While I can’t recall the exact date, I can remember the very spot where I was standing when, in early 2015, I received a call from my good friend and crowdfund pioneer, Sally Outlaw. I assumed that she was calling to discuss the latest State to promulgate crowdfunding legislation or perhaps to bounce off a […]
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 […]
GROUNDFLOOR – NEVER GIVING UP ON THE RETAIL INVESTOR
Throughout my career, I’ve been a strong advocate of financial fairness and Wall Street reform. My research has centered on a creed that wealth gaps can be successfully narrowed by democratizing access to capital through laws and technologies that facilitate micro-alternative investing. Such liberalization can help solve many of the issues that have been the subject of […]
FinFair 2015 Recap
I’d like to thank everyone who participated in FinFair 2015, Wall Street’s inaugural crowd-centric retail alternatives conference. I launched FinFair because I wholeheartedly believe we are at a seminal moment in American economic history where the confluence of technology and regulatory easing are staged to deliver greater investing freedoms to the general public and instill […]
The Road to Crowd-Centric Retail Alternatives and the Future of Financial Products
The evolution of financial products through innovations in brokerage services, advisory tools, investment products, retirement plans, financial technology as well as shifts in both the political as well as economic climate