DealFlow's Crowdfunding Conference is the only event you’ll need to attend to learn everything about raising capital in the digital era. The conference will take place on October 6-7 at The Roosevelt Hotel in New York City.

The agenda includes:

Overview of Key Changes in Private Capital Formation

  • Changes to Regulation D Rule 506(c) and Rule 506(b)
  • The relevance of the JOBS Act to online capital formation and online deal sourcing
  • Updates on Regulation A
  • Overview of Regulation Crowdfunding and proposals to improve it

Regulation A+: The New “Mini IPO”

  • Pre-deal marketing including testing the waters and marketing communications
  • The SEC filing process on Form 1-A, audit requirements, and preparing the offering circular
  • The offering process including blue sky filings, escrow, certificate issuance, and FINRA’s Rule 5110
  • Post-offering considerations including maintenance of records, electronic trading and DTC eligibility, and FINRA 15c2-11 approval

How “Marketplace Investing” is Changing the Private Markets

  • Why marketplace investing is displacing the traditional General Partner-centric model for private investing
  • Using data and machine learning to surface relevant deals and connect investors to the right opportunities
  • The shifting role of both traditional GPs and LPs in private capital markets