The 2014 Canadian Equity Crowdfunding Conference

TORONTO ** CALGARY ** VANCOUVER ** OTTAWA ** MONTREAL

Join the Equity Crowdfunding Alliance of Canada May 29 to hear from four CEO’s of Canadian Equity Crowdfunding Portals – learn about the criteria for getting listed and how they connect ventures with investors. You’ll also hear from VCs/Angels on how they plan to capitalize on equity crowdfunding, and from various experts on how to run a successful equity crowdfunding campaign from beginning to end.

You will benefit from participation if you are a:

• Start-up or growth stage entrepreneur or innovator seeking alternative fundraising options and practical, step-by-step tips on running a successful equity crowdfunding campaign;
• Private/angel investor or venture capitalist seeking information on how best to work with crowdfunded companies and on opportunities that crowdfunding may create for you;
• Crowdfunding platform provider who is promoting a portal in the capital of innovation and private investments;
• Marketing specialist, legal advisor, accountant or other service professional looking for new clients and partners;
• Business or law student interested in the areas of securities, private investment, entrepreneurial initiatives, and marketing;
• Journalist and business blogger searching for new topics of interest; or
• Participant considering supporting crowdfunding projects or investing in businesses through crowdfunding.

Your ticket price includes:

- Continental Breakfast
- Continuous refreshments breaks offered the entire day
- Buffet Lunch

There is LIMITED SEATING for this hot topic event - Book early to avoid disappointment!

Conference Agenda and Confirmed Speakers

8:00-8:45 am Registration and Continental Breakfast

8:45-9:15 am Welcome Remarks and Equity Crowdfunding Concepts

Rochelle Grayson - Co-Founder, ArtSites.ca; Digital & Social Media Executive; Program Advisor / Industry Chair, UBC Digital Strategy Certificate Program

Oscar Jofre – Founder, President and CEO, BoardSuite Corp; Co-Chair and Co-Founder, Equity Crowdfunding Alliance of Canada (ECFA)

9:15-10:00 am Equity Crowdfunding in Canada – Regulation & Selling Securities on the Internet

Brian Koscak – Partner, Cassels, Brock & Blackwell LLP, Chair, PCMA Canada, Co-Chair and Co-Founder, Equity Crowdfunding Alliance of Canada (ECFA)

10:00-10:15 am Networking Break

10:15-11:15 am Equity Crowdfunding Portals – Players and Offering in Canada

Geoff Archer (moderator) – Associate Professor and Director, Eric C. Douglass Centre for Entrepreneurial Studies, Royal Roads University

Peter-Paul Van Hoeken - Founder & CEO, Silver Maple Ventures Inc.

Tim McKillican – President, Open Avenue Inc.

Carlos Pinto Lobo - Chief Compliance Officer, SVX, MaRS Centre for Impact Investing

Marcus New – Founder and Chief Entrepreneur, InvestX Capital Ltd., Chairman, Stockhouse Publishing Ltd.

11:15–12:00 pm Dialogue with the British Columbia Securities Commission

Brian Koscak (moderator) – Partner, Cassels, Brock & Blackwell LLP, Chair, PCMA Canada, Co-Chair and Co-Founder, Equity Crowdfunding Alliance of Canada (ECFA)

Leslie Rose - Senior Legal Counsel, British Columbia Securities Commission

12:00-12:45 pm Lunch - generously sponsored by MNP Corporate Finance Inc.

12:45-2:15 pm Pre - and During Campaign: Tips and Tools for a Successful Equity Crowdfunding Campaign (due diligence, capital structure, investment documentation, choosing a portal, corporate governance, marketing/portal activity)

Rochelle Grayson (moderator) - Co-Founder, ArtSites.ca; Digital & Social Media Executive; Program Advisor / Industry Chair, UBC Digital Strategy Certificate Program

Lyn Blanchard – President, Creekstone Consulting Inc.

Doug Bedard - Senior Vice-President & Director, MNP Corporate Finance Inc.

Alixe Cormick – Securities Attorney, Venture Law Corporation

Peter-Paul Van Hoeken - Founder & CEO, Silver Maple Ventures Inc.

2:15-2:30 pm Networking Break

2:30-3:15 pm Post Campaign (shareholder relations and management tools, reporting requirements, planning for an exit)

Oscar Jofre – Founder, President and CEO, BoardSuite Corp; Co-Chair and Co-Founder, Equity Crowdfunding Alliance of Canada (ECFA)

Brian Koscak – Partner, Cassels, Brock & Blackwell LLP, Chair, PCMA Canada, Co-Chair and Co-Founder, Equity Crowdfunding Alliance of Canada (ECFA)

3:15-4:15 pm How can Angels and VCs Capitalize on Equity Crowdfunding?

Geoff Archer (moderator) – Associate Professor and Director, Eric C. Douglass Centre for Entrepreneurial Studies, Royal Roads University

Michael Volker – Director, SFU Innovation Office, WUTIF Capital and GreenAngel Corp

Bonnie Foley-Wong – Founder, Pique Ventures; Co-Founder, Spring.is

Boris Mann – Managing Partner, Full Stack

Theo Sanidas - Entrepreneur, Angel Investor

4:15-4:30 pm Closing Remarks

Oscar Jofre – Founder, President and CEO, BoardSuite Corp; Co-Chair and Co-Founder, Equity Crowdfunding Alliance of Canada (ECFA)