Harnessing the crowd: Understanding the future of equity-based crowdfunding

Rory Eakin, Founder and COO of CircleUp, and Scott Jordan, Founder of HealthiosXchange, provided insights about crowdfunding trends in a unique and informative session hosted by Pensco Trust Co.

Equity crowdfunding has a large and growing base of global supporters and advocates. Some call the recent rise in popularity “a revolution” in early-stage finance. The presentation covers:

  • Differences in crowdfunding platforms
  • Regulatory Implications
  • Investment Trends

See the presentation Harnessing the crowd: Understanding the future of equity-based crowdfunding.

Jordan speaking at Oncology Partnering & Deal-Making Conference

Scott Jordan will be speaking at the 3rd Oncology Partnering & Deal-Making conference July 7-8, 2014 at the Hyatt Regency in Boston, MA, presented by Global Technology Community.

This conference is part of the larger Novel Cancer Therapeutics Summit, which also includes one additional co-located conference, 5th Cancer Targets & Therapeutics.

This event is a partnership and business development conference that provides an opportunity to network with high-level executives from top pharma and various biotech/pharmaceutical companies, as well as explore potential collaborations and learn about relevant issues in oncology that will affect the industry. Experts in the field of oncology will present on the latest discoveries, novel technologies, business development trends, markets, partnership opportunities, alliance management, value maximization vs. capital efficiency, and the rebirth of IPOs.

Sessions include 1) Investments, Partnerships & Acquisitions: Trends & Recent Deals; 2) Innovative Partnering & Deal-Making (Panel Discussion); 3) IPO: The Rebirth of Access to Public Capital; 4) Value Maximization vs. Capital Efficiency (Panel Discussion); 5) Advances & Technologies in Oncology; and 6) Novel Players in Oncology.

Register for the event here.

You can find a list of speakers here, and more details about the conference here.

 

Jordan spoke at Growth Capital Expo 2014

Scott Jordan spoke at Growth Capital Expo 2014 at Caesars Palace, Las Vegas, NV.

Growth Capital Expo 2014: Ideas for Investors and Executives of Micro-cap and Pre-IPO Emerging Growth Companies

The Growth Capital Expo brings together the best ideas, the most promising companies and the top deal makers in emerging growth finance for three days of education and networking in the nation’s premier destination for meetings and entertainment. The show has two full days of general session programming, networking and one-on-one meetings for investors, pre-IPO private and early-stage public company management, and capital markets advisers. Jordan spoke in the session “Institutional Equity Crowdfunding: Early Movers Prove the Case.” Learn more here.

Jordan spoke at Harvard Business School Association event

Scott Jordan spoke in Boston on March 25 at the Harvard Business School Association’s event Crowdfunding Healthcare: Secrets from Industry Insiders (co-hosted with HBS Healthcare Alumni Association).

Two years has passed since the congress approved JOBS act, which would allow small businesses to raise capital from ordinary people. The long-anticipated September 23, 2013 repeal of the ban on public advertising of private securities offerings will help to usher in a new era of transparent, information-rich, and crowd-vetted capital markets. Now thousands of healthcare and life science emerging companies can take advantage of new mechanism to raise funds from accredited investors. For this event, Harvard Business School Association assembled some of the most active and respectable crowdfunding practitioners that specialize in healthcare and life science:

Moderator: Daniel Gorfine, Director, Financial Markets Policy, Milken Institute.

Panelists were Andrew Farquharson, MBA 1999, Managing Director, InCube Ventures; Scott Jordan, Founder, HealthiosXchange; Howard Leonhardt, Inventor & Entrepreneur; Greg Simon, Chief Executive Officer, Poliwogg; and Sean Schantzen, JD, Co-founder & COO, Healthfundr.

Attendees learned the secrets of the crowdfunding process, the latest industry news, and different practices for interested parties (e.g., entrepreneurs, investors, financial services). See Scott Jordan’s slide deck here.

Speaking at Equity Crowdfunding 101

Feb 27, hosted by San Diego Venture Group: Equity Crowdfunding, where you trade shares for cash, is finally here and the clutter in the market can make an entrepreneur crazy. What can you say, where can you say it, how do you reach all those accredited investors? Scott Jordan, founder of HealthiosXchange, will explore how life science companies can use equity crowdfunding.

Date and Time: February 27, 2014 | 7:00AM-9:00AM; Location: Del Mar Marriott, 11966 El Camino Real, San Diego, CA 92130. Visit the event website for more information.

Speaking at Georgetown University Law Center, Washington D.C.

Feb 10: Scott Jordan, founder of HealthiosXchange, will speak at the roundtable discussion Regulation A+ and the Mini-IPO, which delves into the potential market impact and SEC’s proposed rules regarding Title IV of the JOBS Act. The event will be hosted by The Milken Institute Center for Financial Markets in partnership with the Georgetown University Law Center, and the conversation will be held from 9:00am to 3:00pm on their campus in Washington, DC.

A group of diverse stakeholders will be convened to discuss how Reg A+ may impact issuers, investors, and the overall capital access landscape. The Reg A+ proposal would enable an issuer to raise up to $50 million, deal in unrestricted securities, allow for testing the waters, and permit general solicitation and sales to retail investors. The roundtable will explore how Regulation A+ (and related changes to Regulation A) may impact issuers from diverse industries looking to raise capital, investment funds and financial intermediaries, investors, and capital markets. They will also work through the SEC’s proposed rules on issues including blue sky preemption, eligible issuers, development of secondary markets, disclosures and ongoing reporting, and changes to existing Regulation A.

Following the discussion, The Milken Institute Center for Financial Markets will publish a white paper on the impact and regulation of Regulation A+, and will draft an SEC comment letter to help inform the rule-making process.

Learn more about the event here.

Speaking at OneMedForum SF 2014

January 14th: OneMedForum SF 2014, San Francisco, CA (During JPMorgan Healthcare Conference)

With the passage of Title II of the JOBS Act, a handful of Healthcare dedicated portals have already begun raising capital for emerging growth companies to accredited investors. This session will include the primary players who will discuss the early results and comment on the effectiveness of this strategy for healthcare companies.

Speaking at Harvard Business School Association of Business

January 22nd: Harvard Business School Association of Business (HBSAB), Crowdfunding Healthcare: Secrets from Industry Insiders,Boston, MA

Almost two years has passed since the congress approved JOBS act, which would allow small businesses to raise capital from ordinary people. The long-anticipated September 23, 2013 repeal of the ban on public advertising of private securities offerings will help to usher in a new era of transparent, information-rich, and crowd-vetted capital markets. Now thousands of healthcare and life science emerging companies can take advantage of new mechanism to raise funds from accredited investors.