You are cordially invited on behalf of the Financial Policy Council’s Board of Directors, to our next Financial Policy Council private briefing with a panel of 4 expert speakers on money making.
- TOPIC : Increasing Marketshare and Profitability through the Crowd – Bringing Main Street to Wall Street
- DATE : Monday, 14 September 2015
- TIME : 6:00 pm – 9:00 pm
- LOCATION : The Graduate Center / CUNY at 365 Fifth Avenue at The Elebash Recital Hall – On the main floor of the building and on the left as you enter into the main lobby
When crowdfunding and marketplace lending came onto the scene there was little interest from Wall Street in these platforms that were mainly working with undesirable startups and sub-prime borrowers. A few years later crowdfunding has become a true contender, eclipsing angel investments and will soon overtake venture capital as the primary method for funding new businesses. And now, platform “crowd” finance is beginning to create large dents in both the emerging and growth equity fields. This is a critical opportunity for savvy investment firms to use their existing brand to expand their reach toward new customer bases. Tapping into Main Street accredited investors that want to invest alongside institutional players and expanding access to deal flow. One such example of this expansion is Goldman Sachs’ entry into the online lending market.
The brand recognition of venerated institutions and their colossal networks are a compelling advantage when entering the crowdfunding and online lending markets. This panel, comprised of some of the leading experts within the crowdfunding industry, will provide insight to how Wall Street can increase market share and profitability through the crowd.
Georgia P. Quinn is a securities attorney specializing in crowdfunding at the firm of Ellenoff, Grossman & Schole. Quinn was recognized in 2014 as a Top Female Attorney in New York City by Thomson-Reuters. Earlier this year she was joined by other honored attorneys in a special section about “Super Lawyers” featured in the New York Times. She is on the advisory board for the American Banker Lending and Investing Conference and NextGeneration Startups, an online resource for young entrepreneurs. Quinn is a senior contributor to Crowdfund Insider, an online crowdfunding publication. Georgia P. Quinn is also the co-founder and CEO of LawBot, a new legal technology company focused on the disclosure needs of small business and startup entrepreneurs accessing capital via crowdfunding.
Chris Tyrrell, CEO of OfferBoard has more than 15 years of experience in entrepreneurship, financial law, technology and capital markets, having managed and founded two private technology companies and been involved in over $20 billion of financing transactions. As an attorney, he specialized in asset-based finance at the Wall Street law firm of Cadwalader, Wickersham & Taft. Before joining OfferBoard, Chris managed a multimillion dollar family office. Chris is also chairman of CFIRA, the leading advocacy organization for small securities innovators in the U.S.
Joy Schoffler, founder and principal of Leverage PR, is a nationally recognized author and speaker in the field of innovative financial services marketing and communications. She is an active member within the crowdfunding industry. Joy sits on the board of the leading crowdfunding professional association, Crowdfunding Intermediary Regulatory Advocates (CFIRA). She is a contributing author for the Bloomberg, Wiley-published book, “Crowdfunding: The Definitive Guide to Raising Capital on the Internet” and regularly writes for a number of outlets. She has helped dozens of crowdfunding related business launch and grow, giving her a prospective on the industry that few possess. Having launched dozens of crowdfunding related businesses Joy has an insiders industry that few possess.
As principal of Leverage PR, Joy and her team regularly work with leaders within the crowdfunding, investment, and Fintech sectors. As an active leader within the technology community, Joy sits on the boards of SXSW V2V and the Crowdfund Intermediary Regulatory Advocates (CfIRA) and is a mentor for the Yodlee Interactive Fintech incubator. She has been featured in a number of outlets including CNBC, Forbes, Inc, Reuters, Yahoo! Small Business. Prior to launching Leverage, Joy worked in the private equity world as Director of Acquisitions for a two-time INC500 award-winning investment firm. She previously served in the Army Reserve as both a Finance and Public Affairs Officer.
D.J. Paul is the founder of DJP&Co., a financial services consulting firm specializing in investment crowdfunding regulation, implementation and business development. D.J. is nationally recognized for his expertise in investment crowdfunding, small enterprise capital formation and regulatory issues.
As a founding member and co-chair of the Crowdfund Intermediary Regulatory Advocates (CFIRA), he testified before Congress in January 2014 on securities issues and the JOBS Act, and was named to the Securities & Exchange Commission’s Advisory Committee on Small and Emerging Companies later that year. He regularly publishes and speaks before national audiences on topics pertaining to Regulation D, regulatory compliance, crowdfund securities and real estate investing.