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Welcome to the schedule for Kickercon™ 2014 in Houston Texas from August 28-30. Go to www.kickercon.com for more information or to register.
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Thursday, August 28
 

7:45am

VIP Networking Breakfast
Limited Capacity seats available

Thursday August 28, 2014 7:45am - 8:30am
Grand Ballroom, VIP Room 1600 Lamar Street, Houston, Texas 77010

8:30am

Keynote Speaker
Speakers
KA

Kendall Almerico, J.D.

CEO & Founder, Fund Hub
www.linkedin.com/in/kendallalmerico | | Attorney, Crowdfunding Expert and JOBS Act Expert named in January 2014 as the 17th Most Influential Leader In The Crowdfunding Industry by VentureBeat (http://venturebeat.com/2014/01/22/top-30-crowdfunding-thought-leaders/). Helping bring the American Dream back to the people and to small businesses by making crowdfunding accessible to everyone. Interviewed internationally in the press, new media, radio... Read More →



Thursday August 28, 2014 8:30am - 9:00am
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

9:00am

Keynote Speaker Presentation on Building Powerful Connections
Mark E. Sackett will be speaking on building powerful connections why we connect and his concept of 'Networking' called "The Art of Active Networking". He'll also address collaboration vs competition, the do's and don'ts of connecting and something he calls "Rubber-band Syndrome". Before the conference you can follow Mark on Twitter at @MarkESackett and @ACTIVENETWORKIN and connect with him on sites like LinkedIn, Facebook, Google+ and sites you prefer at http://www.MarkESackett.com Be Well, Be Creative, Be Great!

Speakers
avatar for Mark E. Sackett

Mark E. Sackett

President, CEO, COO, The Idea Stone / TheArtofActiveNetworking.com
Sustainable relationships and how creative collaboration cannot happen without them Mark E. Sackett has no plans to sit still anytime soon. He owns 13 related creative businesses, lives between San Francisco, Los Angeles and New York, and thrives on being inventive daily as he works in Entertainment, Media, Branding, Advertising, Print, Packaging, Identity, Graphic Design, Interactive/On-Line and Website Design, Film Production, Music... Read More →



Thursday August 28, 2014 9:00am - 9:30am
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

9:40am

Real Estate Lending
Why would someone crowd fund real estate?

Speakers
BD

Brian Dally

Co-Founder & CEO, GROUNDFLOOR
Specialist in new concept formation, positioning, launch and growth. Orchestrator of the serendipity teams need to identify and maximize slope of their growth curve. I believe startup growth doesn’t happen by accident, cannot be formulaically planned, but must be earned through painstaking cycles of creative learning. | | After taking a brief break between startups to get involved in the thriving NC Triangle startup ecosystem, I co-founded... Read More →


Thursday August 28, 2014 9:40am - 10:00am
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

9:40am

InventIt2Day™
Thursday August 28, 2014 9:40am - 5:00pm
Grand Ballroom, Breakout Room 1600 Lamar Street, Houston, Texas 77010

10:00am

Networking Break
Thursday August 28, 2014 10:00am - 10:20am
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

10:20am

Jobs Act for Regulation A+
Why is regulation A+ important to the Jobs Act?

Moderators
KA

Kendall Almerico, J.D.

CEO & Founder, Fund Hub
www.linkedin.com/in/kendallalmerico | | Attorney, Crowdfunding Expert and JOBS Act Expert named in January 2014 as the 17th Most Influential Leader In The Crowdfunding Industry by VentureBeat (http://venturebeat.com/2014/01/22/top-30-crowdfunding-thought-leaders/). Helping bring the American Dream back to the people and to small businesses by making crowdfunding accessible to everyone. Interviewed internationally in the press, new media, radio... Read More →

Speakers
BD

Brian Dally

Co-Founder & CEO, GROUNDFLOOR
Specialist in new concept formation, positioning, launch and growth. Orchestrator of the serendipity teams need to identify and maximize slope of their growth curve. I believe startup growth doesn’t happen by accident, cannot be formulaically planned, but must be earned through painstaking cycles of creative learning. | | After taking a brief break between startups to get involved in the thriving NC Triangle startup ecosystem, I co-founded... Read More →
CN

Cynthia Nevels

Managing Director, Integrality, LLC
Cynthia Nevels, also known as “The Go-To-Lady”, has helped public and private organizations overcome insurmountable management, marketing, technology and operational obstacles. For 14 years, Cynthia has served as Senior Partner with Integrality LLC, a business management and marketing consulting firm serving clients in major markets around the globe. She is the Founder of Think.Crowd.Fund! and creator of SafeCrowd©, a new equity... Read More →
avatar for Gregory Parker

Gregory Parker

Co-owner & CEO, Indie Crowd Funder, LLC
Gregory Parker has worked as a public policy analyst, director of software development and most recently an elected and appointed government official. Gregory, a graduate of Columbia Southern and Walden Universities, holds a Bachelors Degree in Business Administration, a Master's of Public Administration; and has completed open courseware from Massachusetts Institute of Technology (MIT) in Economics. He has more than 17+ years of management... Read More →
JS

Jillian Sidoti

Partner, Trowbridge, Taylor & Sidoti, LLP
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... Read More →


Thursday August 28, 2014 10:20am - 11:00am
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

11:00am

Self-Directing IRAs or 401Ks Into Private Investments
What are self-directed IRAs and how can they be used in crowd funding?

Moderators
CJ

C. Jeff Beall

Managing Director, IRACheckbook
Serial Entreprenuer, with a penchant for Growth, and Drive for Innovation. | | Traveling Expert Lecturer, Speaking Nationally on Self-Directed Retirement Investing. Available for engagements. | | "Millions in Liberated Capital for Self-Directed Investment" | | | "Helping Lenders Make Better Loans" | | Specialties: Self-Directed Retirement Investing, Business Development, Acquisitions, Marketing and Management. | Financial Statement Analysis... Read More →

Speakers
SD

Stefano D'Aniello

Wealth Forge
Stefano is a securities and corporate lawyer and a recognized thought leader in the post-JOBS Act fundraising and investing landscape. An entrepreneur-at-heart, Stefano leads WealthForge's sales, marketing, and business development efforts in the NYC/Tri-State area. Prior to joining WealthForge, Stefano was the the co-founder of GroundBreaker, where he helped develop cutting-edge real estate fundraising software and bring it to market. Stefano... Read More →


Thursday August 28, 2014 11:00am - 11:40am
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

11:20am

Lunch
Thursday August 28, 2014 11:20am - 1:00pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

11:20am

VIP Networking Lunch
Limited Capacity seats available

Thursday August 28, 2014 11:20am - 1:00pm
Grand Ballroom, VIP Room 1600 Lamar Street, Houston, Texas 77010

1:00pm

Debt vs. Equity Crowd Funding
What Are the Differences, Pros and Cons for a Real Estate Operator Seeking Financing?

Moderators
JS

Joy Schoffler

Principal, CF 50
Joy Schoffler is the Principal of financial services public relations firm Leverage PR and an active member within the crowdfunding industry. In addition to sitting on the board of the CF50, a global think tank for the emerging crowdfunding industry, Joy sits on the board of the two leading crowdfunding professional associations, the Crowdfunding Professional Association (CFPA) and the Crowdfunding Intermediary Regulatory Advocates (CFIRA). She... Read More →

Speakers
BB

Brandon Bertrand

Founder/Owner, Launch Culture
Launch Culture was created with a simple goal in mind. We want to create a home for like-minded people to come together, share ideas, as well as learn and create new and better products and businesses. We want to build an active and passionate community that drives each other to success | | Whether you are a small start-up, have a crowdfunding project, or just love seeing what other people are creating, this is the place for you... Read More →
SD

Stefano D'Aniello

Wealth Forge
Stefano is a securities and corporate lawyer and a recognized thought leader in the post-JOBS Act fundraising and investing landscape. An entrepreneur-at-heart, Stefano leads WealthForge's sales, marketing, and business development efforts in the NYC/Tri-State area. Prior to joining WealthForge, Stefano was the the co-founder of GroundBreaker, where he helped develop cutting-edge real estate fundraising software and bring it to market. Stefano... Read More →
avatar for Gregory Parker

Gregory Parker

Co-owner & CEO, Indie Crowd Funder, LLC
Gregory Parker has worked as a public policy analyst, director of software development and most recently an elected and appointed government official. Gregory, a graduate of Columbia Southern and Walden Universities, holds a Bachelors Degree in Business Administration, a Master's of Public Administration; and has completed open courseware from Massachusetts Institute of Technology (MIT) in Economics. He has more than 17+ years of management... Read More →


Thursday August 28, 2014 1:00pm - 2:00pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

2:30pm

Advanced Equity Crowdfunding
An advanced discussion on equity crowdfunding topics such as: Due diligence, SEC reporting and future legislation.

Moderators
avatar for Gregory Parker

Gregory Parker

Co-owner & CEO, Indie Crowd Funder, LLC
Gregory Parker has worked as a public policy analyst, director of software development and most recently an elected and appointed government official. Gregory, a graduate of Columbia Southern and Walden Universities, holds a Bachelors Degree in Business Administration, a Master's of Public Administration; and has completed open courseware from Massachusetts Institute of Technology (MIT) in Economics. He has more than 17+ years of management... Read More →

Speakers
MM

Matthew Moss

CEO, Vestor
Matthew Moss is the CO-Founder and CEO of Vestor, a Cleveland based real estate crowdfunding platform. Matt moved to Cleveland in 2008, and since then has worked on completing his education while playing a role in the Mid-West’s developing future. Prior to founding Vestor, Matt worked as a loan officer and project assistant underwriting real estate development projects and small business loans and at the City of Cleveland. While working... Read More →
CT

Chris Tyrell

CEO, OfferBoard.com


Thursday August 28, 2014 2:30pm - 3:00pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

3:00pm

Networking Break
Thursday August 28, 2014 3:00pm - 3:30pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

3:30pm

Crowdfinancing Online Offerings
IPOs for the Real Estate Corporation 1- The coming Regulation A+ (second tier) and how it will impact small companies (may be implemented by the SEC by conference time) 2- Regulation 506C and how companies are reaching out to Accredited investors 3- The CrowdFinanced IPO and its actual advantages over an underwritten offering 4- How online equity offerings are successfully marketed 5- Requirements and methodologies for transacting online stock sales with the crowd 5- What the future looks like for corporate finance due to the disruption happening now on the Internet

Moderators
GM

Gene Massey

Chairman/CEO, MediaShares & CinemaShares.com
Gene Massey is the CEO of MediaShares and its subsidiary, QwikShares, companies offering innovative CrowdFinance & Crowdfunding solutions for marketing and transacting online stock sales. MediaShares licenses its U.S. Patented methodology, system, and software to FINRA Brokers and their companies for CrowdFinancing Direct Public Offerings. MediaShares' methodology helps companies with online fans, customers, and affinity groups raise capital... Read More →

Speakers
ME

Mark Elenowitz

CEO, BANQ TriPoint Global Equities
Mark H. Elenowitz, CEO and Founder of BANQ (www.banq.co), a newly launched division of TriPoint Global Equities, LLC, a FINRA member firm boutique investment bank that provides U.S. and non-U.S. companies of up to $500 million in revenue with capital raising, corporate finance advisory services and assistance with navigating the regulatory environment for companies listing on U.S. markets. BANQ is an electronic investment banking platform that... Read More →
DJ

David Jaffin

Chief Operating Officer & Chief Financial Officer, Poliwogg
Mr. Jaffin has extensive experience both in public and private companies, fund management, and in private equity investing. From its founding in 2005 until its sale in 2010, he was Chief Operating Officer of XShares Advisors LLC. He was the first partner to join XShares after its founding and helped raise the start-up capital and the first institutional round of financing. He was responsible for the company’s and its fund operations... Read More →
BL

Bryon Lyons

CEO, SDDCO Brokerage Advisors LLC
Mr. Lyons serves as a Compliance and Operations Consultant for the SDDCO Group. He provides BD and IA Start-Up and retainer-based services to Broker Dealers, Investment Advisers, and Hedge Funds. He guides firms through broker dealer Form NMA processes, IA Registrations, and wrote and helped implement the written and operational procedures of broker dealers and investment advisors. The USA Patriot Act of 2001 established the mandate to test... Read More →
BM

Blaine McLaughlin

Financial Services Executive, Folio Investing
Extensive experience and success in customer acquisition and customer management for credit cards, consumer deposits, and online investing - leveraging roles in strategy, analysis, finance, planning, sales, alliances, marketing, implementation, process redesign, and team management. Currently growing the Folio Private Security Platform to support a better way for issuers to access capital and investors to invest in the private security asset... Read More →
LT

Louis Taubman

Securities Attorney, Partner in the New York office of Hunter Taubman Weiss
Mr. Taubman’s practice concentrates on securities law, corporate finance and corporate governance. Mr. Taubman represents issuers, broker dealers and investors in connection with “going public” transactions, private and public finance. Mr. Taubman provides counsel to issuers and institutional investors with regard to the set up and implementation of public company structures for both domestic and foreign-based issuers. Mr. Taubman has... Read More →


Thursday August 28, 2014 3:30pm - 5:00pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

5:00pm

Texas Intrastate Laws
Moderators
CN

Cynthia Nevels

Managing Director, Integrality, LLC
Cynthia Nevels, also known as “The Go-To-Lady”, has helped public and private organizations overcome insurmountable management, marketing, technology and operational obstacles. For 14 years, Cynthia has served as Senior Partner with Integrality LLC, a business management and marketing consulting firm serving clients in major markets around the globe. She is the Founder of Think.Crowd.Fund! and creator of SafeCrowd©, a new equity... Read More →

Speakers
avatar for Gregory Parker

Gregory Parker

Co-owner & CEO, Indie Crowd Funder, LLC
Gregory Parker has worked as a public policy analyst, director of software development and most recently an elected and appointed government official. Gregory, a graduate of Columbia Southern and Walden Universities, holds a Bachelors Degree in Business Administration, a Master's of Public Administration; and has completed open courseware from Massachusetts Institute of Technology (MIT) in Economics. He has more than 17+ years of management... Read More →
NR

Nathan Roach

President, CapitalReady Crowdfunding
I help new and growing businesses build and protect their company, its brand, and its assets. I have co-founded startup companies and wrote code as an early employee at Rackspace, a major cloud computing leader. Based on these experiences, I enjoy helping others build their own companies and accelerate their growth. If you are a co-founder or leader at one of these companies, we should talk about how effective legal representation doesn't... Read More →


Thursday August 28, 2014 5:00pm - 5:40pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

7:00pm

Title III & Networking Event
Limited Capacity seats available

Moderators
EG

Ellenoff Grossman & Schole LLP

Sponsor, Ellenoff Grossman & Schole LLP

Speakers
avatar for Ron Miller

Ron Miller

CEO, StartEngine Crowdfunding, Inc.
Ronald D. Miller is an entrepreneur’s entrepreneur having visualized, founded built and sold five companies through management buyouts, private equity firms, private investors and public markets. | | Currently, Ron is a partner in StartEngine, LA's largest tech accelerator. He is helping to find, screen and fund new technology related start-ups and build an equity crowdfunding platform company. As the CEO of StartEngine Crowdfunding... Read More →


Thursday August 28, 2014 7:00pm - 9:00pm
Hilton Skyroom, Floor 24 1600 Lamar Street, Houston, Texas 77010

9:30pm

Open Networking
Thursday August 28, 2014 9:30pm - 11:30pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010
 
Friday, August 29
 

7:45am

VIP Networking Breakfast
Limited Capacity seats available

Friday August 29, 2014 7:45am - 8:30am
Grand Ballroom, VIP Room 1600 Lamar Street, Houston, Texas 77010

8:00am

Keynote Speaker
Speakers
AJ

Audrey Jacobs

Vice President, Our Crowd
Audrey Jacobs is passionate about raising capital for start-ups and growing the entrepreneurial eco-system in Israel and other cities around the world. As a U.S. based marketing veteran of 25 years with top global firms, she has built businesses and brands for a wide range of clients in financial services, med-tech, high tech, life sciences and non profits. Today Audrey leverages her passions as the Vice President of OurCrowd Americas... Read More →


Friday August 29, 2014 8:00am - 9:00am
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

8:30am

Keynote Speaker - CrowdFunding Lean Start-Ups
Michael JP Fitzgerald is speaking on: Analyzing your personal situation; Determining what you have; and Deciding how you should use it – all before starting your CrowdFunding campaign. There is an in depth discussion on the business side of CrowdFunding and how to structure your operations for optimal CASH FLOWS. Remember, it is about being in business, rather than playing at business. In advance of the conference you can connect with Michael at http://www.linkedin/in/2BCrowdFunded.com/ and connect with him on sites like Twitter, Google+, Facebook or other sites you prefer to communicate with him at http://www.MichaelJPFitzgerald.com

Media
MJ

Michael JP Fitzgerald, CPA/PFS, CFP, MsTAX, CCFP

Business Solutions Author, Editor-In-Chief of 2BCrowdFunded Digital Magazine
Business Solutions Author, Editor-In-Chief of 2BCrowdFunded Digital Magazine | Houston, Texas Area | http://www.michaeljpfitzgerald.com/ | | Michael JP Fitzgerald, CPA/PFS, CFP(R), MsTAX, Certified Crowd Funding Professional (CCFP). | | Crowd Funders and business owners, especially, CPA’s, Financial Advisors and Business Owners, who are always looking for ways to get access to more CASH for their businesses, can now do so... Read More →


Friday August 29, 2014 8:30am - 9:00am
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

9:00am

IndieGoGo™ on Campaign Development
Speakers
AH

Amanda Hat

Director of Growth Innovation, Indiegogo


Friday August 29, 2014 9:00am - 9:30am
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

9:00am

Keynote Speaker
Devin Thorpe will cut through the hype to tell you exactly how investment crowdfunding is already changing the world for the better. He will explain the challenges in the JOBS Act and explain how you will be able to take full advantage of crowdfunding. Finally, he will explain how adding a social mission to your profit mission could make your launch even more successful.

Moderators
avatar for Devin Thorpe

Devin Thorpe

Champion of Social Good, Your Mark On The World Center
Devin Thorpe, founder of the Your Mark on the World Center, calls himself a champion of social good. He writes about, advocates for and advises those who are doing good. He travels extensively to share his message as a keynote speaker, emcee and trainer. As a Forbes Contributor he covers social entrepreneurship and impact investing. His books on personal finance and crowdfunding draw on his entrepreneurial finance experience as an investment... Read More →


Friday August 29, 2014 9:00am - 9:40am
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

9:30am

Perfecting Your Pitch Through Storytelling Techniques
No, this isn't a literature lesson. But words do matter, and the words around which you frame your crowdfunding campaign require your attention. The Internet offers an opportunity of global proportions to be heard by people who want to listen. If your story is highly shareable, you're golden. Learn to gain control over your narrative through storytelling concepts that have been around for millennia and retrofitted for the 21st century crowd.

Speakers
avatar for Rose Spinelli

Rose Spinelli

Founder, The Crowdfundamentals
Rose Spinelli is the founder of The Crowdfundamentals, a consultancy, blogging, and educational site. She quickly established herself as an authoritative voice in the crowdfunding space advising crowdfunders in all stages of campaign launches. She has written hundreds of articles on the rewards-based crowdfunding industry from breaking news to analysis to best practice and has logged hundreds of hours in consultations, mentoring, and hands-on... Read More →


Friday August 29, 2014 9:30am - 10:00am
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

9:40am

Crowdfunding - Great Idea But Does it Work for Real Estate
Michael JP Fitzgerald is moderating this informative discussion on “Does CrowdFunding Work for Real Estate? Another way to put this: “Is real estate funding really possible with CrowdFunding?” Knowledgeable panelist discuss the merits and pitfalls of trying to raise capital for real estate through the Crowd. They are discussing many of the different funding platforms available and some little known alternatives that very few investors are aware of. In advance of the conference, you can connect with Michael at http://www.linkedin/in/2BCrowdFunded.com/ or reach him on sites like Twitter, Google+, Facebook and other sites you prefer to communicate with him at http://www.MichaelJPFitzgerald.com

Moderators
MJ

Michael JP Fitzgerald, CPA/PFS, CFP, MsTAX, CCFP

Business Solutions Author, Editor-In-Chief of 2BCrowdFunded Digital Magazine
Business Solutions Author, Editor-In-Chief of 2BCrowdFunded Digital Magazine | Houston, Texas Area | http://www.michaeljpfitzgerald.com/ | | Michael JP Fitzgerald, CPA/PFS, CFP(R), MsTAX, Certified Crowd Funding Professional (CCFP). | | Crowd Funders and business owners, especially, CPA’s, Financial Advisors and Business Owners, who are always looking for ways to get access to more CASH for their businesses, can now do so... Read More →

Speakers
NA

Nav Athwal

Founder, RealtyShares
JE

Joseph Elias

Co-Founder and COO, Loquidity
Joe is the co-founder and COO of Loquidity, possessing more than 13 years of executive operations experience with Fortune 50 companies and 15 years’ experience in real estate development in the Midwest. An accomplished operations manager, he has spent his career leading corporate transformation and achieving significant operational efficiencies by successfully integrating new technologies. His expertise in lean transformation and... Read More →
BS

Bryan Smith

CEO, RealtyWealth.com Investment Platform and Marketplace
www.linkedin.com/in/bryansmith8 | | Property professional with more than ten years experience at an executive management level including Chief Executive Officer of two Johannesburg Stock Exchange (JSE) listed real estate companies. | | Accomplished leader recognized for outstanding performance, exceeding goals and generating new revenue streams from existing properties, innovative thinking in conceptualizing and developing new real... Read More →


Friday August 29, 2014 9:40am - 10:00am
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

10:00am

Networking Break
Friday August 29, 2014 10:00am - 10:20am
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

10:00am

Networking Break
Friday August 29, 2014 10:00am - 10:20am
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

10:20am

Business Structure Training
Moderators
KA

Kendall Almerico, J.D.

CEO & Founder, Fund Hub
www.linkedin.com/in/kendallalmerico | | Attorney, Crowdfunding Expert and JOBS Act Expert named in January 2014 as the 17th Most Influential Leader In The Crowdfunding Industry by VentureBeat (http://venturebeat.com/2014/01/22/top-30-crowdfunding-thought-leaders/). Helping bring the American Dream back to the people and to small businesses by making crowdfunding accessible to everyone. Interviewed internationally in the press, new media, radio... Read More →

Speakers
SB

Scott Burton

Consultant, Finance and Business Development, Scott Burton
I help companies get a clear view of the current state of their business then tell their story for growth in numbers which departmental managers, investors, and bankers can understand. The result is a road map for success that is both actionable and measurable, and an effective tool for managing growth. In biz speak, I am a corporate finance professional skilled at growing businesses by analyzing, modeling and optimizing financial performance... Read More →
BD

Brian Dally

Co-Founder & CEO, GROUNDFLOOR
Specialist in new concept formation, positioning, launch and growth. Orchestrator of the serendipity teams need to identify and maximize slope of their growth curve. I believe startup growth doesn’t happen by accident, cannot be formulaically planned, but must be earned through painstaking cycles of creative learning. | | After taking a brief break between startups to get involved in the thriving NC Triangle startup ecosystem, I co-founded... Read More →
HM

Hall Martin

Host, AngelConnect Program
I help entrepreneurs raise funding.$106M+ raised for entrepreneurs through the TEN Funding Forums1000+ pitches in the First Look Forum & Funding Forums7X return for Austin angel network$10M+ raised through Accelerators$5M+ invested through the university angel network10+ year blogger on emerging technologies, angel investing, and business growth250 investors educated through Non-profit on startup fundingGrew business unit from $100K to $50M... Read More →
PW

Presley Werlein

Partner, Werlein Harris


Friday August 29, 2014 10:20am - 10:40am
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

10:20am

Why Net Lease Properties Make Compelling Investments
Moderators
avatar for Sam Vogel

Sam Vogel

Co-Founder / Director, RealtyWealth.com / BlackStar Property Inc.
www.linkedin.com/in/samvogel Global Investments: Commercial Realty Crowdfunding – www.Emition.com / RealtyWealth.com | | Sam Vogel is Co-Founder and Director of Blackstar Property Inc. - developers of www.RealtyWealth.com - an online investment platform and marketplace for the Commercial Real Estate and Net Lease industry that uses digital technology to make investing in the US simple and more affordable. | | The RealtyWealth Fund... Read More →

Speakers
MB

Matt Berry

Associate Director, HFF
Mr. Berry is an Associate Director in the Houston office of HFF with more than five years of experience in commercial real estate finance and property sales. Mr. Berry specializes in the capitalization of retail investment real estate located throughout the Southwest United States. During the course of his career, Mr. Berry has been involved in more than $1.0 billion of real estate asset sales for major... Read More →
PG

Pam Goodwin

CEO, Goodwin Commercial
Pam Goodwin is the founder of Goodwin Commercial based in Dallas, TX, a boutique commercial real estate and consulting firm specializing in developing retail and restaurant pad sites. With more than two decades of experience in project management, leasing, property development, due diligence, entitlement and tenant representation. | | Prior to starting her own firm, she has worked for several large shopping center developers including... Read More →
BM

Bob Moorhead

EXP Realty Advisors
The team at EXP Realty Advisors has over 25+ years combined experience running Kimco Exchange Place and they closed over $1.5 billion in sale transactions. Our area of expertise includes the sale of single-tenant retail investment property nationally. Kimco Exchange Place was the brokerage division of Kimco Realty Corporation (NYSE: KIM), North America’s largest owner of neighborhood and community shopping centers. BOB MOORHEAD – EXP... Read More →
RW

Ryan West

Managing Director, HFF
Mr. West is a Managing Director in the Houston office of HFF and is responsible for the disposition of institutional and entrepreneurial-owned retail assets throughout the southwestern United States. He has 15 years of experience in retail commercial real estate and has the unique ability to thoroughly analyze and transact investment properties ranging from single tenant net-leased assets to institutional quality grocery, power and lifestyle... Read More →


Friday August 29, 2014 10:20am - 11:00am
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

10:40am

Public Relations Training
Whatever you’re industry and whatever your business goals, you should have a strategic public relations plan in place, to ensure that your digital presence, your speaking engagements and your media activity are all representing your brand well. Crowdfunding consultants and professionals will discuss how entrepreneurs can get the word out about their crowdfunding efforts. Social media and other online platforms have definitely helped to grow the industry, but learning insider tips on how to truly work with reporters, share company updates and connect with followers can grow your business even more.

Moderators
JS

Joy Schoffler

Principal, CF 50
Joy Schoffler is the Principal of financial services public relations firm Leverage PR and an active member within the crowdfunding industry. In addition to sitting on the board of the CF50, a global think tank for the emerging crowdfunding industry, Joy sits on the board of the two leading crowdfunding professional associations, the Crowdfunding Professional Association (CFPA) and the Crowdfunding Intermediary Regulatory Advocates (CFIRA). She... Read More →

Speakers
CG

Conley Giles

Founder, InventIt2Day™
avatar for Roy Morejon

Roy Morejon

President, Command Partners
Internet Marketing Consultant and Internet business operations with over 15 years experience in delivering marketing services for clients ranging from Fortune 500 companies, Government Agencies, Software, Agricultural, and B2C industries. Experienced in managing thousands of websites utilizing Search Engine Optimization. | | Business Social Media Services | Internet Marketing Campaigns | Blogging / Website Development | Social Media Training... Read More →
avatar for Rose Spinelli

Rose Spinelli

Founder, The Crowdfundamentals
Rose Spinelli is the founder of The Crowdfundamentals, a consultancy, blogging, and educational site. She quickly established herself as an authoritative voice in the crowdfunding space advising crowdfunders in all stages of campaign launches. She has written hundreds of articles on the rewards-based crowdfunding industry from breaking news to analysis to best practice and has logged hundreds of hours in consultations, mentoring, and hands-on... Read More →


Friday August 29, 2014 10:40am - 11:10am
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

11:00am

Real Estate Crowdfund National and International Trends
Moderators
AD

Andrea Downs

CEO, Coastal Shows
Andrea Downs is the Founder and CEO of Coastalshows.com, Coastal Communications, Inc. Coastalshows is the leading Tradeshow, Conference, and Summit media resource for the Crowdfunding industry. Andrea leads event programs and prepares the speakers, programs and agendas for all Coastalshows events. Coastalshows.com produces the Crowdfunding Global Expo (CFGE) and numerous Summits including the CFGE Real Estate Summit, Banking... Read More →

Speakers
BH

Bryan Hancock

Inner 10 Capital
As managing partner, Bryan Hancock leads the strategic vision behind Inner 10 Capital’s real estate investments. With over 11 years of industry experience, Bryan is passionate about real estate and has led acquisition and investment efforts working closely with leading firms in Austin and California. Bryan is concurrently serving as the acquisitions director for Bullseye Capital Real Property Opportunity Fund, LLC, a distressed asset... Read More →
MM

Michael Markowski

Owner, Global Financial News Network
A visionary analyst and investor who has been involved in the capital markets since he joined Merrill Lynch in 1977. During his brokerage firm career he worked for a number of firms including Oppenheimer and Donaldson, Lufkin & Jenrette. Subsequent to leaving Wall Street in 1992, he founded GFNN, Inc., (Global Financial News Network), StockDiagnostics.com, Inc., and the OnlineFinancialSector.com. He is a former columnist for... Read More →


Friday August 29, 2014 11:00am - 11:40am
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

11:10am

Social Media & Marketing Training
Moderators
MF

Mark Fidelman

CEO, Raynforest
www.linkedin.com/in/fidelmanNamed a 2013 Huffington Post Top 50 Most Social CEO http://t.co/nvxwZd2RIeMark applies both his Fortune 500 and start-up expertise in revenue generation, marketing and business strategy to produce the highest possible ROI at the lowest cost basis. Mark is a recognized expert in creating sales and marketing machines leveraging his experience with Freemium and Open Source business models. He has worked in the... Read More →
SJ

Stephanie Jelley

Co-Founder and CMO of Crowdera, Umojawa
www.linkedin.com/in/stephaniejelley | | Crowdera, Inc. is  a civic-crowdfunding platform that supports educational and non-profit organizations serving individuals and communities.   Crowdera helps schools and non-profits build meaningful engagement, spread their messages, and expand their donor base to increase their overall funding and impact. Crowdera complements organizations’ existing fundraising and... Read More →

Speakers
avatar for Roy Morejon

Roy Morejon

President, Command Partners
Internet Marketing Consultant and Internet business operations with over 15 years experience in delivering marketing services for clients ranging from Fortune 500 companies, Government Agencies, Software, Agricultural, and B2C industries. Experienced in managing thousands of websites utilizing Search Engine Optimization. | | Business Social Media Services | Internet Marketing Campaigns | Blogging / Website Development | Social Media Training... Read More →
RM

Ronjini Mukhopadhyay

Principle, The Silver Telegram
Ronjini Joshua is the owner of The Silver Telegram, a communications agency based in Los Angeles. Her agency specializes in startup PR and crowdfunding campaigns in lifestyle, consumer technology and health/fitness industries. The Silver Telegram has been working on crowdfunding campaigns since 2012, successfully raising more than $2 million in capital for young startup companies around the world.


Friday August 29, 2014 11:10am - 12:10pm
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

11:40am

VIP Networking Lunch (Real Estate)
Limited Capacity seats available

Friday August 29, 2014 11:40am - 1:00pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

12:10pm

Lunch
Friday August 29, 2014 12:10pm - 1:20pm
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

1:00pm

Crowdfunding for Muslims & Other Minorities: Unprecedented Opportunities
Speakers
NR

Naeem Randhawa

Member, Entrepreneurs' Organization
Naeem is a technology innovator and the founder of HalalSky, and is an industry recognized IT leader and expert. Naeem has over 14 years of Big 5 consulting experience, leading enterprise global solutions in social, web, mobile and gamification with Fortune 1000 clients, including Dell, VMware, State of TX, Boeing, FedEx, United Airlines, Walmart and others. | | He is also a national speaker on Big Data, Marketing and Sharia Crowdfunding... Read More →


Friday August 29, 2014 1:00pm - 1:30pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

1:00pm

Branding and Media Workshop
Limited Capacity seats available

Speakers
AC

Anthony Carrano

President, Z Factor Group
Results-driven professional with years of progressive experience leading people, implementing strategies, and optimizing systems, specifically in the areas of: brand development, marketing strategy, and online presence design for startups, non-profits, schools, and small businesses. Although very skilled in developing lean go-to-market strategies, systems that earn trusted advisor status, and message development, I am passionate about helping... Read More →


Friday August 29, 2014 1:00pm - 3:00pm
Grand Ballroom, Breakout Room 1600 Lamar Street, Houston, Texas 77010

1:10pm

Intellectual Property Law
Speakers
KA

Kendall Almerico, J.D.

CEO & Founder, Fund Hub
www.linkedin.com/in/kendallalmerico | | Attorney, Crowdfunding Expert and JOBS Act Expert named in January 2014 as the 17th Most Influential Leader In The Crowdfunding Industry by VentureBeat (http://venturebeat.com/2014/01/22/top-30-crowdfunding-thought-leaders/). Helping bring the American Dream back to the people and to small businesses by making crowdfunding accessible to everyone. Interviewed internationally in the press, new media, radio... Read More →


Friday August 29, 2014 1:10pm - 1:40pm
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

1:30pm

How to Crowdfund your Realty Investments
Michael JP Fitzgerald is moderating this informative discussion on: “How to CrowdFund Realty Investments”. Now that you have decided to move forward on CrowdFunding your real estate project, discover some of the best options available to you. Discover the common issues that come up when trying to CrowdFund a realty investment in today's market. This informative discussion addresses where you can go to get your needed resources before you launch your real estate venture into the Crowd. In advance of the conference, you can connect with Michael at http://www.linkedin/in/2BCrowdFunded.com/ or reach him on sites like Twitter, Google+, Facebook and other sites you prefer to communicate with him at http://www.MichaelJPFitzgerald.com

Moderators
MJ

Michael JP Fitzgerald, CPA/PFS, CFP, MsTAX, CCFP

Business Solutions Author, Editor-In-Chief of 2BCrowdFunded Digital Magazine
Business Solutions Author, Editor-In-Chief of 2BCrowdFunded Digital Magazine | Houston, Texas Area | http://www.michaeljpfitzgerald.com/ | | Michael JP Fitzgerald, CPA/PFS, CFP(R), MsTAX, Certified Crowd Funding Professional (CCFP). | | Crowd Funders and business owners, especially, CPA’s, Financial Advisors and Business Owners, who are always looking for ways to get access to more CASH for their businesses, can now do so... Read More →

Speakers
BH

Bryan Hancock

Inner 10 Capital
As managing partner, Bryan Hancock leads the strategic vision behind Inner 10 Capital’s real estate investments. With over 11 years of industry experience, Bryan is passionate about real estate and has led acquisition and investment efforts working closely with leading firms in Austin and California. Bryan is concurrently serving as the acquisitions director for Bullseye Capital Real Property Opportunity Fund, LLC, a distressed asset... Read More →
MM

Michael Markowski

Owner, Global Financial News Network
A visionary analyst and investor who has been involved in the capital markets since he joined Merrill Lynch in 1977. During his brokerage firm career he worked for a number of firms including Oppenheimer and Donaldson, Lufkin & Jenrette. Subsequent to leaving Wall Street in 1992, he founded GFNN, Inc., (Global Financial News Network), StockDiagnostics.com, Inc., and the OnlineFinancialSector.com. He is a former columnist for... Read More →
MS

Manfred Sternberg

General Counsel, Manfred Sternberg & Assoc. P.C.
Attorney and author Manfred Sternberg has a long history as a successful business entrepreneur. He has been practicing law in Houston, Texas for almost 30 years maintaining an active civil law practice focusing on commercial litigation and corporate counsel. Manfred has been Board Certified in Consumer and Commercial Law by the Texas Board of Legal Specialization since 1993. He has founded, owned and operated a variety of commercial... Read More →


Friday August 29, 2014 1:30pm - 2:10pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

1:40pm

US Tax Law
Speakers
PW

Presley Werlein

Partner, Werlein Harris



Friday August 29, 2014 1:40pm - 2:00pm
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

2:00pm

Equity vs. Reward Crowd Funding
Moderators
HM

Hall Martin

Host, AngelConnect Program
I help entrepreneurs raise funding.$106M+ raised for entrepreneurs through the TEN Funding Forums1000+ pitches in the First Look Forum & Funding Forums7X return for Austin angel network$10M+ raised through Accelerators$5M+ invested through the university angel network10+ year blogger on emerging technologies, angel investing, and business growth250 investors educated through Non-profit on startup fundingGrew business unit from $100K to $50M... Read More →

Speakers
JH

Josef Holm

Co-Founder, CEO, Tubestart, Inc
An innovative, global serial entrepreneur with a passion for disruptive ideas, unconventional thinking and a "screw it, let's do it" attitude. | | 17 years of start-up, business development, digital marketing, social web and affiliate marketing experience. | | Ranked as a top thought leader in the crowdfunding industry, Josef sits on the PR subcommittee of the Crowdfunding Professional Association (CFPA). He has also been a featured... Read More →
MM

Matthew Moss

CEO, Vestor
Matthew Moss is the CO-Founder and CEO of Vestor, a Cleveland based real estate crowdfunding platform. Matt moved to Cleveland in 2008, and since then has worked on completing his education while playing a role in the Mid-West’s developing future. Prior to founding Vestor, Matt worked as a loan officer and project assistant underwriting real estate development projects and small business loans and at the City of Cleveland. While working... Read More →
avatar for Mark E. Sackett

Mark E. Sackett

President, CEO, COO, The Idea Stone / TheArtofActiveNetworking.com
Sustainable relationships and how creative collaboration cannot happen without them Mark E. Sackett has no plans to sit still anytime soon. He owns 13 related creative businesses, lives between San Francisco, Los Angeles and New York, and thrives on being inventive daily as he works in Entertainment, Media, Branding, Advertising, Print, Packaging, Identity, Graphic Design, Interactive/On-Line and Website Design, Film Production, Music... Read More →


Friday August 29, 2014 2:00pm - 2:40pm
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

2:00pm

Legal Developments and Compliance in Crowdfunding - State vs Federal
Moderators
LW

Luemara Wagner

Private Practice
Luemara Wagner is an attorney, mediator and practitioner of collaborative law in Austin, Texas. Her practice focuses on family, immigration and international law. She is also vice president of the Enlightened Family Justice Institute, a non-profit organization seeking to evaluate and transform the way the justice system interacts with families during divorce. She holds a JD (with honors), LLM in International Law, and MBA from the University of... Read More →

Speakers
JN

J. Nixon Fox III

DuBois Bryant & Campbell LLP
Nick Fox has over 25 years of private practice experience representing clients primarily engaged in the technology, energy and life sciences industries. Nick holds a BV Distinguished Rating by Martindale-Hubbell, the premier rating service for lawyers based upon peer review, and has been recognized as one of the top corporate lawyers in Texas by Chambers USA: America’s Leading Lawyers for Business (2005-2012), Best Lawyers in America... Read More →
MS

Michelle Schulz

Corporate partner, Gardere
Michelle Schulz is a Corporate partner at Gardere Wynne Sewell LLP, where she is a founder and co-chair of the firm’s International Trade Practice. As a leading authority in the international trade and compliance arena, Michelle routinely represents a wide range of export and import clients in matters relating to compliance with U.S. and international regulations governing export of dual-use commodities, defense articles, software and... Read More →
JS

Jillian Sidoti

Partner, Trowbridge, Taylor & Sidoti, LLP
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... Read More →



Friday August 29, 2014 2:00pm - 3:00pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

2:45pm

Shark Tank™ + IndieGoGo™ Lessons Learned

Nathan will be discussing his experience running a successful crowdfunding campaign as well as his experience on Shark Tank.  When the company set off on the Indiegogo crowdfunding campaign they had a prototype and a videographer and in less than a year were sitting in front of Mark Cuban and crew on ABC’s Shark Tank pitching to investors in California.  There were many things done right and many done terribly wrong, Nathan will be having a frank discussion regarding the ups and downs of his lessons with the hope that insight will be gained pit falls avoided for others. 


Speakers
NJ

Nathan Jones

Founder & CEO, The Freeloader
www.linkedin.com/in/nathaniellhjones/ | | Nathan Jones, founder of The Freeloader, a child products company that has taken the market by storm through re-inventing the way short-term transportation within families is approached, has considerable history in multiple industries. From 2007-2009 he owned a restaurant/coffee shop in Austin, TX, was a part owner in a bottled water company out of California, a restaurant in Seattle, Washington, and a... Read More →


Friday August 29, 2014 2:45pm - 3:00pm
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

3:00pm

Networking Break
Friday August 29, 2014 3:00pm - 3:20pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

3:00pm

Break
Friday August 29, 2014 3:00pm - 3:30pm
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

3:20pm

Crowdfunding Case Study Panel
Moderators
avatar for Utz Baldwin

Utz Baldwin

CEO, Plum, Inc.
Utz is a senior executive with over 25 years of entrepreneurial and leadership experience in the consumer electronics industry. Having led operational and strategic projects, Utz has built a reputation as a visionary leader who knows how to “connect-the-dots” and build consensus to innovate.  His experience includes a thorough understanding of organizational decision-making and implementing strategic change while... Read More →

Speakers
RH

Richard Haberkern

CEO, Telespial Systems
www.linkedin.com/in/richardhaberkern | | I have had an eclectic yet exciting career. I got my start in the film/TV business as a camera technician and engineer with NFL Films. After a few short years and the help of Steve Sabol, I was given the opportunity to produce shows for the well known series "Inside the NFL" and other NFL television productions.  | | In 1998, I was offered the opportunity to move to Los Angeles and further my career... Read More →
avatar for Roy Morejon

Roy Morejon

President, Command Partners
Internet Marketing Consultant and Internet business operations with over 15 years experience in delivering marketing services for clients ranging from Fortune 500 companies, Government Agencies, Software, Agricultural, and B2C industries. Experienced in managing thousands of websites utilizing Search Engine Optimization. | | Business Social Media Services | Internet Marketing Campaigns | Blogging / Website Development | Social Media Training... Read More →
CS

Christian Smith

Founder, Phone Halo
www.linkedin.com/in/thechristiansmith | | Phone Halo publishes mobile software allowing you to manage your valuables belongings. My daily responsibilities include Sales and Operations.


Friday August 29, 2014 3:20pm - 4:00pm
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

3:20pm

General Solicitation Do's and Dont's
The ban has been lifted off of general solicitation, meaning companies can now market capital raises publicly. Who can advertise their offerings, though? How has this changed how investors hear about deals? Crowdfunding experts will gather to discuss the opportunities and challenges this has brought about, for entrepreneurs and investors alike, and what is next for general soliciting crowdfunding campaigns.

Moderators
RM

Ronjini Mukhopadhyay

Principle, The Silver Telegram
Ronjini Joshua is the owner of The Silver Telegram, a communications agency based in Los Angeles. Her agency specializes in startup PR and crowdfunding campaigns in lifestyle, consumer technology and health/fitness industries. The Silver Telegram has been working on crowdfunding campaigns since 2012, successfully raising more than $2 million in capital for young startup companies around the world.

Speakers
MM

Michael Markowski

Owner, Global Financial News Network
A visionary analyst and investor who has been involved in the capital markets since he joined Merrill Lynch in 1977. During his brokerage firm career he worked for a number of firms including Oppenheimer and Donaldson, Lufkin & Jenrette. Subsequent to leaving Wall Street in 1992, he founded GFNN, Inc., (Global Financial News Network), StockDiagnostics.com, Inc., and the OnlineFinancialSector.com. He is a former columnist for... Read More →
RR

Richard Rodman

CEO/ Co-Founder, Crowdentials
Rich Rodman is the co-founder and CEO of Crowdentials, a provider of regulatory compliance tools for equity crowdfunding and private placement platforms. The company offers a best-in-class investor accreditation software and is developing Title III unaccredited investor compliance services. As an entrepreneur, Rich has a true passion for crowdfunding and founded the company with the intention of helping entrepreneurs and businesses navigate a... Read More →
JS

Joy Schoffler

Principal, CF 50
Joy Schoffler is the Principal of financial services public relations firm Leverage PR and an active member within the crowdfunding industry. In addition to sitting on the board of the CF50, a global think tank for the emerging crowdfunding industry, Joy sits on the board of the two leading crowdfunding professional associations, the Crowdfunding Professional Association (CFPA) and the Crowdfunding Intermediary Regulatory Advocates (CFIRA). She... Read More →


Friday August 29, 2014 3:20pm - 4:00pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

4:00pm

Case Study on Specialized Portals
Ever wondered what these small crowd funding platforms are all about? Here is your chance to find out from the owners why they are so vitally important to the wide world of crowd funding. -- Yes, you may ask questions.

Moderators
avatar for Gregory Parker

Gregory Parker

Co-owner & CEO, Indie Crowd Funder, LLC
Gregory Parker has worked as a public policy analyst, director of software development and most recently an elected and appointed government official. Gregory, a graduate of Columbia Southern and Walden Universities, holds a Bachelors Degree in Business Administration, a Master's of Public Administration; and has completed open courseware from Massachusetts Institute of Technology (MIT) in Economics. He has more than 17+ years of management... Read More →

Speakers
BB

Brandon Bertrand

Founder/Owner, Launch Culture
Launch Culture was created with a simple goal in mind. We want to create a home for like-minded people to come together, share ideas, as well as learn and create new and better products and businesses. We want to build an active and passionate community that drives each other to success | | Whether you are a small start-up, have a crowdfunding project, or just love seeing what other people are creating, this is the place for you... Read More →
CG

Conley Giles

Founder, InventIt2Day™
EH

Even Hafer

Founder, TwistRate
Evan Hafer, CEO of TwistRate, spent the first 14 years of his career serving in the U.S. Army as an infantryman and Special Forces solider (Green Beret). In 2013, he founded the Crisis Response Education Foundation (CREF), a non-profit devoted to helping law enforcement through the teaching of Special Forces operations training, and recently founded TwistRate with partner Jeff Kirkham. Evan is a passionate outdoorsman who prefers the... Read More →
MR

Matthew Rogers

Founder, Aggiefunding.com


Friday August 29, 2014 4:00pm - 4:30pm
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

4:00pm

How Equity Crowd Funding is Changing Everything
Speakers
SD

Stefano D'Aniello

Wealth Forge
Stefano is a securities and corporate lawyer and a recognized thought leader in the post-JOBS Act fundraising and investing landscape. An entrepreneur-at-heart, Stefano leads WealthForge's sales, marketing, and business development efforts in the NYC/Tri-State area. Prior to joining WealthForge, Stefano was the the co-founder of GroundBreaker, where he helped develop cutting-edge real estate fundraising software and bring it to market. Stefano... Read More →


Friday August 29, 2014 4:00pm - 4:30pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

4:30pm

Case Study on Specialized Portals (Part 2)
Ever wondered what these specialized crowd funding platforms are all about? Here is your chance to find out from the owners why they are so vitally important to the wide world of crowd funding. -- Yes, you may ask questions.

Moderators
SJ

Stephanie Jelley

Co-Founder and CMO of Crowdera, Umojawa
www.linkedin.com/in/stephaniejelley | | Crowdera, Inc. is  a civic-crowdfunding platform that supports educational and non-profit organizations serving individuals and communities.   Crowdera helps schools and non-profits build meaningful engagement, spread their messages, and expand their donor base to increase their overall funding and impact. Crowdera complements organizations’ existing fundraising and... Read More →

Speakers
MK

Martin Kelman

COO, Crowd Boarders
Martin Kelman is the Founder and Chief Operations Officer of CrowdBoarders Social Network being commercial launched in 7 days. Martin is also the Founder of "Jobs in Crowdfunding" a Crowdsourcing platform for the Industry. He also now holds a pending patent for a Social Investing Network with SEC Compliance reporting. | | Prior to Crowdfunding, Martin had a highly successful 30 year Career in Telecommunications in a wide range of key... Read More →
PD

Philip D. Racusin

CEO/Co-Founder, EnergyFunders
Philip Racusin is the Co-Founder and CEO/President of EnergyFunders (www.energyfunders.com), the world's first internet-based platform for directly crowdfunding oil and gas wells. EnergyFunders was founded by three Texas entrepreneurs with law degrees and backgrounds in oil and gas, technology, and business law, and is advised by an oil and gas executive and securities counsel with many years of experience in their... Read More →


Friday August 29, 2014 4:30pm - 5:00pm
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010

4:30pm

Creating a No-Drama Company: Conflict Resolution Skills for Entrepreneurs
Moderators
LW

Luemara Wagner

Private Practice
Luemara Wagner is an attorney, mediator and practitioner of collaborative law in Austin, Texas. Her practice focuses on family, immigration and international law. She is also vice president of the Enlightened Family Justice Institute, a non-profit organization seeking to evaluate and transform the way the justice system interacts with families during divorce. She holds a JD (with honors), LLM in International Law, and MBA from the University of... Read More →

Speakers
RS

Richard Shannon

Private Practice, Lawyer


Friday August 29, 2014 4:30pm - 5:40pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010

7:00pm

VIP Networking Event
Limited Capacity seats available

Friday August 29, 2014 7:00pm - 8:00pm
Guadalajara Del Centro - Downtown 1201 San Jacinto St, Houston, TX 77002

8:30pm

Open Networking Event
Friday August 29, 2014 8:30pm - 11:00pm
Grand Ballroom, Real Estate Room 1600 Lamar Street, Houston, Texas 77010
 
Saturday, August 30
 

8:00am

Civic Crowdfunding TownMeet by Kickercon™
Limited Capacity seats available

This is a free event designed for city, state, educational, and non-profit organizations planning to engage in crowdfunding. This town hall is a free event to collaborate and learn how to creative utilize crowdfunding for projects. Because space is limited, attendees must pre-register at: http://www.townmeet.org

Speakers
SJ

Stephanie Jelley

Co-Founder and CMO of Crowdera, Umojawa
www.linkedin.com/in/stephaniejelley | | Crowdera, Inc. is  a civic-crowdfunding platform that supports educational and non-profit organizations serving individuals and communities.   Crowdera helps schools and non-profits build meaningful engagement, spread their messages, and expand their donor base to increase their overall funding and impact. Crowdera complements organizations’ existing fundraising and... Read More →


Saturday August 30, 2014 8:00am - 10:00am
Grand Ballroom, Boot Camp Room 1600 Lamar Street, Houston, Texas 77010