Sep 6, 2021

Title: Investor and Sponsor Syndication Dynamics with Amy Wan

Amy Wan is the Founder & CEO of Bootstrap Legal, which automates real estate syndication legal documents, and a Partner at Sosnow & Associated, a securities law firm. She hosts The Law and Blockchain Podcast and has authored the Bloomberg Law practice guide to ICOs and Lexis Nexus' Private Equity practice guide. Previously, she was a Partner at a boutique securities law firm and General Counsel at a real estate crowdfunding platform. Amy founded Legal Hackers LA, which programs around the intersection of law and technology; was named one of ten women to watch in legal technology by the American Bar Association Journal in 2014 and one of 18 millennials changing legaltech by law.com in 2018; and was nominated as a Finalist for the Corporate Counsel of the Year Award 2015 by LA Business Journal.

Amy has also worked in international regulatory and trade policy at the U.S. Department of Commerce, and was a Presidential Management Fellow at the U.S. Department of State and U.S. Department of Transportation. She holds an LL.M. in Public International Law from the London School of Economics and Political Science, a JD from the University of Southern California Gould School of Law, and a BA in Biological Sciences from the University of Southern California.

Let’s tune in to her story!

[00:01 - 05:00] Opening Segment

• Get to know my guest Amy Wan
• Amy Wan talks about her life and career 
• • Having to end her international career
  • Finding her way to beginning Bootstrap Legal

[05:02 - 10:26] Securing Your Real Estate Syndications

• Regulatory requirements in real estate syndications
• Exemptions in registering an offering
• • Wolf 506 B under regulation D
  • Rule 506 C
• What you should know before investing in a deal

[10:27 - 22:29] Investor and Sponsor Syndication Dynamics

• The Waterfall Structure
• • Fully understanding what you’re getting
  • The different waterfall structures
• Refinancing and paying back investors 
• Amy talks all about fees
• • Standard fees in real estate syndications
• Legal ownerships in a company, Class B and Class A ownerships

[22:30 - 24:31] Closing Segment

• Final words
• Connect with my guest, Amy in the links below

Tweetable Quotes

“It’s not uncommon in the industry for sponsors to get sued by their own investors.” - Amy Wan

“Always be sure to ask your sponsor.” - Amy Wan

“People should be looking at government provisions to fully understand what their rights are when things go south.” - Amy Wan

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Reach Amy through amy@blingfi.com and LinkedIn

Check out her website: https://www.bootstraplegal.com/ 

WANT TO LEARN MORE?

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Or send me an email sujata@luxe-cap.com 

Visit my website www.luxe-cap.com or my Youtube channel

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