EPB, PFCU & AICC Present: Group Investors Conference

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