Hosted by NowStreetMedia, voice for the rapidly emerging Private Company Marketplace (PCM) and LDJCapital, an international investment advisory and venture capital firm, The SoHo Loft Capital Creation Family Office Forum is an exclusive educational and networking event established to help family offices capitalize on growing opportunities in the private markets.

Because emerging companies are no longer able to successfully IPO as a small cap stock in a public marketplace reserved for matured larger cap companies, the public markets are failing America’s greatest growth companies and leaving investors with fewer opportunities for impressive appreciation.

What has historically been NASDAQ’s most crucial function, incubating young companies to enormous success, is today being replaced by the private markets. The same principles and innovation that once propelled NASDAQ to unforeseen heights is now fueling the private company marketplace (PCM) as an aggressive new generation of technology companies, able to create value far faster than was ever possible before, remain private longer.

The SoHo Loft Capital Creation event platform is part of an overall effort to help rebuild a damaged capital markets system with the inclusion of a marketplace that facilitates innovation and expansion and provides greater opportunities to generate wealth.  

In this remarkable moment in history, the U.S. regulatory environment, its capital markets and the innovation that drives those markets are simultaneously on the threshold of dramatic change. We are currently witnessing the embryonic period of a cutting-edge stock market just as we usher in a new era of mass media. At the same time, new legislation aimed at facilitating capital formation is being introduced to support this modern infrastructure.  There has never been a more opportunistic time to capitalize on change.

The SoHo Loft Capital Creation Family Office Forum provides representatives from family offices with key insight into the direction of the U.S. capital markets during this period of regulatory transformation and the rapid progression of the developing ecosystem. It is the ideal forum for family offices to not only get to know the industry leaders who are shaping this promising marketplace but to learn how to successfully transact and maximize returns in this new paradigm.

AGENDA

The Evolving Capital Markets

·         330pm – Registration, Networking and Audience Demos

·         430pm - Opening Remarks and Introduction

o    440pm - Dara Albright, Founder of NowStreet Journal and Co-Founder of The SoHo Loft Capital Creation Event Series:

§  “Utilizing Hindsight to Rebuild the Capital Markets Infrastructure”

o    5pm - David Weild, Chairman and CEO of Capital Markets Advisory Partners and former Vice Chairman and executive committee member of The NASDAQ Stock Market:

§  “How regulatory changes have undermined the market of small cap stocks and IPOs and what is being done to improve our capital markets system”

·         530 to 545pm – Short networking break

o    545pm - Lou Kerner, Managing Director of the Private Shares Group at LiquidNet:

§  “The Second Internet”

o    615pm – Jason Jones, HighStep Capital:

§  “Private Company Secondary Markets Overview”

o    645pm - Karla D'Alleva Valas, Managing Director, Complex Asset Group at Fidelity Investments:

§  “Liquidity Alternatives For Illiquid Assets”

·         715pm – Cocktails, Extensive Networking and Audience Demos

If you are joining us from out of town, please book your reservation with our preferred hotel, The SETAI Fifth Avenue, Manhattan’s brand new luxury boutique property located on 5^th Ave and 36^th Street. The Setai offers some of the largest accommodations in the city as well as incomparable services and amenities.  For reservations call (212) 695-4005 or the Central Reservations number at (877) 247-6688.  Please make sure to request the “The SoHo Loft Event” Call-In Block to receive the special group rate.

We also encourage you to use American Airlines, the preferred airline of TSL. For discounted airline tickets, please visit www.AA.com and use the promotion code: 3512DE.

 SPONSORS: