CROWDFUNDING in the CANADIAN CONTEXT (February 12, 2013) : A CATA Partnered Event
February 3, 2013

Dear Community Executives

Exempt Market Dealers Association of Canada (EMDA), in partnership with the Canada’s Venture Capital & Private Equity Association (CVCA) and with the support of CATAAlliance invite you to attend CROWDFUNDING in the CANADIAN CONTEXT on February 12, 2013 at the National Club Main Dining Room 303 Bay Street, Toronto, ON.

Crowdfunding represents a new part of the capital-raising ecosystem and is being seriously considered by securities regulators in Canada, along with the other new capital raising prospectus exemptions. On December 14, 2012, the Ontario Securities Commission published its concept proposal titled OSC Staff Consultation Paper 45-710 – Considerations for New Capital Raising Prospectus Exemptions, which you can review 

To engage in a discussion on the key issues, and to help prepare responses to regulators, we have joined together to bring you this unique event.



Speakers & BIOs

1:00 PM 

Opening Remarks 

Brian Koscak

Exempt Market Dealers Association of Canada
Cassels Brock & Blackwell LLP

Richard Remillard
Executive Director 
Canada's Venture Capital and Private Equity Association

1:10 PM 

Crowdfunding 101 – The Basics 

Cindy Gordon

CEO & Co-Founder

SalesChoice(SC) Inc.
Helix Commerce International Inc.


1:40 PM 

Crowdfunding in the United States

  • The Crowdfunding framework under the JOBs Act
  • SEC/FINRA regulatory update
  • U.S. industry perspectives (issuers, portals, angels, venture capitalists and broker dealers)
  • Opportunities for selling securities over the Internet in the United States

Douglas Ellenoff
Ellenoff, Grossman & Schole LLP New York, New York 

2:40 PM 

An Equity Crowdfunding Framework for Canada

  • The ecosystem of capital raising in Canada
  • Selling securities on the internet under existing Canadian securities laws
  • The OSC’s proposed Equity Crowdfunding framework (investors, issuers and funding portals)
  • The Canadian Securities Administrators blanket orders under the Offering Memorandum Exemption to legalize Equity Crowdfunding
  • Reconciling different regulatory perspectives and next steps

Brian Koscak
Exempt Market Dealers Association of Canada
Cassels Brock & Blackwell LLP

Peter Dunne
Cassels Brock & Blackwell LLP

Michael Brown
Cassels Brock & Blackwell LLP

3:40 PM 


4:00 PM 

Industry Perspectives on Equity Crowdfunding


David Kaufman
President and Chief Executive Officer
Westcourt Capital Corporation

Venture Capital and Private Equity Perspective

Sunil Sharma
Managing Director 
and "Chief Connector"
Extreme Startups

Attracting Talent to Entrepreneurship Perspective

Stephen Harrington
Senior Consultant

Exempt Market Dealer and Investment Banking Perspective 

Jacoline Loewen
Exempt Market Dealers Association of Canada
Crosbie & Company Inc.

Entrepreneur Perspective

Vicki Saunders

Special Advisor, Innovation
Ryerson University
Office of Social Enterprise, Ontario Government

Crowdfunding Portal and Angel Perspectives 

Antonio Arias
President, Chief Executive Officer and Founder
Healthy Crowdfunder Corp.

5:00 PM     

Cocktails & Conversations

who should attend

- professionals in private equity, venture capital, corporate finance industries
- lawyers, entrepreneurs, exempt market dealers, investment bankers

++ Action Requested: Please register On-Line ($35 = GST) for the event at this URL: