Bethany is a fun interview. She is one of the most entertaining securities lawyers I know and she is an investor too. She mentions her boutique hotel in Belize several times in the show.

Some topics we covered include:

Burned out on Litigation and Law but Found Syndications
Falling in Love with Real Estate Law and the people
EB5 Funds
Staying in your lane
Substantial duties for legal compliance in raising capital
Issuer Exemptions
Look at deals through the eyes of regulators
Investor relations are not enough to constitute substantial duties
Joint Ventures can start to look like syndications
The SEC makes determinations based on Facts and Circumstances
Entity Accreditation Status
Regulation CrowdFunding (benefits and limitations)
Fund of Funds Overview
Ways to appropriately get paid as a fund manager to avoid problems
Can you start a fund that only invests in one deal? (SPV Fund of Funds)
You have to show The SEC how you provided value
How to get banned from capital raising

Find Bethany at https://www.premierlawgroup.net/ and bethanylaflam.com/bubbles/

Book a call with Ruben at calendly.com/rubengreth

Hang out with other capital raisers, fund managers, and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com

If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com

Get The Family Office Club yearly membership for $2,000 off by using discount code: capitalraiser at familyoffices.com and do it now because prices go up yearly!

Check Out InvestNext! Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com

Daf Yomi Makkos Daf 6 by R’ Eli Stefansky