June 5

3:30pm–8:00pm

Pre-Registration

Come get your badge before the morning rush on the 6th!

Lobby

3:45pm–4:00pm

Opening Remarks

Chris Lahiji will welcome everyone, then proceed to embarrass himself.

Track 1

4:00pm–4:30pm

Enzo Villani from Equities.com

Enzo will discuss Equities.com's new flat monthly rate trading platform and how it changes the landscape.

Track 1

4:30pm–5:15pm

Coming changes from the SEC and how they affect investors and issuers

An interactive session, with moderator directing pre-set topic questions to panelists.


Moderator: 
TBA

Panelists:
Corey Fischer, Managing Partner, CPA firm Weinberg & Company
Nimish Patel, Partner, Mitchell Silberberg & Knupp
TBA

Topics:
- GAAP vs. Non-GAAP: The SEC has been clamping down on public company use of Non-GAAP metrics in financial reporting. How does this affect both micro and small cap companies?
- Leases as Liabilities: Since leases are real contractual obligations requiring the use of cash, regulators have been questioning whether the financial position of a company could be accurate without inclusion of these liabilities. Most affected: companies that have significant real estate leases in multi-locations such as restaurants, retail stores and office units.
- New Revenue Recognition Rules
Other Developments at the SEC

Track 1

5:20pm–6:00pm

Crowdfunding - Regulation A+, or Regulation B-?

Reg A+ promised to make it easier for Entrepreneurs to raise capital, as well as usher in the next wave of IPO's. Neither has happened. Join us as a panel of experts grade how well Reg A+ has performed and discusses what comes next.

Moderator: Miguel Colon - Vice President of Corporate Development, Issuer Direct

Panelists:
David Dobkin - Founder & CEO, Dobkin Co.
Louis A. Bevilacqua - Co-Founder, Digital Offering
TBD

Track 1

6:05pm–6:50pm

Activist Investors, A Growing Force in Microcap

Panel members will provide an inside look at activist investing and discuss the potential outcomes based on how management responds.


Moderator: Mike Bishop - Managing Director and Founder of Activism Defense Practice, The Blueshirt Group

Panel Members:
Glenn Welling - Founder, Principle and CIO, Engaged Capital
Andrew Shapiro - Founder, President and Portfolio Manager, Lawndale Capital Management
Camillo Martino - Former CEO of Silicon Image
Kai Haakon E. Liekefett - Partner, Mergers, Acquisitions & Capital Markets; Head of Shareholder Activism Response Team, Vinson & Elkins

Track 1

7:00pm–7:30pm

Cocktails

Food, drinks, and some live entertainment (note: Not Chainsmokers)

Luxe Courtyard

June 6

7:00am–8:00am

Breakfast

The finest pastries, flown in from the south of France (Santa Monica)

7:30am–6:00pm

Presentations

Tracks 1-5

6:30pm–7:15pm

SECRET Keynote

June 7

7:00am–8:00am

Breakfast

Luxe Courtyard

7:30am–5:00pm

Presentations

Tracks 1-4