The Largest Event for Reg A+, General Solicitation, and Raising Capital Online
“The Crowdfunding Conference is the place where the most important players will convene for two days of education and networking. It’s where you’ll meet with thought-leaders in this rapidly expanding industry and discuss opportunities with companies raising capital.”
Great events begin with timely programming and exceptional speakers. As we develop the agenda, we look for dynamic speakers with innovative ideas. We tend to prefer speakers who can impress the audience with well-crafted and timely presentations.
Topics Include:
- Market Trends: The current state of raising capital using general solicitation, Reg A+ and Reg CF
- Picking the Right Exemption: Attributes of successful deals for Titles II, III and IV of the JOBS Act
- Update on FINRA’s new rules and the issues on which they’re focused
- Legislative and Regulatory Update: Changes you should expect from Congress and the SEC
- Legal Update: Blue sky laws impacting crowdfunding
- Limiting liability by segregating your Title III crowdfunding portal from your broker-dealer
- Sector Update: UK crowdfunding, real estate, and other sector performance
- Industry Innovation: Insurance products for the crowdfunding industry
- What the hiccup in marketplace lending means for equity platforms
- State of the Market: Current industry fees for success based and fixed-fee deal marketing
- Regulation A+: Mechanics of the deal and how to finance a successful Reg A+ offering
- Deal Distribution: The use of broker syndicates, advantages and complexities
- Online Advertising: The battle for deal advertising among brokers, platforms and traditional advertisers
- Deal Marketing: How to get good value for your dollar and developing a realistic budget
- Broker-dealer Considerations: Whether preference based investor targeting is a “recommendation” that requires broker registration
- Using general solicitation to find investors and build engagement while avoiding “list fatigue”
- Navigating the fuzzy line between private placements and public solicitations
- Understanding 10b-5 liability for brokers, marketers and advertisers
