3rd Real Estate Crowdfunding Summit

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About The Conference

iGlobal Forum is pleased to present our 3rd Real Estate Crowdfunding Summit, taking place in New York on Tuesday, October 13th, a part of our Tech Reboot 3.0 series. The phenomenal growth of real estate crowdfunding has outpaced every other industry—including technology—since the SEC legalized investment crowdfunding in September 2013. Crowdfunding provides real estate developers and syndicators with a new way to raise capital, and offers investors a new way to access this asset class beyond private equity and REITs. Hear how to navigate the regulatory environment in an asset class that is constantly evolving, and understand the best way to use these changes to your benefit. With the new regulations Reg A+ and Title III just starting to affect the investor base in approving unaccredited investors in the real estate market, the industry is in for a huge overhaul. iGlobal Forum’s 3rd Real Estate Crowdfunding Summit will help you discover how to capitalize on the different flavors of crowdfunding, and how to participate in the hypergrowth of this industry whether you’re a developer/syndicator, owner/operator, investor or intermediary.

Key Topics Covered

  • Learn the step-by-step process of crowdfunding a ground-up development or acquisition on both sides of the market
  • Learn how to implement the strategies investors, developers, broker-dealers and RIA’s who have found success in the industry have been using for yourself
  • Opportunities to invest in specific properties vs. a blind pool portfolio over which you have virtually no control 
  • Questions to ask when choosing the right platform for you: debt v. equity, the individual vetting process, how your privacy is managed, and if there’s skin in the game
  • Learn how to build your own online crowdfunding portal using a white label solution
  • Status of Reg A+, Title III unaccredited crowdfunding, compliance requirements, and other developments on the legal & regulatory front
  • Facilitated One-on-One Networking, Gala Reception, and other opportunities to meet with the players and personalities shaping this industry

Network With Leading

  • Real Estate Owners & Operators
  • Real Estate Developers, Sponsors & Syndicators
  • Private Equity Real Estate & REIT Executives
  • Real Estate Entrepreneurs
  • Crowdfunding Platforms & Portals
  • Angel Investors & Venture Capitalists
  • Hedge Funds & Institutional Investors
  • High Net Worth Individuals & Family Offices
  • Broker/Dealers, RIAs & Asset Managers
7:45 am - REGISTRATION & NETWORKING BREAKFAST
8:30 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
8:45 am - OPPORTUNITES, CONCERNS & CONTROVERSIES IN THE CURRENT TRAJECTORY OF CROWDFUNDING REAL ESTATE
  • Examine the recent regulatory changes to the industry and the effects they have had on capital raising strategies and investment activity
  • Signs of crowdfunding growth from last year affecting the larger real estate industry 
  • Understanding and navigating the legalities in getting involved in the blind pool while making sure to follow compliance
  • Diversifying your capital raising strategies to stay competitive while also remaining within your timeframe
  • Discuss the maturity of the market, and the viability in doing larger deals on these platforms
Stephanie Spear

Stephanie Spear

Commercial Regulatory Policy Representative

NATIONAL ASSOCIATION OF REALTORS

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Luis Perez de Leon

Luis Perez de Leon

Co-founder & Chief Strategy Officer

REALTYXE

View More

Christopher Tyrrell

Christopher Tyrrell

CEO

OFFERBOARD GROUP

View More

Charles Clinton

Moderator:

Charles Clinton

CEO

EQUITYMULTIPLE

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9:30 am - CHOOSING THE RIGHT CROWDFUNDING PLATFORM FOR YOU
  • Understand the different relationship each platform will provide between the capital provider and the capital raiser, and discuss the different provisions varying types of platforms have in place to facilitate that relationship
  • Explore the consequences of the development of Reg A+ -- how will bringing on unaccredited investors and lower investment limits affect platforms and their profitability for all sides of the transaction? Is there pent up unaccredited investor demand on the verge of democratizing the investment industry, or will this have little to no effect?
  • Learn how marketing and advertising opportunities vary per platform with the development of regulations 506(c) and 506(d) offering requirements 
  • Discover opportunities in white label crowdfunding and understand if this is a fit for you
  • Examine the underwriting requirements different platforms have in bringing on new projects and the measures taken to protect the investor and ensure transparency
  • Discuss how the size of the platforms and number of return investors and capital raisers affects the success of the platform
Tom Ling

Tom Ling

Director

EVERWEST REAL ESTATE PARTNERS

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Stephan Leccese

Stephan Leccese

Chief Operating Officer

FUND THAT FLIP, INC.

View More

Marty Coyne

Moderator:

Marty Coyne

CTO

CONNECTED INVESTORS

View More

10:15 am - MORNING NETWORKING BREAK
10:45 am - UNDERSTANDING THE INVESTORS IN THE CROWDFUNDING SPACE
  • Learn who is investing the capital and where the smart money is going
  • The changing definition of an “accredited investor” by the SEC, and where these investors are coming from
  • Discuss the risks in investing in crowdfunding platforms and what to expect in repayment
  • Explore opportunities in securities on these platforms, liquidity in your investments, and the future in private placements
  • Discover how successful investors in this area are protecting themselves and effectively looking out for true transparency
  • The expanding roles of broker-dealers, independent advisors and RIA’s in the crowdfunding networking and bringing their clients on board in the space
  • Explore the changes that are still necessary to make this class as lucrative as other real estate investment vehicles, and how to strategically place investments to make these changes happen
  • Using big data and industry activity to understand the crowdfunding industry
Scott Jordan

Scott Jordan

Consultant

S. JORDAN ASSOCIATES/ SILVER PORTAL DIRECT

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Chi-Pei Tseng

Chi-Pei Tseng

Director of Business Development

PEERSTREET

View More

Sydney Armani

Moderator:

Sydney Armani

CEO/Publisher

CROWDFUND BEAT MEDIA

View More

11:30 am - CROWDFUNDING FROM THE DEVELOPERS PERSPECTIVE
  • Hear how developers are reacting to the 506(b) and Regulation D requirements, and if it is affecting the profitability of raising funds via crowdfunding – is a compliance officer on staff necessary to make enough capital via crowdfunding to balance the cost? 
  • Discuss how to best use crowdfunding to fit into the capital stack, and what other forms of funding developers are pairing it with to successfully raise enough per project
  • Understanding the differences between types of platforms, and how each website will affect your strategy differently in how you interact with investors
  • Explore case studies of successful projects and how to implement these techniques in future fundraising efforts
Mark Mascia

Mark Mascia

President & CEO

MASCIA DEVELOPMENT, LLC.

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David Manheimer

David Manheimer

Co-Founder & Partner

BROOKLYN STANDARD PROPERTIES, LLC

View More

Yulia Yaani

Yulia Yaani

CEO & Co-Founder

INTERACTIVE SHARES

View More

William C. Skelley

Moderator:

William C. Skelley

Founder & CEO

IFUNDING

View More

12:15 pm - NETWORKING LUNCHEON
1:30 pm - ROUNDTABLE DISCUSSIONS-GETTING STARTED IN THE CROWDFUNDING GAME

Choose one of the following sessions to have an interactive discussion with your peers. These roundtable sessions will provide you with a unique opportunity to meet and discuss the most pressing issues in the industry with other professionals who are both looking to get started and those that have already found success.

Roundtable 1

FUNDING YOUR PROJECT: BUILDING AN ONLINE PRESENCE TO ATTRACT THE INVESTOR EYE

  • Tailoring your online post to find the money – how to attract institutional investors while keeping in mind the effects Reg A+ will have on the investor base
  • Choosing the right platform to most effectively market your product: how are you looking to interact with your investors, and which strategy would be the most effective for you?
  • Learn the prospects on funding an entire project online – is there real future in solely funding a project through crowdfunding?
  • Discuss how to stay competitive with crowdfunding vs. other real estate investment vehicles in the marketplace, how to close deals quickly, and the process 
  • The real cost of capital raising on crowdfunding, and keeping costs below market
Kim Wales

Kim Wales

Founder & CEO

WALES CAPITAL & CROWDBUREAU

View More

Roundtable 2

FINDING REAL RETURNS IN A CHANGING MARKETPLACE

  • How to most effectively do your due diligence to ensure the value of your investment when handling the details online
  • Learn how the aspect of crowdfunding affects the risk assessment when choosing between acquisitions or ground-up developments
  • Researching the platform and knowing the conversion rates of returning investors as a representation for likely future returns
  • Understanding the complexities between listing sites and websites that run transactions, and what happens to your investment if a project is not fully funded
  • Privacy management variations between different platforms, and the management of your relationship with the developer or owner of the property
Marshall Saunders

Marshall Saunders

Co-Founder & Managing Director

SAUNDERSDAILEY

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Gerald Tam

Gerald Tam

Managing Director

THE CARLTON GROUP

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2:30 pm - AFTERNOON NETWORKING BREAK
2:45 pm - SPEED NETWORKING ROUND ROBIN BREAKOUT

Join us for a rapid-pace networking session, giving you the opportunity to meet face-to-face the summit's speakers and participants. You will have the opportunity to make your way around the room in 5-minute increments making the most of your summit experience and develop new connections quickly.

3:15 pm - OVERCOMING SECURITY CONCERNS AND UTILIZING THE CLOUD

The workplace has gone mobile, giving rise to new technologies in instant accessibility as well as concerns about privacy and security of information. Hear from the experts here on:

  • Ensuring security processes are in place for your privacy with the rise of mobility
  • The rise of virtual companies, and running your business from the cloud
  • Questions you should be asking about your security and managing it once it is in place
  • Having a continuity and recovery plan in place as tech develops
Doug Marinaro

Doug Marinaro

President

LIQUIDSPACE

View More

Vijay Raghavan

Vijay Raghavan

Head of Market Development for Global Service Provide

CISCO

View More

Ian Morley

Ian Morley

Co-Founder - Chief Information Security Officer

SERRAVIEW

View More

Peter Miscovich

Moderator:

Peter Miscovich

Managing Director

JONES LANG LASALLE

View More

4:00 pm - CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION

Speakers

William C. Skelley

William C. Skelley

Founder & CEO

IFUNDING

William Skelley is founder and CEO of iFunding, an online, commercial real estate investment marketplace for

View More

Tom Ling

Tom Ling

Director

EVERWEST REAL ESTATE PARTNERS

Tom Ling is a Director at EverWest Real Estate Partners. In addition to his primary responsibilities in Asset

View More

Stephanie Spear

Stephanie Spear

Commercial Regulatory Policy Representative

NATIONAL ASSOCIATION OF REALTORS

Stephanie Spear is the Regulatory Policy Representative for Commercial Real Estate at the National Association of

View More

Mark Mascia

Mark Mascia

President & CEO

MASCIA DEVELOPMENT, LLC.

Mark has over 12 years of experience in real estate and is principally responsible for managing the investor

View More

Marshall Saunders

Marshall Saunders

Co-Founder & Managing Director

SAUNDERSDAILEY

View More

David Manheimer

David Manheimer

Co-Founder & Partner

BROOKLYN STANDARD PROPERTIES, LLC

David is the co founder and partner at Brooklyn Standard Properties. A Brooklyn focused real estate investment

View More

Marty Coyne

Marty Coyne

CTO

CONNECTED INVESTORS

Marty Coyne is the Chief Technology Officer of Connected Investors, the world's largest Real estate investing

View More

Stephan Leccese

Stephan Leccese

Chief Operating Officer

FUND THAT FLIP, INC.

Fund That Flip, is an online lender that provides fast, convenient and affordable capital to residential real

View More

Sydney Armani

Sydney Armani

CEO/Publisher

CROWDFUND BEAT MEDIA

Sydney Armani is a long time silicon valley entrepreneur, with more than twenty five years’ experience in

View More

Yulia Yaani

Yulia Yaani

CEO & Co-Founder

INTERACTIVE SHARES

Before she founded Interactive Shares, Yulia Yaani worked in real estate private equity and real estate sales

View More

Gerald Tam

Gerald Tam

Managing Director

THE CARLTON GROUP

Mr. Tam is a Managing Director at The Carlton Group where he leads the Carlton Crowdfunding platform. He has over

View More

Luis Perez de Leon

Luis Perez de Leon

Co-founder & Chief Strategy Officer

REALTYXE

Over the past 25 years, Mr. Perez de Leon’s experiences bridge across Real Estate, International wine

View More

Kim Wales

Kim Wales

Founder & CEO

WALES CAPITAL & CROWDBUREAU

Kim Wales is known as an industry pioneer and is ranked as one the top ten most influential people in securities

View More

Chi-Pei Tseng

Chi-Pei Tseng

Director of Business Development

PEERSTREET

Chi-Pei Tseng is the Director of Business Development at PeerStreet, a marketplace platform for real estate loans.

View More

Scott Jordan

Scott Jordan

Consultant

S. JORDAN ASSOCIATES/ SILVER PORTAL DIRECT

Scott Jordan is an accomplished real estate and life sciences business development and investment banking

View More

Peter Miscovich

Peter Miscovich

Managing Director

JONES LANG LASALLE

Peter Miscovich develops integrated corporate real estate solutions enabled by emerging workplace technologies for

View More

Ian Morley

Ian Morley

Co-Founder - Chief Information Security Officer

SERRAVIEW

Ian is both the co-founder and Chief Information Security Officer for Serraview. Serraview have been providing

View More

Vijay Raghavan

Vijay Raghavan

Head of Market Development for Global Service Provide

CISCO

Vijay Raghavan is the head of Market Development for Global Service Provide at Cisco. In this capacity he is

View More

Doug Marinaro

Doug Marinaro

President

LIQUIDSPACE

Doug Marinaro leads strategy at LiquidSpace, the market network for office space that helps smaller companies

View More

Charles Clinton

Charles Clinton

CEO

EQUITYMULTIPLE

Charles is the co-founder and CEO of EquityMultiple and is responsible for shaping the strategic vision of the

View More

Christopher Tyrrell

Christopher Tyrrell

CEO

OFFERBOARD GROUP

View More

Jake Marmulstein

Jake Marmulstein

CMO

GROUNDBREAKER

View More

LUNCHEON WORKSHOP

BUILDING AND MARKETING YOUR OWN WHITE LABEL CROWDFUNDING SOLUTION

Tuesday October 13, 2015 | 12:30 pm to 1:30 pm

In this workshop, you will have the opportunity to learn from experts that have successfully implemented white label crowdfunding solutions on their own websites, and explore how to manage it on your own. This workshop will guide you through the step-by-step process in:

  • Building and implementing the software required for a white label process
  • Most effectively marketing yourself online while also remaining compliant to SEC guidelines
  • Utilizing the tools available in this process to find potential investors in the industry you would not have met otherwise
  • Tailoring the wording used in your posting to give you the best traction
  • Understand the regulatory environment surrounding this process and techniques to keep in mind to ensure transparency on your end

This small-group, interactive session will also give you a unique opportunity to network both with those working through the compliance difficulties in implementing this process on their own, as well as those who have successfully managed it.

Jake Marmulstein

Jake Marmulstein

CMO

GROUNDBREAKER

View More

Media Partners

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  • September 25, 2015

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Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
Park Lane Hotel Park Lane Hotel

Park Lane Hotel

36 Central Park S

New York, NY

 

(212) 371-4000

http://www.parklanenewyork.com

 

iGlobal Forum is pleased to be hosting the Summit at the luxury Park Lane Hotel in New York. Located on Central Park in the Midtown business district, the Helmsley Park Lane hotel is just steps from Fifth Avenue shopping, Broadway theaters, Museum Mile, Radio City Hall, and Lincoln Center.

 

To make a reservation under iGlobal Forum's room block, please call 1-800-221-4982, and mention that you are attending iGlobal Forum's 3rd Real Estate Crowdfunding Summit, or book online here. Guests may also send reservation requests to cres@parklanenewyork.com. Please note that the deadline for reservations is September 29th, 2015

William C. Skelley

William C. Skelley

Founder & CEO

IFUNDING

William Skelley is founder and CEO of iFunding, an online, commercial real estate investment marketplace for accredited

View More

Tom Ling

Tom Ling

Director

EVERWEST REAL ESTATE PARTNERS

Tom Ling is a Director at EverWest Real Estate Partners. In addition to his primary responsibilities in Asset

View More

Stephanie Spear

Stephanie Spear

Commercial Regulatory Policy Representative

NATIONAL ASSOCIATION OF REALTORS

Stephanie Spear is the Regulatory Policy Representative for Commercial Real Estate at the National Association of

View More

Mark Mascia

Mark Mascia

President & CEO

MASCIA DEVELOPMENT, LLC.

Mark has over 12 years of experience in real estate and is principally responsible for managing the investor relations

View More

Marshall Saunders

Marshall Saunders

Co-Founder & Managing Director

SAUNDERSDAILEY

View More

David Manheimer

David Manheimer

Co-Founder & Partner

BROOKLYN STANDARD PROPERTIES, LLC

David is the co founder and partner at Brooklyn Standard Properties. A Brooklyn focused real estate investment and

View More

Marty Coyne

Marty Coyne

CTO

CONNECTED INVESTORS

Marty Coyne is the Chief Technology Officer of Connected Investors, the world's largest Real estate investing Community

View More

Stephan Leccese

Stephan Leccese

Chief Operating Officer

FUND THAT FLIP, INC.

Fund That Flip, is an online lender that provides fast, convenient and affordable capital to residential real estate

View More

Sydney Armani

Sydney Armani

CEO/Publisher

CROWDFUND BEAT MEDIA

Sydney Armani is a long time silicon valley entrepreneur, with more than twenty five years’ experience in Valley’s

View More

Yulia Yaani

Yulia Yaani

CEO & Co-Founder

INTERACTIVE SHARES

Before she founded Interactive Shares, Yulia Yaani worked in real estate private equity and real estate sales &

View More

Gerald Tam

Gerald Tam

Managing Director

THE CARLTON GROUP

Mr. Tam is a Managing Director at The Carlton Group where he leads the Carlton Crowdfunding platform. He has over 10

View More

Luis Perez de Leon

Luis Perez de Leon

Co-founder & Chief Strategy Officer

REALTYXE

Over the past 25 years, Mr. Perez de Leon’s experiences bridge across Real Estate, International wine distribution,

View More

Kim Wales

Kim Wales

Founder & CEO

WALES CAPITAL & CROWDBUREAU

Kim Wales is known as an industry pioneer and is ranked as one the top ten most influential people in securities

View More

Chi-Pei Tseng

Chi-Pei Tseng

Director of Business Development

PEERSTREET

Chi-Pei Tseng is the Director of Business Development at PeerStreet, a marketplace platform for real estate loans.

View More

Scott Jordan

Scott Jordan

Consultant

S. JORDAN ASSOCIATES/ SILVER PORTAL DIRECT

Scott Jordan is an accomplished real estate and life sciences business development and investment banking professional

View More

Peter Miscovich

Peter Miscovich

Managing Director

JONES LANG LASALLE

Peter Miscovich develops integrated corporate real estate solutions enabled by emerging workplace technologies for

View More

Ian Morley

Ian Morley

Co-Founder - Chief Information Security Officer

SERRAVIEW

Ian is both the co-founder and Chief Information Security Officer for Serraview. Serraview have been providing

View More

Vijay Raghavan

Vijay Raghavan

Head of Market Development for Global Service Provide

CISCO

Vijay Raghavan is the head of Market Development for Global Service Provide at Cisco. In this capacity he is

View More

Doug Marinaro

Doug Marinaro

President

LIQUIDSPACE

Doug Marinaro leads strategy at LiquidSpace, the market network for office space that helps smaller companies needing

View More

Charles Clinton

Charles Clinton

CEO

EQUITYMULTIPLE

Charles is the co-founder and CEO of EquityMultiple and is responsible for shaping the strategic vision of the company

View More

Christopher Tyrrell

Christopher Tyrrell

CEO

OFFERBOARD GROUP

View More

Jake Marmulstein

Jake Marmulstein

CMO

GROUNDBREAKER

View More

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