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5

th

Real Estate

CROWDFUNDING

SUMMIT

JUNE 22

2017

nd

CALIFORNIA

MEDIA SPONSORS:

REGISTER TODAY AT

iglobalforum.com/crowdfunding5

VISIONWISE CAPITAL

MASCIA DEVELOPMENT, LLC.

NATIONAL ASSOCIATION OF

REALTORS

VERIFYINVESTOR.COM

REALTY SHARES

CROWD ENGINE, INC.

CAPITAL 360, LLC

ORIGIN CAPITAL PARTNERS

MJW INVESTMENTS

GROUNDFLOOR

STRATEGIC REALTY CAPITAL

TWINROCK PARTNERS

CFX MARKETS

CROWD REALTY ADVISORS

ASSOCIATED VENTURES

REALTY SHARES

ASSOCIATED VENTURES

CRAWFORD PARK FINANCIAL

PACIFIC CASTLE

REALTY SHARES

GEORGE SMITH PARTNERS

And Many Others!

HEAR FROM

THE FOLLOWING

PARTICIPATING

COMPANIES:

KEY TOPICS THAT WILL BE COVERED:

• Essential industry update on the one year history of Title III changes under the JOBS Act and

future outlook

• Cutting through the noise and separating yourself apart from the competition in a

crowded market

• Effectively utilizing online tools and fundraising platforms to promote your project

• Gaining a clear understanding of the variety of crowdfunding platforms and the types of

investment opportunities to determine the best options for you

• Market and sector focus of specialized platforms and where investors are fi nding the best

risk-adjusted returns

• Working around restrictions and limits for non-accredited investors for capital intensive assets

• Insights into borrower’s and investor’s perspective and key exit strategies to consider

SPONSORS:

SPONSORS:

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Sanford Coggins

Founder/CEO,

VISIONWISE CAPITAL Mark Mascia

President & CEO, MASCIA

DEVELOPMENT, LLC. Jor Law Co-Founder, VERIFYINVESTOR.COM & HOMEIER LAW PC Markley S. Roderick Shareholder, FLASTER GREENBERG Jim Borzilleri President, CROWD ENGINE, INC. Brian Shniderson

President & CEO

CAPITAL 360, LLC Michael Episcope

Principal

ORIGIN INVESTMENTS Mark J. Weinstein

President & Founder, MJW

INVESTMENTS Nick Bhargava

Co-Founder,

GROUNDFLOOR Eddie Lorin

Managing Partner & Co-Founder, STRATEGIC

REALTY HOLDINGS LLC & IMPACTHOUSING.COM Alexander Philips

Chief Executive & Investment Offi cer,

TWINROCK PARTNERS Bill Lanting Vice President of Commercial Debt, REALTY SHARES Adam Kaufman

Co-Founder & Managing Director, ARBORCROWD Steven Waldman Co-Founder, CROWD REALTY ADVISORS Amy Kirsch Director of Investor Relations, REALTY SHARES Seth Wilson

Director, Energy & Economic Development,

CUTTING EDGE CAPITAL Mark F. Thimmig Chairman, CEO, CONSERVACO, LLC/ THE IGNITE AGENCY Melanie Pennell-Mayer President, ASSOCIATED VENTURES Gene Massey Chairman/CEO, MEDIASHARES.COM J.J. Mueller Principal, HOMEROCK, LLC Jeremy Roll President, ROLL INVESTMENT GROUP Brandon D. Smith

Vice President, CBRE

Amy Wan

CEO, BOOTSTRAP LEGAL

Michael Mayer

Managing Member & CEO,

ASSOCIATED VENTURES Mark Crawford President, CRAWFORD PARK FINANCIAL Jonathan Chang Director of Investments, PACIFIC CASTLE Gary Mozer Principal, Managing Director, GEORGE SMITH

PARTNERS

LEADING EXPERTS

& SPEAKERS INCLUDE:

VENUE AND ACCOMODATION

THE RITZ-CARLTON, MARINA DEL REY

4375 Admiralty Way, Marina del Rey, CA

310-823-1700

www.ritzcarlton.com/en/hotels/california/marina-del-rey

Overlooking the marina, The Ritz-Carlton, Marina del Rey is 4.4 miles from Santa Monica Pier and 4.5 miles from Los Angeles International Airport. Tucked along the Pacifi c coast between Venice Beach and Playa Vista, The Ritz-Carlton, Marina del Rey is one of the most ideally located luxury hotels to explore Southern California’s most eclectic stretch of coastline. Literally meaning “sea coast of the king,” Marina del Rey is aptly named, as it is home to more than 7,000 boats and yachts in one of the largest man-made marinas in the world, as well as shopping and gourmet dining. To RSVP for a room under our event block, please contact Lauren Viola at lauren@

iglobalforum.com. All guests placed on the rooming list will be contacted as the

event approaches to secure a reservation via our corporate rate.

Dear Colleague,

iGlobal Forum is pleased to present the

5th Real Estate Crowdfunding

Summit, taking place in Marina Del Re

y, California on Thursday, June

22nd. Real estate crowdfunding has experienced staggering gr

owth, intensifying and evolving rapidly into a multi-billion dollar indus

try. With the passing of Title III changes under the JOBS A

ct, real estate crowdfunding has established itself as a major game changer

. By reshaping and shifting the way individuals fi

nd and invest in properties, and by introducing tech-based solutions and r

emoving some of the most challenging barriers to real estate inv

esting, real estate crowdfunding has opened new doors for both investors and borr

owers alike. But with the marketplace abuzz with new crowdfunding plat

forms, how can investors and borrowers cut through the noise, de

termine the best deal structures and investable projects for the best risk-adjus

ted returns? Find the answers at iGlobal Forum’s 5

th Real Estate Crowdfunding Summit wher

e investors, real estate developers and the t

op crowdfunding platforms will gather under one roof to share latest insight

s and best practices in raising capital successfully for deals in this bur

geoning marketplace.

Kind regards, iGlobal Forum Team

5

th

Real Estate

CROWDFUNDING

SUMMIT

JUNE 22

2017

nd

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3

5

T H

R E A L E S T A T E C R O W D F U N D I N G S U M M I T |

www.iglobalforum.com/crowdfunding5

AGENDA

THURSDAY, JUNE 22

ND

, 2017

8:00 am

REGISTRATION AND NETWORKING

BREAKFAST

8:45 am

CHAIRPERSON’S WELCOME AND OPENING

REMARKS

Markley S. Roderick, Shareholder, FLASTER GREENBERG

9:00 am

REAL ESTATE CROWDFUNDING: CURRENT

OPPORTUNITIES AND TRENDS IN A

BURGEONING ARENA

• Current economic real estate environment and crowdfunding trends you need to watch in 2017

• Review of the one-year history post Title III changes under the JOBS Act • How is technology changing the landscape of real estate crowdfunding

and making it a global marketplace?

• Key drivers and players in the real estate crowdfunding turf and standing out in a crowded market

• Coverage of Title II, Rule 506(c) and Title IV Reg A+ capital raises and how they are bringing real estate crowdfunding to maturity?

Melanie Pennell-Mayer, President, ASSOCIATED VENTURES. Bill Lanting, Vice President of Commercial Debt, REALTY SHARES Michael Episcope, Principal, ORIGIN INVESTMENTS

Seth Wilson, Director, Energy & Economic Development, CUTTING EDGE CAPITAL

Moderator:

Markley S. Roderick, Shareholder, FLASTER GREENBERG

9:45 am

FINDING THE GEM: KEY FACTORS TO

CONSIDER WHEN CHOOSING A

CROWDFUNDING PLATFORM

• Should you choose a platform and if so which platform? Different investment types and opportunities, models and requirements of different platforms and which is right for you

• Understanding investor and bankruptcy protection and if there is strong venture capital backing

• Leveraging high transparency, co-investment and pre-funding to your advantage

• Buyer beware: uncovering hidden fees, inadequate volume and broker sites in disguise to avoid making a costly mistake

• An overview of the top real estate crowdfunding platforms today

Jim Borzilleri, President, CROWD ENGINE, INC.

Mark J. Weinstein, President & Founder, MJW INVESTMENTS Jonathan Chang, Director of Investments, PACIFIC CASTLE Adam Kaufman, Co-Founder & Managing Director, ARBORCROWD

Moderator:

Jor Law, Co-Founder, VERIFYINVESTOR.COM & HOMEIER LAW PC

10:30 am

MORNING NETWORKING BREAK

*1-on-1 Networking Session: Alongside the networking break, we will

be running a series of concise meetings, where investors, developers, and platform leaders will connect and evaluate the potential for mutual business endeavors.

(Pre-registration is required to attend this session.)

11:00 am

BORROWER’S INSIGHTS ON

CROWDFUNDING-GOING FROM A LISTING

TO A FUNDED DEAL

• What are the regulatory requirements and compliance issues affecting borrowers and developers?

• Understanding the differences between platform types: fl exibility in types of properties listed, fi nancing offered, access to new investors, capital, costs and time frame

• Determine how to best use crowdfunding to fi t into the capital stack, and other forms of funding to pairing it with to successfully raise enough per project • Strategies on staying competitive with crowdfunding, keeping costs below

market and how to close deals quickly

• How do you ensure that the exit of an investor does not affect cash fl ow of the project?

Brandon D. Smith, Vice President, CBRE

Mark Mascia, President & CEO, MASCIA DEVELOPMENT, LLC. Brian Shniderson, President & CEO, CAPITAL 360, LLC

Alexander Philips, Chief Executive & Investment Offi cer, TWINROCK PARTNERS

Moderator:

Eddie Lorin, Managing Partner & Co-Founder, STRATEGIC REALTY HOLDINGS LLC & IMPACTHOUSING.COM

11:45 am

INVESTOR’S PERSPECTIVE IN THE CURRENT

REAL ESTATE CROWDFUNDING MARKET

• Crowdfunding as an important tool for investment portfolio diversifi cation • Equity or debt investments for crowdfunding and investor expectations of

risk vs. return

• Investor’s perspective on deal structures, increased transparency, accessibility, exit strategy and tax benefi ts

• What are some of the key exit strategies that real estate crowdfunding platforms have adopted to offer their investors? A look at Reg A+, VC backing, private offerings

• Knowing the conversion rates of returning investors as a representation for likely future returns

Mark Crawford, President, CRAWFORD PARK FINANCIAL

Gary Mozer, Principal, Managing Director, GEORGE SMITH PARTNERS Jeremy Roll, President, ROLL INVESTMENT GROUP

Moderator:

Sanford Coggins, Founder/CEO, VISIONWISE CAPITAL

12:30 pm

NETWORKING LUNCHEON

1:45 pm

ROUNDTABLE DISCUSSIONS

These sessions will provide you with a unique opportunity to discuss the most pertinent business strategies and trends with your peers in the real estate crowdfunding industry. These sessions are designed to allow you to share your expertise with a small, intimate group of attendees, and directly interact with experts leading the sector. Choose between one of the following topics:

ROUNDTABLE 1

Cutting Through the Noise and

Attracting Investors Through Clever

Marketing

• Building your online and offl ine networks and developing relationships with potential investors

• Differentiating yourself by developing your online presence and creating buzz around your projects through clever combination of ads, PR and social media strategies

• Examining which “untapped markets” are being reached and how • Demonstrating that you have the skills and commitment to deliver

the deal

Gene Massey, Chairman/CEO, MEDIASHARES.COM

Mark F. Thimmig, Chairman, CEO, CONSERVACO, LLC/THE IGNITE AGENCY

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ROUNDTABLE 2

The New World of Non-Accredited

Crowdfunding: Opportunities and

Lessons Learned

• Non-accredited Title III crowdfunding: investor caps, investor wealth determination, fi nancial disclosure requirements and compliance certifi cations

• Best practices in creating a practical crowdfunding model for real estate developers and syndicators while offering investor protection • Discussion on how Titles III and IV are playing out in the real

estate arena

• Liquidity options: minimum holding periods, marketability, and availability of secondary markets

• How have capital-intensive assets worked around restrictions and limits for non-accredited investors?

Seth Wilson, Director, Energy & Economic Development, CUTTING EDGE CAPITAL

Eddie Lorin, Managing Partner & Co-Founder, STRATEGIC REALTY HOLDINGS LLC & IMPACTHOUSING.COM

2:30 pm

AFTERNOON NETWORKING BREAK

2:25 pm

THE PLATFORM PITCH REVIEW: A

LIVE ANALYSIS OF CURRENT, INVESTABLE

CROWDFUNDING DEALS

A live, highly interactive session where two participants will pitch their real-life real estate crowdfuding projects to a panel of three distinguished judges active in the crowdfunding space. The judges will perform a live assessment of the crowdfunding projects, and discuss what they look for – and what they steer clear of – in

platforms and online investment opportunities. Criteria on which deals will be judged include timeline, budget, zoning, project budget, capital structure, projections, bank and contingency fi nancing, market analysis, sponsor analysis and deal structure.

Sanford Coggins, Founder/CEO, VISIONWISE CAPITAL Amy Wan, CEO, BOOTSTRAP LEGAL

Amy Kirsch, Director of Investor Relations, REALTY SHARES

3:30 pm

WHAT’S NEXT FOR REAL ESTATE

CROWDFUNDING? FINDING REAL

RETURNS IN AN EVOLVING MARKETPLACE

• A look at the leading sectors, markets and specialized niches presenting favorable crowdfunding opportunities

• Comparing fundraising opportunities in commercial vs. residential projects, ground-up developments vs. acquisitions

• Crowdfunding in an economic downturn – overcoming potential challenges and obstacles

• The impact of consolidation on the crowdfunding space and why only a handful of platforms will survive while others disappear

Amy Wan, CEO, BOOTSTRAP LEGAL

Steven Waldman, Co-Founder CROWD REALTY ADVISORS J.J. Mueller, Principal, HOMEROCK, LLC

Moderator:

Michael Mayer, Managing Member & CEO, ASSOCIATED VENTURES

4:15 pm

CHAIRPERSON’S SUMMARY & NETWORKING

RECEPTION

AGENDA

THURSDAY, JUNE 22

ND

, 2017

LUNCHEON WORKSHOP

12:45 pm to 1:45 pm

A SUCCESSFUL ROADMAP TO INVESTING IN REAL

ESTATE CROWDFUNDING

Nick Bhargava

Co-Founder

GROUNDFLOOR

Workshop Leader:

Nick is a co-founder of GROUNDFLOOR, a crowdfunding platform focused on providing opportunities to fi nance high quality real estate projects. An expert in securities law, Nick was heavily involved in the JOBS Act as an early pioneer who advanced the concept of crowdfunding and was a member of the Crowdfunding Leadership Group. He was also a co-founder of Motaavi, one of the fi rst crowdfunding entrants. Nick has taught at General Assembly, and has been interviewed by numerous national news publications on crowdfunding. He’s also one of the leaders of the NC JOBS Act team, promoting a state level crowdfunding exemption in North Carolina, expected to pass in 2014. His years in fi nance have included work for the Financial Services Roundtable, SEC, FINRA, TD Waterhouse and RBC Financial Group. Nick received his LLM at Duke University School of Law and holds a BS in Biological Sciences and Business from the University of Alberta.

What will be covered:

• Choosing your platform carefully - strengths and

weaknesses of different platform to determine the best fi t

for you

• Reviewing investments – understanding the details of

a specifi c deal with the help of a fi nancial advisor or

fi duciary to preempt any potential issues

• Liquidity – understanding different liquidity schedules and

unique return profi les for each individual investment

• Risk – diversifying holdings as well as risk by determining

whether debt or equity investments are more appropriate

• An overview of industry’s best practices in real estate

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5

5

T H

R E A L E S T A T E C R O W D F U N D I N G S U M M I T |

www.iglobalforum.com/crowdfunding5

Terms and Conditions

Payment Policy

• Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.

• Your registration will not be confi rmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

• You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.

• For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.

• For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.

• In the event that iGlobal Forum postpones an event, delegate payments at the

postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.

YES! Please Register Me:

NAME _______________________________________________________________________________________________________________________________________________________________________________________________

JOB TITLE __________________________________________________________________________________________________________________________________________________________________________________________ ORGANIZATION _____________________________________________________________________________________________________________________________________________________________________________________

A D D R ESS __________________________________________________________________________ CITY _________________________________________________________ STATE _________________________ ZIP __________________ PHONE__________________________________________________________________________ E-MAIL _____________________________________________________________________________________________________________

Charge my Amex Visa Mastercard Discover

Card #___________________________________________________________________________________________ Exp. Date _________/_________ CVM Code __________________

Conference only Workshop only Conference & Workshop One- on - One Network Pass

I cannot attend, but please keep me informed of all future events.

I am interested in speaking opportunities, sponsorships and exhibiting at the event.

• iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fi re, labor strike, extreme weather or other emergency.

• Please note that speakers and topics were confi rmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

• All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.

• Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.

• All discount offers cannot be combined with any other offer.

• To accommodate attorneys applying for CLE credits on this event, we offer discounted rates for specifi c salary ranges and areas of practice. Please see additional downloadable affi rmation and registration form for rates and deadlines.

EASY TO REGISTER:

Web: www.iglobalforum.com/crowdfunding5

Email: info@iglobalforum.com

Call: 212.752.7760

Fax: 212.202.4220

5

th

Real Estate

CROWDFUNDING

SUMMIT

JUNE 22

2017

nd

CALIFORNIA

May 10, 2017

$699

$199

$995

$199

May 25, 2017

$799

$249

$1,095

$199

June 10, 2017

$899

$299

$1,195

$199

June 22, 2017

$999

$349

$1,295

$199

REGISTER CONFERENCE LUNCHEON FULL CONFERENCE & NETWORKING

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