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Accelerate access to capital markets and emerging fintech opportunities!  February 28 - March 1, 2017 - Toronto
FINTECH > CROWDFINANCE > INTERNET FINANCE > FUNDING

Full conference agenda and registration at www.crowdfundingsummit.ca

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Tuesday, February 28
 

13:30

Pre-Summit Registration (LIMITED)
Registration and Networking at OneEleven's amazing new digs!

From Accelerator to Innovation Hub:  OneEleven is creating Canada’s largest scale-up hub with the most sophisticated entrepreneurs, influential thought-leaders, fastest growing tech startups and disruptive corporate partners in Canada’s innovation ecosystem.


Tuesday February 28, 2017 13:30 - 14:00
OneEleven 325 Front St W, Toronto, ON M5V 2Y1

14:00

FundingNomad: Profit-Sharing or Royalty Deals for Investors & Issuers
Speakers
avatar for Brad Kerr

Brad Kerr

CEO & Co-founder, FundingNomad
Brad is the CEO and Co-Founder of FundingNomad – an equity-based crowdfunding platform for the best entertainment investment opportunities for accredited and retail investors. FundingNomad is focused on entertainment deals that include stage shows, musicals, film/movie productions, direct-to-digital media, interactive exhibits, recreation/leisure projects, and hospitality/resort real estate developments. Investors from Canada, the... Read More →
avatar for Joe Kodjian

Joe Kodjian

CCO & Co-founder, FundingNomad
About Joe Kodjian   Joe Kodjian is the Chief Compliance Officer and Co-Founder of FundingNomad, a global equity-based crowdfunding platform for the best entertainment investment opportunities for accredited and retail investors. Joe is an experienced, top-ranking finance and securities professional with a particular focus on risk management, compliance, alternative asset management and securities trading. Throughout his career, Joe has... Read More →


Tuesday February 28, 2017 14:00 - 14:30
OneEleven: Workshop Room 1 325 Front St W, Toronto, ON M5V 2Y1

14:30

Crowdmatrix Showcase: Live Deals and Overview of Lead Investor Model & EVP Fund
Showcasing Crowdmatrix pitches from:
  1. My Green Space
  2. Airshares
  3. EVP Fund

Speakers
avatar for Rubsun Ho

Rubsun Ho

CEO, Crowdmatrix
Rubsun Ho is Chief Crowdpleaser at Crowdmatrix Inc., a private investment platform that will bring efficiency and transparency to the capital raising process for Canadian growth companies. A portfolio company of Extreme Venture Partners, Crowdmatrix plans to launch in late spring, 2015. | | Rubsun is also a co-founder and partner of Cognition LLP, a virtual law firm that was created to address the rising costs and inefficiencies of corporate... Read More →


Tuesday February 28, 2017 14:30 - 15:00
OneEleven: Workshop Room 1 325 Front St W, Toronto, ON M5V 2Y1

15:00

Brightspark Ventures: How to invest in early-stage companies

About the workshop

Join us for this comprehensive course to learn advanced skills and get expert advice on investing in early-stage companies. This event is ideal for individual investors with some experience or with basic knowledge of startup investing.

You'll learn important skills and get real answers from our experts who have decades of experience investing in startups. We guarantee that you'll walk away a more confident investor!

Key topics will include: Investing fundamentals, term sheets, valuation, rights, picking winners, available vehicles for Canadian investors, best practices, portfolio management tips, and more!


Speakers
avatar for Judge:  Mark Skapinker

Judge: Mark Skapinker

Managing Partner, Brightspark Ventures
Mark has been an entrepreneur and seed investor in the Canadian software industry since the inception of the personal computer in the 1980’s. In 1988, he co-founded Delrina Corporation, makers of WinFax, one of the most popular Windows programs of all time and one of Canada’s most successful software companies. Mark was president of Delrina until it was acquired by Symantec in November 1995. Delrina grew to over 600 people, with... Read More →


Tuesday February 28, 2017 15:00 - 16:00
OneEleven: Workshop Room 1 325 Front St W, Toronto, ON M5V 2Y1

16:00

R2Crowd: How to Invest in Real Estate if You Don't Have a Rich Uncle?
Speakers
avatar for Amar Nijjar

Amar Nijjar

President & CEO, R2Crowd
Amar is the Founder of Real Crowd Capital. He is responsible for strategic direction, business development, operations, and sits on R2CROWD’s Board of Directors and Investment Committee. Amar has funded over $5 billion and underwritten over $20 billion of real estate during his career. Amar is also a Senior Vice President at JLL (formerly Jones Lang LaSalle), where he leads the Debt Capital Markets group. Amar is licensed to trade in... Read More →
avatar for Max Vo

Max Vo

Chief Investment Officer, R2Crowd
I am an investments professional who has overseen real estate portfolios totaling more than 15 million square feet, and valued over $2.5B, in Canada, the US and Mexico. I have advised small clients and I have worked at some of the largest real estate advisory firms in Canada. I help real estate investors gain access to quality real estate investment opportunities, while reducing inefficiencies that exist in the traditional capital raising... Read More →



Tuesday February 28, 2017 16:00 - 17:00
OneEleven: Workshop Room 1 325 Front St W, Toronto, ON M5V 2Y1

17:00

VIP Networking Mixer: Hosted by GOWLING WLG (Canada) LLP @OneEleven
Join us for the quintessential pre-Summit VIP Networking Reception!  This is prime time networking with leaders in the fintech, crowdfinance, internet finance and online funding innovation ecosystem.  See you there - WILL SELL OUT!

Limited capacity


Tuesday February 28, 2017 17:00 - 19:30
OneEleven: VIP Networking Mixer 325 Front St W, Toronto, ON M5V 2Y1
 
Wednesday, March 1
 

07:30

CCS2017 Registration and Continental Breakfast
Wednesday March 1, 2017 07:30 - 08:20
MaRS: Lower Concourse 101 College St, Toronto, ON M5G 1L7

08:20

NCFA, PAYPAL CANADA & CCS2017 SUMMIT MC: Official Opening of the 3rd Annual 2017 Canadian Crowdfinance Summit
Speakers
avatar for Craig Asano

Craig Asano

Founding CEO, National Crowdfunding Association of Canada
Craig Asano is the Founding CEO of the National Crowdfunding Association of Canada (NCFA Canada), the leading industry organization actively engaged with both social and investment crowdfunding stakeholders across the country with the mandate to provide education, advocacy and networking opportunities in the emerging Crowdfunding industry.  He has spearheaded multiple programs and initiatives such as the Annual Canadian Crowdfunding... Read More →
avatar for CCS2017 Official Opening:  Alexander Peh

CCS2017 Official Opening: Alexander Peh

Head of Market Development & Mobile at PayPal Canada, Paypal
As Head of Market Development & Mobile for PayPal Canada, Alexander is responsible for working with Canadian businesses, partners and start-ups to enable compelling mobile and payment experiences. Before PayPal, he was a senior strategy consultant based in London, U.K where he advised brands like Domino’s, Audi, Microsoft and Vodafone Group on mobile and emerging technologies. Born and raised in... Read More →
avatar for CCS2017 Summit MC:  Andrew Work

CCS2017 Summit MC: Andrew Work

Head Content Strategist, Asia Pacific, NexChange
Mr. Work has 28 years experience working in politics, media, events, and community building. This has led to his founding and stewardship of prestigious organisations through senior leadership and general management roles over the last decade. | | He's also been providing insight, excitement and entertainment as an MC and auctioneer in Hong Kong, Canada, Europe and across Asia for over a decade. He had his start MCing political... Read More →


Wednesday March 1, 2017 08:20 - 08:30
MaRS: Plenary Auditorium 101 College St, Toronto, ON M5G 1L7

08:30

KEYNOTE by SEEDINVEST: Equity Crowdfinance: Past, Present and Future
It’s now been almost five years since the 2012 JOBS Act was signed into law in the United States.  And just in the past year, investing in startups opened-up to the other 98% of investors.  What lessons can Canada learn from the UK and the US?  Will 2017 be the year that equity crowdfunding finally goes mainstream?  How can Canada and the US work together more closely?  If you are a founder, investor, platform operator, platform partner, attorney or regulator you won’t want to miss this opening keynote.

Speakers
avatar for Keynote:  Ryan Feit

Keynote: Ryan Feit

CEO and Co-founder, SeedInvest
Ryan Feit is the CEO and Co-Founder of SeedInvest. Prior to founding SeedInvest, Ryan worked at Wellspring Capital Management and Lehman Brothers in New York City where he invested in, financed, and managed dozens of private and public businesses. Ryan was instrumental in the passage of the 2012 JOBS Act, which changed 80-year-old U.S. securities laws to make it possible for entrepreneurs to raise capital over the Internet. Since then, Ryan... Read More →


Wednesday March 1, 2017 08:30 - 08:55
MaRS: Plenary Auditorium 101 College St, Toronto, ON M5G 1L7

08:55

KEYNOTE by UBER: The Future of Urban Mobility + Fireside Chat
Moderators
avatar for Douglas Soltys

Douglas Soltys

Editor-in-Chief, Betakit
Douglas Soltys is the Editor-in-Chief of BetaKit. He has worked for a few failed companies and written about many more. He spends too much time on the Internet.

Speakers
avatar for Keynote: Adam Blinick

Keynote: Adam Blinick

Head of Public Policy, Uber Technologies
Adam Blinick is the Head of Public Affairs for Uber Canada. From August 2014 to December 2015, Adam oversaw Uber's Public Policy team for Canada, the Midwest and Texas, headquartered in Chicago. Prior to joining Uber, Adam held many senior roles in the Canadian government, including Deputy Chief of Staff to the Minister of Public Safety, Director of Policy to the Minister of Transport, and Special Advisor to the Prime Minister... Read More →


Wednesday March 1, 2017 08:55 - 09:15
MaRS: Plenary Auditorium 101 College St, Toronto, ON M5G 1L7

09:20

KEYNOTE by FUNDED TODAY: Show me the Money - How We Raised USD $100+ Million (Art or Science?)
Speakers
avatar for Keynote: Zach Smith

Keynote: Zach Smith

CEO and Co-founder, Funded Today
Zach Smith is a serial entrepreneur, having never had a “real” job his entire life. He’s always starting, selling, running, and managing businesses.  Zach loves helping others turn their dreams, ideas, and inspirations into successful companies.  This passion led to his creation of Funded Today, LLC, America’s most successful crowdfunding firm and largest provider of crowdfunding marketing services... Read More →


Wednesday March 1, 2017 09:20 - 09:45
MaRS: Plenary Auditorium 101 College St, Toronto, ON M5G 1L7

09:45

UNIVERSITY OF CHICAGO, FUNDRAZR & VENTURE LAW CORP: Canadian and Global Alternative Finance Markets: Volume, Trends and Key Indicators
Speakers
avatar for Alixe Cormick

Alixe Cormick

President, Venture Law Corporation
Securities Lawyer and Advisor, Founder of Venture Law Corporation who works with privately-held and public companies, mergers and acquisitions, private placement investments, financial transactions, reverse mergers, initial public offerings and licensing matters, as well as general corporate matters.
avatar for Daryl Hatton

Daryl Hatton

CEO, FundRazr
Daryl Hatton, CEO of award winning international crowdfunding company FundRazr and of the innovative sponsored crowdfunding company Sponsifi has founded multiple start-ups and helped bring one to a successful NASDAQ IPO in 1999. He actively serves as board member or advisor to handfuls of other hot companies in Canada. In addition, he is a Director and Crowdfunding Ambassador for the National Crowdfunding Association of... Read More →
avatar for E.J. Reedy

E.J. Reedy

Director, Research and International Engagement, University of Chicago, Polsky Center for Entrepreneurship and Innovation
E.J. Reedy is a principal investigator on the 2017 Americas Alternative Finance Industry Survey, a collaboration between the University of Chicago and Cambridge Centre for Alternative Finance at the University of Cambridge Judge Business School. E.J. oversees research initiatives at the Polsky Center for Entrepreneurship and Innovation as well as the global and alumni programming. He is a global thought leader in entrepreneurship, having spent... Read More →


Wednesday March 1, 2017 09:45 - 10:05
MaRS: Plenary Auditorium 101 College St, Toronto, ON M5G 1L7

10:05

BLOCKCHAIN ICOs: The Future of Online Investing or Regulatory Crisis?

The blockchain-powered Initial Coin Offerings market is on the verge of going mainstream. Learn the disruptive potential of digital tokens and why this new technology could become a major new venture funding model and is hotly debated among capital market regulatory circles.


Speakers
avatar for Alan Wunsche

Alan Wunsche

Co-Founder, Blockchain Canada (@BlockchainCAN)
Alan Wunsche. B.Sc., MBA, CPA, CA, CBP | Alan has a passion for cutting edge information-based innovation and brings over 25 years of cross-industry financial, risk, technology, strategic management consulting and executive experience. Alan has held leadership roles at PwC, Deloitte, Scotiabank and tech startups and is the co-founder of Blockchain Canada which was founded on the premise that blockchains have the potential to transform many... Read More →


Wednesday March 1, 2017 10:05 - 10:20
MaRS: Plenary Auditorium 101 College St, Toronto, ON M5G 1L7

10:25

Networking Break (20mins)
Wednesday March 1, 2017 10:25 - 10:45
MaRS: Lower Concourse 101 College St, Toronto, ON M5G 1L7

10:45

IMPAK FINANCE ($1.2M+ EQUITY): How Online Funding Platforms Give Voice to a Shared Value Economy

A Shared Value Economy will reshape capitalism and its relationship to society. It will also drive the next wave of innovation and productivity growth in the Canadian economy as it focusses society on the immense human needs that must be met and the internal costs of social deficits.

Crowdfunding at its core gives Canadians a democratic platform to participate in the part of the economy that makes a tangible difference in their lives and creates capital pools with social purpose at their core.

 

Single largest day in Canadian equity crowdfunding ($425K in 24 hours)

http://www.newswire.ca/news-releases/impak-finance-raises-largest-single-day-amount-for-canadian-equity-crowdfunding-initiative-597029641.html

 


Speakers
avatar for Paul Allard

Paul Allard

Co-founder, President & Chief Ecosystem Officer, Impak Finance Inc.
With more than 20 years of experience in management, marketing and funding of innovative companies in growth environments specifically in the media and technology industry, Mr. Allard closed over 15 M&A transactions, raised $40M in capital and lead 4 going public transactions on the TSX venture. | | Mr. Allard is currently co-founder, President and CEO of Impak Finance Inc., Canadian “fintech” entirely focused on Social Impact... Read More →


Wednesday March 1, 2017 10:45 - 11:00
MaRS: Plenary Auditorium 101 College St, Toronto, ON M5G 1L7

11:00

LENDING LOOP on Marketplace Lending: Made for the People, by the People
FinTech innovation was born as an evolutionary process, with firms building new technologies that enable or enhance the core providers (such as banks) in the financial sector.  Since peer-to-peer lending was first established back in 2005, thousands of alternative lending platforms have opened their doors with drastically varied levels of success. This talk explores what we've learned over this 12 year period and what's unique about successful lending platforms across the globe.

Speakers
avatar for Cato Pastoll

Cato Pastoll

CEO/Co-founder, Lending Loop
Cato Pastoll is the CEO and Co-Founder of Lending Loop, Canada's first peer-to-peer lending marketplace for business lending. Prior to starting Lending Loop, Cato served as the Executive Vice President of a medium sized software consulting business. In addition to holding a senior management position, he attained experience building and managing robust commercial applications. Cato also brings relevant industry experience from his time developing... Read More →


Wednesday March 1, 2017 11:00 - 11:15
MaRS: Plenary Auditorium 101 College St, Toronto, ON M5G 1L7

11:15

BORROWELL and IQMETRIX: How to Grow Your Company Faster with Diversity
Increasing your bottom line and customer satisfaction by adding diversity to your company: a how-to fireside chat

Speakers
avatar for Tabitha Creighton

Tabitha Creighton

SVP, Payments, iQmetrix
Tabitha Creighton is SVP, Payments for iQmetrix, one of the largest providers of  payment solutions in North America. Tabitha is a veteran founder, most recently as CEO of InvestNextDoor, the first debt-securities crowdfunding platform for small business.  She continues to be a director and advisor for numerous start-ups, and is a passionate advocate for diversity in financial markets.
avatar for Eva Wong

Eva Wong

Co-founder and COO, Borrowell
Eva Wong is Co-founder and COO of Borrowell, a fintech lender that offers fast, fair, and friendly personal loans, and provides Equifax credit scores for free. With a background in management consulting and business development, she has worked at Maple Leaf Foods, Oliver Wyman and a number of not-for-profit organizations. Eva has degrees from Queen’s School of Business and Harvard University. She enjoys food blogs and baking projects with... Read More →


Wednesday March 1, 2017 11:15 - 11:30
MaRS: Plenary Auditorium 101 College St, Toronto, ON M5G 1L7

11:30

Emerging Fintech Rockstars OVERBOND, FINEQIA, KATIPULT AND NEST WEALTH: Focused on Success and Global Markets
Moderators
avatar for Sarah Efron

Sarah Efron

Small Business Editor, The Globe and Mail
Sarah Efron is The Globe and Mail’s small business editor. She leads The Globe’s coverage of entrepreneurs and startups and organizes The Globe Small Business Summit. Previously she was deputy editor at MoneySense and senior editor at Financial Post Magazine.

Speakers
avatar for Randy Cass

Randy Cass

CEO, Founder and Portfolio Manager, Nest Wealth
Randy brings over 15 years experience in the financial services industry to Nest Wealth. Prior to founding Nest Wealth, Randy managed quantitative portfolios at the Ontario Teachers’ Pension Plan and institutional assets at Orchard Asset Management. Randy’s previous company, First Coverage, won multiple awards as a top start-up including a financial services Morningstar award for best use of Technology in Canada before it... Read More →
avatar for Vuk Magdelinic

Vuk Magdelinic

CEO and Co-founder, Overbond
Before founding Overbond, Vuk’s career spans over 10 years in capital markets and technology. As PwC Risk and Regulatory consulting manager, Vuk led large digital transformation programs at Deutsche Bank and BNY Mellon in New York City. Prior to that, he worked at CIBC Fixed Income trading floor in Toronto in structured products origination capacity. Vuk has collaborated on numerous publications addressing key trends in financial technology... Read More →
avatar for Doug McLean

Doug McLean

Chief Technology Officer, Katipult
Doug is the CTO of Katipult. Doug McLean has over 15 years experience working in Web Development serving in a variety of roles including Code Development, Server Maintenance, Client Relations, and Business Administration. Doug received his Masters of Science in Applied Mathematics from the University of Calgary; he also holds degrees in Human Resource Management, Ethics and Philosophy. Katipult is proprietary cloud-based software... Read More →
avatar for Bundeep Singh Rangar

Bundeep Singh Rangar

CEO, Fineqia
Bundeep Singh Rangar has more than 20 years' combined experience in finance, banking, consultancy, technology and media. He is the CEO of Fineqia Limited, an international platform for financing debt securities, PremFina Limited, a financier of UK insurance premiums and CEO of IXL Holdings, a European company that has secured more than £200 million in debt financing for UK lending companies from European banks. He previously founded... Read More →


Wednesday March 1, 2017 11:30 - 12:00
MaRS: Plenary Auditorium 101 College St, Toronto, ON M5G 1L7

12:00

GOWLING WLG (CANADA) LLP & NATIONAL REGULATORS PANEL: Industry Expert and Regulatory Perspectives from BC, ASC, OSC and QC: What to expect in 2017?
National expert perspectives on regulating fintech markets, what regulators are seeing today and how they are managing the changes and growth. 
Outlook on 2017 and beyond. 

Open Dialogue:  Regulating Fintech and Feedback for Growth (Q&A)

Moderators
avatar for Jason Saltzman

Jason Saltzman

Partner, Gowling WLG (Canada) LLP
Jason Saltzman practises corporate finance and securities law, with an emphasis on securities offerings, mergers and acquisitions, private equity and venture capital transactions, as well as all other aspects of corporate and securities law.Jason works with both established and emerging companies world-wide, primarily in the mining, technology, life science, cleantech (including renewable energy, water tech and ag tech), industrial, mid-tech... Read More →

Speakers
avatar for Gabriel Araish

Gabriel Araish

Senior Securities Analyst, Corporate Finance, Autorité des marchés financiers
Gabriel Araish has been with the Autorité des marchés financiers since 2010 and is a Senior Securities Analyst, Corporate Finance since 2014. He is responsible for the review and analysis of capital raising offerings and take-over bids that are subject to the provisions of the Securities Act (Québec) and securities regulation in Canada. Mr. Araish also participates in various legislative and regulation projects and... Read More →
avatar for Pat Chaukos

Pat Chaukos

Chief, OSC LaunchPad, Ontario Securities Commission
Pat Chaukos is the Chief of OSC LaunchPad, the Ontario Securities Commission’s new initiative to modernize regulation to support fintech innovation.  | | Pat has extensive experience with novel fintech businesses. Prior to her leading OSC LaunchPad, Pat managed a team that focused on the exempt market, working with many new business models including online trading platforms, lending platforms and crowdfunding portals. ... Read More →
avatar for Elliott Mak

Elliott Mak

Senior Legal Counsel, British Columbia Securities Commission
Coming soon... | | LinkedIn Profile: | https://ca.linkedin.com/in/elliott-mak-3b174421
avatar for Zach Masum

Zach Masum

Manager, Legal Services, Capital Markets Regulation, British Columbia Securities Commission
Zach oversees a team of ten staff responsible for a broad variety of issues impacting capital markets regulation.  These issues include registration matters; marketplace, exchange and trading issues; fintech and regtech (including crowdfinancing and other technology-focused business models); exempt market issues; oversight of self-regulatory organizations such as IIROC and MFDA; regulations relating to dealers, advisers and investment fund... Read More →
avatar for Denise Weeres

Denise Weeres

Manager, Legal, Corporate Finance, Alberta Securities Commission
Denise oversees a team of 12 staff with responsibility for recommending and developing the array of rules in the Corporate Finance area including those applicable to companies and investment funds raising capital, whether privately or through a prospectus (including those relating to crowdfunding), continuous disclosure requirements for reporting issuers, and the regulation of take-over bids, M&A transactions and OTC derivatives... Read More →


Wednesday March 1, 2017 12:00 - 12:30
MaRS: Plenary Auditorium 101 College St, Toronto, ON M5G 1L7

12:30

Lunch & Learn with SABETA IP: Strategies to Protect Your Revenue by Securing Intellectual Property (IP) Rights before Launching

Developing a solid intellectual property (IP) strategy is essential for companies preparing for market entrance, and should support long-term product development goals and suit their budget. Learn about what innovations to protect, what kind of patent application to file (provisional, utility, or international), where to file the application, how to defer patenting costs, and how to get patents granted faster.


Speakers
avatar for Alec Gordon

Alec Gordon

CEO, Beam Messenger
Beam Messenger is a startup that looks to change up the world of telecommunications by introducing technologies that | rely on the real time platform we have built up. Messaging & Phone Calls, the primary 2 means of communicating, are the focus for Beam. | | We created the first True Real Time texting app. As you type, the other person receives each letter come as it would, delays, etc preserved. It is a completely new way to... Read More →
avatar for Tony Sabeta

Tony Sabeta

Registered Patent Agent, Sabeta IP
With over 15 years in the patent profession, Tony has represented clients in a variety of high technology industries, and has extensive patent prosecution experience in the following technological fields: computer architecture, software, database structures, networking, communication systems, semiconductor devices and memory, including medical diagnostic equipment. | | Prior to entering the profession, Tony gained hands-on experience in... Read More →


Wednesday March 1, 2017 12:30 - 13:15
MaRS: Green Room 101 College St, Toronto, ON M5G 1L7

12:30

Networking Lunch (45mins)
Wednesday March 1, 2017 12:30 - 13:15
MaRS: Lower Concourse 101 College St, Toronto, ON M5G 1L7

13:15

BENNETT GOLD on Your Path To Success - The Critical Steps: Start-up To Scale-up

Are you ready for real business success? 

Join our panel of experts as they address the critical steps necessary to the success of your business.  

In a friendly Q & A-style session, senior members of Bennett Gold LLP, 'Toronto Life's Accounting Firm of Choice for Entrepreneurs', will address the challenges you face growing your business from startup to a full-fledged successful venture. 

Topics crucial to growth and survival will be discussed.  At the session you will get the lowdown on financing, corporate structures, angel investors, advisory boards, employee and executive compensation, CRA compliance, tax strategies, and a lot more.

The session will conclude with one-on-one consulting and mentoring.  Bring your questions, and be prepared to leave smarter!


Speakers
avatar for Frank Portugais, CPA, CA

Frank Portugais, CPA, CA

Partner, Bennett Gold LLP, Chartered Accountants
Assurance Services Partner, Bennett Gold LLP, Chartered Accountants Frank provides professional services to publicly-traded and owner-managed businesses in industries such as manufacturing, real estate development and management, knowledge-based, health, and financial services, investment companies, food processing, and agricultural commodities.  He is the partner in-charge of the firm’s Quality Control... Read More →
avatar for Robert Gold, MBA, FCPA, FCA

Robert Gold, MBA, FCPA, FCA

Managing Partner, Bennett Gold LLP, Chartered Accountants
Robert is known throughout the Greater Toronto business community as an advisor with great integrity, practical insights, and a passion for helping entrepreneurs wildly achieve their goals.   He was chosen as the 'Accountant of Choice for Entrepreneurs and Inventors' by Toronto LIfe Magazine, and to that he produces and hosts Canada's most successful podcast for entrepreneurs, the PROFIT BusinessCast, now in it's 11th... Read More →
avatar for Luisa Gale

Luisa Gale

Senior Manager, Bennett Gold LLP, Chartered Accountants
Luisa's professional career is devoted to assisting small and medium-sized companies strengthen their businesses.  She has extensive experience in managing and supervising a broad range of audit and accounting engagements, providing business and tax strategies to clients.  Luisa is particularly skilled in developing forward-looking financial models for clients in many industries.    Her interests in computer systems... Read More →


Wednesday March 1, 2017 13:15 - 14:00
Concurrent Auditorium A

13:15

PROGRESSA, LENDIFIED, R2CROWD & VERSAPAY PANEL Moderated by BDC: Online Lending and Alternative Finance Models: Scaling Up through Innovation & Partnerships
Moderators
avatar for Zulf Karim

Zulf Karim

Director, Growth Equity, BDC
Zulf Karim is a Director in Growth Equity at BDC. He is responsible for leading equity investments in Canadian companies alongside entrepreneurs as they grow their businesses to become the best at what they do. Zulf brings almost 20 years of experience spanning functional roles in operations engineering, investment banking and venture capital. Prior to joining BDC, he spent 10 years working with public and private companies on domestic and... Read More →

Speakers
avatar for Marc Milewski

Marc Milewski

Innovation and Partnerships, Crowdfinance Markets, Versapay
Marc Milewski has been the head of partnership development for the last seven years at VersaPays for its Credit card processing and Eft cloud services department. Over this period of time Marc has created some of VersaPay's most important partnerships working with companies from early stages, roll out, to MVP. Marc has lead Versapay's efforts to identify the alternative finance market as a growth industry and working with a variety of software... Read More →
avatar for Amar Nijjar

Amar Nijjar

President & CEO, R2Crowd
Amar is the Founder of Real Crowd Capital. He is responsible for strategic direction, business development, operations, and sits on R2CROWD’s Board of Directors and Investment Committee. Amar has funded over $5 billion and underwritten over $20 billion of real estate during his career. Amar is also a Senior Vice President at JLL (formerly Jones Lang LaSalle), where he leads the Debt Capital Markets group. Amar is licensed to trade in... Read More →
avatar for Ali Pourdad

Ali Pourdad

CEO, Progressa
Ali has been CEO of Progressa (www.progressa.com) since its inception in 2013. Born and raised in Vancouver, BC, Ali holds a Canadian Chartered Accountant degree and a BBA in Finance from Simon Fraser University. Under Ali's leadership, Progressa is one of Canada's fastest growing financial technology companies, with revenue and loan origination growth both exceeding 300% in 2016. Ali has decisively positioned Progressa for its next generation of... Read More →
avatar for Troy Wright

Troy Wright

CEO, Founder, Lendified
Troy Wright is a globally recognized leader and trusted ‘go-to’ industry expert with a proven 30 year plus track record in the financial services industry. During his career, Troy has met with thousands of companies across Canada and has developed a very clear understanding of the challenges and opportunities faced by business owners in this country. In his current role as CEO of Lendified, he oversees the vision, strategic... Read More →


Wednesday March 1, 2017 13:15 - 14:00
MaRS: Concurrent Auditorium 101 College St, Toronto, ON M5G 1L7

13:15

Regulatory Presentation and Q&A: FINTECH & P2P/ONLINE LENDING
Interested in learning more about registring as a FINTECH (eg., Roboadvisor, innovation models) or Marketplace Lender/P2P (Online Lending)?

  • Learn from a short regulatory presentation on the types of businesses that should be registered and the policy rationales underlying registration requirements and the intersection of Fintech and Online Lending models.
  • Application process, resources for platforms, portals and issuers.
  • Opportunity for a Group Q&A


Speakers
avatar for Zach Masum

Zach Masum

Manager, Legal Services, Capital Markets Regulation, British Columbia Securities Commission
Zach oversees a team of ten staff responsible for a broad variety of issues impacting capital markets regulation.  These issues include registration matters; marketplace, exchange and trading issues; fintech and regtech (including crowdfinancing and other technology-focused business models); exempt market issues; oversight of self-regulatory organizations such as IIROC and MFDA; regulations relating to dealers, advisers and investment fund... Read More →
avatar for Amy Tsai

Amy Tsai

Fintech Regulatory Advisor, OSC LaunchPad
OSC LaunchPad is a pilot initiative of the Ontario Securities Commission. It is run by a dedicated team that will work directly with businesses in the fintech community to both better understand their barriers and help them navigate the securities regulatory framework. | | We are working to improve the regulatory experience for emerging businesses that are offering innovative services, products and applications that benefit investors... Read More →


Wednesday March 1, 2017 13:15 - 14:00
MaRS: Green Room 101 College St, Toronto, ON M5G 1L7

13:15

Live Pitching 1: Session Lead - Startup Canada

Moderators
avatar for Startup Canada Pitching Host:  Matthew Seniuk

Startup Canada Pitching Host: Matthew Seniuk

VP Corporate Services and Development, Startup Canada
Matthew Seniuk is a relationship builder, creative thinker and passionate about innovative ideas. Utilizing his skills in marketing and business development, he works with start-up and growth-stage organizations to build and scale their businesses. Matthew has a diverse background in Government, Communications Technology, Digital and Brand Marketing.  Matthew is the VP Corporate Services & Development of Startup Canada, Canada’s... Read More →

Live Pitching
avatar for Judge: Allan Goodman

Judge: Allan Goodman

Partner, Goodmans
Allan Goodman is a partner at Goodmans.  He specializes in securities and corporate law.  His practice focuses on corporate finance, mergers and acquisitions, corporate governance and regulatory compliance matters.  Allan is also Co-Chair of Goodmans’ Technology Group and is a member of Goodmans’ Mining and Natural Resources Group. Allan has been a partner at Goodmans since 1999. Allan acts for a broad... Read More →
avatar for Judge: Sarah Marion

Judge: Sarah Marion

Analyst, iNovia Capital
Sarah is an Analyst at iNovia Capital, an early stage venture capital firm that has $450M under management across four seed and early-stage funds. iNovia partners with visionary entrepreneurs to build the next generation of category-defining digital platforms and services, and is known for a people-first approach to investing and portfolio management. Before joining iNovia, she was a member of the launch team for the Lazaridis Institute... Read More →
avatar for Seedlify

Seedlify

Sam Kawtharani
Seedlify is Canada’s first Capital as a Service provider of Revenue Based Financing for early-stage growth businesses.
avatar for Tripian

Tripian

Cenan Yunusoglu
Tripian offers exclusive off-the-beaten-path programs to travelers, curated by local chefs, artists, musicians, architects, food and wine experts.
avatar for uvolt

uvolt

Antony Diaz
At Uvolt, our mission is to make clean energy accessible to anyone, anywhere through consumer products. Our first product is the Uvolt Watch, which harvests Solar Power and Wireless Energy to charge your mobile device.
avatar for Judge:  Bryan Watson

Judge: Bryan Watson

Partner, Flow Ventures
Bryan Watson is a Partner at Flow Ventures, a boutique firm that has provided SR&ED and Advisory services to hundreds of companies across Canada for over a decade and has also invested in several companies. He has been called an institution within the Canadian growth-company and innovation ecosystems for over 15 years, having advised and supported investors, all levels of government, NGOs, and companies at all stages of growth – from... Read More →

Wednesday March 1, 2017 13:15 - 14:00
MaRS: CR3 (Upstairs) 101 College St, Toronto, ON M5G 1L7

13:15

EDISPIN and FUNDED TODAY on Bootstrapping: From Concept to Revenue Under in 9 Months for Under $4k
Speakers
avatar for Thomas Alvord

Thomas Alvord

Co-founder and Chair, Funded Today
Thomas Alvord lives in Orem, UT with his wife Melanie and their two sons. He graduated from Brigham Young University with a law degree and a Master’s Degree in Public Administration. He is an attorney with the Utah Bar. He has worked on many online marketing campaigns, including for U.S. Senate candidates and multi-million dollar political organizations.  Thomas has raised over $101,000,000 Million over the last 2 and ½ years... Read More →
avatar for Timothy Jodoin

Timothy Jodoin

Founder and CEO, Edispin
Tim has over a decade of hands-on experience in startups, engineering and the concept to market process. Born and based in Ottawa, Canada, his passion for product design, engineering and entrepreneurship began during his early childhood and has stayed with him ever since.  In 2008, he won an IEEE Applied Research competition for a product he developed in only 6 months that allowed a Police 2-way radio to work hands free with a... Read More →
avatar for Keynote: Zach Smith

Keynote: Zach Smith

CEO and Co-founder, Funded Today
Zach Smith is a serial entrepreneur, having never had a “real” job his entire life. He’s always starting, selling, running, and managing businesses.  Zach loves helping others turn their dreams, ideas, and inspirations into successful companies.  This passion led to his creation of Funded Today, LLC, America’s most successful crowdfunding firm and largest provider of crowdfunding marketing services... Read More →


Wednesday March 1, 2017 13:15 - 14:00
MaRS: CR2 (Upstairs) 101 College St, Toronto, ON M5G 1L7

14:00

Regulatory Presentation and Q&A: EQUITY CROWDFUNDING/FINANCE

Are you an emerging platform, issuer or investor interested in learning about the 'ins and outs' of registering to operate as an equity crowdfunding/finance platform or raising capital online via one of the participating provinces? 

Overview and difference between various registration categories and exemptions available to facilitate equity crowdfunding/finance such as the Start-up crowdfunding, start-up business, MI 45-108 and OM exemption.

Useful guidance and resources for issuers and investors

Group Q&A


Speakers
avatar for Gabriel Araish

Gabriel Araish

Senior Securities Analyst, Corporate Finance, Autorité des marchés financiers
Gabriel Araish has been with the Autorité des marchés financiers since 2010 and is a Senior Securities Analyst, Corporate Finance since 2014. He is responsible for the review and analysis of capital raising offerings and take-over bids that are subject to the provisions of the Securities Act (Québec) and securities regulation in Canada. Mr. Araish also participates in various legislative and regulation projects and... Read More →
avatar for Elliott Mak

Elliott Mak

Senior Legal Counsel, British Columbia Securities Commission
Coming soon... | | LinkedIn Profile: | https://ca.linkedin.com/in/elliott-mak-3b174421
avatar for Gloria Tsang

Gloria Tsang

Legal Counsel, Ontario Securities Commission
Legal counsel on the exempt market dealer team. Reviewed, drafted and negotiated requests for relief from dealer registration and other regulatory requirements. | | Involved in policy development and rule-making. | | Provided support and guidance to compliance review teams and other departments within the OSC, including assisting in pre-registration reviews. | | Participated in registrant outreach sessions and presentations.
avatar for Denise Weeres

Denise Weeres

Manager, Legal, Corporate Finance, Alberta Securities Commission
Denise oversees a team of 12 staff with responsibility for recommending and developing the array of rules in the Corporate Finance area including those applicable to companies and investment funds raising capital, whether privately or through a prospectus (including those relating to crowdfunding), continuous disclosure requirements for reporting issuers, and the regulation of take-over bids, M&A transactions and OTC derivatives... Read More →


Wednesday March 1, 2017 14:00 - 14:45
Concurrent Auditorium A

14:00

DLA PIPER, PAYCASE, NUCO, TOKENFUNDER, PwC PANEL: Blockchain Finance: The State of Decentralized Assets and Payments (Where do we go from here?)
Moderators
avatar for Russel Drew

Russel Drew

Lawyer, DLA Piper
Advising domestic and international clients on mergers and acquisitions (including both hostile and friendly take-over bids and plans of arrangement), initial public offerings, cross-border acquisitions and divestitures and financings, high yield bond, secondary and private securities offerings, and private equity investments. Also regularly counsels private and public companies on securities, commercial and corporate governance matters.

Speakers
avatar for Joel So

Joel So

Partner, Consulting & Deals, PwC
Joel is a Partner in PwC’s Financial Services consulting group where he leads the FS Technology Strategy practice. He is a business and technology subject matter expert in all things “money movement”, including payments, cash management, global transaction banking, as well as post-merger bank and portfolio integration. Joel also leads a number of Emerging Technology CoEs (Centres of Excellence) in Canada, including Blockchain... Read More →
avatar for Matthew Spoke

Matthew Spoke

CEO and Co-founder, Nuco
Nuco is an enterprise software company building modular, secure, and scalable blockchain networks for complex, regulated markets. See more at https://nuco.io
avatar for Alan Wunsche

Alan Wunsche

Co-Founder, Blockchain Canada (@BlockchainCAN)
Alan Wunsche. B.Sc., MBA, CPA, CA, CBP | Alan has a passion for cutting edge information-based innovation and brings over 25 years of cross-industry financial, risk, technology, strategic management consulting and executive experience. Alan has held leadership roles at PwC, Deloitte, Scotiabank and tech startups and is the co-founder of Blockchain Canada which was founded on the premise that blockchains have the potential to transform many... Read More →
avatar for Michael Young

Michael Young

CTO, Paycase
I am a managing technologist with over 20 years of extreme experiences in executive IT management. This was focused in developing and monetizing technology products - building exceptional technology with great cost effectiveness. I've scaled start-up companies to robust mid-size companies and retained their team's entrepreneurial edge using advanced people management techniques and skills. My experience has included managing all... Read More →


Wednesday March 1, 2017 14:00 - 14:45
MaRS: Concurrent Auditorium 101 College St, Toronto, ON M5G 1L7

14:00

HIVEWIRE Insights: Applying Design Thinking to Maximize Interaction on Your Funding Platform

Description:

Join HiveWire as they explore the application of Design Thinking to the creation of crowdfunding platforms.  Using their own real world project examples they’ll explore the platform development process to show you what it takes to get to a functional and successful product.  

This workshop is intended for those that are interested in creating (or already have created) their own crowdfunding or FinTech website.  Specific design and technical challenges and solutions will be presented. 

Key topics will include: Design thinking, website product development, implementation challenges, crowdfunding platform design, as well as industry specific processes and methodology. An exercise will be included time permitting.


Moderators
avatar for Christopher Charlesworth

Christopher Charlesworth

CEO, Co-founder, HiveWire
Christopher Charlesworth holds an MBA from the Joseph L. Rotman School of Management, The University of Toronto, and an Honours Bachelor of Political Science from The University of Western Ontario. Christopher has worked as a management consultant in Indonesia, Canada, and the United States across several practice areas, including financial services, marketing, and social media. As Co-founder and CEO Christopher works to create value for... Read More →

Speakers
avatar for Meghan Behse

Meghan Behse

President, PubLaunch Inc.
Meghan was intimately involved in bringing the hybrid publishing model to Canada through her work launching and later operating Iguana Books. She has also been working as an editor for nearly 10 years and has helped over 50 authors see their manuscripts to publication. Prior to joining PubLaunch, Meghan was the vice president of Colborne Communications and co-founder and president of romance publisher Tryst Books. She has her Master’s... Read More →
avatar for Eman El-Fayomi

Eman El-Fayomi

Interaction Design, Sheridan College
Eman is an Interaction Design Professor at Sheridan College, a Multidisciplinary Designer, and a Futurist. She earned her Master of Design in Strategic Foresight and Innovation from OCAD University (SFI), and received a Bachelor of Design with a minor in Film from the York University/Sheridan College Joint Program in Design (YSDN). Born in Toronto, and raised as a third culture kid - Eman has moved 33 times and lived in 18 different cities... Read More →
avatar for Daniella Postavsky

Daniella Postavsky

Project Lead, PubLaunch Inc.
Daniella holds a BA in English and psychology from the University of Toronto and a certificate in corporate communications and public relations from Centennial College.   She started as an intern at Iguana Books, where she found her footing running the company's social media accounts and coordinating ongoing projects. She spent the next few years doing everything from social media ghostwriting to interning at a public relations agency... Read More →


Wednesday March 1, 2017 14:00 - 14:45
MaRS: Green Room 101 College St, Toronto, ON M5G 1L7

14:00

Live Pitching 2: Session Lead - MaRS IAF

Moderators
avatar for MaRS Pitching Host:  Craig Leonard

MaRS Pitching Host: Craig Leonard

Investment Director, MaRS IAF
Craig has 20 years of combined experience operating and investing in technology companies. Prior to IAF, Craig founded and held senior executive roles within a number of digital media and healthcare companies. Prior to that, Craig spent 10 years in progressively senior roles at global digital media, marketing and software firms.  Education: Kellogg School of Management / Schulich School of Business, MBA Harvard University, CSS... Read More →

Live Pitching
avatar for Curexe

Curexe

Johnathan Holland
Curexe’s mission is to help businesses send money around the world. We help you exchange currency and/or send money in different currencies to your suppliers, employees or partners in other countries.
avatar for Knote

Knote

Ron Glozman
Knote uses the power of Natural Language Processing and Artificial Intelligence to help you work smart with documents.
avatar for Judge:  Andrew Maxwell

Judge: Andrew Maxwell

Associate Professor, Entrepreneurial Engineering, Director Bergeron Entrepreneurs in Science and Technology, Lassonde School of Engineering and Chief Innovation Officer, Canadian Innovation Centre, York University and Canadian Innovation Center
Andrew Maxwell received his Ph.D. in the Management of Technology at the University of Waterloo in 2011, winning the Academy of Management’s Heizer Award for his work on Business Angel Investing. Prior to this he completed an MBA at London Business School, and a B.Sc. (Eng.) in Electrical Engineering, from Imperial College London.   Following his career as a senior manager in multinational technology companies (in the UK, Belgium and... Read More →
avatar for Judge:  Carrie Russell

Judge: Carrie Russell

Investor and Fintech Advisor, and Member of the Fintech Growth Syndicate, Fintech Growth Syndicate
Chief Strategist of the Fintech Growth Syndicate, Carrie is a product and business design expert and renowned brand builder of consumer and B2B Financial Services and Fintech companies. Whether as a coach and advisor to incubators and start-ups, or as a former senior executive and CMO at TD Bank and D+H, Carrie has witnessed and steered the digital transformation from the front seat. She is an accomplished solution innovator and value... Read More →
avatar for Judge: Russell Samuels

Judge: Russell Samuels

Principal, Whitecap Venture Partners
Prior to joining Whitecap, Russell was a Senior Manager on the Corporate & Business Development team at Freshbooks, a growth stage startup and North America’s 2nd largest cloud accounting provider. At Freshbooks, Russell led a number of strategic efforts including: restructuring Freshbooks’ portfolio of 3rd party payment gateway relationships, leading Freshbooks’ strategic integration & relationship with Google... Read More →
avatar for Zoom.ai

Zoom.ai

Roy Pereira
Zoom.ai is an enterprise SaaS company that uses machine learning and natural language processing to solve productivity issues for all employees inside the company.

Wednesday March 1, 2017 14:00 - 14:45
MaRS: CR3 (Upstairs) 101 College St, Toronto, ON M5G 1L7

14:00

HERSCU & GOLDSILVER LIVE PR DEMO to BLOOMBERG, MOBILESYRUP, WSJ & THE NEXT WEB: Live Pitching to Global Journalists - Hot or Not? (Bring your 'A' Game!)

Brief overview of Fintech landscape from a PR perspective followed by....

Founders: here's your opportunity to participate in a LIVE PR DEMO!

Is your start-up ready for some media attention, but you're having a tough time getting the right journalist to respond to your emails? Well, here's your chance to get on the mic and pitch your story at CCS2017.

Come loaded with your 'A' game and be ready to pitch your start-up to a group of world-class journalists who will provide real-time feedback on why you might be missing the mark. 

In attendance will be technology writers from MobileSyrup, The Wall Street Journal, and The Next Web. 


Moderators
avatar for Corey Herscu

Corey Herscu

President, Herscu & Goldsilver
Corey is a modern technology expert who has emerged as a leading name in techno-journalism and public relations. His on-air appearances have cemented him as a go-to for technology reviews, predictive technology insights and to cogently translate what the ever changing face of technology means for the average consumer. When is he not growing Herscu & Goldsilver, he can be found working on other side projects or cutting a rug on the... Read More →

Speakers
avatar for Ian Hardy

Ian Hardy

Publisher, MobileSyrup
Ian Hardy is the publisher of MobileSyrup.com, a resource dedicated to providing Canadians the latest news, reviews, and how-to's in mobile technology. We specifically focus on smartphones, tablets, wearables, IoT, automotive, gaming and VR.  Prior to founding MobileSyrup in 2007, Ian developed board games and produced 1-day events that brought creativity into the workplace. In addition, Ian has been interviewed by several high profile... Read More →
avatar for Matthew Hughes

Matthew Hughes

Technology Editor, The Next Web
avatar for Nathan Olivares-Giles

Nathan Olivares-Giles

Personal Technology Editor, The Wall Street Journal
avatar for Gerrit De Vynck

Gerrit De Vynck

Technology Editor, Bloomberg LP
I write about tech startups, venture capital, wireless carriers, BlackBerry and the business of media in Canada. I'm also pressing into the online travel industry, keeping tabs on Priceline Group and Expedia and looking for enterprise stories in that space. Please reach out any time if you want to chat, have a news tip or just want to tell me why the last thing I wrote was totally wrong. gdevynck@bloomberg.net


Wednesday March 1, 2017 14:00 - 14:45
MaRS: CR2 (Upstairs) 101 College St, Toronto, ON M5G 1L7

14:45

Stretch Break (15mins)
Wednesday March 1, 2017 14:45 - 15:00
MaRS: Lower Concourse 101 College St, Toronto, ON M5G 1L7

15:00

NETWORKING w/ REGULATORS: Regulatory Representation from BC, ASC, ON and QC
Interested in discussing registration requirements as an innovative financial business in Fintech, P2P-Marketplace Lending, Online Lending, Roboadvisory, Digital assets, blockchain payments, infrastructure?

Interested in receiving some guidance as an issuer or investor interested in raising capital or investing in the financial innovation and alternative finance sectors?

Here's the perfect opportunity to discuss registration, compliance and innovation with regulators from British Columbia, Alberta, Ontario and Quebec.

Moderators
avatar for Jason Saltzman

Jason Saltzman

Partner, Gowling WLG (Canada) LLP
Jason Saltzman practises corporate finance and securities law, with an emphasis on securities offerings, mergers and acquisitions, private equity and venture capital transactions, as well as all other aspects of corporate and securities law.Jason works with both established and emerging companies world-wide, primarily in the mining, technology, life science, cleantech (including renewable energy, water tech and ag tech), industrial, mid-tech... Read More →

Speakers
avatar for Gabriel Araish

Gabriel Araish

Senior Securities Analyst, Corporate Finance, Autorité des marchés financiers
Gabriel Araish has been with the Autorité des marchés financiers since 2010 and is a Senior Securities Analyst, Corporate Finance since 2014. He is responsible for the review and analysis of capital raising offerings and take-over bids that are subject to the provisions of the Securities Act (Québec) and securities regulation in Canada. Mr. Araish also participates in various legislative and regulation projects and... Read More →
avatar for Elliott Mak

Elliott Mak

Senior Legal Counsel, British Columbia Securities Commission
Coming soon... | | LinkedIn Profile: | https://ca.linkedin.com/in/elliott-mak-3b174421
avatar for Zach Masum

Zach Masum

Manager, Legal Services, Capital Markets Regulation, British Columbia Securities Commission
Zach oversees a team of ten staff responsible for a broad variety of issues impacting capital markets regulation.  These issues include registration matters; marketplace, exchange and trading issues; fintech and regtech (including crowdfinancing and other technology-focused business models); exempt market issues; oversight of self-regulatory organizations such as IIROC and MFDA; regulations relating to dealers, advisers and investment fund... Read More →
avatar for Amy Tsai

Amy Tsai

Fintech Regulatory Advisor, OSC LaunchPad
OSC LaunchPad is a pilot initiative of the Ontario Securities Commission. It is run by a dedicated team that will work directly with businesses in the fintech community to both better understand their barriers and help them navigate the securities regulatory framework. | | We are working to improve the regulatory experience for emerging businesses that are offering innovative services, products and applications that benefit investors... Read More →
avatar for Gloria Tsang

Gloria Tsang

Legal Counsel, Ontario Securities Commission
Legal counsel on the exempt market dealer team. Reviewed, drafted and negotiated requests for relief from dealer registration and other regulatory requirements. | | Involved in policy development and rule-making. | | Provided support and guidance to compliance review teams and other departments within the OSC, including assisting in pre-registration reviews. | | Participated in registrant outreach sessions and presentations.
avatar for Denise Weeres

Denise Weeres

Manager, Legal, Corporate Finance, Alberta Securities Commission
Denise oversees a team of 12 staff with responsibility for recommending and developing the array of rules in the Corporate Finance area including those applicable to companies and investment funds raising capital, whether privately or through a prospectus (including those relating to crowdfunding), continuous disclosure requirements for reporting issuers, and the regulation of take-over bids, M&A transactions and OTC derivatives... Read More →


Wednesday March 1, 2017 15:00 - 15:45
Concurrent Auditorium A

15:00

VENTURE LAW CORP, ALTFINESQ, CROWDFUND INSIDER, SEEDINVEST, TRUE LEAF on INTERNATIONAL: Raising Significant Capital? Cross-border Markets and Multi-prong strategies
Moderators
avatar for Darcy Bomford

Darcy Bomford

CEO and President, True Leaf
With almost three decades of executive management experience, Mr. Bomford has a | proven ability to create, lead and grow successful companies. Mr. Bomford is the | founder, President, a director and Chief Executive Officer of Darford International Inc., | a TSX Venture Exchange publicly traded company with three decades of food | manufacturing and executive management experience. In his years of experience with | Darford International Inc... Read More →
avatar for Alixe Cormick

Alixe Cormick

President, Venture Law Corporation
Securities Lawyer and Advisor, Founder of Venture Law Corporation who works with privately-held and public companies, mergers and acquisitions, private placement investments, financial transactions, reverse mergers, initial public offerings and licensing matters, as well as general corporate matters.
avatar for Keynote:  Ryan Feit

Keynote: Ryan Feit

CEO and Co-founder, SeedInvest
Ryan Feit is the CEO and Co-Founder of SeedInvest. Prior to founding SeedInvest, Ryan worked at Wellspring Capital Management and Lehman Brothers in New York City where he invested in, financed, and managed dozens of private and public businesses. Ryan was instrumental in the passage of the 2012 JOBS Act, which changed 80-year-old U.S. securities laws to make it possible for entrepreneurs to raise capital over the Internet. Since then, Ryan... Read More →
avatar for George S. Georgiades

George S. Georgiades

Securities Lawyer, Georgiades & Associates (AltFinEsq)

Speakers
avatar for Andrew Dix

Andrew Dix

Founder and CEO, Crowdfund Insider
Crowdfund Insider is the leading news and information web site covering the emerging global industry of disruptive finance including crowdfunding and peer-to-peer / marketplace lending. Recognizing the overlapping aspects of the new forms of finance, Crowdfund Insider’s coverage includes both rewards and investment based segments of crowdfunding. The site provides extensive coverage, and industry leading perspective, from a team of... Read More →


Wednesday March 1, 2017 15:00 - 15:45
MaRS: Concurrent Auditorium 101 College St, Toronto, ON M5G 1L7

15:00

Live Pitching 3: Session Lead - NACO
POST-REVENUE:  Selected companies to pitch live in this session:

Dash MD
Better Current
CertClean

See all 12 companies selected to pitch live at CCS2017!


Moderators
avatar for NACO Pitching Host:  Sean Stephens

NACO Pitching Host: Sean Stephens

CEO, PerfectlySoft
A former programmer, Sean Stephens founded PerfectlySoft Inc. in late 2015 and subsequently introduced Perfect, the world’s first open source server-side Swift development toolkit for use with Apple’s Swift programming language. Over the course of his career as a developer, he has created several business-focused solutions including a web-based content management system, a website architecture tool, and email marketing and... Read More →

Live Pitching
avatar for Certclean

Certclean

Jenise Lee
Certclean helps shoppers easily discover beauty and personal care products formulated without ingredients that have been recognized to cause harm to human health.
avatar for Better Current

Better Current

Colin Campbell
Better Current creates smart solar products to store electricity so everyone can benefit from clean energy – check out JENNi coming this Spring!
avatar for Judge: Angelo Del Duca

Judge: Angelo Del Duca

York Angels
Angelo Del Duca has extensive experience in the electronics industry and holds an engineering degree from the University of Toronto in Electrical Engineering.  His extensive industrial experience includes research and development of electronic systems and devices, Management and most recently Angel Investment into technology-based companies.  Angelo recently joined the York Angel Investors assessing potential investments. ... Read More →
avatar for Dash MD

Dash MD

Zack Fisch
Dash MD provides hospital patients with the tools they need to manage their recovery journey. Manage your care and find the care you need with the free Dash MD app.
avatar for Judge: Peter Misek

Judge: Peter Misek

IT Venture Fund, BDC
Peter Misek is a partner in the IT Venture Fund, based in Toronto. He comes with over 14 years of venture capital experience as an Advisor/ Venture Partner for DN Capital including direct involvement in 2 unicorns. He has almost 20 years of investment banking experience as Managing Director and Co‑Head of Global Technology Research for Jefferies in NYC and as Director of Research and Global Technology Analyst for... Read More →
avatar for Judge: Sunil Sharma

Judge: Sunil Sharma

Managing Partner, Extreme Venture Partners
Sunil Sharma was co-founder of Extreme Startups, one of Canada’s leading technology accelerators. Backed by 5 of Canada’s best venture capital funds, Sunil has co-lead investments into more than 18 companies. Sunil is very active in the technology ecosystem across Canada. He is the Co-Director of the Founder Institute, the world’s most global accelerator program.

Wednesday March 1, 2017 15:00 - 15:45
MaRS: CR3 (Upstairs) 101 College St, Toronto, ON M5G 1L7

15:00

AUTOPILOT GROWTH WORKSHOP (San Francisco): How I Created an Automated Networking Machine to Meet Hundreds of Investors & VCs

You'll learn the framework to create a network of thousands of prospective customers, venture capitalists, and investors by using tools to automate outreach, community building, and social engagement. Next, you'll discover how to build rapport with anyone through relevant, community-based value. Then, you'll learn the best ways to nurture these relationships at scale, so you stay top of mind.


Speakers
avatar for Joshua Fetcher

Joshua Fetcher

Chief Growth Evangelist, Autopilot
Josh is the growth evangelist for Autopilot, a best-selling author, and helped create the first live streaming application for Facebook. He also organizes one of the largest startup communities, Marketers & Founders. He's been featured in Inc., Entrepreneur, Huffington Post, Social Media Explorer, Social Media Today, and RazorSocial.


Wednesday March 1, 2017 15:00 - 15:45
MaRS: CR2 (Upstairs) 101 College St, Toronto, ON M5G 1L7

15:45

VERTICAL IN FOCUS: Crowdfinancing Entertainment, Media and Film Deals (hosted by FundingNomad)
Investments in Entertainment, Media and Film offer investors an exciting and profitable opportunity to earn returns in ways that are more attractive than traditional equity investments, and to fund campaigns that they can actually enjoy “on the stage”. In this panel, you will hear from a producer, an investor and an accountant on how Entertainment, Media and Film deals are structured, the new investment models, and the tax considerations and benefits, along with real world examples of entertainment deals.

Moderators
avatar for Brad Kerr

Brad Kerr

CEO & Co-founder, FundingNomad
Brad is the CEO and Co-Founder of FundingNomad – an equity-based crowdfunding platform for the best entertainment investment opportunities for accredited and retail investors. FundingNomad is focused on entertainment deals that include stage shows, musicals, film/movie productions, direct-to-digital media, interactive exhibits, recreation/leisure projects, and hospitality/resort real estate developments. Investors from Canada, the... Read More →

Speakers
avatar for Michael Speyer, CA, CPA

Michael Speyer, CA, CPA

President, StageVentures
Mr. Speyer is an accountant by training and an entertainment producer and financier by vocation. He has been involved in all aspects of entertainment financing for over 35 years. He has produced film, theatre, television and music in Canada, USA and Europe. He has helped syndicate over $500 million dollars of entertainment financing. He is currently the president of StageVentures, a production company responsible for... Read More →
avatar for Carey Singer, CPA

Carey Singer, CPA

Partner, Richter
With over 20 years’ experience Carey Singer is an accomplished tax consultant. Having relocated to Toronto from his native Chicago in 1990, Carey now leads Richter’s U.S. Tax team in the Toronto office, and focuses on providing tax planning and compliance services to companies and individuals with cross-border tax issues involving the U.S.. Carey’s in-depth knowledge and innovative expertise is in high demand as a... Read More →
avatar for Patrizia Ferrarese

Patrizia Ferrarese

Independent, Angel Investor
Over the past 15+ years I have had the distinct opportunity of working in strategy and business development leadership roles implementing sales initiatives and solutions in various highly competitive industries. My roles have included business development/strategist, management consultant, hedge fund co-founder, commodity trading manager, and proprietary trader/market maker (options and equities). | | My current business interest is... Read More →


Wednesday March 1, 2017 15:45 - 16:30
Concurrent Auditorium A

15:45

CROWDMATRIX, FRONTFUNDR, SEEDUPS CANADA on EQUITY CROWDFINANCE: From Momentum to Traction (Tales from the Front Line)
Moderators
avatar for Erin Bury

Erin Bury

Managing Director, 88 Creative
Erin is the Managing Director at 88 Creative, a Toronto-based creative communications agency. Prior to 88 Creative she was the Managing Editor at startup publication BetaKit, and director of communications at Sprouter, which was acquired by Postmedia in 2011. Erin is a frequent speaker with the National Speakers Bureau, writes a monthly column for the Financial Post, and is a tech commentator on CTV News. She has appeared in publications... Read More →

Speakers
avatar for Sandi K. Gilbert

Sandi K. Gilbert

Founder & CEO, SeedUps Canada
Sandi is a strategic, visionary entrepreneur focused on developing and deploying technology solutions for the private capital markets. She is the Founder & CEO of SeedUps Canada, a FinTech company that enables collaboration between innovative companies and the private investing community of angels, early stage venture funds and engaged investors. SeedUps technologies provide virtual environments where companies and their agents can prepare... Read More →
avatar for Rubsun Ho

Rubsun Ho

CEO, Crowdmatrix
Rubsun Ho is Chief Crowdpleaser at Crowdmatrix Inc., a private investment platform that will bring efficiency and transparency to the capital raising process for Canadian growth companies. A portfolio company of Extreme Venture Partners, Crowdmatrix plans to launch in late spring, 2015. | | Rubsun is also a co-founder and partner of Cognition LLP, a virtual law firm that was created to address the rising costs and inefficiencies of corporate... Read More →
avatar for Max Vo

Max Vo

Chief Investment Officer, R2Crowd
I am an investments professional who has overseen real estate portfolios totaling more than 15 million square feet, and valued over $2.5B, in Canada, the US and Mexico. I have advised small clients and I have worked at some of the largest real estate advisory firms in Canada. I help real estate investors gain access to quality real estate investment opportunities, while reducing inefficiencies that exist in the traditional capital raising... Read More →
avatar for Kara Zucker

Kara Zucker

Marketing Director, FrontFundr
Through a passion for social impact and financial technology, Kara Zucker recently joined FrontFundr and is excited to focus on changing the investment landscape for companies and investors. As their Marketing Director, spreading awareness and educating about this new model of funding, Kara manages the organization’s marketing strategy and digital presence. Kara brings her government and non-for-profit background to the start-up space... Read More →


Wednesday March 1, 2017 15:45 - 16:30
MaRS: Concurrent Auditorium 101 College St, Toronto, ON M5G 1L7

15:45

Live Pitching 4: Session Lead - TIE Toronto
PRE-REVENUE companies selected to pitch in this session:

Sharewiz
Emerge
Tricolops

See all 12 companies selected to pitch live at CCS2017!

Moderators
avatar for TIE Toronto Pitching Host:  Jeff Dennis

TIE Toronto Pitching Host: Jeff Dennis

Counsel & EIR, Chair of Tie Quest 2017, Faskens and Tie Toronto
Jeff Dennis is a lawyer and serial entrepreneur. He is a “trusted advisor” who works with high growth companies providing strategic advice and financing in their quest to get to the next level. He has been involved in start-ups, acquisitions and financings for a variety of businesses in industries as varied as real estate, hospitality, film and television production, insurance, cosmetics, franchising, high technology... Read More →

Live Pitching
avatar for EMERGE

EMERGE

Alexandru Horghidan
EMERGE is a solution that brings patients immediate access to care by allowing them to pre-share their information to health institutions.
avatar for Judge: Mark Evans

Judge: Mark Evans

Principal, ME Consulting
Mark Evans helps startups and entrepreneurs accelerate growth with marketing powered by storytelling. His work is focused on the development of messaging and brand positioning, strategic marketing plans and content development. Mark writes Canada's leading startup newsletter and he's the author of Storytelling for Startups. To learn more about Mark, visit www.markevans.ca
avatar for Judge: Susy Renzi

Judge: Susy Renzi

General Manager, Brightlane LLC
A member of the founding team at Brightlane, Susy has nurtured the concept and vision of the late Raymond Chang into a vibrant startup community. Always ready with advice and mentorship, residents of the Brightlane community frequently turn to Susy for practical support and advice. 
avatar for shareWiz

shareWiz

Oz Demirel
shareWiz transforms your company’s IoT and bigdata into rich visuals for you to collect and organize so you can focus on what matters to you. Stay in the know, spot trends as they happen, and push your business further.
avatar for Judge:  Greg Stewart

Judge: Greg Stewart

President, GreenSky Capital Inc.
Greg Stewart is President of GreenSky Capital, a Toronto-based boutique merchant bank and venture capital firm focusing on technology start-ups.  He worked as an Equity Analyst on the Neuberger Berman Genesis Fund, one of the world’s largest Small Cap Value Funds, before joining American Strategic Insurance (ASI) as Chief Financial Officer. ASI grew from $38 million to $506 million and 20 to 200+ employees during his tenure.  Greg... Read More →
avatar for Tricolops Technologies

Tricolops Technologies

Meng Xi Zhu
Tricolops has created a dimensioning device that can instantly measure the length, width, and height of any parcel, essentially replacing the tape measure.

Wednesday March 1, 2017 15:45 - 16:30
MaRS: CR3 (Upstairs) 101 College St, Toronto, ON M5G 1L7

15:45

DHL, ROCKWELL RAZORS and SHOPIFY on Post-Crowdfunding Best Practices: How to Deliver On Time On Budget - Everything you need to Know
Planning for and executing a successful online financing is no easy task.  Perhaps even more daunting is the NEED and OBLIGATIONS around fulfillment and 'WHAT TO DO NEXT'?

This workshop focuses on post-crowdfunding best practices including fulfillment, customer service, wholesale, and preparing for regular direct-to-consumer (D2C) e-commerce operations.

Including advice on how to avoid non-fulfillment, overpromising, and poor backer communication.
 


Speakers
avatar for Gareth Everard

Gareth Everard

Co-founder, Rockwell Razors
Gareth Everard launched a disruptive shaving product on Kickstarter that eliminates the need to purchase cartridges and tailors the shaving experience with a customizable razor.  After experiencing early manufacturing struggles, Gareth and Rockwell Razors overcame a rocky launch to grow a company and product around transparency and innovation. Gareth now works on Rockwell full-time and loves sharing his insights and lessons around... Read More →
avatar for Owen MacMullin

Owen MacMullin

Head of Enterprise Sales, DHL Canada
avatar for Mary-Rose Sutton

Mary-Rose Sutton

Content Marketer, Shopify
Mary-Rose is a Content Marketer at Shopify. Before joining Shopify, she was the Ecommerce Manager at Knix Wear, a leading active intimates brand and creators of the Evolution Bra, which became the most funded fashion campaign in Kickstarter history. Mary-Rose enjoys finding solutions to operational hurdles in ecommerce and helping entrepreneurs grow successful online stores.


Wednesday March 1, 2017 15:45 - 16:30
MaRS: CR2 (Upstairs) 101 College St, Toronto, ON M5G 1L7

16:30

OMERS VENTURES, ONEELEVEN, FINTECH GROWTH SYNDICATE DISCUSSION: The Future of Fintech: Is Canada becoming a World Class Fintech Hub?
Moderators
avatar for Sue Britton

Sue Britton

CEO and Founder, Fintech Growth Syndicate
As CEO & Founder, Sue brings a depth and breadth of experience and passion in corporate innovation, partnering, B2B sales as well as overall market expansion to her clients. The FinTech Growth Syndicate provides FinTech innovators and start-up company leaders the tools and expertise they need to grow their businesses and accelerate their response to the changing needs of their clients. We are a different advisory firm. Our model is... Read More →

Speakers
avatar for Phlippe Garneau

Phlippe Garneau

President, GWP Brand Engineering
Philippe's work is launching and stewarding disruptive financial brands. He and his team do this by engineering authentic brand stories and communications that inspire and motivate employees, attract and retain customers, get results in the marketplace (B2B & Consumer) and grow shareholder or Member value.   Philippe co-engineered the first ING DIRECT on the planet and creative directed the brand for over 13 years in Canada and in... Read More →
avatar for Jake Hirsch-Allen

Jake Hirsch-Allen

Head of Lynda.com (Higher Education), LinkedIn
Connecting people is my passion and profession. I have applied this pursuit through work in international criminal law and intellectual property law, global health, software development and education. I currently work with students, staff and faculty at Canada's universities to leverage Lynda.com and LinkedIn to achieve their academic and professional goals. I also try to further LinkedIn's vision to create economic opportunity for every... Read More →
avatar for Bilal Khan

Bilal Khan

CEO, OneEleven
Bilal Khan is the Founding Managing Director of OneEleven, a post-seed technology accelerator focused on helping Canada’s most promising, high- growth start-ups commercialize their technologies and scale their operations. OneEleven is a unique partnership between industry, venture capital, government and academia with the objective of making Canada a global leader in the innovation economy.  Bilal is a Fellow at the Munk School of... Read More →
avatar for Jim Orlando

Jim Orlando

Managing Director, Omers Ventures
In his role as Managing Director of OMERS Ventures, Jim Orlando is responsible for leading investment activities in the North American market focusing on high-growth companies in the technology, media, and telecommunications sectors. With more than 14 years of experience in the venture capital and private equity sectors, Jim has a strong track record of finding deals, closing investments, and in working with strong founders, CEOs and... Read More →
avatar for Amelia Young

Amelia Young

Principal, Upside Consulting Group Inc.
Amelia Young founded Upside Consulting Group Inc. in 2006 to help firms in the financial services industry translate strategy into action plans that produce results. Clients like BMO, CIBC and D+H have engaged Amy to lead complex initiatives that involve clarifying customer needs, evaluating internal capabilities and developing plans that have buy-in across functions and lines of business. Amy spent the first ten years of her career on Bay... Read More →


Wednesday March 1, 2017 16:30 - 17:15
MaRS: Plenary Auditorium 101 College St, Toronto, ON M5G 1L7

17:10

CLOSING KEYNOTE by Chairman of Fineqia: Adapting Lessons of the Past to Financial Market Innovations of the Future
Speakers
avatar for Closing Keynote:  Martin Graham

Closing Keynote: Martin Graham

Chairman, Fineqia and Ex-Director of Markets and Head of AIM, Fineqia and London Stock Exchange
Martin Graham is the Chairman of Fineqia Interntional Inc., a London-based debt-focused investment platform. He served as Director of Markets at the London Stock Exchange PLC (LSE) and Head of its Alternative Investment Market (AIM), where he led the exchange’s transformational growth strategy focused on driving market efficiency and resulting in a fivefold increase in market size. In addition, he was instrumental in building London Stock... Read More →


Wednesday March 1, 2017 17:10 - 17:25
MaRS: Plenary Auditorium 101 College St, Toronto, ON M5G 1L7

17:30

CCS2017 Closing Remarks by NCFA
Speakers
avatar for Richard Remillard

Richard Remillard

Board Director, NCFA Canada
Richard is President of Rémillard Consulting Group (RCG), an Ottawa-based consulting firm specializing in providing private sector, government and trade association clients with creative, research-grounded solutions to business issues and public policies involving the Canadian financial services industry. Since its founding in 1996, RCG's clients have included CIBC,BMO,UBS,OSFI, Fonds de Solidarité, FondAction... Read More →


Wednesday March 1, 2017 17:30 - 17:35
MaRS: Plenary Auditorium 101 College St, Toronto, ON M5G 1L7

17:35

Closing Cocktail Reception: Sponsored by R2CROWD
Wednesday March 1, 2017 17:35 - 18:30
MaRS: Plenary Auditorium 101 College St, Toronto, ON M5G 1L7