The Future of Investing and Raising Capital with Gene Trowbridge

About this episode

Kent Ritter interviews Gene Trowbridge about potential changes to accredited investor rules and the implications for investing.

On this week’s episode, Kent is joined by Gene Trowbridge. Gene, a veteran securities attorney and former syndicator, breaks down potential SEC and Congressional changes to accredited investor rules, including proposals to exclude retirement accounts from net worth calculations, raise income and net worth thresholds, or introduce a qualifying exam. They also explore the debate over allowing 401k funds into alternative investments, the regulatory gray area around finders and referral compensat...

People in this episode

Host: Kent Ritter

Guest: Gene Trowbridge

Topics covered

• investing
• capital raising
• accredited investor rules
• retirement accounts
• alternative investments
• regulatory changes

Keywords

• investing
• capital raising
• SEC
• Congress
• accredited investor
• retirement accounts
• 401k
• alternative investments
• regulatory changes

Mentioned in this episode

Organizations: SEC, Congress