Events

Below are my upcoming presentations. 

HOW TO RAISE CAPITAL…LEGALLY

Tuesday, June 19th / 8:00-9:30am / Vantage (Desert Ridge) / FREE  [Register]

To start or expand a business, you need capital.  Raising capital, however, is one of the most difficult challenges that a company can undertake.  In the current economy, investors at all levels have become increasingly risk adverse, resulting in even greater competition for their limited investment dollars.  And heightened regulatory scrutiny by the SEC means that compliance with securities laws has never been more important.   Learn what an entrepreneur or business owner must do to successfully navigate the process.

Topics for this seminar will include:

  • Determining a company’s capital requirements
  • Identifying those who can satisfy those requirements
  • Defining the terms of the equity offering
  • Understanding what it means to have investors
  • Complying with federal and state securities laws
  • How the JOBS Act will change the rules of the game with crowdfunding
  • Strategies for increasing a company’s chance of success

 

HOW TO START A NEW BUSINESS

Wednesday, June 27th / 5:30-7:00pm / AWEEc (Downtown Phoenix) / FREE  [Register]

 

HOW TO INVEST IN PRIVATE COMPANIES

Tuesday, July 10th / 8:00-9:30am / Vantage (Desert Ridge) / FREE   [Register]

During the early stages of a private company’s lifecycle, the necessary capital comes from “angel investors” who are willing to bear high risk for potentially high rewards. During the Great Recession, many potential angels sat on the sidelines. With the U.S. economy starting to show signs of life, however, those angels are looking to re-engage. This class presents topics including: risks and rewards of private company investments; locating investment opportunities; analyzing prospective deals; negotiating favorable investment terms; protecting your investment; and the investor’s role post-closing.

 

EMERGING BUSINESS SEMINAR – To Be Announced

Wednesday, August 1st / 7:30-9:30am / SkySong (Scottsdale & McDowell) / FREE  [Register]