Actions Panel
Cover 2 Cover
Date and time
Location
Dallimontis Italian Restaurant
1932 Oak Park Blvd Pleasant Hill, CA 94523Refund Policy
Description
Get the Newly Released
Massolution's 2013CF The CrowdFunding Industry Report
and a ticket to this event here - 2 for 1 offer
The Soho Loft
and
FundingPost
present
NYC VC, Angel and Crowd Investing Conference
Sponsored by WeiserMazars, Bingham McCutchen,
Nolcha, DonQ Rum, Launch.It
Interested in meeting early-stage Venture Capitalists, Angel and Crowd investors in NYC?
Then register for The Soho Loft and FundingPost Summer Venture, Angel, Crowd Fund Investors Event on Wednesday, August 7, 2013
The Soho Loft and FundingPost have hosted 220+ sold-out venture events in 22 cities over the past 12 years. This is our big summer event on the upper west side. Lots of investors, entrepreneurs, food and frozen adult beverages at this beautiful waterfront location. Its right near the subway, but we will have a bus from midtown to take people there!
At this NYC Event, the panel of investors will focus on Early-Stage Venture Investing:
How to meet investors, pitch them, and what it really takes to get them to write you a check! We will be discussing trends in Early-Stage Investing, hot sectors, sectors that these Angels and VCs look at, things that are most important to them when they are considering an Investment, the best and worst things an entrepreneur can do to get their attention, additional advice for entrepreneurs, and, of course, the best ways to reach these and other Investors. There will be plenty of time for networking with the Investor panelists, both before the panel & after the panel at the Cocktail Party!
As an additional benefit, entrepreneur 1/4 page summaries will be given to the investor speakers and attendees. All of the Investors will get your company description and contact info!
Register today, as this event will sell-out and is limited!
Book Signing
Also during the Cocktail Party, Brian Cohen, the Chairman of New York Angels will be giving out autographed copies of his new book: "What Every Angel Investor Wants You To Know" Additionally, there will be an Optional Pitching Workshop Lunch from 11am-1pm. The cost to participate will be $350. This Lunch Workshop includes the $75 ticket to the event. During this workshop we will completely deconstruct your elevator pitch, and work with you on formulating a clean and concise elevator pitch giving the important information that investors NEED to hear to make an educated decision on your company! Then you get to give your new Elevator Pitch in person to the Panel of Investors during the event! There are only 12 spaces left in the Workshop.
Location: La Marina, 348 Dyckman Street (on the Hudson) New York, NY 10034
Date: Wednesday, August 7, 2013
Time: 2:00pm - 6:00pm
Cost:
- Entrepreneur Event Ticket: $75
- Entreprenuer Event + Pitch Workshop: $350
- Investor / Service provider: $95
- Entrepreneur Event + Pitch Workshop + Massolution 2013CF The CROWDFUNDING INDUSTRY REPORT: $495
Crowd Investing Panel
Moderator:
Co-Founder, SeedInvest
Ryan co-founded SeedInvest because he saw the need for a better way to connect entrepreneurs and investors. On the entrepreneurial side, Ryan previously founded multiple startups. On the investor side, Ryan worked at Carlson Capital, Wellspring Capital Management and Lehman Brothers in New York City where he invested in, financed and managed dozens of private and public businesses.
Ryan co-founded the Crowdfunding Professional Association and currently serves as an Executive Board Member. Ryan also serves as a Leader of the Crowdfund Intermediary Regulatory Advocates group. Whenever given the chance, Ryan enjoys traveling and has been to 75 countries. Ryan received an MBA in Entrepreneurial Management from The Wharton School of the University of Pennsylvania and a BBA in Finance and Accounting from the University of Wisconsin-Madison.
Speaker:
President, Gate Impact LLC
PRESIDENT of Gate Impact LLC. Bill Davis provides Leadership with extensive hands on managerial experience rooted in “Best Practices” and “Guaranteed Delivery”. He has earned the “Go-To” label by C Level Executives and Board Members in organizations that are facing tough decisions, tight budgets and deadlines. As part of Gate Impact, he provides CIO services to the leading Micropayment and Virtual Currency company in Europe. He specializes in Business & Logistical Intelligence with prior engagements with American Express, IBM and Boeing. He provides advisory services to some of the largest Social Investment Portfolios and passionate consultants in the U.S. He coauthored the Impact Intelligence for High Performing Organizations Roadmap with Sara Olsen, the founder of the Social Ventures Technology Group.
Over his 20 year career, Bill has provided leadership that resulted in financial, technical, operational and most importantly cultural transformation (work ethic, quality of work, timelines & governance) for his clients. Bill has extensive experience providing merger and acquisition due diligence, performance management analysis, customer and product profitability analysis and other business intelligence services. He brings extensive project management & technology application experience to ensure projects adhere to strict disciplines within the relevant life cycles for minimizing risks and guaranteeing success. These accomplishments prepared Bill to lead the build out of the Impact Investing Infrastructure for the GATE Impact Community.
Technical Strategist, Crowd Valley
Vamsi is an innovative technologist with over 15 years of experience in the Television, Media & Entertainment industry, and has built various enterprise software and technology platforms. Currently he is involved in a stealth startup building a digital venue for live concerts. In the past he was technology co-founder for three start-ups in the interactive TV, mobile events and social TV domains. He worked for media and entertainment giants such as Gemstar TV Guide and Rovi Corp. He has many years of experience in mobile platforms, social TV tools, video streaming, enterprise applications and e-commerce.
He is an active Angel investor in ARC Angels, Eniac Ventures and an active TIE Angel. Vamsi is also active in social and impact enterprises as a mentor (The Unreasonable Institute, SpringBoard IoT & 37Angels), an advisor to various early-stage startups and a blogger.
John Callaghan
Co-Founder, iCrowd
John Callaghan, has a long history of involvement in small, growing companies. As a portfolio manager, security analyst, and founder of NovaRx Investors, Inc., an investment and consulting company focusing on early stage businesses, he developed specialties in emerging growth companies in the Health Care and Technology industries. John was a Senior Advisor to PeriCor Therapeutics, Inc., having been part of the teams that designed the Phase III trial for its lead product, secured a Special Protocol Assessment for that trial from the FDA, and negotiated its out-license to a large Pharmaceutical partner.
He previously was a Senior Vice President of Equitable Capital, where he ran the Emerging Growth Portfolios and a fund dedicated to technology and health care investments. He was also a Partner at Weiss Peck and Greer, where he co-headed the Small Cap investment group, and a portfolio manager at Odyssey Partners. He was Executive Vice President at Morgan Grenfell, and Senior Vice President at Fiduciary Trust, where he headed the U.S. Small Cap Equity group. John received his A.B. in Economics, magna cum laude from Harvard College and his M.B.A. from Harvard Business School.
VC and Angel Investors Panel
Moderators:
Partner, Bingham McCutchen LLC
Michael Barron is a partner in the Corporate Practice Group where he represents technology and life sciences companies and advises companies, entrepreneurs and investors in the areas of formation and governance, early and later stage debt and equity financings, mergers and acquisitions, employment and executive compensation, and intellectual property matters, including trademark and technology licensing. Michael serves on the board and as general counsel to several trade associations that focus on promoting and developing companies and professionals in the technology and life sciences industries. One of these organizations is the Massachusetts Innovation & Technology Exchange (MITX), a trade association serving more than 7,000 New England professionals involved in Internet and digital technologies industry. Michael founded MITX in 1995 to help promote the development and growth of the Internet and digital technologies industry in New England. Michael is recognized by Boston magazine as a Massachusetts Super Lawyer and is included in the Lawdragon 3000 Leading Lawyers in America. He is also AV rated by Martindale-Hubbell, the highest designation available.
Erica Minnihan, Executive Director, STAR Angel Network
Greg Verdino
Practice Leader, Direct Ventures Inc.
Greg Verdino is a strategic advisor and executive coach to digital era leaders. He partners with established executives looking to strengthen critical digital skills and digital native tech founders looking to develop core leadership competencies. He is the author of microMARKETING: Get Big Results by Thinking and Acting Small (McGraw-Hill, 2010) and has served as a go-to expert for a wide range of media outlets including Advertising Age, BusinessWeek, CNN, Fox News and The New York Times.
Speakers:
Principal, Cross Atlantic Capital Partners
Carter Caldwell is a Principal at Cross Atlantic who is involved in investment due diligence, deal sourcing, as well as other Cross Atlantic operational efforts. Prior to joining Cross Atlantic, Carter founded and served as COO of Quazant Technology, Inc, the developer of the Transaction Accelerator, a high-speed transaction processing database. Prior to Quazant, Carter helped start Acorn Systems, Inc. and was integral in taking that company from pre-revenue to profitability. At Acorn, he served in the capacities of Director of Corporate Development, Product Manager and Engagement Manger. His experience is derived from positions at Acorn Systems, J.P. Morgan, Bear Stearns, and Business Philadelphia Magazine.
While at Acorn Systems, and working with distributors in the Semiconductor, Electronics, Fluid Mechanics, Chemical, Food Service, and Steel industries, Carter succeeded in returning numerous businesses to profitability using a variety of methods, including activity-based costing.
JP Morgan recognized Carter for creating a novel software analysis tool for all equities under their coverage. This tool, which utilized data such as equities' respective median volatilities and average daily volumes, enabled JP Morgan's institutional traders to make more informed trading decisions. Ultimately, this tool was used to alter the mix of equities that JP Morgan held in its Institutional Portfolio.
CEO, MediaMath
MediaMath CEO Joe Zawadzki is a respected pioneer in the online marketing industry, known especially for establishing the demand-side platform sector. With his deep experience in audience targeting and optimization, ad networks and exchanges, and real-time bidding Joe is regularly invited to speak at industry conferences, roundtables and major events.
After a decade representing buyers at top-tier agencies and Fortune 500 companies, Joe Zawadzki saw the need to reshape the online marketing landscape by integrating technology, data, analytics, and marketing best practices into a single media platform. He founded MediaMath in 2007, launching a technological revolution with the company’s pioneering marketing OS, TerminalOne, the first DSP.
Previously, Joe was founder, president and chairman of Poindexter Systems / [x+1], incubated Right Media, and as managing member of Occam’s Razor, shaped AOL’s yield management and DoubleClick’s buy-side optimization strategy.
His early career was spent as an investment banker, where he developed his expertise in quantitative analysis and market dynamics, and he remains an active New York technology investor whose portfolio includes AppNexus, AdSafe, 33Across, C3Metrics, Hashable, Accordant and Spruce Media.
Joe holds several patents in the area of online methods for dynamic segmentation and content presentation. He is a graduate of Harvard University and was a Teaching Fellow in cosmology, set theory and the history of science.
Partner, Interplay
Mark is a serial entrepreneur and venture capitalist. In addition to being a Venture Partner at High Peaks, Mark is the co-founder of a handful of companies. Prior to joining High Peaks, he was a venture capitalist at DFJ Gotham Ventures. He also advised Fortune 1000 companies and private equity firms on the attractiveness of acquisition targets while at both KPMG and Bain & Company earlier in his career.
Mark focuses his investing activities on internet technologies. While at DFJ Gotham Ventures, he led or co-led investments in ADstruc, Medialets, Panvidea, SailThru, Seamless Receipts, STELLAService, Yipit, and was also actively involved with Altruik, Drop.io, SinglePlatform, Solvate, Totsy, Worktopia, and ViVOtech. He is also an angel investor in Warby Parker.
Mark is an active member of NYC's venture community and was listed by BusinessInsider as one of the 100 Most Influential Digital NYers. He earned his BA at Duke and MBA at Columbia. While at Columbia, he was the President of the Private Equity & Venture Capital Club and an InSITE Fellow.
Mark actively blogs at mpd.me about fundraising, startup management and other topics relating to the startup ecosystem. Many of his posts have been syndicated or cited on The Wall Street Journal, Inc, Business Insider, PE Hub, AlwaysOn, AMEX OpenForum, Mashable and ReadWriteWeb. The Rest of the Story
Entrepreneurship is in my DNA. I am addicted. Beyond starting companies, I am an active organizer of entrepreneurial communities in NYC and host the Tech Entrepreneurship Channel on Kohort where I am working to unify the global tech entrepreneurship ecosystem. I am also the founder of both the Columbia Venture Community and New York Venture Community, advisor to numerous other entrepreneurship communities and a mentor at TechStars and Entrepreneur's Roundtable.
Managing Partner, Rho Capital Partners
Prior to joining Rho in 1993, Habib worked in investment banking and leveraged buyout in New York with Reich & Co. and Jesup & Lamont. He received an MBA from Columbia University. His current and former board seats include: Avolent, Innerwireless, Intralinks, iVillage, ReachLocal, Tripod, Tacoda, Travel Ad Network, Waterfront Media, and Yantra. Habib is a Managing Partner of Rho Capital Partners and Rho Ventures and serves on the investment committee of Rho Fund Investors and Rho Canada.
Chairman, New York Angels
Brian Cohen is the Chairman, Board of Directors of NY Angels. He created iFluence PR a strategic behavioral-based communications consultancy for the new earned influence/social media community. Its focus is on understanding determinant business success factors and using qualitative customer research matched with highly aggressive guerrilla communications techniques to achieve client marketing objectives while providing the greatest financial value possible.
Developed Good Cause Communications, the first full-service not-for-profit PR firm designed to meet the needs of struggling non-profits. Its planned newswire, GoodCauseNews.org will be the first free newswire for struggling non-profits and PublicRelationsCares.com will be the first social responsibility volunteer program for public relations professionals. Founded GlobalComm/TSI (Technology Solutions, Inc.in 1983. TSI was the first science and technology strategic marketing and public relations agency in New York and one of the first such specialists in the United States. In 1996, TSI was recognized as the #1 fastest growing public relations agency in the United States. Nearing 200 employees with 5 offices, he sold the company to The McCann Erickson World Group, part of the Interpublic Group of Companies in 1997. As a hallmark of TSI's collaborative work with nearly 1,000 companies during its 17-year tenure, they began a 14-year partnership with Sony Corporation of America in 1986. During that time, TSI provided strategic communications counsel to all Sony's computer, business professional, and consumer products divisions and introduced more than 100 "bleeding-edge" products. In that same year, TSI began an alliance with the IBM Corporation that grew to represent more than 50 IBM divisions providing all levels strategic communications/media relations counsel. Brian specifically media trained hundreds of IBM management on how to talk to and work with the media and analyst communities. As a testament to the success of this relationship, TSI received the Gold CIPRA award (#1 Public Relations program) in 1998 for the IBM Deep Blue/Gary Kasparov Chess Match concept development and public relations program.
Brian created and instituted the RPM (Rapid Publicity Marketing) model of strategic communications. This tightly integrated approach to publicity gave clients a quick market edge and was designed to discover and leverage a company's key strengths as well as mitigate their destructive weaknesses. TSI's client list read like an entrepreneurial who's who list of leading technology companies in computing, communication, software, education, and entertainment all supported by an integrated matrix of professionals in research, strategic planning, media placement, video production and event management.
Additionally, Brian started Focus Technology, a Focus Group company that provided qualitative research and beta site utilization services. Brian provided all development and moderating support.
Before launching TSI, Brian was a founding publisher of Computer Systems News and InformationWeek magazine at CMP Publications. While in graduate school, he was involved with pioneering computer trade publications including Personal Computing Magazine and Minicomputer News from Benwill Publishing. Brian received two Honor B.S. degrees from Syracuse University in Biology and Speech Communications. He also received a Masters Degree in Science Communications from Boston University's School of Public Communications in 1978 and currently serves on the Dean's Advisory Board of Directors.
Angel Investor, ARC Angel Fund
Mr. Finkle is an angel investor and entrepreneur and former Managing and Founding Partner of Odeon Capital. Prior to raising $115 milllion for Odeon Capital Partners I, Mr. Finkle had a 20-year career in the fields of entrepreneurial management, general management, corporate development and marketing in the computer software industry. He served as Vice President of Corporate Business Development at Computer Associates International, and prior to Computer Associates' acquisition of Cheyenne Software, served as Cheyenne's Vice President of Corporate Development and Corporate Marketing where he had overall responsibility for corporate and product positioning. Prior to that, he served as Vice President and General Manager of Cheyenne's Unix Division. Prior to Cheyenne, Mr. Finkle was Vice President of Sales and Marketing at Applied Programming Technologies, which he represented for sale to Cheyenne in 1993. Early in his career, Mr. Finkle co-founded N/Hance Systems a peripheral manufacturing and software development company. Today Mr. Finkle serves as Chairman of Service Channel Inc, a web based transaction management platform providor to the service maintanance industry, and Managing Member of two TV direct response entities. Mr. Finkle also serves as Secretary of the Board of Directors of PSCH a not-for-profit serving the mentally ill and developmentally disabled.
Venture Advisor, Paladin Capital Group
William Reinisch is responsible for the investment activities in the New York office of Paladin Capital. He is also the CEO and Founder of XIV River. He specializes in strategy and investments for the high tech industry. He is currently an Adjunct Professor at Stevens Institute of Technology. He was most previously the Vice President of Strategy and Technology with Motorola. In this role he was responsible for intellectual property standards and the corporate technology portfolio in addition to positioning Motorola for growth in emerging new market segments. Previously, he was Vice President of strategy and new initiatives and joined Motorola as a strategic advisor to the Chief Strategy Office. Prior to joining Motorola he was Senior Vice President of operations and engineering at Magnolia Broadband, where he led engineering and operations for the company. Before that, he led the global technology organization at Multilink Technology Corporation, a company focused on high-speed solutions for advanced optical networks. He has authored several publications, presentations, three US patents and several patent applications. He earned an MBA from Fordham University and a B.S. from Rochester Institute of Technology (R.I.T.). As a native New Yorker, William is uniquely positioned to assist rapidly growing technology companies in the New York Market.
Massolution's CF2013 The CROWDFUNDING INDUSTRY REPORT
The only reliable and comprehensive insight into the size, composition and outlook for the crowdfunding industry, from Massolution, the industry insider. 100 pages of in-depth analysis:
This report offers a comprehensive, reality-based assessment of the crowdfunding industry, based on data gathered from 308 funding platforms worldwide and analysis from leading experts active in the industry and in academia. It maps, graphs, and predicts crowdfunding activity by geographic location, category, crowdfunding model (donation, reward, lending, equity, or royalty), activity, dollar amount, success rate, and other essential factors. A Web 2.0 Financing section includes deep analysis of crowdfunding dynamics, legal frameworks worldwide, and possible disruptors. An Outlook section identifies trends, innovations, crossovers, and financial mechanics that will shape the industry's future. This research is the first in a series of three reports aimed at providing reliable and factual information on the global crowdfunding industry.
- Extensive data on crowdfunding in 2012
- Analysis of the composition of the global crowdfunding market
- Market growth, composition and funding volumes
- Best performing industries, geographies, and market segments
- Crowdfunding dynamics and campaign characteristics
- Location of platforms globally and breakdown by region and category
- Web 2.0 financing
- Legal frameworks
- Market outlook and forecasts ...and more!
Table of Contents
Introduction
– Foreword
– Key Findings: Highlights; Predictions; Key Messages; Developments
– About this Research: The 2013CF Industry Report; The Research Team; About massolution
– Crowdfunding Defined: Definition and Taxonomy; Crowdfunding Models
The 2012 Crowdfunding Market
– Market Growth and Composition: Crowdfunding World Map by Total Funds Raised; Growth Rates by Crowdfunding Model; Predictions by Region; Predictions by Crowdfunding Models
– Campaign Statistics: Campaigns Worldwide; Crowdfunding Models
– Funding Probabilities: Threshold-Pledge Systems; Funding Probabilities; The Pledge vs. Pay Out Ratio
– Most Active Categories: Across the Models; Financial vs. Non-Financial Crowdfunding; Individual Models
Web 2.0 Financing
– The Collaborative Web
– Crowdfunding Dynamics: Social Ties; Social Proof; Third-level Acceleration: Strong Ties, Weak Ties, & Beyond
– Legal Frameworks: Global Overview; Key Markets and Initiatives
– Direct Crowdfunding: Case Studies; Applicability; Costs and Benefits of CFPs
Outlook
– Emerging Crowdfunding Platforms: A New World Map; Niche Platforms; Crowdfunding Models and Threshold-Pledge Systems; Financial Backing
– Capital Inflow: Crowdsourcing Primer; Capital Inflow Distribution
– Developments: Industry Focus / Niche Platforms; Locavesting / Community Platforms; Hybrid Platforms; Enterprise Crowdfunding; Crowdfunding Economic Development; LIVE Crowdfunding
Appendix
Acknowledgments
Sponsors
