Since the passage of the Securities Act of 1933 and the Exchange Act of 1934, no regulatory change has had such an impact on the capital markets and flow of capital for investors and entrepreneurs alike as the JOBS Act. Originally intended to encourage the funding of small businesses, and passed under the Obama Administration, Title III of the Act, or the CROWDFUND Act, has become a major source of opportunity and stress.
This Financial Poise CROWDFUNDING 2018 webinar series explores the numerous titles of the JOBS Act, expanding from the legal definition of crowdfunding, meaning only Title III, to the more common use, meaning capital raising by public solicitation. This includes components of Title II, Title III and Title IV. This webinar spends little time discussing the legal nuances, and focuses more on the practical application and use cases, along with the opportunities and pitfalls of the new legislation.
The first episode of the series, Crowdfunding from the Investor's Perspective, airs on October 2nd at 11:00 AM CST (Register Here) and features Moderator Jordan Fishfeld of CFX Markets. He is joined by Sam Guzik of Guzik & Associates, Joy Schoffler of Casoro Capital, and Andrew D. Stephenson of CrowdCheck, Inc.
This webinar focuses on the opportunities that crowdfunding makes available to the investor, and how the investor should go about navigating this new world. We begin with a basic overview of the new regulatory regime, the requirements to invest, and the on-boarding process one should expect. We then dive deeper into the market opportunity, including how to access and select investments, and expectations investors should set for themselves and the projects they select. This is not intended to support any specific deal selection, but instead sheds a light upon the basic selection criteria available, the method to go about investing and what to avoid.
The CROWDFUNDING 2018 webinar series is produced by Financial Poise.™ Future episodes in the series include "Crowdfunding from the Start-Up's Perspective" airing on October 30th and "Securities Crowdfunding for Intermediaries" airing on November 27th. Each episode airs at 11:00 AM CST. All episodes premiere live through West LegalEdCenter and then are made available on-demand.
As with every Financial Poise Webinar, each episode is delivered in Plain English understandable to investors, business owners, and executives without much background in these areas, yet is also valuable to attorneys, accountants, and other seasoned professionals. And, as with every Financial Poise Webinar, each episode brings you into engaging, sometimes humorous, conversations designed to entertain as it teaches. Each episode in the series is designed to be viewed independently of the other episodes, so that participants will enhance their knowledge of this area whether they attend one, some, or all episodes.
About Financial Poise™
Financial Poise™ has one mission: to provide reliable plain English business, financial and legal education to investors, private business owners and executives, and their respective trusted advisors. Financial Poise™ content is created by seasoned, respected experts who are invited to join our Faculty only after being recommended by current Faculty Members. Our editorial staff then works to make sure that all content is easily digestible. Financial Poise™ is a meritocracy; nobody can “buy” her way onto the Financial Poise Faculty.™ Start learning today at https://www.financialpoise.com/