zInvestor Education Series

Guests may attend one zInvestor session prior to becoming a ZINO Society member. Membership is required for sessions beyond that.

All meetings are from 11:am~1:00pm, a working lunch is provided.

All zInvestor sessions are held at the offices of Davis Wright Tremaine 1201 Third Avenue Suite 2200
Seattle, Washington 98101-3045

Schedule:

Convertible Debt Offerings

~Tuesday, October 7, 2008~

This session will cover the ins and outs of convertible debt offerings. When are these types of offering, as opposed to equity offerings, appropriate? We’ll also discuss issues such as: (1) mandatory vs. optional conversion; (2) tax issues; (3) conversion discounts; (4) warrant riders; and (5) security agreements.

Choice of Entity

~Wednesday, November 5, 2008~

C corp. vs. S corp. vs. LLC. Which is the best choice for the business you are investing in? This decision depends on a number of factors, including: (1) future exit strategies; (2) future funding expectations; (3) employee incentive plans; (4) tax expectations; and (5) state tax complexities. We will guide you through the factors that drive this key decision for every business

Warrants

~Wednesday, December 2, 2008~

Have you ever wondered what legal provisions should be in the warrant you are receiving? What provisions do sophisticated investors demand? We will guide you through the ins and outs of the provisions that you will want to make sure are included in your warrants.

Thank you to our zInvestor Education Series Sponsors:

See our calendar for event details.

For additional information, contact RJ Humphries r.brown@zinosociety.com or call (206) 621-0466.

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