NorthCapital_PartnerSummitLogo.ai* @ 200% (RGB_GPU Preview)

Welcome!

Find all information for the North Capital Partner Summit here. Please contact us if you have any questions.

Event Address:
200 North Main Street

Salt Lake City, UT 84103

*Please view the general agenda and panel schedule below. The third floor of the venue will be dedicated to one-on-one meetings throughout the entire day and for attendees to work as needed.

TIME

EVENT

9:00 AM

Doors Open

9:30 AM

Introduction and Opening Remarks

10:00 AM

Panel:
Deal Structuring to Maximize Access to Capital

10:45 AM

Networking Break

11:15 AM

Panel:
Getting to "Yes" in a Regulated Industry

12:00 PM

Lunch

1:15 PM

Panel:
Strategies for Investor Acquisition, Conversion & Retention... at Scale

2:00 PM

Panel:
Cash, Escrow, and Closing the Deal: How to Effectively Manage Successful and Failed Offerings

2:45 PM

Networking Break

3:15 PM

Panel:
Completing the Private Security Lifecycle; Custody and Secondary Trading on the Blockchain

4:00 PM

Panel:
The Birth of STOs and the Rebirth of the ATS

5:00 PM

Cocktail Reception

ERIN WATHEN

Marketing Coordinator

Assure Services

JEREMY NEILSON

CEO

Assure Services

KATIE NEILSON

COO

Assure Services

KRISTINE RASMUSSEN

Senior Operations Manager

Assure Services

EVAN BEDELL

Advisor

Block X Ventures

CABOT BROWN

CEO

Carabiner LLC

MARTY TATE

Partner

Carman Lehnhof Israelsen LLP

JOAN DROMEY

Senior Production Manager

Computershare

MARK KOPELMAN

Executive Vice President

Computershare

ASHA DAKSHINAMOORTHY

Product Team

ConsenSys

MOHAMMAD SHAIKH

Director of Strategy

ConsenSys

THOMAS KLOCANAS

Director of Strategic Initiatives

ConsenSys

SARA HANKS

CEO/Founder

Crowdcheck, Inc

STEVE DREW

VP, Product & Services

CrowdStreet

JERROD REDDICK

Investment Specialist

DarcMatter

LESLIE JUMP

Founder & CEO

DifferentFunds

DOUG ELLENOFF

Partner

Ellenoff Grossman & Schole LLP

JOAN ADLER

Partner

Ellenoff Grossman & Schole LLP

STEVE KNAEBEL

Managing Partner

EphronTech

ANTON PRAKASH

Principal

EphronTech

ARIK MOAV

Co-Founder

EquityBee

DARRIS CASSIDY

President

Fairway America

JAY ZOLLINGER

General Counsel

Fairway America

JON BARLOW

Founder

Finitive

DAN BEATON

Managing Member

Finop Consulting, LLC

DAN DREW

CEO

First RealFund

SUDIP THAKOR

Member

GreenArc

ROBERT SHER

Managing Director, Sales

Greenbacker Capital

BRANDON PRAZNIK

VP, Sales

Greenbacker Capital

MICHAEL WALSH

General Partner

Green Visor Capital

CHRIS TYCHSEN

Principal/EVP

HotelInnvestor

PETER TOMOZAWA

Visiting Scholar

IMF / LA Olympics

JESSICA TAYLOR-SHORES

Executive Vice President

Impact Communications, Inc.

DOMINIQUE SONG

Director

InvestRes

JOHN WILSON

Senior Vice President

Jamestown

THOMAS SANDLIN

Communications & Corporate Marketing Manager

Jamestown

LEW FELDMAN

President

KBS

JEFF ANDREWS

VP Strategic Partnerships

Lending Club

LANCE PEDERSON

CEO

Marko Technologies

LYNN CHEN

Chief Compliance Officer

Meixin

GRACE CHEN

Director of Investment Sourcing

Meixin

JAMIE GREENWALD

Co-CEO

Metaurus Advisors, LLC

GRANT NELSON

Director of Origination

North Capital

JACKIE IRVIN

Office Manager

North Capital

JAKE GALLAGHER

Director of Sales

North Capital

JAMES DOWD

CEO

North Capital

JESSI MILLS

Operations Professional & Designer

North Capital

JUSTINE MCCARTIN

Registered Principal

North Capital

LINSEY HARKNESS

Director of Operations

North Capital

MIKE WEAVER

Director of Private Funds

North Capital

PRIYANKA SINGH

Project Manager

North Capital

SARA BORAZAN

Director of Business Development

North Capital

SHAWN CROUSE

Registered Principal

North Capital

SHELBY CLUFF

Operations Associate

North Capital

STEPHANIE HOLT

CFO

North Capital

CARLY KNEIGHDINGER

Marketing Associate

North Capital

DAVID WITKOFF

Associate

North Capital

MATTHEW GRIERSON

COO / Head of Product

RealBlocks

AMY KIRSCH

VP of Investor Relations

RealtyShares

KRISTINA WALLENDER

SVP of Marketing

RealtyShares

LAWRENCE FASSLER

Corporate Counsel

RealtyShares

WILLIAM GALLIGAN

Founder

REvest Exchange

KALIL MERHIB

Director of Sales

Rivio

ROBERT BARR

Group President

Secured Real Estate Income Strategies

JOHN BRENKUS

Founder

Soul & Science

ROB BEHNKE

Founder

Token Agency

MIN KIM

Registered Representative

Token Agency

EVAN MALANGA

Project Manager

ConsenSys Digital Securities

SCOTT DASPIN

Director of Institutional Sales

Triad Securities Corp.

JIM HENDRICKS

Treasury Management Officer

TriState Capital Bank

LAURA DEGER

Senior Vice President

TriState Capital Bank

HOTELS

CLICK THE BUTTONS BELOW FOR DIRECTIONS

DIRECTIONS

The event will be held at the
McCune Mansion

200 North Main Street
Salt Lake City, UT 84103

BREAKFAST CAFES

ALCHEMY COFFEE
CAPITOL HILL

COFFEE SHOP

NOSTALGIA CAFE

COFFEE SHOP

THE ROSE ESTABLISHMENT

COFFEE SHOP

LUNCH/
DINNER

PRETTY BIRD

FRIED CHICKEN

CAFFE MOLISE

ITALIAN CUISINE

RED IGUANA

MEXICAN RESTAURANT

BARS

THE BEERHIVE

BEER & FOOD

WHITE HORSE
SPIRITS & KITCHEN

CRAFT COCKTAILS & FOOD

BTG

WINE BAR
(OFFERS ENTIRE CAFFE MOLISE MENU)

NOTE ABOUT UTAH BARS:

Liquor, wine, full-strength beer, and beer (3.2% alcohol) are available by the glass at licensed restaurants and clubs. Wine is also available by the bottle in these establishments. Beer may also be purchased in many places that have a "beer only" type license. These include taverns, beer bars, smaller restaurants or cafes, snack bars, etc.

Alcohol beverage service in a licensed restaurant requires that you order food with your drink, that your beverage be delivered to your table or counter by your server, and that you consume your drink at or near the table or counter.

Alcohol beverage service in a club does not require that you order food. Full bar service and table service are both available. Persons under the age of 21 are not allowed in the lounge or bar area of a club.

Beer service in "beer only" establishments does not require that you order food. Note, however, that persons under the age of 21 years may not be on the premises of certain "beer only" establishments such as taverns, beer bars, nightclubs, or cabarets.

ABOUT THE VENUE

The historic McCune Mansion in Salt Lake City, Utah provides an elegant and impressive setting for any social occasion or business event. The handsome and hospitable Mansion, with its state-of-the-art amenities and superior staff, is the ultimate in fine taste and gracious surrounding. The Mansion’s world-class period architecture, workmanship, and design make it an important part of Utah’s heritage at the same time that it ranks among the grandest of early 20th century homes in all America.

The building of the McCune Mansion began in 1898 and was completed at a cost of $1,000,000.00 in 1901. The McCarthey Family purchased the Mansion in 1999 and generously returned the mansion to its original architectural splendor and exemplary workmanship while faithfully preserving its historical legacy and community prominence.

Today the McCune Mansion offers a stunning and welcoming setting for weddings, anniversaries, celebrations, board meetings, retreats and other important occasions. For Salt Lake City weddings and wedding receptions, McCune Mansion is reknown for being a most spectacular and memorable wedding venue.

Early American entrepreneur and railroad tycoon Alfred W. McCune built the Mansion as his family home. Elizabeth McCune, Alfred’s wife, chose the prominent architect S.C. Dallas to design the home with the finest in furnishings, objects d’art and materials available in the United States and abroad.

When the McCune Family decided to move to Los Angeles in 1920, they donated the Mansion to the Church of Jesus Christ of Latter-day Saints, which, in turn, used it to establish the McCune School of Music.

Noteworthy interior details, shipped from around the world, include rare materials, such as Utah onyx, Nubian and Irish marble, French tapestries, South American mahogany, Russian leather, and German mirrors. The exterior was built of native Utah sandstone and the roof, covered with tiles made in the Netherlands.

Exotic woods like bird’s-eye maple, South American blond mahogany and 400-year-old English oak radiate warmth and beauty throughout.

Guests admire the gold leaf hand gilding, the exquisite murals, decorative scagliola and the detailed artwork echoing century-old brushstrokes. Today original Russian impressionist paintings accent the decor, while the glow from fireplaces and antique fixtures blends with the warmth of the magnificently carved wood to create a most gracious environment.

If you have any questions, please contact:

Carly Kneidinger

(804) 814-4016

ckneidinger@northcapital.com