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W&S Annual Conference: Raising Capital Online

Annual Conference: Raising Capital Online

LIMITED TIME ONLY – RSVP BEFORE SEPTEMBER 1ST AND GET A $50 DISCOUNT!

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   —————  AGENDA ————-

 8:00am – 9:00am: Networking & Coffee 

9:00am – 9:20am: Introductions & Background 

9:20am – 10:30am: Forms, Types & Methods For Raising Capital Online 

a.  Donation-Based Crowdfunding

b.  Rewards-Based Crowdfunding

c.  Subscription-Based Crowdfunding

d.  Peer-to-Peer Lending

e.  Net Revenue “Offerings”

f.   Debt Offerings

g.  Mezzanine Capital / Convertible Debt Offerings

h.  Equity Offerings

BREAK 

10:45am – 12:00am: An Overview Of The Regulatory & Compliance Scheme

a.  Regulation D: Rule 506C

b.  Regulation A /  Regulation A+

i.  Tier I;

ii.  Tier II.

12:00pm to 1:00pm: LUNCH BREAK 

1:00pm – 1:45pm: Federal & State Filings

a.   Federal (Securities & Exchange Commission)

b.   State Filings (Blue Sky Filings)

i.   When Federal Preemption Applies

ii.  Why New York State Is Different Than Any Other

1:45pm – 2:45pm: The Private Placement Memorandum 

a.  When Is A PPM Required?

b.  The Role Of A PPM When Raising Capital

c.  Core Components Of A PPM

2:45pm – 3:00pm: BREAK

3:00pm – 4:30pm: Panels On Critical Considerations

a.  Intellectual Property

b.  Tax Considerations

c.  Post Closing & Ongoing Considerations

Closing

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