Conference & Expo Schedule CIS West 2017


September 6th, 2017
7:30 am
Registration
To avoid lines and reduce wait time, please purchase tickets online.

9:00 am
Opening Remarks
The organizers Josef Holm and Alon Goren welcome you to Crowd Invest Summit West 2017.

9:05 am
Kickoff Speech: The State of Online Investing.
Speaker: James Altucher

9:25 am
Paragon Coin ICO Introduction
Speaker: Jessica VerSteeg

9:30 am
Keynote #1: Brock Pierce
Brock Pierce is the mastermind of ICOs and founder of Blockchain capital.

10:00 am
ICO (Initial Coin Offering ) Making the Decision
Understand whether this financing path fits your business model.
Moderator:
 Stan Miroshnik
Panelists: Reeve Collins, Crystal Rose, William Quigley, Jordan Greenhall

11:00 am
From Crowdfunding to IPO
Take your company from crowdfunded idea to IPO. Learn what steps it takes to go public under Regulation A+
Moderator: Brian Korn
Panelists: Jason Paltrowitz, Joan Dromey, Michael Colon, Steve Yakubov

12:00 pm
“Crowdfunding for Social Good” (Presentation & Panel)
Devin Thorpe, Forbes contributor and author of Crowdfunding for Social Good, will explain how crowdfunding is enabling social entrepreneurs to raise the money to change the world. A panel discussion will follow.
Moderator: Devin Thorpe
Panelists: Kathleen Minogue, Oliver ThortonJohn KatovichDan Bates

1:00 pm
Crowdfunding Campaign Marketing & PR
Marketing and PR are the cornerstones of successful equity crowdfunding campaigns. Learn from the experts in the space and ask your questions in the Q&A session.
Moderator: Josef Holm
Panelists: Roy MorejonDan Baird, Bill Huston, Jason FishmanEric Vaughn Meyers

2:00pm
Fireside Chat with ArborCrowd
Hear about how a commercial real estate institution sees the benefits of crowdfunding in order to offer individual investors new financial growth opportunities.
Carlos Amezcua interviews Adam Kaufman

2:30pm
Real Estate Crowdfunding for Investors
Learn the ins and outs of successfully investing in commercial and residential real estate crowdfunding deals.
Moderator: Amy Wan
Panelists: Clay Malcolm, Jillian Sidoti, Adam KaufmanMatt Schuberg

3:30pm
Jeff Hoffman
Jeff is a founding team member of Priceline, speaker, and investor and will share his expertise in investing and online investing in particular.
Jeff Hoffman interviewed by Joy Case

4:00pm
Legal Pitfalls in Crowdfunding
Covering the legal aspects of equity crowdfunding. The experts on this panel will also answer your questions in the Q&A session.
Moderator: Mark Roderick
Panelists: Amit Singh, Georgia Quinn, Jillian SidotiJor Law

6:00pm
Expo Floor Closes

8:00pm
Networking Party Sponsored by Paragon
Tom’s Urban, LA Live, Upstairs. (walking distance from Convention Center, Badge required)

September 7th, 2017
7:30 am
Registration
To avoid lines and reduce wait time, please purchase tickets online.

9:00 am
NextGen Crowdfunding
Crowdfunding Data & Analytics.
Lyndsi Stevens, Adam Chapnick

10:00 am
Keynote Fireside Chat with Marcus Lemonis
CNBC’s “The Profit” start Marcus Lemonis will chat with James Altucher about investment strategies, how to spot great start-ups and his thoughts on crowd investing and more.

11:00 am
How to Think Like a Venture Capitalist
This high-profile panel will discuss and share their tips and tricks they use to spot great investment opportunities.
Moderator: Kevin Winston
Panelists: TX Zhuo, Ryan Azlein, Dustin RosenRob Vickery, Rich Gupta

12:00 pm
Real Estate Crowdfunding: Challenges, Risks, and Solutions.
Moderator: Chuck Jarrell
Panelists: Michael Episcope, Rayaan Arif, Ray Urrutia

1:00 pm
Crowd Invest Summit Issuer Contest Winner Pitch Panel
The top 5 winners of the Crowd Invest Summit pitch competition get to pitch their businesses to four VCs and Angel investors and the live audience.
Moderator: Greg Monterrosa
Panelists: Sharon Amezcua, Jerry Knotts, Asher Leids, Peter Cowan

2:00 pm
Getting your Corporate House in Order Before Crowdfunding
Discussing the future of crowd investing as a capital formation and investment opportunity.
Moderator: Andrew Dix
Panelists: David GosselinCraig Denlinger, Zahid AzizMarty TateJeffrey Marks

3:00 pm
Platform and Funding Options
Learn the ins and outs of running a successful equity crowdfunding campaign from companies who have successfully done it.
Moderator: Dara Albright
Panelists: Michael Hughes, Brian Mac MahonWilliam J. Rouhana, Jr.Kendrick Nguyen, Yali Harari

4:00 pm
The Future of Crowdfunding
Discussing the future of crowd investing as a capital formation and investment opportunity.
Panelists: Enzo Villani, Adam Chapnick, Thomas Kehler, Gene Massey, Jim Borzelli

6:00pm
Expo Floor Closes

share on