Speakers & Sponsors

Meet the leaders joining this year's Summit and the organizations supporting the regulated investment crowdfunding ecosystem.

This companion to the detailed Summit agenda provides background on the speakers participating in the program and the organizations helping make the 2026 CfPA Regulated Investment Crowdfunding Summit possible.

Summit Speakers

Leaders from government, finance, law, technology, entrepreneurship and the investment crowdfunding ecosystem.

Vincent Bowen, Founder @ Mavin (social platform where members will share revenues), BLM5280 Core Leader. Former Morgan Stanley, Goldman Sachs, and Robertson Stephens investment banker, Bundesbank Fellow.

Brian was appointed the 9th President @ CfPA following volunteer service from every executive seat on the board since joining leadership in 2019. Brian became Chief Technology Officer @ Kingscrowd after their acquisition of his Crowdwise.org and VentureWallet.co entities in 2021. He has personally invested in 230+ startups through equity crowdfunding and syndicates.

Jenny Kassan was a leading proponent of Crowdfunding and key contributor to the legal framework now guiding our industry. Nearly three decades of experience as an attorney and advisor for mission-driven enterprises, Jenny has helped her clients raise millions of dollars from values-aligned investors and raised over $3 million for her own businesses.

Jonny is the President of Wefunder, a platform that helps founders raise capital. Before joining Wefunder in 2018, Jonny founded the U.S. lending division at Kiva.org. And before that, he started his career in strategy consulting at Oliver Wyman. Jonny has served on the Federal Reserve Board's Community Advisory Council, and has a Master's in History from the University of Cambridge. Originally from London, he now lives in Nashville with his wife Ali, and three children, Felicity, Carlyle and Margot.

Based in the UK, Andy serves as the Steering Committee Lead for the Global Equity Crowdfunding Alliance (GECA), an independent global network uniting platforms, regulators, investors, and technology providers in the equity crowdfunding space. In this role, He works with a diverse group of international experts to advance collaboration across borders and drive the evolution of regulated investment crowdfunding.
His passion lies in working towards the enablement of a harmonized global framework that balances innovation with investor protection, paving the way for a more inclusive and efficient capital market. By fostering dialogue between industry stakeholders globally and promoting best practices worldwide, his ultimate aim is to help facilitate a borderless crowdfunding ecosystem where founders gain easier access to capital and investors benefit from greater opportunities and safeguards.

Scott McIntyre has helped build the CfPA alongside the very architects of crowdfunding. He’s served four terms as President, 11 as Chair. Scott's spoken on five continents and sits on the Global Equity Crowdfunding Alliance Steering Committee. The U.S. State Department chose him to address European Union representatives on Alternative Finance.

Today, Scott is building new models driving opportunity to the growing population finding themselves further down the economic ladder. Scott’s latest venture is the Music Minion Foundation, a Detroit 501(c)(3) cooperative establishing revenue-sharing infrastructure for independent artists, patrons and venues. His WEconomy non-profit is preparing pilots in Ohio, Massachusetts and Arizona that combine community marketplaces, innovation hubs and a novel local currency. Scott believes the next wave of Crowdfunding won't be won on the size of the raise. It will be won after the close, with investors who stay, customers who own and new capital that sustains.

Julian A. Haffner is a member (partner) at Gordon Feinblatt LLC and Co-Founder and Chief Legal Officer of CineBlock Holdings, which operates CineBlock Films, an investment crowdfunding platform for independent film and entertainment projects. His practice sits at the intersection of entertainment, business and corporate law, and technology, with a focus on securities, crowdfunding, and fintech. He represents issuers and other businesses raising capital and navigating growth.

Julian serves on the Board of Directors of the Crowdfunding Professional Association and its Policy and Legislation Committee. His experience advising issuers and building a funding portal informs his approach to expanding access to capital while protecting stakeholder interests.

Matt is the Founder & CEO of ClearingBid, Inc., a proprietary offering platform developed to provide fair and open access to IPOs and new security issues. Matt previously founded a middle-market investment bank. Between 1998 and 2001, he worked with Houlihan Lokey as the Managing Director responsible for the investment banking efforts in San Francisco where he initiated the firm’s Technology Banking Group and cross-border capabilities while serving as a member of the firm’s Investment Banking Committee, Finance Committee and Strategic Alliance Committee.Previously, Matt was with Salomon Smith Barney’s Corporate Finance Division for 12 years, including serving as the Managing Director responsible for the Western Region Emerging Growth Group, and as a senior member of the firm’s Financial Restructuring Group.

He was responsible for developing several new product initiatives including a proprietary franchise finance program, the firm’s initial asset-backed financing efforts and the High Yield Debt Financing Group. Prior to Salomon Smith Barney, he worked with Merrill Lynch & Co. in New York between 1979 and 1983, initially as a Corporate Intern, and subsequently in several sales and capital markets-related areas, including Corporate Syndicate. He is a Certified Turnaround Professional (CTP) with Turnaround Management Association and is recognized as an “Industry Veteran.” Matt received a BS degree in Commerce from Santa Clara University and an MBA degree from New York University’s Stern Graduate School of Business.

Jason Fishman is CEO of DNA (DigitalNicheAgency), Los Angeles, a leading Investor Marketing Agency that has worked on over 350 Equity Crowdfunding campaigns that collectively raised 9-figures of capital.

Aaron Shafton is the Senior Director of DealMaker Securities, spearheading initiatives with a focus on compliance, strategic partnerships, and capital markets innovation. His team guides leading brands and innovative companies through efficient and sophisticated transactions in online capital raising. Aaron brings a wealth of experience from previous roles at Shopify, Capital One, and Procter & Gamble.

Devin D. Thorpe is CEO of The Super Crowd, Inc., a public benefit corporation advancing regulated investment crowdfunding for impact-driven entrepreneurs and investors. A former head of an SEC-registered, FINRA-member investment bank, he has spent years educating founders, investors and industry leaders about Regulation Crowdfunding. Thorpe is a past president of the Crowdfunding Professional Association and currently serves as its treasurer. He hosts Superpowers for Good and SuperCrowd events, writes and speaks extensively on impact investing and crowdfunding, and is the author of Crowdfunding Made Simple and How to Make Money with Impact Crowdfunding, with a focus on democratizing capital.

Mike Boswell is a Managing Director at Digital Offering, LLC with more than 25 years of experience in investment banking, corporate finance, and executive leadership. He has advised and held executive roles—including CFO and board member—for numerous public and private companies, specializing in capital raising, corporate governance, mergers and acquisitions, SEC compliance, and financial reporting.

Previously, he co-founded TriPoint Global Equities, LLC, where he served as President, COO, and Chief Compliance Officer. He is also a Managing Director at TriPoint Capital Management, LLC, providing strategic financial and CFO services to startups and growth-stage companies.

Boswell currently serves as CFO of Nant Global Finance, Inc., Mission Solutions Group, and Horizon, a fintech company focused on blockchain-based digital securities infrastructure. He holds an MBA from Johns Hopkins University, a BS in Mechanical Engineering from the University of Maryland, and multiple FINRA licenses, including Series 24, 62, 63, 79, 82, and 99.

Nicole Guerrieri has spent the past decade studying private markets and venture capital, identifying blind spots in how capital reaches companies and building new infrastructure to address them. Nicole has created a new crowdfunding model that organizes investors through a regulated fund. Pop Venture is a live, SEC-registered public venture fund that pools capital into an ongoing source of funding for companies, while its participation platform brings investors together around the companies the Fund considers and invests in. Through broadcasts, in-person events and ongoing participation, Pop Venture will fuel innovation, job creation, tax revenue and economic activity in regions that receive little traditional venture capital. Nicole would bring the panel a systems-level perspective on how new private-market infrastructure can expand opportunity for all founders and reach great companies previous capital networks have overlooked. 

Marty Tate is a securities attorney with more than 26 years of experience advising companies, investment platforms, and fund managers on capital formation and securities compliance. His practice focuses on Regulation CF, Regulation A, Regulation D, public and private offerings, crowdfunding, digital assets, blockchain, fintech, private equity, and investment fund formation.

In addition to securities law, Marty advises clients on structured finance, investment advisory matters, real estate finance, asset-backed lending, mortgage securitization, lease financing, and mergers and acquisitions. He is widely recognized for his work at the intersection of crowdfunding, fintech, and digital assets, and continues to play a national role in the evolving regulatory landscape for innovative capital markets.

Brian Christie is Vice-Chair (2026) of CfPA where he serves as Co-Chair of the Tax Innovation Subcommittee, and Chair of the SEC Liaison & Affairs Subcommittee, following earlier service as President (2024) and board director (2018-present). He is Chair & Co-founder of BioTech Funding Portal, CEO of Brainsy, Inc., and a founding advisor at Crowdfund Holdings Innovators (CHI), an issuer-centric advisory firm.

Selma Studer is COO at Capital Department, a fundraising advisory firm that has helped startups close over $300M in funding. She’s led multiple $1M+ Reg CF campaigns, including the #1 Reg CF campaign of 2025 per Kingscrowd. Selma began her career leading communications at Fortune 500 and Global 500 companies before pivoting into startups. She went on to found a UK-based wellbeing company with customers including Google, Airbnb, and Apple, then joined Capital Department at its inception. She holds a BA in Economics from Cornell University and an MBA from the University of Oxford, where she served as Chair of the Oxford Business Network for Entrepreneurship.

James Murphy is a Risk Monitoring Director at FINRA, and the supervisor of the Risk Monitoring team assigned to the Funding Portal membership. James began working at FINRA in March 2012 as an Associate Principal Examiner in the Membership Application Group (“MAP”) before being promoted to an Application Manager in 2015.  The following year, with the onset of equity crowdfunding under Reg CF, James was given oversight of the Funding Portal membership, risk monitoring, and examination programs.

Prior to joining FINRA in 2012, James spent most of his career at Allied Irish Banks, in their New York office, managing the bank’s short and long-term USD liquidity portfolio in addition to the bank’s collateralized mortgage obligation portfolio.

Summit Sponsors

CfPA gratefully recognizes the organizations supporting the 2026 Summit and the broader regulated investment crowdfunding community.

Become a 2026 Summit Sponsor

Summit sponsorship provides an opportunity to connect with leaders from across regulated investment crowdfunding and the broader private-capital ecosystem, including intermediaries, issuers, investors, attorneys, technology providers, policymakers and other industry stakeholders.

Sponsorship also helps support production of the Summit and the continuing work of the Crowdfunding Professional Association. Contact: summitsponsor@cfpa.org for sponsorship opportunities.