Last week I had the privilege of speaking at the Digital Asset Strategies Summit (DASS), in Dallas, where prominent institutional investors and industry thought leaders gathered to explore crypto investing strategies. To say that it was the most inspirational conference I had ever attended would be an understatement. I spent the entire day completely engrossed in […]
Why Last Week’s Crowd Invest Summit was F*cking Awesome
I had the pleasure of speaking at last week’s Crowd Invest Summit, the largest gathering of crowdfund enthusiasts since the industry first emerged. Influencer and visionary, James Altucher opened up the show, and he did not disappoint. I’m a big fan of Altucher’s and have many times drawn inspiration from his articles. But, this was […]
The Most Transformational Era in Financial Services Since the 1980s
I would like to thank everyone who joined us at the FinTech Revolution event in New York City and over the digital airwaves on November 15th. I am especially grateful for our speakers whose products, technologies and visions are dramatically improving and democratizing financial services. Some of the event highlights – which are all available […]
Modernizing the Self-direct IRA – The Trillion Dollar FinTech Opportunity
A little over five years ago, a self-directed IRA expert named Jim Jones reached out to me through LinkedIn to discuss the value proposition of the self-directed IRA – a retirement vehicle that gives individual investors greater control of their retirement capital and the freedom to invest beyond conventional asset classes and into coveted alternative […]
LendIt – Once Again Helping Predict the Future of P2P and Online Lending
1996 was great year. Hootie & the Blowfish were packing stadiums. Cellphones were just starting to get a little bit smaller than that monstrosity famously used by Michael Douglas in the 1987 classic film, “Wall Street”. Starbucks opened its first store outside of North America, gracing Asia with custom lattes. The infrastructure to support this […]