Jason has been showcased in panel and individual presentations in a number of Tech and Marketing conferences, along with over 180 Episodes of his “Test. Optimize. Scale.” Podcast. He is also committed to a number of thought leadership content projects for 2025, including the Forbes Agency Council and Crowdfunding Professional Association Board. Jason manages a Los Angeles team with experience in all aspects of the user journey
Details of Mr. Fishman’s achievements and recommendations can be viewed on his LinkedIn profile.
Scott McIntyre. 2024 marked Scott’s 9th term as Chairman of the CfPA’s Board of Directors, having served in leadership since formation in 2012, including four terms as President & Chair.
Complementing his work at CfPA, Scott founded 501(c)3 non-profit WEconomy-US, Inc. to implement the breakthrough economic development platform he co-authored, the Sustainable Communities Framework (SCF). Scott serves as a director and advisor to both the Sustainable Communities Foundation, a 503(c)3 fiscal policy NGO responsible for the SCF, and at Community Vision Associates, helping preserve legacy neighborhoods sustainably and equitably with novel real estate strategies.
Scott is a proponent of regenerative agriculture, actively supporting the development of an industrial hemp ecosystem domestically. He is a partner at Renaissance Park Corporation, a JV-driven R&D firm based in Sausalito, California, and founded Ohio-based co-op Hemp Made Products (HMP) to help farmers and their communities prosper from the re-shoring of this important industry as shareholders, not just stakeholders. Scott served an interim role as CEO at Root Origins and at a unit of Groupo Venture Capital, a Chilean investment bank.
Scott is a lifelong entrepreneur and venture catalyst. His first startup, TheBigHouse, recently amalgamated several of Scott’s ventures under one roof, including strategy/media/capital firm Phabriq Development, and COventures, providing key technology and practical guidance for aspiring entrepreneurs and innovation communities.
Scott is a recognized pioneer in Education Technology since his role as a founding executive of REAL Education in 1994, the startup that built the first online education platform, launching worldwide as eCollege at IPO in 1999. eCollege is now a cornerstone of Education market leader Pearson, having acquired eCollege for $477 million in 2007. As a Director at The University of Toledo, Scott was responsible for designing and building the school’s first Office of Student Entrepreneurship and Engagement. Scott previously managed the State of Ohio’s Edison Technology Business Incubator and continues to mentor aspiring entrepreneurs.
Scott is active in impact investor communities both local and abroad, notably as an advisor to the 360 One Firm. Scott was invited by President Obama to The White House as a Champion of Change related to CfPA’s landmark work in Crowdfinance. He was also selected by the U.S. State Department to address the Finance Ministers of the European Union on the subject of Alternative Finance at a 2018 meeting in Vienna. Scott has consulted governments and addressed crowds in excess of 20,000 in China, Russia, India and Australia, and he maintains an active network of leading foreign alternative finance bodies with colleagues in over 20 countries.
Details of Mr. McIntyre’s work history, achievements and recommendations can be viewed on his LinkedIn profile.
Brian Christie is CEO of Brainsy, Inc. – an innovative SaaS company offering a white label social media engagement platform that can reward participants for their engagement and that can be owned by the community. Brian’s vision for Brainsy is that it will spawn thousands of social media micro-networks – each using their own incentive system and currency (optional) to reward their community of contributors.
Brian is also an Advisor at Crowdfund Holdings Innovators (CHI), a company that incubates innovative crowdfunding concepts and advises issuers on raising money through regulated investment crowdfunding. Brian has advised or invested in various start-ups and served in a board or executive role at companies such as LTVtrade, Promontory Interfinancial Network, and quantumStream. Specialties include: fintech, digital marketing, strategic alliance formation, impact investing, international business development and cross border transactions. He’s a fan of any movement, innovation, technology, law, or regulation that creates opportunities, serves the public interest, and levels the economic playing field.
Brian received a Bachelor of Arts in Political Science from Miami University and an MBA from Georgetown University
Sara Hanks, Founder and CEO of CrowdCheck, is an attorney with over 30 years of experience in the corporate and securities field. CrowdCheck provides due diligence, disclosure and compliance services for online capital formation. Its services help entrepreneurs and project sponsors through the disclosure and due diligence process, give investors the information they need to make an informed investment decision and avoid fraud and help intermediaries avoid liability.
Sara’s prior position was General Counsel of the bipartisan Congressional Oversight Panel, the overseer of the Troubled Asset Relief Program (TARP). Prior to that, Sara spent many years as a partner of Clifford Chance, one of the world’s largest law firms. While at Clifford Chance, she advised on capital markets transactions and corporate matters for companies throughout the world. Sara began her career with the London law firm Norton Rose. She later joined the Securities and Exchange Commission and as Chief of the Office of International Corporate Finance led the team drafting regulations that put into place a new generation of rules governing the capital-raising process.
Sara received her law degree from Oxford University and is a member of the New York and DC bars and a Solicitor of the Supreme Court of England and Wales. She serves as co-Chair of the SEC’s Advisory Council on Small and Emerging Companies. She holds a Series 65 securities license as a registered investment advisor. Sara is an aunt, Army wife, skier, cyclist, gardener and animal lover.
Jenny Kassan has almost three decades of experience as an attorney and advisor for mission-driven enterprises. She has helped her clients raise millions of dollars from values-aligned investors and raised over $3 million for her own businesses.
She is the author of Raise Capital on Your Own Terms: How to Fund Your Business without Selling Your Soul (Berrett-Koehler, October 2017).
Jenny earned her J.D. from Yale Law School and a master’s degree in City and Regional Planning from the University of California at Berkeley.
She served on the Securities and Exchange Commission Advisory Committee on Small and Emerging Companies. She submitted the petition to the SEC that led to the passage of the 2012 JOBS Act and was present at the White House signing ceremony.
Brian is the Founder of Crowdwise, LLC, and is an angel investor in 80+ private startups through equity crowdfunding.
He obtained a dual B.S. in Aeronautical and Mechanical Engineering from Rensselaer Polytechnic Institute in 2009 with a minor in Economics and French, and a dual M.S. in Aerospace and Mechanical Engineering from the University of Southern California in 2012.
After working as an engineering lead and manager at a Fortune 500 company for 10 years, Brian left the defense and aerospace industry to embark as an entrepreneur and founded Crowdwise in 2019.
Crowdwise is an online startup investing community focused on helping both investors and entrepreneurs navigate equity crowdfunding by providing courses, tools and educational content.
Samson is a classically trained anthropologist, finance and public health expert who advises Fortune 100 companies, executives and startups in Dubai, Washington, DC and Dublin, Ireland.
Samson learned his craft as Emergency Manager at Fannie Mae 2008 – 2016 and has since gone on to be a leading advisor to banks and financial institutions in the Dubai / Middle East North Africa region.
Samson’s focus is helping firms understand the latest human trends in fintech, digital transformation, the Space Economy and Low Earth Orbit entrepreneurship so that they can make profitable decisions for their bottom lines.
Follow Samson on Twitter/Instagram @MilkyWayEconomy or reach out to him on LinkedIn to follow the latest insights in his academic and market research.
Patrick Tracey is Director of Business Development for Morrow Sodali. In this role, Pat brings expertise in a number of areas including Proxy Solicitation – Activism – Corporate Governance Advisory – IPO Prep – Demutualization (Insurance Companies, Community Banks and Credit Union) – Stock Surveillance for Public, Private and Mutual companies.
Pat has an impressive history in the securities industry. He has worked with community banks and insurance companies who have raised capital via mutual-to-stock conversions, mutual holding company formations and sponsored demutualizations, including the historic MetLife demutualization and the 1995 stock offering by the Boston Beer Company to retail customers.
Pat is on the advisory board of Fordham’s Gabelli School of Business program in investor relations and has guest lectured at Fordham, New York University, Baruch College and DePaul University on investor relations topics. Pat is a graduate of New York University.
Blaine McLaughlin is the Chief Product Officer of VIA Folio, an innovative IPO, private and alternative investment platform that makes it easy for online platforms, issuers, investors, brokers and advisors to engage with IPOs, private and alternative debt and equity offerings. Part of Folio Investments, Inc., VIA Folio supports issuance, custody, servicing and secondary transactions in public and private equity and debt investments, and other listed and unlisted securities. McLaughlin joined the company in 2007, and has led retail customer acquisition and management, partnerships, portfolio acquisition, introducing broker services, and other business development activities.
McLaughlin previously served as a Director of Marketing and Analysis at Capital One for credit card and direct banking divisions, and as an officer in the U.S. Navy. He has more than 15 years of experience in the financial services industry, holds a degree in economics from the University of California at San Diego, and an MBA from the Wharton School at the University of Pennsylvania.
Jordan Fishfeld is the former CEO and co-founder of PeerRealty (sold), and current Chairman of the Board and co-founder of CFX Markets and OpenFinance Network, secondary market platforms for traditionally crowdfunded and digital assets, respectively. In this role, he focuses his time on strategic planning and general oversight in the new and growing digital marketplace. With over 8 years of compliance, legal, investing, and sales experience in regulated markets, Jordan understands the need for a single coherent voice in the crowdfunding and blockchain industries.
Prior to founding PeerRealty, Jordan worked as a finance attorney for Katten Muchin Rosenman, LLP, where he assisted on more than $1 billion worth of syndicated loan transactions.
Additionally, Jordan sits on the board of Upstart, a national non-profit tasked with bringing bold, new and innovative Jewish ideas to light through its accelerator and mentorship program.
Jordan received his Bachelor of Arts in Political Science and his Bachelor of Science in Business Administration from the University of Florida and his Masters of Business Administration and his Juris Doctor from the University of Miami, where he graduated Magna Cum Laude.
Over 35 years of experience in Information Technology with the majority of time being spent in the Financial Services industry. Possesses detailed knowledge of all aspects of the online capital formation/crowdfunding, international brokerage, hedge fund and asset management businesses. Able to recruit and motivate strong teams capable of solving mission critical business problems.
Has been involved in the alternative asset space since prior to the passing of the Jobs Act as the founder of CrowdClear a company formed to provide back office clearing and settlement services to firms raising capital using Regulation D. Currently works as the Director of Business Development for Koreconx, the premier supplier of technology and services helping firms manage all aspects of the investment lifecycle.
Devin is a journalist, author and educator. He calls himself a champion of social good. As a new-media journalist and founder of the Your Mark on the World Center, Devin has established himself as a champion of social good. As a Forbes contributor, with over 400 bylines and over
one million unique readers, he has become a recognized name in the social impact arena. His Your Mark on the World show, featuring over 900 celebrities, CEOs, billionaires, entrepreneurs and others who are out to change the world, gives him a recognizable face as well.
Previously, Devin served as the CFO of the third largest company on the 2009 Inc. 500 list. He also founded and led an NASD-registered investment bank. After completing a degree in finance at the University of Utah, he earned an MBA from Cornell University.
Having lived on three continents and visited over 30 countries on six continents and with guests from around the world on his show, Devin brings a global perspective to international audiences–from the UN to Nepal–empowering them to do more good and make their mark on the world. These lessons also enable them to change their personal lives and to drive positive change within their organizations. His books provide roadmaps to audiences on how to use money for good. His books have been read over 1 million times!
Today, Devin channels the idealism of his youth, volunteering whenever and wherever he can, with the loving support of his wife, Gail. Their son, Dayton, works in San Francisco.
Vincent Molinari is the CEO of Templum Markets, (FINRA Registered Broker Dealer and ATS) and Co-Founder of it’s parent company, Templum, Inc. He is also a Co-Founder and Co-Chair of the Blockchain Commission for Sustainable Development and is a Co-Founder and Co-Chair of Blockchain for Impact.
Vincent Molinari has nearly 3 decades of experience as a licensed person in the securities industry where he began his career at Lehman Brothers and later at Janney Montgomery Scott. He is a recognized thought leader on the modernization of securities law and the intersection of breakthrough innovation and technology solutions.
Vincent is an active Global Speaker on Market Infrastructure, Capital Formation, Blockchain, Digital Assets, Impact Investing, and the JOBS Act. He is the host of the Digital Assets Report filmed at the NYSE and has been invited to testify before the U.S. House of Representatives Committee on Financial Services, Subcommittee on Capital Markets, and Government Sponsored Enterprises. Mr. Molinari has also testified before The Securities and Exchange Commission’s Advisory Committee on Small and Emerging Companies regarding secondary market liquidity.
He has participated in authoring 16 Comment Letters and Petitions for Rule Change to the SEC and FINRA. In addition, he consults with members of Congress and Senate on these issues.
David N. Feldman concentrates his practice on corporate and securities law and mergers and acquisitions, as well as general representation of public and private companies, entrepreneurs, investors, and private equity and venture capital firms. Mr. Feldman also advises emerging growth companies with regard to alternatives to traditional financing through initial public offerings. He is also considered an authority on public offerings through the recently implemented SEC Regulation A+. Mr. Feldman also represents investors, social media sites, public and private issuers and applicants for grow and dispensary licenses in the emerging cannabis industry.
Mr. Feldman has authored four books on finance and entrepreneurship, and contributed to three other books. His latest book, Regulation A+ and Other Alternatives to a Traditional IPO (John Wiley & Sons), was published in March 2018.
Alon is the Managing Partner of Stacked Capital, an early-stage industry agnostic venture capital fund. Previously Alon was the co-founder, Chief Financial Officer, and Chief Technical Officer of crowdfunding platform RocketHub, acquired in 2015. Alon is a founding member of the Forbes Technology Council, and a Strategic Advisor to Zombie Soup (Artificial Intelligence, Virtual Reality, and games); he has twice testified in front of U.S. Congress on equity crowdfunding, co-authored three acclaimed whitepapers on the JOBS Act, and was selected to lead FINRA’s Capital Markets Series on crowdfunding. Alon oversaw RocketHub’s partnerships with the White House, U.S. Department of State, Fulbright Foundation, Cisco, Microsoft, Chrysler, and others. Alon has led large speaking engagements for organizations including American Express, TEDx, Campaign Summit, Re.Comm, and Make Innovation. Alon earned his M.Sc from Columbia University and was a fellow at the Earth Institute’s Advanced Consortium of Cooperation, Conflict, and Complexity; he specialized in genocide prevention and social network theory.
Jason Paltrowitz is Executive Vice President and Global Head of Business Development at OTC Markets Group, where he is responsible for all international and domestic corporate services new business and relationship management. Prior to joining OTC Markets in October 2013, Mr. Paltrowitz was Managing Director and Segment Head at JP Morgan Chase and was responsible for the custody, clearing and collateral management business in the Corporate and Investment Bank division. Mr. Paltrowitz started his career at BNY Mellon serving in multiple senior management positions, most notably as Head of M&A for the Financial Markets and Treasury Services Sector and 11 years in the Depositary Receipt Division as the Head of the Global Capital Markets Group. Mr. Paltrowitz also served as a member of the Board of Directors at OTC Markets Group from 2008 – 2011.
Mr. Paltrowitz holds a Bachelor’s degree in International Relations from Boston University and received his MBA from the NYU Stern School of Business.
Thell Woods, a former interim president of the CfPA, founded and currently serves as chairman of Crowdfunding Services LLC. The company helps establish “Community Centric Crowdfunding” programs offering both non-profit and securities offerings. Thell serves specifically defined communities throughout Michigan developing the www.C3funding.com website as the base for these programs.
A Realtor since 1958, Woods has been President and Realtor of the year of the Gratiot/Isabella Association of Realtors and a Director of the Greater Kalamazoo Association of Realtors. He served as a Vice President of the Michigan Association of Realtors and served 8 years as a National Director of the National Association of Realtors. In 2000, he was honored by the Michigan Association of Realtors as the recipient of the Realtor Active in Politics Award.
In addition to his real estate activities, he has served as the Securities Broker for his Syndications Corporation Broker Dealer which then had over 100 Realtors as licensed direct participation program securities representatives. During this time he also developed and sold over 60 Reg. D type private Real Estate offerings.
Among his other businesses, he developed Internet Connection Services an early Kalamazoo Area internet service provider and established Qualified Intermediary Services to facilitate section 1031 tax deferred exchanges and has earned the CES Certified exchange Specialist designation from the Federation of Exchange Accommodators.
Darren Marble is the CEO of CrowdfundX, a pioneering crowdfunding agency serving corporations and entrepreneurs across a wide mix of industries and geographies. The company helps clients to effectively architect and execute strategic equity and rewards-based crowdfunding campaigns that build brand equity and drive growth.
Notably, under Darren’s leadership, CrowdfundX designed, produced and marketed the Reg A+ equity crowdfunding campaign for Elio Motors, which raised just under $17 million from 6,200+ investors. Elio subsequently listed on the OTC Markets OTCQX under the symbol “ELIO,” making it the first company in the United States to have completed a Reg A+ equity crowdfunding offer and list shares on a public exchange. At present, CrowdfundX is currently managing more than a dozen Reg A+ equity crowdfunding campaigns.
Darren is a featured LinkedIn contributor and an active public speaker, having recently spoken as a guest lecturer at the Stanford Graduate School of Business, USC Marshall School of Business, UC Irvine, the CSUN Entertainment Alumni Network and the ESGCI Business School in Paris, France. His insights have been featured in Forbes, the Los Angeles Business Journal, Bankless Times and others.
Dr. Richard Swart is recognized as the global thought leader in the crowdfunding industry. Richard is a founding board member of the Crowdfunding Professional Association (CfPA), the Crowdfunding Intermediary Regulatory Advocates (CIFRA), and an early leader in the field. Richard co-organized the first major national conference on crowdfunding and coordinated several educational events on the JOBS Act throughout the United States for the White House.
As a research scholar in the Institute for Business & Social Innovation in the Haas School of Business, he is the University’s resident expert on crowdfunding and evolving models of alternative finance. He also organized the Annual Academic Symposium on Crowdfunding Research. He currently advises the Bill and Melinda Gates Foundation, and works with several other prominent foundations, think tanks, funds and corporations. He is co-author of the forthcoming book Crowdfunding: The Corporate Era, being published in June 2015.
Richard has emerged as the global expert in developments in crowdfunding. He was the lead author on a research project for the World Bank exploring crowdfunding and funding models for innovative technology. He has lectured in Europe, the UK, Africa, the Middle East and throughout the United States. In recognition of his research in the United Kingdom, he was recently made a Fellow of the Royal Society of Arts.
Dr. Swart was the lead author or researcher on the World Bank’s report on Crowdfunding and it’s Potential Impact for the Developing World. He partnered with the University of Cambridge to complete the first Country level-study of alternative finance: The Rise of Future Finance: The UK Alternative Finance Benchmarking Report. With Crowdfund Capital Advisors he authored the report: How Does Crowdfunding Impact Job Creation, Revenue and Professional Investor Interest? – the first report that empirically demonstrated crowdfunding’s effects on job creation and future investments.
After leaving Utah State University’s Huntsman School of Business where he taught Information Systems, he has worked with a number of startups and has become a key organizer in the entrepreneurial ecosystem. He is a former COO of an Internet startup that had a successful exit in 2010. Richard is a board member and strategic advisor to firms in the crowdfunding and alternative investing space.
Xiaocheh Zhang currently serves on the CfPA Board of Directors. He is also a co-founder of the Crowdfunding China Society (CFCS). As a crowdfunding thought leader, he has advised many organizations in applying alternative finance and result-based approach in transforming their business models. He has provided services to World Bank, United Nations, TUEV SUED, Virginia Tech, Peking University and some other organizations in the past 15 years. Xiaochen has rich experience in both public and private sector in America, Africa, Asia, Latin America and Europe to incubate and scale up innovative programs and projects at all levels. He is also a recognized speaker in climate finance, green innovation and crowdfunding. Here are a few examples:
Rodney Sampson is an innovator, serial entrepreneur, angel investor, published author, and consecrated bishop. As an innovator and serial entrepreneur, Sampson co-founded Multicast Media Networks (Streamingfaith.com) in 2000 (acquired in 2010), a live and on-demand streaming platform that laid the foundation for companies like YouTube and Ustream. Not stopping there, Sampson co-founded Intellectual Currency (an integrated marketing, intellectual property, diversity & inclusion and business development advisory firm) in 2002, Intellect Inspire (a digital publishing imprint of Audible) in 2006, and Legacy Opportunity Fund in 2007 with investments in technology, consumer products, energy, cyber-security, publishing and the entrepreneurial ecosystem. He also serves on the advisory boards of Digit, a disruptive financial technology company, Mark Burnett Productions, Springboard Fund and multiple startup and early stage companies throughout the world.
Sampson is passionate about reducing our nation’s poverty and wealth gap by advancing the cause of S.T.E.M, innovation, entrepreneurship and capital formation as a way of life for all communities. To advance this definitive cause, Sampson created Opportunity Ecosystem (OE). Opportunity Ecosystem includes Opportunity Hub, a multi-campus coworking space, coding college, entrepreneurship school, pre-accelerator and incubator. Opportunity Hub is also home to Opportunity Ventures, a new seed and early stage investment fund. In January 2013, Sampson launched Kingonomics, the nation’s leading platform for minorities and under-served communities to learn, navigate and master the investment ecosystem. Kingonomics conferences, events and trainings attract over 1,500 entrepreneurs, 500 teenagers and 100 accredited investors and mentors annually.
As a member of the Board of Directors of the Crowdfunding Professional Association (CfPA), Sampson is an active advocate and respected authority on Federal equity crowdfunding via the Jumpstart Our Business Startups Act (JOBS) Act and intrastate equity crowdfunding via Georgia’s “Invest Georgia Exemption”. Always meditating, thinking, networking and connecting to disrupt economic culture, Sampson is innovating what he has branded as an “ecosystem based capital formation platform” – designed to interconnect the capital markets of minority owned financial institutions, business associations, churches, neighborhood & community organizations, historical black colleges and universities (HBCU’s) and the constituents they mutually and respectively serve. The platform will allow underserved and under-represented communities to learn, engage and invest in the private capital markets by providing access to relevant investment opportunities traditionally reserved for accredited and institutional investors. The long-term outcome will result in sustainable new job creation, wealth creation and a better society for all.
Throughout this journey, Sampson has maintained the creativity of his youth and early entrepreneurial career as an experienced advisor, integrated marketer, business developer and connector. Having worked very closely on Mel Gibson’s The Passion of The Christ, Disney’s The Chronicles of Narnia: The Lion, The Witch & The Wardrobe & The Untold Story of Emmett Louis Till, Sampson was tapped in 2013 by Mark Burnett to create the diversity and inclusion initiatives at One Three Media, a joint venture between Mark Burnett Productions and Hearst. Mark Burnett is the Executive Producer of The Voice, Survivor, Celebrity Apprentice, ABC’s Shark Tank, The Bible Series, Son of God Movie & A.D. In Seasons 5 & 6 of the hit ABC show Sharktank, more than 15 minority-owned startups were afforded the opportunity to pitch their companies for angel investment on the show. Even in his advisory practice, Sampson is still working tirelessly to close the wealth gap while simultaneously shifting culture’s perceptions of minority entrepreneurs and investors.
Brian Korn was elected to the Board of Directors (Legal P.O.V.) of the Crowdfunding Professional Association in January 2014. Brian is a corporate and securities attorney at the law firm Manatt, Phelps & Phillips, LLP, and has had multiple appearances on Fox Business Television, Bloomberg, CCTV America and National Public Radio as an expert on the JOBS Act, including its impact on crowdfunding, peer-to-peer lending, IPOs and market trading dynamics. He has been published or quoted in Forbes, CNBC, MSNBC, New York Law Journal, Law360, Philadelphia Inquirer, Pittsburgh Post-Gazette, The Financier Worldwide and The Review of Securities & Commodities Regulation.
Brian is the author of several articles on capital raising and investor liquidity, and has several clients in the peer-to-peer lending space. Brian is the author of “The Trouble with Crowdfunding” published in Forbes, as well as the Forbes article announcing the SEC’s crowdfunding rules proposal. Prior to joining Pepper, Brian was Head of Equity Capital Markets and Syndicate Compliance at Barclays and was Senior Vice President and Assistant General Counsel for Citigroup Global Markets Inc. Brian is an honors graduate of the University of California at Berkeley and the Northwestern University School of Law.
Thomas Lawson is vice president of private issuer services for VIA Folio, Folio’s private capital network. In his role at VIA Folio, he provides legal and regulatory guidance to business development and operations. As part of this work, he supports VIA Folio’s online transactions in unlisted securities. He joined Folio in 2015.
Prior to joining Folio, Tom was a chief counsel for the enforcement department of the Financial Industry Regulatory Authority (FINRA) and assistant director of enforcement at the U.S. Securities and Exchange Commission (SEC). In total, he brings more than 25 years of experience in securities law and financial industry regulation.
Tom earned a bachelor’s degree in Classics from Union College and a law degree from Hofstra University’s School of Law.
AdaPia D’Errico is the Chief Marketing Officer at Patch of Land, where she heads up marketing, which includes strategy, brand, communications, partnerships and client services. Prior to joining Patch of Land, AdaPia ran a consulting company that developed growth strategies for major brands at Disney and Mattel, as well as technology and new media startups. AdaPia began her career at CIBC and subsequently spent 8 years in banking and investment management with a focus on customer relationship management, investor relations, and corporate communications. AdaPia is a published writer, blogger for The Huffington Post, and is a public presenter on topics including growth strategies, entrepreneurship, crowdfunding and brand development. AdaPia holds a B.B.A from the University of British Columbia and a B.A in International Business Economics from Hogeschool Zeeland, The Netherlands.
Dara Albright is a recognized authority, thought provoker and frequent speaker on topics relating to market structure, private secondary transactions, next-gen IPOs, P2P, FinTech and crowdfinance. Albright has held a distinguished 23 year career in IPO execution, investment banking, corporate communications, financial marketing as well as institutional and retail sales.
She is a visionary who continues to introduce rising asset classes and crowd-structured financial products to the Wall Street community. Albright was one of the earliest voices covering the JOBS Act and advocating for greater democracy in the equity and credit markets. She produced the very first crowdfunding conference in January 2012 which was headlined by key JOBS Act architects: Congressman Patrick McHenry and Dave Weild. That event helped birth the crowdfinance movement and led to the establishment of the industry’s trade and leadership organizations – which she co-founded. In 2013, she co-founded LendIt, the largest and most recognized global p2p & online lending conference organization. In 2015, she co-founded FinFair, the first conference platform to feature the leadership, products and technologies driving the crowd-centric retail alternatives market. Some of the most prominent figures in the financial industry as well as the legislature continue to participate in Albright’s events. Her leading-edge articles that have helped shape the direction of the crowdfinance industry can be found on Equities.com, Crowdfund Insider, Seeking Alpha, Investing.com, FINalternatives and Business Insider. She has been featured in the NY Times, Forbes, ABA Banking Journal, Thestreet.com, Private Wealth Magazine as well as in a number of leading industry trade publications. Albright continues to help issuers, investors as well as financial service providers across the globe capitalize during this unprecedented period of financial industry disruption and regulatory reform. Prior firms she worked for include: Unterberg Towbin, Morgan Stanley Dean Witter, Divine Capital and Citigate Dewe Rogerson. She is a graduate of the George Washington University and holds securities industry Series 7, 24, 31 and 63 licenses.
CfPA Applauds SEC's Approval of Title II JOBS Act Crowdfunding Provisions
SEC lifts Ban on General Solicitation for Private Placements in 4-1 Vote
WASHINGTON, July 12, 2013 /PRNewswire/ — Equity-based crowdfunding came one step closer to actualization Wednesday with the Securities and Exchange Commission voting 4-to-1 in favor of lifting the ban on general solicitation of private placements to accredited investors. The SEC ruling will create a new kind of offering–a 506(c). This allows private companies and investment firms to advertise private securities offerings to accredited investors only. The SEC is still working on proposed rules for Title III, which will enable the general public to participate in equity crowdfunding.
“We applaud the commission’s progress on Title II of the JOBS Act,” Says Maurice Lopes, Governing Board Member for the Crowdfunding Professional Association and Founder of EarlyShares, “We look forward to working closely with them through the implementation of Title III.”
The SEC issued a statement on the decision, saying, “In connection with this new rule, the Commission voted to issue a rule proposal requiring issuers to provide additional information about these securities offerings to better enable the SEC to monitor the market with that ban now lifted. The proposal also provides for additional safeguards as this market changes and new practices develop.” Among the proposed rules, issuers would be mandated to verify accredited investors instead of relying upon self-accreditation.
“We made a giant step forward yesterday, but the rules have not been implemented yet,” says Joy Schoffler PR committee Chair and Principal of Leverage PR. “What the business and investment community need to do now is educate themselves and entrepreneurs while staying compliant with current regulations.”
One way the CfPA educates the public is through its annual convention, to be held this year in Orlando, FL August 8-9. Media personnel may attend for free. For more information, please contact Joy Schoffler or visit http://events.cfpa.org.
About the Crowdfunding Professional Association:
The Crowdfunding Professional Association (CfPA) is dedicated to facilitating a vibrant Crowdfunding community while advocating for an entire industry view. Uniting a broad-based coalition of industry participants, the association is committed to the credible development of the industry, including the highest ethical standards. The association’s collaborations and insights are shared broadly to avoid onerous, stifling bureaucracy that can endanger innovation and job creation. Learn more: www.cfpa.org.
SOURCE Crowdfunding Professional Association
/CONTACT: Joy Schoffler, Leverage PR, (512) 271-9489 x700
/Web site: https://cfpa.org
Crowdfunding Professional Association Releases Conference Agenda
The Crowdfunding Professional Association (CfPA), a leading trade organization for the crowdfunding industry, has released the agenda for its 2nd Annual Crowd Investing Innovation Forum. The event is to be held on August 8th – 9th in Orlando, Florida.
Event organizer Luan Cox commented on the forthcoming gathering,
Read More…
SEC Lifts Advertising Ban On Private Offerings
Washington, DC – The Securities and Exchange Commission today adopted rules that will allow businesses to use advertising to raise money through private offerings. The Commission action today carries out a mandate for such rules mandated last year by the Jumpstart Our Businesses Startups Act. The SEC also adopted so-called “bad actors” under the Dodd-Frank Act.
SEC, July 10, 2013.
Under the JOBS Act, the SEC adopted in a close 3 to 2 vote amendments to eliminate the prohibition against general solicitation and general advertising in certain securities offerings conducted pursuant to Rule 506 of Regulation D under the Securities Act and Rule 144A under the Securities Act, as mandated by Section 201(a) of the Jumpstart Our Business Startups Act.
In August 2012, the SEC issued a proposed rule to amend Rule 506 (well as the similar Rule 144A of the Securities Act) and permit these general solicitations as long as issuers “take reasonable steps to verify” that all of the purchasers are accredited investors.
The Commission also adopted amendments to disqualify securities offerings involving certain “felons and other ‘bad actors’” from reliance on the exemption from Securities Act registration pursuant to Rule 506 as mandated by Section 926 of the Dodd-Frank Wall Street Reform and Consumer Protection Act. SEC Chair Mary Jo White urged the Commission to consider the two amendments in tandem to help implement the JOBS Act and safeguard investors.
SEC Viewpoints
SEC Chair Mary Jo White, who voted in favor of all provisions, urged the Commissioners to keep the JOBS Act mandate on track. “The Commissioners should act without delay,” she urged. In her vote in support of the general solicitation rules, Commissioner Elisse Walter pointed out “This will help issuers raise capital efficiently.”
Commissioner Luis Aguilar voted against the general solicitation proposals, criticizing the “reckless adoption” of the rules without providing adequate safeguards for investors. Commissioners Dan Gallagher and Troy Paredes feared the general solicitation rules would thwart the purpose of the JOBS Act and place considerable burden on the equity market. “The proposals will do more harm than go,” said Commissioner Gallagher.
Timing
The SEC’s next step is to post the amendments on the Federal Register, which may take approximately two days, according to Sarah Hanks, CEO of CrowdCheck.com and former General Counsel of the Congressional Oversight Panel, the overseer of the Troubled Asset Relief Program (TARP). The SEC will note the effective date of each amendment on the Federal Registry, which could range from a minimum of 30 days to 90 days.
Keith Higgins, the SEC’s DIrector of Division of Corporate finance and other SEC staff members advised the Commissioners that they will develop a list of methods that private firms can use to ensure that offerings are only made to accredited investors, and internal procedures for the agency to evaluate verification practices.
FINRA Board Considers Proposals for Crowdfunding Portal Rules
The Financial Industry Regulatory Authority Board of Governors will consider a proposal on July 11, 2013 to solicit comment via Regulatory Notice on proposed rules and related forms governing crowdfunding portals pursuant to Title III of the JOBS Act. After the July 11 meeting, FINRA will notify firms via email about the Board’s actions on these items and anticipated next steps, if any.
David Weild Announced as Keynote Speaker for Leading Crowd Funding Industry Event
The Crowdfunding Professional Association (CfPA), the leading trade organization for the crowdfunding industry, will be holding its 2nd Annual Crowd Investing Innovation Forum on August 8-9, 2013 in Orlando, FL with former NASDAQ Vice Chairman David Weild IV as keynote speaker.
New York, NY (PRWEB) July 01, 2013
The Crowdfunding Professional Association (CfPA), the leading trade organization for the crowdfunding industry, is pleased to announce that David Weild IV, renowned capital markets expert and former Vice Chairman of NASDAQ, will be delivering the keynote address at the CfPA’s 2nd Annual Crowd Investing Innovation Forum on August 8-9, 2013 in Orlando, FL.
Referred to by many as the “The father of the JOBS Act,” Weild’s research at Grant Thornton and the OECD is frequently cited by the financial media as well as a broad range of legislators, regulators, academics, the IPO Task Force and the White House Jobs Council. His work linking the reduction in the number of small cap IPOs to rising unemployment and illustrating how structural changes to stock markets have caused systemic hardship for smaller issuers, their investors and the economy, was the inspiration for the movement that led to the JOBS Act.
“There is no one more appropriate than David Weild to address our growing audience of financial advisors and veteran investors who are attending this year’s conference specifically to learn how to capitalize in a shifting market environment rapidly being reshaped by crowdfinance methodologies,” said Luan Cox, Founder of Crowdnetic and Co-producer of this year’s event. “Our objective this year is to help traditional financial service providers increase profitability and efficiencies through the integration of regulatory changes and new market technologies.”
CfPA’s 2nd Annual Crowd Investing Innovation Forum will feature a powerful lineup of presentations, interactive panel discussions as well as an exhibit hall comprised of leading and emerging crowdfinancing portals. The discourse will spark change, challenge existing paradigms and debate conventional thinking as well as unleash new perspectives in the pursuit of real solutions. The event is sponsored Ellenoff Grossman & Schole,CrowdClear, IRA Innovations, EarlyShares and CrowdCheck. For a complete list of presenters or to register for this event, please visit http://events.cfpa.org/.
About the Crowdfunding Professional Association
The Crowdfunding Professional Association (CfPA) is dedicated to facilitating a vibrant, credible and growing Crowdfunding community while advocating for an industry view versus a single company perspective. Uniting a broad-based coalition of industry participants, the association is committed to ensuring the credible development of the industry, including a commitment to the highest ethical standards. To learn more visit https://cfpa.org.
About the 2nd Annual Crowd Investing Forum
The Crowdfunding Professional Association’s 2nd Annual Crowd Investing Innovation Forum will convene top crowdfunding pioneers, policymakers, entrepreneurs and investors to address the most urgent issues in capital formation, job creation, public policy as well as corporate and entrepreneurial initiatives. Through unscripted interviews, frank and intimate discussion, the goal is to unleash new perspectives in the pursuit of real solutions. This important industry event will be held at the Caribe Royale Resort in Orlando, Florida on August 8-9, 2013.
Annual Member Meeting (Aug 9th)
This year’s annual meeting will be held on August 9th at the CfPA annual conference in Orlando, Florida.
The meeting is for all members (existing members and new members) to discuss:
The 2012 Conference in partnership with Crowdfunding Bootcamp had over 400 attendees.
Ticket price includes your CfPA membership dues for the remainder of 2013 and 2014.
*You must be a paid member to apply for any of the organization’s positions or to vote in the December election. By attending the conference, you will be considered a paid member for the remainder of 2013 and the coming membership year 2014.
Don’t Count the Crowd Out Yet
While the SEC has missed their deadline to implement Titles II and III of the JOBS Act – which legalized securities-based crowdfunding – crowdfinance is not down and out for the count. In fact, quite the opposite is happening.
Certain sectors within the crowdfinance industry have seen explosive growth in the past year. According to industry analysts Massolution, the crowdfunding industry grew by 81 percent in 2012 worldwide, with lending- and rewards-based crowdfunding growing by an astounding 111 and 232 percent, respectively. The report’s authors noted that “this growth can best be explained by startups’ and SMEs’ adaptation of reward-based crowdfunding.” The peer-to-peer lending industry has also taken off, with the two largest platforms facilitating billions of dollars in loans to deserving small businesses.
Read More…
University of Toledo official’s work earns honors from Washington
Scott McIntyre, the University of Toledo’s interim manager of business incubation, has been recognized by the White House for his innovation in the field of crowdfunding.
Mr. McIntyre was honored Tuesday as one of the White House’s “Champions of Change.” The weekly program features people who do “extraordinary things in their communities to out-innovate, out-educate, and out-build the rest of the world.”
Read More…
Crowdfunding Professional Association, EarlyShares Founder Attend Champions of Change Event Hosted by the White House
The White House’s Champions of Change is a program that commemorates everyday people that have made a difference in their communities through dedication and innovation. This event will honor entrepreneurs who exemplify the promise of Crowdfunding to fuel economic growth and community empowerment through innovative Crowdfunding projects across the country.
Read More…
The Crowdfunding Professional Association is the leading trade organization in the crowdfunding industry. With over 700 members from all over the world, membership in the CfPA provides an array of benefits for all kinds of industry participants. Here are a few reasons to consider joining the CfPA today:
Network with crowdfunding professionals and thought leaders
The CfPA has a robust membership comprised of thought leadership spanning every aspect of the crowdfunding industry. From crowdfunding platform representatives to service providers, investor advocates, public relations experts and members of the media, every slice of the industry is well represented. Joining the CfPA is a great first step to meeting the names and faces that are helping to build the next generation in capital formation.
The CfPA is always looking for volunteers to participate on the association’s subcommittees and help further initiatives benefitting the entire crowdfunding industry. If you have some time to spare, participating as a volunteer may present a great opportunity to get to know those in the space and to help them get to know yourself as well!
Every year the association sponsors a Crowdfund Investing Innovation Forum. This event brings entrepreneurs, investors and government representatives together to discuss how public policy interacts with capital formation and job creation. Becoming a member helps to establish networks ahead of this important industry event.
Be informed on the latest happenings in the crowdfunding space
If you find it hard to keep up with the fast pace of news in the crowdfunding space you aren’t alone! Joining the CfPA is a great way to stay in touch with other industry leaders and stay in the loop on the latest industry news. As crowdfunding stakeholders we pay close attention to happenings within the SEC and Congress and make sure our membership remains informed of important changes to policy and enforcement.
Give back to the industry
The crowdfunding industry as a whole benefits from a well-informed, engaged public. This belief is at the core of everything we do at the CfPA. By becoming an active member, you get a great opportunity to give back to the industry and the community and join a group of professionals who are working tirelessly to advance educational efforts around crowdfunding and crowdfund investing.
The initiatives we’re working on at the CfPA are driving the future of entrepreneurship and capital formation. We believe that by democratizing access to capital we can help create jobs and have lasting positive effects on economies around the globe. It’s nothing short of changing the world! To join us in this mission email info@crowdfundingprofessional.org for more information.