RegA+ 2020 Online Summit #31 March 2020


Here is what the RegA+ 2020 Summit will cover:

  • Legal Overview of RegA+
  • Audit
  • Legal RegA+ for Canada based  companies
  • IRA (Individual Retirement Accounts) for RegA+
  • Structure and Strategy of a RegA+ Offering
  • Investor Acquisition & Distribution
  • Legal RegA+ for Company based outside USA, Canada 
  • Role of Broker-Dealer
  • Public Relations, Investor Relations, Social Media, and Press
  • Digital Securities for RegA+
  • Secondary Market (for buying and selling private securities after the raise)
  • Transfer Agent
  • Shareholder Management & Communications

Click here to register


Fintech 2020 #24 January 2020

FinTech 2020

Financial Services and the New Digital Economy

Friday, January 24, 2020

USFSM, Selby Auditorium, 8:00 a.m. – 4:30 p.m.


The University of South Florida Sarasota-Manatee and Northwestern Mutual are proud to present the Financial Services and the New Digital Economy Conference. This one-day conference provides wide-ranging perspective on how cutting-edge technologies are re-shaping the digital economy.

CEOs, business executives, digital marketers, investors
and innovators will hear experts discuss topics including:

* Blockchain | *Digital regulation | *Analytics | *Artificial intelligence
*Machine learning | *Cryptocurrency | *Cybersecurity | *Big data


Florida Technology Summit #12 November 2019

The Florida Technology Summit will be held in Tampa, FL on November 12, 2019 at the Marriott Tampa Airport.

The theme for 2019 is “Evolutionary Technology for  2020: Enter the 4th Industrial Revolution”. Our summit will focus on the IoT Disruption, -Ops, Agile, Next Generation Data Management, Bots, AI, SAP, Blockchain, Decentralization, Digital Transformation, Cybersecurity, and other evolutionary concepts.

This B-B event is targeted for the Technology and Security community.  Attendees consist of IT/IS Executives and Direct reports across all verticals within the state of Florida interested in Networking, Researching/Learning, Career Advancement, and Purchasing. Attend the Florida Technology Summit to get the right tools and make vital connections to best prepare your company for the broad spectrum of ever-changing technology trends.


CIPF 50 Anniversary Event #19 June 2019

What is the path from ideas to products to commercial success? Noted expert Oscar Jofre Jr. discusses equity crowdfunding and securities tokenization.

June 19 2019 – 2pm EST

For more information, visit

Utilizing Digital Channels for Digital Securities to Maintain Trust, Engagement, & Compliance #19 June 2019

Join us as we welcome Dara Albright, a pioneer in crowdfunding and leader in the FinTech space, and Jeff Ramson, 30 year Wall Street veteran and founder of PCG Advisory, who will discuss specific Social Media tactics to help manage investors and meet goals, cross-border marketing and localization strategies, as well Investor Relations budget planning and resource allocation.

June 19 2019. 11am EST

For more information, visit

NYC SecurityToken Forum – New York #12 April 2019

KoreConX’s Co-Founder & CEO, Oscar Jofre, will be speaking at the NYC Security Token Forum on April 12.

Digital Security Offering (DSO), or Security Token Offering (STO), has emerged as a new and compliant model to raise fund in 2018. It is estimated that DSOs will grow to $10 trillion in the coming 10 years. However, DSO is still in a very early stage and many traditional investors and companies are not well informed of the benefits and challenges of security tokens.

STO Council, initiated by FinTech4Good, brings together issuance platforms, exchanges, advisory firms, law firms, investors and regulators to discuss key issues around key opportunities and risks associated with mainstreaming of Digital Securities. During the Forum, the STO Council will launch the new STO Handbook to provide an introductory guide to the security token ecosystem in the U.S. and to help the readers develop a thorough understanding of Digital Securities.

The NYC Security Token Forum will bring key Digital Securities experts together with Wall Street influencers to discuss key issues around Digital Securities and build collaborations for the emergence of a healthy Digital Securities ecosystem.

KoreConX’s users can use the code “STF30” to get 30% off.

For more information and to buy tickets, visit

KoreSummit Global Tour – Miami, Florida #20 February 2019

We are thrilled to announce the first stop of the 2019 KoreSummit Tour: Miami!

The event will take place on February 20th and it is an improved and extended version of the previous KoreSummit which took place in New York this past October. We will have a full day event with keynote speakers, fireside chats and educational workshops covering all the steps necessary to launch, promote and manage a fully compliant Security Token.

The keynote, fireside chats will take place in the main hall, while workshops about topics such as the legal requirements for tokenization, will take place in smaller breakout rooms. The event will start at 8:30 am and will end at 5:00 pm followed by a cocktail hour. Breakfast, lunch and the evening cocktails are included for the convenience of the attendees.


Click here to apply to attend



Main Hall

  • 8:30 am
    • Registration Opens
    • Continental Breakfast Available
  • 9:30 am – 9:45 am
    • Welcome to KoreSummit Miami
  • 9:45 am -10:30 am   
    • Keynote Speaker
  • 10:30 am – 11:00 am
    • KoreChain & KoreContract
  • 11:00 am – 11:30 am
    • KoreToken
  • 11:30 am – 11:45 am
    • Break
  • 11:45 am – 12:15 pm
    • Security Token Regulation in North America
  • 12:15 pm – 12:30 pm
    • Client Spotlight
  • 12:30 pm – 1:00 pm
    • Security Token Regulation Globally
  • 1:00 pm – 1:30 pm
    • Lunch Break (Buffet)
  • 1:30 pm – 1:45 pm
    • Client Spotlight
  • 1:45 pm – 2:15 pm
    • Regulated Issuance Platform for Tokenized Securities
  • 2:15 pm – 2:30 pm
    • Client Spotlight
  • 2:30 pm – 3:00 pm
    • Marketing: Promoting Security Token Offerings
  • 3:00 pm – 3:15 pm
    • Client Spotlight
  • 3:15 pm – 3:30 pm
    • Break
  • 3:30 pm – 4:00 pm
    • Secondary Markets for Tokenized Securities
  • 4:00 pm – 4:15 pm
    • Client Spotlight
  • 4:15 pm – 4:45 pm
    • Investor Relations Post Tokenization
  • 4:45 pm – 5:00 pm
    • Closing
    • See you in Sydney
  • 5:00 pm
    • Cocktail Hour
  • Workshop Agenda
        Coming Soon

Hyperledger Global Forum – Basel, Switzerland #12-15 December 2018

Oscar Jofre (co-founder & CEO of KoreConX) and Dr. Kiran Garimella (chief scientist and CTO at KoreConX) will be speaking at the Hyperledger Global Forum in Switzerland, on December 12.

The theme of the talk will be “Business-Driven Blockchain Architecture for Private Capital Markets”, and Oscar and Dr. Garimella will address the conditions necessary for creating a safe and secure platform that is fully compliant in multiple jurisdictions. The talk will happen at 1:20 pm CET.

The Hyperledger Global Forum will bring together more than 1000 blockchain users, developers, enterprise and enthusiasts.

For more information visit the official website.


7th Global Family Office Investment Summit – Dubai #10-12 November 2018

KoreConX co-founder & CEO, Oscar Jofre, will be speaking at the 7th Global Family Office Investment Summit, in Dubai.

The event is hosted by Ritossa Family Office, a family business dating back 600 years to the time of the Venetian Empire in Europe, and with deep roots into the Middle East. This is the 7th event in a Global Series covering Dubai, Monaco, and Miami – and the 4th one in Dubai.

Over 400+ Elite Family Offices, Prominent Conglomerate Business Owners, Sheikhs, Royal Families, Private Investment Companies, International Business Moguls, Sovereign Wealth Funds, & industry professionals from across the Middle East and around the globe are scheduled to attend, representing over $2 trillion in investor wealth and making it the world’s largest and most exclusive gathering of elite family office decision makers, with an investor delegate ratio of 2:1.

“East Meets West” is the theme for our Dubai Summit & will act as a bridge between Middle East families and their European, U.S., Asian, & Latin American counterparts to meet, network and exchange information and ideas to start the journey of discovery and venturing together between like-minded peers in a safe-harbor environment.

Click here for more information about the event and the agenda.

NIBA Conference – New York #31 October – 01 November 2018

Oscar Jofre, KoreConX’s co-founder and CEO will be speaking on November 1st at the  National Investment Banking Association Conference in New York.

The event will gather 300 professionals from the investment community.


Agenda (subject to change)

Wednesday, Oct. 31
4:30 PM – 6:30 PM Panel Discussions
6:30 PM Welcome Reception

Thursday, Nov. 1
7:30 AM – 8:00 AM Breakfast and Conference Kick-off
8:30 AM – 1:00 PM Issuer Presentations
1:00 PM – 2:00 PM Lunch w/ Speaker
2:00 PM – 6:00 PM One-on-One Meetings
6:00 PM – 7:00 PM Closing Reception


To learn more and register, visit:

KoreSummit Global Tour – New York #03 October 2018

KoreConX, the all-in-one platform for managing all compliance activities and security tokens that is revolutionizing Global Private Capital Markets, announces the beginning of a global tour that will gather partners, advisors and key figures of the Security Token sector.

The first stop will be in New York on October 03, 2018. This is an invite-only event in which attendees will be able to learn more about “KoreToken,” a fully-compliant security token protocol for managing the end-to-end lifecycle of security tokens.

Among the key speakers are Dr. Kiran Garimella, Ph.D., chief scientist and chief technology officer at KoreConX; Oscar A. Jofre, CEO and Co-Founder at KoreConX; David Weild, Father of the JOBS Act, stock market expert and former Vice Chairman of NASDAQ; Hugh Austin, CEO at Small Cap Nation & Corporate Connect; and Sara Hanks, CEO and Founder at CrowdCheck, Inc.

Click Here to Apply

Date: October 03, 2018
1 p.m. to 5 p.m. – Main event
5 p.m. to 9 p.m. – Networking
Location: Conrad Hotel – 102 N. End Avenue, New York  

More details here:



Security Token Industry Launch 2018 #04-05 October 2018


Join us as we celebrate the launch of the Security Token Industry. Explore the Core Foundations of the emerging industry with experts such as the former Vice Chairman of Nasdaq, David Weild, and @KoreConX advisor.

Launch Event Highlights

  • Special networking event: Join the event and network with others as you cruise the Hudson River on the Spirit of New York yacht Thursday evening. See the Statue of Liberty and other iconic sites in New York City.
  • Be present at the ringing of the bell: Join industry leaders as the organizers ring the opening bell of the industry on Friday, October 5, at the Conrad NYC. Also, enjoy gourmet breakfast and lunch while networking with industry experts.

Event Information

What: Security Token Industry Launch
When: October 04 and 05, 2018
Where: New York, NY
Who: David Weild, former Vice Chairman of Nasdaq and @KoreConX advisor, and
Oscar Jofre, co-founder and CEO of @KoreConx

For more information visit:–1735/

Hyperledger Meet up #07 August 2018

Hyperledger is an open source collaborative effort created to advance cross-industry blockchain technologies. It is a global collaboration, hosted by The Linux Foundation, including leaders in finance, banking, Internet of Things, supply chains, manufacturing and Technology. To learn more, visit: .

Join our meetup to discuss all things Hyperledger! What we will cover at the meetup:


5:45pm: Pizza & Drinks
6:00pm-6:05pm: Welcome (Osh Momoh, Chief Technical Advisor @MaRS)
6:05pm-6:30pm: Introduction to Hyperledger (Curtis Miles, Blockchain Technical Leader @IBM)
6:30pm-7:15pm: Show and Share
* Oscar Jofré, Co-Founder @KoreConX
* Mohit Juneja, CTO @LyfeScience
* Ruairi Hanafin, Chief Blockchain Architect @Grain Discovery
* Merrick Read, CTO @Distributed ID
7:15pm-7:30pm: Panel Discussion (moderated by Edward Johnson, Founder @Ikinique)
7:30pm -8pm: Wrap up & Networking

* Let us know if you have a Hyperledger project you’d like to share! This is great way to get feedback from the community. Each person will have 5 minutes to share, no slides required.

If you can’t imagine a blockchain world outside of Bitcoin or Ethereum, then this is not the event for you. What we will NOT cover at the meetup:

– The latest ICO’s
– Anything bitcoin or crypto-currency related
– High-level / fluffy marketing stuff from people who don’t know what they’re talking about

Securities Token Summit#June 11, 2018



SOLD OUT! Please join us at our Security Token NYC Meetup — Kickoff Event on June 11 from 7-9 PM:

The security token industry is being born in 2018. This summit will convene a wide spectrum of security token exchanges and trading organizations in the New York Financial District.

This focus of this event goes well beyond first-generation cryptocurrency (Bitcoin) exchanges that were shut down by China in September of 2017. It also goes beyond the second-generation (circa 2017) Initial Coin offerings (ICOs) which the SEC has deemed non-compliant.

This event is about the third generation of financial infrastructure which may have a transformative and disruptive effect for new issuances (ICOs, IPOs), and supports the tokenization of assets such as real estate, equity and debt.

A key goal of security tokens is to improve the liquidity of assets. Security tokens are compliant with securities laws and are based on advanced generation of blockchain technology called smart contracts (often enabled via an ERC20 standard). The category includes asset-backed tokens, such as those representing real estate, equity, and debt securities, as well as tokens representing network protocols that have utilized SEC exemptions to remain compliant. Advanced forms of security tokens may include support for cross-border trading via efficient and automated KYC-based identity management.

One driver underlying 2018 as the year of security tokens exchanges and trading platforms is the expiration of the12-month lock-up period of many 2017 ICOs (compliant via Reg D).

Join us for this groundbreaking event that will bring together the key players of this nascent industry to learn about the new directions in security token trading organizations. Topics include:

  • The basics of security token trading and exchange organizations. You will meet many of the key players.
  • The impact security tokens could have on liquidity premiums.
  • Disruption versus collaboration with existing players in financial services — Will the next-generation token trading platforms/exchanges collaborate with, or disrupt, Wall Street?
  • Decentralized versus centralized exchange formats for security tokens
  • Pros and cons of tokenizing on public versus private/enterprise chains
  • The role of security token advisors and whether traditional advisors such as investment banks will enter this market or be displaced — or simply marginalized?

This one-day conference will be held near the heart of the Manhattan Financial District at the Conrad Hotel. Tickets are very limited, with maximum capacity of the space at 120 people.

Look out Wall Street — the new Security Token Trading Industry is about to descend and disrupt!

Speakers, exchanges and token trading companies participating in this event include:

  • A Keynote by David Weild, former vice chairman of Nasdaq
  • Stephen McKeon, Security Token Academy Chief Strategy Advisor and associate professor of finance at the UO Lundquist College of Business
  • Andy Bromberg, Co-founder & CEO of CoinList
  • Ronald D. Miller, Chairman of StartEngine
  • Igor Telyatnikov, Co-Founder, President and COO of AlphaPoint
  • Jamie Finn, President and Co-Founder of Securitize
  • Khurram Dara, Legal Counsel of AirSwap
  • Jor Law, Co-founder at Verify Investor, LLC
  • Tatiana Koffman, Founder of Four Blocks Ventures
  • Lou Kerner, Founding Partner of CryptoOracle
  • Tom Schmidt, Product Manager at 0x
  • Gregory Keough, CEO of Finova
  • And more!

Learn More ->

DealFlow RegA+#June 12, 2018

Since its enactment in 2015, Regulation A has offered an exemption from registration requirements for smaller companies that want to raise equity capital through a public offering of securities. Instituted by the Securities Act, Regulation A creates two tiers of public offerings. Each comes with distinctly different reporting and disclosure requirements as well as separate ceilings for the value of securities that can be issued in any given year.

The Reg A Conference dives into these topics with a slate of experts who know the rules of the road when it comes to securities offerings. Hear from executives who’ve steered their companies through public offerings, as well as legal experts, accountants, and investment bankers who help ensure optimal results. Learn about the distinct format options for preparing a prospectus, as well as what to include.

Learn more ->

Family Office Investment Symposium#June 15, 2018


  • Sessions will include roundtables and keynote speaker Vince Molinari of Templum.
  • Featured Family Office Experts: Raptor Group Holdings, Templum’s Chris Pallotta, Anthony Saliba, Mercury Digital Assets and others to be announced.
  • 1-on-1 breakout meetings also available between ICO management teams and Family Offices during the event.

Learn More

The Alliance of Merger & Acquisition Advisors#July 17-18, 2018

As the dynamics of M&A continue to shift, evolve and blur traditional boundaries, it’s critical to be strategic as well as optimistic, to be aware of the risks as well as the opportunities. That’s what makes The Alliance 2018 Summer Conference so vital. It’s where hundreds of middle market M&A professionals from around the globe will gather to collectively explore emerging concerns, collaborate on real solutions and make connections. Join us to get inspired, grow your network and make deals.

Learn more