Almost every start-up needs to raise capital (unless you have a generous and wealthy uncle). Since only a tiny amount of companies are publicly traded, and an even smaller number of start-ups have an Initial Public Offering at their inception, private placement is an essential tool in the start-up lawyer’s repertoire. Attorney and Start-up Specialist Todd Kulkin is here to give you the basics of understanding and managing private placement, so that you can begin to raise capital for your clients.
I. Anticipate the need for a private placement
II. Understand the SEC registration requirements for the sale of securities in privately-held companies
III. Advise your client in self-valuation
IV. Successfully navigate SEC Rules 504, 505, and 506
V. Distinguish between different types of capital raises and where each shines
VI. Master the SEC private placement procedures
VII. Support your clients through the private placement process
VIII. Identify the different entity types as they apply to private placements
Todd P. Kulkin practices in the areas of corporate, securities, and not-for-profit law. He is risk management and strategy focused, having graduated with a concentration in Financial Transactions from University at Buffalo (SUNY) Law School in the aftermath of the 2008 financial crisis. Todd now serves as outsourced general counsel for start-up companies, corporations, and not-for-profit organizations in the United States and abroad.
Todd began his legal career representing and advising Fortune 500 companies at one of the largest law firms in the US. In 2012, he departed that firm to open his own practice and joined the Warren Law Group in 2020.
He has been honored by the Reuters publication Superlawyers as a “Rising Star” in business law for the New York Metro Area from 2014-2020. Only 2.5% of attorneys under the age of 40, or having been in practice less than 10 years, in the New York Metro Area are given this distinguished honor.
A consummate educator, Todd is dedicated to empowering his clients with the knowledge needed to accelerate growth and mitigate risk. He regularly teaches other attorneys about corporate, securities, and not-for-profit legal issues and is often contacted by those attorneys for advice.
Todd is excellent. Information and presentation get high marks.
Needs updates wrt SEC Rule changes
Todd is a great presenter of info.
Basic program, but good refresh. Todd brings a lot of emotional intelligence to his game -- well done
The material was very well presented and the coverage was beyond good given the limited amounts of time. For future programs, I would suggest giving at least a full hour to SEC Rule 506. It is the Rule used for most private placements and has many nuances that cannot be covered in a short presentation.
Really Super Courses
He was great.
excellent overview. knowledgeable instructor
Very knowledgeable presenter.
Outstanding substantive program. Very well done.
Good baseline program, it makes me want to check out Todd's other CLE's. Easy to follow and good information.
Among the best instructors around.
I like the speaker/presenter. He has a nice and pleasant voice.
I would like more and more detailed content on this topic.
Great review of basics to Private Placements!
Todd's presentations are fantastic, the kind of lectures that you wish you would have heard in law school.
This was a very helpful CLE for a non-securities lawyer to get an introduction to exempt offerings.
This guy was very good -- Todd Kulkin
Todd is very good.
Another great CLE from Atty Kulkin
Very well done
Presenter Kulkin is excellent - easy to listen to and follow.
great speaker. i see this cle credit is about to expire. you should have him back for new program.
Please have Todd Kulkin do more classes. I am running out of his presentations!
Terrific lecturer. Really seems to enjoy the subject matter and conveys it in a most relatable way.
Will definitely view Todd's other presentations !!
The presentation style was energetic and affable for such a complex and intimidating subject. Excellent job!
Outstanding course -- 5 stars!!
I thought Todd was one of the best instructors I have had so far. I will be taking many of his other courses because of his knowledge and presentation skills.
excellent presentation and depth with useful examples
Great lecture. Very informative.
Good pacing and excellent topic
This was a very informative course.
Another great program.
atty kulkin was an excellent source of information good speaker also
He highlights useful information.
Another great program by Kulkin. His summary of the rules was in-depth but also clear and interesting.
Really easy to follow this attorney's presentations! Great job.
He's really good and easy to understand
EXCELLENT - ALOT OF NUGGETS IN THERE IN A EASY TO FOLLOW AND COMPREHEND MANNER - I INTEND TO LISTEN TO AGAIN - EXCELLENT!
alot to cover in short time and it was detailed
First rate presentation.
This is an excellent course. I watched it twice.
5 stars Fantastic overview
very good overview
Course is very basic but good for those who have not worked in this area.
This speaker is great. Second course I have had with him. Very engaging.
Speaker was interesting and engaging on a subject that is by nature very dry.
Good CLE. Very interesting.
Very interesting - thank you!