Real Estate Crowdfunding Summit West

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About The Conference

iGlobal Forum is pleased to host the second annual Real Estate Crowdfunding Summit 2015, where you will have the opportunity to meet the leading real estate crowdfunding thought leaders and experts as they share their perspectives and stories within this amazingly fast-growing industry. This interactive, panel-driven conference brings together the new breed of crowd investors and traditional investors, as well as the real estate developers and the crowdfunding marketplaces. Crowdfunding provides new capital options, new manners to enhance client relationships and new marketing opportunities. It also provides expansion into other areas of the world through the emergence of global real estate platforms, which allows developers and investors alike the chance to further capitalize on opportunities. Join us at the Real Estate Crowdfunding Summit on May 28th, 2015 so you can be “in the know” as to how crowdfunding is sure to affect the real estate industry and how you and your organization can best benefit.

Key Topics Covered

  • How to determine if crowdfunding is right for me
  • How to determine which crowdfunding platform/marketplace is best
  • What are the realistic expectations for crowdfunding in real estate?
  • How can investors protect themselves in a crowdfunding deal?
  • What do developers really think about crowdfunding?
  • Where are future opportunities for crowdfunding?
  • What legal, tax & regulatory issues are important when entering into a crowdfunded deal?
  • What are the creative partnership structures that can be derived through crowdfunding?
  • How do you market effectively when using crowdfunding platforms?
  • How does the underwriting process work in real estate crowdfunding?

Network With Leading

  • Real Estate Owners & Operators
  • Real Estate Developers, Sponsors & Syndicators
  • Private Equity Real Estate & REIT Executives
  • Real Estate Entrepreneurs
  • Crowdfunding Platforms & Portals
  • Angel Investors & Venture Capitalists
  • Hedge Funds & Institutional Investors
  • High Net Worth Individuals & Family Offices
  • Asset Managers, RIAs & Broker/Dealers
7:45 am - REGISTRATION & NETWORKING BREAKFAST
8:30 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
8:45 am - JOINING THE CROWDFUNDING BANDWAGON: DOES IT MAKE SENSE FOR ME?
  • What is crowdfunding?
  • Determining if, and with whom you should crowdfund
  • Examine what syndicators need to look at when selecting a real estate crowdfunding platform
  • How do I get started?
  • How much can I raise? How long does it take?
  • What are the best routes to market?
  • What are the projected returns/risks you should expect?
  • What services do crowdfunders provide to a developer?
DJ Paul

DJ Paul

Principal

DJP&CO.

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Maxim Sharkansky

Maxim Sharkansky

Managing Partner

TRION PROPERTIES, INC.

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Sanford Coggins

Moderator:

Sanford Coggins

Founder/CEO

VISIONWISE CAPITAL

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9:30 am - EXAMINING THE PROS AND CONS OF INVESTING IN A CROWDFUNDED DEAL
  • Examine how crowdfunding compares to other syndicated structures
  • Determine which projects are the best investments
  • Identify how the lack of liquidity affects crowdfunding deals
  • Establish the risk of investment default for crowdfunding compared to peer-to-peer and direct real estate investment funding
  • How to decide which platform is the best to work with
Daniel Oschin

Daniel Oschin

Chief Operating Officer

SHOPOFF REALTY INVESTMENTS, LP

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Mike Greiner

Mike Greiner

Vice President

DIVERSYFUND

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Brew Johnson

Brew Johnson

Co-founder & CEO

PEERSTREET

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Jeff Weber

Jeff Weber

Managing Director

OFFERBOARD SECURITIES

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Heath Binder

Moderator:

Heath Binder

VP, Investor Relations

REALTYMOGUL.COM

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10:15 am - MORNING NETWORKING BREAK
10:45 am - THE DEVELOPERS POINT OF VIEW: WHAT DO DEVELOPERS REALLY THINK ABOUT CROWDFUNDING?
  • Examine case studies of how real estate developers are using crowdfunding
  • How do developers determine which projects should use crowdfunding?
  • Identify fears for entering the world of looking for investors through crowdfunding
  • Discover time-saving, exposure and financial advantages developers have seen through utilizing crowdfunding
  • Appraise the problems developers have had with using crowdfunding
Ryan Parkin

Ryan Parkin

Managing Partner

CRESS CAPITAL

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Jonathan Stern

Jonathan Stern

Managing Director

MERIDIAN CAPITAL GROUP

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Matt Rodak

Matt Rodak

CEO

FUND THAT FLIP, INC.

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Eddie Lorin

Moderator:

Eddie Lorin

Founder

STRATEGIC REALTY HOLDINGS LLC & IMPACTHOUSING.COM

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11:30 am - WHAT CROWDFUNDING PLATFORM IS RIGHT FOR ME?

Clarify your strategy and plan as to what you want crowdfunding to achieve:

  • Do you want to gain more coverage and distribution?
  • Do you want to enlist new investors?
  • Do you want to build better networking efficiencies?
  • Identify the platform’s business model and strategy that drives the deals they fund
  • Determine the type of investor base the platform has
  • Establish the platform’s underwriting requirements
  • Decide if the platform is in it for “the long-term”
Darren Powderly

Darren Powderly

Co-Founder, Vice President, Real Estate

CrowdStreet      

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Jim Borzilleri

Jim Borzilleri

President

CROWD ENGINE, INC.

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Brett Crosby

Brett Crosby

Co-founder & Chief Operating Officer

PEERSTREET

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Ryan Smith

Ryan Smith

Founder & President

DIRECTVEST/RCS CAPITAL

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Joey Jelinek

Moderator:

Joey Jelinek

CEO

GROUNDBREAKER

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12:15 pm - NETWORKING LUNCHEON
1:30 pm - INTERACTIVE ROUNDTABLE DISCUSSIONS
2:15 pm - AFTERNOON NETWORKING BREAK
2:30 pm - THINK GLOBALLY…THE WORLD IS A GLOBAL VILLAGE: INTERNATIONAL REAL ESTATE FUNDRAISING
  • Reveal potential opportunities that are available to those who look at real estate at a global level
  • Examine how crowdfunding is providing worldwide investors access to more opportunities
  • Discuss how global real estate crowdfunding can join the emerging and developed worlds
  • Outside of potential high returns, what other benefits can be derived through crowdfunding on an international basis?
Rishi Thakkar

Rishi Thakkar

Vice President, Real Estate

ASSETAVENUE

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Bryan Smith

Bryan Smith

Co-founder/CEO

REALTYWEALTH.COM

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Tim Snodgrass

Moderator:

Tim Snodgrass

President

AXXCESS CAPITAL

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3:15 pm - WHERE WILL WE BE TOMORROW? AN EXAMINATION OF THE FUTURE OF CROWDFUNDING

This interactive closing panel discussion will provide various perspectives as to what we should expect within crowdfunding in the future.

  • What will the average networth of investors participating in real estate crowdfunding be “tomorrow”?
  • Will the average capitalized value of properties utilizing crowdfunding continue to increase or plateau?
  • Can we expect further diversification in the pool of investors? And if so, how?
  • Will equity shares be necessary for future crowdfunding deals?
  • What will happen with the share of capital stack in crowdfunding?
  • What can we expect to see in future regulations and laws concerning crowdfunding?
Jason Fritton

Jason Fritton

Co-Founder & Executive Chairman

PATCH OF LAND

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JoJo Zou

JoJo Zou

President

REALTYXE

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Ian Bel

Ian Bel

Principal

ONE WALL PARTNERS

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Sydney Armani

Moderator:

Sydney Armani

CEO/Publisher

CROWDFUND BEAT MEDIA

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

Speakers

Ian Bel

Ian Bel

Principal

ONE WALL PARTNERS

Ian leads Acquisitions and Investor Relations for One Wall Partners. Prior to joining One Wall Partners, Ian was

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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

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

View More

Matt Rodak

Matt Rodak

CEO

FUND THAT FLIP, INC.

Matt Rodak served as a Sales and Marketing Executive where he worked with one of the world’s largest real estate

View More

Maxim Sharkansky

Maxim Sharkansky

Managing Partner

TRION PROPERTIES, INC.

Max Sharkansky, co-founder of Trion Properties, oversees all aspects of acquisition, disposition, and property

View More

Daniel Oschin

Daniel Oschin

Chief Operating Officer

SHOPOFF REALTY INVESTMENTS, LP

Daniel Oschin is Chief Operating Officer of Shopoff Realty Investments. He is focused on cultivating the

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

Mike Greiner

Mike Greiner

Vice President

DIVERSYFUND

Mike currently oversees all capital raise processes at DiversyFund.com and CCFG Investments. Mike’s acumen stems

View More

Sydney Armani

Sydney Armani

CEO/Publisher

CROWDFUND BEAT MEDIA

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

View More

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

View More

Bryan Smith

Bryan Smith

Co-founder/CEO

REALTYWEALTH.COM

Bryan Smith is Co-Founder and CEO at RealtyWealth.com. RealtyWealth is the first Real Estate Crowdfunding portal

View More

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

Adam Hooper

Adam Hooper

Chief Executive Officer

REALCROWD

In the commercial real estate industry since 2003, Adam Hooper has founded three national platforms for brokerage,

View More

Brew Johnson

Brew Johnson

Co-founder & CEO

PEERSTREET

Brew is the visionary leader behind PeerStreet. His experience in technology platforms, real estate and law

View More

Brett Crosby

Brett Crosby

Co-founder & Chief Operating Officer

PEERSTREET

As Co-founder and Chief Operating Officer of PeerStreet, Brett crafts the company's strategy, product and

View More

Rich Rodman

Rich Rodman

Co-founder & CEO

CROWDENTIALS

Rich Rodman is the co-founder and CEO of Crowdentials, a provider of regulatory compliance tools for equity

View More

Darren Powderly

Darren Powderly

Co-Founder, Vice President, Real Estate

CrowdStreet      

Darren has transacted hundreds of millions of dollars’ worth of commercial real estate investments and software

View More

Jonathan Stern

Jonathan Stern

Managing Director

MERIDIAN CAPITAL GROUP

Mr. Stern is currently a Managing Director at Meridian Capital Group, responsible for the firm’s marketing and

View More

Jeff Weber

Jeff Weber

Managing Director

OFFERBOARD SECURITIES

Jeff is a 35-yr veteran of the commercial real estate industry who transitioned from real estate investment &

View More

Joey Jelinek

Joey Jelinek

CEO

GROUNDBREAKER

GroundBreaker provides fundraising and investor management technology to the real estate industry and helps

View More

Jeff Armant

Jeff Armant

Director, Business Development

WEALTHFORGE

A seasoned executive with over 20 years of experience delivering revenue through strategy, innovation, business

View More

Heath Binder

Heath Binder

VP, Investor Relations

REALTYMOGUL.COM

Heath is the VP of Investor Relations at Realty Mogul, focused on working with both high net worth and

View More

Ryan Smith

Ryan Smith

Founder & President

DIRECTVEST/RCS CAPITAL

Ryan G. Smith started and sold his first company before college graduation and his second firm, Trupoly, an

View More

Varun Pathria

Varun Pathria

Chief Investment Officer

ASSETAVENUE

Varun Pathria is Chief Investment Officer for AssetAvenue, the leading online lending platform for commercial real

View More

DJ Paul

DJ Paul

Principal

DJP&CO.

D.J. Paul is the founder of DJP&Co., a financial services consulting firm specializing in investment

View More

Rishi Thakkar

Rishi Thakkar

Vice President, Real Estate

ASSETAVENUE

Rishi is a Vice President of Real Estate at AssetAvenue, the leading online lending platform. Rishi's daily

View More

JoJo Zou

JoJo Zou

President

REALTYXE

Ms. Zou is President of RealtyXE, a Crowd Funding Real Estate company. Ms. Zou is a graduate from Columbia

View More

Tim Snodgrass

Tim Snodgrass

President

AXXCESS CAPITAL

Timothy E. Snodgrass is a Founding Partner of Axxcess Capital, LLC, and its Affiliates, and a Principal at ARI

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

LUNCHEON WORKSHOP

CROWDFUNDING REAL ESTATE: WHAT DECISIONS NEED TO BE MADE?

Thursday May 28, 2015 | 12:15 pm to 1:30 pm

In this interactive lunch workshop the audience will work with Jor Law in putting together a mock real estate 506(c) deal. Jor will draw from the collective expertise and energy from the room to outline some of the decisions and issues that a real estate developer might encounter while seeking crowdfunded dollars. Come ready to participate. A sample of topics that may be covered can be found below; but as YOU will be participating, some or all of the topics will change to audience demands!

  • Outlining the deal
  • Should this deal be crowdfunded?
  • A quick examination of the regulatory framework that will affect this deal
  • Who’s on the deal team
  • Do I develop my own site? How do I reach and manage investors? Will I be the issuer and raise funds myself? Do I use a portal? Develop my own site? Use a white-label provider? Can I solicit without a website?
  • Determining the deal structure and deal terms – what structures are out there and what terms are investors looking for?
  • Examining the “Little Things” – Do I need a broker-dealer or investment advisor? Foreign currency? What about AML/KYC; Handling escrow/payments; Verification
  • How do I market & find investors?
  • Diligencing the field? What type of diligence should you consider? 
Jor Law

Jor Law

Co-Founder

VERIFYINVESTOR.COM & HOMEIER LAW PC

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Joey Jelinek

Joey Jelinek

CEO

GROUNDBREAKER

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Sponsors

Media Partners

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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
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.

 

For discounted room rates, please contact the Marriott reservation department directly at 1-(800) 228-9290 or 1-(310)-301-3000, and mention iGlobal Forum, or book an online reservation here by May 13th, 2015.

Ian Bel

Ian Bel

Principal

ONE WALL PARTNERS

Ian leads Acquisitions and Investor Relations for One Wall Partners. Prior to joining One Wall Partners, Ian was an

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

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

View More

Matt Rodak

Matt Rodak

CEO

FUND THAT FLIP, INC.

Matt Rodak served as a Sales and Marketing Executive where he worked with one of the world’s largest real estate

View More

Maxim Sharkansky

Maxim Sharkansky

Managing Partner

TRION PROPERTIES, INC.

Max Sharkansky, co-founder of Trion Properties, oversees all aspects of acquisition, disposition, and property analysis

View More

Daniel Oschin

Daniel Oschin

Chief Operating Officer

SHOPOFF REALTY INVESTMENTS, LP

Daniel Oschin is Chief Operating Officer of Shopoff Realty Investments. He is focused on cultivating the company’s

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

Mike Greiner

Mike Greiner

Vice President

DIVERSYFUND

Mike currently oversees all capital raise processes at DiversyFund.com and CCFG Investments. Mike’s acumen stems from

View More

Sydney Armani

Sydney Armani

CEO/Publisher

CROWDFUND BEAT MEDIA

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

View More

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

View More

Bryan Smith

Bryan Smith

Co-founder/CEO

REALTYWEALTH.COM

Bryan Smith is Co-Founder and CEO at RealtyWealth.com. RealtyWealth is the first Real Estate Crowdfunding portal to

View More

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

Adam Hooper

Adam Hooper

Chief Executive Officer

REALCROWD

In the commercial real estate industry since 2003, Adam Hooper has founded three national platforms for brokerage,

View More

Brew Johnson

Brew Johnson

Co-founder & CEO

PEERSTREET

Brew is the visionary leader behind PeerStreet. His experience in technology platforms, real estate and law culminated

View More

Brett Crosby

Brett Crosby

Co-founder & Chief Operating Officer

PEERSTREET

As Co-founder and Chief Operating Officer of PeerStreet, Brett crafts the company's strategy, product and messaging.

View More

Rich Rodman

Rich Rodman

Co-founder & CEO

CROWDENTIALS

Rich Rodman is the co-founder and CEO of Crowdentials, a provider of regulatory compliance tools for equity

View More

Darren Powderly

Darren Powderly

Co-Founder, Vice President, Real Estate

CrowdStreet      

Darren has transacted hundreds of millions of dollars’ worth of commercial real estate investments and software

View More

Jonathan Stern

Jonathan Stern

Managing Director

MERIDIAN CAPITAL GROUP

Mr. Stern is currently a Managing Director at Meridian Capital Group, responsible for the firm’s marketing and

View More

Jeff Weber

Jeff Weber

Managing Director

OFFERBOARD SECURITIES

Jeff is a 35-yr veteran of the commercial real estate industry who transitioned from real estate investment &

View More

Joey Jelinek

Joey Jelinek

CEO

GROUNDBREAKER

GroundBreaker provides fundraising and investor management technology to the real estate industry and helps clients

View More

Jeff Armant

Jeff Armant

Director, Business Development

WEALTHFORGE

A seasoned executive with over 20 years of experience delivering revenue through strategy, innovation, business

View More

Heath Binder

Heath Binder

VP, Investor Relations

REALTYMOGUL.COM

Heath is the VP of Investor Relations at Realty Mogul, focused on working with both high net worth and institutional

View More

Ryan Smith

Ryan Smith

Founder & President

DIRECTVEST/RCS CAPITAL

Ryan G. Smith started and sold his first company before college graduation and his second firm, Trupoly, an investor

View More

Varun Pathria

Varun Pathria

Chief Investment Officer

ASSETAVENUE

Varun Pathria is Chief Investment Officer for AssetAvenue, the leading online lending platform for commercial real

View More

DJ Paul

DJ Paul

Principal

DJP&CO.

D.J. Paul is the founder of DJP&Co., a financial services consulting firm specializing in investment crowdfunding

View More

Rishi Thakkar

Rishi Thakkar

Vice President, Real Estate

ASSETAVENUE

Rishi is a Vice President of Real Estate at AssetAvenue, the leading online lending platform. Rishi's daily

View More

JoJo Zou

JoJo Zou

President

REALTYXE

Ms. Zou is President of RealtyXE, a Crowd Funding Real Estate company. Ms. Zou is a graduate from Columbia University,

View More

Tim Snodgrass

Tim Snodgrass

President

AXXCESS CAPITAL

Timothy E. Snodgrass is a Founding Partner of Axxcess Capital, LLC, and its Affiliates, and a Principal at ARI

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

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