Financial Poise
Crowdfunding - Securities Crowdfunding

Securities Crowdfunding for Intermediaries

This webinar address crowdfunding portals and intermediaries. This episode begins with a basic overview of the various methods of crowdfunding, from donation and rewards based, to intra-state equity, debt, and finally securities based crowdfunding under Titles II, III and IV of the JOBS Act. Once those differences are understood, the webinar focuses on the need for intermediaries, the role that they can and sometimes, must, play, followed by a discussion on how the market has matured and where we see the market going in the online capital space. This webinar also discusses the risks and future of these intermediaries with the advent of the ICO and token distribution events.


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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