This program provides information and advice on the types of capital available to a business and how to structure debt and equity capital investments to grow the organization.
Various types of debt capital, including firm principals, banks, peer to peer lenders and the Small Business Administration, available to a business are reviewed and discussed. Preparation of a loan package for obtaining a loan is also discussed.
The structure and process of obtaining equity capital as well as the various providers, including private investors, angle investors and venture capital firms, are reviewed and analyzed. The preparation of a Private Placement Memorandum and various securities and crowdfunding rules are explained. The documentation required when obtaining debt and equity financing is also reviewed.
Review Questions: Raising Capital for Your Business
Final Exam: Raising Capital for Your Business
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oseph J. Ori, is President and Chief Executive Officer of the company and is responsible for all business of the company. Mr. Ori is a highly accomplished real estate and corporate finance executive with significant knowledge and experience is all facets of commercial real estate including; investment, finance, capital markets, development, capital raising, management, brokerage and advisory services. Mr. Ori has completed more than $3,200,000,000 in real estate/corporate finance transactions since 1981. As a real estate executive, Mr. Ori has been a decisive leader with proven success in capital raising, deal structuring, investment strategy and strategic planning for producing profitable growth for both start-up and large real estate organizations.
Prior to forming Paramount, Mr. Ori was Senior Vice President of NRC Realty & Capital Advisors, Chief Investment Officer of Rhodes Group, LLC, a Las Vegas based land and home developer, President and Managing Partner of Rochdale Property Ventures, the real estate investment group of Rochdale Investment Management, a New York based investment management firm, Practice Director of the Chicago Real Estate Advisory Group of BDO Seidman, LLP, a National Accounting and Tax firm, Founder and President of Paramount Securities Corporation, a real estate investment bank and broker dealer, Senior Vice President of Southmark Funding Corporation, the financing subsidiary of Southmark Corporation, a Dallas based Fortune 500 Company, Assistant Vice President Acquisitions of VMS Realty, Inc., a Chicago based real estate investment and syndication firm and Senior Auditor of Laventhol & Horwath, a Chicago based and national CPA firm.
Mr. Ori has a Bachelor of Science degree in Accounting from Southern Illinois University, an MBA in Finance from DePaul University and completed an executive program in Financial Management at Harvard Business School. He is a licensed real estate broker in California, a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA). Mr. Ori is also an Adjunct Professor of Finance at Santa Clara University.
Mr. Ori has authored numerous articles on real estate financing, deal structuring, portfolio diversification and industry trends in leading real estate and finance periodicals and is an active speaker at industry seminars and events.
Executive Program in Financial Mgmt., Finance : Harvard Business School - [2000 to 2000]
MBA-Finance, Finance : Kellstadt Graduate School of Business (at DePaul University ) - [1981 to 1983]
BS-Accounting, Accounting : Southern Illinois University Carbondale - [1973 to 1978]