Crowdfinance 2014
Redefining Wall Street
ON OCTOBER 16, 2014

New York City

Thomson Reuters Conference Center

Register For this event

About the Event

   

Today’s global equity and debt markets have been redefined through a growing movement known as crowdfinance, where capital is derived by the pooling of monies from individuals and, now, institutions. Changes in the regulatory environment have brought about a surge of financial innovation, guided by shifting trends in communications and advancements in technology to support these new asset classes.

As capital becomes increasingly more accessible through equity crowdfunding (under Title II of the JOBS Act) and marketplace lending (Peer-to-Peer, Peer-to-Business, Peer-to-Real Estate), amazing new opportunities exist for investment bankers, financial advisors, fund managers, venture capitalists, retail and commercial banks, family offices, and service providers.

On October 16, 2014 in NYC, at Wall Street’s second annual Crowdfinance Conference, financial veterans and industry leaders gathered to provide participants with the resources necessary to capitalize in a financial services industry undergoing rapid transformation.

Crowdfinance 2014 featured a powerful lineup of keynote presentations, interactive panel discussions, game-changing exhibitors and exclusive networking.

The Crowdfinance events are specifically designed to offer assistance in uncovering new revenue and partnership opportunities in an industry rapidly being transformed. During the event, attendees were given an exclusive introduction to the global crowdfinance ecosystem and interacted with leaders on the forefront of innovation in all facets of the industry.

Event Schedule

Industry leaders discuss and debate critical crowdfinance topics including:

Oct 16th 7:30 am - 12:30 pm
  • 7:30 am - 8:30 am

    Registration, Breakfast, Exhibits, Networking Sponsored by Covington & Burling

  • 8:30 am - 8:35 am

    Opening Remarks and Thank You to Sponsors: Luan Cox, Crowdnetic

  • 8:35 am - 8:55 am

    Morning Keynote: Jason Best, Crowdfund Capital Advisors

  • 8:55 am - 9:30 am

    Panel: The Crowdfinance Marketplace
    Moderator: Tim Baker, Thomson Reuters
    Panelists: John Higgins, Prosper; Michael Solomon, CircleBack Lending; Ryan Feit, SeedInvest; Zack Miller, OurCrowd; Sohin Shah, iFunding

  • 9:30 am - 9:45 am

    Peer Lending Meets Institutional Investing
    By: Nicole Rothschild, Petra Partners

  • 9:45 am – 10:25 am

    Panel: CrowdFinance: A Huge Opportunity for Women
    Moderator: Geri Stengel, Ventureneer
    Panelists: Amanda Brown, National Women's Business Council; Deborah Jackson, Plum Alley; Terry Rieser, TAG Creative; Joanna Schwartz, EarlyShares

  • 10:25 am - 10:40 am

    Morning Networking Break Sponsored by LendZoan

  • 10:40 am - 11:00 am

    Integrity in the Markets
    By: Matthew Trudeau, IEX Group, Inc.

  • 11:00 am – 11:40 am

    Panel: Legal Considerations
    Moderator: Daniel Gorfine, Milken Institute
    Panelists: Douglas Ellenoff, Ellenoff Grossman & Schole; Keir Gumbs, Covington & Burling; Anthony Zeoli, Ginsberg Jacobs LLC; Brian Korn, Pepper Hamilton

  • 11:40 am – 11:55 am

    Venture Capital and Crowdfinance
    By: Douglas Atkin, Guggenheim Partners

  • 11:55 am – 12:30 pm

    Panel: Securitizations and the Peer Lending Marketplace
    Moderator: Larry Chiavaro, First Associates Loan Servicing, LLC EVP
    Panelists: Jonathan Barlow, Eaglewood Capital; Paul Fielding, SoFi; Zhengyuan Lu, OnDeck; Gary Kochubka, Standard & Poor's Rating Service

Oct 16th 12:30 pm - 7:15 pm
  • 12:30 pm - 1:30 pm

    Buffet Lunch, Exhibits, Networking Sponsored by RealPartner

  • 1:30 pm - 1:35 pm

    Afternoon Kick-Off
    By: Debra Walton, Thomson Reuters

  • 1:35 pm - 2:15 pm

    Panel: The Growth of Real Estate in Crowdfinance
    Moderator: Susanne Ethridge Cannon, DePaul University
    Panelists: Dan Miller, Fundrise; AdaPia d'Errico, Patch of Land; Peter Slagowitz, RealPartner; Haider Nazar, LendZoan; Scott Whaley, REIA & REIAF

  • 2:15 pm - 2:30 pm

    The Use of Data in Risk Management
    By: Rohit Arora, Biz2Credit

  • 2:30 pm – 3:10 pm

    The Evolution of the Peer Lending Marketplace
    Moderator: John Higgins, Prosper
    Panelists: Kathryn Petralia, Kabbage; Candace Klein, DealStruck; Zhengyuan Lu, OnDeck; Oren Bass, Pave

  • 3:10 pm – 3:25 pm

    Impact on Women’s Entrepreneurship
    By: Kay Koplovitz, Springboard Enterprises

  • 3:25 pm – 3:45 pm

    Afternoon Networking Break Sponsored by Springboard Enterprises

  • 3:45 pm - 4:25 pm

    Panel: Crowdfinance Data and Technology
    Moderator: Luan Cox, Crowdnetic
    Panelists: Rohit Arora, Biz2Credit; Mike Armstrong, ZestFinance; Scott Purcell, FundAmerica Technologies; Matt Burton, Orchard; Steve Ferrando, CrowdClear

  • 4:25 pm – 4:40 pm

    Secondary Markets and Liquidity Issues
    By: Blaine McLaughlin, Folio Institutional

  • 4:40 pm – 5:20 pm

    Panel: International Landscape
    Moderator: Adam Braggs, Crowdnetic-Europe
    Panelists: Goncalo de Vasconcelos, Syndicate Room; Zack Miller, OurCrowd; Rodrigo Niño, Prodigy Network

  • 5:20 pm – 5:35 pm

    Borrower Acquisition
    By: Christina Kramlich, SoFi

  • 5:35 pm – 5:40 pm

    Closing Remarks

  • 5:45 pm - 7:15 pm

    Cocktail Reception Sponsored by Thomson Reuters

Sponsors

Our esteemed sponsors for this event:

Crowdnetic would like to thank our sponsors for their support. Crowdfinance 2014 sponsors receive extensive brand exposure to a core audience of investment professionals. To inquire about sponsoring this high profile event, please contact us at events@crowdnetic.com.

Platinum Sponsor


Sponsors and Exhibitors


Speakers

We are preparing an exciting roster of expert speakers from within and outside the crowdfinance industry. Check back regularly for updates.

Speaker
Daniel is co-founder of Fundrise, the first real estate crowdfunding platform to allow anyone to invest in commercial projects. Founded in DC in 2010, it is the first U.S. company to crowdfund real estate for non-accredited investors. Daniel is on the board of Western Development Corp, which has developed more than 20 million square feet in its 47 year history. He graduated from The Wharton School of University of Pennsylvania as a submatriculant with a dual B.S. and M.B.A.
Dan Miller

Co-Founder

Fundrise

Speaker
John C. Higgins is a Director, Strategic Partnerships at Prosper Marketplace, Inc. Prior to his role in Strategic Partnerships at Prosper, Mr. Higgins served as Director, Institutional Relations, where he helped build out the institutional lender program at Prosper. Prior to joining Prosper, Mr. Higgins was a Director at Topwater Capital Partners, now a division of Leucadia Asset Management. At Topwater, Mr. Higgins was responsible for sourcing, evaluating, and investing in various hedge fund strategies through structured managed account transactions. Prior to Topwater, Mr. Higgins worked in the hedge fund industry in various marketing and investor relations capacities.
John C. Higgins

Director, Strategic Partnerships

Prosper Marketplace

Speaker
Debra is Chief Content Officer for Thomson Reuters and a veteran of the financial services industry. She leads a team of 4,000+ Thomson Reuters employees globally. Her team has end‐to‐end responsibility for setting the strategy and managing the operations of Thomson Reuters' world‐class information and analytics to power the world's financial markets. Prior to joining Thomson Reuters, Debra held senior executive roles at Cantor Fitzgerald, Nucleus Financial and Dow Jones Telerate.
Debra Walton

Chief Content Officer, Financial & Risk

Thomson Reuters

Speaker
Jason co-authored the crowdfund investing framework used in the JOBS Act and has provided Congressional testimony on early-stage finance. Jason works with financial institutions, professional investors and government agencies to create successful investment and policy in early stage finance. He co-authored the World Bank’s research “Crowdfunding’s Potential in the Developing World” and “Crowdfund Investing for Dummies." Forbes.com ranked Jason as one of the 10 most influential people in crowdfunding.
Jason Best

Co-Founder & Principal

Crowdfund Capital Advisors

Speaker
Luan is a leading speaker and thought leader for the crowdfinance industry. She is the CEO and co-founder of Crowdnetic, a leading provider of technology and data solutions to the global crowdfinance marketplace, and has been prominently featured in the Huffington Post, Entrepreneur, Forbes and VentureBeat. She is also a proud alumna of the elite Springboard Enterprises Accelerator program (class of 2013) and is a member of 85 Broads.
Luan Cox

Co-Founder & CEO

Crowdnetic

Speaker
Kay Koplovitz is the Founder of USA Network, the Sci-Fi Channel and USA Networks International. Kay created the business model for cable networks by introducing two revenue stream concepts – licensing and advertising. She is currently Chairman of Koplovitz & Company and Springboard Enterprises, and serves on the boards as CA Technology and ION Media.. Ms. Koplovitz served as Chairman of the Board of Fifth & Pacific (Formerly Liz Claiborne Inc.) as well as the boards of Oracle, Nabisco, Instinet and General Re.
Kay Koplovitz

Chairman & CEO

Koplowitz & Company

Speaker
Larry holds more than 25 years of experience in developing programs, strategic alliances and sales strategies. As Executive V.P. and Principal at First Associates Loan Servicing, he has been an integral part in the development of new and innovative approaches in the industry. As a result, the company has become the nation’s fastest growing loan servicer with a $7 billion portfolio under management for various asset classes including P2P loans.
Larry Chiavaro

Executive Vice President

First Associates Loan Servicing, LLC

Speaker
Douglas is a corporate and securities attorney with a specialty in business transactions and corporate financings. He has represented public companies in connection with their initial public offerings, secondary public offerings, regulatory compliance as well as general corporate governance matters. Recognized as a thought leader and expert on the nuanced legalities of the JOBS Act, Douglas has been a key representative and advocate for the industry and has actively engaged with the SEC to discuss many aspects of the proposed new law.
Douglas Ellenoff

Partner and Owner

Ellenoff Grossman & Schole, LLP

Speaker
Matt has spent his entire career helping build, scale, and optimize the internet’s top advertising exchanges (Google, Admeld, LiveRail) and has overseen trillions of transactions. He was the #7 employee at Admeld ($400 million dollar exit to Google in 2011) and has worked in Product, Operations, Technical Support, Business Development, Sales Engineering and Sales roles. He is a three time Texas State Tennis Champion and loves racket sports.
Matt Burton

CEO and Co-founder

Orchard

Speaker
James A. Jones has over 20 years’ experience leading sales and business development teams in the financial services industry including firms such as Merrill Lynch and Wells Fargo. Most recently he served as Vice President Business Development of Kingdom Trust pioneering Self-Directed IRA’s in the crowd funding space, as well as Founder and CEO of the Self-Directed IRA Institute and became the industry’s most published author and has written hundreds of articles on using retirement dollars to invest in crowd funding.
James Jones

Director, Business Development (Americas)

Crowdnetic

Speaker
Douglas Atkin has been an investor, founder, and senior executive in the financial technology industry for over 20 years. Douglas began his career at Instinet where he rose to become the company’s CEO, leading its successful IPO in 2001. He was a Co-founder of Efficient Frontiers, a consulting and research firm specializing in trading technology, regulation, and market structure. Most recently, he was the CEO of Majestic Research, where under his tenure, bookings grew from $8.7mm in 2005 to approximately $20mm in 2007.
Douglas Atkin

Portfolio Manager

Guggenheim Partners

Speaker
Joanna is the CEO of EarlyShares.com. She is an accomplished senior executive and entrepreneur with over 18 years of experience founding and leading financial services, technology, consumer product, and e-commerce businesses. As Managing Director of small-balance commercial lender Silver Hill Financial, Joanna led the company from inception to over $1 billion in annual volume. She has a BA from the University of Vermont and an MBA from Harvard Business School.
Joanna Schwartz

Chief Executive Officer

EarlyShares

Speaker
Steve has spent the majority of his career in the financial services industry. Prior to joining Bendigo Partners and founding CrowdClear, he founded, dbConcert, Inc. As CEO of dbConcert, Steve has worked with a wide variety of financial services institutions. He was instrumental in helping the firm's clients improve operational efficiencies, streamline workflows and minimize the possibility of errors. Steve was CIO and a founding member of TIR Securities. He started his career with First Boston and attended Rensselaer Polytechnic Institute.
Steve Ferrando

Chief Information Officer and Founder

CrowdClear

Speaker
Folio is a clearing broker dealer that provides order entry, offer management, clearing, settlement and custody solutions for introducing brokers, serial issuers and other types of crowdfinance platforms for many types of listed and unlisted securities. Folio has developed the infrastructure to make buying and owning private placements as simple and streamlined as buying exchange listed equities, and are even planning to support a vibrant secondary marketplace.
Blaine McLaughlin

Head of Business Development

Folio Institutional

Speaker
Matt has over 14 years of experience in financial services and electronic securities trading. Previously Global Head of Product at Chi-X Global, he was instrumental in building and launching new equities markets and products in Brazil, Japan, Australia, and Singapore and Chief Operating Officer at Chi-X Canada where he was responsible for launching a new alternative trading system managing market and technical operations, product and strategy. Prior to that, he held strategic development, product, and operations positions at Instinet and CyberTrader.
Matthew Trudeau

Head of Product

IEX Group Inc.

Speaker
AdaPia is an entrepreneur, investor, and mentor with broad experience across retail banking, financial planning, international finance and capital markets, strategic brand and intellectual property development, crowdfunding and online community building. As Chief Marketing Officer at Patch of Land, she leads strategic partnerships, and drives brand awareness while positioning the company at the forefront of P2P real estate lending and debt crowdfinancing. AdaPia has a BBA from the University of British Columbia.
AdaPia d'Errico

Chief Marketing Officer

Patch of Land

Speaker
Candace co-authored the JOBS Act, legalizing crowdfunding for securities in the United States, and was founder and CEO of Bad Girl Ventures and SoMoLend. She received her BA from Northern Kentucky University and her JD from the Salmon P. Chase College of Law. She continues to practice law at Ellenoff, Grossman and Schole, LLP and as General Counsel for Women Investing in Women, a global NGO focused on increasing access to capital for female entrepreneurs and access to capital markets for female investors.
Candace Klein

Chief Strategy Officer

Dealstruck, Inc.

Speaker
Rothschild oversees all aspects of Petra Partners, in addition to managing her family’s NY-based Rothschild Family Office. Nicole also manages her family’s MEIT Realty business, which owns and operates commercial properties in the Eastern US. Previously, Nicole worked at Ernst & Young’s Kenneth Leventhal real estate group, focusing on forensic accounting related to the failures of MBS hedge funds. Nicole graduated summa cum laude with a B.Sc. in Accounting and Economics from the NYU Stern School of Business and is a CPA.
Nicole Rothschild

CEO and CFO

Petra Partners

Speaker
Brian Korn is of counsel at Pepper Hamilton LLP, and co-heads its crowdfunding and peer-to-peer lending practice. He appears frequently in electronic and print media, including Fox Business TV, Bloomberg, NPR and CNBC, on the JOBS Act, capital raising, investor liquidity and related topics. Brian is widely quoted and published, including “The Trouble with Crowdfunding” published in Forbes. Before joining Pepper, Brian worked in senior legal and compliance positions for Barclays and Citigroup Global Markets Inc.
Brian S. Korn

Corporate and Securities Practice Group

Pepper Hamilton LLP

Speaker
For the past 20 years, Kathryn has worked with startups and established companies focused on credit, payments, technology, and ecommerce. She started Kabbage with her co-founders in late 2008, and it has grown from 3 employees and a PowerPoint to over 90 employees and over 100,000 customers. Prior to Kabbage, Kathryn was VP of Strategy at Revolution Money, an Internet-based credit card startup. Before Revolution, Kathryn was a corporate development executive with CompuCredit Corporation. She holds a B.A. in English Literature from Furman University.
Kathryn Petralia

Co-founder and COO

Kabbage

Speaker
Christina Kramlich is the Co-Head of Retail Sales and Investor Relations at SoFi, where she's worked since early 2012. Previously, she was Director, New Product Development at Integrated Insights Consulting; VP, Business Development at MoodLogic (acq by AMG); Bus. Dev & Project Manager, NextCard (NXCD). Formerly, analyst at Montgomery Securities and VentureOne. BA Columbia College in NY; MBA from The JL Kellogg School of Business at Northwestern University.
Christina Kramlich

Co-Head, Retail Sales & Investor Relations

SoFi

Speaker
With 19 years of capital markets experience as an investment banker and portfolio manager, Lu started his career at CS First Boston. Since, he has held positions at PPM America and was a Sr. VP with Fortis Securities and WestLB AG. Lu was a Managing Director and Head of Structured Products Group at Keefe, Bruyette & Woods and was also a Managing Director of the Asset Finance Group at Gleacher & Company. Lu holds a bachelor’s degree in economics and computer science from Middlebury College, and was elected Phi Beta Kappa.
Zhengyuan Lu

Senior Vice President of Capital Markets

OnDeck

Speaker
Rohit is one of the country’s top experts in small business finance. His company has arranged $1.2 billion in funding for startups and growing businesses, and he regularly meets with the Federal Reserve, SBA, and the White House. In 2011, Crain’s named him NYC's “Top Entrepreneur.” Rohit oversees the Biz2Credit Small Business Lending Index and is frequently quoted by Bloomberg, The Wall St. Journal, New York Times, Inc., American Banker, and others. He holds a MBA in International Finance from Columbia Business School.
Rohit Arora

CEO and co-founder

Biz2Credit

Speaker
Keir advises public and private companies, non-profits, institutional investors and other clients in corporate, corporate governance, securities regulation, and transactional matters. Reocognized as a “go-to” expert in a variety of securities law matters, his career includes six years of service with the SEC where he served as Counsel to SEC Commissioner Roel C. Campos. Prior to that, he spent five years as a staff attorney and later a Special Counsel in the Office of Chief Counsel in the SEC’s Division of Corporation Finance.
Keir Gumbs

Partner

Covington Burling

Speaker
Geri Stengel is president of Ventureneer a content marketing and marketing research company that helps companies reach small businesses through branded marketing and social media opportunities that generate visibility, thought leadership and brand loyalty. As a writer (author of Forget the Glass Ceiling: Building Your Business Without One and Forbes contributor), consultant, teacher (Kauffman FastTrac facilitator and former adjunct professor at The New School) and speaker, She was named a 2012 and 2013 Small Business Influencer for her articles on the success factors of women entrepreneurs.
Geri Stengel

President

Ventureneer

Speaker
Mike Armstrong is the Chief Marketing Officer for ZestFinance, a technology startup that is transforming credit underwriting with big data analysis. He has spent more than 14 years working in financial services and has experience in business strategy, customer acquisition, channel development, and credit risk management. Previously, Armstrong consulted with a variety of startups and financial service companies on direct marketing strategy, new product development, and credit risk management. Armstrong has a B.A. in economics from Duke University.
Mike Armstrong

Chief Marketing Officer

ZestFinance

Speaker
Anthony is a transactional attorney specializing in securities, commercial finance, real estate and general corporate law, his clients range from individuals and privately held businesses to multi-million dollar entities. He is a crowdfunding and JOBS Act expert who, most recently, has drafted a bill to allow for an intrastate crowdfunding exemption in Illinois. He is also actively involved with the entrepreneurship program at the University of Illinois as both a mentor and student advisor and is an advisory board member of the New York Distance Learning Association.
Anthony Zeoli

Senior Attorney

Ginsberg Jacobs LLC

Speaker
Dr. Cannon has a B.A. in Economics and a Ph.D. in Finance from the University of Texas. Her professional and community experience include numerous associations: PREA, ULI, ICSC, Counselors of Real Estate, and the American Real Estate Society. She is on the board of CIC and Advisory Board of Urban Development Fund. She has been a Distinguished Fellow of the NAIOP Research Foundation and Chicago Association of Realtors Education Foundation, and is a Weimer Fellow of the Homer Hoyt Advanced Studies Institute and a board member and Fellow of the Real Estate Research Institute.
Susanne Ethridge Cannon

Chairman, Department of Real Estate

DePaul University

Speaker
Zack is General Partner at OurCrowd, an equity-crowdfunding platform designed to give accredited investors the opportunity to invest in quality, vetted startups. His financial career began as an analyst at a global hedge fund managing $2 billion, and he also ran business development for Seeking Alpha, one of the first financial websites to harness the full power of social media. In 2010, Zack published TradeStream Your Way to Profits: Building a Killer Portfolio in the Age of Social Media, which serves as an innovative guide to using social networking for successful investing.
Zack Miller

General Partner

OurCrowd

Speaker
Scott is the founder of FundAmerica, which provides the software, technology and compliance management systems on a private label basis to real estate firms, broker dealers, and others who make a business of online fundraising pursuant to Titles II and III of the JOBS Act. He is an active Board member of the Crowdfunding Intermediary Regulatory Association (CFIRA) and the author of the book “The Definitive Guide to Equity and Debt Crowdfunding” as well as the “Industry Best Practices for Funding Portals”.
Scott Purcell

Founder & CEO

FundAmerica Technologies

Speaker
Deborah Jackson is the Founder and CEO of Plum Alley – an online site where women raise capital. A 21-year veteran of Wall Street, Deborah Jackson is a former Managing Director of Golden Seeds and a Founder of the Women Innovate Mobile Accelerator. She was recently named a top influencer in the crowdfunding industry, and has been featured in Fast Company's League of Extraordinary Women in 2012, Forbes’ 40 Women to Watch in 2013, and TechCrunch’s 40 over 40 in Silicon Valley. Plum Alley was featured as one of Forbes’ Start-Ups to Watch in 2014.
Deborah Jackson

Founder & CEO

Plum Alley

Speaker
Amanda Brown is the Executive Director of the National Women’s Business Council. Amanda works closely with the Chair, members of the Council, and staff in support of its mission to be a leading voice on economic issues facing women entrepreneurs. Most recently, Amanda was the National Political Director at Rock the Vote, overseeing the organization's civic engagement programming during the 2012 presidential election cycle and the 2013 election season. Amanda is a 2014 Forbes 30-under-30 recipient in the Law and Public Policy field. She is a 2007 summa cum laude graduate of Dartmouth College.
Amanda Brown

Executive Director

National Women’s Business Council

Speaker
Tim is responsible for Content Strategy and Innovation. He sits on the management team that runs the content organization of the Finance and Risk business unit, with revenues in excess of $6bn. Tim is also deeply involved in innovation and new business development, structuring novel partnerships that help to identify new markets for primary data and information, including a variety of initiatives to extend the firm's footprint, including Crowd Funding and Peer-to-Peer lending. Prior to Thomson Reuters, Tim worked for 13 years at UBS in a variety of analytical and supervisory positions. Tim has an MBA from Bath University, and is a CFA Charter Holder.
Tim Baker

Head of Content Strategy and Innovation

Thomson Reuters

Speaker
Oren is co-founder of Pave, a funding platform for Millennials. Oren began his career as a lawyer at Clifford Chance in London before moving into structured finance at Goldman Sachs. Oren later joined GLG where he was responsible for co-managing an investment fund focused on distressed and special opportunities globally. Oren left to set up a family office where he served as COO until March 2012 when he left to start Pave. Oren holds a degree in history from the University of Leeds and UCLA, and a Law degree from London’s College of Law.
Oren Bass

Co-Founder

Pave

Speaker
Daniel spearheads the Institute's work on innovative capital access tools and new financial technologies. He has provided expert testimony before Congress, engaging with policymakers and market participants, and is a national media contributor on these topics. Previously, he worked at Covington & Burling LLP. He served a clerkship with Maryland U.S. District Court Judge Catherine C. Blake. A graduate of Brown University, he holds a J.D. from George Washington University Law School and an M.A. from the Paul H. Nitze School for Advanced International Studies (SAIS) at Johns Hopkins University.
Daniel Gorfine

Director, Milken Institute

Milken Institute

Speaker
With a distinctive background as an award-winning theatrical director, choreographer, performer, and film/video writer and producer, Terry Rieser brings a rare mix of discipline and creativity to her position, overseeing production and all operational aspects of the company. Terry is known for her enduring client partnerships in addition to her keen sensibility and outstanding work as Executive Producer for film, video, presentations and events, whether intimate or grand. As Chief Operating Officer, Terry stands behind TAG Creative’s steadfast ability to deliver on promise, on time, and on budget.
Terry Rieser

Partner, Chief Operating Officer

TAG Creative

Speaker
Prior to founding SeedInvest, Ryan worked at Carlson Capital, Wellspring Capital Management and Lehman Brothers in NYC where he financed and managed dozens of private and public businesses. Before the JOBS Act passed, he supported The Startup Exemption, the nonprofit responsible for bringing the concept of equity crowdfunding to Washington D.C. Ryan co-founded the CfPA and serves as a Board Member of CFIRA. Whenever given the chance, Ryan enjoys traveling and has been to 77 countries. Ryan received an MBA in Entrepreneurial Management from The Wharton School of the University of Pennsylvania.
Ryan Feit

CEO and Co-founder

SeedInvest

Speaker
Scott Whaley brings a combination of experience and vision to leading the largest real estate investing and funding associations in the country. With over 15 years experience in the real estate industry and 8 years in the peak performance coaching industry as well, he has developed over $30M of real estate and sold over $50M in commercial real estate, 3 years as a mortgage lender, and at the age of 26, founded Star Tex Enterprises Real Estate Investments & Brokerage. Scott has been a board member of the National Real Estate Association for over eight years, serving two terms as Vice President and is currently President. In addition, he is launching the Real Estate Investment & Funding Association (REIFA).
Scott Whaley

President

National REIA & REIFA

Speaker
A serial entrepreneur himself, Gonçalo is aware of the long path leading to a successful funding round. Gonçalo graduated with an MBA from Judge Business School, University of Cambridge where he was awarded several prizes and scholarships. He has a vision of how to help investors, with a great eye to spot opportunities. That vision is called "Syndicate Room," where crowdfunding investors can invest with professional investors. In his spare time, Gonçalo cycles long distances to raise money for charities (his last ride was from Cambridge to Paris), plays tennis and, when in warmer climates, sails with his wife whenever there is half a chance.
Goncalo de Vasconcelos

Founder

SyndicateRoom

Speaker
Michael has over 25 years of experience in the legal, financial services, and entertainment fields, including roles in management, sales and marketing, business development, compliance, and operations. He was the Founder of Loanio, an early entrant to the U.S. peer-to-peer lending market, and served as its CEO from 2006 until 2010. Prior, he Co-Founded and was President of Omnilaw Legal Plans, Inc. He also founded the Solomon Law Group, an internet-based niche immigration law practice. Previously, Michael was also the Co-Founder and President of Breakthru Entertainment. Michael has a BA from Washington University in St. Louis and a JD from Brooklyn Law School.
Michael Solomon

Co-Founder and CEO

CircleBack Lending LLC

Speaker
Jonathan is Founder and CEO of Eaglewood. Prior to this, he worked for Weiss Multi-Strategy Advisers, a $2.5 billion New York-based hedge fund, where he co-managed an investment portfolio concentrated in the real estate and financial sectors globally. Previously, he worked as a Portfolio Manager and Vice President within proprietary trading at Lehman Brothers, where he co-founded their small-cap investment strategy and focused on real estate and financial companies in the U.S. He started his career with J.P. Morgan, in New York. Jonathan graduated with a B.S. in Accounting, cum laude, from Brigham Young University and is a CFA charter holder.
Jonathan Barlow

Founder and CEO

Eaglewood Capital Management

Speaker
Sohin, COO and co-founder of iFunding, heads daily operations and has led the development team in building the platform infrastructure. He also created iFunding’s mobile app, the first in the Crowdfunding market Sohin holds a Series 82 license and is currently preparing to take the Series 63 license exam. Previously, he worked at investment banks in NYC and graduated from New York University with a Masters degree in Finance & Risk Engineering. Sohin is also the creator of Valuation App, an app that allows finance professionals to analyze businesses and start-ups, successfully raising the capital for development by crowdfunding from 57 backers.
Sohin Shah

COO and Co-Founder

iFunding

Speaker
Adam has been involved in financial services marketing, media and technology for 20+ years. Starting in direct sales with Allied Dunbar, he spent 10 years working in the specialist financial press before switching to Digital and Digital Look in 2003, where he was responsible for sales of data driven technology solutions and decision assistance tools to execution for retail brokers and the media. During his tenure as Head of Sales, the company went from start-up to occupying a position of significant market dominance. Adam was also responsible for delivery of financial data and tools to the media, clients included BBC, Yahoo!, Microsoft, The Telegraph, The Mail, The Express & CityAM.
Adam Braggs

Director, Business Development

Crowdnetic (Europe)

Speaker
Peter developed the RealPartner platform based on his 20 plus years of experience buying and selling residential mortgage loan assets. In his concurrent role as CEO of Spurs Capital, LLC, Peter provides liquidity to mortgage bankers primarily as the investment manager of Spurs’ flagship fund, Goshen Mortgage. Peter is also an owner and managing member of Interactive Mortgage Advisors, a leading mortgage servicing rights advisory firm. Peter was a managing director at UBS in the mortgage department based out of New York and London, and also worked at Credit Suisse / DLJ.
Peter Slagowitz

CEO and Co-Founder

RealPartner

Speaker
Currently a Director in SoFi’s Capital Markets group responsible for securitization transactions. Formerly Head of Products and Co-Founder at MeasureOne, a student lending focused data and analytics firm with responsibility in portfolio management, servicing oversight, and regulatory issues. Director of Data Strategy and New Products at LoanPerformance, now CoreLogic (NYSE: CLGX). BA in Economics and Accounting with honors from University of California, Los Angeles, and was elected Phi Beta Kappa.
Paul Fielding

Director Capital Markets

SoFi

Speaker
Rodrigo, CEO and founder of Prodigy Network, is revolutionizing both the commercial real estate and crowdfunding industries by being the first to meld the two worlds in the United States. Niño has proven Prodigy Network’s crowdfunding model as an efficient and secure mechanism that enables smaller investors from around the world to invest in specific projects that were solely accessible to the very wealthy before. With this model, Niño has raised more than $300 million from 6,200 investors and is currently developing commercial real estate projects in Bogota and Manhattan with a projected value of more than $850 million.
Rodrigo Niño

CEO and Founder

Prodigy Network

Speaker
Haider Nazar brings two decades of experience in emerging growth markets with a track record of transforming growing startups into profitable and scalable enterprises. He has a passion for alternative investing, economic development and impacting local economies. His success stems from his ability to identify strategic opportunities, gain commitment and resources, build high-performing teams, and then leading teams from vision to execution. He has held several senior management positions spanning business development, marketing, sales, corporate development, and government regulatory compliance and operations.
Haider Nazar

Chief Executive Officer

LendZoan

Speaker
Gary is responsible for the surveillance of all US ABS Term structured finance ratings including auto loan/lease, credit cards, unsecured consumer, equipment, manufactured housing, and student loans. He is also actively involved in the development of Standard & Poor's structured finance methodologies in his role as analytical manager. He is a member of the Financial Essentials Working Group for McGraw-Hill Financial’s Corporate Responsibility team. Prior to transferring to the US ABS group, Gary worked in the International Structured Finance Group beginning in 1988. He holds a Bachelors of Science degree in Accounting and Business from DeSales University and a MBA in International Business from Baruch College.
Gary Kochubka

Managing Director, ABS Surveillance

Standard & Poor's Rating Service

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  • Event Venue
    Thomson Reuters Conference Center
    3 Times Square, 30th Floor
    New York, NY, USA
  • Call Us
    917.633.4241
  • Email Us
    events@crowdnetic.com

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