Thursday, April 19, 2012
8:00 - 9:00 AM
Registration, Breakfast & Networking
9:00 - 9:05 AM
Opening Remarks: The Importance of Data and Analytics in Crowdfunding
Speaker:
- STEVEN DRESNER, DealFlow Media / PrivateRaise
9:10 - 9:20 AM
Crowdfunding Market Outlook
Speaker:
- DOUGLAS ELLENOFF, Ellenoff Grossman & Schole
9:20 - 10:10 AM
Legislative Momentum, SEC Rulemaking, and Small Company Capital Formation Initiatives
- The current state of legislation for crowdfunding
- What form will the various bills take when voted upon?
- Understanding the role of the SEC in the lawmaking process
- Issues relating to federal and state oversight in order to mitigate fraud
- Capital formation initiatives tangential to crowdfunding
Moderator:
- ANDREW VERSTEIN, Yale Law School
Panelists:
- SEAN GREENE, U.S. Small Business Administration
- KAREN KERRIGAN, SBE Council
- JOAN MACLEOD HEMINWAY, The University of Tennessee
10:10 - 10:35 AM
Protecting Intellectual Property: Understanding both U.S. and Global Patent/Copyright Protection Specific to Crowdfunding
- How can a project sponsor protect their idea?
- Understanding the potential pitfalls of posting a project on a crowdfunding website
- Practical ways to protect your intellectual property (both patents and copyrights)
- What is your recourse if you suspect theft of your intellectual property?
Speaker:
- MICHAEL JARRETT ALLAN, Steptoe & Johnson
10:35 - 10:50 AM
Networking Break
10:50 - 11:40 AM
Venture Capitalist's Point of View: A Discussion of Crowdfunding Alternatives and what makes Crowdfunding Appealing to Institutional Investors
- Exploring the crowdfunding spectrum, from reward sites to lending to equity-based investment
- Understanding the different investment strategies used by VCs
- Common criteria being used by venture capitalists for backing a crowdfunding website
Moderator:
- DAVID VERRILL, Angel Capital Association
Panelists:
- MACKEY CRAVEN, Bessemer Venture Partners
- STEPHAN PATERNOT, Actarus Funds
- PAUL SINGH, 500 Startups
- DAVID TETEN, ff Venture Capital
11:40 - 12:35 PM
Understanding the Segmentation of Crowdfunding Markets: For-Profit vs. Non-Profit, Onshore vs. Offshore
- What do the current crowdfunding business models look like?
- Defining the "boundaries and borders" of the crowdfunding universe, determining the scope of what's considered crowdfunding
- Discussion of for-profit vs. non-profit and onshore vs. offshore websites
Moderator:
- STEVEN DRESNER, DealFlow Media/PrivateRaise
Panelists:
- SEAN CARR, University of Virginia - Darden School of Business
- MICHAEL FAULKNER, SeedUps
- MAURICE LOPES, EarlyShares
- BRIAN MEECE, RocketHub
12:35 - 1:40 PM
Networking Luncheon
1:45 - 2:05 PM
Special Keynote Presentation
Speaker:
- SENATOR SCOTT BROWN (R-MA)
2:10 - 3:00 PM
Social Networking Technologies and their Integration with Crowdfunding Websites
- How social networks are integrated with crowdfunding portals
- Understanding why successful crowdfunding initiatives are quickly propagated across the Internet
- Implementation strategies used to integrate project funding with email, Twitter, Facebook, and LinkedIn
- How entrepreneurs can maximize visibility by leveraging social media as it applies to crowdfunding initiatives
Moderator:
- CARL ESPOSTI, crowdsourcing.org
Speakers:
- ANTONIA ABRAHAM, Betaworks
- WILLIAM HICKS, Mintz Levin
- DANAE RINGELMANN, indiegogo
3:00 - 3:25 PM
Emerging From the Dark Ages: How new legislation will positively impact the transparency of companies issuing and trading equity.
- Crowdfunding, Reg A, and general solicitation changes will create more opportunities for small companies to raise equity capital.
- Where will investors in these securities find secondary market liquidity.
- How will companies provide high-quality disclosure to their investors outside SEC registration?
- What do platforms such as OTC Markets, private markets, and exchanges offer for small companies and their shareholders?
Speaker:
- R. CROMWELL COULSON, OTC Markets Group Inc.
3:30 - 4:20 PM
Understanding Policy Issues vs. Securities Rules if you're in the Crowdfunding Business
- Reforming current rules and laws governing the sale of securities
- How new technology is influencing the discussion in Congress
- Will crowdfunding adapt to existing rules or will rules be influenced by crowdfunding, social media, and other innovations on Wall Street?
Moderator:
- SARAH WILLIAMS, Ellenoff Grossman & Schole
Panelists:
- CRAIG NEWMAN, Richards Kibbe and Orbe, LLP
- MANJU PURI, Duke - The Fuqua School of Business
4:25 - 4:50 PM
A Crowdfunding Case Study
- How we went from Crowdfunding to Crowdfund Investing
- The legal and legislative framework for equity-based Crowdfunding
- Best practices for Crowdfund Investing Intermediaries
- Best practices for Entrepreneurs
- The future of Crowdfund Investing
Speaker:
- SHERWOOD NEISS, Startup Exemption
4:55 - 5:25 PM
Broker/Dealer Considerations: When Website Operators Should Be Registered and a Discussion of the Sale of Securities over the Internet
- Issues that might arise if legislation is passed in the United States
- Understanding the registration and regulation of broker/dealers
- The do's and don'ts of selling securities online
- Global jurisdictional considerations
- Ideas for how monitoring of websites might be accomplished
Panelists:
- DAVID LYNN, Morrison & Foerster
5:30 PM
Closing Remarks
NYT: Crowdtilt Funded by Y Combinator, Individuals
Thu, 17 May 2012 05:59:25 PST
The New York Times reports that Y Combinator and Dole Capital were among investors who put $2.1 mill... Read More
WSJ Offers Crowdfunding Caveats
Thu, 17 May 2012 05:56:58 PST
Equity crowdfunding in the U.S. will help small business but provide many potential downsides, The W... Read More
CNN Tech: Diplomatic Online Marketing Tips
Wed, 16 May 2012 04:28:51 PST
A report from CNN Tech looks at means of contacting potential investors without getting on their ner... Read More
Thu, 17 May 2012 05:59:25 PST
The New York Times reports that Y Combinator and Dole Capital were among investors who put $2.1 mill... Read More
WSJ Offers Crowdfunding Caveats
Thu, 17 May 2012 05:56:58 PST
Equity crowdfunding in the U.S. will help small business but provide many potential downsides, The W... Read More
CNN Tech: Diplomatic Online Marketing Tips
Wed, 16 May 2012 04:28:51 PST
A report from CNN Tech looks at means of contacting potential investors without getting on their ner... Read More
DealFlow Media CEO Steven Dresner on Bloomberg Television
DealFlow Media CEO Steven Dresner on FOX Business Network
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