Tagged: nick morgan

October 31, 2025 @ 1:05 pm By Nick Morgan  |  

When iconic media brands raise capital on modern rails, the camera pans wide and the inequities of U.S. investor access come sharply into focus. Mohit Bhansali, founder and CEO of EquiDeFi, the platform powering the $500 million Los Angeles Times offering, joined ICAN’s Capital Ideas… Read More

October 13, 2025 @ 10:48 am By Nick Morgan  |  

The financial advisory profession is at a crossroads. Clients are asking more questions than ever about Bitcoin, blockchain, tokenization, and digital assets. Yet, the institutions traditionally responsible for setting the bar on advisor education—self-regulatory organizations (SROs), such as FINRA, have been painfully slow to adapt…. Read More

September 23, 2025 @ 3:38 pm By Omar Faridi  |  

Nick Morgan is a finalist for the Gregor G. Peterson Prize in Venture Philanthropy. Established in 2019 by the Peterson Family to acknowledge the work of Greg Peterson, a key figure in business and philanthropy, the prize awards a $250,000 grant over three years to… Read More

September 11, 2025 @ 12:04 pm By JD Alois  |  

The Investor Choice Advocates Network (ICAN) has filed a lawsuit to challenge the current definition of an Accredited Investor. Under current rules, only affluent investors may participate in certain private securities offerings. Typically, the most successful private firms leverage Regulation D (Reg D) to raise… Read More

September 9, 2025 @ 12:01 pm By Nick Morgan  |  

On August 7, President Donald Trump signed an executive order that could fundamentally reshape how retirement savings intersect with entrepreneurship and economic growth. The order aims to democratize access to alternative assets within 401(k) plans, opening the door for everyday Americans to invest retirement dollars… Read More

August 19, 2025 @ 12:00 pm By Nick Morgan  |  

In an era defined by distrust in traditional institutions, the economic scoreboard Americans rely on—government-issued statistics like the Consumer Price Index (CPI) and Producer Price Index (PPI)—is under growing scrutiny. With inflation impacting everything from grocery bills to mortgage rates, the accuracy and timeliness of… Read More

August 8, 2025 @ 4:53 pm By Nick Morgan  |  

Breaking the Wealth Barrier: A New Vision for Retail Participation in Private Equity Over the course of this podcast, I’ve had the privilege of speaking with some of the most forward-thinking minds in capital formation, Fintech, and policy. But every so often, a guest brings… Read More

July 18, 2025 @ 10:00 am By Nick Morgan  |  

As fireworks light up the sky this Independence Day, the Capital Ideas podcast spotlights a different kind of freedom – economic freedom – with a timely discussion on who gets to invest in America. While most Americans can buy luxury goods online, bet on sports… Read More

June 30, 2025 @ 12:15 pm By Nick Morgan  |  

In a recent episode of the Capital Ideas podcast, hosts Nick Morgan, Dara Albright, and Mark Hiraide welcomed back Woodie Neiss, founder of Crowdfund Capital Advisors, a veteran investment crowdfunding expert and key figure in the origination of the JOBS Act. Neiss, known for his… Read More

June 3, 2025 @ 9:53 am By Nick Morgan  |  

Crowdfunding a New Path to Wealth: Paul Lovejoy’s Leap Year Portfolio and the Fight for Investor Access Paul Lovejoy, founder of Stakeholder Enterprise, shared his bold vision for democratizing wealth creation. His ambitious “Leap Year Portfolio” experiment—making 366 crowd-based investments in 366 days—offers a compelling… Read More

May 9, 2025 @ 12:00 pm By Nick Morgan  |  

In the latest Capital Ideas interview, Mark Elenowitz, Managing Director at Digital Offering, revealed the strategies behind the historic Newsmax IPO. This groundbreaking Regulation A+ offering achieved the largest two-day opening gain in US market history. The success story provides a compelling blueprint for how… Read More

April 21, 2025 @ 2:21 pm By Nick Morgan  |  

Investor Choice Advocates Network (ICAN) co-founder Nicolas Morgan and board member Dara Albright recently spoke with newly appointed ICAN Senior Legal Director and Policy Counsel Mark Hiraide, who shared insights on securities regulation reform, the JOBS Act, and potential legislation that could expand capital access… Read More

April 9, 2025 @ 12:21 pm By JD Alois  |  

The Investor Choice Advocates Network (ICAN) is criticizing FINRA for an unnecessary delay in dealing with an application filed with the Securities and Exchange Commission. FINRA is a non-governmental regulator which has broad oversight over the securities industry. ICAN states that client Entrex Carbon Market,… Read More

March 10, 2025 @ 10:19 am By Nick Morgan  |  

In an era when public market listings continue to decline, and private capital dominates growth financing, the mechanism by which companies go public deserves fresh scrutiny. University of Kansas Law Professor Alexander Platt has provided precisely that in his groundbreaking paper, “Rethinking the IPO Bureaucracy…. Read More

February 20, 2025 @ 4:18 pm By JD Alois  |  

The Accredited Investor definition is one of the most obtuse rules enforced by the Securities and Exchange Commission. In place for decades, the rule defines who can participate in certain private securities offerings. Broadly speaking, an individual is deemed Accredited if they earn over $200,000… Read More

January 27, 2025 @ 1:19 pm By JD Alois  |  

ICAN, or Investors Choice Advocates Network, is a non-profit that advocates on behalf of underserved investors and those individuals deemed to be unfairly targeted by the Securities and Exchange Commission. ICAN supports investors’ rights, which sometimes suffer from too much government and too little freedom…. Read More

January 7, 2025 @ 12:31 pm By Nick Morgan  |  

  In a recent Capital Ideas interview, Rialto Markets CEO Shari Noonan shared insights on the transformation of private market investing, highlighting how retail investor participation and blockchain technology are reshaping capital formation. Speaking with hosts Nick Morgan, co-founder of the Investor Choice Advocates Network… Read More

December 30, 2024 @ 1:28 pm By Nick Morgan  |  

Accredited Investor: Using the Series 65 to Become Accredited. In late 2020, over lunch with a friend, Nathan Leung discovered an unexpected path to becoming an accredited investor – one that didn’t require the traditional $200,000 annual income or $1 million net worth. Thanks to… Read More

December 6, 2024 @ 12:51 pm By Nick Morgan  |  

In the latest episode of Capital Ideas, hosts Nick Morgan and Dara Albright of the Investor Choice Advocates Network (ICAN) sat down with Jim Row, founder and managing partner of Entoro, a technology-enabled investment bank specializing in alternative assets. During the discussion, Row shared his… Read More

November 25, 2024 @ 10:56 am By Nick Morgan  |  

Jennifer Schulp from the Cato Institute on Financial Services and Regulation In a recent episode of Capital Ideas, Nick Morgan and Dara Albright of the Investor Choice Advocates Network (ICAN) welcomed Jennifer Schulp, Director of Financial Regulation Studies at the Cato Institute. Schulp, co-author of Financing Opportunity: How… Read More