The Future is Now – Access to Capital, redefined

Exclusive thought-leadership annual gathering with a think-tank theme: made by entrepreneurs for entrepreneurs. ONE DAY ONLY EVENT. Join us to celebrate our 5th anniversary and become part of the most forward-looking and influential community!

As our Forum will take place just three days after the country has elected a new President, it’s an opportunity to send a message to the new occupant of the White House about what policies the entrepreneurial community would like to see. Therefore, to utilize our collective knowledge and enlarge our impact, we will be crowdsourcing recommendations from our participants at the event and sending our conclusions to the new President. It is the perfect time to work together in collaboration to foster meaningful innovations and impactful investments. Welcome to the 21 Century – the future is now.

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Plenary Sessions and Discussions*

November 11th, Friday, 2016, FULL DAY EVENT 8:00 am – 7:00 pm

8:00 – 8:45 am

Registration/Morning Networking

8:45 – 9:00 am

Opening Remarks presented by Host and MC
Capital Formation for Entrepreneurial Ventures and Small Businesses – Charting the Way Forward

  • PhD, Founder of Metropole Capital Group and Global Alternative Funding Forum, Adjunct Professor on Entrepreneurial Finance

9:00 – 10:10 am

Opening Plenary: Shaking up the Wall Street – Redefining Securities Distribution through Crowdfinance
Key Questions
  • Accessing private equity and debt via online platforms: rules, issues & future trends
  • Satisfying the investor’s demand for growth, yield and transparency
  • Call for alternative venture exchanges and liquidity
  • How crowdfinance is re-engaging the retail investor
  • Unleashing the $14 trillion retirement industry as the next generation funding source
  • President of Dara Albright Media, Co-founder of FinFair & LendIt conferences

10:15 – 11:10 am

Plenary Session: Alternative Funding Tools, Access to Liquidity and Venture Exchanges
Key Questions
  • Venture financing redefined: community capital, equipment financing and asset backed
  • New IPO models for small businesses and early stage companies: rules, costs and platforms
  • Liquidity resolved: venture exchanges, liquidity for employees, regulations, tools and who is in the game
  • Kim Kaselionis
    FinTech Pioneer, Managing Partner at Breakaway Funding

11:10 – 11:20 am

Networking Break

11:20 – 12:30 pm

Plenary Session: Modern Financing Tools Under the JOBS Act: Building Brand Loyalty via Stock-Ownership
Key Questions
  • Post-JOBS Act regulatory fundraising landscape for private equity: Reg A+, Title III vs traditional options under 506c and 506b
  • Pros and cons: estimated costs, marketing, advertising and regulatory compliance
  • Current leaders and incumbents to work with
  • How to achieve liquidity for crowdfunded ventures
  • Foreseeable trends, issues and an impact
  • Cromwell Coulson
    President, CEO & Director of OTC Markets Group, Inc. (OTCQX: OTCM)
  • Richard Swart
    PhD, Researcher at Berkley, Founding Board Member of Crowdfunding Professional Association, CSO at NextGeneration Crowdfunding
  • Jillian Sidoti
    Partner at Trowbridge Sidoti, LLP/
  • Ash Kumra
    Founder & CEO at Youngry, raised capital via Regulation Crowdfunding/Title III
  • Amy Wan
    Partner &Trowbridge Sidoti LLP/

12:30 – 1:30 pm

Networking Lunch Break

1:30 – 1:50 pm

Special Educational Presentation: Royalties as the alternative way for both investing in/ financing of entrepreneurial ventures and projects
Key Questions
  • Fundamentals of royalty finance
  • Equity retention versus cash flows
  • Revenue share investing
  • Tax implications
  • Exchange traded royalties
  • Complimentary tools and websites
  • Arthur Lipper
    A legend of Wall Street, inventor, author, philanthropist, Board Chairman at REX Royalties

1:50 – 2:50 pm

Sessions in a TED-Style Talk: Federal, Corporate and Non-traditional Financing Programs in support of SMB
Session A: About Goldman Sachs 10,000 Small Businesses Initiative: $500 million investment program


  • Vivian Shimoyama
    Regional Executive Director Southern California Region for 10,000 Small Businesses


  • Corey Egan
    Co-Founder & CEO at Ilumi, “Shark-Tank” winner backed by Marc Cuban, also raised money from both Kickstarter and Indiegogo and secured a loan from SBA
Session C: Obtaining Foreign Capital through Investment Visas


  • Michael G. Homeier
    Founding Shareholder @ Homeier Law PC, a leading law firm devoted to business law including venture financing & EB-5 programs
Session D:  Federal Grants, Loans and other financing tools


  • Alex Guerrero
    Senior VP @ VEDC, a leading non-profit small business lender in the U.S.
Session E: Today’s Venture Market – An AngelList Dataset


2:50 – 3:20 pm

Q & A Session: Beyond the Hype: Artificial Intelligence and the Rise of Robotics in Financial Services
Key Questions
  • Fundamentals and trends to watch for in 2017
  • Robo-advisers: friends or foes for entrepreneurial ventures and innovation?
  • Automation is here: risk management and interaction tools for fundraising
  • Paul Cottrell
    PhD, author, researcher and financial analyst
  • TBA
  • Heiko Schmidt
    Angel Investor, Serial Tech Entrepreneur, CEO PhiFactor Technologies
  • Alex Kleiner
    Robotic Scientist at iRobot

3:20 – 3:30 pm

Networking Break

3:30 – 4:15 pm

Plenary Session: The Changing Face of Angel Investors
Key Questions
  • Modern types: head angels, sweat-equity angels, corporate angels, micromanagement angels and inexperienced angels/crowdfunders
  • Finding the angel: angel groups, syndicates and top equity crowdfunding platforms
  • How does diversification apply to angel investing?
  • Angel Investors motivations, investment criteria and the future outlook
  • Angels for impact and social entrepreneurship
  • Connie Harrell
    Angel Investor, Region President of Keiretsu Forum Southern California, the world’s largest network of accredited investor members
  • Josh Maher
    Angel Investor, world renowned author & speaker
  • Richard Morganstern
    Angel Investor, Tech Coast Angels, LA Cleantech Incubator
  • Joe Platnick
    Angel Investor, Pasadena Angels
  • Delilah Panio
    LA Lead, Radical Generosity Fund

4:15 – 5:00 pm

Plenary Session: Venture Capitalists on the Future of Venture Capital
Key Questions
  • The changing venture capital landscape: old school VCs vs new incumbents
  • The emergence of Micro -VCs, Corporate VCs, “Non-VCs” and on-line VC funds
  • What VCs are really looking for – and what they avoid
  • Future trends and predictions
  • David Hornik
    VC, General Partner @ August Capital, Creator of the first VC blog and podcast, VentureBlog & VentureCast
  • Alejandro Laplana
    VC at AKT IP Ventures, world first incubation fund for patent portfolios and ideas
  • Jouko Ahvenainen
    Founder of Grow VC Group, Co-founder of CrowdValley
  • Blake Coler-Dark
    CIO at, Venture Capital online platform
  • Greg Bohlen
    VC, Managing General Partner at Union Grove Venture

5:00 – 5:45 pm

Plenary: How Blockchain is transforming venture financing industry and entrepreneurial projects
Key Questions
  • Blockchain adoption across industries
  • The emerging ecosystem of alternate assets
  • Why governments & Central Banks are now funding Blockchain research
  • How to invest in Blockchain technology
  • Bitcoin: friend or foe?
  • Celu Ramasamu
    Managing Partner at Focus Investments, a leading blockchain investment group

5:45 – 6:00 pm


6:00 – 7:00 pm