Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

Crowdfunding from the Investor’s Perspective

Series: CROWDFUNDING 2018

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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.

Principal Audience: Attorneys and Advisors, Business Owners and Executives, Investors

Partner: ChamberWise, West LegalEdcenter


Meet the Panel:


Andrew Stephenson

Andrew D. Stephenson, VP of Product Management and Strategy for ...

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Jordan Fishfeld

Jordan is the co-founder and CEO of CFX Markets, an ...

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Joy Schoffler

Joy Schoffler serves as Chief Strategy Officer for Casoro Capital, ...

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