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Financial Poise Weekly Rundown

Note: Episodes 1-74 were produced under the name “Accredited Investor Markets Radio”. We changed the name to “Financial Poise Radio” starting with Episode 75.

Sep 23, 2014

There has been much discussion about the changes that may be coming in the wake of the recent SEC Investor Advisory Committee meeting, where they considered changing the definition of the term Accredited Investor. In Episode 2 of Accredited Investor Markets Radio, Alicia Purdy explores what this proposal means with guest, Robert Rapp. Robert, a partner in the Securities and Capital Markets Practice of Calfee, Halter & Griswold, LLP. He weighs in on the impact of changing this definition, the thought process behind it and what to expect moving forward.  

Learn more about SEC Regulations and what it means to be an Accredited Investor by visiting our site,

Learn more about Robert Rapp by visiting

     Bob is Distinguished Practitioner in Residence at the Case Western Reserve University School of Law, where he teaches Securities Regulation and Law, Theory and Practice in Financial Markets. Bob is also a partner in the Securities and Capital Markets Practice of Calfee, Halter & Griswold LLP in Cleveland, Ohio. He handles financial market regulatory, compliance and related administrative and civil litigation matters, for a wide range of market participants and financial intermediaries. Bob is a noted author in the field of securities law and financial market regulation. His work has been published in numerous law journals and cited by courts including the United States Supreme Court. He lectures frequently on capital markets issues. Bob is the author of Blue Sky Regulation, the definitive treatise on state securities regulation in the United States, and is a principal contributing author for Federal Securities Act of 1933 (Matthew Bender Lexis/Nexis).