CROWDINVEST SUMMIT 2021
Date:
05.17.2021
Time:
11 AM – 5 PM ET
Location:
Online
The CfPA invites you to engage leading experts and learn about the latest winning strategies in investment crowdfunding
+
Sara Hanks
Director @ CfPA
CrowdCheck
Martha Miller
Securities and Exchange Commision
Oscar Jofre
KoreConX
Sherwood Neiss
Crowdfund Capital Advisors
Maureen Murat
CfPA
Crowdie Advisors
Ronald Kleverlaan
European Centre for Alternative Finance
Brian Christie
CfPA Board
Brainsy
Jamiel Sheikh
Chainhaus
Steven Cinelli
FinTech4Good
Jenny Cassan
CfPA Board
Crowdfund Main Street
Devin Thorpe
CfPA Board
Philanthropist, Writer
Vince Molinari
CfPA Board
FINTECH.TV
Chris Lustrino
KingsCrowd
George Pullen
U.S. Commodity Futures Trading Commission
Matt Pinter
Crowdfunding Institute of Australia
Darshun Kendrick
Georgia House of Representatives
Barry James
BBFTA
Gene Massey
MediaShares
Jason Fishman
Digital Niche Agency
Ruth Hedges
Rise Up Crowdfunding
Narayanan Ganapathy
Bambucorn
Varun Goel
Todayq
Jennifer Zapralka
SEC Office of Small Business Policy
Douglas Ellenoff
Ellenoff Grossman & Schole
Brian Korn
CfPA Board
Manatt Financial Services
Scott McIntyre
CfPA Board
Root Origins
Navin Thukkaram
NT Capital
Founder
Adie Akuffo-Afful
WeFunder
Michael Loyd
DOPE COFFEE
Josh Abady
Manna Cooking
Suju Mukkatira
SIFF Asset Management
Robert Salvador
DigiBuild
SEC amendments to Regulation CF and A+
On March 15, 2021, the rules of The Securities and Exchange Commission were amended. This increased the limits on RegCF to $5M and on RegA+ to $75M.
Join us at this long-awaited event to learn firsthand insights and strategies from regulators and practitioners. Make the most of new rules, predict changes in the operating landscape and position your business.
Event Program
11:20 AM -11:50 AM
Investment Advisor's Perspectives on Crowdfunding
Dar'shun Kendrick
Doug Ellenoff
Success Stories: Crowdfunding Strategies
Chris Lustrino
Josh Abedy
Michael Lloyd
11:50 AM - 12:20 PM
Connecting Institutional Capital and Crowdfunding
Crowdfunding’s Impact on Women & Minorities & Social Entrepreneurs
Jenny Kassan
Devin Thorpe
Adie Akuffo-Afful
12:20 PM - 12:50 PM
Real Estate & FinTech
Adam Gowen
Robert Salvador
Tools for Crowdfunding Success
Oscar Jofre
Ruth Hedges - Moderator
Jason Fishman
Gene Massey
1:15 PM - 2:15 PM
Interview with Securities Exchange Commission
Jennifer Zepralka
Martha Miller
Sara Hanks - Moderator
2:40 PM - 2:55 PM
Overview of Crowdfunding Ecosystem
2:55 PM - 3:10 PM
Crowdfunding in the EU
Ronald Kleverlaan
Barry James
Blockchain & Crowdfunding
Jamiel Sheikh
Varun Goel
3:10 PM - 3:25 PM
3:30 PM - 3:50 PM
Economic Impact of Equity Crowdfunding
Sherwood Neiss
Steven Cinelli
Brian Korn
Navin Thukkaram
Suju Mukkatira - Moderator
SPACs & Space Financing
Crowdfunding in Bahrain
Bambucorn Platform Introduction
George Pullen
Samson Williams
11:00 AM -11:10 AM
Welcome address from CfPA Chairman
Scott McIntyre
3:50 PM - 4:00 PM
The Future with Crowdfunding
Maureen Murat
LEGEND
Member, CfPA leadership
Brian Christie
Event Program
Swipe
11:20 AM -11:50 AM
Investment Advisor's Perspective on Crowdfunding
Dar'shun Kendrick
Brian Balley
Success Stories: Crowdfunding Strategies
Chris Lustrino &
Josh Abedy & Michael Loyd
11:50 AM - 12:20 PM
Connecting Institutional Capital and Crowdfunding
Steven Cinelli
Douglas Ellenoff
Brian Korn
Suju Mukkatira
Crowdfunding’s Impact on Women & Minorities & Social Entrepreneurs
Devin Thorpe & Jenny Kassan
12:20 PM - 12:50 PM
Overview of Crowdfunding Ecosystem
Brian Christie
Real Estate & FinTech
Adam Gowen, Robert Salvador
1:15 PM - 2:15 PM
Interview with Securities Exchange Commission
Speakers:
Martha Miller
Sara Hanks
Jennifer Zepralka
2:40 PM - 2:55 PM
Overview of Crowdfunding Ecosystem
2:55 PM - 3:10 PM
Crowdfunding in the EU
Ronald Kleverlaan
Jason Fishman
Blockchain & Crowdfunding
Jamiel Sheikh & Varun Goel
3:10 PM - 3:25 PM
Crowdfunding in Bahrain
SPACs & Space Financing
3:30 PM - 3:50 PM
Economic Impact of Equity Crowdfunding
Speaker: Woodie Ness
11:00 AM -11:10 AM
Welcome from the Chairman
Speaker: Scott McIntyre
3:50 PM - 4:00 PM
The Future with Crowdfunding
Speaker: Maureen Murat
Bambucorn Platform Introduction
George Pullen
Networking opportunities
The CfPA represents the interests of all stakeholders in the Crowdfunding community--all of us. Our work engages people from all walks and strengthens relationships, businesses, and communities through advocacy, education, and professional networking events

All CfPA summits and conferences give attendees the opportunity to easily connect with peers, colleagues & experts during and after event sessions. Even more meaningful relationships with constituents and professionals can be manifested year-round by joining the CfPA, and we offer numerous ways to do so. Simply visit CfPA.org for more information about our industry's only trade group and the many benefits of membership and sponsorship.
Summit Partners
Sponsors
Sponsorship
Thanks to the Remo conferencing platform, CfPA offers opportunities for sharing your organization's thought leadership through banners & billboards. Similarly, we can provide you with a named table, where attendees will connect with your staff during the networking sessions

Attendees & speakers include a variety of industry professionals: regulators from the US & Europe, platform founders, venture capitalists, individual investors, and service providers. In addition, we are providing discounted access to students, educators, and members of relevant NGOs
Sponsorship options
— Banner
Advocate
$700
Ally
— 4 seat table
— Banner
$1000
Patron
— 6 seat table
— Banner
$1500
Champion
— 6 seat table
— Billboard
$4000
For CfPA members:
Recordings of all speakers
Opportunity to build a useful network
Access to 2 event tracks and 4 thematic blocks
Ability to talk with speakers during the informal sessions
Price: $49
Ticket Prices
For non-members:
Recordings of all speakers
Opportunity to build a useful network
Access to 2 event tracks and 4 thematic blocks
Ability to talk with speakers during the informal sessions
Price: $199
Unlimited access to full CFPA media library
Priority & early bird access to events
Firsthand access to CFPA leadership
Unlimited access to full CFPA media library
Priority & early bird access to events
Firsthand access to CFPA leadership
Special offer!

Enter "CFPANEWMEMBER" before checkout at Eventbrite and receive CfPA membership ($129 value) with purchase of Crowdinvest Summit 2021 ticket. Your CfPA membership and all its benefits effective immediately. Access to CfPA digital archives begin in June.
$149
Q&A
Following the conference, will there be a way to keep engaged with the association and the crowdfunding community?
Yes, you can become a member of the CfPA (https://cfpa.org/join-us-be-part-of-the-movement/) and also register on the Crowdfunding Ecosystem (https://www.crowdfundingecosystem.com/account/register) to keep engaged with CfPA members, the board, and other crowdfunding stakeholders.
Ample time for networking?
At this summit, you can talk with other attendees, experts and moderators...moving from track to track, table to table at your own discretion. CfPA members also enjoy advance notice and early bird access to events, and direct contact with leadership year-round.
Will I be able to participate in all the tracks?
Yes, although the event splits into two tracks on either side of keynote addresses, attendees can move back and forth to any session as they wish. Additionally, attendees will have access to full recordings of all tracks after the summit, so you'll always have access to any topic that may interest you. More details on the program are here.
How do I attend this conference?
Simply purchase your ticket through the Eventbrite link here, or which can be accessed from the box above. If you are a CfPA member - remember to use the same email address you registered with at the CfPA.
Will I be able to watch presentations after the event?
Yes, the event will be recorded and available to members shortly after the summit.
Who will be attending the summit?
CfPA summits attract a healthy mix of stakeholders: entrepreneurs & small businesses, investors, financial advisors, securities attorneys, marketing professionals, accountants, journalists and alternative finance enthusiasts..
How many people will be at the summit?
In an effort to deliver an intimate, personal event, the summit is limited to only 500 attendees worldwide.
If 10 employees of my company want to attend, is there a discount?
Yes, CfPA members enjoy discounts to all events produced or sponsored by the CfPA. Company memberships start at 5 persons and offer further benefits, distinction and discounts. You can view all membership information here or write to us at info@cfpa.org to discuss your needs.
Sara Hanks
Member of the CfPA Board of Directors

Co-founder and CEO of CrowdCheck, is an attorney with over 30 years of experience in the corporate and securities field

CrowdCheck provides due diligence, disclosure and compliance services for online capital formation

Former Chief of the Office of International Corporate Finance at SEC

Former General Counsel of the bipartisan Congressional Oversight Panel, the overseer of the Troubled Asset Relief Program (TARP), created to revitalize the U.S. economy after Financial Crisis of 2007-2008 and authorized expenditures of $700 billion.
Scott McIntyre
Chairman of the Board at the CfPA

CEO of Root Origins, an industrial hemp enterprise

Managing Director at National Commonwealth Group, 501(c)(3) organization focused on economic development, currently trained on the restoration of Puerto Rico's sovereignty via food and energy independence

Lifelong entrepreneur and venture catalyst

Recognized pioneer in Education Technology since 1994

Has access to governments and crowds in excess of 13,000 in China, Russia, India, Australia and Europe, maintaining an active network of leading foreign alternative finance bodies with colleagues in over 20 countries.
Barry James
Instigateur, Writer for Fintech Times
Gene Massey
CEO of MediaShares.com, a marketing and funding consultancy

Crowdfunding Marketing Consultant, with extensive experience in Social Media Marketing and the Branding of Retail products online

From 1990 to 1997 Gene worked personally with Ely Callaway, Chairman/CEO of Callaway Golf, creating over four hundred television commercials that introduced and promoted the "Big Bertha" line of golf clubs. During the period of time that Gene worked with Callaway, their total sales increased from $21 million in 1990 to $843 million in 1997.
Jason Fishman
Co-Founder of Digital Niche Agency

Marketing Agency Leader, Podcast Host, and Global/Digital Speaker

10+ years experience as a "New Media Enthusiast"

Expert in digital channels including Search Engines, Social Media Platforms, Programmatic Ad Exchanges, Influencer Networks, Email Automation, Content Marketing, and Partnerships
Ruth Hedges
CEO and creator RiseUpCrowdfunding

Producer of Crowdfundingroadmap Summit Sponsored by Microsoft

Has been interviewed and quoted in over 67 publications including 7 times in Forbes
Bruno Schneider
Executive Director and President of European BlockTech Federation EBTF

Strategic advisor at Aurigraph.io

Internet pioneer, Blockchain/DLT Strategist, new value chains and transactions highways, open innovation market place designer and strategist
Douglas (Doug) Ellenoff
Co-founder of Ellenoff Grossman & Schole and iDisclose

Securities attorney who focuses on IPOs, SPACs, PIPEs and Crowdfunding

Thought leader and expert on the nuanced legalities of the JOBS Act

Key representative and advocate for the industry, Douglas has actively engaged with the SEC to discuss many aspects of the proposed JOBS Act.

Represented numerous broker-dealers, venture capital investor groups and many corporations involved in the capital formation process.
Brian S. Korn
Partner at Manatt Financial Services

Leads the firm's fintech practice

Under his leadership, the firm was nominated as "Professional Services Firm of the Year" at the 2018 LendIt Industry Awards and "Law Firm of the Year" at the 2017 LendIt Industry Awards.

Chairman of the prestigious Practising Law Institute's Marketplace Lending and Crowdfunding conference

Former Head of Equity Capital Markets and Syndicate Compliance at Barclays Capital

Former Senior Vice President and Assistant General Counsel at Citigroup Global Markets, Inc

Made multiple appearances on Fox Business Television, Bloomberg, CCTV America and National Public Radio commenting on the JOBS Act, including its impact on crowdfunding, peer-to-peer lending, IPOs and market trading dynamics.


Martha Miller
First director of the office of the Advocate for Small Business Capital Formation, SEC

Promotes and protects the interests of small businesses and their investors in the SEC, conducts consulting and analytical work in this area.
Oscar Jofre
Co-founder and CEO of KoreConX

The product: Secure, all-in-one platform gives the private market ecosystem the ability to compliantly manage corporate records, captable, funding activities, shareholders, and investors

Cup Table management innovator

Prior to KoreConX, founded SaaS-based, multilingual translation portal, BabelFish Corp. Where he led a team of more than 135 individuals to provide multilingual solutions to 7,600 contractors around the world.
Sherwood (Woodie) Neiss
Principal at Crowdfund Capital Advisors

3-time INC500 winner whose former company won E&Y's Entrepreneur of the Year

Co-founder of FLAVORx, grew the business from one pharmacy to over 80% of the pharmacies in the United States.

Co-author of the Crowdfunding Framework used in the JOBS Act

Researches, analyses and invests in promising FinTech companies focusing on all sectors of the crowdfunding market.

Advisor in SeedInvest, one of the largest crowdinvestment platforms in the world
Jenny Cassan
Founder of Crowdfund Main Street – crowdfunding portal, specializing on woman and diverse founders businesses

Social Entrepreneur, business attorney, over two decades of experience as advisor and attorney
Devin Thorpe
Vice President of CfPA

Advisor at BlissPoint consulting

Former CFO of the third largest company on the 2009 Inc. 500 list

Journalist, author for Forbes with over

One million unique readers
Maureen Murat
Principal at Crowdie Advisors

Crowdfunding, JOBS Act expert, lawyer (NY/FL Bars) and entrepreneur with over 15 years of legal industry experience
Ronald Kleverlaan
European Centre for Alternative Finance

Member of the advisory board of several industry associations in Europe, China, Africa and the USA and member of the Alternative Finance Industry Leadership Board of Cambridge University

Chairman of Stichting MKB Financiering

Well-known speaker (including a TED Talk on Crowdfunding) on the trends and future of crowdfunding and community finance
Brian P. Christie
Member of the CfPA Board of Directors

CEO of Brainsy – an innovative SaaS company offering the world's first white label social media
engagement platform that can reward participants in the form of any fiat currency, blockchain based
cryptocurrency, or complementary currency

Served in a board or executive role at companies such at LTVtrade, Promontory Interfinancial Network, and quantumStream
Jamiel Sheikh
Founder & CEO of Chainhaus

Over 20 years of experience in technology, capital markets, real estate and management

Worked for Lehman Brothers, JPMorgan, Bank of America, Sun Microsystems, SONY and Citigroup

Adjunct professor at Columbia Business School, NYU and CUNY

Author of Amazon 100 bestselling book
Steven Cinelli
Creative strategist, banker, advisor and financial technology executive Advisor for FinTech4Good

Professor of Practice at University of Johannesburg

Former Managing Director at Prestwick Partners

Consummated over $6 billion in transaction volume globally
Vince Molinari
CEO of Templum Markets

Co-founder of its parent company, Templum

CEO of Liquid Markets Group

Fintech and capital raising expert

Nearly 3 decades of experience as a licensed person in the securities industry

Participated in authoring 16 Comment Letters and Petitions for Rule Change to the SEC and Finra

Consults with members of Congress and Senate
Chris Lustrino
Founder and CEO of KingsCrowd

The first independent equity crowdfunding ratings and analytics provider

Raised 1,2M $ by Crowdfunding
George Pullen
Senior economist with the Division of Market Oversight at the CFTC

Mr. Pullen has over seven years of federal civilian service and over five years with the USMC Reserves. His experiences with the CFTC includes providing economic analysis, consulting, presenting and white papers on: natural gas, oil, refined products, coal, electricity, Bitcoin, data architecture, CDS, swap rulemakings, exchanges, metals and rare earth minerals (REMs)

He has also served as advisor to several task forces to include the: HFT Technology Committee, IOSCO Over-the-Counter Derivatives Task Force, Regulatory Data Committee and FinTech Working Group
Matt Pinter
Chairman of Crowdfunding Institute of Australia

Investor Entrepreneur, startup adviser and policy influencer
Darshun N. Kendrick
Politican, Member of the Georgia House of Representatives

Corporate Attorney and Investment Advisor

Runs a non-profit Minority Access to Capital, Inc.
Jennifer Zapralka
Chief of the Office of Small Business Policy in the U.S. Securities and Exchange Commission's Division of Corporation Finance

Former associate and counsel at WilmerHale in New York and Washington, DC, international law firm

Speaker at different Cryptocurrencies and ICO events

Law degree from the University of Pennsylvania Law School and B.A. from Dartmouth College
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