Aspen Investment Forum

Global Investment Expertise for Social Fundraising

See you next year!

Why attend now?

The passage of the JOBS Act has created new opportunities in the private investments industry. This legislation has resulted in high expectations and many concerns.

Over last couple months we saw two major developments: in September, an 80 year long ban on general solicitation was removed. Now small businesses, investment funds, real estate developers can openly promote their projects to investors. Then in October the SEC voted on the rules for crowdfunding to allow non-accredited investors to participate.

Outside of the legal battles we witness many new developments, including the emergence of new crowd-funding portals, interesting coalitions and entrance into the industry of established financial institutions and global corporations.

The Forum attendees will have an opportunity to learn from the industry experts about the happenings and future trends as well as how they can benefit from the changes in the securities law. The discussion topics include: equity crowdfunding, peer-to-peer and peer-to-business lending, real estate investing, legal regulations and tax strategies, business financing options, how professional investors (hedge funds, VCs, angel groups, financial advisors) will benefit from employing new securities laws, investor relations and marketing in post-JOBS Act era.

Who should attend?

  • Financial Advisors, Securities Consulting Specialists, Wealth Advisors, Fund Managers
  • Lawyers and Tax Advisers
  • PR/IR/Marketing Specialists
  • Business Angels
  • Real Estate Investors
  • Real Estate Developers
  • Wealthy Individuals
  • Business owners
  • Decision Makers at Large Corporations
  • Software Developers 
  • Crowdfunding Industry Participants
  • Representatives of Media and Research Organizations

Who is speaking?

Ash Fontana, AngelList
Ash Fontana, AngelList
Howard Leonhardt
Howard Leonhardt
Andrew Farquharson, VentureHealth
Andrew Farquharson, VentureHealth
Joey Jelinek, GroundBreaker
Joey Jelinek, GroundBreaker
Jorge Newbery, AHP
Jorge Newbery, AHP
William Skelley, iFunding
William Skelley, iFunding
Justin Hughes, Realty Mogul
Justin Hughes, Realty Mogul
Neil Dipaola, ForeFund
Neil Dipaola, ForeFund
Brian Korn, Pepper Hamilton LLP
Brian Korn, Pepper Hamilton LLP
Roger Royse, Royse Law Firm
Roger Royse, Royse Law Firm
Sam Hodges, Funding Circle USA
Sam Hodges, Funding Circle USA
Matt Burton, Orchard
Matt Burton, Orchard
Dan Burnett, Channel Medsystems
Dan Burnett, Channel Medsystems
Ethan Senturia, DealStruck
Ethan Senturia, DealStruck
Douglas Ellenoff, Ellenoff Grossman & Schole LLP
Douglas Ellenoff, Ellenoff Grossman & Schole LLP
Luke Cooper, Asurvest
Luke Cooper, Asurvest
Jason Fritton, Patch of Land
Jason Fritton, Patch of Land
Gregory J. Nowak, PepperHamilton LLP
Gregory J. Nowak, PepperHamilton LLP
William Phelan, PayNet, Inc.
William Phelan, PayNet, Inc.
Jeff Bekiares, SparkMarket
Jeff Bekiares, SparkMarket
Derek Cole,  Investor Relations Advisory
Derek Cole, Investor Relations Advisory
Ken Holman, NAREIA
Ken Holman, NAREIA
Matt Dellorso, WealthForge Holdings
Matt Dellorso, WealthForge Holdings
Chris Tyrrell, CfIRA, ASSOB
Chris Tyrrell, CfIRA, ASSOB
Jon Fox-Rubin, Aspen Startup Weekend
Jon Fox-Rubin, Aspen Startup Weekend
David Stark, OurCrowd
David Stark, OurCrowd
Sebastian Hagman, Trustbuddy
Sebastian Hagman, Trustbuddy

Agenda


8-30 am – 9-00 am

Keynote: Investing in Open Innovations. AngelList Story

Ash Fontana, AngelList

9-05 am – 9-45 am

Panel: Pros and Cons of Equity Crowdfunding for Investors

Panel Sponsor: Ellenoff

  • Ash Fontana, AngelList
  • Andrew Farquharson, VentureHealth
  • Luke Cooper, Asurvest
9-50 am – 10-30 am

Panel: Pros and Cons of Equity Crowdfunding for Entrepreneurs

  • Roger Royse, Royse Law Firm
  • Dan Burnett, Channel Medsystems
  • Jon Fox-Rubin, serial entrepreneur, organizer of Aspen Startup Week

10-40 am - 11-00 am

Presentation: Investor Relations in the Post-JOBS Act Era

  •  Derek Cole, CEO at Investor Relations Advisory Solutions

11-00 am – 3-30 pm

Break To Enjoy the Slopes and Social Life of the Most Prestigious Ski Resort in America

3-30 pm – 4-00 pm

Presentation: Equity Crowdfunding Legal Landscape: What’s Allowed and What’s Not

  • Brian Korn, Pepper Hamilton LLP

4-05 pm – 4-45 pm

Panel: Debt and Equity Crowdfunding for Investment Funds and Financial Advisors

Panel Sponsor:   CRPepperlogocolor

  • Gregory J. Nowak, PepperHamilton LLP
  • Matt Burton, Orchard
  • Matt Dellorso, WealthForge Holdings

 

4-50 pm – 5-15 pm

Presentation: Crowdfunding and Global Corporations

  • David Stark, OurCrowd: The Partnership Between OurCrowd and General Electric

5-20 pm – 6-00 pm

Panel: Crowdfunding for Real Estate

Panel Sponsor:  Patch-of-Land-Big

  • William Skelley, iFunding
  • Justin Hughes, Realty Mogul
  • Neil Dipaola, ForeFund
  • Jorge Newbery, AHP
  • Joey Jelinek, GroundBreaker
  • Jason Fritton, Patch of Land
6-00 pm – 6-30 pm

Presentation: Investing with Self-Directed IRA

  • Ken Holman, National Association of Real Estate Investment Advisors (NAREIA)

6-30 pm – 7-30 pm

Cocktail Reception

January 7th



8-30 am – 9-15 am

Panel: Latest Developments in the Lending Industry

  • Matt Burton, Orchard
  • Sam Hodges, Funding Circle USA
  • Ethan Senturia, DealStruck
  • Bill Phelan, PayNet

9-20 am – 9-45 am

Presentation: Misconceptions of CrowdFunding- What it is and isn't

  • Douglas Ellenoff, Ellenoff Grossman & Schole LLP

 

9-50 am – 10-40 am

Panel: Global Developments in the World of Private Investments

  • Chris Tyrrell, ASSOB (Australia)
  • David Stark, OurCrowd (Israel)
  • Sebastian Hagman, TrustBuddy (Sweden)

10-45 am - 11-30 am

Discussion: Enterprise Financing - P2B Lending vs. Equity Crowdfunding

  • Jeff Bekiares, SparkMarket
  • Brian Korn, Pepper Hamilton LLP
  • Ethan Senturia, DealStruck

11-40 am – 12-00 pm

Keynote: Fueling the Economy of Innovation through Private Investments

  • Howard Leonardt, Leonhardt Ventures

 

Guests

We have limited number of the hotel rooms available for a deeply discounted price (available during the forum as well as three days before and after the forum). You can save more than $500 per day by reserving your spot early!

Location : Jerome Hotel (330 E. Main st. Aspen, CO 81611)

Dates : 6th and 7th January 2014 

Early Bird Admission: $500 (until December 6th, 2013)

Regular Admission: $600 (December 6th, 2013 – January 5th, 2014)

Cocktail Reception only: $150 (based on availability)

Register Now

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About Crowdfund Productions

 

Aspen Investment Forum is brought to you by Crowdfund Productions, LLC based in Colorado. Other conferences organized by Crowdfund Productions are being held in Denver, CO, Berkeley, CA, Boston, MA, Seattle, WA, Charlotte, NC, Chicago, IL and San Diego, CA.

Crowdfund Productions organizes crowdfunding and investment events in different states, hosts educational webinars and provides crowdfunding consulting services. We assist our clients in strategic planning, crowd building and engagement, PR, marketing, monitoring and full campaign management. The main difference between those who succeed and those who fail in crowdfunding is preparation. We can help you get funded – Contact now to discuss your options!