Equity Crowdfunding Bootcamp: VIDEO BUNDLE

What You Get:

Full videos of the workshop content:

  1. Angel and VC Investment Perspectives, Funding Options (29 mins 40s)
  2. Active Issuer: Coupgon Presentation (11 mins 2s)
  3. Equity Crowdfunding Platform: The OCMX Presentation (13 mins 31s)
  4. Regulations, legal and compliance in Canada and US (37 mins 26s)
  5. Risks & challenges (what not to do) | Best Practices (what to do) (20 mins 38s)
  6. Accounting, Tax, Financial planning (29 mins 49s)

Recorded live on Jul 28, 2015
Total Length: 2 hrs 35 min
File format: stream online or download MPEG-4

Workshop Overview:

This workshop covers essential equity crowdfunding education for issuers, investors and all other parties interested in understanding equity crowdfunding rules, transactions, international best practices and investment perspectives.

Learn from and interact with active practitioners in crowdfunding markets including platforms (dealers), investors, attorneys, accountants and marketing experts. Click here to view the highlights.


Angel and VC Investment Perspectives, Government Funding Options

  • Moderator: Sean Stanleigh, Managing Editor, Globe & Mail
  • Sunil Sharma, Managing Partner, Extreme Venture Partners
  • Yuri Navarro, Executive Director, NACO
  • Marc Kaipio, Capital Markets, The Funding Portal

Raising Capital on an Equity Crowdfunding Platform

  • Frank Sinopoli, CEO, Coupgon
  • Matthew McGrath, CEO, Optimize Capital Markets

Regulations, Legal and Compliance in Canada and the U.S.

  • Jason Saltzman, Partner, Dentons Canada LLP
  • Marc Mandel, Senior Managing Associate, Dentons US LLP

Equity Crowdfunding Risks & Challenges vs. Best Practices

  • Carlos Pinto Lobo, Chief Compliance Officer, The SVX
  • David Shore, Director of Investor Relations, OurCrowd

Accounting, Tax, and Financial Planning

  • Alexandra Hardy, CPA, CA, Partner, BDO Canada
  • Dan Nagle, CPA, CA, BDO Canada
  • Nicole Boucek, CPA, CA, BDO Canada

6 MP4
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