June 19, 2024
Sunset Cocktail Party at the Westchester Country Club
Hosted by B2i Digital, Public Yield Capital, Digital Niche Agency, and Entoro
June 20, 2024
Opening Remarks
Presentation
State of the Market - Reg A and Crowdfunding Today
- Summary of the history and current data
- Overview of recent deals and their impact on future ones
- Predictions about the future of Reg A and crowdfunding
Presentation
The Best Crowdfunding Strategy That No One Is Talking About!
- Implementing integrated Side by Side™ Reg D with Reg CF offerings
- Raising $5,000,000 from Everyone and $5,000,000+ from Accredited Investors
- The best of all worlds without the time and expense of Reg A qualification
Presentation
Reg A, Reg CF, Reg D: How to Build Your Optimal Strategy
- Discussion of Reg A, Reg CF, and Reg D
- History and future of SEC rules
- Harmonizing SEC rules for optimal benefits and returns
Presentation
Modern Investor Relations - Leveraging Digital Communications and Data in Online Capital Raising
Networking Break
Company Quick Pitches
Listen to compelling three-minute elevator pitches from exciting companies to discover viable investment opportunities.
- Ohanae
ohanae.com
Greg Hauw, Founder, Chairman & CEO - Valdes & Moreno, Inc.
valdesmoreno.com
Marco Listrom, President - Silicon Prairie
sphi.io
David Duccini, CEO - Angiex, Inc.
angiex.com
Paul Jaminet, Ph.D., Founder & President - Avatar Healthcare Inc
avatarhealthcare.com
Ani Gopalakrishnan, CEO - Infinity Fuel Cell and Hydrogen
infinityfuel.com
Rick Mullins, Director of Business Development - Le Mey International
abiandjoseph.com
Clifford Mee - Liberty Coin Farms
libertycoinfarms.com
Craig Berman, CEO & CTO
Presentation
The Crowdfunding Genome - Mapping the Future of Investment Crowdfunding
- Projection of deal activity numbers for 2024
- Review of historical data and its impact on the market today and tomorrow
- Discussion of current market conditions and their potential impact
Fireside
Stairway to Victory: Using Reg CF to Get to Reg A
- How companies can climb to success by using Reg CF to get to Reg A
- Strategies to raise funds and interest through CF to be ready for Reg A
- Taking it from $5 million to $75 million and beyond - what about Reg D?
Round Table
New Era of Opportunity: Unlocking Hidden Potential for Reg A Crowdfunding
- Learn about untapped opportunities
- Develop a framework for evaluating ideal Reg A projects
- Hear about trends shaping the future of the Reg A crowdfunding industry
Lunch
Company Quick Pitches
Listen to compelling three-minute elevator pitches from exciting companies to discover viable investment opportunities.
- Rally
rally.co
Numaan Akram, CEO - Symmetry Salon Studios
symmetrysalonstudios.com
Tom Ruder CEO - TriAgenics
triagenics.com
Leigh Colby, President & CEO - 20/20 GeneSystems, Inc.
2020gene.com
Johnathan Cohen, President & CEO - Flower Turbines
flowerturbines.com
Daniel Farb, CEO - Essential Realty Partners
erpartners.us
Rick Courtney, CEO - ClearingBid, Inc.
clearingbid.com
Matt Venturi, CEO & Founder - Axbio Inc
axbio.com
Igor Ivanov, President & COO - Rare Earth Technologies, Inc.
Michael Scillia
Panel
Defining Company Objectives and Strategizing for a Successful Capital Raise
- When it makes sense to list before completing a capital raise
- Understanding when and why it makes sense to list before raising capital
- The devil in the details and the importance of due diligence
Panel
Secrets Revealed: Crowdfunding Success Stories
- Due diligence, innovation and creativity to resonate with your target audience
- Understanding investor motivations and making connections
- Value, legalities, and other secrets revealed in recent CF success stories
Panel
See a Tree Within the Forest: Making Crowdfunding Campaigns Stand Out from the Crowd
- Understanding your target audience to craft a compelling story that resonates
- Promotional strategies that get heard above the din of the clamoring crowd
- Importance of innovation, creativity, and testing the waters using real data
Networking Break
Round Table
Harness the Power of Technology: Choosing the Right Platforms to Market Deals and Process Transactions
- How to evaluate and select the right technology platforms
- Using technology for deal marketing and transaction processing
- Comparing platforms based on goals and performance
Panel
Era of Evolution: Types of Crowdfunding, Broker-Dealer Roles and Cross Border Considerations
- Discussion of reward, donation, equity, debt, and royalty-based crowdfunding
- Overview of the role broker-dealers play in effective crowdfunding
- Cross-border considerations such as KIIS. regulations, and more
Closing Remarks
Cocktail Reception
Innovative Programming + Unmatched Networking
The Reg A & Crowdfunding Conference 2024 features leaders in the space discussing the latest trends, case studies, and best practices in Reg A and CF. Here are just some of the topics we’re developing for the 2024 conference:
- The current environment for raising capital through Reg A and Crowdfunding deals
- Reg A & Reg CF by the numbers: A projection of 2024 deal activity based on market conditions and historic data
- Crowdfunding: When venture debt and business loans aren’t an option
- Seeing a tree within the forest: How to make a Crowdfunding campaign stand out
- Choosing a filing preparation service: What makes a compelling prospectus?
- How to determine whether Reg A or a Crowdfunding campaign will bring the most benefit to your company
- How to market Reg A and Crowdfunding offerings in the current climate
- Protecting your IP during a Crowdfunding campaign
- Evaluating the core Crowdfunding variations: Equity-based vs. debt-based
- Pros and cons of a Crowdfunding offering
- Benefits of Alternative Trading Systems (ATS)
- Under what circumstances can you use an ATS for a public offering?
- OTC Public Offerings: How, why and when to take this approach
- When it makes sense to list before completing a capital raise
- Achieving liquidity for insiders and early investors
- Legislative and regulatory updates on Reg A and Reg CF
- How to use a Reg A offering as a launch pad for joining the NYSE or Nasdaq
- How much will this cost? A look at fees, deal structures and expenses for Reg A and Crowdfunded offerings
- Differences, including advantages and disadvantages, between Regulation A and Regulation D Rule 506(c) offerings
- Updates on reporting requirements, including federal regulations governing Reg A Tier 1 and Tier 2 offerings
- How Crowdfunding impacts Reg A
- Using social media and understanding the forms of communication that regulators allow
- Online and offline marketing tactics
- Evaluating and selecting the right technology platforms for deal marketing and transaction processing
- Benefits of orchestrating a “testing the waters” campaign to gauge investor interest
- Understanding offering statements, public filing requirements and using the SEC’s EDGAR system
- How the SEC comment process can affect (i.e., delay and prolong) your capital raise
