About The Conference:

iGlobal Forum is pleased to present the 4th Real Estate Crowdfunding Summit, taking place in Los Angeles on Thursday, June 23rd. Real estate crowdfunding is on a roll as the pool of potential investors has expanded exponentially with the addition of non-accredited investors to the mix. With all JOBS Act regulations now in effect, the ultimate question is whether we’re on track to realize the hopes and dreams of real estate crowdfunding, and what the future holds. Here we highlight the challenges and opportunities put forth with the new regulations, and analyze how to use each flavor of crowdfunding to find the best risk-adjusted returns within the real estate market. The Summit will explore what each side of the industry is looking for from the platforms, and ask the question on everyone’s mind: how will they respond in a downturn market? The event will provide the opportunity to meet and network with 150+ senior-level executives from leading: real estate developers & owners, crowdfunding platforms, private equity firms, hedge funds, family offices, broker/dealers, RIAs, investment banks, institutional investors, asset managers, and high-net-worth individuals.

Join us for our Keynote Interview with

Dr. Richard Swart

Dr. Richard Swart

Director of Research, Innovation in Entrepreneurial & Social Finance

UC BERKELEY HAAS

Join us for our Keynote Interview with

Nav Athwal

Nav Athwal

CEO

REALTY SHARES

Key topics that will be covered:

  • Keynote interview highlighting expectations, opportunities, and the impact of crowdfunding on real estate
  • The promise and challenges associated with unaccredited crowdfunding and Reg A+
  • Exploring the different flavors of real estate crowdfunding and when each is most appropriate
  • Market and sector focus of specialized platforms and where investors are finding the best risk-adjusted returns
  • How to most effectively utilize online tools and fundraising platforms to promote your project
  • A live analysis of current crowdfunding deals, and their prospects in the online marketplace
  • Outlook for the future of crowdfunding, and how platforms are preparing for a potential downturn

Network with leading:

  • Real estate owners and developers
  • Real estate private equity firms
  • Crowdfunding platform executives
  • Hedge fund managers
  • Family offices & high-net-worth individuals
  • Institutional investors & asset managers
  • Commercial real estate brokers
  • Insurance company officers
  • Investment banks
  • Broker/dealers & RIAs
  • Attorneys & accountants

Speakers

Keynote Speaker

Dr. Richard Swart

Dr. Richard Swart

Director of Research, Innovation in Entrepreneurial & Social Finance

UC BERKELEY HAAS

Dr. Richard Swart is recognized as a leading global thought leader in the crowdfunding industry. Richard is a founding board member of the Crowdfunding Professional Association (CfPA), the Crowdfunding Intermediary Regulatory Advocates (CIFRA), and an early leader in the field. Richard co-organized the first major national conference on crowdfunding and coordinated several educational events on the JOBS Act throughout the United States for the White House.

As a research scholar in the Institute for Business & Social Innovation in the Haas School of Business, he is the University’s resident expert on crowdfunding and evolving models of alternative finance. He also organized the Annual Academic Symposium on Crowdfunding Research. He currently advises the Bill and Melinda Gates Foundation, and works with several other prominent foundations, think tanks, funds and corporations. He is co-author of the book Crowdfunding: The Corporate Era.

Richard has emerged as the global expert in developments in crowdfunding. He was the lead author on a research project for the World Bank exploring crowdfunding and funding models for innovative technology. He has lectured in Europe, the UK, Africa, the Middle East and throughout the United States. In recognition of his research in the United Kingdom, he was recently made a Fellow of the Royal Society of Arts.

Keynote Speaker

Nav Athwal

Nav Athwal

CEO

REALTY SHARES

Nav Athwal is Founder and CEO of RealtyShares, an online marketplace for real estate investing connecting individual and institutional investors to private US real estate investments. Prior to founding RealtyShares, Nav was a real estate and land use attorney at San Francisco based law firm Farella Braun & Martel (FBM). At FBM, Nav represented developers, fund managers, nonprofits and public and private REIT's on some of the largest US real estate and renewable energy projects. Former clients include Equity Residential, Archstone, SKS Investments and representative transactions include the Airbnb Headquarters, the Pinterest Headquarters and Desert Sunlight & Topaz. Nav was named a 2013 Northern California Rising Star Lawyer, a guest lecturer to UC Berkeley Law and a founding member of the Forbes Real Estate Council.

Sanford Coggins

Sanford Coggins

Founder/CEO

VISIONWISE CAPITAL

Sanford’s unique background as a Commercial Real Estate Broker/Principal, and 25 years as a Wealth Advisor combines a history of real estate underwriting with the experience of an RIA. He is one of few professionals who have been able to successfully transition from being an RIA to becoming a Sponsor of RIA-friendly commercial real estate Alternatives through his company, VisionWise Capital. Sanford began his professional career as a Commercial Loan Officer at RepublicBank Dallas underwriting loans for real estate and energy related credits. He has since then served Investors as a Commercial Real Estate Broker and Principal of over $500 million in commercial real estate acquisitions and dispositions. Sanford later joined Merrill Lynch and became Vice President, Wealth Management Advisory. During his 16-year tenure, Sanford managed more than $100 million in client assets and liabilities and co-developed a three-year, $77 million pilot project creating financial opportunities for the regions ethnically diverse communities. Sanford earned one of Merrill Lynch’s most prestigious honors, the Lifetime Achievement Award, for his enduring leadership and excellence, both professionally and in the community. Sanford founded VisionWise Capital in January 2013, which now controls and manages $51 million of real estate assets.

VisionWise is a commercial real estate fund focused on improving the way commercial real estate is delivered to and through Wealth Advisors. By pursuing an all-cash capital structure, VisionWise Capital is determined to eliminate the risks associated with bank debt, while applying a unique capital allocation that engenders a competitive risk-adjusted return to the Advisor’s clients. Sanford holds a post-graduate Certificate of Entrepreneurship from the University of Southern California, and received his BA from the University of Texas at Austin. Sanford has been a featured speaker for colleges, universities, and industry conferences including courses on Cash Management and Business Financial Strategies at UCLAs Price Anderson School of Business.

Sanford and his wife, Robin, live in Southern California and have three young adult children.

Ryan Parkin

Ryan Parkin

Managing Partner

CRESS CAPITAL

Ryan Parkin is a Managing Partner with Cress Capital. Prior to forming Cress Capital, Mr. Parkin was a Principal with Chase Merritt and a Vice President with Andrews Securities where he acted as a principal investor, placement agent and advisor to leading institutional and entrepreneurial real estate investors, operators and developers. Prior to these activities, he held an acquisitions role with PCCP, LLC. PCCP is a leading commercial real estate private equity fund manager and portfolio lender with over $6 billion of assets under management. While at PCCP, Mr. Parkin participated in the origination, analysis, capitalization and legal structuring of investments totaling $375 million in firm capital. These investments included debt and equity positions in all major commercial real estate asset types representing approximately $1 billion in total capitalization. He led the asset management of twenty investments totaling $400 million in firm capital representing approximately $1.2 billion in total capitalization. Previously, Mr. Parkin worked in real estate private equity fundraising with Credit Suisse and in an acquisitions role with the private multifamily developer JPI. Mr. Parkin received a Bachelor of Science from Vanderbilt University cum laude with a double major in Economics and Human & Organizational Development. He has been associated with ULI, ICSC and NAIOP.

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 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.

Gregory Hebner

Gregory Hebner

Managing Director

ARIXA CAPITAL ADVISORS

Steve Sadler

Steve Sadler

Chief Executive Officer

ALLEGIANCY

Steve is the impetus behind the formation and strategic direction of Allegiancy, contributing essential skill sets, institutional relationships, and experience to the team after spending nearly twenty years in financial services and the investment banking field. He began pursuing investment banking projects in commercial real estate while part of Signet Bank’s Capital Markets Group, now known as Wells Fargo & Company. With public market securities and private placement transactions under his belt valued at more than $1 billion, Steve has been involved in a wide range of asset classes and financing structures and has proven commercial real estate performance and significant turnaround experience. He graduated from Florida State University with a BA in East Asian Studies/Economics and holds the Chartered Financial Analyst designation.

Jon Haahr

Jon Haahr

Senior Managing Principal

SILVER PORTAL CAPITAL LLC

Jon Haahr is the Founder of Silver Portal Capital (http://www.silverportalcapital.com) and a Senior Managing Principal with over 25 years of experience in the real estate capital markets and a track record that exhibits a depth of investment banking, advising, and capital raising expertise for both private and public companies. He has been managing underwriter, placement agent and advisor in over $17 billion of equity, debt and financial advisory transactions for the real estate industry from 1991 to the present, involving more than 150 transactions.

Mr. Haahr directs a team that provides services in the areas of strategic/financial advice and capital formation to a focused group of private and public real estate clients owning/operating all types of commercial, healthcare, and hospitality properties. In addition to raising more than $12 billion for public REITs/REOCs, he has advised and raised private institutional equity capital of over $5 billion for leading private and public companies in the industry, including: a $150 million joint venture for a retail REIT, a $200 million joint venture and $500 million restructuring for an urban housing developer, a $200 million initial capitalization of a mortgage REIT, a $100 million joint venture for an owner/operator of office properties, a $100 million joint venture for a developer of boutique hotels, an $80 million entity-level investment in a developer of senior housing/assisted living facilities, and a $100 million joint venture for a student housing owner/operator. Mr. Haahr has also worked extensively in the non-traded REIT sector, and provided strategic/financial advice to senior management teams and boards of directors.

Prior to forming Silver Portal in 2001, Mr. Haahr was Co-Head and Managing Director of Real Estate Investment Banking for Wachovia Securities (presently Wells Fargo Securities) from 1999-2001. In addition to responsibilities as Group Head, Mr. Haahr founded and headed the Private Transactions Group, established to link private institutional investors with private and public real estate companies through strategic joint ventures.

Mr. Haahr also founded and ran the Real Estate Lodging and Leisure Group at EVEREN Securities (successor firm to Kemper Securities) from 1991 until joining Wachovia, where he had sole responsibility for strategy, P&L, and all new business generation. Under his leadership, the group established a significant market presence in the public REIT sector and became a leader in working with core and non-core real estate asset types.

Mr. Haahr received his MBA from the Henry B. Tippie School of Management at the University of Iowa, holds a Bachelor’s degree in Economics from Iowa State University, and is a Certified Public Accountant (CPA). He is a past and present member of multiple corporate boards, currently serving as an independent director of Reven Housing REIT, and previously serving as independent director of Clarion Partners Property Trust and Trustee of the James A. Graaskamp Center for Real Estate at the University of Wisconsin. Mr. Haahr has historically maintained a number of industry affiliations including the Urban Land Institute (ULI) and Pension Real Estate Association (PREA), and speaks regularly at a variety of industry events. 

For more information, please visit Silver Portal Direct at http://silverportaldirect.com

Dr. Eric Siragusa

Dr. Eric Siragusa

Principal

MHC AMERICA, LLC

Eric currently co-manages multiple mobile home park investment funds and, along with his affiliates, participates in the ownership and/or management of over 20,000 lots in 25 states. Eric has been involved in investor relations, capital raising, and acquisitions including due diligence and underwriting of mobile home parks. He holds a Ph.D. in Electrical Engineering from the University of California at San Diego and has received multiple patents.

Since 2008 he has served as President of the of the non-profit North San Diego Real Estate Investors Association, Inc. (NSDREI), one of San Diego’s leading real estate education and networking organizations Eric also serves as an educator, mentor and consultant to other real estate investors and professionals. He is blessed with a wonderful wife and two daughters.

Leslie Lundin

Leslie Lundin

Managing Partner

LBG REAL ESTATE COMPANIES, LLC

Jesse Draper

Jesse Draper

CEO

VALLEY GIRL, INC. & VALLEY GIRL VENTURES

Jesse Draper is creator and host of 2015 Emmy nominated television series, “The Valley Girl Show” as well as CEO of Valley Girl, Inc. She has produced and distributed over 300 interviews with some of the greatest minds in business, entertainment and technology including; Ted Turner, Mark Cuban, Sheryl Sandberg, Supreme Court Justice Sandra Day O’Connor, Jessica Alba, MC Hammer and Eric Schmidt. USA Today called the show “Must see startup TV”. The show has an initiative to interview 50% women in business. Previously a Nickelodeon star, Draper has used her comedic and acting talents to bring an approachable feel to the business world. Through The Valley Girl Show, she has helped pioneer the way in the digital media world and has created a new distribution models for online shows. Draper is also an investor through her fund, Valley Girl Ventures where she does early stage seed investing in female founded consumer focused startups; some of her portfolio companies include Laurel & Wolf, Move Loot, Carbon38, BlockCypher, Beautycon&Sugarfina. Listed by Marie Claire magazine as one of the ’50 Most Connected Women in America’, Jesse founded a women-in-business organization in association with ‘The Valley Girl Show’ which holds exclusive quarterly events across the country for networking and support of women in business. She is a contributor to Marie Claire, SV Magazine, Mashable, Forbes.com, Huffington Post and Glam and is regularly asked to appear as a tech expert on CNBC, HLN and has also appeared on such talk shows as ‘The Katie Couric Show’. She was most recently a regular featured mentor on Freeform/ABC Family’s Startup U. Jesse is a new mom, splits time between Silicon Valley and Santa Monica and is a graduate of UCLA. She proudly sits on the board of the Bizworld Foundation, supports the Parkinson’s Institute and is very involved with growing UCLA’s female entrepreneurship community.

Aaron Chan

Aaron Chan

Managing Director

COMMUNITY PROPERTY REINVESTMENTS

Aaron Chan is the Managing Director for Community Property Reinvestments (CPR Pacific), a real estate investment company, and the President of ABC Solutions, a merchant processing brokerage firm. CPR initially focused on California foreclosure/shortsale fix and flip opportunities, however as the market began to change in 2012, CPR switched its focus to private lending through whole notes and mortgage funds, as well as debt and equity investments via syndications and crowdfunding.
Beginning in the summer of 2013, Mr. Chan’s quest to further diversify his real estate investments led him to research, visit the operations and interview the founders of top crowdfunding platforms across the country in order to differentiate between their various strengths and weaknesses. His experience with 40+ separate investments on 7 platforms, investing on behalf of CPR Pacific LLC, his self-directed 401K and his self-directed Roth 401K accounts gives him a unique perspective and vantage point within the Real Estate crowdfunding arena. His opinion is valued by fellow investors, venture capitalists and the crowdfunding platforms themselves.


Mr. Chan graduated from UC Berkeley with a double major in Economics and East Asian Languages, and a minor in City Planning. He has held a California real estate license for over 20 years, working the first 6 years as an investment broker with Marcus &Millichapto exclusively represent commercial developers, national food/retail tenants, and REITS with their build-to-suit and NNN properties sales nationwide. He’s also has years of mortgage banking experience working with lending subsidiaries of Lehman Brothers and GE Capital.

 

 

Mark J. Weinstein

Mark J. Weinstein

President & Founder

MJW INVESTMENTS

Mark is the President and Founder of MJW Investments. After beginning his career as an attorney, Los Angeles native Mark J. Weinstein founded MJW Investments in 1983 when he discovered the potential of real estate investment and development through several successful ventures. Under his leadership MJW has acquired approximately 1 billion dollars of real estate holdings in all asset types. He also spearheaded the adaptive reuse of Santee Village, one of Los Angeles’ largest adaptive reuse projects of over 800,000 sq. ft. of mixed-use in the Fashion District of Downtown Los Angeles. Mr. Weinstein’s passion for, and expertise in property repositioning has been a guiding factor in the company’s growth and success.

Mark is the majority owner of the firm’s $500MM diversified real estate holdings. More recently, Mark has led the firm’s strategic growth into student housing and has amassed a portfolio of student housing properties at Michigan State, Washington State, Brigham Young University, UC Santa Barbara and Texas Tech. The firm continues to expand its Southern California multifamily portfolio.

Throughout his career, Mr. Weinstein has maintained active associations and leadership roles with numerous civic and philanthropic groups. These include a three year term as Chair of the Jewish Federation’s Real Estate Construction Division, active associations with the Young Presidents Organization (YPO), the Guardians, an agency dedicated to serving the elderly and the Jewish Venture Philanthropy fund. His philanthropic involvement is diversified and he has been honored with many awards from various organizations in the community including the Jewish Federation Real Estate Construction Division, the Legacy Award from Los Angeles Family Housing Corporation and the Justice Award by the L.A. Law & Poverty Center for his work in the community.

Mr. Weinstein holds a Bachelor of Arts degree from the University of California at Santa Barbara (summa cum laude), and a Juris Doctorate from Loyola Law School (dean’s list).

Ryan Granito

Ryan Granito

Vice President of Real Estate

FUNDRISE

Ryan is Vice President of Real Estate for Fundrise and is based in Los Angeles and San Diego, CA. Ryan is focused on developing relationships with local developers and property owners to expand the company's presence on the west coast. Ryan has broad industry experience ranging from acquisitions and dispositions to development and construction management, having worked in both private and public sectors throughout his career.

Prior to joining Fundrise, Ryan led entitlements, design, and financing efforts for Beverly Hills based Bolour Associates. At Bolour, Ryan managed the development of mixed-use projects ranging from $20MM - $150MM in total costs, focusing on urban infill sites in Downtown Los Angeles. Prior to Bolour, Ryan held development positions with the San Diego Housing Commission, Sares-Regis Group, and Lennar.

A California native, Ryan lives in Los Angeles with his wife Lisa, daughter Sydney and son Charlie.

Seth Wilson

Seth Wilson

Director, Energy & Economic Development

CUTTING EDGE CAPITAL

Seth Wilson develops markets around social-ecological systems. An experienced energy manager and commodities trader, Seth is adapting traditional finance to build greater community health, wealth and local resiliency. Seth recently coauthored “Applying New Market Tax Credits & Direct Public Offerings to Woody Biomass Projects in California,” a joint paper between Northern California Community Loan Fund and Cutting Edge Capital. Seth is working on a number of land development projects for growing sustainable urban food systems and serves as executive director of the Riverside Food System Alliance.

Seth is an active director at GC Solutions Inc., a technology spinout company focused on water treatment and reuse technologies. He serves on the leadership team of Slow Money Southern California. He is a GARP certified Energy Risk Professional and holds a M.S. in Decision Sciences from the University of Memphis.

Brian Shniderson

Brian Shniderson

President & CEO

CAPITAL 360, LLC

Brian Shniderson is an entrepreneurial business leader with broad experiences in restructuring and building companies. Brian has created and sold several businesses in the service, technology, manufacturing and distribution industries. Twice Brian has landed his companies on the INC. 500’s Fastest Growing Companies List- Both awards were achieved before the age of 30.

Brian has been involved in real estate as an investor, developer, lender and workout consultant. Today Mr. Shniderson is focused on expanding his self-storage business. He has several ground up and conversion projects in multiple states and is currently one of the largest developers of self-storage in Los Angeles County.

In 2014 The Crowdfunding Insider reported that Mr. Shniderson was the first sponsor utilizing a national crowdfunding partner to go ‘full circle’ on a project and repay
investors 100% of principal and preferred return. Mr. Shniderson is a frequent speaker and panelist on the state of real estate and is often quoted in national real estate publications.

Mr. Shniderson earned his Bachelor of Science degree in Political Science from the University of California Los Angeles and is a graduate of Harvard Business School, Executive Education in Corporate Reconstruction, Private Equity and Venture Capital.

Jason Fritton

Jason Fritton

Co-Founder & Executive Chairman

PATCH OF LAND

Jason is responsible for setting Patch of Land’s vision and leading the team’s efforts to accomplish the company’s mission of building wealth and growing communities. Jason launched Patch of Land when the SEC implemented Title II of the JOBS Act in 2013 based on his vision to evolve real estate financing to be tech-enabled, data-decisioned, and easily accessible to a marketplace of borrowers and investors. Jason has decades of experience managing and growing startup companies. Prior to Patch of Land Jason founded and developed a telecommunications design and procurement firm active in the public sector. Previously he served as Director of Digital Marketing for a national retailer. Additionally he founded and developed several technology-based startups including Startingline Networks, Tech@Cost, and Virtual Realties. Jason studied biology at Cornell College.

Bryan Shaffer

Bryan Shaffer

Principal

GEORGE SMITH PARTNERS

At George Smith Partners (GSP), Mr. Shaffer focuses on delivering solutions to address his clients’ real estate capital requirements and arranges structured financing
for multifamily and commercial properties, including acquisition, refinance, construction, bridge and permanent loans, mezzanine and participating debt, and joint venture equity. He is one of the eight partners at GSP, a 40 year-old boutique commercial real estate investment bank that arranges $2.5 - $5 billion every year in debt and equity for their clients.

For over 25 years, Mr. Shaffer has been active in the industry with a track record of success and over $4.5 Billion of transactions. He has completed transactions in the multi-family, office, retail, industrial and hospitality sectors as well as specialized experience with complex data centers, healthcare/medical and senior facilities. He is also considered an expert in complex restructuring, bankruptcy debt and partnership buyouts.

Prior to GSP, Mr. Shaffer ran his own global investment advisory company, managed assets and led dispositions at large Japanese institutional investor, Mitsui Real Estate Sales and operated projects for several development firms. He was also the founder of the International Real Estate Trade Organization
(IRETO). Early in his career, he served as a contractor for the United States Resolution Trust Corporation (RTC), an Expert Witness, and as a California Superior Court Receiver. Mr. Shaffer currently serves as a member of the Clearinghouse Real Estate Company (CREC), which is part of the Clearinghouse Community Development Financial Institution.

Professional and Academic Affiliations:

  • Urban Land Institute, ULI, Program Committee
  • International Council of Shopping Centers, ICSC
  • Family Office Real Estate Investment Group
  • Distressed Asset Coalition, (DAC) - Chairman
Jason Schwetz

Jason Schwetz

Founder

TRIPLENETZERODEBT.COM

Jason Schwetz, founded TripleNetZeroDebt.com as a result of his 30 years of commercial real estate investing. Specializing in the retail sector of commercial real estate, Mr. Schwetz has been involved in development, acquisition, management, disposition, financing and leasing of 38 retail projects in California, Virginia, Ohio, Indiana and Wisconsin. In addition to his landlord/sponsor experience, for over 24 years he has owned and operated retail and office businesses that include The JDS Restaurant Group Inc., Paseo Business Center and others. These business has given him a unique perspective on commercial real estate from the investor, tenant and landlord point of view.

Mr. Schwetz is a licensed California Broker and holds the designations of CRX and CSM with the International Council of Shopping Centers.

Laurie Thomas Vass

Laurie Thomas Vass

President

THE PRIVATE CAPITAL MARKET, INC.

Vass is a graduate of the University of North Carolina at Chapel Hill and has a undergraduate degree in Political Science and a Masters degree in Regional Planning.

Vass is a North Carolina state-registered investment advisor, and is a professional money manager. She is the inventor and holder of a research method patent on selecting technology stocks for investments.

Vass is the author of seven books. The most recent book is Accredited Investor Crowdfunding (2014). Available at Amazon.

She has published over 87 scholarly economic articles on the Social Science Research Network author platform. She is currently ranked in the top 1.4% of over 305,000 economic authors, worldwide, on the SSRN platform.

One of her early economic research papers, written for the North Carolina Department of Labor, included the policy guidelines for creating what eventually became The North Carolina Council For Entrepreneurial Development.

She is a student of history of North Carolina. Many of her articles and books about North Carolina are archived in the Carolina Collection at Wilson Library at UNC.

Vass is a frequent contributor to the global crowdfunding news website, CrowdSourcing.org, and writes management consulting articles to help CEOs learn how to conduct a direct corporate private offering.

One of her articles on CrowdSourcing, about estate planning for technology firm CEOs, is the single most highly viewed article on their global website, with over 240,000 views.

In addition to being a licensed investment advisor, Vass is also licensed in North Carolina as a property, casualty, life and health insurance agent, and is a North Carolina real estate broker.

Prior to starting her advisory company in 1987, Vass was a regional economist and advisor to the Board of Directors of B. C. Hydro, and also served as an economic advisor to the N. C. Commissioner of Labor. She learned the retail stock trade as a broker, at E. F. Hutton.

 

Klara Bergman

Klara Bergman

President

THE K. BERGMAN GROUP, LLC

Klara Bergman is a 35 year veteran with personal expertise in raising $180,000,000 in private equity for the acquisition of commercial properties. Ms. Bergman is highly experienced in renovating, leasing, marketing, and hands-on management, of 33 shopping centers equaling 2 million sq./ft., numerous apartment buildings; 288 acre Central Coast master planned community and a variety of other land deals, several start-ups and developed and built her first self-storage facility in Santa Maria, California.

Previously Ms. Bergman was an Executive Search Consultant, recruiting college graduates/Jr. Officers for the Fortune 500 companies. Klara’s long list of loyal client companies included IBM, ITT, EDS, American Hospital Supply, Proctor & Gamble, Baxter Labs, Honeywell, U.S. Steel, etc. Klara ranked as one of the top recruiting/placement consultants placing over 500 candidates throughout the United States.

Klara Bergman is president and owner of The K. Bergman Group, a boutique private equity and real estate investment firm located in Thousand Oaks.

  • Host and co-producer of “Investment Tactics”, one of Southern California’s most popular financial Television and radio programs
  • Host of the “Million-Dollar Woman” radio and television show, Northern California 
  • Recruited builders for Mobil Oil during the development of Redwood Shores, Redwood City, California
  • Rescued and repositioned-about to be foreclosed subdivisions in Foster City and Mariners Island, Northern California
  • Represented Shappel Industries in the sale of 40 custom homes in Hillsborough, California 

Awards

  • Outstanding Business Woman - American Business Women’s Association
  • Woman of the Year - Foundation for Home Ownership Education
  • Growing Companies Award– L.A. Area Chamber of Commerce
  • Nominated for Outstanding Business Woman of the Year - San Fernando Business Journal, 2009
Gene Massey

Gene Massey

Chairman/CEO

MEDIASHARES.COM

Gene 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.

 

Jilliene Helman

Jilliene Helman

CEO

REALTYMOGUL.COM

Jilliene is the CEO and Co-Founder of RealtyMogul.com, responsible for the company’s strategic direction and operations. Jilliene, who sits on RealtyMogul.com’s board, has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist®, holds Series 7, Series 63, and Series 24 licenses and has a degree in Business from Georgetown University.

Elizabeth Braman

Elizabeth Braman

Chief Production Officer

REALTYMOGUL.COM

Elizabeth Braman is the Chief Production Officer at RealtyMogul.com, responsible for procuring new products, as well as equity and debt investment opportunities. Elizabeth is a JD, MBA, CCIM, and an award-winning finance executive, with 15 years of experience in commercial real estate lending, business development and sales. Previously, Elizabeth owned, operated and launched several successful companies in the real estate and technology sectors. RealtyMogul.com is her fifth start-up, of which the first was sold in 2015 to a publicly traded company, two were backed by venture firms and one was backed by a PE Firm.

Jillian Sidoti

Jillian Sidoti

Partner

CROWDFUNDINGLAWYERS.NET

Jillian Sidoti specializes in transactional legal matters such as private placement memorandums, Form 10′s, S-1′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.

Currently, Jillian teaches 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.

Amy Wan

Amy Wan

CEO

BOOTSTRAP LEGAL

Amy Wan is Founder & CEO of Bootstrap Legal, which automates the drafting of legal paperwork for real estate private equity, syndication, and crowdfunding deals. Previously, she was a Partner at Crowdfunding Lawyers and General Counsel at Patch of Land, a real estate debt crowdfunding platform. Amy is also the founder and co-organizer of Legal Hackers LA, which programs around the intersection of law and technology; was named one of the one of ten women to watch in legal technology by the American Bar Association Journal in 2014; and was nominated as a Finalist for the Corporate Counsel of the Year Award 2015 by LA Business Journal.

Amy has also worked in international regulatory and trade policy at the U.S. Department of Commerce, and was a Presidential Management Fellow at the U.S. Department of State and U.S. Department of Transportation. She holds an LL.M. in Public International Law from the London School of Economics and Political Science, a JD from the University of Southern California Gould School of Law, and a BA in Biological Sciences from the University of Southern California.

Craig Cecilio

Craig Cecilio

Founder & President

DIVERSYFUND

Craig Cecilio is the Founder and CEO of DiversyFund and brings more than 16 years of real estate investment and asset management experience as the Founder and CEO of CCFG Investments. DiversyFund was first started to improve upon old school real estate investment practices and beliefs. Cecilio decided to build a team of like-minded individuals and set out to disrupt the traditional process of real estate investing. It worked. For well over a decade, Cecilio’s ability to adapt to bullish and bearish markets has proven his expertise in real estate syndication and portfolio management in California’s real estate sector.

As a graduate of University of Colorado at Boulder, Cecilio moved to San Diego in 1997. Craig’s passion for finance and real estate led him to leave a successful career in the health and fitness industry to pursue opportunities in real estate financing, development, and investment projects in Southern California.

Cecilio also serves as the President and Manager of CCFG Investment Fund, LLC, a real estate investment fund managed by CCFG Investments. For a period of 4 years, Craig proudly served as a Board Member of “A Reason to Survive” (ARTS), a nationally recognized organization that believes in the power of the arts and creativity to literally transform lives — especially those of kids.

Andy Park

Andy Park

Partner

STRATEGIC REALTY CAPITAL

Mr. Park joined Strategic Realty Capital, LLC (SRC) when the company was initially formed in 2007. Mr. Park is responsible for Acquisitions, Repositioning, and Disposition of multifamily assets. He led a team to help SRC acquire and reposition over 15,000+ multifamily units located in several cities and states throughout the nation (primarily the southern half of the U.S.). Prior to joining SRC, Mr. Park was responsible for Real Estate Acquisitions at JEM Realty Advisors, based out of Los Angeles, CA from 2004 to 2007, where he transacted over $500M of Acquisitions and Financing for the company. Prior to JEM Realty Advisors, Mr. Park was a Junior Asset Manager and Analyst at MJW Investments, Inc., based out of Santa Monica, CA. Mr. Park earned his Bachelor of Arts Degree in Economics from UCLA and holds a Real Estate Broker License in the state of California.

Jonathan Chang

Jonathan Chang

Director of Investments

PACIFIC CASTLE

Sponsors

Media Partners

ETF Express
Hotel Innvestor
EquityRoots
Patch of Land
MediaShares
RealtyShares
Bloomberg BRIEF
Hedge Connection
RE Alert
National Crowdfunding Association
Allegiancy
CrowdFund Beat
Institutionalassetmanager
Wealth Adviser
Property Funds World
Private Equity Wire
Hedgeweek
Small Change
Agenda for June 23, 2016
8:00 am
REGISTRATION & NETWORKING BREAKFAST
9:00 am
CHAIRPERSON’S WELCOME AND OPENING REMARKS
Jillian Sidoti

Jillian Sidoti

Partner

CROWDFUNDINGLAWYERS.NET

Jillian Sidoti specializes in transactional legal matters such as private placement memorandums, Form 10′s, S-1′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.

Currently, Jillian teaches 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.

9:15 am
FIRESIDE CHAT: THE PROMISE AND PERIL OF REAL ESTATE CROWDFUNDING
  • A realistic look at the potential of crowdfunding to revolutionize the real estate industry
  • Growth in the number of platforms, the likelihood of consolidation, and what that will look like
  • Performance of real estate crowdfunding to date, including the quantity vs. quality of deals, deal size, returns, defaults and exits
  • Barriers preventing widespread adoption of crowdfunding in real estate, including compressed time frames and deal size limitations
  • Tempering expectations—feasibility of raising enough money for the entire project vs. a percentage of the capital stack
  • Complying with the JOBS Act and increased SEC scrutiny: understanding the transparency requirements and structuring deals accordingly
Dr. Richard Swart

Dr. Richard Swart

Director of Research, Innovation in Entrepreneurial & Social Finance

UC BERKELEY HAAS

Dr. Richard Swart is recognized as a leading global thought leader in the crowdfunding industry. Richard is a founding board member of the Crowdfunding Professional Association (CfPA), the Crowdfunding Intermediary Regulatory Advocates (CIFRA), and an early leader in the field. Richard co-organized the first major national conference on crowdfunding and coordinated several educational events on the JOBS Act throughout the United States for the White House.

As a research scholar in the Institute for Business & Social Innovation in the Haas School of Business, he is the University’s resident expert on crowdfunding and evolving models of alternative finance. He also organized the Annual Academic Symposium on Crowdfunding Research. He currently advises the Bill and Melinda Gates Foundation, and works with several other prominent foundations, think tanks, funds and corporations. He is co-author of the book Crowdfunding: The Corporate Era.

Richard has emerged as the global expert in developments in crowdfunding. He was the lead author on a research project for the World Bank exploring crowdfunding and funding models for innovative technology. He has lectured in Europe, the UK, Africa, the Middle East and throughout the United States. In recognition of his research in the United Kingdom, he was recently made a Fellow of the Royal Society of Arts.

Nav Athwal

Nav Athwal

CEO

REALTY SHARES

Nav Athwal is Founder and CEO of RealtyShares, an online marketplace for real estate investing connecting individual and institutional investors to private US real estate investments. Prior to founding RealtyShares, Nav was a real estate and land use attorney at San Francisco based law firm Farella Braun & Martel (FBM). At FBM, Nav represented developers, fund managers, nonprofits and public and private REIT's on some of the largest US real estate and renewable energy projects. Former clients include Equity Residential, Archstone, SKS Investments and representative transactions include the Airbnb Headquarters, the Pinterest Headquarters and Desert Sunlight & Topaz. Nav was named a 2013 Northern California Rising Star Lawyer, a guest lecturer to UC Berkeley Law and a founding member of the Forbes Real Estate Council.

10:00 am
THE MANY FLAVORS OF REAL ESTATE CROWDFUNDING: WHICH IS RIGHT FOR YOU?
  • Analyzing the various types of real estate crowdfunding – comparing the structures and processes for equity, debt, real estate marketplace lending, underwritten offerings, private placements, and capital raising for portfolios and funds
  • Implications of listing/investing in blind pool funds or REITs via a crowdfunding platform
  • Discuss fee structures and terms associated with each flavor of crowdfunding, and how that compares to traditional real estate finance & investment
  • Evaluating the risk-reward tradeoffs of debt vs. equity, senior loans, mezzanine loans, preferred equity and CMBS
  • Understanding the pros and cons across platforms, and the process for doing your due diligence
Jason Fritton

Jason Fritton

Co-Founder & Executive Chairman

PATCH OF LAND

Jason is responsible for setting Patch of Land’s vision and leading the team’s efforts to accomplish the company’s mission of building wealth and growing communities. Jason launched Patch of Land when the SEC implemented Title II of the JOBS Act in 2013 based on his vision to evolve real estate financing to be tech-enabled, data-decisioned, and easily accessible to a marketplace of borrowers and investors. Jason has decades of experience managing and growing startup companies. Prior to Patch of Land Jason founded and developed a telecommunications design and procurement firm active in the public sector. Previously he served as Director of Digital Marketing for a national retailer. Additionally he founded and developed several technology-based startups including Startingline Networks, Tech@Cost, and Virtual Realties. Jason studied biology at Cornell College.

Jilliene Helman

Jilliene Helman

CEO

REALTYMOGUL.COM

Jilliene is the CEO and Co-Founder of RealtyMogul.com, responsible for the company’s strategic direction and operations. Jilliene, who sits on RealtyMogul.com’s board, has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist®, holds Series 7, Series 63, and Series 24 licenses and has a degree in Business from Georgetown University.

Gregory Hebner

Gregory Hebner

Managing Director

ARIXA CAPITAL ADVISORS

Jonathan Chang

Jonathan Chang

Director of Investments

PACIFIC CASTLE

Leslie Lundin

Moderator:

Leslie Lundin

Managing Partner

LBG REAL ESTATE COMPANIES, LLC

10:45 am
MORNING NETWORKING BREAK

* 1-on-1 Networking Session. Alongside the networking break, we will be running a series of concise meetings, where investors, developers, and platform leaders will connect and evaluate the potential for mutual business endeavors. (Pre-registration is required to attend this session.)

11:30 am
DEMYSTIFYING THE NEW WORLD OF NON-ACCREDITED CROWDFUNDING
  • Understanding Title III non-accredited crowdfunding and Title IV Reg A+ capital raises, and how they’re more different than they are alike
  • How Titles III & IV are playing out in the real estate arena
  • Reg A+ mini-IPO vs. Direct Public Offering (DPO), Tier I vs. Tier II
  • Real-world examples of successful Reg A+ and Title III deals
  • Liquidity options: minimum holding periods, marketability, and availability of secondary markets
  • Meeting the challenge of new disclosure requirements and compliance certifications
  • Assessing the true potential of unaccredited crowdfunding—are investors biting?
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 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.

Steve Sadler

Steve Sadler

Chief Executive Officer

ALLEGIANCY

Steve is the impetus behind the formation and strategic direction of Allegiancy, contributing essential skill sets, institutional relationships, and experience to the team after spending nearly twenty years in financial services and the investment banking field. He began pursuing investment banking projects in commercial real estate while part of Signet Bank’s Capital Markets Group, now known as Wells Fargo & Company. With public market securities and private placement transactions under his belt valued at more than $1 billion, Steve has been involved in a wide range of asset classes and financing structures and has proven commercial real estate performance and significant turnaround experience. He graduated from Florida State University with a BA in East Asian Studies/Economics and holds the Chartered Financial Analyst designation.

Seth Wilson

Seth Wilson

Director, Energy & Economic Development

CUTTING EDGE CAPITAL

Seth Wilson develops markets around social-ecological systems. An experienced energy manager and commodities trader, Seth is adapting traditional finance to build greater community health, wealth and local resiliency. Seth recently coauthored “Applying New Market Tax Credits & Direct Public Offerings to Woody Biomass Projects in California,” a joint paper between Northern California Community Loan Fund and Cutting Edge Capital. Seth is working on a number of land development projects for growing sustainable urban food systems and serves as executive director of the Riverside Food System Alliance.

Seth is an active director at GC Solutions Inc., a technology spinout company focused on water treatment and reuse technologies. He serves on the leadership team of Slow Money Southern California. He is a GARP certified Energy Risk Professional and holds a M.S. in Decision Sciences from the University of Memphis.

Gene Massey

Moderator:

Gene Massey

Chairman/CEO

MEDIASHARES.COM

Gene 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.

 

12:15 pm
LEADING SECTORS, MARKETS AND SPECIALIZED NICHES IN THE REAL ESTATE CROWDFUNDING ARENA
  • Comparing fundraising opportunities in commercial vs. residential projects, ground-up developments vs. acquisitions
  • Opportunities in new, unexplored niche sectors such as single family rental housing, senior housing, student housing, data centers, warehouses, and infrastructure developments
  • Understanding traditional sectors and how multifamily, hospitality, office, retail and industrial developments fare in the crowdfunding world
  • Picking the best platform to showcase your project, all things considered
Mark J. Weinstein

Mark J. Weinstein

President & Founder

MJW INVESTMENTS

Mark is the President and Founder of MJW Investments. After beginning his career as an attorney, Los Angeles native Mark J. Weinstein founded MJW Investments in 1983 when he discovered the potential of real estate investment and development through several successful ventures. Under his leadership MJW has acquired approximately 1 billion dollars of real estate holdings in all asset types. He also spearheaded the adaptive reuse of Santee Village, one of Los Angeles’ largest adaptive reuse projects of over 800,000 sq. ft. of mixed-use in the Fashion District of Downtown Los Angeles. Mr. Weinstein’s passion for, and expertise in property repositioning has been a guiding factor in the company’s growth and success.

Mark is the majority owner of the firm’s $500MM diversified real estate holdings. More recently, Mark has led the firm’s strategic growth into student housing and has amassed a portfolio of student housing properties at Michigan State, Washington State, Brigham Young University, UC Santa Barbara and Texas Tech. The firm continues to expand its Southern California multifamily portfolio.

Throughout his career, Mr. Weinstein has maintained active associations and leadership roles with numerous civic and philanthropic groups. These include a three year term as Chair of the Jewish Federation’s Real Estate Construction Division, active associations with the Young Presidents Organization (YPO), the Guardians, an agency dedicated to serving the elderly and the Jewish Venture Philanthropy fund. His philanthropic involvement is diversified and he has been honored with many awards from various organizations in the community including the Jewish Federation Real Estate Construction Division, the Legacy Award from Los Angeles Family Housing Corporation and the Justice Award by the L.A. Law & Poverty Center for his work in the community.

Mr. Weinstein holds a Bachelor of Arts degree from the University of California at Santa Barbara (summa cum laude), and a Juris Doctorate from Loyola Law School (dean’s list).

Jon Haahr

Jon Haahr

Senior Managing Principal

SILVER PORTAL CAPITAL LLC

Jon Haahr is the Founder of Silver Portal Capital (http://www.silverportalcapital.com) and a Senior Managing Principal with over 25 years of experience in the real estate capital markets and a track record that exhibits a depth of investment banking, advising, and capital raising expertise for both private and public companies. He has been managing underwriter, placement agent and advisor in over $17 billion of equity, debt and financial advisory transactions for the real estate industry from 1991 to the present, involving more than 150 transactions.

Mr. Haahr directs a team that provides services in the areas of strategic/financial advice and capital formation to a focused group of private and public real estate clients owning/operating all types of commercial, healthcare, and hospitality properties. In addition to raising more than $12 billion for public REITs/REOCs, he has advised and raised private institutional equity capital of over $5 billion for leading private and public companies in the industry, including: a $150 million joint venture for a retail REIT, a $200 million joint venture and $500 million restructuring for an urban housing developer, a $200 million initial capitalization of a mortgage REIT, a $100 million joint venture for an owner/operator of office properties, a $100 million joint venture for a developer of boutique hotels, an $80 million entity-level investment in a developer of senior housing/assisted living facilities, and a $100 million joint venture for a student housing owner/operator. Mr. Haahr has also worked extensively in the non-traded REIT sector, and provided strategic/financial advice to senior management teams and boards of directors.

Prior to forming Silver Portal in 2001, Mr. Haahr was Co-Head and Managing Director of Real Estate Investment Banking for Wachovia Securities (presently Wells Fargo Securities) from 1999-2001. In addition to responsibilities as Group Head, Mr. Haahr founded and headed the Private Transactions Group, established to link private institutional investors with private and public real estate companies through strategic joint ventures.

Mr. Haahr also founded and ran the Real Estate Lodging and Leisure Group at EVEREN Securities (successor firm to Kemper Securities) from 1991 until joining Wachovia, where he had sole responsibility for strategy, P&L, and all new business generation. Under his leadership, the group established a significant market presence in the public REIT sector and became a leader in working with core and non-core real estate asset types.

Mr. Haahr received his MBA from the Henry B. Tippie School of Management at the University of Iowa, holds a Bachelor’s degree in Economics from Iowa State University, and is a Certified Public Accountant (CPA). He is a past and present member of multiple corporate boards, currently serving as an independent director of Reven Housing REIT, and previously serving as independent director of Clarion Partners Property Trust and Trustee of the James A. Graaskamp Center for Real Estate at the University of Wisconsin. Mr. Haahr has historically maintained a number of industry affiliations including the Urban Land Institute (ULI) and Pension Real Estate Association (PREA), and speaks regularly at a variety of industry events. 

For more information, please visit Silver Portal Direct at http://silverportaldirect.com

Craig Cecilio

Craig Cecilio

Founder & President

DIVERSYFUND

Craig Cecilio is the Founder and CEO of DiversyFund and brings more than 16 years of real estate investment and asset management experience as the Founder and CEO of CCFG Investments. DiversyFund was first started to improve upon old school real estate investment practices and beliefs. Cecilio decided to build a team of like-minded individuals and set out to disrupt the traditional process of real estate investing. It worked. For well over a decade, Cecilio’s ability to adapt to bullish and bearish markets has proven his expertise in real estate syndication and portfolio management in California’s real estate sector.

As a graduate of University of Colorado at Boulder, Cecilio moved to San Diego in 1997. Craig’s passion for finance and real estate led him to leave a successful career in the health and fitness industry to pursue opportunities in real estate financing, development, and investment projects in Southern California.

Cecilio also serves as the President and Manager of CCFG Investment Fund, LLC, a real estate investment fund managed by CCFG Investments. For a period of 4 years, Craig proudly served as a Board Member of “A Reason to Survive” (ARTS), a nationally recognized organization that believes in the power of the arts and creativity to literally transform lives — especially those of kids.

Dr. Eric Siragusa

Moderator:

Dr. Eric Siragusa

Principal

MHC AMERICA, LLC

Eric currently co-manages multiple mobile home park investment funds and, along with his affiliates, participates in the ownership and/or management of over 20,000 lots in 25 states. Eric has been involved in investor relations, capital raising, and acquisitions including due diligence and underwriting of mobile home parks. He holds a Ph.D. in Electrical Engineering from the University of California at San Diego and has received multiple patents.

Since 2008 he has served as President of the of the non-profit North San Diego Real Estate Investors Association, Inc. (NSDREI), one of San Diego’s leading real estate education and networking organizations Eric also serves as an educator, mentor and consultant to other real estate investors and professionals. He is blessed with a wonderful wife and two daughters.

1:00 pm
NETWORKING LUNCHEON
2:15 pm
ROUNDTABLE DISCUSSIONS

These sessions will provide you with a unique opportunity to discuss the most pertinent business strategies and trends with your peers in the real estate crowdfunding industry. Choose from one of the following sessions to join an intimate discussion covering each side of the industry:

Roundtable 1

INVESTOR/ALLOCATOR PERSPECTIVE: WHAT THEY'RE LOOKING FOR IN A CROWDFUNDING OPPORTUNITY 

  • Understanding deal structures from the investor perspective 
  • Exploring the varying appetites of crowd investors vs. institutional investors
  • Investor preferences for debt v. equity, specific markets and property types
  • Investor expectations in terms of risk vs. return and duration of the investment
  • Why investors are choosing crowdfunding as an alternative route to the real estate market
Aaron Chan

Aaron Chan

Managing Director

COMMUNITY PROPERTY REINVESTMENTS

Aaron Chan is the Managing Director for Community Property Reinvestments (CPR Pacific), a real estate investment company, and the President of ABC Solutions, a merchant processing brokerage firm. CPR initially focused on California foreclosure/shortsale fix and flip opportunities, however as the market began to change in 2012, CPR switched its focus to private lending through whole notes and mortgage funds, as well as debt and equity investments via syndications and crowdfunding.
Beginning in the summer of 2013, Mr. Chan’s quest to further diversify his real estate investments led him to research, visit the operations and interview the founders of top crowdfunding platforms across the country in order to differentiate between their various strengths and weaknesses. His experience with 40+ separate investments on 7 platforms, investing on behalf of CPR Pacific LLC, his self-directed 401K and his self-directed Roth 401K accounts gives him a unique perspective and vantage point within the Real Estate crowdfunding arena. His opinion is valued by fellow investors, venture capitalists and the crowdfunding platforms themselves.


Mr. Chan graduated from UC Berkeley with a double major in Economics and East Asian Languages, and a minor in City Planning. He has held a California real estate license for over 20 years, working the first 6 years as an investment broker with Marcus &Millichapto exclusively represent commercial developers, national food/retail tenants, and REITS with their build-to-suit and NNN properties sales nationwide. He’s also has years of mortgage banking experience working with lending subsidiaries of Lehman Brothers and GE Capital.

 

 

Klara Bergman

Klara Bergman

President

THE K. BERGMAN GROUP, LLC

Klara Bergman is a 35 year veteran with personal expertise in raising $180,000,000 in private equity for the acquisition of commercial properties. Ms. Bergman is highly experienced in renovating, leasing, marketing, and hands-on management, of 33 shopping centers equaling 2 million sq./ft., numerous apartment buildings; 288 acre Central Coast master planned community and a variety of other land deals, several start-ups and developed and built her first self-storage facility in Santa Maria, California.

Previously Ms. Bergman was an Executive Search Consultant, recruiting college graduates/Jr. Officers for the Fortune 500 companies. Klara’s long list of loyal client companies included IBM, ITT, EDS, American Hospital Supply, Proctor & Gamble, Baxter Labs, Honeywell, U.S. Steel, etc. Klara ranked as one of the top recruiting/placement consultants placing over 500 candidates throughout the United States.

Klara Bergman is president and owner of The K. Bergman Group, a boutique private equity and real estate investment firm located in Thousand Oaks.

  • Host and co-producer of “Investment Tactics”, one of Southern California’s most popular financial Television and radio programs
  • Host of the “Million-Dollar Woman” radio and television show, Northern California 
  • Recruited builders for Mobil Oil during the development of Redwood Shores, Redwood City, California
  • Rescued and repositioned-about to be foreclosed subdivisions in Foster City and Mariners Island, Northern California
  • Represented Shappel Industries in the sale of 40 custom homes in Hillsborough, California 

Awards

  • Outstanding Business Woman - American Business Women’s Association
  • Woman of the Year - Foundation for Home Ownership Education
  • Growing Companies Award– L.A. Area Chamber of Commerce
  • Nominated for Outstanding Business Woman of the Year - San Fernando Business Journal, 2009

Roundtable 2

DEVELOPER PERSPECTIVE- GETTING YOUR PROJECT FULLY FUNDED

  • Comparing real estate crowdfunding to alternative avenues of financing
  • Online strategies for getting more eyeballs focused on your project
  • What you can expect as a reasonable fundraising goal, and how long it will take
  • Exploring additional sources of funds that most effectively complement the timing and strategy of crowdfunding
  • Pros and cons of building your own portal vs. listing on an existing platform
Brian Shniderson

Brian Shniderson

President & CEO

CAPITAL 360, LLC

Brian Shniderson is an entrepreneurial business leader with broad experiences in restructuring and building companies. Brian has created and sold several businesses in the service, technology, manufacturing and distribution industries. Twice Brian has landed his companies on the INC. 500’s Fastest Growing Companies List- Both awards were achieved before the age of 30.

Brian has been involved in real estate as an investor, developer, lender and workout consultant. Today Mr. Shniderson is focused on expanding his self-storage business. He has several ground up and conversion projects in multiple states and is currently one of the largest developers of self-storage in Los Angeles County.

In 2014 The Crowdfunding Insider reported that Mr. Shniderson was the first sponsor utilizing a national crowdfunding partner to go ‘full circle’ on a project and repay
investors 100% of principal and preferred return. Mr. Shniderson is a frequent speaker and panelist on the state of real estate and is often quoted in national real estate publications.

Mr. Shniderson earned his Bachelor of Science degree in Political Science from the University of California Los Angeles and is a graduate of Harvard Business School, Executive Education in Corporate Reconstruction, Private Equity and Venture Capital.

Andy Park

Andy Park

Partner

STRATEGIC REALTY CAPITAL

Mr. Park joined Strategic Realty Capital, LLC (SRC) when the company was initially formed in 2007. Mr. Park is responsible for Acquisitions, Repositioning, and Disposition of multifamily assets. He led a team to help SRC acquire and reposition over 15,000+ multifamily units located in several cities and states throughout the nation (primarily the southern half of the U.S.). Prior to joining SRC, Mr. Park was responsible for Real Estate Acquisitions at JEM Realty Advisors, based out of Los Angeles, CA from 2004 to 2007, where he transacted over $500M of Acquisitions and Financing for the company. Prior to JEM Realty Advisors, Mr. Park was a Junior Asset Manager and Analyst at MJW Investments, Inc., based out of Santa Monica, CA. Mr. Park earned his Bachelor of Arts Degree in Economics from UCLA and holds a Real Estate Broker License in the state of California.

3:00 pm
AFTERNOON NETWORKING BREAK
3:15 pm
THE PLATFORM PITCH REVIEW: A LIVE ANALYSIS OF CURRENT, INVESTABLE CROWDFUNDING DEALS

A panel of three distinguished judges active in the crowdfunding space will perform a live assessment of several real-life real estate crowdfunding opportunities, and discuss what they look for—and what they steer clear of—in platforms and online investment opportunities. Criteria on which deals will be judged include timeline, budget, zoning, project budget, capital structure, projections, bank and contingency financing, market analysis, sponsor analysis and deal structure.

Sanford Coggins

Sanford Coggins

Founder/CEO

VISIONWISE CAPITAL

Sanford’s unique background as a Commercial Real Estate Broker/Principal, and 25 years as a Wealth Advisor combines a history of real estate underwriting with the experience of an RIA. He is one of few professionals who have been able to successfully transition from being an RIA to becoming a Sponsor of RIA-friendly commercial real estate Alternatives through his company, VisionWise Capital. Sanford began his professional career as a Commercial Loan Officer at RepublicBank Dallas underwriting loans for real estate and energy related credits. He has since then served Investors as a Commercial Real Estate Broker and Principal of over $500 million in commercial real estate acquisitions and dispositions. Sanford later joined Merrill Lynch and became Vice President, Wealth Management Advisory. During his 16-year tenure, Sanford managed more than $100 million in client assets and liabilities and co-developed a three-year, $77 million pilot project creating financial opportunities for the regions ethnically diverse communities. Sanford earned one of Merrill Lynch’s most prestigious honors, the Lifetime Achievement Award, for his enduring leadership and excellence, both professionally and in the community. Sanford founded VisionWise Capital in January 2013, which now controls and manages $51 million of real estate assets.

VisionWise is a commercial real estate fund focused on improving the way commercial real estate is delivered to and through Wealth Advisors. By pursuing an all-cash capital structure, VisionWise Capital is determined to eliminate the risks associated with bank debt, while applying a unique capital allocation that engenders a competitive risk-adjusted return to the Advisor’s clients. Sanford holds a post-graduate Certificate of Entrepreneurship from the University of Southern California, and received his BA from the University of Texas at Austin. Sanford has been a featured speaker for colleges, universities, and industry conferences including courses on Cash Management and Business Financial Strategies at UCLAs Price Anderson School of Business.

Sanford and his wife, Robin, live in Southern California and have three young adult children.

Jesse Draper

Jesse Draper

CEO

VALLEY GIRL, INC. & VALLEY GIRL VENTURES

Jesse Draper is creator and host of 2015 Emmy nominated television series, “The Valley Girl Show” as well as CEO of Valley Girl, Inc. She has produced and distributed over 300 interviews with some of the greatest minds in business, entertainment and technology including; Ted Turner, Mark Cuban, Sheryl Sandberg, Supreme Court Justice Sandra Day O’Connor, Jessica Alba, MC Hammer and Eric Schmidt. USA Today called the show “Must see startup TV”. The show has an initiative to interview 50% women in business. Previously a Nickelodeon star, Draper has used her comedic and acting talents to bring an approachable feel to the business world. Through The Valley Girl Show, she has helped pioneer the way in the digital media world and has created a new distribution models for online shows. Draper is also an investor through her fund, Valley Girl Ventures where she does early stage seed investing in female founded consumer focused startups; some of her portfolio companies include Laurel & Wolf, Move Loot, Carbon38, BlockCypher, Beautycon&Sugarfina. Listed by Marie Claire magazine as one of the ’50 Most Connected Women in America’, Jesse founded a women-in-business organization in association with ‘The Valley Girl Show’ which holds exclusive quarterly events across the country for networking and support of women in business. She is a contributor to Marie Claire, SV Magazine, Mashable, Forbes.com, Huffington Post and Glam and is regularly asked to appear as a tech expert on CNBC, HLN and has also appeared on such talk shows as ‘The Katie Couric Show’. She was most recently a regular featured mentor on Freeform/ABC Family’s Startup U. Jesse is a new mom, splits time between Silicon Valley and Santa Monica and is a graduate of UCLA. She proudly sits on the board of the Bizworld Foundation, supports the Parkinson’s Institute and is very involved with growing UCLA’s female entrepreneurship community.

Ryan Granito

Ryan Granito

Vice President of Real Estate

FUNDRISE

Ryan is Vice President of Real Estate for Fundrise and is based in Los Angeles and San Diego, CA. Ryan is focused on developing relationships with local developers and property owners to expand the company's presence on the west coast. Ryan has broad industry experience ranging from acquisitions and dispositions to development and construction management, having worked in both private and public sectors throughout his career.

Prior to joining Fundrise, Ryan led entitlements, design, and financing efforts for Beverly Hills based Bolour Associates. At Bolour, Ryan managed the development of mixed-use projects ranging from $20MM - $150MM in total costs, focusing on urban infill sites in Downtown Los Angeles. Prior to Bolour, Ryan held development positions with the San Diego Housing Commission, Sares-Regis Group, and Lennar.

A California native, Ryan lives in Los Angeles with his wife Lisa, daughter Sydney and son Charlie.

4:00 pm
UNPACKING CROWDFUNDING'S CRITICAL CHALLENGES, AND PREPARING FOR THE ROAD AHEAD
  • Best & next practices for real estate crowdfunding, and preparing for a possible economic downturn
  • The impact of consolidation on the crowdfunding space—why some platforms are sizzling while others are fizzling
  • Helping traditional investors get comfortable with buying real estate online
  • Feasibility of fractionalizing larger deals into tranches for broader investor participation
  • Looking ahead: where will we be in 5 years?
Ryan Parkin

Ryan Parkin

Managing Partner

CRESS CAPITAL

Ryan Parkin is a Managing Partner with Cress Capital. Prior to forming Cress Capital, Mr. Parkin was a Principal with Chase Merritt and a Vice President with Andrews Securities where he acted as a principal investor, placement agent and advisor to leading institutional and entrepreneurial real estate investors, operators and developers. Prior to these activities, he held an acquisitions role with PCCP, LLC. PCCP is a leading commercial real estate private equity fund manager and portfolio lender with over $6 billion of assets under management. While at PCCP, Mr. Parkin participated in the origination, analysis, capitalization and legal structuring of investments totaling $375 million in firm capital. These investments included debt and equity positions in all major commercial real estate asset types representing approximately $1 billion in total capitalization. He led the asset management of twenty investments totaling $400 million in firm capital representing approximately $1.2 billion in total capitalization. Previously, Mr. Parkin worked in real estate private equity fundraising with Credit Suisse and in an acquisitions role with the private multifamily developer JPI. Mr. Parkin received a Bachelor of Science from Vanderbilt University cum laude with a double major in Economics and Human & Organizational Development. He has been associated with ULI, ICSC and NAIOP.

Elizabeth Braman

Elizabeth Braman

Chief Production Officer

REALTYMOGUL.COM

Elizabeth Braman is the Chief Production Officer at RealtyMogul.com, responsible for procuring new products, as well as equity and debt investment opportunities. Elizabeth is a JD, MBA, CCIM, and an award-winning finance executive, with 15 years of experience in commercial real estate lending, business development and sales. Previously, Elizabeth owned, operated and launched several successful companies in the real estate and technology sectors. RealtyMogul.com is her fifth start-up, of which the first was sold in 2015 to a publicly traded company, two were backed by venture firms and one was backed by a PE Firm.

Bryan Shaffer

Bryan Shaffer

Principal

GEORGE SMITH PARTNERS

At George Smith Partners (GSP), Mr. Shaffer focuses on delivering solutions to address his clients’ real estate capital requirements and arranges structured financing
for multifamily and commercial properties, including acquisition, refinance, construction, bridge and permanent loans, mezzanine and participating debt, and joint venture equity. He is one of the eight partners at GSP, a 40 year-old boutique commercial real estate investment bank that arranges $2.5 - $5 billion every year in debt and equity for their clients.

For over 25 years, Mr. Shaffer has been active in the industry with a track record of success and over $4.5 Billion of transactions. He has completed transactions in the multi-family, office, retail, industrial and hospitality sectors as well as specialized experience with complex data centers, healthcare/medical and senior facilities. He is also considered an expert in complex restructuring, bankruptcy debt and partnership buyouts.

Prior to GSP, Mr. Shaffer ran his own global investment advisory company, managed assets and led dispositions at large Japanese institutional investor, Mitsui Real Estate Sales and operated projects for several development firms. He was also the founder of the International Real Estate Trade Organization
(IRETO). Early in his career, he served as a contractor for the United States Resolution Trust Corporation (RTC), an Expert Witness, and as a California Superior Court Receiver. Mr. Shaffer currently serves as a member of the Clearinghouse Real Estate Company (CREC), which is part of the Clearinghouse Community Development Financial Institution.

Professional and Academic Affiliations:

  • Urban Land Institute, ULI, Program Committee
  • International Council of Shopping Centers, ICSC
  • Family Office Real Estate Investment Group
  • Distressed Asset Coalition, (DAC) - Chairman
Jason Schwetz

Jason Schwetz

Founder

TRIPLENETZERODEBT.COM

Jason Schwetz, founded TripleNetZeroDebt.com as a result of his 30 years of commercial real estate investing. Specializing in the retail sector of commercial real estate, Mr. Schwetz has been involved in development, acquisition, management, disposition, financing and leasing of 38 retail projects in California, Virginia, Ohio, Indiana and Wisconsin. In addition to his landlord/sponsor experience, for over 24 years he has owned and operated retail and office businesses that include The JDS Restaurant Group Inc., Paseo Business Center and others. These business has given him a unique perspective on commercial real estate from the investor, tenant and landlord point of view.

Mr. Schwetz is a licensed California Broker and holds the designations of CRX and CSM with the International Council of Shopping Centers.

Amy Wan

Moderator:

Amy Wan

CEO

BOOTSTRAP LEGAL

Amy Wan is Founder & CEO of Bootstrap Legal, which automates the drafting of legal paperwork for real estate private equity, syndication, and crowdfunding deals. Previously, she was a Partner at Crowdfunding Lawyers and General Counsel at Patch of Land, a real estate debt crowdfunding platform. Amy is also the founder and co-organizer of Legal Hackers LA, which programs around the intersection of law and technology; was named one of the one of ten women to watch in legal technology by the American Bar Association Journal in 2014; and was nominated as a Finalist for the Corporate Counsel of the Year Award 2015 by LA Business Journal.

Amy has also worked in international regulatory and trade policy at the U.S. Department of Commerce, and was a Presidential Management Fellow at the U.S. Department of State and U.S. Department of Transportation. She holds an LL.M. in Public International Law from the London School of Economics and Political Science, a JD from the University of Southern California Gould School of Law, and a BA in Biological Sciences from the University of Southern California.

4:30 pm
CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION

LUNCHEON WORKSHOP

USING A SPECIALTY PURPOSE ENTITY VS. A CROWDFUNDING PLATFORM TO LAUNCH YOUR REG. D, RULE 506(c) OFFERING

Thursday June 23, 2016

1:15 pm to 2:15 pm

Seeing The Reg D Offering From The Perspective of Potential Investors

  • Understanding deal structures from the investor’s perspective
  • Investor preferences for debt v. equity, specific markets and property types
  • Why investors are choosing crowdfunding as an alternative route to the real estate market
  • Helping accredited investors get comfortable with buying real estate online

Seeing The Reg D Offering From Your Company’s Perspective as an Issuer of Private Securities

  • How to most effectively utilize online tools and fundraising platforms to promote your project
  • Creating Your Own Special Purpose Entity versus using the LLC structure of a website

Analysis and Comparison of the Structures and Processes for Issuing Securities

  • Discussion of fee structures from the perspective of investors
  • Discussion of fee structures and Process from your company’s own financial perspective
  • Evaluating the risk-reward tradeoffs of debt vs. equity, senior loans, mezzanine loans, preferred equity and CMBS

Laurie Thomas Vass Laurie Thomas Vass
President
THE PRIVATE CAPITAL MARKET, INC.

Vass is a graduate of the University of North Carolina at Chapel Hill and has a undergraduate degree in Political Science and a Masters degree in Regional Planning.

Vass is a North Carolina state-registered investment advisor, and is a professional money manager. She is the inventor and holder of a research method patent on selecting technology stocks for investments.

Vass is the author of seven books. The most recent book is Accredited Investor Crowdfunding (2014). Available at Amazon.

She has published over 87 scholarly economic articles on the Social Science Research Network author platform. She is currently ranked in the top 1.4% of over 305,000 economic authors, worldwide, on the SSRN platform.

One of her early economic research papers, written for the North Carolina Department of Labor, included the policy guidelines for creating what eventually became The North Carolina Council For Entrepreneurial Development.

She is a student of history of North Carolina. Many of her articles and books about North Carolina are archived in the Carolina Collection at Wilson Library at UNC.

Vass is a frequent contributor to the global crowdfunding news website, CrowdSourcing.org, and writes management consulting articles to help CEOs learn how to conduct a direct corporate private offering.

One of her articles on CrowdSourcing, about estate planning for technology firm CEOs, is the single most highly viewed article on their global website, with over 240,000 views.

In addition to being a licensed investment advisor, Vass is also licensed in North Carolina as a property, casualty, life and health insurance agent, and is a North Carolina real estate broker.

Prior to starting her advisory company in 1987, Vass was a regional economist and advisor to the Board of Directors of B. C. Hydro, and also served as an economic advisor to the N. C. Commissioner of Labor. She learned the retail stock trade as a broker, at E. F. Hutton.

 

LUNCHEON WORKSHOP

USING A SPECIALTY PURPOSE ENTITY VS. A CROWDFUNDING PLATFORM TO LAUNCH YOUR REG. D, RULE 506(c) OFFERING

Thursday June 23, 2016

1:15 pm to 2:15 pm

Seeing The Reg D Offering From The Perspective of Potential Investors

  • Understanding deal structures from the investor’s perspective
  • Investor preferences for debt v. equity, specific markets and property types
  • Why investors are choosing crowdfunding as an alternative route to the real estate market
  • Helping accredited investors get comfortable with buying real estate online

Seeing The Reg D Offering From Your Company’s Perspective as an Issuer of Private Securities

  • How to most effectively utilize online tools and fundraising platforms to promote your project
  • Creating Your Own Special Purpose Entity versus using the LLC structure of a website

Analysis and Comparison of the Structures and Processes for Issuing Securities

  • Discussion of fee structures from the perspective of investors
  • Discussion of fee structures and Process from your company’s own financial perspective
  • Evaluating the risk-reward tradeoffs of debt vs. equity, senior loans, mezzanine loans, preferred equity and CMBS

Laurie Thomas Vass Laurie Thomas Vass
President
THE PRIVATE CAPITAL MARKET, INC.

Vass is a graduate of the University of North Carolina at Chapel Hill and has a undergraduate degree in Political Science and a Masters degree in Regional Planning.

Vass is a North Carolina state-registered investment advisor, and is a professional money manager. She is the inventor and holder of a research method patent on selecting technology stocks for investments.

Vass is the author of seven books. The most recent book is Accredited Investor Crowdfunding (2014). Available at Amazon.

She has published over 87 scholarly economic articles on the Social Science Research Network author platform. She is currently ranked in the top 1.4% of over 305,000 economic authors, worldwide, on the SSRN platform.

One of her early economic research papers, written for the North Carolina Department of Labor, included the policy guidelines for creating what eventually became The North Carolina Council For Entrepreneurial Development.

She is a student of history of North Carolina. Many of her articles and books about North Carolina are archived in the Carolina Collection at Wilson Library at UNC.

Vass is a frequent contributor to the global crowdfunding news website, CrowdSourcing.org, and writes management consulting articles to help CEOs learn how to conduct a direct corporate private offering.

One of her articles on CrowdSourcing, about estate planning for technology firm CEOs, is the single most highly viewed article on their global website, with over 240,000 views.

In addition to being a licensed investment advisor, Vass is also licensed in North Carolina as a property, casualty, life and health insurance agent, and is a North Carolina real estate broker.

Prior to starting her advisory company in 1987, Vass was a regional economist and advisor to the Board of Directors of B. C. Hydro, and also served as an economic advisor to the N. C. Commissioner of Labor. She learned the retail stock trade as a broker, at E. F. Hutton.

 

Speakers

Keynote Speaker

Dr. Richard Swart

Dr. Richard Swart

Director of Research, Innovation in Entrepreneurial & Social Finance

UC BERKELEY HAAS

Dr. Richard Swart is recognized as a leading global thought leader in the crowdfunding industry. Richard is a founding board member of the Crowdfunding Professional Association (CfPA), the Crowdfunding Intermediary Regulatory Advocates (CIFRA), and an early leader in the field. Richard co-organized the first major national conference on crowdfunding and coordinated several educational events on the JOBS Act throughout the United States for the White House.

As a research scholar in the Institute for Business & Social Innovation in the Haas School of Business, he is the University’s resident expert on crowdfunding and evolving models of alternative finance. He also organized the Annual Academic Symposium on Crowdfunding Research. He currently advises the Bill and Melinda Gates Foundation, and works with several other prominent foundations, think tanks, funds and corporations. He is co-author of the book Crowdfunding: The Corporate Era.

Richard has emerged as the global expert in developments in crowdfunding. He was the lead author on a research project for the World Bank exploring crowdfunding and funding models for innovative technology. He has lectured in Europe, the UK, Africa, the Middle East and throughout the United States. In recognition of his research in the United Kingdom, he was recently made a Fellow of the Royal Society of Arts.

Keynote Speaker

Nav Athwal

Nav Athwal

CEO

REALTY SHARES

Nav Athwal is Founder and CEO of RealtyShares, an online marketplace for real estate investing connecting individual and institutional investors to private US real estate investments. Prior to founding RealtyShares, Nav was a real estate and land use attorney at San Francisco based law firm Farella Braun & Martel (FBM). At FBM, Nav represented developers, fund managers, nonprofits and public and private REIT's on some of the largest US real estate and renewable energy projects. Former clients include Equity Residential, Archstone, SKS Investments and representative transactions include the Airbnb Headquarters, the Pinterest Headquarters and Desert Sunlight & Topaz. Nav was named a 2013 Northern California Rising Star Lawyer, a guest lecturer to UC Berkeley Law and a founding member of the Forbes Real Estate Council.

Sanford Coggins

Sanford Coggins

Founder/CEO

VISIONWISE CAPITAL

Sanford’s unique background as a Commercial Real Estate Broker/Principal, and 25 years as a Wealth Advisor combines a history of real estate underwriting with the experience of an RIA. He is one of few professionals who have been able to successfully transition from being an RIA to becoming a Sponsor of RIA-friendly commercial real estate Alternatives through his company, VisionWise Capital. Sanford began his professional career as a Commercial Loan Officer at RepublicBank Dallas underwriting loans for real estate and energy related credits. He has since then served Investors as a Commercial Real Estate Broker and Principal of over $500 million in commercial real estate acquisitions and dispositions. Sanford later joined Merrill Lynch and became Vice President, Wealth Management Advisory. During his 16-year tenure, Sanford managed more than $100 million in client assets and liabilities and co-developed a three-year, $77 million pilot project creating financial opportunities for the regions ethnically diverse communities. Sanford earned one of Merrill Lynch’s most prestigious honors, the Lifetime Achievement Award, for his enduring leadership and excellence, both professionally and in the community. Sanford founded VisionWise Capital in January 2013, which now controls and manages $51 million of real estate assets.

VisionWise is a commercial real estate fund focused on improving the way commercial real estate is delivered to and through Wealth Advisors. By pursuing an all-cash capital structure, VisionWise Capital is determined to eliminate the risks associated with bank debt, while applying a unique capital allocation that engenders a competitive risk-adjusted return to the Advisor’s clients. Sanford holds a post-graduate Certificate of Entrepreneurship from the University of Southern California, and received his BA from the University of Texas at Austin. Sanford has been a featured speaker for colleges, universities, and industry conferences including courses on Cash Management and Business Financial Strategies at UCLAs Price Anderson School of Business.

Sanford and his wife, Robin, live in Southern California and have three young adult children.

Ryan Parkin

Ryan Parkin

Managing Partner

CRESS CAPITAL

Ryan Parkin is a Managing Partner with Cress Capital. Prior to forming Cress Capital, Mr. Parkin was a Principal with Chase Merritt and a Vice President with Andrews Securities where he acted as a principal investor, placement agent and advisor to leading institutional and entrepreneurial real estate investors, operators and developers. Prior to these activities, he held an acquisitions role with PCCP, LLC. PCCP is a leading commercial real estate private equity fund manager and portfolio lender with over $6 billion of assets under management. While at PCCP, Mr. Parkin participated in the origination, analysis, capitalization and legal structuring of investments totaling $375 million in firm capital. These investments included debt and equity positions in all major commercial real estate asset types representing approximately $1 billion in total capitalization. He led the asset management of twenty investments totaling $400 million in firm capital representing approximately $1.2 billion in total capitalization. Previously, Mr. Parkin worked in real estate private equity fundraising with Credit Suisse and in an acquisitions role with the private multifamily developer JPI. Mr. Parkin received a Bachelor of Science from Vanderbilt University cum laude with a double major in Economics and Human & Organizational Development. He has been associated with ULI, ICSC and NAIOP.

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 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.

Gregory Hebner

Gregory Hebner

Managing Director

ARIXA CAPITAL ADVISORS

Steve Sadler

Steve Sadler

Chief Executive Officer

ALLEGIANCY

Steve is the impetus behind the formation and strategic direction of Allegiancy, contributing essential skill sets, institutional relationships, and experience to the team after spending nearly twenty years in financial services and the investment banking field. He began pursuing investment banking projects in commercial real estate while part of Signet Bank’s Capital Markets Group, now known as Wells Fargo & Company. With public market securities and private placement transactions under his belt valued at more than $1 billion, Steve has been involved in a wide range of asset classes and financing structures and has proven commercial real estate performance and significant turnaround experience. He graduated from Florida State University with a BA in East Asian Studies/Economics and holds the Chartered Financial Analyst designation.

Jon Haahr

Jon Haahr

Senior Managing Principal

SILVER PORTAL CAPITAL LLC

Jon Haahr is the Founder of Silver Portal Capital (http://www.silverportalcapital.com) and a Senior Managing Principal with over 25 years of experience in the real estate capital markets and a track record that exhibits a depth of investment banking, advising, and capital raising expertise for both private and public companies. He has been managing underwriter, placement agent and advisor in over $17 billion of equity, debt and financial advisory transactions for the real estate industry from 1991 to the present, involving more than 150 transactions.

Mr. Haahr directs a team that provides services in the areas of strategic/financial advice and capital formation to a focused group of private and public real estate clients owning/operating all types of commercial, healthcare, and hospitality properties. In addition to raising more than $12 billion for public REITs/REOCs, he has advised and raised private institutional equity capital of over $5 billion for leading private and public companies in the industry, including: a $150 million joint venture for a retail REIT, a $200 million joint venture and $500 million restructuring for an urban housing developer, a $200 million initial capitalization of a mortgage REIT, a $100 million joint venture for an owner/operator of office properties, a $100 million joint venture for a developer of boutique hotels, an $80 million entity-level investment in a developer of senior housing/assisted living facilities, and a $100 million joint venture for a student housing owner/operator. Mr. Haahr has also worked extensively in the non-traded REIT sector, and provided strategic/financial advice to senior management teams and boards of directors.

Prior to forming Silver Portal in 2001, Mr. Haahr was Co-Head and Managing Director of Real Estate Investment Banking for Wachovia Securities (presently Wells Fargo Securities) from 1999-2001. In addition to responsibilities as Group Head, Mr. Haahr founded and headed the Private Transactions Group, established to link private institutional investors with private and public real estate companies through strategic joint ventures.

Mr. Haahr also founded and ran the Real Estate Lodging and Leisure Group at EVEREN Securities (successor firm to Kemper Securities) from 1991 until joining Wachovia, where he had sole responsibility for strategy, P&L, and all new business generation. Under his leadership, the group established a significant market presence in the public REIT sector and became a leader in working with core and non-core real estate asset types.

Mr. Haahr received his MBA from the Henry B. Tippie School of Management at the University of Iowa, holds a Bachelor’s degree in Economics from Iowa State University, and is a Certified Public Accountant (CPA). He is a past and present member of multiple corporate boards, currently serving as an independent director of Reven Housing REIT, and previously serving as independent director of Clarion Partners Property Trust and Trustee of the James A. Graaskamp Center for Real Estate at the University of Wisconsin. Mr. Haahr has historically maintained a number of industry affiliations including the Urban Land Institute (ULI) and Pension Real Estate Association (PREA), and speaks regularly at a variety of industry events. 

For more information, please visit Silver Portal Direct at http://silverportaldirect.com

Dr. Eric Siragusa

Dr. Eric Siragusa

Principal

MHC AMERICA, LLC

Eric currently co-manages multiple mobile home park investment funds and, along with his affiliates, participates in the ownership and/or management of over 20,000 lots in 25 states. Eric has been involved in investor relations, capital raising, and acquisitions including due diligence and underwriting of mobile home parks. He holds a Ph.D. in Electrical Engineering from the University of California at San Diego and has received multiple patents.

Since 2008 he has served as President of the of the non-profit North San Diego Real Estate Investors Association, Inc. (NSDREI), one of San Diego’s leading real estate education and networking organizations Eric also serves as an educator, mentor and consultant to other real estate investors and professionals. He is blessed with a wonderful wife and two daughters.

Leslie Lundin

Leslie Lundin

Managing Partner

LBG REAL ESTATE COMPANIES, LLC

Jesse Draper

Jesse Draper

CEO

VALLEY GIRL, INC. & VALLEY GIRL VENTURES

Jesse Draper is creator and host of 2015 Emmy nominated television series, “The Valley Girl Show” as well as CEO of Valley Girl, Inc. She has produced and distributed over 300 interviews with some of the greatest minds in business, entertainment and technology including; Ted Turner, Mark Cuban, Sheryl Sandberg, Supreme Court Justice Sandra Day O’Connor, Jessica Alba, MC Hammer and Eric Schmidt. USA Today called the show “Must see startup TV”. The show has an initiative to interview 50% women in business. Previously a Nickelodeon star, Draper has used her comedic and acting talents to bring an approachable feel to the business world. Through The Valley Girl Show, she has helped pioneer the way in the digital media world and has created a new distribution models for online shows. Draper is also an investor through her fund, Valley Girl Ventures where she does early stage seed investing in female founded consumer focused startups; some of her portfolio companies include Laurel & Wolf, Move Loot, Carbon38, BlockCypher, Beautycon&Sugarfina. Listed by Marie Claire magazine as one of the ’50 Most Connected Women in America’, Jesse founded a women-in-business organization in association with ‘The Valley Girl Show’ which holds exclusive quarterly events across the country for networking and support of women in business. She is a contributor to Marie Claire, SV Magazine, Mashable, Forbes.com, Huffington Post and Glam and is regularly asked to appear as a tech expert on CNBC, HLN and has also appeared on such talk shows as ‘The Katie Couric Show’. She was most recently a regular featured mentor on Freeform/ABC Family’s Startup U. Jesse is a new mom, splits time between Silicon Valley and Santa Monica and is a graduate of UCLA. She proudly sits on the board of the Bizworld Foundation, supports the Parkinson’s Institute and is very involved with growing UCLA’s female entrepreneurship community.

Aaron Chan

Aaron Chan

Managing Director

COMMUNITY PROPERTY REINVESTMENTS

Aaron Chan is the Managing Director for Community Property Reinvestments (CPR Pacific), a real estate investment company, and the President of ABC Solutions, a merchant processing brokerage firm. CPR initially focused on California foreclosure/shortsale fix and flip opportunities, however as the market began to change in 2012, CPR switched its focus to private lending through whole notes and mortgage funds, as well as debt and equity investments via syndications and crowdfunding.
Beginning in the summer of 2013, Mr. Chan’s quest to further diversify his real estate investments led him to research, visit the operations and interview the founders of top crowdfunding platforms across the country in order to differentiate between their various strengths and weaknesses. His experience with 40+ separate investments on 7 platforms, investing on behalf of CPR Pacific LLC, his self-directed 401K and his self-directed Roth 401K accounts gives him a unique perspective and vantage point within the Real Estate crowdfunding arena. His opinion is valued by fellow investors, venture capitalists and the crowdfunding platforms themselves.


Mr. Chan graduated from UC Berkeley with a double major in Economics and East Asian Languages, and a minor in City Planning. He has held a California real estate license for over 20 years, working the first 6 years as an investment broker with Marcus &Millichapto exclusively represent commercial developers, national food/retail tenants, and REITS with their build-to-suit and NNN properties sales nationwide. He’s also has years of mortgage banking experience working with lending subsidiaries of Lehman Brothers and GE Capital.

 

 

Mark J. Weinstein

Mark J. Weinstein

President & Founder

MJW INVESTMENTS

Mark is the President and Founder of MJW Investments. After beginning his career as an attorney, Los Angeles native Mark J. Weinstein founded MJW Investments in 1983 when he discovered the potential of real estate investment and development through several successful ventures. Under his leadership MJW has acquired approximately 1 billion dollars of real estate holdings in all asset types. He also spearheaded the adaptive reuse of Santee Village, one of Los Angeles’ largest adaptive reuse projects of over 800,000 sq. ft. of mixed-use in the Fashion District of Downtown Los Angeles. Mr. Weinstein’s passion for, and expertise in property repositioning has been a guiding factor in the company’s growth and success.

Mark is the majority owner of the firm’s $500MM diversified real estate holdings. More recently, Mark has led the firm’s strategic growth into student housing and has amassed a portfolio of student housing properties at Michigan State, Washington State, Brigham Young University, UC Santa Barbara and Texas Tech. The firm continues to expand its Southern California multifamily portfolio.

Throughout his career, Mr. Weinstein has maintained active associations and leadership roles with numerous civic and philanthropic groups. These include a three year term as Chair of the Jewish Federation’s Real Estate Construction Division, active associations with the Young Presidents Organization (YPO), the Guardians, an agency dedicated to serving the elderly and the Jewish Venture Philanthropy fund. His philanthropic involvement is diversified and he has been honored with many awards from various organizations in the community including the Jewish Federation Real Estate Construction Division, the Legacy Award from Los Angeles Family Housing Corporation and the Justice Award by the L.A. Law & Poverty Center for his work in the community.

Mr. Weinstein holds a Bachelor of Arts degree from the University of California at Santa Barbara (summa cum laude), and a Juris Doctorate from Loyola Law School (dean’s list).

Ryan Granito

Ryan Granito

Vice President of Real Estate

FUNDRISE

Ryan is Vice President of Real Estate for Fundrise and is based in Los Angeles and San Diego, CA. Ryan is focused on developing relationships with local developers and property owners to expand the company's presence on the west coast. Ryan has broad industry experience ranging from acquisitions and dispositions to development and construction management, having worked in both private and public sectors throughout his career.

Prior to joining Fundrise, Ryan led entitlements, design, and financing efforts for Beverly Hills based Bolour Associates. At Bolour, Ryan managed the development of mixed-use projects ranging from $20MM - $150MM in total costs, focusing on urban infill sites in Downtown Los Angeles. Prior to Bolour, Ryan held development positions with the San Diego Housing Commission, Sares-Regis Group, and Lennar.

A California native, Ryan lives in Los Angeles with his wife Lisa, daughter Sydney and son Charlie.

Seth Wilson

Seth Wilson

Director, Energy & Economic Development

CUTTING EDGE CAPITAL

Seth Wilson develops markets around social-ecological systems. An experienced energy manager and commodities trader, Seth is adapting traditional finance to build greater community health, wealth and local resiliency. Seth recently coauthored “Applying New Market Tax Credits & Direct Public Offerings to Woody Biomass Projects in California,” a joint paper between Northern California Community Loan Fund and Cutting Edge Capital. Seth is working on a number of land development projects for growing sustainable urban food systems and serves as executive director of the Riverside Food System Alliance.

Seth is an active director at GC Solutions Inc., a technology spinout company focused on water treatment and reuse technologies. He serves on the leadership team of Slow Money Southern California. He is a GARP certified Energy Risk Professional and holds a M.S. in Decision Sciences from the University of Memphis.

Brian Shniderson

Brian Shniderson

President & CEO

CAPITAL 360, LLC

Brian Shniderson is an entrepreneurial business leader with broad experiences in restructuring and building companies. Brian has created and sold several businesses in the service, technology, manufacturing and distribution industries. Twice Brian has landed his companies on the INC. 500’s Fastest Growing Companies List- Both awards were achieved before the age of 30.

Brian has been involved in real estate as an investor, developer, lender and workout consultant. Today Mr. Shniderson is focused on expanding his self-storage business. He has several ground up and conversion projects in multiple states and is currently one of the largest developers of self-storage in Los Angeles County.

In 2014 The Crowdfunding Insider reported that Mr. Shniderson was the first sponsor utilizing a national crowdfunding partner to go ‘full circle’ on a project and repay
investors 100% of principal and preferred return. Mr. Shniderson is a frequent speaker and panelist on the state of real estate and is often quoted in national real estate publications.

Mr. Shniderson earned his Bachelor of Science degree in Political Science from the University of California Los Angeles and is a graduate of Harvard Business School, Executive Education in Corporate Reconstruction, Private Equity and Venture Capital.

Jason Fritton

Jason Fritton

Co-Founder & Executive Chairman

PATCH OF LAND

Jason is responsible for setting Patch of Land’s vision and leading the team’s efforts to accomplish the company’s mission of building wealth and growing communities. Jason launched Patch of Land when the SEC implemented Title II of the JOBS Act in 2013 based on his vision to evolve real estate financing to be tech-enabled, data-decisioned, and easily accessible to a marketplace of borrowers and investors. Jason has decades of experience managing and growing startup companies. Prior to Patch of Land Jason founded and developed a telecommunications design and procurement firm active in the public sector. Previously he served as Director of Digital Marketing for a national retailer. Additionally he founded and developed several technology-based startups including Startingline Networks, Tech@Cost, and Virtual Realties. Jason studied biology at Cornell College.

Bryan Shaffer

Bryan Shaffer

Principal

GEORGE SMITH PARTNERS

At George Smith Partners (GSP), Mr. Shaffer focuses on delivering solutions to address his clients’ real estate capital requirements and arranges structured financing
for multifamily and commercial properties, including acquisition, refinance, construction, bridge and permanent loans, mezzanine and participating debt, and joint venture equity. He is one of the eight partners at GSP, a 40 year-old boutique commercial real estate investment bank that arranges $2.5 - $5 billion every year in debt and equity for their clients.

For over 25 years, Mr. Shaffer has been active in the industry with a track record of success and over $4.5 Billion of transactions. He has completed transactions in the multi-family, office, retail, industrial and hospitality sectors as well as specialized experience with complex data centers, healthcare/medical and senior facilities. He is also considered an expert in complex restructuring, bankruptcy debt and partnership buyouts.

Prior to GSP, Mr. Shaffer ran his own global investment advisory company, managed assets and led dispositions at large Japanese institutional investor, Mitsui Real Estate Sales and operated projects for several development firms. He was also the founder of the International Real Estate Trade Organization
(IRETO). Early in his career, he served as a contractor for the United States Resolution Trust Corporation (RTC), an Expert Witness, and as a California Superior Court Receiver. Mr. Shaffer currently serves as a member of the Clearinghouse Real Estate Company (CREC), which is part of the Clearinghouse Community Development Financial Institution.

Professional and Academic Affiliations:

  • Urban Land Institute, ULI, Program Committee
  • International Council of Shopping Centers, ICSC
  • Family Office Real Estate Investment Group
  • Distressed Asset Coalition, (DAC) - Chairman
Jason Schwetz

Jason Schwetz

Founder

TRIPLENETZERODEBT.COM

Jason Schwetz, founded TripleNetZeroDebt.com as a result of his 30 years of commercial real estate investing. Specializing in the retail sector of commercial real estate, Mr. Schwetz has been involved in development, acquisition, management, disposition, financing and leasing of 38 retail projects in California, Virginia, Ohio, Indiana and Wisconsin. In addition to his landlord/sponsor experience, for over 24 years he has owned and operated retail and office businesses that include The JDS Restaurant Group Inc., Paseo Business Center and others. These business has given him a unique perspective on commercial real estate from the investor, tenant and landlord point of view.

Mr. Schwetz is a licensed California Broker and holds the designations of CRX and CSM with the International Council of Shopping Centers.

Laurie Thomas Vass

Laurie Thomas Vass

President

THE PRIVATE CAPITAL MARKET, INC.

Vass is a graduate of the University of North Carolina at Chapel Hill and has a undergraduate degree in Political Science and a Masters degree in Regional Planning.

Vass is a North Carolina state-registered investment advisor, and is a professional money manager. She is the inventor and holder of a research method patent on selecting technology stocks for investments.

Vass is the author of seven books. The most recent book is Accredited Investor Crowdfunding (2014). Available at Amazon.

She has published over 87 scholarly economic articles on the Social Science Research Network author platform. She is currently ranked in the top 1.4% of over 305,000 economic authors, worldwide, on the SSRN platform.

One of her early economic research papers, written for the North Carolina Department of Labor, included the policy guidelines for creating what eventually became The North Carolina Council For Entrepreneurial Development.

She is a student of history of North Carolina. Many of her articles and books about North Carolina are archived in the Carolina Collection at Wilson Library at UNC.

Vass is a frequent contributor to the global crowdfunding news website, CrowdSourcing.org, and writes management consulting articles to help CEOs learn how to conduct a direct corporate private offering.

One of her articles on CrowdSourcing, about estate planning for technology firm CEOs, is the single most highly viewed article on their global website, with over 240,000 views.

In addition to being a licensed investment advisor, Vass is also licensed in North Carolina as a property, casualty, life and health insurance agent, and is a North Carolina real estate broker.

Prior to starting her advisory company in 1987, Vass was a regional economist and advisor to the Board of Directors of B. C. Hydro, and also served as an economic advisor to the N. C. Commissioner of Labor. She learned the retail stock trade as a broker, at E. F. Hutton.

 

Klara Bergman

Klara Bergman

President

THE K. BERGMAN GROUP, LLC

Klara Bergman is a 35 year veteran with personal expertise in raising $180,000,000 in private equity for the acquisition of commercial properties. Ms. Bergman is highly experienced in renovating, leasing, marketing, and hands-on management, of 33 shopping centers equaling 2 million sq./ft., numerous apartment buildings; 288 acre Central Coast master planned community and a variety of other land deals, several start-ups and developed and built her first self-storage facility in Santa Maria, California.

Previously Ms. Bergman was an Executive Search Consultant, recruiting college graduates/Jr. Officers for the Fortune 500 companies. Klara’s long list of loyal client companies included IBM, ITT, EDS, American Hospital Supply, Proctor & Gamble, Baxter Labs, Honeywell, U.S. Steel, etc. Klara ranked as one of the top recruiting/placement consultants placing over 500 candidates throughout the United States.

Klara Bergman is president and owner of The K. Bergman Group, a boutique private equity and real estate investment firm located in Thousand Oaks.

  • Host and co-producer of “Investment Tactics”, one of Southern California’s most popular financial Television and radio programs
  • Host of the “Million-Dollar Woman” radio and television show, Northern California 
  • Recruited builders for Mobil Oil during the development of Redwood Shores, Redwood City, California
  • Rescued and repositioned-about to be foreclosed subdivisions in Foster City and Mariners Island, Northern California
  • Represented Shappel Industries in the sale of 40 custom homes in Hillsborough, California 

Awards

  • Outstanding Business Woman - American Business Women’s Association
  • Woman of the Year - Foundation for Home Ownership Education
  • Growing Companies Award– L.A. Area Chamber of Commerce
  • Nominated for Outstanding Business Woman of the Year - San Fernando Business Journal, 2009
Gene Massey

Gene Massey

Chairman/CEO

MEDIASHARES.COM

Gene 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.

 

Jilliene Helman

Jilliene Helman

CEO

REALTYMOGUL.COM

Jilliene is the CEO and Co-Founder of RealtyMogul.com, responsible for the company’s strategic direction and operations. Jilliene, who sits on RealtyMogul.com’s board, has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist®, holds Series 7, Series 63, and Series 24 licenses and has a degree in Business from Georgetown University.

Elizabeth Braman

Elizabeth Braman

Chief Production Officer

REALTYMOGUL.COM

Elizabeth Braman is the Chief Production Officer at RealtyMogul.com, responsible for procuring new products, as well as equity and debt investment opportunities. Elizabeth is a JD, MBA, CCIM, and an award-winning finance executive, with 15 years of experience in commercial real estate lending, business development and sales. Previously, Elizabeth owned, operated and launched several successful companies in the real estate and technology sectors. RealtyMogul.com is her fifth start-up, of which the first was sold in 2015 to a publicly traded company, two were backed by venture firms and one was backed by a PE Firm.

Jillian Sidoti

Jillian Sidoti

Partner

CROWDFUNDINGLAWYERS.NET

Jillian Sidoti specializes in transactional legal matters such as private placement memorandums, Form 10′s, S-1′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.

Currently, Jillian teaches 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.

Amy Wan

Amy Wan

CEO

BOOTSTRAP LEGAL

Amy Wan is Founder & CEO of Bootstrap Legal, which automates the drafting of legal paperwork for real estate private equity, syndication, and crowdfunding deals. Previously, she was a Partner at Crowdfunding Lawyers and General Counsel at Patch of Land, a real estate debt crowdfunding platform. Amy is also the founder and co-organizer of Legal Hackers LA, which programs around the intersection of law and technology; was named one of the one of ten women to watch in legal technology by the American Bar Association Journal in 2014; and was nominated as a Finalist for the Corporate Counsel of the Year Award 2015 by LA Business Journal.

Amy has also worked in international regulatory and trade policy at the U.S. Department of Commerce, and was a Presidential Management Fellow at the U.S. Department of State and U.S. Department of Transportation. She holds an LL.M. in Public International Law from the London School of Economics and Political Science, a JD from the University of Southern California Gould School of Law, and a BA in Biological Sciences from the University of Southern California.

Craig Cecilio

Craig Cecilio

Founder & President

DIVERSYFUND

Craig Cecilio is the Founder and CEO of DiversyFund and brings more than 16 years of real estate investment and asset management experience as the Founder and CEO of CCFG Investments. DiversyFund was first started to improve upon old school real estate investment practices and beliefs. Cecilio decided to build a team of like-minded individuals and set out to disrupt the traditional process of real estate investing. It worked. For well over a decade, Cecilio’s ability to adapt to bullish and bearish markets has proven his expertise in real estate syndication and portfolio management in California’s real estate sector.

As a graduate of University of Colorado at Boulder, Cecilio moved to San Diego in 1997. Craig’s passion for finance and real estate led him to leave a successful career in the health and fitness industry to pursue opportunities in real estate financing, development, and investment projects in Southern California.

Cecilio also serves as the President and Manager of CCFG Investment Fund, LLC, a real estate investment fund managed by CCFG Investments. For a period of 4 years, Craig proudly served as a Board Member of “A Reason to Survive” (ARTS), a nationally recognized organization that believes in the power of the arts and creativity to literally transform lives — especially those of kids.

Andy Park

Andy Park

Partner

STRATEGIC REALTY CAPITAL

Mr. Park joined Strategic Realty Capital, LLC (SRC) when the company was initially formed in 2007. Mr. Park is responsible for Acquisitions, Repositioning, and Disposition of multifamily assets. He led a team to help SRC acquire and reposition over 15,000+ multifamily units located in several cities and states throughout the nation (primarily the southern half of the U.S.). Prior to joining SRC, Mr. Park was responsible for Real Estate Acquisitions at JEM Realty Advisors, based out of Los Angeles, CA from 2004 to 2007, where he transacted over $500M of Acquisitions and Financing for the company. Prior to JEM Realty Advisors, Mr. Park was a Junior Asset Manager and Analyst at MJW Investments, Inc., based out of Santa Monica, CA. Mr. Park earned his Bachelor of Arts Degree in Economics from UCLA and holds a Real Estate Broker License in the state of California.

Jonathan Chang

Jonathan Chang

Director of Investments

PACIFIC CASTLE

Sponsors

Media Partners

ETF Express

ETF Express is the ETF’s industry’s  leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and product profiles.  ETF Express produces a free daily newsletter covering essential news and features within the exchange traded funds industry and a series of special reports. Click here to access www.etfexpress.com

Hotel Innvestor

Hotel Innvestor is a hotel investment banking platform that utilizes an equity crowdfunding model to raise debt and equity capital for high-quality hotel projects nationwide. Our firm is capitalizing on this emerging growth market that has only legally existed since September 23rd, 2013, when the SEC enacted regulations implementing Title II of the JOBS Act. Not only is Hotel Innvestor the first nationwide, web-based hotel investment banking platform, it is the first platform to identify the strength of specialization in a specific commercial real estate property type. This new marketplace will revolutionize how capital is raised for all commercial real estate property types.

Our goal is to secure exceptional hotel projects sponsored by best in class operators and developers, and to provide them with the necessary debt and equity capital to make their projects a success. Our target customers are 1) operators with outstanding track records and the highest ethics and character and 2) passive accredited investors. Hotel Innvestor’s primary focus is select service, extended stay and premium limited service franchised hotels in the top 75 MSA. In general, we will look to raise equity capital for hotels with a minimum $75 RevPar (revenue per available room.) Hotel Innvestor is prepared to engage in a variety of quality hotel projects; we believe in our operators and their proven track records, and we will bring our success to them – one Innvestor at a time.

Hotel Innvestor uses existing hotel industry relationships, market- and brand-specific knowledge, and methodically sound underwriting utilizing our proprietary model to provide accredited investors the opportunity to invest with the brightest minds in high quality hotel projects nationwide. By matching these projects with a broad range of investors, we seek to provide a cost-efficient source of alternative capital for hotel operators for their projects. In turn, we will provide opportunities to a wider range of passive investors to invest in these pre-vetted offerings. For more information please visit www.hotelinnvestor.com.

EquityRoots

EquityRoots is a crowdfunding platform exclusively dedicated to premium branded and franchised hotel assets. EquityRoots is a platform where passive investors go to perform due-diligence, sign contracts, and safely transfer investment funds with the click of a button and for as little as $15k in Marriott, Hilton, IHG, and Hyatt licensed hotels. EquityRoots, Inc. is a Delaware Corporation and proudly headquartered in the Chicago Board of Trade Building. For more information, visit www.equityroots.com.

Patch of Land

Patch of Land is a real estate marketplace lender that uses proprietary technology and data to provide transparent, scalable, and efficient lending solutions. Patch of Land offers borrowers access to reliable capital for residential and commercial real estate projects, while providing investors easy diversification into real estate with low minimums and a best-in-class secured loan structure.

MediaShares

MediaShares and its subsidiary, QwikShares, offer innovative CrowdFinance solutions for raising capital on the Internet. Recent SEC rules make it possible for early-stage companies to get the capital they need from their fans, customers and affinity groups using both Regulation D, 506C, and Regulation A+. MediaShares assists our client companies in marketing their offerings online and introducing them to a syndicate of FINRA brokers, helping them to get the capital they need to grow. For more information, please visit www.mediashares.com.

RealtyShares

RealtyShares is an online investment platform that uses crowdfunding to pool investors into private real estate investments. Accredited or institutional investors have access to extensive information on a variety of investment opportunities that have been vetted by top real estate professionals. Members can invest with as little as $5,000 (or, on certain selected opportunities, as low as $1,000). Real estate assets include debt and equity deals involving residential, commercial, retail and mixed-use properties. Legal document signatures and fund transfers can all be handled securely through the RealtyShares platform, so that investors can complete the entire transaction through the website. For more information, please visit www.realtyshares.com.

Bloomberg BRIEF

Published either daily or weekly (depending on the title), the 19 Bloomberg BRIEF newsletters pull together the reporting, insight and analysis of senior editorial staff and dedicated economists to help you stay informed and ready for your daily business needs. They offer cutting-edge access to proprietary Bloomberg data and breaking stories that move markets. For more information or a free trial visit www.bloombergbriefs.com

Hedge Connection

Hedge Connection has been helping managers and investors through web-based research, events and advisory work since 2005. Hedge Connection is the first and only internet- based platform that offers hedge funds direct access to a membership of opt-in qualified active hedge fund allocators. Investor members join for free and gain access to detailed information on hedge fund members. All members receive invitations to member`s only events and partner discounts. Learn more and Join the Club at www.hedgeconnection.com

RE Alert

Real Estate Alert guarantees your edge in the commercial-property market by tipping you off to wheelings and dealings you’re not supposed to know about. Every week, the newsletter gives you an inside look at the secret moves of key dealmakers -- and helps you spot new risks and opportunities. See for yourself by signing up for a three-week FREE trial subscription to Real Estate Alert. To start your no-risk trial, call 201-659-1700 or visit www.REAlert.com.

National Crowdfunding Association

The National Crowdfunding Association is America’s oldest trade group that caters to Crowdfunding Portals, Issuers, & Investors. The NLCFA is a non-profit trade association whose mission is to promote Crowdfunding through educational outreach and lobbying to support the overall development and best practices of the Crowdfunding industry. This includes supporting all types of crowdfunding including donation, reward, and equity (investment) and crowdfinancing through Reg D and Reg A+ transactions. For more information, please visit www.NLCFA.org.

Allegiancy

Allegiancy is a technology-centric, highly specialized, fee-based commercial real estate asset manager focused on growth in secondary markets. Innovation, integrity, and allegiance to property owners are hallmarks of Allegiancy and its founder, Steve Sadler. Steve is a Tech CEO and serial entrepreneur with deep experience in tech startups, finance and financial services. He has raised Venture Capital, completed over $300 million in Reg D private placements and led Allegiancy to be one of the first companies to leverage Regulation A to raise equity. Today, he and his company are in the midst of an historic $30 million Reg A+ IPO capital raise. For more information, please visit www.allegiancy.us.

CrowdFund Beat

CrowdFund Beat Media International is an online source of news, information, events and resources for crowdfunding. We e-publish latest news and expert view related to the crowdfunding industry in The USA, Canada, UK, Italy,Germany, France, Holland and coming soon in Spain, Australia, Japan, China on a daily basis. With support of a group of crowdfunding professionals and experts, we are including an editorial column to our journal, in order to present a better perceptive on this new industry to our readers. At crowdfundbeat.com we think of our effort as an educational and informative service to the crowdfunding community, and appreciate your suggestions to make our work more helpful and efficient.  Please check CFB Live Crowdfunding.tv or our exclusive interviews video section about the Crowdfunding Film Festival, CrowdFunding Conference World Tour & CrowdFunding USA.

Institutionalassetmanager

Institutionalassetmanager is a news and information and fund data service for institutional  investors and institutional asset managers focusing on the traditional asset management sector worldwide. Institutionalassetmanager offers a daily newsletter service and a full web site.  Click here to access www.institutionalassetmanager.co.uk

Wealth Adviser

Wealthadviser offers investment fund  news and information, research and fund data for wealth advisers and private banks working in the advisory industry around the world.  Wealthadviser offers a daily newsletter service and a full web site with fund data designed to help wealth advisers. For more information, please visit www.wealthadviser.co.

Property Funds World

Property Funds World is the property fund industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews.  Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series.  Click here to access  www.propertyfundsworld.com

Private Equity Wire

Private Equity Wire  is the private equity industry’s  leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and product profiles.  Private Eq uity WIre produces a free daily newsletter covering essential news and features within the private equity industry and a series of special reports. Click here to access  www.privateequitywire.co.uk.

Hedgeweek

Hedgeweek is the hedge fund industry’s leading portal on news and topical features including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews.  Hedgeweek produces a free weekly and a daily newsletter covering essential news and features within the Hedge Fund industry.  Click here to access  www.hedgeweek.com.

Small Change

Small Change is an online real estate crowdfunding and investment platform that makes cities better. Turn Small Change into real change. For more information, visit www.smallchange.com.

Marina Del Rey Marriott Marina Del Rey Marriott

Marina Del Rey Marriott

4100 Admiralty Way

Marina Del Rey, CA

 

(310) 301-3000

http://www.marriott.com/hotels/travel/laxmb-marina-del-rey-marriott/

 

The Marina del Rey Marriott offers a distinctly modern, yet sophisticated hotel experience with 370 guest rooms with water, city and mountain views, along with over 18,000 square feet of flexible meeting space.Located just 3-blocks to the beaches of Marina del Rey and Venice and easily accessible to popular Los Angeles area attractions, the hotel provides an ideal meeting and social destination offering everything needed to relax and be productive.

 

To make a reservation under iGlobal Forum's room block, please use the booking link here. Please note that the deadline for all reservations within the block is June 1st, 2016.

For additional booking requests after the deadline, please call Marriott reservations directly at 1-888-236-2427.

  • Register by
    Conference Only
    Luncheon Workshop
    Full Conference & Workshop Pass
    One-on-One Networking Pass
  • May 10, 2016
    $699
    $149
    $995
    $149
  • May 25, 2016
    $799
    $199
    $1,095
    $149
  • June 10, 2016
    $899
    $249
    $1,195
    $149
  • June 23, 2016
    $999
    $349
    $1,295
    $149

Terms and Conditions - Payment Policy

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iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
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