eCourse art

eCourse

Securities Law Investors: Private Placement and Risks; plus Subscription Agreements

Contains material from Mar 2015

Securities Law Investors: Private Placement and Risks; plus Subscription Agreements
4.19 out of 5 stars
What was the overall quality of the course (presentation, materials, and technical delivery)?
Rate the overall teaching effectiveness and presentation skills of faculty for the course.
How would you rate the value of the materials provided as part of the course?

Interesting

Technical Questions?
512.475.6700
service@utcle.org



Session 1: What You Owe Investors: Disclosure of Information - What disclosure is required in a private placement? What is a Private Placement Memorandum (PPM) and what information must it contain? What are the different disclosure requirements for an accredited investor versus an unaccredited investor? Learn how to craft certain sections of a PPM, including descriptions of the offering, the company, the principals, and the industry.
Session 2: What You Owe Investors: What Are the Real Risks of the Investment? - In drafting the private placement memorandum, how do you decide which risk factors to include? Learn how to draft specific risk factors for the deal and what risk factors you should include in almost every private placement memorandum.
Session 3: How the Investor Obligates Him or Herself: Subscription Agreements - Who is a suitable investor and how does he or she become obligated to invest? What are “bad boy” representations and how do they affect the private placement? Learn the issues involved with having certain types of investors, e.g. individuals, entities, IRAs and trusts, and review a sample subscription agreement.
 

Includes: Audio Paper Slides


Preview mode. You must be signed in, have purchased this eCourse, and the eCourse must be active to have full access.
Preview Sessions

Show session details

1. What You Owe Investors: Disclosure of Information (Mar 2015)

Alex Frutos

0.50 0.00 0.00
Preview Materials

Download session materials for offline use

(mp3)
37 mins
(pdf)
11 pgs
Session 1 —37 mins
What You Owe Investors: Disclosure of Information (Mar 2015)

What disclosure is required in a private placement? What is a Private Placement Memorandum (PPM) and what information must it contain? What are the different disclosure requirements for an accredited investor versus an unaccredited investor? Learn how to craft certain sections of a PPM, including descriptions of the offering, the company, the principals, and the industry.

Originally presented: Feb 2015 The Nuts and Bolts of a Private Private Placement

Alex Frutos, Jackson Walker L.L.P. - Dallas, TX

Show session details

2. What You Owe Investors: What Are the Real Risks of the Investment? (Mar 2015)

Carol Bavousett Mattick, Richard A. Tulli, Wayne M. Whitaker

1.00 0.00 0.00
Preview Materials

Download session materials for offline use

(mp3)
59 mins
(pdf)
15 pgs
Slides
(pdf)
6 pgs
Session 2 —59 mins
What You Owe Investors: What Are the Real Risks of the Investment? (Mar 2015)

In drafting the private placement memorandum, how do you decide which risk factors to include? Learn how to draft specific risk factors for the deal and what risk factors you should include in almost every private placement memorandum.

Originally presented: Feb 2015 The Nuts and Bolts of a Private Private Placement

Carol Bavousett Mattick, CBM PLLC - Austin and San Antonio, TX
Richard A. Tulli, Gardere Wynne Sewell LLP - Dallas, TX
Wayne M. Whitaker, Whitaker Chalk Swindle & Schwartz PLLC - Fort Worth, TX

Show session details

3. How the Investor Obligates Him or Herself: Subscription Agreements (Mar 2015)

George T. Lee III

0.50 0.00 0.00
Preview Materials

Download session materials for offline use

(mp3)
22 mins
(pdf)
48 pgs
Slides
(pdf)
11 pgs
Session 3 —22 mins
How the Investor Obligates Him or Herself: Subscription Agreements (Mar 2015)

Who is a suitable investor and how does he or she become obligated to invest? What are “bad boy” representations and how do they affect the private placement? Learn the issues involved with having certain types of investors, e.g. individuals, entities, IRAs and trusts, and review a sample subscription agreement.

Originally presented: Feb 2015 The Nuts and Bolts of a Private Private Placement

George T. Lee III, Gardere Wynne Sewell LLP - Dallas, TX