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 Kulkin specializes in providing legal advice to small/medium sized businesses, start-ups, and non-for-profit organizations. He started his legal career at a large New York law firm. While working for that firm, his time was split between two practice areas: general liability defense and providing corporate and regulatory advice to major corporations. He uses his experience as a civil defense litigator to advise clients about their liability posture and how to mitigate. He left the firm to start his own practice in 2012 and, since then, has expanded his expertise to intellectual property and socially responsible entrepreneurship. Todd graduated with Honors from Brandeis University and with a J.D. in Financial Transactions from University at Buffalo (SUNY) School of Law.
An animal lover, Todd sits as Director of Corporate Relations for Mighty Mutts & Meows: a no-kill, 501c3, all volunteer animal rescue organization in New York City.
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!