Everything You’ve Ever Wanted to Know about Regulation A

Breakfast

Opening Remarks

Steven Dresner

DealFlow Events

Self-Hosted Raises – How Leading Brands Will Use Reg A+ to Raise Capital in the Next Decade (Presentation)

• Why the sector will evolve from just "marketplaces" to big brands raising capital on their websites
• The changing perception of venture capital and traditional financing sources as bigger brands enter the crowdfunding arena and succeed
• The role that data is playing in optimizing offerings
• How technology will evolve to shape the next 10 years of Reg A and beyond

Rebecca Kacaba

DealMaker

How a Series Reg A Offering Provides Numerous Syndication Opportunities (Presentation)

• Rolling out additional subsidiary classes for specific investment opportunities
• No more limited Reg Ds when you can expand the investor pool
• Structuring around difficulties in raising capital for large funds
• How to simplify tax preparation when investing in real estate
• Diversification into different asset classes, and long-term business planning

Nathaniel Dodson

Crowdfunding Lawyers

Networking Break

Marketing Tactics to Leverage Both Online and Offline Mediums (Panel)

• Where to begin promoting the offering (your customers could be your best investors)
• Identifying the target audience for precision marketing
• Cost-effective strategies for telling your story
• Explaining the investment and potential benefits – while staying within the rules
• How online and offline media, combined, can be a powerful way to get the word out

Elena Weissmann

Wefunder

Alex Portera

Rally On Media

Gene Massey

MediaShares

Eric Cox II

Netcapital

Jillian Bannister

Ext. Marketing

Safeguarding Against Crowdfunding Investor Fraud (Fireside)

• How to investigate a company founder’s reputation and business track record
• Crowdfunding platforms and investor protections
• Transparency, disclosures and legal requirements for entrepreneurs
• Communication clarity and understanding terms of the CF investment
• Horror stories and success stories
• What to do if you are a victim of fraud

Spencer Israel

Benzinga

Sara Hanks

CrowdCheck

Lunch

What’s Worked – And Hasn’t Worked – In Recent Reg A Transactions (Presentation)

• Determining the sweet spot in the capital raise amount
• Knowing when you’re ready for an exchange listing
• Maintaining good investor relations & communications
• Filing the correct SEC reports – on time
• Pursuing good advice from consultants who know Reg A

Darren Marble

Issuance

How to Springboard a Reg A Offering into Joining OTC Markets, the NYSE or Nasdaq (Panel)

• Navigating the SEC submission process
• Dealing with broker-dealers
• Budgeting expenses: how much is this going to cost?
• Determining the right exchange listing for your business
• Do you need an advisor to guide the way? (Yes, you do)

Rachel Nussbaum

OTC Markets

Networking Break

Technology Platforms to Assist in Both Deal-marketing and Transaction Processing (Panel)

• How tech platforms take the pain out of executing Reg A offerings
• Choosing a one-stop shop or different firms for marketing and processing transactions
• Why you should automate Reg A compliance and risk monitoring
• Why you definitely want to test the waters – and use tech to aid your research
• Determining fair value for money spent or... What’s the real value of your time?

Brian Zucker

RRBB

Chris Lustrino

KingsCrowd

Will Ford

LaunchBoom

Nick Bhargava

Groundfloor

Getting in the Door: How International Companies Can Raise Capital with Reg A (Fireside)

• Setting up US corporate headquarters via C-corporation, LLC or Limited Partnership
• Tier 1 or Tier 2 – determining which is best for your company
• Navigating the SEC qualification process
• Working with broker dealers
• Managing the investor portal website & investor relations
• Understanding & following SEC reporting requirements

Aaron Shafton

DealMaker

Avraham Ben-Tzvi

ABZ Law Office

Raising Capital Fast and Efficiently Through Regulation A and Regulation CF (Presentation)

• Reg CF and Reg A – What’s the difference?
• Deciding where to host your offering (marketplace platforms vs. issuer website)
• Cost-effective marketing and promotion ideas
• Getting the word out through financial publications and influencers
• Pursuing syndication and co-listing
• Benefits of fractional share "series issuer" platforms and secondary market trading

Etan Butler

Dalmore Group

Closing Remarks

Cocktail Reception