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EPB, PFCU & AICC Present: Group Investors Conference

  • Sunday, May 07, 2023
  • 1:00 PM - 3:00 PM (EDT)
  • Platinum Federal Credit Union 1815 Satellite Blvd. Bldg. 200, Duluth, GA 30097

Registration

  • Link will be sent on Saturday the 6th by 5.00pm EST

EPB, PFCU & AICC Present: Group Investors Conference

A Look into the What's & Hows of Trending Investment Practices

  • Attendees will learn:
    • What “private investment groups” are about; what types of investments are normally made
    • How private investment groups are formed
    • Standard terms in private investment deals
    • Formal and legal structures/documentation for properly and legally creating these groups
    • What is “securities” compliance and who is the SEC? Why does that matter in these investments
      • What is a joint venture v. a private investment deal
      • Accredited investor requirements and more
      • What happens if you break the rules
    • Checklist for passive investors; checklist for group sponsors



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