7:00 AM
Registration for Preconference Discussion
7:25 AM
Crowdfunding 101...A Preconference Discussion
For those new to the crowdfunding market or are looking to brush up on the latest please attend the preconference discussion. The 4 topics below will be discussed consecutively over the hour with questions to follow.

Preconference Session Leader: Eddie Lorin, Co-Founder & Managing Director, STRATEGIC REALTY CAPITAL LLC

How it Works 101
* How much can you raise realistically using crowdfunding? What is the minimum/maximum deal size? Per investor? * Comparison vs. TICs, syndications and placement agents * Does a crowdfunder act as a managing member? * Can crowdfunding work in a blind pool environment? * Length of fundraise * Benefits and pitfalls
Joel G. Block, Chief Deal Maker, BULLSEYE CAPITAL

Legal 101
* 506(c) vs. "true crowdfunding" * Legal structure of a crowdfunding company * Marketing to accredited investors: The changes * SEC registration and other key issues * State law concerns and exemptions * Reg "D" filings... Registering an offering under Federal and State law: Comparisons vs. traditional offerings * Laws/regulations addressing advertising properties online * Accredited investors * Jobs act... What a developer needs to know * Investor-facing documents * Workouts with crowdfunders involved * What should you get a legal counsel to help you with?
Kim Lisa Taylor, Partner, TROWBRIDGE TAYLOR SIDOTI LLP

Financing 101
* Where in the capital stack? * Equity & debt structures * Cost & terms * Who does the underwriting? * Crowdfunding vs. Country club and other $$
Jonathan Chang, Associate of Private Equity, PACIFIC CASTLE

The Developer Perspective 101: What Were the Hurdles you Needed to Overcome for a Successful Crowdfunding Offering?
* What information did you provide the portal? * Why did you choose the portal you did? * Fees and structures * What were your post-fundraising responsibilities * Comparisons with other financing methods * How much did you raise?
Leslie Lundin, Managing Partner, LBG REALTY ADVISORS, LLC
8:00 AM
Conference Registration for Main Summit Attendees
8:35 AM
Evaluating the Expansion of & Economic Factors Behind the Growth of Crowdfunding as an Alternative Real Estate Financing Vehicle
Evaluating the Investors Risks and Rewards using Crowdfunding as an Alternative Real Estate Investment Vehicle.

How, when, can and do investors get paid? Investor income source... from profit, sale or acquisition? Debt, Equity or Revenue Sharing... description and Pro's / Con's? Any investor guarantee's? If so, how can or are these supported/executed? How liquid is the investor's investment? Exits? Transparency, how verifiable/accessible are the financials for the investor? Unaccredited investor legislation: What are the next steps? Crowdfunding: How much has been raised? How much will be? Real Estate Financing Techniques...Will the Growth Continue?

Richard McCay

CEO
Tieback Realty Finance, Inc

Joey Gabaldon

CEO
Ascenergy LLC

Adam Hooper

CEO & Founder
RealCrowd

Christopher Rising

President & COO
Rising Realty Partners

Max Sharkansky

Managing Partner
Trion Properties
9:20 AM
Comparing Routes to Market… Using a White Label Crowdfunder vs. Traditional Crowdfunding Syndicator vs. Lead Generation Site vs. Creating your own Portal and Going Direct to the Crowd

Alexander Philips

CEO
TwinRock Partners, LLC

Wally King

Director
Ascenergy LLC

Aaron Mesmer

Principal-Acquisitions
Block Real Estate Services, LLC

Dan Baird

CEO
CracktheCrowd.com

AdaPia d'Errico

Chief Marketing Officer
Patch of Land

Daniel Sultan

Founder
Property Pool

Harold Hofer

Chief Executive Uncle
Rich-Uncles.com
10:20 AM
Crowdfunding 2.0 – RCS launches WeAreCrowdfunding
RCS has launched its WeAreCrowdfunding platform (www.wearecrowdfunding.com a site designed to update and bring forward the concept of crowdfunded investing with unique, high quality investment opportunities, access to financial advisers and a secure and easy to use interface. Bringing greater access to real estate and other investment opportunities is important, but it is also important to ensure that investors have access to educational materials, expert advice and select, vetted investment choices. WeAreCrowdfunding embodies a number of new best practices including on-line referrals to financial advisers that we are sure will become standards for this important part of the market going forward.

Nicholas Schorsch

Chairman & CEO
American Realty Capital
10:40 AM
Refreshments Courtesty of:

1:05 PM
The Crowdfunder Portal Panel
This discussion will detail how the major crowdfunders are approaching the realestate market and will discuss• Fees and structures • Investor base and their demographics • Equity or debt? • What is your sweet spot? What types of projects are being underwritten? • Post-fundraising • What does an investor need to do for you to consider their project? • What due diligence should an investor perform on a crowdfunding portal?

Evan Gentry

CEO
Money360

Joanna Schwartz

Co-Founder & CEO
EarlyShares

Jim Aldrich

CEO & Founder
PropFunds LP

Todd Lippiatt

CEO
Aristone Capital / Propellr

Adam Hooper

CEO & Founder
RealCrowd

Jilliene Helman

Chief Executive Officer
RealtyMogul.com

Ryan Smith

Senior Vice President
DirectVest
2:05 PM
Attracting the Crowd in a Reg 506(c) Environment
• Who is in the crowd? • International vs. national vs. local vs. micro: Where are you marketing to? • Deal PR • The latest experiences in advertising, marketing, public relations and social media • How should your online profile look? • What information about your company and project should be made available?

Darryl Steinhause

Partner
DLA Piper

Mike Bendix

Co-Founder / CEO
DFPG Investments, Inc.

Tony Olivo

Director of Business Development
PEF Services LLC

Daniel Oschin

Chief Operating Officer
Shopoff Realty Investments, L.P.

John H. Grady

Chief Operating Officer
We Are Crowdfunding
2:50 PM
What Kind of Due Diligence & Governance Should you Look for Prior to Choosing a Crowdfunding Platform?
• Management evaluation and structure • What kind of governance does the crowdfunding institution have in place? What kind of governance should it have in place? • What you should know about the financing sources and strength • Role of business angels • Transparency of echnology • Investor & developer reporting & transparency • Track record

Scott Purcell

Founder, CEO
FundAmerica

DJ Paul

Chief Strategy Officer
Propellr

Joy Schoffler

CEO
Leverage PR

Chris Tyrrell

CEO
OfferBoard

Jon Haahr

Senior Managing Principal
Silver Portal Capital
1:34 PM
Luncheon for All Attendees
Featuring...Luncheon Roundtables
You can register in the morning of the conference for these un-moderated, informal discussions covering different real estate asset classes including office & industrial properties, multifamily, retail, hotels, mortgage investments and operating businesses with real estate.
2:35 PM
Using Crowdfunding Platforms to Borrow $$
• Issuing requirements • Title III Obligations •Who can invest debt crowdfunding? • Fees on debt fundraises • Terms, duration and rate of return • What determines the interest rate? • Short term bridge • My mother told me you better shop around… Comparing rates

Sydney Armani

CEO
Silicon Valley CrowdFund Ventures

Brian Good

CEO and Founder
Eagle Group Fianance

Josh Stech

Founding Partner
LendingHome

Jason Fritton

Chief Executive Officer
Patch of Land

Brew Johnson

CEO & Co-Founder
PeerStreet

Elizabeth Braman

Chief Production Officer
RealtyMogul.com
3:20 PM
SEC/FINRA & Selling Regulations
• What you need to know about the Jobs Act • What are the applicable regulations you must be aware of? • How do they apply to crowdfunding? • Fraud screening and prevention • Fiduciary issues • When do crowdfunding projects need to register with the SEC? • Advertising investments and their regulations • Scams that are out there • Form “D” filings • FINRA guidance on suitability rule to market private placements • Investor wants to exit their shares, SEC requirements and secondary market development

Jorge Newbery

Founder and CEO
American Homeowner Preservation

Melanie Pennell-Mayer

President
Associated Ventures, LLC

Peter Shakow

Principal
Bird Marella

Jim Borzilleri

President
CrowdEngine, Inc.

Melinda "Mimi" LeGaye

President
MGL Consulting, LLC

Jillian Sidoti

Partner
Trowbridge Taylor Sidoti LLP
4:05 PM
Refreshments Courtesy of:

4:30 PM
The Developers Perspective: Kickstarting your Campaign… Why did you Choose your Crowdfunder to Raise Capital? How was it Using a Crowdfunder to Raise Project Funds?
• What kind of asset did you fund through crowdfunding? Was there a reason you thought that specific asset worked for crowdfunding? • Evaluating your crowdfunder… What were the key attributes that made you go their way? • What was your crowdfunding goal? Did you reach it? • How had using crowdfunding impacted institutional fundraising? • Is current volume of customers important? • Rehab vs. new construction • Shopping financing terms • How did you structure the investments? • The devil is in the details… What was your devil? • Regulations: What did you need to know? • What did you do?… What did the crowdfunding portal do?

Michael Palmer

Managing Director
California Real Estate Regional Center

David Pittman

President
Acacia Real Estate Group, Inc.

Aaron Cuha

Co-Founder & Managing Director
Synergy Group Inc.

Leon Walker

Manager, Leasing & Development
DL3 Realty, LP

Bernie Glieberman

Manager
HRS Communities

Scott White

EVP-Investments
Mainstreet Investments

Joaquin de Monet

Managing Principal
Palisades Capital Realty Advisors
5:30 PM
The RIA, Financial Advisors, High-Net-Worth Panel
You will hear how RIAs, Financial Advisors and Investment Brokers are helping facilitate investments for clients interested in crowdfunding. The discussion will detail.

• What is the role of a financial advisor in respect to crowdfunding real estate deals? • Are commissions allowable? • Client recommendations...What does it take?

Jay Massirman

President
Rivergate Companies

Mark Crawford

President
Crawford Park Financial Inc.

Darren Whissen

Executive Vice President; Registered Representative
Courtlandt Financial Group; Atomi Financial Advisors

Thomas Rosenfield

Managing Director
Venture HM

Joseph Delaney

CEO
J.V. Delaney & Associates

Richard Pearson

Chartered Financial Consultant
Next Level Wealth
6:15 PM
Networking Reception courtesy of:

7:15 PM
Day One Concludes
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  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.

Disclosures

Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email: dataprotectionofficer@euromoneyplc.com

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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