Crowdfinance 2014
Redefining Wall Street
ON OCTOBER 16, 2014

New York City

Thomson Reuters Conference Center

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About the Event


A surge of financial innovation, guided by shifting trends in communications, advancements in technology and a new regulatory landscape, has triggered sweeping changes across the entire financial services sector. Today’s global equity and debt markets are being redefined through a growing movement known as crowdfinance where capital is derived by the pooling of monies from a large crowd of individual investors as opposed to big institutions and government entities.

As the flow of capital becomes increasingly more democratized through rising asset classes such as peer-to-peer and peer-to-business lending as well as equity-crowdfunding, a floodgate of opportunities is opening for investment bankers, financial advisors, fund managers, asset allocators, family offices, financial consultants and investors of all sizes.

Join us in NYC on October 16, 2014 for Wall Street’s second annual Crowdfinance Conference where financial veterans and industry leaders will provide participants with the resources necessary to capitalize in a financial services industry undergoing rapid transformation.

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

Please check back soon as current information is added.


Industry leaders discuss and debate critical crowdfinance topics including:

  • Secondary Markets and Liquidity Issues
  • Peer-Lending Marketplace in Europe and Asia
  • Real Estate
  • Data & Technology
  • P2B Evolution
  • Integrity in the Markets
  • Legal Panel
  • Women: A Big Opportunity For Crowdfinancing
  • Securitizations
  • IRAs and Crowdfinance
  • JOBS Act 2.0


Our esteemed sponsors for this event:

Click here to download sponsorship packages.

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


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

Albert leads Funding Circle's investor sales efforts and is part of a team responsible for the structuring, execution and distribution of Funding Circle’s offerings to institutional and accredited investors. He was most recently a Director of Institutional Sales at Telsey Advisory Group, a boutique research and brokerage firm. He spent six years as a Vice President at FBR Capital Markets covering hedge funds, family offices and asset managers. Prior to FBR, Albert was an Associate at Merrill Lynch Capital. He started his career in investment banking at Deutsche Bank.
Albert Periu

Director, Business Development

Funding Circle USA

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



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

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

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." ranked Jason as one of the 10 most influential people in crowdfunding.
Jason Best

Co-Founder & Principal

Crowdfund Capital Advisors

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


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

Jeffrey A. Bekiares is a Co-Founder and the Chief Operating Officer of SparkMarket, a community finance company operating the nation’s first intrastate equity crowdfunding platform, and based in the State of Georgia. Jeff is a Georgia attorney with six years of experience in securities and corporate law. He was the first attorney to discover the Invest Georgia Exemption ("IGE") and has worked closely with regulators and experts in the state and national crowdfunding community to design IGE campaigns.
Jeffrey A. Bekiares

Co-Founder & COO


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

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

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


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)


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

Joanna is the CEO of 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


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


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

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.

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

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.

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


Petra Partners

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

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


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


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


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


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


Covington Burling

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



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


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

Ian co-founded Equity.i.plc which was sold in 2006. Ian then founded and sold his financial digital agency into Incepta and went on to help build a leading European agency servicing B2B, B2C and financial clients. Ian is author of ‘Real Relations, Virtual World’, sold in over 22 countries, and ‘The Online Corporate Communications Challenge’. He was a UK Government representative 2010 for ‘UK digital design and delivery’ lecturing in Hong Kong, Southern and Eastern China. He left to set up Dijithali and was brought on board to develop ArchOver, the world’s first Secured & Insured Crowdlending platform in 2013.
Ian Anderson

Marketing Director


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 Etheridge Cannon

Chairman, Department of Real Estate

DePaul University

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


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

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

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

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

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



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

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

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


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


National REIA & REIFA

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





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