Financial Poise
Crowdfunding 2019 - Investors Perspective

Crowdfunding from the Investor’s Perspective 2019

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

Panelists:

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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Markley (Mark) S. Roderick

Markley S. Roderick concentrates his practice on the representation of entrepreneurs and their businesses. He represents companies across a wide range of industries, including technology, real estate, and healthcare. Expanding on… Read More

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Nick Giovacchini

AlphaFlow’s mission is to make it easier to invest in previously inaccessible asset classes.  Nick Giovacchini is the Director of Client Services at AlphaFlow and is focused on managing AlphaFlow’s… Read More

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