Crowdfunding 2015

Topics

• What has been the short history of crowdfunding - success or failure?
• What is the JOBS Act?
• What is a funding portal?
• Who can invest in crowdfunded offerings?
• What are some of the funding portals that exist today?
• What are some of the types of investments?
• What are the fees that may be charged?
• Should this market be regulated and to what extent?
• Do these securities trade in the open market?
• How important is due diligence in the crowdfunding process?
• Has the SEC completed the process of writing all the rules?
• What is the exit strategy for securities purchased in this manner?
• What are the different types of crowdfunding intermediaries?

Who should Attend

• Branch Managers
• Bank/Financial Institution Managers
• Compliance Managers
• Broker/Dealer Management
• RIA Management
• Compliance Analyst/Investigators
• Pension Funds
• Registered Investment Advisors
• Payroll
• HR
• Family Offices
• Accountants
• Other Financial Intermediaries
• Due Diligence Departments or Individuals
• Accredited Investors
• Corporate Management
• Small Business Owners
• Investors
• Directors, CEOs, CFOs
• Self Employed Owners and Startups
• Finance Officers
• Asset Managers