealth of information that you wouldn't want to miss! What you'll learn from this episode: Lynne's unique perspective on the virtual road show The differences between a firm commitment and a best efforts basis IPO The importance of trusting your gut The one clause that should be in every contract Connect with Lynne: LinkedIn Watch the video: Youtube

Josh Lawler is a Partner of Zuber Lawler. Josh's practice focuses on securities law, mergers & acquisitions and technology transactions. His M&A clients include public and private companies, private equity groups, fundless sponsors, family offices and high net worth individuals. Josh is a premier counselor in respect of commercial transactions, M&A and finance in the cannabis and psychedelics space. Drawing on a bioscience education, Josh applies an understanding of scientific, commercial and regulatory matters to craft innovative solutions to issues present in no other industry. What you'll learn from this episode: Digital Assets and Blockchain Learn about the genuine compliance of good deals How to be a value add to any deal Connect with Josh: LinkedIn Watch This Episode On YouTube

Welcome back to the Passive Mobile Home Park Investing Podcast, hosted by Andrew Keel. On this episode of the Passive Mobile Home Park Investing Podcast, Andrew talks with Mauricio Rauld, founder and CEO of the Premier Law Group. A premier boutique securities law firm. As a nationally recognized expert on private placements, Mauricio works with elite entrepreneurs who seek to increase and protect their wealth through syndications. Today we’ll be having a conversation about the legal side of mobile home park investing. If you have questions about the SEC, investing through an LLC, or the risks of passive investing in mobile home parks, this is the episode for you. Mauricio will also talk about why he loves investing in trailer parks so much and the benefits of passively investing. Andrew Keel is the owner of Keel Team, LLC, a Top 100 Owner of Manufactured Housing Communities with over 1,400 lots under management. His team currently manages over 20 manufactured housing communities across ten states – AR, GA, IA, IL, IN, MN, NE, OH, PA and TN. His expertise is in turning around under-managed manufactured housing communities by utilizing proven systems to maximize the occupancy while reducing operating costs. He specializes in bringing in homes to fill vacant lots, implementing utility bill back programs, and improving overall management and operating efficiencies, all of which significantly boost the asset value and net operating income of the communities. Andrew has been featured on some of the Top Podcasts in the manufactured housing space, click here to listen to his most recent interviews: https://www.keelteam.com/podcast-links. In order to successfully implement his management strategy Andrew’s team usually moves on location during the first several months of ownership. Find out more about Andrew's story at AndrewKeel.com. Are you getting value out of this show? If so, can you please head on over to iTunes and give us a five-star review? Help me get to my goal of getting over 100 five-star reviews by the end of 2021! Talking Points: 00:18 - Welcome to the Passive Mobile Home Park Investing Podcast 01:00 - Mauricio’s background in mobile home parks 02:40 - Major risks for passive investors investing in the funds and syndication type of deals 04:05 - Big red flags (legal and documentation) 07:55 - Top items that passive investors should look at in legal documentation 10:10 - Ideal ways for passive investors to invest 14:11 - Other states with high SEC filing fees 16:20 - Different holding company or LLC for different syndications 19:00 - The structure of the different entities 20:00 - Investing through an IRA 22:13 - Usual procedures for offering documents 24:30 - The difference between a 506(b) and a 506(c) offering 28:25 - Main advice for passive investors looking to invest in a mobile home park deal 29:35 - Getting a hold of Mauricio 30:00 - Conclusion Links & Mentions from This Episode: Mauricio Rauld’s email: team@premierlawgroup.net Premier Law Group website: http://www.premierlawgroup.net/ Keel Team's official website: https://www.keelteam.com/ Andrew Keel's official website:

Jillian wasn't happy with where her current business was going. She was tired of it and decided to get back into law school. However, she KNEW she didn't want to be a regular lawyer. She knew that their had to be better way. So she started off doing condo conversions and realized there was a whole new world of legalities within real estate. This started her journey as an SEC attorney! Topics discussed: SEC Regulations Syndication Self Storage Links mentioned in this episode: Add Jillian on LinkedIn! https://www.crowdfundinglawyers.net/ Please go to iTunes to leave us a rating and write a review. Each review helps us reach a larger audience with your episode (Creative Real Estate Podcast)

EB-5 is changing. As more investments move away from construction, rewarding opportunities beckon. But employment based on operations come with fears of job creation risk. Securities attorney John Tishler and immigration lawyer Robert Divine talk about whether jobs actually have to last a full two years for investors to get their Green Cards. Is the perceived risk of job creation more myth or reality? What you learn in this podcast might surprise you…

Kim Lisa Taylor is the founder of Syndication Attorneys, PLLC, a Florida based law firm that provides Securities Offering Documents and Investor Marketing Materials for clients nationwide. She is the author of the Amazon #1 Best Selling book "How To Legally Raise Private Money” and has been the responsible attorney for hundreds of securities offerings. --- Send in a voice message: https://anchor.fm/incubatorhedgefund/message

Jonathan Dunsmoor talks about the legal aspects faced by blockchain entrepreneurs and gives some real life examples. He is joined by stake pool operators to discuss their opinions on crypto tax, laws, and regulations. Watch Episode 74 and view more information on Youtube: https://youtu.be/RbKlf6UnUKk

Jonathan C. Dunsmoor, Securities Attorney at Dunsmoor Law, joins us for some good 'ol crypto chat covering everything from crypto payments to iron man suits. We talk about the importance of blockchain identity, government-minted cryptocurrencies, data and payments privacy, and even reminisce about getting Uber drivers hooked on crypto! This was a fun episode to record, and it was great to catch up with Jonathan again after our quick live stream at CIS in Los Angeles last year. Hope you enjoy! Hosts: Mitch & The Perfesser Guest: Jonathan C. Dunsmoor, Securities Attorney at Dunsmoor Law Intro: HippieN3rd News: The Crypto Gent This podcast is available on the following platforms: iTunes / Apple Podcasts Spotify Google Podcasts iHeartRadio Radio Public Stitcher Breaker Pocket Casts Overcast Anchor

Arina Shulga is a corporate and securities attorney specializing in private placements. Learn about the legal frameworks that shape a real estate syndication and how limit partners can participate in purchasing cash flowing commercial real estate. --- Visit https://aaloncapital.com/podcasts for all the links, and to subscribe. ]]>

This week, we speak to US Securities Attorney, Jonathan Dunsmoor, who gets right to the heart of the matter, discussing everything surrounding security and utility tokens, STOs and more. Listen to this free podcast for some valuable education, today!

In this podcast, Mauricio Rauld, a Securities Exchange attorney teaches : That you're probably raising money wrong That you might be breaking Security Exchange laws How to register the syndication with the SEC, and what kind not to get The two main type of exemptions that 95% of people use and how to get them How simple omissions or failures-to-disclose can be illegal Who you can/cannot pay a referral fee What a Private Placement Memorandum is What an accredited investor is What a sophisticated investor is What "conditioning the market" is and so much more! Connect with Mauricio Rauld at: http://www.premierlawgroup.net/ Raising Money Summit use promo code "PODCAST" to save money on your ticket.

In this episode we have Gene Trowbridge a Securities Attorney with Crowdfundinglawyers.net. On the call he goes over the rules that must be followed to raise capital correctly. We also go over the top mistakes syndicators make and the top questions capital investors should ask before investing money. We dig deep on several of the laws so if you like detail then this is your episode. Have your notebook ready to take good notes.  Remember to Like and Subscribe!

In DYOR 006 I speak with Securities Attorney, Investor & Entrepreneur, Jonathan Dunsmoor. Jonathan talks about his point of view on cryptocurrencies and what's in store for the future of cryptocurrency.

Alexandra is a former attorney for the SEC and currently provides consultation and legal services to crypto focused companies. She gives some very clear insight into what the SEC is thinking currently about crypto, ICOs, and other issues in the space.

January 29, 2019 - HodlCast Episode 63 with William Restis of RestisLaw.com - we discuss his class action cases against Tezos and Coinbase, the future of the STO market, liquidity, market makers, research and analysis providers, and compare traditional private placements to reg D STOs. Bill had great success as an experienced Securities Attorney prior to branching out on his own with a crypto focus, his perspective is intelligent, balanced, and highly insightful. You can follow him on twitter - @restislawfirm

This week, we speak to US Securities Attorney, Jonathan Dunsmoor, who gets right to the heart of the matter, discussing everything surrounding security and utility tokens, STOs and more.   Listen to this free podcast for some valuable education, today!   ____________________________________ Listen to Crypto and Blockchain Talk for more interesting topics! If you like this episode, give us 5 stars in iTunes or Stitcher, Thank you for listening! Crypto and Blockchain Talk - Making You Smarter SUBSCRIBE to our social channels and never miss an episode:  SPOTIFY   iTunes   Stitcher   Soundcloud   Google Play Music    Tunein    Castbox    Pocket Casts    Overcast    iHeartRadio   PlayerFM    YouTube 

Jillian wasn't happy with where her current business was going. She was tired of it and decided to get back into law school. However, she KNEW she didn't want to be a regular lawyer. She knew that their had to be better way. So she started off doing condo conversions and realized there was a whole new world of legalities within real estate. This started her journey as an SEC attorney! Topics discussed: SEC Regulations Syndication Self Storage Links mentioned in this episode: Add Jillian on LinkedIn! https://www.crowdfundinglawyers.net/ https://www.privatemoneyrockstar.com/ Register For The Webinar! * Join Adam In Chicago!

Zach talks about syndication, crowdfunding, along with securities tokenization. He covers a bit of the history of raising money and how the recent JOBS act has changed how we can raise funds for our company or investment. We also cover the importance of getting involved in crowdfunding and building relationships. Zach is a Securities Attorney that specializes in assisting clients with capital raises and related financing work. Zach also specializes in investment crowdfunding and securities tokenization, creating new pathways for company capital raising and liquidity for investors. As a co-founder of MNvest.org, Zach was also instrumental in the creation of MNvest, a Minnesota law permitting investment crowdfunding for emerging businesses using registered online investment portals. This podcast made possible by our friends at HomeInvest.com. If you’re looking for the best turnkey investing company or want a free investment strategy session visit homeinvest.com/pillars. Thank you for listening to our podcast, don’t forget to subscribe and leave us a 5 star rating and review. Connect with Pillars Of Wealth Creation on Facebook: www.facebook.com/PillarsofWealthCreation/ Subscribe to our email list at www.pillarsofwealthcreation.com Subscribe to our YouTube channel: https://www.youtube.com/channel/UCkg8HggkdPAuBaAQySJSEQQ/featured

Navigating the waters when it comes to raising capital for any and all investment opportunities. Featuring guest Jason Powell, Real Estate and Securities Attorney at Bjornson Law

Amy Wan is one of the most versatile lawyers we have come across. Not because she is smart and resourceful, but because she has experience as a Securities Attorney dealing with security law for ICOs. She is authoring the Bloomberg Law practice guidance on ICOs. Previously, she was a Partner at Crowdfunding Lawyers and General Counsel at Patch of Land, a real estate debt crowdfunding platform. Amy is also the founder and co-organizer of Legal Hackers LA, which programs around the intersection of law and technology. Also the boys talk in depth about whether or not we are on the correct path to mass adoption. This is not mass adoption, this is mass trading...those are two different things. Right?

Our guest for this week’s show is Securities Attorney and founder of BootStrapLegal.com, Amy Wan.  Amy Wan, Esq., is Founder and Chief Legal Hacker at Bootstrap Legal, which provides software to allow real sponsors to draft their own syndication and fund documents. Previously, she was a Partner at Trowbridge Sidoti LLP (CrowdfundingLawyers.net) where she practiced crowdfunding and syndication law, and was General Counsel at Patch of Land, a real estate marketplace lending and crowdfunding platform. Amy is also Founder and Co-Organizer of Legal Hackers LA and served as a Presidential Management Fellow. Recommended Resources Check out our company and our investment opportunity by visiting www.SunriseCapitalInvestors.com Self Directed IRA Investment Opportunity – Click Here To Learn More About How You Can Invest With Us Through Your SDIRA Accredited Investors Click Here to learn more about partnering with me and my team on Mobile Home Park deals! Grab a free copy of my latest book “The 21 Biggest Mistakes Investors Make When Purchasing their First Mobile Home Park…and how to avoid them MobileHomeParkAcademy.com Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link https://www.timetrade.com/book/KV2D2

It is easy to fall into a false sense of security living in sleepy communities in the Midwest.  That is,  until I received an email from the local Securities Commissioner informing me of a local ponzi scheme… Our guest this episode is Securities Attorney David Liebrader.  David and I discuss how he helped his clients […]

Securities Attorney, Peter Mougey, will join us to discuss President Trump's attack on financial regulations and the devastating effect it could have on mom and pop investors. And Heather “Digby” Parton will join us to help make sense of another crazy week under President Donald Trump.

Kim Lisa Taylor - as a Securities Attorney, Kim helps real estate investors with all aspects of raising money through private investors. Kim discusses how to create and manage successful real estate investment ventures.   Here’s some of what you will learn: The typical timeline of a syndication. When is the right time to hire a syndication attorney? The most effective way to develop a database of potential investors. What is a security and what are security laws? The 2 laws that apply to all real estate investors. When do securities laws apply? What is a passive investor? What is an active investor? The 2 most commonly used exemptions for real estate offerings. The 3 types of investors. What is an accredited investor? What is a sophisticated investor? What is “The Three Touch Rule?” What is a 506 (b) offering? What is a 506 (c) offering? What is a blind pool? What is an investment summary? Text the word: Rod to 41411 to receive a copy of my upcoming book. Our Guest To learn more about Kim Lisa Taylor and Syndication Attorneys, PLLC please visit: www.syndicationattorneys.com or by phone at: (904) 584-4055 Want to build Lifetime Cash Flow from Multifamily Properties? If you’re committed to creating the life you deserve, we've created the best multifamily training and coaching program on the market. I personally coach you on your path to create the life of your dreams. I will help you CRUSH it in this business!  - if you'd like to receive information about our program, text CRUSH to 41411 now.  Recommended Resource Looking to invest in a multi-family real estate project? Want to partner with me personally on a deal? To schedule a time for us to talk click on this link: http://meetme.so/RodKhleif Review and Subscribe Posted in Podcast Tagged acquisitions, Kim Lisa Taylor, Syndication Attorney, Cash Flow, apartment investing, apartments, appreciation, Assisted Living, broker, brokers, business, cash flow, cashflow, commercial, commercial real estate, CRE, CRE investing, Defaulted paper, Donald Trump, entrepreneur, equity, Eviction, expert, experts, Foreclosure, funding, Hedge fund, investing, investing in real estate, investments, Rod Khleif, Rod Khleif Florida, Rod Khleif Real Estate, Riyad Khleif , manager, mergers, millionaire, multi-family, multifamily, Office, passive income, podcast, private lending, private money, property management, raw land investing, real estate, real estate broker, real estate cashflow, real estate coaching, real estate investing, real estate investor. Investing, REIT, Retail, Robert Kiyosaki, sales, Sales Coach, sales expert, Sales Training, Self Storage, Selling, Senior Living, Shopping Center, Short Sale, Suburban Office, syndication, training, value add, Repositioning assets, multi-family expert, multifamily expert, multi family investing, multifamily training.

In this episode of the Best Passive Income Model Podcast, Mark chats with Ralph Sherman from ShermanLawOffices.com. Listen in as Mark and Ralph talk about raising capital which is very important in the land investment business.  Thank you for listening to The Best Passive Income Model podcast. Your support helps me attract great guests who share knowledge that you can use to grow your business. If you'd like to help out the Land Geek Community, please rate, review, and subscribe to the podcast on iTunes.   Tip of the week:   Ralph: Go to small business and the SEC and you will have a basic understanding of what the SEC is looking for from small business owners in terms of what they have to do to raise money when they do a private offering and when they do a public offering. The other thing is to read The Power of Habit. Mark: Go to ShermanLawOffices.com, learn more about how Ralph can help you get papered correctly to start going out in the world and start raising money from outside investors.

Securities attorney on investors, investing and term sheets -- Jim Burk of Burk & Reedy, a Washington, DC-based law-firm who specializes in business law and financing. Jim has 40 years(!) experience in business law and business financing! He assists emerging companies in their initial stages of organization and then growing with the companies through the public offering stage. Jim assists domestic and international clients with business matters including corporate issues, contracts, mergers, acquisitions, venture capital financings, tax, asset protection, securities and franchise law. He has also assisted companies in securing seed and mezzanine funding for emerging companies. Highlights: Usual term-sheet gotchas that few people talk about? Top 3 legal considerations => financing? What often goes wrong with financings? What top 3 success factors were in place for your most successful financings?

Ted sold his debut novel, Eat What You Kill, to St. Martin's Press for publication on March 25, 2014. Famed Hollywood producer Edward R. Pressman (Wall Street, American Psycho, The Crow, etc.) has purchased the film rights. Acclaimed performer Armand Schultz will read the audiobook for Recorded Books, which will also be released in March. After graduating from Vanderbilt University, Ted began his career as an entrepreneur, starting a political consulting firm in Louisville, Kentucky, his home town. He sold his company's assets and returned to Vanderbilt University, where he earned a JD and MBA in finance. In his role as an attorney, Ted represents entrepreneurs who often need more than accomplished counsel – the excitement and stress of conceiving a new venture demands sound business advice, shared passion, experienced leadership, and the empathy that only a fellow entrepreneur can provide. Ted serves as the General Counsel of Icebreaker Entertainment, LLC, a multi-brand consumer products company with products in stores including Target, Walmart, Kohl's, Dollar General, Barnes & Noble, Five Below, and more. Founded by Ted's wife, entrepreneur and contemporary artist Christi Scofield, the company is expanding to Europe in 2014. Christi & Ted are the co-authors of the Cocktails & Curiosities travel books. With the tagline “bar crawls for smart people,” the tours combine the best elements of walking tours with the revelry of pub crawls. Ted has extensive media experience including appearances as a political commentator on WPIX Channel 11 in New York City. He has been quoted in USA Today, The New York Times, BusinessWeek and dozens of other regional and national publications. Ted lives in Manhattan with his wife, Christi. They were married in November of 2007 on the island of Anguilla.

Join me Monday April 27th 9:00 AM (PST) my guest will be securities attorney Brett Sherman. We will discuss the collapse of Bear Stearns, and learn what Brett Sherman is doing on the behalf of the former employees of what once was the 5th largest investment bank in the world. "In 2006, total compensation for five Bear Stearns senior executives, including CEO Jimmy Cayne, exceeded the payrolls of the NFL's New York Giants and MLB's Philadelphia Phillies. The payrolls of these two professional sports teams make for a particularly interesting comparison with the total compensation that was wasted on Bear Stearns’ five executive officers in 2006 (which blew away the money the Giants spent on their 50 plus players and the combined salaries of more than 25 Phillies)." "What's our point? Well, only two years later, in 2008, the Giants won the Super Bowl, the Phillies won the World Series and Bear Stearns was out of business." Brett Sherman