About the Workshop

Here’s what people
are saying about
Ultimate Group Sponsor
Workshops

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There is no learning experience more powerful than face-to-face interaction at one of Gene’s Ultimate Group Sponsor Workshops. The list below is just the skeleton of the substantive material that is fleshed out over three days:

a. Which ownership structure is right for your investors?

Tenant in Common (TICs)
Limited Liability Company (LLC)
Limited Partnership (LP)

b. Money raising and the securities laws

Which securities laws will apply to you?
How can you raise money while working within the security laws?

c. Financing and structuring your transaction

How do you go to get your deal financed?
How to structure your deal to satisfy the investors and you.

d. Review of the Private Placement Memorandum

Disclosure Document
Operating Agreement
Subscription Agreement and Offering Questionnaire

e. Wrap Up

Answers to the 5 Most Asked Questions about being a Group Sponsor
Mistakes you will want to avoid
What's Next?

Ultimate Workshops also include three luncheon forums where:

A panel of lenders, experienced in funding loans for group investments, discusses the current lending environment.
An expert details how investors can use their self-directed IRA and 401K plans to invest in syndications.
Active syndication clients share their experiences with other participants.


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