Dara Albright

Dara Albright

Dara AlbrightDara Albright is a recognized authority, thought provoker and frequent speaker on topics relating to market structure, private secondary transactions, next-gen IPOs, P2P, FinTech and crowdfinance.
Albright has held a distinguished 23 year career in IPO execution, investment banking, corporate communications, financial marketing as well as institutional and retail sales. She is a visionary who continues to introduce rising asset classes and crowd-structured financial products to the Wall Street community. Albright was one of the earliest voices covering the JOBS Act and advocating for greater democracy in the equity and credit markets. She produced the very first crowdfunding conference in January 2012 which was headlined by key JOBS Act architects: Congressman Patrick McHenry and Dave Weild. That event helped birth the crowdfinance movement and led to the establishment of the industry’s trade and leadership organizations – which she co-founded. In 2013, she co-founded LendIt, the largest and most recognized global p2p & online lending conference organization. In 2015, she co-founded FinFair, the first conference platform to feature the leadership, products and technologies driving the crowd-centric retail alternatives market. Some of the most prominent figures in the financial industry as well as the legislature continue to participate in Albright’s events.
Her leading-edge articles that have helped shape the direction of the crowdfinance industry can be found on Equities.com, Crowdfund Insider, Crowdfund Beat, Seeking Alpha, Investing.com, FINalternatives and Business Insider. She has been featured in the NY Times, Forbes, ABA Banking Journal, Thestreet.com, Private Wealth Magazine as well as in a number of leading industry trade publications. Albright continues to help issuers, investors as well as financial service providers across the globe capitalize during this unprecedented period of financial industry disruption and regulatory reform. Prior firms she worked for include: Unterberg Towbin, Morgan Stanley Dean Witter, Divine Capital and Citigate Dewe Rogerson. She is a graduate of the George Washington University and has held securities industry Series 7, 24, 31 and 63 licenses.

Dara Albright - President of Dara Albright Media, Co-founded the FinFair Conference & LendIt conference

Dara Albright
Brian Korn

Brian Korn

Brian KornBrian Korn is a corporate and securities attorney at the law firm Manatt, Phelps & Phillips, LLP, and has had multiple appearances on Fox Business Television, Bloomberg, CCTV America and National Public Radio as an expert on the JOBS Act, including its impact on crowdfunding, peer-to-peer lending, IPOs and market trading dynamics. He has been published or quoted in Forbes, CNBC, MSNBC, New York Law Journal, Law360, Philadelphia Inquirer, Pittsburgh Post-Gazette, The Financier Worldwide and The Review of Securities & Commodities Regulation.

He is the author of several articles on capital raising and investor liquidity, and has several clients in the peer-to-peer lending space. Brian is the author of “The Trouble with Crowdfunding” published in Forbes, as well as the Forbes article announcing the SEC’s crowdfunding rules proposal. Prior to joining Pepper, Brian was Head of Equity Capital Markets and Syndicate Compliance at Barclays and was Senior Vice President and Assistant General Counsel for Citigroup Global Markets Inc.Brian is an honors graduate of the University of California at Berkeley and the Northwestern University School of Law.
Brian Korn
Sheryl Hunter

Sheryl Hunter

Sheryl HunterSheryl Hunter, Esquire of Hunter Business Law - The Entrepreneur’s Law Firm®
Sheryl Hunter is the founder of Hunter Business Law, The Entrepreneur’s Law Firm®. For over 20 years Sheryl has worked with hundreds of growth-focused small businesses, from start-up to exit. She has developed her boutique firm specifically to meet the unique needs of entrepreneurial clients. This includes a practical mindset of integrating and balancing business and legal needs, as well as providing to clients the benefits of having dedicated outside general counsel on their team throughout the life cycle of their businesses.

With its focus on serving entrepreneurs, Hunter Business Law has been involved in equity crowdfunding, including as counsel to Florida Funders which provides a platform for accredited investors to view and invest in private Florida companies that are poised for rapid growth. Florida Funders blends the best of angel investing, venture capital, and equity crowdfunding, with the goal of achieving solid investor returns. Visit www.floridafunders.com to learn more.

Sheryl Hunter is a graduate of Georgetown Law Center (J.D.) and George Washington University (B.A.), magna cum laude. Sheryl lives in Tampa, Florida where she was voted 2016 Business Woman of the Year for legal services. Learn more about Sheryl:
http://www.businessobserverfl.com/section/detail/go-getter.
You can reach Sheryl Hunter at 813-867-2640, hunter@hunterbusinesslaw.com and connect with her at https://www.linkedin.com/in/sherylhunter/.
Sheryl Hunter
DJ Paul

DJ Paul

DJ Paul As Chief Strategy Officer with GATE Impact, DJ Paul develops solutions to facilitate and expand private and alternative asset transactions, including crowdfunding and 506/Regulation D securities.
DJ is nationally known for his expertise in regulatory compliance and electronic infrastructures and is regarded as one of the pioneers of the crowdfund investing movement. His desire to find solutions that work for investors, issuers and federal policymakers during and immediately after passage of the JOBS Act led him to coordinate the first post-JOBS Act meeting between the Securities Exchange Commission and crowdfunding stakeholders. This milestone meeting catalyzed and launched an ongoing collaboration that continues to this day between the SEC, federal elected officials, Wall Street and Main Street business leaders and crowdfunding advocates who are working together to shape regulatory oversight and implementation of the new industry.
DJ is co-founder and executive board member of two national crowdfunding organizations: Crowdfunding Intermediary Regulatory Advocates (CfIRA) and Crowdfunding Professional Association (CfPA). He is frequently asked to publish and speak on themes related to regulatory compliance and sustainable policies and practices related to crowdfund securities in the U.S. and abroad.
Prior to joining GATE, DJ co-founded Crowdfunder, a Los-Angeles based crowdfunding intermediary platform where he served as CSO.
His financial services career includes sovereign and high-yield bond portfolio management positions at Banque Paribas (London) and CenTrust Bank (Miami), as well as mortgage-backed securities sales with Cowan & Co on Wall Street. Prior to entering the crowdfunding space, DJ spent 15 years as an award-winning film and TV producer.
DJ earned his BA in Philosophy from Brown University. He is a certified crisis counselor and Wilderness First Responder – valuable skills for the concrete jungles he calls home: Los Angeles and New York City.
DJ Paul
Georgia Quinn

Georgia Quinn

Georgia QuinnGeorgia P. Quinn is the CEO and co-founder of iDisclose, an adaptive web-based application that enables entrepreneurs to prepare customized institutional grade private placement documents for a fraction of the time and cost.Heralded by Thomson-Reuters as a Top Female Attorney in New York City,she also serves as of counsel at the leading firm in crowdfunding, Ellenoff, Grossman & Schole,specializing in facilitating financial transactions and compliance with JOBS Act regulations. A foremostexpert in corporate finance, she has worked on over $1 billion in business transactions over the course of her legal career. Prior to founding iDisclose, Georgia representedseveral Fortune 500 companies in financings for six years at Weil, Gotshal & Manges, one of the top ten law firms in the world, and then for over two years at Seyfarth Shaw, a leader in legal technology. As aglobally recognized thought leader in the crowdfunding space, she has been a featured speaker at multiple conferences and has presented tosuch authorities as the Securities and Exchange Commission (SEC) and the American Bar Association (ABA).
Georgia Quinn
Dina Ellis Rochkind

Dina Ellis Rochkind

Dina Ellis RochkindDina Ellis Rochkind is Of Counsel in the Paul Hastings Fintech and Payments practice and is based in the firm’s Washington, D.C. office. Her practice focuses on representing clients before every U.S. federal banking agency and many state banking agencies in matters involving regulatory initiatives, regulatory legislation, and enforcement actions. Prior to joining the firm, Ms. Rochkind worked in the office of Rep. Mike Coffman (R-Colo.), where she served as Washington Director. Her experience encompasses working for the House Financial Services Committee, Senate Banking Committee and the Treasury Department. She has been involved in the drafting of almost every piece of financial services legislation over the last two decades including - the JOBS Act and the FACT Act.

Ms. Rochkind’s extensive experience spans the congressional and administrative branches of the federal government, including the transition between administrations, and multiple key legislative successes, especially involving the banking, securities, insurance, and housing industries, but also encompassing policy issues such as taxation, healthcare, and defense. She has led legislative advocacy on behalf of major corporate entities and advised congressional leaders on issues such as banking, insurance, other financial services, and economic development.

Prior to setting the legislative agenda and political strategy for Rep. Coffman, she served as Vice President of Federal Government Affairs for a mortgage lending company.
Dina Ellis Rochkind
William Eilers

William Eilers

William EilersMr. Eilers is a magna cum laude graduate of North Carolina State University and a graduate of the University of Miami School of Law with a focus on international business relations. He was a member of the International Moot Court and participated in the William C. Vis International Arbitration Moot competition in Vienna Austria. Since graduating, Mr. Eilers specializes in transactional law related to securities and entrepreneurial ventures. For the past 10 years, he has represented hedge funds, investment bankers, brokers and high wealth individuals, crafting both public and private transactions that maximize investment while limiting securities law liabilities. Mr. Eilers also works closely with management of publicly traded companies, maintaining SEC and alternative reporting compliance, including corporate actions under FINRA and DTC compliance as well as start ups looking for “going public” transactions through IPOS, mergers and other alternative public offerings.
William Eilers
Sydney Armani

Sydney Armani

Sydney ArmaniSydney Armani is a long time silicon valley entrepreneur, with more than twenty five years’ experience in Valley’s community acting in both an entrepreneurial and investing capacity. Sydney’s vision for starting and successfully managing innovative companies, like Hello Net A Mobile telephony appliance services on Minitel and Videotex A online a first generation of touch Screen tablets. His international experience in trade and International banking takes him around the world, projects with OPIC Overseas Private Investment Corporation for free trade with business engagement in Europe and UAE’s Dubai.
A creative person at heart, he’s working on building CrowdFunding platform Live Crowdfunding demo pitch contest building bridge for new generation of Startup’s in the Crowdfunding industry.
He has been an active speaker and moderator at conferences and plenary sessions on Real Estate crowd finance, capital markets, secondary liquidity, disruption in banking and a host of other topics. He has lectured at major universities such as Georgetown and Hult International business School, while authoring articles for or being interviewed by INC Magazine, Housing Wire, Forbes, Fortune, The Economist, amongst others.
Sydney Armani
Steve Cinelli

Steve Cinelli

Steve CinelliA career banker, Steve has been on the forefront of applying technology to financial services, in particular, capital formation. Having co-founded and developed the first marketplace finance platform in 2000, he has evolved his experience into revolutionizing the housing finance industry as well as developing a best practice platform for private company reporting, a foundational building block for private secondary markets. Steve has been an active speaker and writer on topics of crowdfunding, alternative finance, secondary markets, social economics, and financial technology. He authored a much acclaimed research report on Real Estate Crowdfunding for Massolution, and recently was a contributing author on a soon to be published book on Crowdfunding for Sustainable Entrepreneurship and Innovation.
Steve Cinelli
Vincent Molinari

Vincent Molinari

Vincent MolinariVincent Molinari is the CEO of Ouisa Capital, LLC (FINRA Registered Broker Dealer) and Managing Director of Ouisa, LLC. Mr. Molinari was previously the CEO and Co-Founder of Gate Global Impact, Inc.- now Eclat Impact, LLC, a subsidiary of Ouisa, LLC, where he serves on its Board of Directors. Mr. Molinari has nearly 3 decades of experience as a licensed person in the securities industry where he began his career at Lehman Brothers and later at Janney Montgomery Scott.

Mr. Molinari is a nationally recognized Thought Leader in the investment industry and is an active Global Speaker on Market Infrastructure, Capital Formation, Impact Investing, and The JOBS Act. He has also served as the Correspondent for Impact Investing for Clear Channel. He has been invited to testify before the U.S. House of Representatives Committee on Financial Services, Subcommittee on Capital Markets, and Government Sponsored Enterprises. Mr. Molinari has also testified before The Securities and Exchange Commission's Advisory Committee on Small and Emerging Companies regarding secondary market liquidity. He has participated in authoring 16 Comment Letters to the SEC, Proposals for Rule Changes, and Amendments to Securities Laws. Vince also led authorship of a Patent for Systems and Methods for Trading, Clearing and Settling Securities Transactions Using Blockchain Technology. In addition, he consults with members of Congress and Senate on these issues.

He believes new market infrastructure brings transparency, efficiency, and liquidity to the unstructured global alternative asset markets His vision is based on the core beliefs that "actionable knowledge" drives investments and that technology can close the gap between traditional and emerging alternative markets. Vince believes opening the private market for investment can spearhead economic growth and job creation. The company's initiatives in Impact Investing reflect a commitment to bringing positive change through financial innovation and access to capital.
He has established and operated innovative Alternative Trading Systems (ATS) and Quotation Bureau for 144A and Private Securities. He also helped to create taxonomies and unique identifiers for the clearance, settlement and depository for these unregistered securities. Additionally, he formed and operated a Qualified Matching Service (QMS) for LPs pursuant to a Private Letter Ruling from the US Department of Treasury.
Mr. Molinari has vast international experience, having established financial services partnerships in China, South Korea, the UK and India. He also formed innovative Public-Private partnerships with organizations including United Nations Global Compact and the Overseas Private Investment Corporation (OPIC.)
Mr. Molinari has been very active in industry initiatives and forums. For example, he is a Founding Member and First Co-Chair of Crowd Funding Intermediary Regulatory Advocates (CFIRA), and a Founding Member of Crowd Funding Professional Association (CFPA). Moreover, Mr. Molinari was directly responsible for acting as an advocate in industry forums, focusing on bringing regulatory framework to bear and facilitating investor protection through not only information availability and access to liquidity.

Mr. Molinari is also an active speaker on issues related to capital markets and early- stage companies, and regularly speaks at events around the world, lately with particular focus on Market Infrastructure, Impact Investing, and the JOBS Act.
Mr. Molinari has been quoted and published in a wide range of business media including the Wall Street Journal, Washington Post, Forbes, Bloomberg News, CNNTech, CSRwire, TechCrunch, TriplePundit Advance Trading and Securities Technology Monitor.
Some of his Awards and Honors include: United Nations Global Compact 2013 Leaders Summit Delegate, 2014 Kingonomics Emancipation of Capital Award: Emerging Markets, 2016 Impact Frederick Douglas Award: Male Champion of Global Women's Equality, and IGD Frontier 100 Leader. He also serves on various Boards as a Global Advisory Council Member including IMPACT Leadership 21, Operation Water, and Cornerstone Capital Group. He is a speaker for the Federal Reserve Bank of New York as well as the U.S. Department of State- International Visitor Leadership Program.
Vincent Molinari
Rebecca A. Fannin

Rebecca A. Fannin

Rebecca A. FanninRebecca A. Fannin is the founder of Silicon Dragon Ventures, a news and events group focused on startups, emerging companies and venture capital. The group publishes a monthly e-newsletter and programs tech innovation forums in Asia, the U.S. and Europe.
At Forbes.com, Rebecca writes a weekly column about innovation and startups in emerging markets.
Her books, Silicon Dragon (McGraw-Hill, 2008) and Startup Asia (John Wiley, 2011), have been translated into Chinese, Vietnamese and Arabic, and featured byBBC, CCTV, Channel News Asia, Reuters, China Daily, Financial Times, TheWall Street Journal and New York Times.

Rebecca was international news editor at Red Herring in Silicon Valley during the dotcom boom from 1999 to 2001, and prior to that, the editor-in-chief of Pulitzer-owned International Business magazine from 1990-1994. She was a deputy editor of Ad Age International from 1996-1999. A regular contributor to CNBC,BBC, Inc.,Worth,AVCJ,The Deal,and Chief Executive, she also hasresearched and written several thought leadership reports for Econsultancy, Sony and KPMG, including the firm’s annual Tech Innovation Report.

Rebecca has spoken at numerous conferences, universities and associations, including the Asia Society, China Institute, TiECon, Harvard Club, Tsinghua University, World Affairs Council, NASSCOM and the World Economic Forum in Dalian.
Ms. Fannin resides in New York City and San Francisco, and travels regularly on assignment to innovation markets including China and India.
Rebecca A. Fannin
Brian Dally

Brian Dally

Brian DallyBrian is a co-founder and director of GROUNDFLOOR and serves as CEO. He is responsible for investor relations and setting long term direction and goals for the company. Brian's 15 year career building disruptive technology startups spans stints in Silicon Valley, Boston, London and the North Carolina Triangle region. Previously, he led the launch of Republic Wireless to take on the big four cellphone carriers to international acclaim. As a result, millions more Americans can now afford a smartphone. Brian has a JD from Harvard Law School, an MBA from Harvard Business School, and a BA with Highest Distinction from the University of Virginia.
Brian Dally
Allen Shayanfekr

Allen Shayanfekr

Allen ShayanfekrAllen Shayanfekr, Esq. is the CEO and Founder of Sharestates: www.sharestates.com. Allen is currently admitted to practice law in NY and CT. His legal expertise in securities law is paramount to Sharestates’ ability to promote and produce public and private offerings in a highly regulated space. Allen interacts regularly with the Securities and Exchange Commission, in addition to spearheading daily operations at Sharestates.
Prior to launching Sharestates, Allen joined Atlantis National Services as their National Title Producer and Account Executive, holding approximately 28 Producer’s licenses across the Country. Allen’s other credentials include acting as an editor of the Municipal Lawyer (a quarterly journal published by the New York State Bar association). Allen received his J.D. Magna Cum Laude from Touro Law Center where he graduated in the top 6% of his class and his B.A. in Political Science from New York University.
Allen Shayanfekr
Joan Dromey

Joan Dromey

Joan DromeySenior Product Manager - Private Markets, Computershare Joan Dromey is the Senior Product Manager for Private Markets, at Computershare, N.A. She has wide ranging expertise in ecommerce products/systems, business and systems analysis, process improvement and risk/compliance issues as well as extensive background and knowledge of financial services, capital markets, securities trading and electronic payment processing.
Computershare Investor Services provides comprehensive, best-in-class transfer agent services for over 6,000 corporate clients, including REITs, ETFs and ADRs and administers over 25 million active shareholder accounts. Services include shareholder recordkeeping and account maintenance on proprietary systems, industry-leading shareholder services, robust self-service options via automated telephone and Internet, annual meeting services, dividend disbursement, investment plans, shareholder communications, lost holder and escheatment service. Prior to joining Computershare, Joan worked for several years raising equity capital for real estate and venture private placement offerings (First Winthrop, The Harborside Companies) as well as building a successful practice consulting and providing strategic planning services to entrepreneurs.
She holds a Bachelor of Arts degree (cum laude) from the College of the Holy Cross.
Joan Dromey
Jillian Sidoti

Jillian Sidoti

Jillian SidotiJillian Sidoti is one of the country’s leading experts on Regulation A+. Since 2008, Jillian has submitted multiple Regulation A Offering Circulars to the Securities Exchange Commission for approval making her one of the few attorneys familiar with the law prior to the changes under the JOBS Act.
Since the JOBS Act, Jillian has assisted multiple companies and entrepreneurs realize their fundraising goals through Crowdfunding, 506©, and Regulation A. Jillian also continues to specialize in transactional legal matters such as private placement memorandums, S-1′s/S-11’s, Regulation D filings, trademarks, copyrights, NDA’s, and contractual matters. Jillian also spends her time speaking at seminars educating real estate investors on how to legally raise capital for their real estate investment projects.
Prior to her legal career, Jillian owned and operated a record label enabling her to tour worldwide with artists, including visiting South Africa, Canada, Europe, and the United States. Using that experience, Jillian has been commissioned to write articles and contracts for many music industry entities.
For several years, Jillian taught Finance and Accounting for the BS and MBA programs at the University of Redlands, drawing on her experience as Financial Analyst, Controller, and CFO for many companies from manufacturing to real estate development. Jillian also teaches a Small Business Management class where students are taught the anatomy of a business plan.

Jillian may be contacted at jillian@syndicationlawyers.com or 323-799-1342

Jillian Sidoti
Sara Hanks

Sara Hanks

Sara HanksSara Hanks, co-founder and CEO of CrowdCheck, is an attorney with over 30 years of experience in the corporate and securities field. CrowdCheckprovides due diligence and compliance services for online alternative securities offerings. Its services help entrepreneurs and project sponsors through the disclosure and due diligence process, give investors the information they need to make an informed investment decision and avoid fraud and help intermediaries avoid liability. Sara’sprior position was General Counsel of the bipartisan Congressional Oversight Panel, the overseer of the Troubled Asset Relief Program (TARP). Prior to that, Sara spent many years as a partner of Clifford Chance, one of the world’s largest law firms. While at Clifford Chance, she advised on capital markets transactions and corporate matters for companies throughout the world.Sara began her career with the London law firm Norton Rose. She later joined the Securities and Exchange Commission and as Chief of the Office of International Corporate Finance led the team drafting regulations that put into place a new generation of rules governing the capital-raising process. Sara received her law degree from Oxford University and is a member of the New York and DC bars and a Solicitor of the Supreme Court of England and Wales. She serves on the SEC’s Advisory Council on Small and Emerging Companies. She holds a Series 65 securities license as a registered investment advisor. Sara is an aunt, Army wife, skier, cyclist, gardener and animal lover.
Sara Hanks
Blaine McLaughlin

Blaine McLaughlin

Blaine McLaughlinBlaine McLaughlin is the Chief Operating Officer of VIA Folio, an innovative private investment platform that makes it easy for portals, issuers, brokers and advisors to engage with private debt and equity offerings. VIA Folio supports issuance, custody, servicing and secondary transactions in private equity and debt investments and other unlisted securities. He joined the company in 2007, and has led retail customer acquisition and management, partnerships, licensing, portfolio acquisition, introducing broker services, and other business development activities for Folio Investing.
McLaughlin previously served as a Director of Marketing and Analysis at Capital One for credit card and direct banking divisions, and as an officer in the U.S. Navy. He has more than 15 years of experience in the financial services industry, holds a degree in economics from the University of California at San Diego, and an MBA from the Wharton School at the University of Pennsylvania.

Blaine McLaughlin
Mark Roderick

Markley S. Roderick

Mark RoderickMarkley S. Roderick concentrates his practice on the representation of entrepreneurs and their businesses. He represents companies across a wide range of industries, including technology, real estate, and healthcare. Expanding on his in-depth knowledge of capital raising and securities law, Mr. Roderick spearheads the firm’s Crowdfunding practice and is one of the leading Crowdfunding lawyers in the United States. He maintains a Crowdfunding blog at www.crowdfundattny.com, which contains news, updates and links to important information on the Crowdfunding industry. Mr. Roderick also speaks regularly at Crowdfunding events, including these events within the last few months: Crowdfund Global Expo (CFGE) Crowdfund Investment and Alt. Finance Summit – New York, NY CFGE Crowdfund Real Estate Summit – Austin, TX Harvard Business School Club – Crowdfunding Real Estate Seminar – New York, NY Pharmaceutical Consulting Consortium International, Inc's 7th annual Rountable focused on Crowdfunding for the Life Sciences – Chesterbrook, PA Mr. Roderick represents dozens of portals and other participants in the Crowdfunding industry, providing both technical knowledge and industry expertise. Mr. Roderick has spent more than 30 years representing entrepreneurs and their businesses in a wide variety of transactions, including: Counseling entrepreneurs through the formation, development, and growth of their businesses Raising money through private placements and venture capital Buying, selling, and investing in businesses Planning business transactions to minimize corporate and individual taxes Preparing Shareholders’ Agreements, Partnership Agreements, and Operating Agreements Protecting business goodwill through restrictive covenant (non-compete) agreements Compensating key employees using options and restricted stock Technology licensing and development Mr. Roderick developed and moderates a seminar series for entrepreneurs co-sponsored by the Rutgers-Camden Business Incubator, the Burlington County College High Technology Small Business Incubator, and the Rutgers-Camden Small Business Development Center. In this series, Mr. Roderick and other panelists guide the entrepreneur through key legal aspects of business development and growth.
Mark Roderick
Jonathan Frutkin

Jonathan Frutkin

Jonathan FrutkinJonathan Frutkin has a long history as a business executive and owner. He has owned a website design business, a software company, a real estate development company and was the developer for a national ice cream chain. As the founder of The Frutkin Law Firm, he worked to put together the top legal talent available to assist business clients – growing the firm to more than 10 attorneys within a few short years. His practice focus was on providing general counsel, including capital formation, mergers and acquisitions, litigation strategy and intellectual property. He’s the author of the book Equity Crowdfunding: Transforming Customers into Loyal Owners. He has also appeared frequently in the media, including in international publications like The Economist, Kiplinger Personal Finance and The Washington Post. He is a frequent media commentator on television, on the radio and in print. Jon can be reached at jfrutkin@criccafunding.com.
Jonathan Frutkin
Cynthia Nevels

Cynthia Nevels

Cynthia NevelsCynthia is a technologist, investor, business management consultant, accounting and finance expert, and adjunct professor with over 15 years’ experience teaching for community colleges across Texas. She has created and designed innovative entrepreneurship training programs for prestigious academic institutions and nonprofits for over seven years. Cynthia is an effective and innovative business owner who speaks globally on the topics of LEAN strategy development, product development, sales, marketing, finance, accounting and customer relationship management. Cynthia has been a management consultant and small business advisor for 13 years and has helped over 600 small to midsize businesses and government agencies develop winning strategies, implement new systems and introduce new technologies to streamline operations and increase profits. Cynthia is the author of “Financial Bailout: A Guide to Creating Your Own Financial Rescue Plan During a Recession.” She is a certified LivePlan Expert. Cynthia is a Senior Business Advisor for Goldman Sachs 10,000 Small Businesses in Dallas/Fort Worth. She is the curriculum developer and a mentor for United Way of Metropolitan Dallas’ GroundFloor Accelerator program, and a Senior Business Advisor for Business and Community Lending of Texas, Inc. (BCL of Texas) in Austin, Texas. In 2014, Cynthia launched the LivePlan.com business plan writing education program with Capital One Bank and PeopleFund in Austin, Texas. This program was created to teach small business owners and start up entrepreneurs the tools needed to write an effective and comprehensive business plan, create an effective pitch for investors, create a business model canvas and measure financial outcomes. The program served 21 military veterans in Austin, Texas and over 46 small business owners in Dallas, Texas. "I invest in small business but not small ideas. No one loves becoming an integral part of local business' success more than I do." - Cynthia Nevels
Cynthia Nevels
James Jones

James Jones

James JonesJames A. Jones is the CEO and Founder of the IRAeXchange, and the Vice President of Business Development for IRA Services. James was the sole pioneer of Self-Directed IRA’s in the P2P Marketplace Lending as well as the Equity and Real Estate crowdfunding industries. He engineered the first “Crowd IRA” in 2013, and now has strategically aligned with IRA Services to offer the first cloud based API driven retirement account platform that opens up the $14 Trillion retirement industry to alternative asset investors.
James A. Jones works directly with Crowdfunding Portals and Platforms, Broker Dealers, Hedge Fund Managers, Registered Investment Advisers, Family Offices and Real Estate firms and associations.
Invited to the White House Crowd funding Champions of Change, he is a nationally recognized speaker, author and educator. Mr.Jones is regularly featured in the Wall Street Journal, Dow Jones Market Watch, Reuters, Crowd Fund Beat, InvestorBeat.com and AccreditedInvestorMarkets.com. He is a frequent expert speaker at leading Crowd funding Industry Association forums including Dara Albright Events and Lendit.
He is Amazon's #1 seller on Self-Directed IRA's and the industry's most published author offering the series "Retire Richer" core set with "Self-Directing Your Retirement", "Self-Directed IRA Workbook", the Industry’s first practical step-by-step guide in the process of investing in self-directed IRA’s, and "Self-Directed IRA - Prohibited Transactions". Having spent over 20 years in financial services working for firms such as Merrill Lynch and Wells Fargo, Mr. Jones has Series 65, 7, 63, insurance and mortgage licenses as well as a Masters degree in Finance from Harvard University.

James A. Jones - National Speaker, Author, Educator for Retirement Planning
CEO - www.IRAeXchange.net
https://www.linkedin.com/in/selfdirectediravisionary
978-500-5791
James Jones
Jorge Newbery

Jorge P. Newbery

Jorge P. NewberyJorge P. Newbery is Founder and CEO of American Homeowner Preservation LLC, which utilizes Regulation A+ to crowdfund the purchase of nonperforming mortgages from lenders at big discounts, then shares the discounts with struggling homeowners. A 2004 natural disaster triggered the financial collapse of Newbery's former business, leaving him with $26 million in debts he could not pay. Newbery rebuilt himself through AHP, sharing what he learned from his challenges to help families at risk of foreclosure stay in their homes.

He authored Burn Zones: Playing Life's Bad Hands, in which he chronicled his financial rise and fall; Debt Cleanse: How To Settle Your Unaffordable Debts For Pennies On The Dollar (And Not Pay Some At All) to help families resolve their unaffordable debts; and Stories of the Indebted sharing the struggles of everyday Americans overburdened by debt. He speaks regularly on debt, housing, and finance.
Jorge P. Newbery
Gene Massey

Gene Massey

Gene MasseyGene Massey is the CEO of MediaShares and its subsidiary, QwikShares, companies offering innovative CrowdFinance solutions for marketing and transacting online securities offerings. MediaShares licenses its U.S. Patented methodology, system, and software to FINRA Brokers and their companies to facilitate CrowdFinancing Public Offerings.

MediaShares' methodology helps companies with online fans, customers, and affinity groups raise capital by selling their private and public shares directly to their online communities. Using this system and software in Regulation A+ securities offerings, both the stock issuer and its FINRA broker collect valuable data from their massive online community of shareholders.

Gene is a regular speaker at Wall Street conferences and in addition to creating transformative methodologies for selling securities on the Internet, he is also known as an Internet marketing specialist. For many years he has owned and operated an online video production company, and worked personally for seven years with Ely Callaway, Chairman of Callaway Golf, creating over four hundred television commercials that introduced and promoted the "Big Bertha" line of golf clubs. During the years that Gene worked with Callaway, their total sales increased from $21 million to $843 million.
Gene Massey
Craig Denlinger

Craig Denlinger

Craig DenlingerCraig Denlinger is the managing partner of Artesian CPA and CrowdfundCPA.com, specialized in audits, reviews, and financial reporting matters for crowdfund offerings (Reg A+ and Title III), small businesses, and start-ups. With 20+ Reg A audit clients, we are the leading firm in these unique financial reporting requirements, with connections and know-how to ensure a smooth filing and qualification process. Our industry knowledge, SEC reporting experience, and industry connections set us apart as the industry leader for crowdfund accounting, audit, review, and SEC reporting matters.
Craig was previously an Audit Manager with Deloitte & Touche, where he led audits and financial reporting projects in the banking and securities industries and worked with many small businesses. He is an expert in audit, GAAP application, and SEC financial reporting requirements. Craig has a BBA in Accounting and Finance from the University of Iowa.

Craig Denlinger, CPA
Managing Partner | Attest Services
Crowdfund CPA
Affiliate of Artesian CPA, LLC
Office: 303.823.3220 | Mobile: 563.542.3381
1624 Market Street, Suite 202
Denver, CO 80202
Email: craig@crowdfundcpa.com | www.CrowdfundCPA.com
Crowdfund CPA is an affiliate of Artesian CPA, LLC, a registered certified public accounting firm.

 

Craig Denlinger
Michael Homeier

Michael Homeier

Michael Homeier Michael Homeier practices in the area of general business, securities, corporate, transactional, and business financing law (including EB-5 and Crowdfunding) both for entrepreneurs and start-ups, and for established businesses, in every industry, including tech and entertainment. With over 30 years' experience in the corporate and business transactional fields, both as in-house corporate counsel and with private law firms, Michael brings a deep level of legal knowledge and expertise to the start-up world. He represents a number of entrepreneurs in their formation, organization, and financing, including through Crowdfunding platforms and portals, and regional centers in the EB-5 Program, and assists them with structuring their projects, organizing their entities, and documenting the launch of their enterprises, including private placement memoranda (PPMs), investor procurement agreements, articles, bylaws, operating agreements, shareholder agreements, stock purchase agreements, NDAs and Non-Circs, plus transactional and financing documents. In addition to numerous engagements as a university law professor, Michael also actively participates in public speaking engagements, both in the start-up, Crowdfunding, EB-5, and business law arenas, and as an inspirational speaker to teenaged and young adult cancer survivors (as one himself) on finding post-treatment life success. Michael earned his J.D. from the University of Southern California, and his B.A. from the University of California, Los Angeles.
Michael Homeier