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Episode 54: Grassroots Fundraising with Tom Moroz

Episode 54: Grassroots Fundraising with Tom Moroz

On this episode of the Capital Insight Podcast, Tom Moroz, founder and director of Stonehedge Holistic Learning Center, shares his journey with grassroots fundraising and the challenges and surprises he’s encountered along the way.

Tom is a finance professional with over 30 years of experience. Last year he helped lead an effort to transform Stonehedge Gardens, a landscaped sanctuary in Pennsylvania that aims to bring people together to heal and inspire, from a charitable nonprofit to a social enterprise by adding a public benefit corporation with revenue-generating activities. He reached out to The Kassan Group for guidance on how to raise investment funding to grow Stonehedge and help it become financially sustainable. Stonehedge is currently raising funds through investment crowdfunding.

Reflecting on the process of launching his grassroots fundraising campaign, Tom says it has been educational for both him and his team, as well as for potential investors who are unfamiliar with the concept of crowdfunding. In return, he’s been surprised by who is interested in supporting his business venture. “It’s gratifying to know that what we’re offering is a value to the community and that they really want to be a part of it both financially and in participation of what we’re doing.” Listen to the episode to learn more about Tom’s journey in crowdfunding.

Tom Moroz has been connected with the Stonehedge vision since he was a teenager and was a close friend of both of the original founders. He has an MBA-Finance and brings over 30 years of corporate finance experience from both the for-profit and non-profit sectors. He was a management consultant for Deloitte, an international accounting firm, and was the head of finance for a large hotel operation in NYC as well as the head of regional finance for the Open Society Foundations, an international human rights foundation with an annual operating budget of nearly $1 Billion.

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The Capital Insight podcast intro and outro is voiced by Marina Verlaine. She can be contacted at reel.peach.vo@gmail.com

Episode 48: Crowdfunding Regulations and Noncompliance: Breaking Down FINRA’s Million-Dollar Fines

Episode 48: Crowdfunding Regulations and Noncompliance: Breaking Down FINRA’s Million-Dollar Fines

On this episode of the Capital Insight podcast, Jenny and Michelle discuss recent important developments in crowdfunding regulations in light of significant fines issued against two major fundraising portals.

 

Recently, the Financial Industry Regulatory Authority (FINRA) fined two funding portals a combined total of $1.75 million, including a $1.4 million fine to WeFunder, the largest Regulation Crowdfunding portal. The action provides important insights into how FINRA will evaluate compliance with the intense investment crowdfunding regulations.

 

In this episode, Jenny and Michelle discuss what went wrong — from incorrectly managing campaigns to investment recommendations in marketing materials — and the impact this may have on the future of crowdfunding. As CEO of the crowdfunding platform Crowdfund Mainstreet, Michelle offers a unique perspective on the issue. “We have to stop alluding to this as a very simple, easy, fast way to raise money — crowdfunding is none of those things,” she says. “It takes a lot of work and effort. And in the end, it pays to do things by the book.”

 

Learn more about the FINRA action here.

 

 

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The Capital Insight podcast intro and outro is voiced by Marina Verlaine. She can be contacted at reel.peach.vo@gmail.com

Episode 28: The Economic Development Potential of Investment Crowdfunding with Bill Huston

Episode 28: The Economic Development Potential of Investment Crowdfunding with Bill Huston

In today’s episode, Capital Insight co-host and securities lawyer Michelle Thimesch sits down with investment crowdfunding strategist Bill Huston to talk about the tools we have at our disposal to dismantle oppressive economic systems and build more equitable ones.

Episode Highlights:

  • “I came up with this: the one fundamental rule of crowdfunding – and that’s if you don’t build an excited and engaged crowd, you will not get the funding that you are looking for.”

Bio: 

Bill Huston is an INC. Magazine top 19 global crowdfunding expert, author, speaker, and educator with over a decade of crowdfunding experience. He founded Crowd-Max, an investment crowdfunding accelerator and incubator to introduce and educate Black founders on how to successfully use investment crowdfunding to raise capital and build Black wealth with one goal in mind: to close the racial wealth gap. The organization’s core mission is to help Black entrepreneurs raise capital and scale via crowdfunding.

Get In Touch:

LinkedIn Profile: https://www.linkedin.com/in/billhuston1/

LinkedIn Company Page: https://projectcrowd.co/author/bhuston/

Additional resources:

  • Angels of Main Street is a community of investors with no minimum wealth or income requirement to join.  If you’d like to be part of a community of diverse investors who want to make a difference with their dollars, please join us in Angels of Main Street!

Episode Credit:

Intro and outro are voiced by Marina Verlaine. She can be contacted at reel.peach.vo@gmail.com

 

Check out past episodes here!

Episode 25: Stakeholder Capitalism with David Ferran

Episode 25: Stakeholder Capitalism with David Ferran

David Ferran, Founder & CEO of the Torrey Project, shares his background in venture capitalism and his motivation for pivoting to conscious stakeholder capitalism. Together with Jenny Kassan and Michelle Thimesch, David walks us through an understanding of stakeholder capitalism as a model for sustainable value creation.

Episode Highlights:

  • Shareholder Capitalism versus conventional shareholder primacy/financial capitalism
  • Debunking myths and resistance to the adaptation of stakeholder capitalism
  • Education—a catalyst for creating awareness of other forms of capitalism and for creating a new generation of conscious entrepreneurs, globally
  • How Torrey Project’s Venture-RBF Fund works and what they are doing differently
  • A cautionary tale of venture capital funding gone wrong for business founders
  • Open call for female-led and under-resourced entrepreneurs—$100M raised fund available

Key Takeaways:

“We are creating a new generation of conscious entrepreneurs.” – David Ferran

“The only way we are going to change the early-stage capital allocation in America is to demonstrate that not only is there a different way to do it but there’s a superior way to do it. And that the net result is higher financial returns. Not lower financial returns.” – David Ferran

“The more you take care of all your stakeholders, the more value you build as a company founder.” – Jenny Kassan

Interview

David Ferran

Company

Torrey Project

Bio: 

Success came early in David Ferran’s career. At the age of 24, he raised his first million dollars in venture capital. By the time he turned 33 he had bought his first public company and by his 40th birthday, he had taken his first company public with an IPO on the NASDAQ. For nearly four decades David Ferran worked, played, and fought with venture capital investors, private equity investors, and Wall Street analysts. Having been President, CEO, and Chairman of three publicly traded companies gave David an inside view of how capitalism really works in America. Founding seven companies of his own gave him the chance to understand the challenges faced by young entrepreneurs.

These days, David Ferran is committed to creating and empowering a new generation of conscious entrepreneurs while also seeking to impact the flow of global investment capital towards more socially responsible businesses and conscious business leaders.

Torrey Project is a non-profit organization, based in San Diego California that is committed to accelerating the pace of adoption of stakeholder capitalism in America. Torrey Project empowers and supports entrepreneurs who are committed to building businesses that pursue both profit and purpose and act as a force for good in the world.

Get In Touch:

LinkedIn Profile: linkedin.com/in/david-j-ferran-executive-mentor-5a19b23

LinkedIn Company Page: https://www.linkedin.com/company/torreyproject/

Company: https://www.torreyproject.org/

Additional resources:

  • Angels of Main Street is a community of investors with no minimum wealth or income requirement to join.  If you’d like to be part of a community of diverse investors who want to make a difference with their dollars, please join us in Angels of Main Street!

Episode Credit:

Intro and outro are voiced by Marina Verlaine. She can be contacted at reel.peach.vo@gmail.com

 

Check out past episodes here!

Episode 24: Social Impact Investing with Laina Greene

Episode 24: Social Impact Investing with Laina Greene

Laina Greene is a Social Impact Investor & Tech Entrepreneur. In this episode, Laina shares her journey and background on social impact investing and why she believes in funding resilient and resourceful women entrepreneurs in indigenous communities.

Episode Highlights:

  • What inspired Laina to get into social impact investing
  • Making investment decisions
  • Her take on traditional venture capital model versus social impact investing
  • Demystifying impact investors
  • Pieces of advice to both entrepreneurs and investors
  • Impact investing in times of global pandemic
  • A triumphant story of a female entrepreneur

Key Takeaways:

“Look for those investors that care about the impact that you’re making and would give some value to that impact.” – Laina Green

“Women are a great investment. They are really resourceful.” – Laina Green

Interview

Laina Greene

Company

Angels of Impact

Bio: 

Laina Greene is the CEO and Founder of Angels of Impact, a community of investors, social entrepreneurs, and volunteers that provides funding and technical assistance to women-led, indigenous community-based enterprises.

Born and raised in Singapore, she has lived and worked in Switzerland, the United States, and Indonesia and traveled to more than 47 countries for work and leisure. She’s also a tech consultant to global entities such as International Telecommunications Union, INTELSAT, Cisco Systems, and Juniper. Laina, founded and ran two for-profits and two nonprofit organizations over the course of her working life.

Get In Touch:

LinkedIn Profile: linkedin.com/in/laina

Additional resources:

  • Angels of Main Street is a community of investors with no minimum wealth or income requirement to join.  If you’d like to be part of a community of diverse investors who want to make a difference with their dollars, please join us in Angels of Main Street!

Episode Credit:

Intro and outro are voiced by Marina Verlaine. She can be contacted at reel.peach.vo@gmail.com

 

Check out past episodes here!