New York 2015

Total Page:16

File Type:pdf, Size:1020Kb

New York 2015 Connecting the Global Online Lending Community New York 2015 April 13-15, New York Marriott Marquis lendit.co About LendIt LendIt USA is the world’s largest annual gathering of the online lending community. It is where established and emerging platforms and investors come to learn, network and do business. Last year’s US event attracted almost 1,000 attendees. This year, we expect to grow by at least 50%. 2013 375 2014 1,000 2015 1,500+ ATTENDEES PER YEAR = 100 PEOPLE Audience Breakdown Platforms 29% Institutional Platforms 29% Investors Institutional investors 27% 27% Individual investors 15% Individual Investment bankers 8% Investors Service providers 8% 15% Venture Investment Service 7% Venture Capitalists 7% Bankers Providers 8% 8% LendIt USA | New York, April 2015 p. 2 Visit lendit.co International Attendance LendIt San Francisco 2014 Country Attendees Percent USA 799 86.30% China 31 3.30% UK 22 2.40% Australia 14 1.50% Canada 7 0.80% Germany 7 0.80% New Zealand 5 0.50% South Africa 5 0.50% Taiwan 4 0.40% Argentina 3 0.30% Brazil 3 0.30% France 3 0.30% Mexico 3 0.30% Russia 3 0.30% Sweden 3 0.30% Colombia 2 0.20% Czech Republic 2 0.20% Israel 2 0.20% Puerto Rico 2 0.20% Spain 2 0.20% Brussels 1 0.10% “…LendIt 2014 was a brilliant event. Camaroon 1 0.10% The quality of the people attending, and the content of the presentations, Luxembourg 1 0.10% were awesome.” Singapore 1 0.10% Christian Faes, Co-founder, LendInvest LendIt USA | New York, April 2015 p. 3 Visit lendit.co Event Overview The 3rd annual LendIt conference will take place over two and a half action-packed days at the New York Marriott Marquis in midtown Manhattan. It will consist of: Over 100 Exhibitors in Other Highlights: 35,000 Sq. Ft. of • 5 streams of unique content Exhibition Space • Keynotes & panel discussions • Off the record speaker Q&A • Company Demos • China Break Out 3 Floors Of Content, • Real Estate Break Out Networking and Private Meeting Spaces Extensive networking activities • Pre and post conferences parties • Numerous breakfast, lunch and coffee breaks Keynotes and Panels • Private meeting rooms and pods • Event networking app Pre-Conference Workshops 1,500 Decision Makers Start-up Zone 2 Fun Parties “Marketplace lending is arguably the hottest spot for financial innovation today and LendIt is right at its center, stoking the fires with great education, content, and networking. LendIt assembles all the key players, asks all the right questions, and creates the perfect forum to fire up ideas, spark connections, and facilitate deal making.” Penelope Holt, Chief Marketing Officer, BorrowersFirst LendIt USA | New York, April 2015 p. 4 Visit lendit.co Event at a Glance Floor 626 624 620 618 614 612 610 608 602 600 628 Start-up Zone 700 704 706 710 533 Private Meeting Pods 701 703 705 707 709 711 5 514 510 506 Coat Check • Exhibition 421 415 413 409 Exhibitor 408 • Private Meeting Pods Hall 309 307 • Food and Beverage Areas • Lounge Registration • Registration Lounge Private Breakfast • Start-up Zone and Lunch • Coat Check Floor Speaker China China Ready Lounge Breakout 6 Networking Lounge • Keynotes & Panels Keynotes and Panels • Speaker Ready Room Elevators • China Lounge • China Breakout Networking Lounge • Speaker Q & A Speaker Q & A Breakout • Lounge Private Meeting Room Floor Private Company Demos Meeting Private Private Room Meeting Meeting Room Room Networking Lounge 7 Real Estate • Real Estate Breakout Breakout Broadway • Company Demos Ballroom • Lounge Private Meeting Room • Private Meeting Rooms Networking Lounge Private Private Private Private Meeting Meeting Meeting Meeting Room Room Room Room LendIt USA | New York, April 2015 p. 5 Visit lendit.co Past Participating Companies 12Cube CrowdClear GSV Capital newbanq Security Financial Services 1st Global Capital Financial Services Crowdnetic-Lendvious Halifax Investment Holdings NEXLEND Seer Capital 1st Money Center Inc CrowdRunner Haritz Capital Niwodai Self Directed IRA Services, Inc. Able CrowdSettlements HarMoney Noble Selling Source Achievest CTH Investments HCG Funds Nomura Securities SenaHill Partners Acrecent Financial Corporation Custom House Global Fund Services Holcombe Financial Northeast Bank Sequoia Capital Advanceit Financial D&B Credibility Corp Holland & Knight LLP Nortridge Software Shacom, Inc Aequitas Capital DailyFunder Houlihan Lokey NoteX360 Shanghai Information Services Afluenta Darien Rowayton Bank Hudson Cove Capital Management Notient Association Allrise de la Croix Finance ID Analytics Novus Investments Shanghai Lujiazui International Ally Financial Inc. Dealstruck IDology Numerica Capital Group Financial Asset Exchange Co., Ltd Alphalend Deck Technologies, Inc. InboundProspect OCX Shepherd Capital American Banker Deloitte SA Industry Ventures Oliver Wyman Sheridan Asset Management,LLC American HealthCare Lending Deutsche Bank Insikt OnDeck Silicon Valley Bank AMG National Trust Bank Devonshire Investors Inter-Atlantic One American Bank SimpleTuition/Valore AmicCARE DI/ FMR Interactive Limited Opus Fund Services SinoLending, Member of the Board AnCap Partners DianRong Intuit Orchard Situs Holdings Anfexi Billing Technologies SA CV Direct Edge Marketing Invention Development Fund Orion First Financial Skagit Investments Limited Arbor Ventures Direct Lending Investments, LLC IRA Services Trust Company Outset Ventures.com SkyLaw Professional Corporation Arcadia Funds / Cirrix Capital Diversified Trust Co. iValidate Ovamba Solutions, Inc. Social Finance, Inc. Assetz Capital Doubleline IVP Overland Advisors SocietyOne Atalaya Capital Management LP Duff & Phelps, LLC iwoca P2P Capital Solutions SoFi Atlanticus Corp. Eagle Cliff Partners J. T. Miller Company, Inc. Panmure Springleaf Auxmoney Eaglewood Capital Management J.C. Flowers & Co. LLC Parthenon Capital Square AvantCredit Earnest J.P. Morgan Securities, LLC Partner Weekly StormHarbour Partners AvidXchange ECC Capital J.T. Miller Company Patch of Land Inc. Strategic Funding Source, Inc. Bain Capital Ventures Echelon Capital JCE Capital PAVE Strategic Nationwide BancBox Ecobank Jefferies LLC Paydici StreetShares BankerBay Élan Alternative Group Jimubox PayNet Technology Crossover Ventures Barclays Eloan.co.il JMP Securities LLC Payoff Texas Capital Bank, N.A. BBVA Ventures Emerald Asset Management, Inc. Jumio Payplant The Board of Governors of the BDO Emerald Development Managers LP Kabbage, Inc. Pebb Capital Federal Reserve System Birchmere Advisors Emerald Direct Lending Advisers Katten Muchin Rosenman LLP PeerEx Investments The Credit Junction BlackRock Enova kauffman foundation Peerform The Debt Exchange Blennemann Family Investments Enverto Key Capital Group PeerStreet.com The Interface Financial Group Blue Elephant Capital Management ePAY Healthcare Kingdom Trust Company Pepper Hamilton, LLC The Loan Sheet LLC BlueMountain Capital Epic Loan Systems KLS Diversified Asset Management Peppercomm The Presidio Group BlueVine Capital Equifax Kreditech Petra Partners Thiel Capital BMO Capital Markets EveryLoan Inc Kubo Financiero PIMCO ThinCats BOFI Federal Bank Evolution Income Fund Landbay Pine Brook Partners Thomvest Ventures Bond Street Executive Loan Center Lend Academy Ping An Insurance Group--Shanghai Tide Pool Capital LLC Borro Experian plc Lendalytics Inc. Lujiazui International Financial Asset Tieback Realty Services, Inc. Brandenburger Consulting FastPay Lendico Exchange Co.,Ltd. Tiger Global Buchanan Ingersoll & Rooney Federal Reserve Board Lending Club Port Madison Income Fund TJS (USA), Inc. Burr Pilger Mayer FICO LendingHome Portfolio Financial Servicing Com- Together Capital, LLC CAN Capital FIG, LLC LendingTree pany Top Trend International Canaan Partners Finovate Group LendInvest Praesideo Tritium Research, Inc CapiLoan Limited First Associates Lendio Prodigy Finance TrueAccord Capital One First Associates Loan Servicing LendLift Professional Education Institute TrustBuddy Capital Partners Services Corp First Marblehead Corporation LendLink Promontory Financial Group Trusted Ventures CapitalSpring Firstrust Bank Lendlink AB Prospect Capital Tsinghua University Carillon Capital Flexpoint Ford Lendly Pty Ltd Prosper U.S. Competitiveness Project, CarVal Investors LLC Fortress Investment Group LendUp Quantitative Tactics Harvard Business School Cascade Receivables Management ForwardLine LendZoan Quest Capital Strategies UC Berkeley CashCall Foundation Capital LeoGroup Management, LLC Quick Bridge Funding UK Bond Network CE2 Capital Partners Francisco Partners Leucadia National Corporation Quotanda United Medical Credit Celtic Bank FT Partners Liberum R.W. Pressprich & Co. Uprising Ceniarth, LLC FTV Capital Lighthouse Capital Rackson Asset Management Upstart Chalkhill Partners LLP FullThrottleVentures Loan Academy, LLC RainFin USC Marshall Chapman and Cutler LLP Fundación Capital Colombia Loan Ranger Rainmaker Inc. Uvamo China Rapid Finance Fundation Loan Science LLC Raiseworks Vanage Media CircleBack Lending, Inc. Fundera LOANCLUBUSA, INC Ranger Capital Varde Partners Citi Group Funding Circle Loftopia RateSetter Victory Park Securities Citi Ventures Funding Knight LogisticsFinance RBC Capital Markets Vouch Money Citigroup G5 Mortgage London Bay Capital Realty Mogul W2 Associates Cloud Lending G8 Capital Looking Glass Investments rebuildingsociety.com Waldorf Trade Risk, LLC Cloud Lending Garnet Capital Advisors Lufax Red Rock Assets LLC Wales Capital and CrowdBureau Club Hill Capital Garrison Investment Group Lux Analytics LLC REIFA & NationalREIA Wangdaizhijia Cognizant General Atlantic Lynn
Recommended publications
  • East Africa Crowdfunding Landscape Study
    REPORT | OCTOBER 2016 East Africa Crowdfunding Landscape Study REDUCING POVERTY THROUGH FINANCIAL SECTOR DEVELOPMENT Seven Things We Learned 1 2 3 4 East African East Africa’s Crowdfunding There’s appetite to crowdfunding platforms report risks and the do business and to markets are on promising regulatory learn more from the move. progress. environment. across East Africa. Crowdfunding platforms Since 2012 M-Changa In Kenya, for example, Over 65 participants at- (donation, rewards, debt has raised $900,000 Section 12A of the Capi- tended the Indaba & and equity) raised $37.2 through 46,000 tal Markets Act provides a Marketplace from all cor- million in 2015 in Kenya, donations to 6,129 safe space for innovations ners of the East African Rwanda, Tanzania and fundraisers. Pesa Zetu to grow before being sub- market. Uganda. By the end of Q1 and LelaFund are also ject to the full regulatory 2016, this figure reached opening access to their regime. $17.8 million – a 170% deals on the platform. year-on-year increase. 5 6 7 East Africa’s MSMEs ex- There are both commercial Global crowdfunding press a demand for alterna- and development oppor- markets are growing tive finance, but they’re not tunities for crowdfunding fast but also evolving. always investment-ready or platforms in East Africa. Finance raised by crowdfunding able to locate financiers. Crowdfunding platforms have the platforms worldwide increased from 45% of Kenyan start-ups sampled re- potential to mobilise and allocate $2.7 billion in 2012 to an estimated quire between $10,000 and $50,000 capital more cheaply and quickly $34 billion in 2015.
    [Show full text]
  • Neobank Varo on Serving Customers' Needs As P2P Payments See A
    AUGUST 2021 Neobank Varo on serving customers’ needs as P2P payments see Nigerian consumers traded $38 million worth of bitcoin on P2P platforms within the past month a rapid rise in usage — Page 12 (News and Trends) — Page 8 (Feature Story) How P2P payments are growing more popular for a range of use cases, and why interoperability will be needed to keep growth robust — Page 16 (Deep Dive) © 2021 PYMNTS.com All Rights Reserved 1 DisbursementsTracker® Table Of Contents WHATʼS INSIDE A look at recent disbursements developments, including why P2P payments are becoming more valuable 03 to consumers and businesses alike and how these solutions are poised to grow even more popular in the years ahead FEATURE STORY An interview with with Wesley Wright, chief commercial and product officer at neobank Varo, on the rapid 08 rise of P2P payments adoption among consumers of all ages and how leveraging internal P2P platforms and partnerships with third-party providers can help FIs cater to customer demand NEWS AND TRENDS The latest headlines from the disbursements space, including recent survey results showing that almost 12 80 percent of U.S. consumers used P2P payments last year and how the U.K. government can take a page from the U.S. in using instant payments to help SMBs stay afloat DEEP DIVE An in-depth look at how P2P payments are meeting the needs of a growing number of consumers, how 16 this shift has prompted consumers to expand how they leverage them and why network interoperability is key to helping the space grow in the future PROVIDER DIRECTORY 21 A look at top disbursement companies ABOUT 116 Information on PYMNTS.com and Ingo Money ACKNOWLEDGMENT The Disbursements Tracker® was produced in collaboration with Ingo Money, and PYMNTS is grateful for the companyʼs support and insight.
    [Show full text]
  • Crowdlending in Asia: Landscape and Investor Characteristics
    Crowdlending in Asia: Landscape and Investor Characteristics November 2020 2 Table of Contents Overview 3 Methodology Overview 4 Methodology Statement 4 Crowdlending in Asia 5 Text Analytics and Insights 7 Crowdlending Investor Characteristics 15 Survey Analysis and Insights 16 Crowdlending in Asia: Landscape and Investor Characteristics | Findings and Insights | Findings and insights 3 Overview Multiple issues arise with the emergence of crowdlending; these pertain to regulation, risk management and investors’ behaviour. Compared to the non-investment crowdfunding model, crowdlending is the dominant model in the world. As of 2019, crowdlending accounted for more than 95% of the funds raised worldwide, with Asian countries – particularly China – in the lead. In early 2020, China had the largest volume of money-raising transactions from crowdfunding totalling more than 200 billion USD. However, given the industry’s potential growth in Asian countries, multiple issues with crowdfunding practices need to be resolved. Media coverage on crowdlending is increasingly widespread, as seen from how it has become a buzzword within the last few years. Media attention on crowdlending can help us understand media awareness, media framing, and public understanding of the topic. Further, there is a lack of information on distinct characteristics and decision making of crowdfunding investors in the field of investor behaviour. We analysed the news coverage on crowdlending in Asia spanning a ten-year period from 2009 to 2019. We also surveyed crowdlending investors to understand their behaviours when interacting with crowdlending platforms. Our analyses provide insights into the challenges and opportunities of the crowdlending industry in Asia. They also reveal crowdlending investors’ behaviour.
    [Show full text]
  • How Financial Technologies Are Revolutionizing the Financial Industry
    HOW FINANCIAL TECHNOLOGIES ARE REVOLUTIONIZING THE FINANCIAL INDUSTRY Lucie Duval Dissertation submitted as partial requirement for the conferral of Master in Finance Supervisor: António Freitas Miguel, Assistant Professor of Finance, Department of Finance, ISCTE Business School September 2016 NIZING THE THE FINANCIAL NIZING INDUSTRY Lucie Duval LOGIES ARE LOGIESREVOLUTIO ARE HOW FINANCIALTECHNO Abstract Financial technologies (fintech) have known an incredible exposure over the last years, attracting investments of large billions of dollars. Fintech can be seen as the match between finance and technology and they are imposing a way of thinking in all the branches of the financial industry. The main aim of this dissertation is to study how the financial technologies are revolutionizing the financial industry. After the financial crisis of 2008, customers have changed their ways of seeing “Finance” and, more particularly, “Banks”, looking for products and services responding to their needs. Moreover, the financial crisis has highlighted a relevant number of dysfunctions of the banking sector and on the financial regulation. Regulators have strengthened their requirements for banks, particularly in their relations with clients. These have opened a breach for Fintech companies and they are using it. Fintech companies rely on a different value proposition to clients that is based on a timesaving, fast and clear experience. Indeed they are proposing majors innovation in products and also in the processes. Fintech companies have put the customer back at the center of all their attention; customer becomes again the top priority. Financial technologies have already revolutionized the finance industry even if their impact on the market, for the moment may still be seen as trivial.
    [Show full text]
  • Investigating the Application of Banking Regulation to Online Peer-To-Peer Lending Platforms in South Africa to Counter Systemic Risk
    Investigating the application of banking regulation to online peer-to-peer lending platforms in South Africa to counter systemic risk Tamarin Angela Floyd Student number 16391871 A research project submitted to the Gordon Institute of Business Science, University of Pretoria, in partial fulfilment of the requirements for the degree of Master of Business Administration. 6 November 2017 i © University of Pretoria ABSTRACT The behaviour and activities of online peer-to-peer lending platforms have evolved in different ways across jurisdictions, not fitting neatly within existing financial regulatory frameworks. Together with the growth momentum of the industry and the cases where losses were suffered, this culminated in a call to regulate peer-to-peer lending platforms adequately. The research presents an analysis of online peer-to-peer lending platforms through the lens of banking theory, questioning whether peer-to-peer platforms are behaving like banks and whether they pose systemic risk. These research questions feed into the ultimate research problem: whether online peer-to-peer lending platforms should be regulated like banks with respect to liquidity and capital requirements. Liquidity and capital requirements were designed to stem systemic risk in financial systems and have been praised as effective tools. Qualitative exploratory research was undertaken with 18 experts in the field. Key findings included that the presence of systemic risk is contingent on the operating structure and legal implications of the peer-to-peer platform. In certain cases, systemic risk could be present and as such liquidity and capital requirements should apply. The scope of the research was restricted to the South African financial system due to the unique nuances of its regulatory framework.
    [Show full text]
  • Proptech 3.0: the Future of Real Estate
    University of Oxford Research PropTech 3.0: the future of real estate PROPTECH 3.0: THE FUTURE OF REAL ESTATE WWW.SBS.OXFORD.EDU PROPTECH 3.0: THE FUTURE OF REAL ESTATE PropTech 3.0: the future of real estate Right now, thousands of extremely clever people backed by billions of dollars of often expert investment are working very hard to change the way real estate is traded, used and operated. It would be surprising, to say the least, if this burst of activity – let’s call it PropTech 2.0 - does not lead to some significant change. No doubt many PropTech firms will fail and a lot of money will be lost, but there will be some very successful survivors who will in time have a radical impact on what has been a slow-moving, conservative industry. How, and where, will this happen? Underlying this huge capitalist and social endeavour is a clash of generations. Many of the startups are driven by, and aimed at, millennials, but they often look to babyboomers for money - and sometimes for advice. PropTech 2.0 is also engineering a much-needed boost to property market diversity. Unlike many traditional real estate businesses, PropTech is attracting a diversified pool of talent that has a strong female component, representation from different regions of the world and entrepreneurs from a highly diverse career and education background. Given the difference in background between the establishment and the drivers of the PropTech wave, it is not surprising that there is some disagreement about the level of disruption that PropTech 2.0 will create.
    [Show full text]
  • Pushing Boundaries: the 2015 UK Alternative Finance Industry Report
    PUSHING BOUNDARIES THE 2015 UK ALTERNATIVE FINANCE INDUSTRY REPORT February 2016 Bryan Zhang, Peter Baeck, Tania Ziegler, Jonathan Bone and Kieran Garvey In partnership with with the support of CONTENTS Forewords 04 Introduction 10 About this study 12 The Size and Growth of the UK Online Alternative 13 Finance Market Market Size and Growth by Alternative Financing 14 Models Increasing Share of the Market for Business Funding 19 Market Trends in Alternative Finance 22 Expanding Base of Funders and Fundraisers 23 Market Entrants and Partnership strategies 25 Seeking Growth Through Awareness, Increased 26 Marketing and Forging Partnerships 27 Institutionalisation of the Market Cross-Border Transactions and Internationalisation 30 The Geography and Industries & Sectors of 31 Alternative Finance Industry Perspectives on Regulation, Tax Incentives 33 and Risks Size and Growth of the Different Online 38 Alternative Finance Models Peer-to-Peer Business Lending 39 Peer-to-Peer Business Lending (Real Estate) 40 Peer-to-Peer Consumer Lending 41 Invoice Trading 42 Equity-based Crowdfunding 43 Equity-based Crowdfunding (Real Estate) 44 Reward-based Crowdfunding 45 Community Shares 46 Donation-based Crowdfunding 46 Pension-led Funding 47 Debt-based Securities 47 Conclusion 48 Acknowledgements 50 Endnotes 51 3 ABOUT THE AUTHORS BRYAN ZHANG Bryan Zhang is a Director of the Cambridge Centre for Alternative Finance and a Research Fellow at the Cambridge Judge Business School. He has co-authored !ve industry reports on alternative !nance. PETER BAECK Peter Baeck is a researcher at Nesta, where he focuses on crowdfunding, peer-to-peer lending and the role of digital technologies in public and social innovation.
    [Show full text]
  • Raising Finance for Europe's Small & Medium-Sized Businesses
    Raising finance for Europe’s small & medium-sized businesses A practical guide to obtaining loan, bond and equity funding Association for Financial Markets in Europe www.afme.eu Disclaimer This guide should not be relied upon as legal, financial, regulatory or other professional advice. Users of the guide are encouraged to seek appropriate independent advice before entering into any kind of financing transaction. While the information contained in this is taken from sources believed to be reliable, AFME does not represent or warrant that it is accurate or complete and AFME and its employees and consultants shall not have any liability arising from, or relating to, Septemberthe use of this guide 2015 or its contents. Raising finance for Europe’s small & medium-sized businesses Page ii Contents Foreword 2 1. Introduction 4 2. What type of finance? 6 3. Choices for loan finance 7 3.1 Bank and non-bank loans 7 3.2 Leasing / equipment finance 12 3.3 Invoice financing 12 3.4 Trade finance 13 3.5 Peer-to-peer lending and crowdfunding 15 4. Bond issues for larger SMEs 17 5. Raising equity 20 5.1 Family and friends 20 5.2 Equity crowdfunding 20 5.3 Business angels 21 5.4 Venture capital and private equity 22 5.5 Going public: equity listing requirements, process and timeline 24 6. Pan-European and government SME support schemes 28 6.1 Pan-European programmes 28 6.2 Information on national development banks 30 Appendix 1: Useful links for SMEs 34 Appendix 2: Overview of pan-European and national SME assistance programmes 38 Appendix 3: Stock exchange requirements for equities and bonds 42 Appendix 4: Database: Sizing of SME loan and equity markets 44 Contacts 48 Raising finance for Europe’s small & medium-sized businesses Page 1 Foreword Foreword On behalf of AFME, I am delighted to introduce this guide, which provides practical information to SMEs across Europe on how to raise finance from a variety of sources.
    [Show full text]
  • REGULATION of CROWDLENDING in the EUROPEAN UNION Understanding the Suitableness of EU Legislation for Crowdlending
    REGULATION OF CROWDLENDING IN THE EUROPEAN UNION Understanding the suitableness of EU legislation for crowdlending. Thesis – LL.M International Business Law Aleix Vidal Monés Tilburg University 2017/2018 Student name Aleix Vidal Monés Supervisor Gil-Lemstra, P. (LLM) SNR 233888 Date 2018 ABSTRACT This paper works about the added value of crowdlending as a source of funding, its characteristics opportunities, risks and regulatory implications for the European Union (EU). In concrete, the thesis’ research is mainly focused on discovering whether the European fragmented regulatory scenario it is an appropriate playground for the crowdlending sector development. The conclusions are clear. They point out that the current EU regulatory panorama does not fit the needs of the crowdlending sector. In this sense, legislative action from the EU institutions is required to turn the "state by state" based crowdlending sector into a common European industry. TABLE OF CONTENTS I.- INTRODUCTION ......................................................................................................................... 1 A) Presentation of the topic: ..................................................................................................... 1 B) Prior work on this subject: .................................................................................................... 4 C) Purpose and methodology research: .................................................................................... 5 D) Chapters overview: ..............................................................................................................
    [Show full text]
  • Crowdfunding and Crowdsourcing
    Crowdfunding and Crowdsourcing Drew Tulchin July 13, 2016 Training Objec-ves • Understand possibili-es, limitaons of crowdfunding & crowdsourcing • Explore different types of crowdfunding models; when each appropriate • Gain familiarity with some online plaorms • Learn best prac-ces • Check out case studies Have fun! Please ask ques/ons at any /me About UpSpring www.upspringassociates.com Network of seasoned consultants for impact investment and development to help businesses, organizations, foundations and governments "Do well by doing good" • Certified HubZone Small Business • ‘B Corporation’ since 2010, the first in New Mexico • Honors: 2015, ‘14 & ‘11 “One of the Best for the World” One of 119 companies from 20 countries 2012 Honoree NM Sustainable Business of the Year Drew Tulchin, MBA, Managing Partner 16 years experience building start-ups and growing organizaons. Specializing in the 'triple boOom line,’ focus is market driven business success that generates social, community, and environmental value Consul-ng experience with numerous Nave American Tribes and in 40+ countries from A (Afghanistan) to Z (Zambia) Recent capital raises: Ohkay Owingeh Housing Authority in NM, US MFI from the U.S. Dept. of Treasury, Koolkids in Vietnam, Solar and Energy Loan Fund (SELF) in Florida, and Sea2Table in NY 100+ publicaons and presentaons on these topics 100+ strategic and business plans Efforts >$100 mil in socially mo-vated capital Biz plan winner, Global Social Venture Comp; Prisma Microfinance raised venture $1.2 mil Helped raise $2.7 mil
    [Show full text]
  • Information Technology Deals for January 2021
    Information Technology Deals for January 2021 Company Name Description Deal Synopsis Akuity Technologies Provider of IT Managed Services to small-to-medium sized The company was acquired by ICS, via its financial sponsor businesses, municipalities, healthcare, educational ClearLight Partners, through an LBO on January 8, 2021 for an institutions and non-profit organizations. The company undisclosed sum. offers a full scope of IT products and services including storage and virtualization, managed and help desk services, Voice over IP, strategic planning, hardware and software procurement and complete implementation services, thereby helping clients to focus on their core business and outsource IT services and run operations more efficiently. Amino Payments Developer of digital media supply chain platform designed The company was acquired by Integral Ad Science, via its to provide transparency to online advertising space. The financial sponsor Vista Equity Partners, through an LBO on company provides technologies from blockchain, January 14, 2021 for an undisclosed sum. payments and advertising to bring transparency to online advertising and eliminates fraud, waste and abuse, making the entire industry more transparent and cost- effective. AMTdirect Provider of contract management services for real estate The company was acquired by MRI Software, via its financial professionals and lease administrators. The company's sponsors GI Partners, Harvest Partners and TA Associates SaaS platform offers businesses with anytime access to Management through an LBO on January 27, 2021 for an their full property inventory, lease information, contracts, undisclosed sum. and associated expenses and revenues, enabling them to efficiently organize all lease and related information in a fully automated system that integrates with ERP and accounting systems.
    [Show full text]
  • Oregon Investment Council
    Oregon Investment Council ~ Agenda ~ February 24, 2010 - 9:00 AM PERS Headquarters 11410 S.W. 68th Parkway Tigard, OR 97223 Oregon Investment Council Harry Demorest Chair Office of The State Treasurer Ben Westlund State Treasurer Ronald Schmitz Chief Investment Officer OREGON INVESTMENT COUNCIL 2010 Meeting Schedule Meetings Begin at 9:00 am at PERS Headquarters Building 11410 SW 68th Parkway Tigard, OR 97223 January 27, 2010 February 24, 2010 April 28, 2010 May 26, 2010 July 28, 2010 September 29, 2010 October 27, 2010 December 1, 2010 OREGON INVESTMENT COUNCIL Agenda February 24, 2010 9:00 AM PERS Headquarters 11410 S.W. 68th Parkway Tigard, Oregon Time A. Action Items Presenter Tab 9:00-9:05 1. Review & Approval of Minutes Ron Schmitz 1 January 27, 2010 Chief Investment Officer 9:05-10:05 2a. Public Equity Review Kevin Nordhill 2 Senior Investment Officer Mike Viteri Investment Officer Ben Mahon Investment Officer John Meier Strategic Investment Solutions 2b. Westwood Global Investments Meg Reynolds OPERF Public Equity Principal 10:05-10:45 3. Sageview Capital Jay Fewel 3 OPERF Private Equity Senior Investment Officer David Fann Pacific Corporate Group William Harrison Chairman, CBC Paul Murphy CEO, CBC Scott Stuart Director, CBC 10:45-11:00 ---------------------BREAK---------------------- 11:00-11:30 4. OPERF Private Equity Annual Plan Jay Fewel 4 David Fann Harry Demorest Keith Larson Ben Westlund Katy Durant Richard Solomon Paul Cleary Chair Vice-Chair State Treasurer Member Member PERS Director (Ex-officio) 11:30-11:35 5. AQR/CNH Partners Convertible Bond Fund Jay Fewel 5 OPERF Opportunity Portfolio John Hershey Investment Officer 11:35-11:45 ---------------------LUNCH BREAK---------------------- B.
    [Show full text]