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

Securities Crowdfunding for Intermediaries

Series: CROWDFUNDING 2019

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.

This webinar is delivered in Plain English, understandable to you even if you do not have a background in the subject. It brings you into an engaging, even sometimes humorous, conversation designed to entertain as it teaches. And, it is specifically designed to be viewed as a stand-alone webinar, meaning that you do not have to view the other webinars in the series to get a lot out of it.

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

Partner: ChamberWise, Financial Poise, West LegalEdcenter

Date & Time:

Starts: 07/16/2019 3:00pm
Ends: 07/16/2019 4:00pm

*All times are Central Standard Time (CST/GMT - 6:00)



Meet the Panel:


Jordan Fishfeld

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

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Joy Schoffler

Joy is an award winning global brand strategist to business, ...

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Andrew Stephenson

Andrew D. Stephenson, Chief Product Officer for CrowdCheck and Partner ...

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Markley (Mark) S. Roderick

Markley S. Roderick concentrates his practice on the representation of entrepreneurs ...

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