5th Real Estate Crowdfunding Summit

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About The Conference

iGlobal Forum is pleased to present the 5th Real Estate Crowdfunding Summit, taking place in Marina Del Rey, California on Thursday, June 22nd.  Real estate crowdfunding has experienced staggering growth, intensifying and evolving rapidly into a multi-billion dollar industry.  With the passing of Title III changes under the JOBS Act, real estate crowdfunding has established itself as a major game changer.  By reshaping and shifting the way individuals find and invest in properties, and by introducing tech-based solutions and removing some of the most challenging barriers to real estate investing, real estate crowdfunding has opened new doors for both investors and borrowers alike. But with the marketplace abuzz with new crowdfunding platforms, how can investors and borrowers cut through the noise, determine the best deal structures and investable projects for the best risk-adjusted returns?  Find the answers at iGlobal Forum’s 5th Real Estate Crowdfunding Summit where investors, real estate developers and the top crowdfunding platforms will gather under one roof to share latest insights and best practices in raising capital successfully for deals in this burgeoning marketplace.

Key Topics Covered

  • Essential industry update on the one year history of Title III changes under the JOBS Act and future outlook
  • Cutting through the noise and separating yourself apart from the competition in a crowded market
  • Effectively utilizing online tools and fundraising platforms to promote your project
  • Gaining a clear understanding of the variety of crowdfunding platforms and the types of investment opportunities to determine the best options for you
  • Market and sector focus of specialized platforms and where investors are finding the best risk-adjusted returns
  • Working around restrictions and limits for non-accredited investors for capital intensive assets
  • Insights into borrower’s and investor’s perspective and key exit strategies to consider

Network With Leading

  • Owners/Operators/Sponsors
  • Developers
  • Real Estate Investors
  • Angel Investors & VC’s
  • Private Equity and REITs
  • Crowdfunding Platforms
  • Broker-Dealers
  • RIA’s
  • Asset Managers
  • Hedge Funds
8:00 am - REGISTRATION & NETWORKING BREAKFAST
8:45 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
9:00 am - REAL ESTATE CROWDFUNDING: CURRENT OPPORTUNITIES AND TRENDS IN A BURGEONING ARENA
  • Current economic real estate environment and crowdfunding trends you need to watch in 2017
  • Review of the one-year history post Title III changes under the JOBS Act
  • How is technology changing the landscape of real estate crowdfunding and making it a global marketplace?
  • Key drivers and players in the real estate crowdfunding turf and standing out in a crowded market
  • Coverage of Title II, Rule 506(c) and Title IV Reg A+ capital raises and how they are bringing real estate crowdfunding to maturity?
Michael Episcope

Michael Episcope

Principal

ORIGIN INVESTMENTS

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Seth Wilson

Seth Wilson

Director, Energy & Economic Development

CUTTING EDGE CAPITAL

View More

Melanie Pennell-Mayer

Melanie Pennell-Mayer

President

ASSOCIATED VENTURES

View More

Bill Lanting

Bill Lanting

Vice President of Commercial Debt

REALTY SHARES

View More

Markley S. Roderick

Moderator:

Markley S. Roderick

Shareholder

FLASTER GREENBERG

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9:45 am - FINDING THE GEM: KEY FACTORS TO CONSIDER WHEN CHOOSING A CROWDFUNDING PLATFORM
  • Should you choose a platform and if so which platform? Different investment types and opportunities, models and requirements of different platforms and which is right for you
  • Understanding investor and bankruptcy protection and if there is strong venture capital backing
  • Leveraging high transparency, co-investment and pre-funding to your advantage
  • Buyer beware: uncovering hidden fees, inadequate volume and broker sites in disguise to avoid making a costly mistake
  • An overview of the top real estate crowdfunding platforms today
Jim Borzilleri

Jim Borzilleri

President

CROWD ENGINE, INC.

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Mark J. Weinstein

Mark J. Weinstein

President & Founder

MJW INVESTMENTS

View More

Adam Kaufman

Adam Kaufman

Co-Founder & Managing Director

ARBORCROWD

View More

Jonathan Chang

Jonathan Chang

Director of Investments

PACIFIC CASTLE

View More

Jor Law

Moderator:

Jor Law

Co-Founder

VERIFYINVESTOR.COM & HOMEIER LAW PC

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10:30 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.)

11:00 am - BORROWER'S INSIGHTS ON CROWDFUNDING- GOING FROM A LISTING TO A FUNDED DEAL
  • Understanding the differences between platform types: flexibility in types of properties listed, financing offered, access to new investors, capital, costs and time frame
  • Determine how to best use crowdfunding to fit into the capital stack, and other forms of funding to pairing it with to successfully raise enough per project
  • Strategies on staying competitive with crowdfunding, keeping costs below market and how to close deals quickly
  • How do you ensure that the exit of an investor does not affect cash flow of the project?
Mark Mascia

Mark Mascia

President & CEO

MASCIA DEVELOPMENT, LLC.

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Brian Shniderson

Brian Shniderson

President & CEO

CAPITAL 360, LLC

View More

Alexander Philips

Alexander Philips

Chief Executive & Investment Officer

TWINROCK PARTNERS

View More

Brandon D. Smith

Brandon D. Smith

Vice President

CBRE

View More

Eddie Lorin

Moderator:

Eddie Lorin

Founder

STRATEGIC REALTY HOLDINGS LLC & IMPACTHOUSING.COM

View More

11:45 am - INVESTOR'S PERSPECTIVE IN THE CURRENT REAL ESTATE CROWDFUNDING MARKET
  • Crowdfunding as an important tool for investment portfolio diversification
  • Equity or debt investments for crowdfunding and investor expectations of risk vs. return 
  • Investor’s perspective on deal structures, increased transparency, accessibility, exit strategy and tax benefits
  • What are some of the key exit strategies that real estate crowdfunding platforms have adopted to offer their investors? A look at Reg A+, VC backing, private offerings
  • Knowing the conversion rates of returning investors as a representation for likely future returns
Jeremy Roll

Jeremy Roll

President

ROLL INVESTMENT GROUP

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Mark Crawford

Mark Crawford

President

CRAWFORD PARK FINANCIAL

View More

Gary Mozer

Gary Mozer

Principal, Managing Director

GEORGE SMITH PARTNERS

View More

Sanford Coggins

Moderator:

Sanford Coggins

Founder/CEO

VISIONWISE CAPITAL

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12:30 pm - NETWORKING LUNCHEON
1:45 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. These sessions are designed to allow you to share your expertise with a small, intimate group of attendees, and directly interact with experts leading the sector. Choose between one of the following topics:

Roundtable 1

Cutting Through the Noise and Attracting Investors Through Clever Marketing

  • Building your online and offline networks and developing relationships with potential investors
  • Differentiating yourself by developing your online presence and creating buzz around your projects through clever combination of ads, PR and social media strategies
  • Examining which “untapped markets” are being reached and how
  • Demonstrating that you have the skills and commitment to deliver the deal
Gene Massey

Gene Massey

Chairman/CEO

MEDIASHARES.COM

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Mark F. Thimmig

Mark F. Thimmig

Chairman, CEO

CONSERVACO, LLC/ THE IGNITE AGENCY

View More

Roundtable 2

The New World of Non-Accredited Crowdfunding: Opportunities and Lessons Learned

  • Qualifying non-accredited investors and satisfying suitability standards
  • Best practices in creating a practical crowdfunding model for real estate developers and syndicators while offering investor protection
  • Discussion on how Titles III and IV are playing out in the real estate arena
  • Liquidity options: minimum holding periods, marketability, and availability of secondary markets
  • How have capital-intensive assets worked around restrictions and limits for non-accredited investors?
  • The role of state-regulated securities in non-accredited crowdfunding
Seth Wilson

Seth Wilson

Director, Energy & Economic Development

CUTTING EDGE CAPITAL

View More

Eddie Lorin

Eddie Lorin

Founder

STRATEGIC REALTY HOLDINGS LLC & IMPACTHOUSING.COM

View More

2:30 pm - AFTERNOON NETWORKING BREAK
2:45 pm - THE PLATFORM PITCH REVIEW: A LIVE ANALYSIS OF CURRENT, INVESTABLE CROWDFUNDING DEALS

A live, highly interactive session where two participants will pitch their real-life real estate crowdfuding projects to a panel of three distinguished judges active in the crowdfunding space. The judges will perform a live assessment of the crowdfunding projects, 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.

Amy Wan

Amy Wan

CEO

BOOTSTRAP LEGAL

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Sanford Coggins

Sanford Coggins

Founder/CEO

VISIONWISE CAPITAL

View More

Amy Kirsch

Amy Kirsch

Director of Investor Relations

REALTY SHARES

View More

3:30 pm - WHAT'S NEXT FOR REAL ESTATE CROWDFUNDING? FINDING REAL RETURNS IN AN EVOLVING MARKETPLACE
  • A look at the leading sectors, markets and specialized niches presenting favorable crowdfunding opportunities 
  • Comparing fundraising opportunities in commercial vs. residential projects, ground-up developments vs. acquisitions
  • Crowdfunding in an economic downturn – overcoming potential challenges and obstacles
  • The impact of consolidation on the crowdfunding space and why only a handful of platforms will survive while others disappear
Amy Wan

Amy Wan

CEO

BOOTSTRAP LEGAL

View More

Steven Waldman

Steven Waldman

Co-Founder

CROWD REALTY ADVISORS

View More

J.J. Mueller

J.J. Mueller

Principal

HOMEROCK, LLC

View More

Michael Mayer

Moderator:

Michael Mayer

Managing Member & CEO

ASSOCIATED VENTURES

View More

4:15 pm - CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION

Speakers

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

View More

Mark Mascia

Mark Mascia

President & CEO

MASCIA DEVELOPMENT, LLC.

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

View More

Jim Borzilleri

Jim Borzilleri

President

CROWD ENGINE, INC.

Jim is the President of CrowdEngine, Inc., a co-founding member of the Crowdfunding Professional Association

View More

Brian Shniderson

Brian Shniderson

President & CEO

CAPITAL 360, LLC

Brian Shniderson is an entrepreneurial business leader with broad experiences in restructuring and building

View More

Jeremy Roll

Jeremy Roll

President

ROLL INVESTMENT GROUP

Jeremy has been an active real estate and business investor for over 15 years who left the corporate world in 2007

View More

Michael Episcope

Michael Episcope

Principal

ORIGIN INVESTMENTS

Michael Episcope cofounded Origin Investments to create access to real estate investments and management

View More

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

View More

Amy Kirsch

Amy Kirsch

Director of Investor Relations

REALTY SHARES

Amy Kirsch is the Director of Investor Relations at RealtyShares, where her team is the primary point of contact

View More

Mark F. Thimmig

Mark F. Thimmig

Chairman, CEO

CONSERVACO, LLC/ THE IGNITE AGENCY

Mr Thimmig, a leading expert in digital marketing, is Chairman, CEO of Conservaco, LLC, a business development

View More

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

View More

Melanie Pennell-Mayer

Melanie Pennell-Mayer

President

ASSOCIATED VENTURES

Melanie is President/COO of Associated Ventures; a real estate development and investment firm concentrating on

View More

Eddie Lorin

Eddie Lorin

Founder

STRATEGIC REALTY HOLDINGS LLC & IMPACTHOUSING.COM

Eddie Lorin has been transforming real estate for his entire career. During his 30-years in the business, he has

View More

Alexander Philips

Alexander Philips

Chief Executive & Investment Officer

TWINROCK PARTNERS

Mr. Philips is a co-founder of TwinRock and is responsible for the overall strategic direction of the firm’s

View More

Steven Waldman

Steven Waldman

Co-Founder

CROWD REALTY ADVISORS

Mr. Waldman is the Founder/President of Ground Lease Capital Partners, LLC (“Ground Lease Capital”). Prior to

View More

Gene Massey

Gene Massey

Chairman/CEO

MEDIASHARES.COM

Gene Massey is the CEO of MediaShares and its subsidiary, QwikShares, companies offering innovative CrowdFinance

View More

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

View More

J.J. Mueller

J.J. Mueller

Principal

HOMEROCK, LLC

View More

Matthew Welch

Matthew Welch

Chief Revenue Officer

GROUNDFLOOR

Matthew Welch is on the Groundfloor Board of Advisors and is also serving as the company's interim Chief Revenue

View More

Brandon D. Smith

Brandon D. Smith

Vice President

CBRE

Brandon Smith is a Vice President for the Multifamily Debt and Structured Finance group headed by Brian

View More

Michael Mayer

Michael Mayer

Managing Member & CEO

ASSOCIATED VENTURES

Michael D. Mayer - Associated Ventures, LLC, since its formation in 1972 (originally as IDMG), Associated Ventures

View More

Bill Lanting

Bill Lanting

Vice President of Commercial Debt

REALTY SHARES

Bill has more than 30 years of experience in the real estate syndication and hospitality industries, where he has

View More

Jor Law

Jor Law

Co-Founder

VERIFYINVESTOR.COM & HOMEIER LAW PC

Jor Law is a co-founder of Homeier Law PC, where he practices corporate and securities law, including helping

View More

Adam Kaufman

Adam Kaufman

Co-Founder & Managing Director

ARBORCROWD

Adam Kaufman is Co-founder and Managing Director of ArborCrowd. In this role, he builds ArborCrowd’s corporate

View More

Markley S. Roderick

Markley S. Roderick

Shareholder

FLASTER GREENBERG

Mark Roderick concentrates his practice on the representation of entrepreneurs and their businesses. He represents

View More

Mark Crawford

Mark Crawford

President

CRAWFORD PARK FINANCIAL

View More

Jonathan Chang

Jonathan Chang

Director of Investments

PACIFIC CASTLE

View More

Gary Mozer

Gary Mozer

Principal, Managing Director

GEORGE SMITH PARTNERS

View More

LUNCHEON WORKSHOP:

A SUCCESSFUL ROADMAP TO INVESTING IN REAL ESTATE CROWDFUNDING

Thursday June 22, 2017 | 12:45 pm to 1:45 pm

  • Choosing your platform carefully - strengths and weaknesses of different platform to determine the best fit for you
  • Reviewing investments – understanding the details of a specific deal with the help of a financial advisor or fiduciary to preempt any potential issues
  • Liquidity – understanding different liquidity schedules and unique return profiles for each individual investment
  • Risk – diversifying holdings as well as risk by determining whether debt or equity investments are more appropriate
  • An overview of industry’s best practices in real estate crowdfunding
Matthew Welch

Matthew Welch

Chief Revenue Officer

GROUNDFLOOR

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Sponsors

Media Partners

  • Register by

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  • May 25, 2017

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  • June 10, 2017

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  • June 22, 2017

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Terms and Conditions - Payment Policy

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

iGlobal Forum Cancellation, Postponement and Substitution Policy

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

Discounts

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

The Ritz-Carlton, Marina Del Rey

4375 Admiralty Way

Marina del Rey, CA

 

310-823-1700

http://www.ritzcarlton.com/en/hotels/california/marina-del-rey

 

Overlooking the marina, The Ritz-Carlton, Marina del Rey is 4.4 miles from Santa Monica Pier and 4.5 miles from Los Angeles International Airport. Tucked along the Pacific coast between Venice Beach and Playa Vista, The Ritz-Carlton, Marina del Rey is one of the most ideally located luxury hotels to explore Southern California’s most eclectic stretch of coastline. Literally meaning “sea coast of the king,” Marina del Rey is aptly named, as it is home to more than 7,000 boats and yachts in one of the largest man-made marinas in the world, as well as shopping and gourmet dining.

 

To make a reservation under the event room block, please visit our dedicated booking link here. Please note that the deadline for all reservations is Monday, June 12th.

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

View More

Mark Mascia

Mark Mascia

President & CEO

MASCIA DEVELOPMENT, LLC.

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

View More

Jim Borzilleri

Jim Borzilleri

President

CROWD ENGINE, INC.

Jim is the President of CrowdEngine, Inc., a co-founding member of the Crowdfunding Professional Association (CfPA), a

View More

Brian Shniderson

Brian Shniderson

President & CEO

CAPITAL 360, LLC

Brian Shniderson is an entrepreneurial business leader with broad experiences in restructuring and building companies.

View More

Jeremy Roll

Jeremy Roll

President

ROLL INVESTMENT GROUP

Jeremy has been an active real estate and business investor for over 15 years who left the corporate world in 2007 to

View More

Michael Episcope

Michael Episcope

Principal

ORIGIN INVESTMENTS

Michael Episcope cofounded Origin Investments to create access to real estate investments and management expertise

View More

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

View More

Amy Kirsch

Amy Kirsch

Director of Investor Relations

REALTY SHARES

Amy Kirsch is the Director of Investor Relations at RealtyShares, where her team is the primary point of contact for

View More

Mark F. Thimmig

Mark F. Thimmig

Chairman, CEO

CONSERVACO, LLC/ THE IGNITE AGENCY

Mr Thimmig, a leading expert in digital marketing, is Chairman, CEO of Conservaco, LLC, a business development company

View More

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

View More

Melanie Pennell-Mayer

Melanie Pennell-Mayer

President

ASSOCIATED VENTURES

Melanie is President/COO of Associated Ventures; a real estate development and investment firm concentrating on

View More

Eddie Lorin

Eddie Lorin

Founder

STRATEGIC REALTY HOLDINGS LLC & IMPACTHOUSING.COM

Eddie Lorin has been transforming real estate for his entire career. During his 30-years in the business, he has been

View More

Alexander Philips

Alexander Philips

Chief Executive & Investment Officer

TWINROCK PARTNERS

Mr. Philips is a co-founder of TwinRock and is responsible for the overall strategic direction of the firm’s

View More

Steven Waldman

Steven Waldman

Co-Founder

CROWD REALTY ADVISORS

Mr. Waldman is the Founder/President of Ground Lease Capital Partners, LLC (“Ground Lease Capital”). Prior to

View More

Gene Massey

Gene Massey

Chairman/CEO

MEDIASHARES.COM

Gene Massey is the CEO of MediaShares and its subsidiary, QwikShares, companies offering innovative CrowdFinance

View More

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,

View More

J.J. Mueller

J.J. Mueller

Principal

HOMEROCK, LLC

View More

Matthew Welch

Matthew Welch

Chief Revenue Officer

GROUNDFLOOR

Matthew Welch is on the Groundfloor Board of Advisors and is also serving as the company's interim Chief Revenue

View More

Brandon D. Smith

Brandon D. Smith

Vice President

CBRE

Brandon Smith is a Vice President for the Multifamily Debt and Structured Finance group headed by Brian Eisendrath. He

View More

Michael Mayer

Michael Mayer

Managing Member & CEO

ASSOCIATED VENTURES

Michael D. Mayer - Associated Ventures, LLC, since its formation in 1972 (originally as IDMG), Associated Ventures has

View More

Bill Lanting

Bill Lanting

Vice President of Commercial Debt

REALTY SHARES

Bill has more than 30 years of experience in the real estate syndication and hospitality industries, where he has been

View More

Jor Law

Jor Law

Co-Founder

VERIFYINVESTOR.COM & HOMEIER LAW PC

Jor Law is a co-founder of Homeier Law PC, where he practices corporate and securities law, including helping companies

View More

Adam Kaufman

Adam Kaufman

Co-Founder & Managing Director

ARBORCROWD

Adam Kaufman is Co-founder and Managing Director of ArborCrowd. In this role, he builds ArborCrowd’s corporate

View More

Markley S. Roderick

Markley S. Roderick

Shareholder

FLASTER GREENBERG

Mark Roderick concentrates his practice on the representation of entrepreneurs and their businesses. He represents

View More

Mark Crawford

Mark Crawford

President

CRAWFORD PARK FINANCIAL

View More

Jonathan Chang

Jonathan Chang

Director of Investments

PACIFIC CASTLE

View More

Gary Mozer

Gary Mozer

Principal, Managing Director

GEORGE SMITH PARTNERS

View More

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