February 28, 2019 @ 10:12 pm By JD Alois  |  

Last September, the Consumer Financial Protection Bureau (CFPB) issued a statement on their proposed regulatory sandbox – a concept trailblazed by the UK Financial Conduct Authority (FCA) and since embraced by multiple regulators around the world. At the time of the earlier announcement, the CFPB… Read More

December 10, 2018 @ 9:08 am By JD Alois  |  

While insurance may not be considered a ‘sexy’  industry it is incredibly important (most people consume it) and absolutely enormous at an estimated $4.1 trillion of annual gross premiums paid. Innovations in the insurance sector may transform the industry to a degree far beyond what… Read More

June 30, 2018 @ 5:18 am By JD Alois  |  

The Milken Institute has officially launched their Fintech Advisory Committee – a group that was previously revealed during Milken’s annual conference in Los Angeles. Jackson Mueller, head of the Fintech program at Milken, said that the cost of financial intermediation has largely remained unchanged for 100… Read More

February 11, 2018 @ 9:50 am By JD Alois  |  

Speaking at the Milken Institute’s first MENA Summit in Abu Dhabi this week, Cameron Winklevoss explained his opinion that Bitcoin is poised to disrupt gold – in fact it is better than the world’s most favorite commodity safe haven. The Winklevoss twins became well-known because… Read More

August 5, 2017 @ 7:50 pm By JD Alois  |  

  The digitization of finance is upon us. Fintech is rapidly changing all aspects of the financial services sector but different countries are adapting at different paces – regulation is largely why. Jackson Mueller, writing for the Milken Institute, hosted several roundtables earlier this year… Read More

March 24, 2017 @ 4:15 pm By JD Alois  |  

The Milken Institute Center for Financial Markets, a non-partisan think tank with a mission to increase global prosperity, has published a document on modernizing financial regulation in the US.  Most regulations overseeing the financial services sector were written for an analog world. There is a… Read More

June 14, 2016 @ 12:11 pm By JD Alois  |  

In 2011, an average of 8,000 small and micro businesses were denied funding each day from traditional banks. This statement is not from some fanatical Fintech entrepreneur but our current Secretary of the Treasury, Jack Lew.  It is this profound gap between demand, and supply,… Read More

February 27, 2016 @ 2:49 pm By JD Alois  |  

For many small businesses to thrive, they need access to capital.  A promising business must be able to find financing to grow their business. If you do not have sufficient cash on hand you must go elsewhere. Typically SMEs start with the proprietor using their… Read More

August 8, 2015 @ 7:45 pm By JD Alois  |  

The Milken Institute publishes an annual Global Opportunity Index that tallies the countries where it is easier to do business and thus foster companies that can be competitive on a global basis. This is important because while all businesses start small, most would love to scale… Read More

April 27, 2014 @ 12:00 am By JD Alois  |  

Global Conference 2014 Who Attends? Now in its 17th year, the Global Conference annually attracts 3,000 leaders in business, finance, government, public policy, academia, philanthropy, law, science, news media and more. These individuals represent some of the world’s top firms, organizations, universities and governments. Attendees… Read More

September 24, 2013 @ 9:33 am By Charles Luzar  |  

Yesterday general solicitation became legal for issuers opting to make use of the newly-minted Rule 506(c) of Regulation D. The option was added to Form D yesterday, which is available on the SEC’s web site. Some news outlets reported that Form D had to be filed… Read More

July 28, 2013 @ 11:11 am By Charles Luzar  |  

Daniel Gorfine is the Director of Financial Markets Policy at the Milken Institute. He has long been a balanced, pragmatic voice in the crowdfunding conversation, which is why his recent piece in Washington Monthly should be cause for concern. It’s important to note that the… Read More

April 30, 2013 @ 10:08 pm By JD Alois  |  

Steve Case, Jobs Act / Crowdfunding supporter, is participating in the Milken Institute Global conference, talks about the importance of entrepreneurship. He also mentions immigration reform which is a current topic in congress.

February 13, 2013 @ 8:25 am By JD Alois  |  

  Watch the latest video at video.foxbusiness.com   Daniel Gorfine, Director, Financial Markets Policy and Legal Council at the Milken Institute, was interviewed yesterday on Fox Business regarding the Jobs Act and crowdfunding.  If you have 6 minutes the interview is worth watching.  Gorfine and… Read More

February 5, 2013 @ 8:11 am By WSJ.com  |  

A tectonic shift is under way in how companies raise money—and it will have a profound impact on U.S. investors and markets. According to the Securities and Exchange Commission’s most recent estimates, businesses have been raising more funds through private transactions than through debt and… Read More