68. Spotting Red Flags in Syndication Documents feat. Dugan Kelley

Have you ever received the legal documents for a syndication and been unsure of what to look for? The legal documents are a foundational component of syndications, but understanding them and being able to spot red flags are critical skills. In this week’s episode, co-hosts Bob and Ben Fraser are joined by Dugan Kelley, a top SEC Attorney, who has overseen $5B worth of transactions. Watch this week’s episode to learn how to read and understand the legal docs and especially the red flags to watch out for.

Get started and download your free economic report today at https://aspenfunds.us/report

Read the full transcription https://aspenfunds.us/podcast/spotting-red-flags-in-syndication-documents-feat-dugan-kelley/

Connect with Dugan on LinkedIn – https://www.linkedin.com/in/dugan-kelley-0019b435/

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Ben Fraser Podcaster

Prior to Aspen, Mr. Fraser was a commercial lender at First Business Bank specializing in government backed loan originations (SBA & USDA), for one of the top SBA lenders in the nation. Prior to that he was a commercial credit underwriter for Crossfirst Bank, personally responsible for underwriting over $125MM in C&I and CRE loans across a variety of industries.

Prior to that, he worked for Tortoise Capital Advisors, a boutique asset management firm in energy infrastructure investments, and helped grow their institutional managed accounts from ~$3BN AUM to ~$7BN AUM. Ben was responsible for responding to all institutional RFPs from interested institutional investors.

Ben completed his MBA from Azusa Pacific University, and his B.S. in Finance from the University of Kansas, graduating magna cum laude.