Day One - February 9th, 2017

8 to 9

9 to 9:15
Welcome and Introduction
Sydney Armani, MC


9:15 to 9:35
Brian Korn

9:35 to 9:55
Scott Purcell

9:55 to 10:15
Joan Dromey

10:15 to 11:15
Research on Reg CF, and Regulation A+
Marty Tate - Brian Korn - Amy Wan

11:15 to 12:15
Broker Dealers Regulation Stock Share and CPA Requirements
Craig Denlinger - Joan Dromey - Scott Purcell


1:30 to 2:10
View form Silicon Valley, Future of EB5
Michael Homeier - Jor Law

2:10 to 2:30
Angel/CF investing
Merely Taking the Risk Out of VCs
Amilcar Chavarria

2:30 to 2:50
Gene Massey

2:50 to 3:10
Crowdfunding CPA
Craig Denlinger

3:10 to 4
Crowdfunding Markating
Sydney Armani - Amilcar Chavarria

4 to 5
-Exploring Title II
-Why it dominates and will continue to dominate crowdfunding
Roger Royse - Marty Tate

day Two - February 10th, 2017

9:30 to 11:45
Round table - Pros and Cons of Crowdfunding Investments

Conference Agenda


Silicon Valley vs Crowdfunding
-The differences between traditional Silicon Valley angel/venture finance vs crowdfunding

Liquidity for the private securities space
-What initiatives are being pursued to create secondary markets or other means
-Effect of IPO window

Quality Assurance
-Aftermarket performance of Reg A+ deals
-Aftermarket performances of CF deals
---Batting averages of platforms
---How do they compare with the VCs, and is that an appropriate comparison
---Has angel/CF investing merely taking the risk out of VCs
-----Higher crashes and burns;

Discussion of the business model of CF
-With the exception of Rocket Hub, has there been any exits of CF businesses?
-Is the model actually building something of value or is just replicable simply with an outsourced technology solution
---What is proprietary in these models
-----All the investors belong to multiple platforms.
-If the value of these platforms were of value, why did Goldman Sachs create Marcus as a de novo play rather than buying Lending Club or Prosper? Suggests little inherent value in the tech, logistics, clientele, or anything.

Regulation A+
-Many of the Reg A deals got pulled this last year. Is this offering type holding up to investor interest.
-Same with Title I IPOs
-Need research on Reg CF, Reg A+ and other offerings. How much was raised, and how have they performed.

Rule 506(c) - Title II
-Exploring Title II
-Why it dominates and will continue to dominate crowdfunding