One Year After the SEC Capital Markets Subcommittee Hearing: Investor Protection Is Still the Missing Piece
A little over a year ago I sat through the SEC Capital Markets Subcommittee hearing on Regulation Crowdfunding (Reg CF) and Regulation A+. I walked away with mixed feelings. The advocates pushing to expand these pathways for capital formation got me fired up, especially for what it means for small businesses and everyday investors. But I was also frustrated that comprehensive risk mitigation and investor protection barely came up.
Twelve months later, not much has changed on that front. The advocacy for expanding Reg CF and Reg A+ has only gotten louder, and rightly so. But the conversation around protecting the unaccredited investors these frameworks are designed to welcome still hasn't caught up. So I want to take another swing at why that matters, and why TigerMark D&O exists to fill exactly that gap.
A quick note on what's changed on my end. TigerMark now sits under Equal Parts Insurance, the AI-native brokerage and MGA I joined when Assurely was acquired in 2025. The product i...more
2025 Regulated Investment Crowdfunding Summit - Detailed Agenda
CfPA 2025 Summit
2025 Regulated Investment Crowdfunding Summit
Overview
Day 1 – Tuesday, October 21, 2025: Advocacy Visits & Pre-event Reception
- AM & Afternoon: Constituent drop-ins (Capitol Hill) and regulator visits (DC)
- 5:30 – 7:30 PM: Cocktail Reception (@ National Union Building, 918 F St NW, Washington, DC 20004)
Day 2 – Wednesday, October 22, 2025: Summit Conference
- 8:30 AM–5:30 PM: Detailed agenda below. (@ National Union Building, 918 F St NW, Washington, DC 20004)
- ~6:00 – 8:00 PM: No-host happy hour / dinner (nearby venue TBD)
Day 1 · Tuesday, Oct 21 — Advocacy & Reception
2021 CfPA Chairman's year-end address
Friday, December 31, 2021
Dear friends,
Thank you for another year far surpassing my hopes both personally and professionally.
The CfPA continues to be highly-regarded here and abroad as a generous and vital organization expanding access to capital and opportunity for entrepreneurs, small businesses and investors. Our work in 2021 helped Crowdfunding reach new highs, extended our global voice, and expanded our capacity domestically. We saw over $500M raised using RegCF offerings where even non-accredited investors finally got a piece of the pie. We saw RegA+ offerings land over $2B. For these, and so many other reasons, it continues to be an honor to be a part of a leadership team on the cutting edge of Alternative Finance. CfPA’s reputation continues to be enhanced by the many professionals who freely contribute their time and expertise to advancing the association and the industry. There have been so many noteworthy moments and I look forward to seeing even more debut in ’22.
In 2021...more
2019 CfPA Chairman's public address
Sunday, January 13, 2019
Dear friends,
A vast majority of you reading this letter are part of the Crowdfunding community—whether you know this yet or not, your knowledge, initiative, collaboration...and pocketbook have made our industry touch more lives than you might imagine. We at the Crowdfunding Professional Association thank you for all your imagination, hard work and follow-through, and celebrate with you the continued growth enjoyed by communities everywhere. I want to preface this letter by making certain my fellow volunteers at the CfPA are aware just how fortunate we are to have their gift of time, knowledge and leadership—thank you, again.
At its simplest, Crowdfunding lives at the intersection of crowdsourcing and alternative finance, and even until recently was seen more as a funding method for ventures too risky for conventional capital or for entrepreneurs lacking loan-worthy collateral or relevant experience. But in just six+ years since passage of the JOBS Act, Crowdfu...more
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