Financial Poise
Crowdfunding - Investor Perspective

Crowdfunding from the Investor’s Perspective

This webinar focuses on the opportunities that crowdfunding makes available to the investor, and how the investor should go about navigating this new world. We begin with a basic overview of the new regulatory regime, the requirements to invest, and the on-boarding process one should expect. We then dive deeper into the market opportunity, including how to access and select investments, and expectations investors should set for themselves and the projects they select. This is not intended to support any specific deal selection, but instead sheds a light upon the basic selection criteria available, the method to go about investing and what to avoid.


Webinar Faculty

Moderator:

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Jordan Fishfeld

Jordan is the co-founder and CEO of CFX Markets, an online trading platform for non-public investments that is transforming how people view and hold alternative asset positions.  CFX Markets is… Read More

Panelists:

Andrew Stephenson
Andrew Stephenson

Andrew D. Stephenson, Chief Product Officer for CrowdCheck and Partner with CrowdCheck Law, is an entrepreneurial attorney focused on assisting small and early stage businesses with corporate governance and securities… Read More

Joy Schoffler
Joy Schoffler

Joy is an award winning global brand strategist to business, government and high profile individuals. She is an expert at helping financial brands accelerate growth by building systems and messaging… Read More

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Sam S. Guzik

Samuel S. Guzik has more than 35 years of experience as a corporate and securities attorney and business advisor in private practice in New York and Los Angeles, including as an… Read More

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