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Innovation | Investors | Entrepreneurship | Thursday, March 3, 2016 - Toronto 


Join us at the Foremost Destination for Leaders in the Canadian Crowdfunding Economy

Full conference agenda and registration at www.crowdfundingsummit.ca

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Wednesday, March 2
 

17:30

VIP Networking Reception - SOLD OUT!
Limited Capacity seats available

Join us for a pre-event VIP networking reception and kickoff to the 2016 Canadian Crowdfunding Summit at The Spoke Club (Portland Room)!

http://www.thespokeclub.com/

 


Wednesday March 2, 2016 17:30 - 19:30
The Spoke Club 600 King St. West Toronto, ON
 
Thursday, March 3
 

07:30

Registration and Continental Breakfast
Thursday March 3, 2016 07:30 - 08:30
Lower Concourse MaRS Discovery (101 College St., Toronto)

08:30

Opening Remarks
Moderators
avatar for MC: Michael Bancroft

MC: Michael Bancroft

Executive Producer, Bloomberg TV Canada
Michael is the co-host of The Feed with Amber Mac and Michael B on SiriusXM, channel 167. He is also the Executive Producer of Bloomberg TV Canada. For four seasons, he was presenter and show producer of the internationally distributed digital lifestyle TV show App Central for the CTV Television Network. | | Michael has also produced for the Business News Network (BNN), Canada's national television news network dedicated to... Read More →

Speakers
avatar for Craig Asano

Craig Asano

Founding CEO, National Crowdfunding Association of Canada
Craig Asano is the Founder and Executive Director of the National Crowdfunding Association of Canada (NCFA Canada), a cross-Canada non-profit with the mandate to provide education, advocacy and networking opportunities in the rapidly emerging crowdfunding industry. NCFA Canada works closely with industry partners, technology platforms, academia, affiliate groups and business associations to create a strong and vibrant crowdfunding industry and... Read More →
avatar for Tim Jackson

Tim Jackson

EVP Corporate and Community Development, MaRS Discovery District
Tim Jackson is the EVP Corporate and Community Development and Lead Executive, MaRS Centre for Impact Investing. He comes to MaRS most recently from the University of Waterloo, where he served as the vice-president of university relations, with responsibility for the offices of communications and public affairs, government relations, and community relations and events. Tim has an extensive background as an entrepreneur... Read More →


Thursday March 3, 2016 08:30 - 08:40
Auditorium MaRS Discovery (101 College St., Toronto)

08:40

Official Opening of the 2nd Annual 2016 Canadian Crowdfunding Summit
Speakers
avatar for Hon Charles Sousa

Hon Charles Sousa

Minister of Finance, Ontario Ministry of Finance
Charles Sousa is Ontario’s Minister of Finance and the Member of Provincial Parliament (MPP) for the riding of Mississauga South. Charles also serves as Vice-Chair of Treasury Board and Management Board of Cabinet. Charles was first elected in October 2007. He has held positions as Minister of Citizenship and Immigration, Minister Responsible for the 2015 Pan & ParaPan American Games, Minister of Labour and Chair of Treasury... Read More →


Thursday March 3, 2016 08:40 - 08:50
Auditorium MaRS Discovery (101 College St., Toronto)

08:50

KEYNOTE: What Does It Take for Crowdfunding to Succeed in a Country?
Bill Morrow, Founder and CEO of Angels Den
 

One of the UK's most successful alternative finance leaders discusses what it takes for a Crowdfunding ecosystem to thrive in a country, and not just exist. There is an implied assumption from most crowdfunding platforms that startups "just" need cash to get up and running... but what happens when you actually give them what they want? With an 80% failure rate being the norm, how does Angels Den achieve less than 10% failure rate in the startups they source, incubate, mentor and invested in?  Does Canada want a mechanism where it throws money at half cooked deals or does it really want to engender a sustainable ecosystem?

This is a pivotal moment for Canada.  The Future is NOW.

Speakers
avatar for Bill Morrow

Bill Morrow

CEO/Founder, Angels Den
Serial entrepreneur, Bill Morrow, has been creating, building and selling businesses | for the last 25 years. He is CEO & Founder of Angels Den, the UK’s largest angel-led  | crowdfunding platform, and he has recently been named the most influential person  | in alternative finance by City AM.  | | Angels Den operates across 10 countries with another 3 coming on stream this year.  | Bill started his working life... Read More →



Thursday March 3, 2016 08:50 - 09:10
Auditorium MaRS Discovery (101 College St., Toronto)

09:10

Canadian & Global Markets: Market Data, Trends and Key Indicators
Speakers
avatar for Douglas Cumming

Douglas Cumming

Venture Capital Professor, Schulich School of Business
Douglas Cumming, J.D., Ph.D., CFA, is a Professor of Finance and Entrepreneurship and the Ontario Research Chair at the Schulich School of Business, York University. His research spans areas that include entrepreneurship, entrepreneurial finance, venture capital, private equity, IPOs, law and finance, market surveillance and hedge funds.  He was promoted to the position of Co-Editor of Entrepreneurship Theory and Practice in 2011... Read More →
avatar for Teri Kirk

Teri Kirk

CEO, Funding Portal
Teri Kirk is Founder and CEO of Funding Portal Inc. where she has overseen the growth of North America's leading platform for companies seeking improved access to funding, including government incentives, capital and financing markets. She has 25 years’ experience as a lawyer, executive and entrepreneur. As Vice President, Business Development, Bell Canada, she led important national e-commerce initiatives with federal, provincial... Read More →


Thursday March 3, 2016 09:10 - 09:25
Auditorium MaRS Discovery (101 College St., Toronto)

09:25

The Sharing Economy: 3 Things I Learned About Disruptive Innovation as an UberX Driver

The 3 things I learned about disruptive innovation as an UberX driver 

Ted Graham spent much of 2015 getting hands on with the sharing/crowd economy with a notebook by his side. He has applied some of those lessons to PWC (his own 167 year old company) but also saw a wider opportunity to apply some of these lessons across a multitude of industries on the cusp of disruption. His first hand account was initially released as a widely read LinkedIn post, then a TEDx Talk and is now part of his forthcoming book called "The Uber of Everything" to be released this year.


Speakers
avatar for Ted Graham

Ted Graham

Innovation Leader, PwC
Ted Graham is the Innovation leader at PwC Canada where he helps to turn ideas into invoices. He is also founder of the South Core Innovation Hub, a collaborative group of innovation leaders from Toronto's unique waterfront area. Member organizations include large banks, start-ups, public transportation - all of whom are looking to make a substantial impact on their companies and communities. Prior to PwC Ted was a McKinsey... Read More →


Thursday March 3, 2016 09:25 - 09:35
Auditorium MaRS Discovery (101 College St., Toronto)

09:40

Trust and Transparency in the Internet of Money
Bernd Petak, Co-founder and COO, Finstripe

In this period of looming unprecedented change in the financial world, the words Trust & Transparency loom large as key descriptors of how the landscape will change. Current financial industry players such as the major banks insist that they are already the reliable stewards of these values. This talk will directly compare the old guard with the incoming new technology driven upstarts in crowdfunding, branchless banking, lending/investment and the blockchain. Who do we trust now whether we know it or not, and who or what will we have to trust in the future? What does transparency mean now, and what can we expect in a more technology-driven financial future?

Speakers
avatar for Bernd Petak

Bernd Petak

COO/Co-founder, Finstripe
Bernd Petak is an entrepreneur, advisor, mentor, corporate director and investment professional to early and mid-stage internet-driven technology companies and their investors. Bernd is a former Deloitte partner, due diligence officer, investor and two-time startup founder. He is co-founder and COO of Finstripe, a network for global enterprise-level financing professionals and sits on the board of directors for Screenscape, a leading provider... Read More →


Thursday March 3, 2016 09:40 - 09:50
Auditorium MaRS Discovery (101 College St., Toronto)

09:55

Diversity in Crowdfunding: Unlocking Exponential Value
We live in an increasingly mulit-cultural world, but our financial institutions are woefully behind the times. Women, minorities and other groups outside the mainstream have a hard time raising capital. Can crowdfunding break down barriers and unleash the creative potential of diverse entrepreneurs? 

Speakers
avatar for Amy Cortese, Keynote Speaker, Locavesting

Amy Cortese, Keynote Speaker, Locavesting

Founder, Locavesting
AMY CORTESE is an award-winning journalist who writes about topics spanning business, finance, food and travel. She is a frequent contributor to the New York Times and a former editor at Business Week. Her book, Locavesting: The Revolution in Local Investing and How to Profit From it (John Wiley & Sons, 2011), was one of the pioneering books about the local investing and community capital movement. It draws upon her experience covering these... Read More →



Thursday March 3, 2016 09:55 - 10:10
Auditorium MaRS Discovery (101 College St., Toronto)

10:10

What P2P Lending Means For The Future Of Banking
Both internationally and on our own shores, the world of banking is changing dramatically. Technological innovation has allowed new companies to deliver the same services as banks in a much more efficient manner, ultimately creating far better outcomes for its' end users. The creation of truly liquid and democratized financial markets for people across the world through new platforms will displace the traditional banks and span the creation of a new, more efficient and more transparent financial world​.

Speakers
avatar for Cato Pastoll

Cato Pastoll

CEO/Co-founder, Lending Loop
Cato Pastoll is the CEO and Co-Founder of Lending Loop, Canada's first peer-to-peer lending marketplace for business lending. Prior to starting Lending Loop, Cato served as the Executive Vice President of a medium sized software consulting business. In addition to holding a senior management position, he attained experience building and managing robust commercial applications. Cato also brings relevant industry experience from his time developing... Read More →



Thursday March 3, 2016 10:10 - 10:25
Auditorium MaRS Discovery (101 College St., Toronto)

10:25

Networking Break (20 mins)
Thursday March 3, 2016 10:25 - 10:45
Lower Concourse MaRS Discovery (101 College St., Toronto)

10:45

Crowdfunding for Virtual Reality: A Billion Dollar Opportunity?
The rise of virtual reality is analogous to the birth of television, with the promise of consumer experiences and commercial applications well beyond those currently available. Even without established fundraising, production, and distribution channels, this nascent market is experiencing massive hype with breathless media stories. Join us as we discuss how crowdfunding is enabling this emerging ecosystem to grow and develop, with a billion dollars in crowdfunding market activity right around the corner.

Speakers
avatar for Christopher Charlesworth

Christopher Charlesworth

Co-Founder and CEO, HiveWire
Christopher Charlesworth holds an MBA from the Joseph L. Rotman School of Management, The University of Toronto, and an Honours Bachelor of Political Science from The University of Western Ontario. Christopher has worked as a management consultant in Indonesia, Canada, and the United States across several practice areas, including financial services, marketing, and social media. As Co-founder and CEO Christopher works to create value for... Read More →


Thursday March 3, 2016 10:45 - 11:00
Auditorium MaRS Discovery (101 College St., Toronto)

11:00

How Equity Crowdfunding Will Change Private and Public Markets Forever
How Equity Crowdfunding will change Private and Public Markets forever

Equity crowdfunding is a logical phenomenon: the use of today’s technology to facilitate a market based on sharing information online to make transactions easier, more efficient and therefore scalable. This talk will look into how equity crowdfunding will change the private capital markets. How it will create a new capital market where young companies compete for investment dollars and professional and regular investors compete for promising investment opportunities. But how does a company deal with a substantially larger number of shareholders? And what about the absence liquidity for these shareholders? This talk will also put equity crowdfunding in the context of opportunities and benefits of the public markets. Raising seed capital, growth capital, and listing on a public venture exchange, equity crowdfunding will redefine the entire funding cycle.

Speakers
avatar for Peter-Paul Van Hoeken

Peter-Paul Van Hoeken

CEO, Frontfundr
Peter-Paul is Founder and CEO of FrontFundr, a FinTech company focused on connecting private companies with the wider investor community through innovative online funding and investment solutions. He has over 15 years of experience in finance, investment management and business consultancy. He worked in Vancouver as director business development with a finance & investment company in the renewable energy space and... Read More →



Thursday March 3, 2016 11:00 - 11:15
Auditorium MaRS Discovery (101 College St., Toronto)

11:15

Generation #Selfie

Millennials, or Generation Selfie as we like to call them, are technology driven creatures who adapt and adopt to anything new and groundbreaking...as long as it has value. If they dig something, the world digs it too. Their influence is vast and they are changing the universe, one product at a time. Generation Selfie is a complimentary tag for a tribe that protects their territory and sphere like a wild animal. There are 9 million of these creatures in Canada who now embody the largest working demographic, and the kicker is, they hold large amounts of disposable income which they carefully consider how to spend. They are a like-minded species who come alive at night. They are the most diverse generation to date, from hipsters to country lovers. Generation Selfie can often be found in their parent's basement and unlike any other generation before them, they are completely comfortable with that. They love community, cause related initiatives and relevant movements that can truly change our planet. They are the movement of change. Jump on board and enjoy the ride!

All of the above applies, however, even more when we start drilling into the millennial mindset on the financial industry. As we say here at LendingArch – Think Outside The Bank!​


Speakers
avatar for Ryan Laidlaw

Ryan Laidlaw

FinTexpert, Lending Arch
Ryan Laidlaw is LendingArch’s leading FinTexpert and millennial insider. His ability to synthesize information within the financial technology platform is a critical component to the brand’s global positioning. Ryan’s knowledge of the industry helps LendingArch keep its finger on the marketplace pulse and drives new initiatives, new technology tools and new customer experiences. Ryan also leads the Investor Relations team for... Read More →
avatar for Sophie Nicolaou

Sophie Nicolaou

Head of Marketing and PR, Lending Arch
Sophie Nicolaou is the Head of Marketing and PR for LendingArch. She has worked in multiple business channels and has successfully led go-to market strategies for Fortune 500 brands in entertainment, broadcast media, sports, beauty and retail. At LendingArch, Sophie and her team drive the customer growth strategy and frame the creative branding initiatives across online and offline portals. Their bold and fearless approach to campaigns is... Read More →


Thursday March 3, 2016 11:15 - 11:30
Auditorium MaRS Discovery (101 College St., Toronto)

11:30

Fireside Chat with Crowdfunding Rockstars
Join Mark Evans for a fireside chat with 3 of this year's biggest crowdfunding rockstars as they share their stories of raising capital online (through both rewards-based campaigns as well as equity crowdfunding), lessons learned, and how they're keeping up with fulfillments post-campaign.
  1. Daniel Blumer, co-founder and CEO of Revol Technologies Inc, who raised over $2.6 million USD for their Revols product on Kickstarter - currently Canada's largest crowdfunding campaign
  2. Behrouz Hariri, co-founder and product lead of Smart Nora, who raised more than $1 million USD in pre-orders through Kickstarter
  3. Judeh Siwady, founder & CEO of Spacefy, who opted for non-traditional financing and raised over $300K in equity crowdfunding on InvestX

Moderators
avatar for Mark Evans

Mark Evans

Principal, ME Consulting
Mark Evans is the principal with ME Consulting, which helps startups and entrepreneurs tell better stories (aka marketing). Before starting his consulting business, Mark was an award-winning reporter for the National Post, Bloomberg and the Globe & Mail. His most recent book, Storytelling for Startups, provides entrepreneurs with insight on how to harness the power of story-driven marketing.

Speakers
avatar for Daniel Blumer

Daniel Blumer

CEO/Co-founder, Revol Technologies Inc.
Daniel is the co-founder and CEO of Revol Technologies Inc, a Montreal based startup that is working on creating the perfect pair of custom-fit earphones. Daniel and his team raised over $2.6 million USD for their Revols product - Bluetooth earphones that mold to the contours of a person’s ears, earning them the new record for Canada's top crowdfunding campaign. | | Daniel earned his MBA from Queens University and has an extensive... Read More →
avatar for Behrouz Hariri

Behrouz Hariri

Co-founder, Smart Nora
Behrouz is the co-founder and product lead for Nora, the non-invasive and smart snoring solution. With a modern solution to an age-old problem, to date the team behind Nora has raised more than $1 million USD in pre-orders. | | Prior to launching Nora, Behrouz honed his skills at some of the world's top design firms. He has worked in 7 countries on a wide range of complex projects. A sustainable franchise to deliver essential services in... Read More →
avatar for Judeh Siwady

Judeh Siwady

Founder and CEO, Spacefy
Spacefy connects creative people with spaces. Harnessing the power of the sharing economy, Spacefy gives creators access to unique and underutilized spaces while allowing space owners to further monetize their spaces.As Founder and Lead on Product and Operations, Judeh makes sure that the Spacefy ship doesn’t hit any icebergs and safely navigates uncharted waters. Having a robust background in business operations, Judeh has nearly a decade’s... Read More →


Thursday March 3, 2016 11:30 - 12:00
Auditorium MaRS Discovery (101 College St., Toronto)

12:00

Industry Experts and Regulatory Perspectives: What to Expect in 2016?
Moderators
avatar for Alixe Cormick

Alixe Cormick

President, Venture Law Corporation
Securities Lawyer and Advisor, Founder of Venture Law Corporation who works with privately-held and public companies, mergers and acquisitions, private placement investments, financial transactions, reverse mergers, initial public offerings and licensing matters, as well as general corporate matters.

Speakers
avatar for Daryl Hatton

Daryl Hatton

CEO, Sponsifi & FundRazr
Daryl Hatton, CEO of award winning international crowdfunding company FundRazr and of the innovative sponsored crowdfunding company Sponsifi has founded multiple start-ups and helped bring one to a successful NASDAQ IPO in 1999. He actively serves as board member or advisor to handfuls of other hot companies in Canada. In addition, he is a Director and Crowdfunding Ambassador for the National Crowdfunding Association of... Read More →
avatar for Monica Kowal

Monica Kowal

Vice Chair, Ontario Securities Commission
Monica Kowal has over 25 years of experience in capital markets law and policy spanning both the public and private sectors. Most recently, Ms. Kowal continues to play a leading role on the Cooperative Capital Markets Regulatory System initiative as well as other major policy initiatives of the Ontario Securities Commission. Before becoming Vice-Chair, Ms. Kowal was General Counsel of the OSC, building a 15 person in-house legal, policy and risk... Read More →
avatar for Jason Saltzman

Jason Saltzman

Partner, Dentons Canada LLP
Jason Saltzman practises corporate finance and securities law, with an emphasis on securities offerings, mergers and acquisitions, private equity and venture capital transactions, as well as all other aspects of corporate and securities law.Jason works with both established and emerging companies world-wide, primarily in the mining, technology, life science, cleantech (including renewable energy, water tech and ag tech), industrial, mid-tech... Read More →
avatar for Kevin Sandhu

Kevin Sandhu

CEO, Grow
A former investment banker and private equity investor. He left Bay Street to found Grow out of a deeply rooted belief that Canadians deserve better financial services. The existing landscape of banks and financial institutions fail to provide the quality of service that people expect. Watching from afar as consumer debt levels in Canada continued to rise, he devised a way to employ modern technology to deliver financial products that solved... Read More →


Thursday March 3, 2016 12:00 - 12:30
Auditorium MaRS Discovery (101 College St., Toronto)

12:30

LUNCH & LEARN Hosted by R2CROWD: How to achieve 8-12% annual ROI in Commercial Real Estate through Crowdfunding
Speakers
avatar for Chad Gemmell

Chad Gemmell

Co-founder, R2CROWD
Chad is the co-founder of R2CROWD, Canada’s first national commercial real estate online-marketplace that allows people to invest directly into commercial real estate assets that are operated by experienced and qualified sponsors. He is responsible for strategic direction, business development, operations, and sits on R2CROWD’s Board of Directors and Investment Committee.   Chad Gemmell is also a VP in the Debt Capital... Read More →
avatar for Amar Nijjar

Amar Nijjar

President & CEO, R2Crowd
Amar is the Founder of Real Crowd Capital. He is responsible for strategic direction, business development, operations, and sits on R2CROWD’s Board of Directors and Investment Committee. Amar has funded over $5 billion and underwritten over $20 billion of real estate during his career. Amar is also a Senior Vice President at JLL (formerly Jones Lang LaSalle), where he leads the Debt Capital Markets group. Amar is licensed to trade in... Read More →



Thursday March 3, 2016 12:30 - 13:15
Green Room MaRS Discovery (101 College St., Toronto)

12:30

Networking Lunch (45 mins)
Thursday March 3, 2016 12:30 - 13:15
Lower Concourse MaRS Discovery (101 College St., Toronto)

13:15

The Emergence of Fintech in Lending: What it Means for Banks and Main St.
Moderators
avatar for Sarah Efron

Sarah Efron

Small Business Editor, The Globe and Mail
Sarah Efron is The Globe and Mail’s small business editor. She leads The Globe’s coverage of entrepreneurs and startups and organizes The Globe Small Business Summit. Previously she was deputy editor at MoneySense and senior editor at Financial Post Magazine.

Speakers
avatar for KEVIN CLARK

KEVIN CLARK

PRESIDENT, CO-FOUNDER, LENDIFIED
Spanning over 30 years in domestic and international banking, Kevin brings extensive business development and leadership skills from his experiences across all customer segments to his position as President of Lendified. His passionate views for economic growth and business development in Canada positions him well in delivering Lendified’s products and services to the small business marketplace. Previous to co-founding Lendified, Kevin held... Read More →
avatar for Tabitha Creighton

Tabitha Creighton

CEO/Co-founder, InvestNextDoor
Tabitha Creighton is CEO and Co-founder of InvestNextDoor, a Crowdlending marketplace for small business; where Crowdfunding creates returns for local investors supporting local businesses. She brings 18 years of experience to the role, much of it in the area of financial technology, investment capital and corporate development. | | Crowdfunding and alternative finance models for small business are areas that Tabitha has focused much of her... Read More →
avatar for Jeff Mitelman

Jeff Mitelman

CEO, Thinking Capital
Over the last 20 years Jeff has built his career by challenging the status quo in financial services.  Before it was labelled as Fintech, Jeff worked from a belief that products and services that have been offered the same way for decades are ripe for a change. Recognizing the gap between what was needed vs what was being offered, Jeff has set about building businesses focused those who were being underserved. First in ATMs and then... Read More →


Thursday March 3, 2016 13:15 - 14:00
Auditorium B + C MaRS Discovery (101 College St., Toronto)

13:15

Meet & Greet with Dentons: Crowd Financing Options for Start-Ups
Speakers
avatar for Kris Miks

Kris Miks

Senior Associate, Dentons
Kris Miks practices corporate and securities law with an emphasis on securities offerings, mergers and acquisitions, corporate governance, private equity and venture capital transactions, as well as all other aspects of corporate and securities law. Kris has experience working with both established and emerging companies in a variety of industries. Kris’ practice includes assisting issuers, investment dealers and institutional and... Read More →
avatar for Jason Saltzman

Jason Saltzman

Partner, Dentons Canada LLP
Jason Saltzman practises corporate finance and securities law, with an emphasis on securities offerings, mergers and acquisitions, private equity and venture capital transactions, as well as all other aspects of corporate and securities law.Jason works with both established and emerging companies world-wide, primarily in the mining, technology, life science, cleantech (including renewable energy, water tech and ag tech), industrial, mid-tech... Read More →



Thursday March 3, 2016 13:15 - 14:00
Green Room MaRS Discovery (101 College St., Toronto)

13:15

Live Pitching 1 - Session Lead: DMZ
This session will be led by lead facilitator, the DMZ, and will have 3 live pitches to appointed judges and crowd.

Moderators
avatar for Tarun George

Tarun George

Business Development Officer, DMZ
Tarun works as Business Development Officer at the DMZ, Canada's top-ranked university business incubator. He connects startup companies with customers and investors, and builds partnerships with market-leading corporations looking for the newest technology solutions. | | Tarun also hosts the DMZ's popular Investor Night series, a rapid-fire pitch session showcasing the best and most investment-ready startups in Toronto. These quarterly events... Read More →

Pitching
avatar for Pinnguaq

Pinnguaq

Pinnguaq provides high quality technology experiences in a variety of formats that focus on the culture and social growth of Indigenous communities. Pinnguaq was created as a Pangnirtung-based technology startup in 2012 with the goal of providing play experiences in Indigenous languages. Since then, the organization has begun to embrace ways of incorporating play and gaming into wide reaching applications that can benefit... Read More →
avatar for Riipen

Riipen

Riipen is an experiential learning platform that connects organizations to top faculty-supervised industry projects completed by university and college students. Students gain real world experience while organizations generate strong brand awareness and leverage millennial insights to grow their business. Riipen’s mission is to eliminate graduate underemployment, thus reducing youth unemployment. Riipen currently has an active equity... Read More →
avatar for SmartHalo

SmartHalo

SmartHalo is a wearable device that turns your bike into a smart bike. SmartHalo not just another bike accessory; its minimalist design is installed permanently and is built to resist the harshest cities. SmartHalo pairs with your smartphone to bring your biking experience to a new level: it finds the quickest and safest routes and bikepaths for you, reminds you where you’re parked and allows you to set fitness goals. SmartHalo... Read More →
avatar for Sherif El-Tawil

Sherif El-Tawil

Operations Manager, The DMZ
Sherif joined the DMZ in April 2012. As Operations Manager, Sherif sets the strategic direction on services extended to DMZ entrepreneurs, students and staff so they can collaborate and innovate. Information systems, statistics, finance, memberships and special and infrastructure projects, as well as the DMZ front-line experience, are among the activities and initiatives that he manages. He is also an active member of DMZ's selection committee... Read More →
avatar for Bill Morrow

Bill Morrow

CEO/Founder, Angels Den
Serial entrepreneur, Bill Morrow, has been creating, building and selling businesses | for the last 25 years. He is CEO & Founder of Angels Den, the UK’s largest angel-led  | crowdfunding platform, and he has recently been named the most influential person  | in alternative finance by City AM.  | | Angels Den operates across 10 countries with another 3 coming on stream this year.  | Bill started his working life... Read More →
avatar for Kathryn Wortsman

Kathryn Wortsman

Fund Manager, MaRS Catalyst Fund
Kathryn Wortsman joined the team at the MaRS Centre for Impact Investing in 2015 as Investment Director. She is now Fund Manager for teh MaRS Catalyst Fund and is responsible for managing all aspects of the Fund. | Kathryn started her career in investment banking at RBC Dominion Securities and then went on to spent most of her 20 year career investing and managing venture capital and private equity in small- to medium-sized businesses both... Read More →


Thursday March 3, 2016 13:15 - 14:00
CR3 (Upstairs) MaRS Discovery (101 College St., Toronto)

13:15

Big Data Investment Trends and Digital Finance Technologies
Moderators
avatar for Asier Ania

Asier Ania

Co-Founder, HiveWire
Asier Ania is the co-founder of HiveWire Inc. HiveWire builds crowdfunding platforms, conducts advanced data analytics on the crowdfunding industry, and consults on crowdfunding. HiveWire has built crowdfunding platforms such as Catalyst, Fund What You Can, and Publaunch. Our data analytics program currently has a database of over 800,000 crowdfunding campaigns, which are used to understand the industry from an empirical perspective and allows... Read More →

Speakers
avatar for Steven Dryall

Steven Dryall

Principal, Incipient Technologies
Steven is principal of the new firm Incipient Technologies. Building from a history spanning two decades, Incipient Technologies is focusing on the emerging opportunities surrounding decentralized platforms. Positioned at the intersection of technology deployment and value, Incipient Technologies is transforming how people perceive the nature of data using asset-based/redemption-oriented digital tokens. | | Steven possesses a rare combination of... Read More →
avatar for Craig O'Neill

Craig O'Neill

CEO & Director, Versapay
Craig O’Neill was appointed to the position of Chief Executive Officer at VersaPay Corporation in 2013. He has also been a Director on the company’s board since 2013. He has more than 22 years of experience delivering enterprise software. Prior to joining VersaPay, Craig was the co-founder and CEO of Xeye, where he directed the company’s growth of more than 40% per year and sale to Odyssey Financial Technologies, and... Read More →
avatar for Angela Wang

Angela Wang

Associate Director, Big Data, North America, UnionPay Smart
Women in Tech Business. Big Data passionate. Angel Investor.  | | Currently, Angela Wang is serving as the associate director of business development in North America for UnionPay Smart, a China UnionPay company that focuses on Big Data services, including precision marketing, customer profiling and business intelligence.  | | Previously, Angela is the venture partner at the Micro Venture, a prime Chinese Union Pay data partner... Read More →


Thursday March 3, 2016 13:15 - 14:00
Auditorium A MaRS Discovery (101 College St., Toronto)

13:15

Crowdfunding Best Practices: Pre, Launch, and Post Campaign
Moderators
avatar for Christopher Charlesworth

Christopher Charlesworth

Co-Founder and CEO, HiveWire
Christopher Charlesworth holds an MBA from the Joseph L. Rotman School of Management, The University of Toronto, and an Honours Bachelor of Political Science from The University of Western Ontario. Christopher has worked as a management consultant in Indonesia, Canada, and the United States across several practice areas, including financial services, marketing, and social media. As Co-founder and CEO Christopher works to create value for... Read More →

Speakers
avatar for Session Lead: Bret Conkin

Session Lead: Bret Conkin

Founder & CEO, Crowdfund Suite
Bret is Chief Evangelist of Crowdfund Suite, a Consultancy for Alternative Finance Services. Crowdfundsuite helps platforms, funders, broker/dealers, real estate developers, service providers and entrepreneurs profit from the Crowd Economy via strategy, platform development, partnerships, capital raising, marketing and distribution. A visionary in alternative funding, Bret has helped raised over $40M for clients, started Canada’s first... Read More →
avatar for Khierstyn Ross

Khierstyn Ross

Founder & Podcaster, Uncut Entrepreneur
Khierstyn Ross is an online crowdfunding advisor that's helped companies raise over $1M in in the last nine months. Prior to this she was a startup advisor that helped companies drive more than $4M in revenue. Her main focus is helping companies launch their products online through crowdfunding. Outside of advising she is co-founder of Toronto Internet Marketers meetup, and Crowdfunding Uncut podcast where she interviews project creators who were... Read More →
avatar for Jaimy Warner

Jaimy Warner

Founder & CEO, The Social Smiths
Jaimy Warner, MSc, is the Head of Social Media for North America with Crowd, a global creative communications agency. She's also an ambassador for the National Crowdfunding Association of Canada, and the founder of The Social Smiths,  a crowdfunding & social media education, management, and consulting company for creatives and small businesses. Jaimy's book, The Science of Crowdfunding for Filmmakers, will be available for... Read More →


Thursday March 3, 2016 13:15 - 14:00
CR2 (Upstairs) MaRS Discovery (101 College St., Toronto)

14:00

Investment Strategies: Why Leading Angels/VCs are Joining the Crowd
This is a power panel of prominent angels/VCs with years of expertise and perspective on investing in Crowdfunding, Fintech and Alternative Finance markets today. 

Learn about significnat deals, top trends and why there's so much interest in these sectors.  What does the future hold for online syndication of investments? 

Prospects for an emerging retail investor class and the potential for retail investors to transform/incubte into accredited status. 

Discuss direct and indirect investment strategies and other forms of participation and deal access in these markets.

Thoughts on online transactions and it's impact on valuations, compliance, shareholders, future rounds and global (cross-border) financings.


Moderators
avatar for Sunil Sharma

Sunil Sharma

Managing Partner, Extreme Venture Partners
Seed to early growth stage investments focussing on open data, big data, internet-of-things, mobile, cloud, connected devices and other big ideas. Toronto-Waterloo focus.

Speakers
avatar for Janet Bannister

Janet Bannister

General Partner, Real Ventures
Janet is passionate about helping entrepreneurs and their businesses reach their full potential.  Her background is a combination of founding and building successful entrepreneurial ventures and making an impact at leading companies such as Proctor & Gamble, McKinsey & Co., and eBay. Janet is a General Partner at Real Ventures, Canada’s largest and most active early-stage venture capital firm.  Janet has led investments... Read More →
avatar for Karen Grant

Karen Grant

Executive Director, Angel One Investor Network
Karen Grant has launched three angel groups: Toronto Angel Group (2001),  | Northern Ontario Angels (2005) and Angel One Investor Network in 2011. She is  | a company founder, corporate director, consultant, and mentor. In 1991, she led  | the Toronto Venture Group, a not-for-profit organization with the mandate to  | “bridge the gap between entrepreneurs and capital” working with hundreds of  | companies that... Read More →
avatar for Jim Orlando

Jim Orlando

Managing Director, OMERS Ventures
In his role as Managing Director of OMERS Ventures, Jim Orlando is responsible for leading investment activities in the North American market focusing on high-growth companies in the technology, media, and telecommunications sectors. With more than 14 years of experience in the venture capital and private equity sectors, Jim has a strong track record of finding deals, closing investments, and in working with strong founders, CEOs and management... Read More →


Thursday March 3, 2016 14:00 - 14:45
Auditorium B + C MaRS Discovery (101 College St., Toronto)

14:00

Presentation & Discussion by OSC: Ontario's Crowdfunding Regime (MI 45-108)
Speakers
avatar for Maria Carelli

Maria Carelli

Senior Accountant, Compliance and Registrant Regul, Ontario Securities Commission
Maria Carelli is a Senior Accountant in the Compliance and Registrant Regulation Branch of the Ontario Securities Commission. In her role, her responsibilities include leading compliance reviews and other oversight functions of exempt market dealers, scholarship plan dealers, portfolio managers and investment fund managers registered in Ontario.   | | Prior to joining the Commission, Maria was a business valuator at Fuller Landau LLP in... Read More →
avatar for Rick Whiler

Rick Whiler

Senior Accountant, Corporate Finance Branch, Ontario Securities Commission
In his role as a Senior Accountant in the Corporate Finance Branch of the Ontario Securities Commission, Rick focuses primarily on the mining sector. He has also been involved in several policy initiatives, including those focused on the exempt market and corporate governance. Rick has over 30 years of experience in securities regulation, commencing in 1981 when he joined the staff of the Toronto Stock Exchange and continuing at the OSC which... Read More →


Thursday March 3, 2016 14:00 - 14:45
Green Room MaRS Discovery (101 College St., Toronto)

14:00

Live Pitching 2 - Session Lead: Founders Institute
This session will be led by lead facilitator, the Founders Institute, and will have 3 live pre-revenue pitches to appointed judges and crowd.

Moderators
avatar for Stefan Palios

Stefan Palios

Founder, Ziversity
Stefan Palios is the Founder of Ziversity, an online diversity recruiting platform that empowers candidates to embrace their identity in the recruiting process and connects them with top firms in banking, consulting, and tech. The company mission is to build a working world where everyone can embrace their whole identity. Ziversity is built not only to be a job board but a social network platform, engaging active and passive candidates from... Read More →

Pitching
avatar for Flipd

Flipd

Flipd is an innovative mobile app that helps people become less distracted by their phones. It aims to disconnect people from their phones, and reconnect them to reality. If you find yourself easily distracted by games, social media, and other apps, Flipd creates a lock screen that removes distractions, but keeps you connected. With Flipd, you can even remotely lock other people’s phones to keep those around you in... Read More →
avatar for Vizwik

Vizwik

Vizwik’s technology fundamentally changes who creates software, revolutionizing both the teaching of programming in the education sector and mobile development in enterprise industries. Vizwik makes coding available for everyone and enables computing to be a common literacy. Its coding tool is designed for teachers to bring coding technology into classrooms and engage students to develop computational thinking skills.
avatar for Rna Diagnostics

Rna Diagnostics

Rna Diagnostics Inc. is a cancer diagnostics company that has developed the first “real time” chemotherapy response guidance tool, the RNA Disruption Assay™ (RDA™), to address the urgent problem of over-treatment with ineffective chemotherapy and to assist oncologists in the management of cancer treatment. RDA provides an effective solution to one of the most serious problems in cancer treatment: how to evaluate... Read More →
avatar for Kamal Hassan

Kamal Hassan

CEO, IncMind
Kamal Hassan is an experienced entrepreneur, angel investor, board member and advisor. He is the CEO of Incmind, a 'next generation' data room product, and the co-director of the Toronto chapter of Founder Institute, the world's largest startup-stage accelerator. Kamal has run four different companies, as CEO, over the past 17 years, raising funds from over 50 investors in that time, ranging from venture capital to family... Read More →
avatar for Marat Ressin

Marat Ressin

President, YEDInstitute
Marat Ressin has led an incredible 20+ year career as an internationally successful businessman in business and real estate development. Having completed his PhD in Economics with a specialization in "small business crisis management," Marat Ressin has extensive expertise in growing small businesses that attract investment, and has successfully reinvented and rehabilitated over 30 businesses from a variety of industries. Marat personally... Read More →
avatar for Russell Samuels

Russell Samuels

Principal, Whitecap Venture Partners
Prior to joining Whitecap, Russell was a Senior Manager on the Corporate & Business Development team at Freshbooks, a growth stage startup and North America’s 2nd largest cloud accounting provider. At Freshbooks, Russell led a number of strategic efforts including: restructuring Freshbooks’ portfolio of 3rd party payment gateway relationships, leading Freshbooks’ strategic integration & relationship with Google... Read More →


Thursday March 3, 2016 14:00 - 14:45
CR3 (Upstairs) MaRS Discovery (101 College St., Toronto)

14:00

How Dubuc Motors, Canada's first EV car, is raising $25M in the US?
Moderators
avatar for Carlos Pinto Lobo

Carlos Pinto Lobo

Chief Compliance Officer
Carlos is an accomplished, compliance, governance and risk management professional with over 25 years of extensive experience in the financial services industry, including futures, options, retail compliance, LCM, SOX, credit, operational risk management, anti-money laundering, privacy regulations and successful business solutions. | | Carlos has had previous roles as a Director and VP at CIBC, Deutsche Bank AG, Alpha ATS, and BMO... Read More →

Speakers
avatar for Alixe Cormick

Alixe Cormick

President, Venture Law Corporation
Securities Lawyer and Advisor, Founder of Venture Law Corporation who works with privately-held and public companies, mergers and acquisitions, private placement investments, financial transactions, reverse mergers, initial public offerings and licensing matters, as well as general corporate matters.
avatar for Mario Dubuc

Mario Dubuc

Co-Founder & CEO, Dubuc Motors
Mario is the co-founder and CEO of Dubuc Motors. He is an accomplished business manager and has launched the very first electric car via equity crowdfunding on the StartEngine platform. The Tomahawk is in a class of its own, an all wheel drive, all electric and connected sports car with a long range offering the practicality and space of a sedan. He is the director of design and engineering at Dubuc Motors with over 30... Read More →
avatar for Mike Kakogiannakis

Mike Kakogiannakis

Co-Founder & COO, Dubuc Motors
Mike is the co-founder and COO of Dubuc Motors, a startup dedicated to the creation of electric vehicles targeting niche markets within the automotive industry. Mike and his team are the first EV company to have launched an equity crowdfunding campaign under Reg A+ of the American Jobs Act and are considered a leading OEM worldwide according to the latest 2015-2025 Market Report. | | Ambassador of Clean Tech and the... Read More →



Thursday March 3, 2016 14:00 - 14:45
Auditorium A MaRS Discovery (101 College St., Toronto)

14:00

The Longest 40 Days of Your Life: AMA (Ask Me Anything)

Join us for an exclusive opportunity to ask the crowdfunding experts anything! With over 12 years of crowdfunding experience combined, this panel of experts has experience running multiple Kickstarter and Indiegogo campaigns for technology, innovation and consumer goods products, raising over $10M over the past few years. Corey, Gareth and Viktor share their crowdfunding successes, failures, lessons learned and everything in between, including answering questions like:

  • Is your project right for crowdfunding?

  • Where do you spend your money to get maximum ROI from crowdfunding

  • How do you choose the right partners to work with and sift through the spam?

  • Earned media vs. paid media: what are the pros and cons?

  • How do you leverage previous crowdfunding campaigns when you’re about to launch another one?

  • Tips on building relationships with key journalists to boost the odds of getting media coverage

 


Moderators
avatar for Sunny Shao

Sunny Shao

Advisor, National Crowdfunding Association of Canada
Sunny is an independent business consultant focusing on marketing, growth, and venture funding strategies. She has been advising small businesses and startups since 2014, upon completing her MBA at the Schulich School of Business at York University. Sunny joined the National Crowdfunding Association of Canada in 2013 and has helped grow the organization to where it is today. | | Previously, Sunny worked as a marketing professional at an... Read More →

Speakers
avatar for Gareth Everard

Gareth Everard

Co-founder, Rockwell Razors
Gareth Everard launched a disruptive shaving product on Kickstarter that eliminates the need to purchase cartridges and tailors the shaving experience with a customizable razor.  After experiencing early manufacturing struggles, Gareth and Rockwell Razors overcame a rocky launch to grow a company and product around transparency and innovation. Gareth now works on Rockwell full-time and loves sharing his insights and lessons around... Read More →
avatar for Viktor Grabovskyy

Viktor Grabovskyy

Co-founder, Forever Spin
Viktor Grabovskyy is an entrepreneur, student, investor, and general information enthusiast. Graduating from the University of Waterloo and Wilfrid Laurier University, Viktor gained a lot of valuable insight and experience working within startup communities in Waterloo. He is a co-founder of ForeverSpin, one of Canada's most successful crowdfunding campaigns having now raised over 3 million in 2 years. Viktor appeared on CBC's Dragons... Read More →
avatar for Corey Herscu

Corey Herscu

President, Herscu and Goldsilver
Corey Herscu has emerged as a leading name in tech-focused public relations alongside his agency Herscu & Goldsilver. Having spearheaded successful campaigns for household names like Indigo and FourSeasons hotels, as well as raising over 2.5 million US to date as a preferred partner with crowdfunding platform Indiegogo, Corey understands a good story angle, and leverages his unparalleled connections to garner hundreds of millions of... Read More →


Thursday March 3, 2016 14:00 - 14:45
CR2 (Upstairs) MaRS Discovery (101 College St., Toronto)

14:45

Stretch Break (15 mins)
Thursday March 3, 2016 14:45 - 15:00
Lower Concourse MaRS Discovery (101 College St., Toronto)

15:00

Market Makers: Equity Crowdfunding's Impact on the Innovation Economy
Moderators
avatar for Megan Cornell

Megan Cornell

Founder & CEO, Momentum Law
Megan spent the first decade of her practice working in Big Law, learning what all sizes of businesses in all types of industries need to succeed. Along the way, Megan developed a philosophy of client care, which is based on clients driving the firm and its direction. Megan kept a close eye on technology developments and knew that technology could be put to better use to provide more timely, more accurate and more affordable business law... Read More →

Speakers
avatar for Sandi K. Gilbert

Sandi K. Gilbert

Founder & CEO, SeedUps Canada
Sandi is strategic, visionary entrepreneur focused on developing and deploying technology solutions for the private capital markets. She is the Founder of SeedUps Canada, Canada's first crowdfund investing platform that brings ordinary and sophisticated investors together to invest in early stage companies. Investors can browse deals and execute their investment on-line. She calls it Dragons' Den and e*Trade combined. She is also the COO... Read More →
avatar for Rubsun Ho

Rubsun Ho

CEO, Crowdmatrix
Rubsun Ho is Chief Crowdpleaser at Crowdmatrix Inc., an equity crowdfunding platform that will bring efficiency and transparency to the capital raising process for Canadian growth companies. A portfolio company of Extreme Venture Partners, Crowdmatrix plans to launch in late spring, 2015. | | Rubsun is also a co-founder and partner of Cognition LLP, a virtual law firm that was created to address the rising costs and inefficiencies of corporate... Read More →
avatar for David Shore

David Shore

Director, Investor Relations, OurCrowd
David serves as Director of Investor Relations in Toronto, breaking new ground for OurCrowd and startup investing in Canada. Prior to OurCrowd, David was a venture capitalist, angel investor and top ranked equity analyst at Mackie Research, CIBC, and Desjardins. As the Managing Director of Terracap Ventures, David developed the firm's overall corporate strategy. David also served as Head of the Technology Group for Mackie Research Capital in... Read More →


Thursday March 3, 2016 15:00 - 15:45
Auditorium B + C MaRS Discovery (101 College St., Toronto)

15:00

Hosted by NexusCrowd: Crowdfunding Real Estate Primer for Accredited Investors
Join Hitesh Rathod, CEO of NexusCrowd for a Real Estate Crowdfunding primer for accredited investors and emerging accredited investors interested in participating in commercial real estate deals.



 

Speakers
avatar for Hitesh Rathod

Hitesh Rathod

CEO, NexusCrowd Inc.
Hitesh co-founded NexusCrowd to unlock access to exclusive investment opportunities. Prior to NexusCrowd, Hitesh was VP of Corporate Development for an agriculture company and an Investment Banker involved in executing equity and debt financings and M&A advisory for public and private companies across various industries including real estate and technology. Hitesh led and participated in over 30 transactions worth over $4 billion. Hitesh... Read More →



Thursday March 3, 2016 15:00 - 15:45
Green Room MaRS Discovery (101 College St., Toronto)

15:00

Live Pitching 3 - Session Lead: Startup Canada
This session will be led by lead facilitator, Startup Canada, and will have 3 live pitches to appointed judges and crowd.

Moderators
avatar for Edwin Frondozo

Edwin Frondozo

Chief Marketing Officer, Slingshot VoIP
Edwin J. Frondozo is the Chief Marketing Officer & co-founder of Slingshot VoIP.  He is passionate about helping small and medium sized businesses grow and expand in the cloud by enabling them with simple tools to communicate effectively.  Edwin is responsible for Slingshot’s marketing strategy which includes strategic partnerships, digital marketing, and social media.  Edwin is also a volunteer and the host for... Read More →

Pitching
avatar for Comfable

Comfable

Comfable Inc. is a tech start-up whose mission is to create comfortable and sustainable environments. Their latest product is called QTemp, a smart wearable weather station that measures UV index and temperature. Based on the measured UV and users’ skin type, QTemp calculates the safe sun time and notifies them when they need to seek sun protection. The company recently completed a successful crowdfunding campaign on Kickstarter... Read More →
avatar for Stashbelt

Stashbelt

Stashbelt is an ethical fashion company that creates a wearable insurance policy mixing fashionable peace of mind with a socially conscious twist. Handmade in Kenya from genuine graze-fed and organic leather, the Stashbelt is the world’s premiere travel moneybelt with an 18-inch hidden zipper and built-in USB data storage. Boasted by their appearance on Dragon’s Den in February 2015, StashBelt’s sales have increased by... Read More →
avatar for Sean Burke

Sean Burke

COO, Frontfundr
Sean Burke is the Chief Operations Officer for FrontFundr, a financial technology firm connecting entrepreneurs and investors.  FrontFundr is innovating how capital is raised by streamlining the process for entrepreneurs and empowering a broad range of investors.  Sean has over five years of professional service experience working at PricewaterhouseCoopers LLP in corporate tax and audit. He was relocated to New York... Read More →
avatar for The Sharing Depot

The Sharing Depot

The Sharing Depot is a new venture by the founders of the Toronto Tool Library, a tool-sharing program with 4 locations in Toronto that launched in Spring 2013. Beyond loaning tools, the Sharing Depot will expand its loaning program to include camping and sports equipment, house party supplies, board games and toys as well as monthly swapping events. The Sharing Depot’s crowdfunding campaign will launch in Spring 2016.
avatar for Jim Orlando

Jim Orlando

Managing Director, OMERS Ventures
In his role as Managing Director of OMERS Ventures, Jim Orlando is responsible for leading investment activities in the North American market focusing on high-growth companies in the technology, media, and telecommunications sectors. With more than 14 years of experience in the venture capital and private equity sectors, Jim has a strong track record of finding deals, closing investments, and in working with strong founders, CEOs and management... Read More →
avatar for Sean Wise

Sean Wise

Assistant Professor, Entrepreneurship and Strategy, Ryerson University
Dr. Sean Wise specializes in helping emerging and high growth potential organizations jump on the trajectory and turn a profit. His intense, entertaining and direct approach has earned him a loyal following of disciples who swear by his lessons and best practices for business success. | | With 15 years of seed funding experience, Wise has helped found five business ventures of his own to date, the first at age 16. When seeking the... Read More →


Thursday March 3, 2016 15:00 - 15:45
CR3 (Upstairs) MaRS Discovery (101 College St., Toronto)

15:00

The Marketplace Lending Opportunity for Banks and Institutional Investors

InvestNextDoor Canada Presents

Marketplace Lending while new to Canada, has been a driving force in the fixed income asset class in Europe, the U.S. and China for several years.  As the global economy seeks paths to recovery from the financial crisis, financial institutions have embraced marketplace lending as a way to increase customer base, decrease asset exposure and deliver value to shareholders. For family offices, private equity and hedge funds, alongside ETFs, CDOs and BDCs, the institutional investment community globally, has embraced the return profile that marketplace lending provides.


Moderators
avatar for Dr. Sean Geobey

Dr. Sean Geobey

Assistant Professor at the School of Environment, Enterprise and Development, University of Waterloo
Dr.Geobey has written extensively on the impact of Peer-to-Peer and Marketplace Lending on Canadian financial institutions, and the impact on global development.  Most recently, he published “Peer to Peer Lending and the Future of Financial Cooperation” for the Filene Institution.

Speakers
avatar for Jeff Brown

Jeff Brown

Vice President, Community Banking, Meridian
With more than 15 years of financial services experience, Jeff Brown is Meridian’s Vice President, Community Banking.  In this role, Jeff oversees the overall Member experience, sustainable operations and community engagement in Meridian’s Urban markets.  Prior to this role, Jeff was Meridian’s Vice President of Delivery Initiatives and Business Integration and was responsible for the development and execution of... Read More →
avatar for Tabitha Creighton

Tabitha Creighton

CEO/Co-founder, InvestNextDoor
Tabitha Creighton is CEO and Co-founder of InvestNextDoor, a Crowdlending marketplace for small business; where Crowdfunding creates returns for local investors supporting local businesses. She brings 18 years of experience to the role, much of it in the area of financial technology, investment capital and corporate development. | | Crowdfunding and alternative finance models for small business are areas that Tabitha has focused much of her... Read More →
avatar for Colin Kilgour

Colin Kilgour

Co-founder, First Marketplace Group
First Marketplace Group is the administrator of First Marketplace Credit Fund, the first investment fund dedicated to providing Canadians the opportunity to invest in the rapidly growing marketplace lending space. | | The Fund invests in small business and consumer loans to prime borrowers and expects to generate stable monthly distributions of approximately 8% annualized, and remain uncorrelated to public markets. | | To reduce... Read More →



Thursday March 3, 2016 15:00 - 15:45
Auditorium A MaRS Discovery (101 College St., Toronto)

15:00

Protecting Yourself, Your Business and Your Crowdfunding Investment

Protecting Yourself, Your Business and Your Crowdfunding Investment

Crowdfunding has tremendous potential to reach millions but what are the risks for businesses and investors in this exciting emerging industry?  Once your crowdfunding campaign is active, this is only the beginning, not the end regarding the most important aspects to Protecting Yourself, Your Business and Your Crowdfunding Investment. 

We have assembled a top-notch panel of experts that will guide you through:

  • Structuring contracts and protecting your company’s IP
  • Protect yourself from being sued down the road
  • How to identify, prevent and protect your business and investment from reputational and financial damage
  • The importance of delivering on your promise while keeping your crowdfunding supporters engaged

Moderators
avatar for Jeff Musson

Jeff Musson

President, Dynamite Network
Jeff Musson is an accomplished entrepreneur with 10 years experience in achieving corporate goals. As President of Dynamitenetwork.com, a leading software development company, he has been responsible for leading the Dynamite team to build custom websites and mobile apps for enterprise based clients. Jeff graduated from the University of Windsor with a B.A. and a Bachelor of Commerce degree. He also received his Masters of Law... Read More →

Speakers
avatar for Chantal Cipriano

Chantal Cipriano

Lawyer / Manager, Compliance, BMO Private Banking
Chantal Cipriano is focused, driven and entrepreneurial. | | Chantal attended law school in England while travelling and seeing various parts of the world. She completed a Master of Laws with a focus on Securities, Corporate Finance and Copyright Law at Osgoode Hall. During law school, Chantal was actively involved with both the Canadian Italian Advocates Organization and the Canadian Italian Business Professionals Association. While articling... Read More →
avatar for Marvin Huberman

Marvin Huberman

Barrister, Mediator, Arbitrator, Marvin J. Huberman
Marvin J. Huberman is a senior litigation lawyer practising in Toronto. He is certified by the Law Society of Upper Canada as a specialist in civil litigation, and is a mediator, arbitrator, former administrative law judge, and adjunct law professor at Osgoode Hall Law School. For over 30 years, Mr. Huberman has served as independent and general counsel for a variety of individuals, businesses, financial institutions, governments and other... Read More →
avatar for Monica Tigleanu

Monica Tigleanu

Financial Institutions Underwriter, AIG
As a Financial Institutions Underwriter, Monica Tigleanu promotes innovation to drive profitable growth across product towers. She's passionate about learning, unlearning, and relearning with every opportunity which would require creative and unique thinking. | | Being part of a global generation has allowed her to be part of an unprecedented movement of collaboration, cooperation and shared knowledge around the globe and she strives to be... Read More →


Thursday March 3, 2016 15:00 - 15:45
CR2 (Upstairs) MaRS Discovery (101 College St., Toronto)

15:45

Hot Vertical: Real Estate Crowdfunding, an Emerging New Asset Class
Moderators
avatar for Brooks Barnett

Brooks Barnett

Manager, Government Relations & Policy, Real Property Association of Canada
Brooks is responsible for advancing the national advocacy agenda for Canada’s commercial and investment real estate industry. Through his role at the Real Property Association of Canada (REALpac), Canada’s senior most voice for the industry, Brooks develops and executes a constantly evolving advocacy campaign which targets multiple levels of government via a transparent, open approach in line with REALpac's mission and... Read More →

Speakers
avatar for Ann Kaplan

Ann Kaplan

CEO, Brix RCR
Ann Kaplan is the CEO of Brix RCR Inc., a Regulated Crowdfunding Platform for Real Estate Investment opportunities as well as the CEO and President of iFinance Canada Inc., the parent company to Medicard, Petcard, Dentalcard and iFinance Home Improvement – a Canadian consumer finance company.  Ms. Kaplan brings decades of experience in finance, including a strong interest in Corporate Governance in Finance – Ms. Kaplan... Read More →
avatar for Amar Nijjar

Amar Nijjar

President & CEO, R2Crowd
Amar is the Founder of Real Crowd Capital. He is responsible for strategic direction, business development, operations, and sits on R2CROWD’s Board of Directors and Investment Committee. Amar has funded over $5 billion and underwritten over $20 billion of real estate during his career. Amar is also a Senior Vice President at JLL (formerly Jones Lang LaSalle), where he leads the Debt Capital Markets group. Amar is licensed to trade in... Read More →
avatar for Hitesh Rathod

Hitesh Rathod

CEO, NexusCrowd Inc.
Hitesh co-founded NexusCrowd to unlock access to exclusive investment opportunities. Prior to NexusCrowd, Hitesh was VP of Corporate Development for an agriculture company and an Investment Banker involved in executing equity and debt financings and M&A advisory for public and private companies across various industries including real estate and technology. Hitesh led and participated in over 30 transactions worth over $4 billion. Hitesh... Read More →


Thursday March 3, 2016 15:45 - 16:30
Auditorium B + C MaRS Discovery (101 College St., Toronto)

15:45

Live Pitching 4 - Session Lead: MaRS
This session will be led by lead facilitator, MaRS, and will have 3 live pitches to appointed judges and crowd.

Moderators
avatar for Kevin Taylor

Kevin Taylor

Senior Associate, MaRS Center For Impact Investing
Kevin started his career as an Electrical Engineer doing technical marketing and sales in the video and broadcast industry. After five years he left to pursue his MBA at the Rotman School of Management, where he specialized in consulting and operations. Upon graduating, he worked two years as a Management Consultant in the corporate strategy group at Deloitte before leaving to spend a year focused on creative writing. Unfortunately, the writing... Read More →

Pitching
avatar for Eye-LIVE

Eye-LIVE

Eye-LIVE is the Athlete’s Media Network for “athlete perspective” sports broadcasting. Like IMAX for documentaries, Eye-LIVE sports content is an immersive, 360° viewing experience that fully engages audiences in the entire spectrum of the athlete experience using GoPro-like camera and sensor technology that is custom configured to each sport. Eye-LIVE empowers all athletes to become their own broadcasters by creating... Read More →
avatar for NERv

NERv

NERv aims to reduce the risks that are associated with surgeries by monitoring a patient’s health after a surgical intervention. As a Waterloo Institute of Nanotechnology start-up, NERv is developing an implantable biochip designed to detect post-operative complications. The NERv platform consists of implantable biosensors that operate from within the human body to collect data and send feedback to the doctor, allowing medical care... Read More →
avatar for Yirego

Yirego

Yirego Technology Inc. is a Toronto-based product design company geared toward providing sustainable solutions through unconventional design. The company’s flagship product is the Drumi, a foot-powered washing machine with low environmental impact that saves time, energy, and money. It is not only more hygienic than public laundromats, but also a fraction of the time. Yirego has raised over $250,000 on Indiegogo for the Drumi... Read More →
avatar for Anthony Lipschitz

Anthony Lipschitz

Chief Strategy Officer, Thinking Capital
Anthony is an entrepreneur, passionate business builder and leader. He is a Senior Executive with a proven track record of successfully raising venture capital and creating value for shareholders and team members alike. Prior to joining Thinking Capital he led StubHub, eBay's ticketing marketplace, as their Canada Country Manager, through their successful expansion into Canada, achieving growth rates of over 100% in two years, becoming the... Read More →
avatar for Mark Skapinker

Mark Skapinker

Managing Partner, Brightspark Ventures
Mark Skapinker has been an entrepreneur and seed investor in the Canadian software industry since the inception of the personal computer in the 1980’s. In 1988, Mark co-founded Delrina Corporation, makers of WinFax, one of the most popular Windows programs of all time and one of Canada’s most successful software companies. Mark was president of Delrina until it was acquired by Symantec in November 1995. Delrina grew to over 600... Read More →
avatar for Ben Zlotnick

Ben Zlotnick

Founder, INcubes
Ben is the founder of Incubes one of Canada’s leading Accelerators. His grooming of executivess & building of early-business infrastructure, results in success. Having launched several startups along with a number of traditional businesses, he’s made the prestigious Canadian Profit100 for 5 consecutive years. Having been on “both sides of the table” as founder & as an accredited angel investor, Ben brings connections to both Investors... Read More →


Thursday March 3, 2016 15:45 - 16:30
CR3 (Upstairs) MaRS Discovery (101 College St., Toronto)

15:45

Making the Most of Every Dollar Raised: Financial Planning for SMEs
Speakers
avatar for Darryl Irwin

Darryl Irwin

Tax Partner, PwC
Darryl Irwin is a Tax Partner in the Toronto private company group practice of PwC where he specializes in early/mid-stage technology companies and private company mergers and acquisitions.
avatar for Alan Lio

Alan Lio

Senior Tax Associate, PwC
Alan is a Senior Tax Associate in the Toronto private company group practice of PwC where he specializes in tax compliance and consulting for early/mid-stage technology companies. He has also been involved with various private company mergers and acquisitions.


Thursday March 3, 2016 15:45 - 16:30
Auditorium A MaRS Discovery (101 College St., Toronto)

15:45

Community Capital and Locavesting
Learn how crowdfunding is being used to move capital from Wall Street to Main Street, supporting local businesses, organizations, and projects that are driving positive social and environmental impact.  You will have an opportunity to dive into real live examples of community capital campaigns and how new crowdfunding models in operation and development that drive community capital and locavesting in Canada and beyond.

Moderators
avatar for Amy Cortese, Keynote Speaker, Locavesting

Amy Cortese, Keynote Speaker, Locavesting

Founder, Locavesting
AMY CORTESE is an award-winning journalist who writes about topics spanning business, finance, food and travel. She is a frequent contributor to the New York Times and a former editor at Business Week. Her book, Locavesting: The Revolution in Local Investing and How to Profit From it (John Wiley & Sons, 2011), was one of the pioneering books about the local investing and community capital movement. It draws upon her experience covering these... Read More →

Speakers
avatar for Jennifer Bryan

Jennifer Bryan

Community Investment and Marketing Manager, SolarShare
Jennifer manages solar bond sales, communications, and member stewardship and recruitment for Canada's foremost renewable energy co-op. She loves doing work for causes that matter and has over 12 years of not-for-profit sales, marketing, event management, and communications experience, including 8 years at the Toronto Symphony Orchestra where she was responsible for bringing in 9 million in ticket sales annually. Jennifer draws on her own... Read More →
avatar for Trish Nixon

Trish Nixon

Director of Investments, CoPower
As Director of Investments at CoPower, Trish is responsible for capital raising strategy and execution, including product structuring and investor relations. In her prior role at the MaRS Centre for Impact Investing, Trish founded Impact8, a social venture accelerator now in Toronto and Montreal, and managed venture services for the SVX, a private impact investing platform. She also led fundraising for the MaRS/Virgin Unite Impact Venture... Read More →
avatar for Adam Spence

Adam Spence

Director, SVX
Adam Spence is the Founder and Director of Social Venture Connexion (SVX) at the MaRS Centre for Impact Investing. Adam helped found the MaRS Centre for Impact Investing and the School for Social Entrepreneurs – Ontario, he was Executive Director of the Ontario Association of Food Banks (OAFB) and he led a number of higher education and training organizations. Adam has spoken to audiences across the country on issues related to education... Read More →


Thursday March 3, 2016 15:45 - 16:30
CR2 (Upstairs) MaRS Discovery (101 College St., Toronto)

16:30

The Future of Crowdfunding and the Democratization of Finance
Moderators
avatar for Erin Bury

Erin Bury

Managing Director, 88 Creative
Erin is the Managing Director at 88 Creative, a Toronto-based creative communications agency. Prior to 88 Creative she was the Managing Editor at startup publication BetaKit, and director of communications at Sprouter, which was acquired by Postmedia in 2011. Erin writes a monthly column for the Financial Post, and is a tech commentator on CTV News and Newstalk 1010. She has appeared in publications including The New York Times, Forbes, CNN... Read More →

Speakers
avatar for Michael Katchen

Michael Katchen

CEO, Wealthsimple
Michael Katchen is the founder and CEO of Wealthsimple, Canada’s fastest growing online investment manager. His vision is to make smart, simple investing accessible to every Canadian, regardless of age or net worth. He was recently listed as an "Industry Mover" by the Financial Post, a Change Agent by Canadian Business Magazine and one of the 500 people that will define the... Read More →
avatar for Arti Modi

Arti Modi

Co-founder, LendingArch
Arti Modi is the visionary CEO of LendingArch. She created the company after feeling frustrated with the current financial eco-system and seeing financially responsible borrowers being marginalized and overlooked by traditional banks. Arti leads a team of global entrepreneurs, data scientists, futurists, credit managers, investment leaders, fintexperts, creatives and developers, who together built a platform that is so streetwise, it limits the... Read More →
avatar for Bill Morrow

Bill Morrow

CEO/Founder, Angels Den
Serial entrepreneur, Bill Morrow, has been creating, building and selling businesses | for the last 25 years. He is CEO & Founder of Angels Den, the UK’s largest angel-led  | crowdfunding platform, and he has recently been named the most influential person  | in alternative finance by City AM.  | | Angels Den operates across 10 countries with another 3 coming on stream this year.  | Bill started his working life... Read More →
avatar for Bernd Petak

Bernd Petak

COO/Co-founder, Finstripe
Bernd Petak is an entrepreneur, advisor, mentor, corporate director and investment professional to early and mid-stage internet-driven technology companies and their investors. Bernd is a former Deloitte partner, due diligence officer, investor and two-time startup founder. He is co-founder and COO of Finstripe, a network for global enterprise-level financing professionals and sits on the board of directors for Screenscape, a leading provider... Read More →


Thursday March 3, 2016 16:30 - 17:00
Auditorium MaRS Discovery (101 College St., Toronto)

17:00

KEYNOTE: How We Raised Over $18M via Global P2P Decentralized Networks
Speakers
avatar for Anthony Di Iorio

Anthony Di Iorio

Co-founder / Chief Digital Officer, Ethereum / TSX
Anthony Di Iorio is a serial entrepreneur, venture capitalist, community organizer, and thought leader in the field of disruptive and decentralized technologies. He is the Chief Digital Officer at The Toronto Stock Exchange (TSX) / TMX Group, co-founder of Ethereum, and founder and CEO of Kryptokit, Decentral and Decentral Consulting. At Decentral Consulting, Anthony and his team provide guidance to financial institutions and enterprise clients... Read More →


Thursday March 3, 2016 17:00 - 17:20
Auditorium MaRS Discovery (101 College St., Toronto)

17:20

Closing Remarks
Speakers
avatar for Adam Nanjee

Adam Nanjee

Head of Financial Technology, MaRS Discovery District
Adam Nanjee is the Head of the FinTech cluster at MaRS. Adam brings an extensive background in digital payments and financial technology infrastructure to MaRS, and is actively involved in Toronto’s startup, venture capital and accelerator communities. Adam joined MaRS from MasterCard Canada, where as vice president of business development in emerging payments, he drove the company’s strategy and partnerships in the digital... Read More →


Thursday March 3, 2016 17:20 - 17:30
Auditorium MaRS Discovery (101 College St., Toronto)

17:30

Cocktail Reception Sponsored by Lending Arch
Thursday March 3, 2016 17:30 - 19:00
Lower Concourse MaRS Discovery (101 College St., Toronto)