Developments in Private Placements

08 Oct 2014 08:15 a.m. - 09:45 a.m.

Morrison & Foerster LLP
250 W 55th Street
21st Floor
New York, NY 10019
Harrison Lawrence
(212) 336-4004

During this session we will provide a brief update of Rule 506 and Rule 144A, as amended as a result of the JOBS Act, and discuss the special concerns that issuers, placement agents, existing investors and others may have in connection with private offerings. We will address the CFTC’s relief for funds that seek to use general solicitation, and discuss investor verification, including best practices. We also will discuss how different participants are using accredited investor crowdfunding and matchmaking sites.


  • Anna Pinedo
  • James Waldinger, CEO, Artivest
  • Tymour Okasha, Assistant General Counsel and Director, Bank of America Merrill Lynch
  • Kiran Lingam, General Counsel, SeedInvest




Unsolicited e-mails and information sent to Morrison & Foerster will not be considered confidential, may be disclosed to others pursuant to our Privacy Policy, may not receive a response, and do not create an attorney-client relationship with Morrison & Foerster. If you are not already a client of Morrison & Foerster, do not include any confidential information in this message. Also, please note that our attorneys do not seek to practice law in any jurisdiction in which they are not properly authorized to do so.