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The SEC reports that the private placement securities offering space has an annual volume of $1.8 Trillion. Over 95% of that money is raised using the offering exemption from public registration available under Regulation D. Most offerings are structured as limited liability companies. This presentation will explain why these offerings are securities and what role the CPA has in these offerings. If the CPA is representing LLCs, this presentation will be of interest.
Learning Objectives:
- Define these LLCs securities
- Identify the role the CPA has in the definition of "accredited investor"
- Recognize the most common ways economic interests are split in the offerings
- Identify how the CPA can help the syndicator
Gene Trowbridge
Trowbridge Law Group LLP
Co-Founding Partner
[email protected]
(949) 570-1507
As the founding partner of Trowbridge Law Group LLP, Gene’s law practice concentrates on commercial and investment real estate syndication through both debt and equity. Between Gene’s syndication practice and the firm’s legal practice, the firm’s partners have written offerings for more than $5 Billion of money raised. For reference, the median offering size is $2,500,000. His practice writes offerings under Rule 506b and 506(c), Regulation D, and Regulation A+.
As a former syndicator, who for ten years raised investor capital through the broker-dealer community, he is able to communicate with his clients on both the technical and the practical aspects of state and federal securities laws.
As a long-time CCIM and CCIM Senior Instructor, now having attained Senior Emeritus status, Gene won numerous awards for his teaching ability. His book “It’s a Whole New Business!” is a how-to manual on real estate syndication
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