LAST CHANCE BayPay event: Our Panelists - Crowdfunding - Status and Opportunities - Jan 21, 2014 - Menlo Park, CA

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BayPay Event: Crowdfunding 2.0: The Disruption of Raising Capital

January 21, 2014 - Menlo Park, CA
From 6pm to 9pm
 
 
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Dear BayPay Members,

big data definition

 

The passage of the JOBS Act has disrupted the investment market, and will change the landscape of fundraising as we know it. This session will discuss the passage of the JOBS Act, the regulatory and compliance risks, and the future of raising capital. The event provides attendees with take-home insights into the challenges and opportunities around crowdfunding today and beyond.

 

A panel of distinguished industry experts will discuss their diverse perspectives on opportunities and risks related to this new way of raising capital, how we got here and what's ahead of us. View their bios below or on our website.

 

This session will be particularly useful for entrepreneurs who are faced with the problem of funding their venture or projects and also for executives interested in learning about business opportunities in this novel space where still a lot of friction exists to make smooth payments.

 

The event will be hosted in Orrick's Silicon Valley Office (1100 Marsh Road, Menlo Park, CA) on January 21, 2014 from 6:00 pm to 9:00 pm.

We want to thank our host Orrick for their accommodation.

 

Speakers and Panelists:


James Alexander
Director at CircleUp.


James Alexander

James Alexander served on the executive team of Prosper Marketplace, where he was responsible for attracting institutional capital to the peer-to-peer lending platform.  He was also head of business development at Colchis Capital Management, among the largest lenders on the LendingClub and Prosper platforms, managing an estimated $400 million.  He recently joined CircleUp, where he is responsible for the family of funds, enabling actively managed access to a broad range of consumer product companies.   

James has significant financial services industry experience in principal investing, sales, marketing and business development across various asset classes.  During his career he has worked at notable institutions including Goldman Sachs, Nomura and Royal Bank of Canada.  He was also the Co-Founder and Managing Partner of Alternative Capital Associates, a Swiss merchant bank. 

 

Sanj Goyle CEO at Bancbox

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Prior to Bancbox, Sanj spent several years in Yahoo where he led the performance marketing team that developed and operated Yahoo's Cost-per-Lead (CPL) line of business which launched multiple products (such as Yahoo Tagline in Yahoo Mail, Yahoo Cross Sell in Yahoo Games etc). Sanj started his career as a corporate attorney specializing in Corporate Securities, M&A, and Privacy and he has considerable experience with the privacy and legal issues related to the marketing of consumer finance products.
Sanj is a licensed real estate broker in California, and is a Certified Information Privacy Professional. Sanj graduated from Boston University School of Law (magna cum laude) and Duke University.

 

Roger Royse Attorney at Royse Law Firm

Roger RoyseRoger Royse, the founder of the Royse Law Firm, works with companies ranging from newly formed tech startups to publicly traded multinationals in a variety of industries, including technology, entertainment and new media, sports, real estate and agri-business. Roger regularly advises on complex tax structuring, high stakes business negotiations and large international financial transactions. Practicing business and tax law since 1984, Roger’s background includes work with prominent San Francisco Bay area law firms as well as Milbank, Tweed, Hadley and McCloy in New York City. Roger is a participating instructor of corporate law for the Center for International Studies (Salzburg Austria) and has been an adjunct Professor of Taxation (Property Transactions and International Taxation) for Golden Gate University. Roger is the founder of the philanthropic organization “Team Motion to Dismiss Cancer” which conducted high profile auctions of meetings with venture capitalists to raise money for charity and has been recognized for his efforts on behalf of The Leukemia & Lymphoma Society by being named the 2012 San Francisco Bay Area Chapter Man of the Year. Roger is the author of the recently published Dead on Arrival: How to Avoid the Legal Mistakes That Could Kill Your Startup, sits on the boards of advisors and mentors to several funds, accelerators and tech companies and takes an active role in the strategic planning decisions of his clients. Roger also acts as trusted advisor to a national and international clientele of high net worth individuals. Roger is a Northern California Super Lawyer, is AV Peer-Rated by Martindale Hubbell, has a “Superb” rating from Avvo and is a recipient of the Intercontinental Finance 2013 500 Leading Lawyers Award.

 

Greg Ryan CEO at Daric

Greg RyanMr. Greg Ryan serves as the Chief Executive Officer of Daric, Inc.  As Chief Executive Officer, Mr. Ryan conceptualized the idea for the venture, secured seed funding from top investors, recruited top engineering talent, oversaw the construction of the platform, and launched with record aggregation of quality borrowers. Mr. Ryan earned a Bachelor of Arts degree from Santa Clara University.  

 


Joy Schoffler 
Principal at Leverage PR.

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Joy Schoffler, Principal of Leverage PR, is a nationally recognized author and speaker in the emerging Crowdfunding industry. Within Leverage, Joy oversees day to day operations and directs strategy for all Leverage PR accounts. Prior to launching Leverage PR, Joy consulted to and worked with a number of growth phase firms including serving as Director of Acquisitions for the two-time Inc. Award winning Investment firm, The PPA Group. Companies Joy has worked with have been acquired, raised large amounts of capital, secured Fortune 500 accounts (from start-up phase) and have experienced tremendous growth through creative messaging and dynamic traditional and new media strategies.

 

Tim Sullivan CEO at Microventures.

Tim Sullivan

As Chief Executive Officer of MicroVentures, Tim Sullivan is accountable for the strategic direction and functional execution of business objectives.  Formerly, as President of Sharespost Financial Corporation, Tim built the team and trading infrastructure which was responsible for Sharepost's preeminent position in today's secondary market. Tim transacted with over 30 private issuers, representing over $1B in transactions, resulting in over $30mm in revenue to Sharespost.   Previously, Tim has held leadership roles at Susquehanna Financial Group, Oracle, and IBM.  Throughout Tim's career, he has managed more than $3B worth of private equity transactions and enjoys a consistent track record of surpassing expectations.   Tim has a Bachelor of Art in Political Science from Colgate University and while at Colgate, he founded, coached, and played on their water polo team.  He currently sits on the board of the Montessori Children's House and he holds FINRA Series 7, 24, 66, 79, and 99 licenses. Tim is based in our San Francisco office. 

 

Ray Sturm Co-founder and COO at RealtyShares

Ray Sturm

Ray began his career in finance, working in investment banking first on the Acquisition Finance team at Bear Stearns and then the Restructuring team at Lazard Frères. From there, he joined CCMP Capital as a private equity investment professional. While at CCMP, Ray evaluated both company and infrastructure investments in a variety of industries in both North America and Europe. Most recently, Ray was the Director of Business Development at a multinational corporation, leading partnership and integration efforts. Ray holds an MBA from the University of Chicago Booth School of Business, a JD from the University of Chicago Law School, and a BBA in Finance from the University of Notre Dame. In his spare time Ray enjoys camping, road trips and producing wine.

 

Andrew D. Thorpe Partner at Orrick

Andrew Thorpe

Andrew Thorpe, a partner in Orrick's San Francisco office, is a member of the Corporate group.  Mr. Thorpe’s practice focuses on securities regulation, public offerings, mergers and acquisitions and corporate governance.  His diverse industry experience spans semiconductors, software, life sciences, medical devices, clean technology, financial services, telecommunications, and the Internet. Prior to entering private practice, Mr. Thorpe worked in the Division of Corporation Finance of the Securities and Exchange Commission, where he was responsible for reviewing public companies' Securities Act and Exchange Act filings. From January 2001 to April 2005, Mr. Thorpe served as special counsel with the Office of Rulemaking within the Division of Corporation Finance. While in this position, he played a significant role in drafting many of the regulations emanating from the Division, including those mandated by the Sarbanes-Oxley Act of 2002.

 

Select the registration link below to register for this event.

 

 

Register Now

 

 Thanks to our Sponsors:

Bancbox
Orrick

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