Agenda

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2015 AGENDA

The complete FinFair 2015 Program can be downloaded by clicking here.

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View FinFair 2015 Power Points

Opening presentation of FinFair 2015

FinFair co-founder, Dara Albright, introduces a new breed of retail alternatives and discusses the integral role they will play in thwarting a looming national retirement crisis. She also lays out the evolution of financial services and where it is headed.

“How Financial Advisors & RIAs Can Capitalize On Reg A+” by Steve Sadler CEO of Allegiancy

In this presentation Sadler demonstrates just Financial Advisors can benefit from Reg A+. Click here to view the power point.

“Using Reg A+ to Create Fixed-Income Retail Alternatives” by Brian Korn, Partner at Manatt, Phelps & Phillips, LLP

In this presentation, Korn shows how Reg A+ is being utilized to create payment-dependent notes and engineer new retail fixed-income products.

“The New IPO – An Issuer Public Offering” by Gene Massey, CIO of MediaShares; Kara Kennedy, Executive Director of ClearTrust, Blaine McLaughlin, VP of Folio Institutional and Sam Guzik, Partner of Guzik & Associates

In this presentation, Massey, McLaughlin, Kennedy and Guzik details the steps an issuer will go through to successfully complete a Regulation A+ self-directed offering.

“Securities offering disclosure for the digital age of capital formation” by Georgia Quinn, Co-founder of iDisclose

In this presentation, Quinn will unveil iDisclose, an adaptive web-based application that streamlines the legal procedure of raising capital by guiding and enabling entrepreneurs to substantially complete an institutional quality private placement document on their own, individually tailored for their specific business and investment opportunity, and done in cooperation with their chosen legal counsel.

“A FinTech Bubble or a Financial Revolution” by Lou Kerner who runs the Social Internet Fund

In this presentation, Wall Street’s foremost social media analyst and fund manager, Lou Kerner, compares today’s market to the late 1990s in order to answer whether we are witnessing another bubble or a revolution.

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