January 30-31, 2014 San Diego Convention Center

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Tentative Program
Thursday, January 30
8:00 am 6:00 pm Registration Open 8:00 9:00 Networking Breakfast 9:00 9:30 Opening Keynote Address: Doug Ellenoff | Corporate and Securities Attorney | Ellenoff, Grossman & Schole LLP The State of Crowdfunding: How crowdfunding will change the investment, securities, real estate, P2P and entrepreneurial markets. 9:30 10:45 Keynote Panel: The Essentials of Crowdfunding Hear from legal experts who will provide advice on meeting crowdfunding compliance standards. Implementation of Title II and the opportunities of Title III have brought major shifts in the way issuers and investment professionals communicate with prospective investors. Learn about the opportunities presented, which services a business needs to succeed and how to find them. 10:45 11:30 Keynote Panel: The Future of Crowdfunding in 2014 2014 will be a big year for crowdfunding. Title II has been implemented and larger, more sophisticated financial service companies are entering the field. This panel of leading crowdfunding industry journalists will discuss their perspectives regarding what the crowdfunding industry will bring into 2014. 11:30 - 12:00 Networking Break EXHIBIT HALL OPENS 12:00 1:15 Keynote Roundtable: Platforms and Portals Keynote Panel What are the core differences between the leading platforms? Learn about the competitive advantages of Title II and III portals, as well as gift portals. Discover which route is right for you or your clients and what the best investing options are. 1:00 2:30 Lunch and Networking Break Exhibit Hall 2:30 6:00 Concurrent Sessions 2:30 3:20 Technical Pricing 101: When securing a loan or investing in debt, nothing is more important than pricing. In this informative panel, the leading experts in the P2P landscape will walk you through a high level overview of pricing including: info@coastalshows.com www.coastalshows.com

The right/acceptable interest rate How to assess risk How to adjust rating

2:30 3:20 Professionals Track: Grow your practice by finding out the legal and regulatory facts that will make a difference for your clients. Discover what it takes to protect your intellectual property. 3:30 4:20 Best Investment Opportunities Track: Its Not Just a Tech Play, How will Real Estate Take Over the Crowd Crowdfinance focuses on technology start-ups looking for capital. The debt markets are changing, learn how to navigate both high-end real estate notes and high-end business loans. Learn what every investor needs to know about investing in debt. View leadership examples on what makes an opportunity a strong, profitable investment. 3:30- 4:20 FUNDS and Family: Review lessons learned from P2P participation in the consumer market. Learn what family offices and funds entering the commercial debt market need to know in order to mitigate and increase returns. 4:20 4:50 Networking Break 4:50 6:00 Evening Keynote Session: Investing in Crowdfunding: Wealth Managers Embrace Peer-to-Peer: The Pros, Cons and the Various Strategies Wondering how to make money in debt financing using crowdfunding options? As Title II and Title III move through regulation, there are many viable options for accredited and non-accredited investors. Participate in an in-depth exploration of debt and equity based crowdfunding options such as: Debt and Equity Real Estate Crowdfunding Fund Diversification Options P2P Lending

6:00-7:00 Evening Networking Reception

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Friday, January 31
8:00 10:00 Registration Open 8:30 9:30 Networking Breakfast (Exhibit Hall) 9:30 10:00 Keynote Address: Richard Swart, UC Berkeley Developing Key Global Crowdfunding Analytics

10:00 11:15 Keynote Panel: Discover the next wave of crowdfunding opportunities and what it means for your business. Learn about Royalty-Based Crowdfunding entertainments next big investment opportunity. 11:15 11:45 Networking Break 11:45 12:45 Securities and Crowdfunding Keynote Roundtable: Discover international small securities and other strategies to achieve the highestyielding results in Title II general solicitation. 12:45-1:30 Lunch in Exhibit Hall Exhibitor Quick Chats: Platforms, fund managers and exhibitors are available for a question and answer session in the Exhibit Hall. 1:30 2:30 Keynote Session: Crowdfunding Success Stories Hear from four companies that have raised millions in crowdfunding and launched their business enterprises. 2:40 3:40 What Every Attorney and CPA Needs to Know About the JOBS Act: This panel features an in-depth exploration of regulatory changes regarding JOBS Act legislation and general solicitation. Conference Concludes

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