4 Questions an Investor should Ask when investing in a Securities Offering
Gene Trowbridge Overview:
Many businesses need to raise money from members of the public to fund their growth. Investors who are approached by Sponsors who are looking to raise money need to know the basic questions to ask before they invest.
Why you should Attend:
- Investors generally are not familiar with investing in Securities Offerings
- Investors need advice in what questions to ask a Sponsor when being offered an opportunity to invest
- Investors are often apt to not invest with a Sponsor and do nothing instead, passing up possible lucrative opportunities
Areas Covered in the Session:
- Discuss the Current Securities laws
- Demonstrate the effect of proposed changes in the Securities laws
- Alert attendees to mistakes that Sponsors make
Who Will Benefit:
- Any Individual
- Group, or Business who needs to raise money from outside investors
Speaker Profile
Gene Trowbridge , a 50+ year veteran in commercial real estate, has experience as a broker, real syndicator, and securities attorney for the past 30 years. As a syndicator, Gene built over 20 self-storage facilities in Southern California representing over 850 investors, raising money from SEC broker dealer community.
Making a career change at 45, Gene graduated from law school and started a legal firm specializing in real estate syndication and crowdfunding. His firm, Trowbridge Nieh LLP, has represented over 800 syndicator groups who have raised approximately $8 Billion dollars in equity or debt in over 1,000 offerings.
His hands-on experience has enabled him to help the “rookie” syndicator groups just getting started and the more experienced syndicator groups advance their business.