Bethany LaFlam Preview: Conscious Wealth, Raising Capital and OPE

05/02/24 • 0 min

Bethany gives her two cents on the best ways to raise capital, creating conscious wealth in real estate, doing epic shit, empowering young women and leveraging other people's everything.

In the full episode, we covered the following:

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

Bethany gives her two cents on the best ways to raise capital, creating conscious wealth in real estate, doing epic shit, empowering young women and leveraging other people's everything.

In the full episode, we covered the following:

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!

Previous Episode

RMS5 Richard Wilson: Unlocking Investor Influence

Over 17 weeks, we will be studying advanced Capital Raising techniques as taught by Richard from all his experiences at the Family Office Club.

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

Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to [email protected] or on her LinkedIn at Holly Calliendo and do it quickly because prices increase periodically!

Next Episode

CRS306 Bethany Finch: Intentional Living and Wholistic Investing

Bethany blew the doors off when she broke down how she impacts the communities she invests in. Talk about doing good by doing well!

Some topics we covered include:

Partnering with her husband and converting him into a GP
The first syndications
Asset Management in the early days
Capital Raising came later
Managing a fund
The most prominent deals
Plans for a debt and equity evergreen fund
Setting up a business that will grow even after death
Setting up expectations for partners with roles and responsibilities
Which asset classes are attractive
Wholistic approach and giving back to the community
Kingdom REI Mastermind
Bethany’s Diary of a Remote Investor Vlog
Scaling a Youtube channel
Creating a follow-up system for your capital raising

Find Bethany at https://americanmadehomesolutions.com/

Get Free Tickets to the Capital Raise Summit at strategiccapitalraise.com

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!