Exclusive thought-leadership annual gathering with a think-tank theme: made by entrepreneurs for entrepreneurs. ONE DAY ONLY EVENT. Join us to celebrate our 5th anniversary and become part of the most forward-looking and influential community!
As our Forum will take place just three days after the country has elected a new President, it’s an opportunity to send a message to the new occupant of the White House about what policies the entrepreneurial community would like to see. Therefore, to utilize our collective knowledge and enlarge our impact, we will be crowdsourcing recommendations from our participants at the event and sending our conclusions to the new President. It is the perfect time to work together in collaboration to foster meaningful innovations and impactful investments. Welcome to the 21 Century – the future is now.
8:00 – 8:45 Am
Registration/Morning Networking
Opening
8:45 – 9:00 Am
Opening Remarks presented by Host and MC
Capital Formation for Entrepreneurial Ventures and Small Businesses – Charting the Way Forward
MC
-
Managing Editor of the Los Angeles Business Journal, CNN & BBC contributor
HOST
-
PhD, Founder of Metropole Capital Group and Global Alternative Funding Forum, Adjunct Professor on Entrepreneurial Finance
9:00 – 10:10 Am
Opening Plenary: Shaking up the Wall Street – Redefining Securities Distribution through Crowdfinance
KEY QUESTIONS
- Acessing private equity and debt via online platforms: rules, issues & future trends
- Satisfying the investor’s demand for growth, yield and transparency
- Call for alternative venture exchanges and liquidity
- How crowdfinance is re-engaging the retail investor
- Unleashing the $14 trillion retirement industry as the next generation funding source
SPEAKERS
-
President, CEO & Director of OTC Markets Group, Inc. (OTCQX: OTCM)
-
Chairman & CEO at Weild & Co., the “father” of the JOBS Act
-
National Speaker, Author, Educator for Retirement Planning and Self-Directed IRA’s
MODERATOR
-
President of Dara Albright Media, Co-founder of FinFair & LendIt conferences
10:15 – 11:10 Am
Plenary Session: Alternative Funding Tools, Access to Liquidity and Venture Exchanges
KEY QUESTIONS
- Venture financing redefined: community capital, equipment financing and asset backed
- New IPO models for small businesses and early stage companies: rules, costs and platforms
- Liquidity resolved: venture exchanges, liquidity for employees, regulations, tools and who is in the game
SPEAKERS
-
Founder at InsideVenture (acquired, SecondMarket), Equidity, and GrowthSTARS Media
-
Member of Advisory Committee on Small and Emerging Companies at U.S. Securities and Exchange Commission
-
Partner at Manatt, Phelps & Phillips, LLP
-
Angel Investor, Micro VC & Equity Crowdfunding Pioneer, Co-Founder & CEO of DreamFunded.com
MODERATOR
-
FinTech Pioneer, Managing Partner at Breakaway Funding
11:20 – 12:30 Pm
Plenary Session: Modern Financing Tools Under the JOBS Act: Building Brand Loyalty via Stock-Ownership
KEY QUESTIONS
- Post-JOBS Act regulatory fundraising landscape for private equity: Reg A+, Title III vs traditional options under 506c and 506b
- Pros and cons: estimated costs, marketing, advertising and regulatory compliance
- Current leaders and incumbents to work with
- How to achieve liquidity for crowdfunded ventures
- Foreseeable trends, issues and an impact
SPEAKERS
-
President, CEO & Director of OTC Markets Group, Inc. (OTCQX: OTCM)
-
PhD, Researcher at Berkley, Founding Board Member of Crowdfunding Professional Association, CSO at NextGeneration Crowdfunding
-
Partner at Trowbridge Sidoti, LLP/CrowdfundingLawyers.net
-
Founder at Guzik & Associates, Legislative & Regulatory Special Counsel for CfPA
-
Co-founder & CEO at Republic, equity crowdfunding platform for main street investors co-founded by AngelList
MODERATOR
-
Founder of DJP&Co, co-chair of Crowdfunding Intermediary Regulatory Advocates (CFIRA)
1:30 – 1:50 Pm
Special Educational Prsentation: Royalties as the alternative way for both investing in/ financing of entrepreneurial ventures and projects
KEY QUESTIONS
- Fundamentals of royalty finance
- Equity retention versus cash flows
- Revenue share investing
- Tax implications
- Exchange traded royalties
- Complimentary tools and websites
SPEAKER
-
A legend of Wall Street, inventor, author, philanthropist, Board Chairman at REX Royalties
1:50 – 2:50 Pm
Sessions in a TED-Style Talk: Federal & Corporate Financing Programs in support of SMB
SESSION A
-
Regional Executive Director Southern California Region for 10,000 Small Businesses
SESSION B
-
Managing Director – Western Region Export – Import Bank of the United States
SESSION C
-
Founding Shareholder @ Homeier Law PC, a leading law firm devoted to business law including venture financing & EB-5 programs
2:50 – 3:20 Pm
Q & A Session: Beyond the Hype: Artificial Intelligence and the Rise of Robotics in Financial Services
KEY QUESTIONS
- Fundamentals and trends to watch for in 2017
- Robo-advisers: friends or foes for entrepreneurial ventures and innovation?
- Automation is here: risk management and interaction tools for fundraising
SPEAKERS
-
PhD, author, researcher and financial analyst
-
Angel Investor, Serial Tech Entrepreneur, CEO PhiFactor Technologies
-
Robotic Scientist at iRobot
3:30 – 4:15 Pm
Plenary Session: The Changing Face of Angel Investors
KEY QUESTIONS
- Modern types: head angels, sweat-equity angels, corporate angels, micromanagement angels and inexperienced angels/crowdfunders
- Finding the angel: angel groups, syndicates and top equity crowdfunding platforms
- How does diversification apply to angel investing?
- Angel Investors motivations, investment criteria and the future outlook
- Angels for impact and social entrepreneurship
SPEAKERS
-
Angel Investor, Region President of Keiretsu Forum Southern California, the world’s largest network of accredited investor members
-
Angel Investor, world renowned author & speaker
-
Angel Investor, Tech Coast Angels, LA Cleantech Incubator
-
Angel Investor, Pasadena Angels
-
LA Lead, Radical Generosity Fund
MODERATOR
-
Founder of The Blaine Group, Inc.
4:15 – 5:00 Pm
Plenary Session: Venture Capitalists on the Future of Venture Capital
KEY QUESTIONS
- The changing venture capital landscape: old school VCs vs new incumbents
- The emergence of Micro -VCs, Corporate VCs, “Non-VCs” and on-line VC funds
- What VCs are really looking for – and what they avoid
- Future trends and predictions
SPEAKERS
-
VC, General Partner @ August Capital, Creator of the first VC blog and podcast, VentureBlog & VentureCast
-
VC at AKT IP Ventures, world first incubation fund for patent portfolios and ideas
-
Founder of Grow VC Group, Co-founder of CrowdValley
-
TBA
MODERATOR
-
VC, Managing General Partner at Union Grove Venture
5:00 – 5:45 Pm
Plenary: How Blockchain is transforming venture financing industry and entrepreneurial projects
KEY QUESTIONS
- The promise of a truly global peer to peer trading marketplace.
- Blockchain adoption in Real Estate, Music and Solar industries
- Why governments & Central Banks are now funding Blockchain research
- How to invest in Blockchain technology
- Bitcoin: friend or foe?
SPEAKERS
-
Founder of Distributive, an innovation firm focused on blockchain technologies and the entertainment industry
-
CEO and Founder of Everex One, blockchain remittance company
-
Founder & President of International Blockchain Real Estate Association (IBREA)
-
CEO & Co-founder at SolarCoin Foundation and the founder of Thoughtful Capital Group
MODERATOR
-
Managing Partner at Focus Investments, a leading blockchain investment group
