MCLEAN, Va., April 25, 2016 /PRNewswire-USNewswire/ -- VIA Folio™ announced today that Blaine McLaughlin, chief operating officer of VIA Folio, a division of FOLIOfn Investments, Inc., will join crowdfunding experts in a discussion at FundIt's 2016 Crowdfunding Compliance, Marketing & Technology Conference. McLaughlin will speak on the processes, services and regulations that affect "serial" issuers of private equity and debt investment opportunities.
VIA Folio enables portals, issuers, broker-dealers and registered investment advisors to engage with private debt and equity offerings. It brings together proven brokerage features with the documentation, recordkeeping and complete custody required to meet expectations of issuers, investors and their advisors. Through its API Service, VIA Folio makes customization, growth and distribution opportunities possible for private investing portals, and gives them control over their branding and client experience. VIA Folio has more than 100 APIs available that facilitate client and account creation, funding, subscribing, reporting, trading and more.
McLaughlin, who recently spoke about "The Custodian Perspective" at the 2016 LendIt conference, will provide perspectives on topics such as:
- The importance of making private investments "bite sized" and the new regulations that enable this;
- Supporting efficient distribution of private offerings across platforms, to many prospective investors;
- The various types of assets investors may want to invest in from a single online brokerage account – even an IRA – and how it's now possible; and
- The cause and effect of providing a common technical and regulatory infrastructure to broker-dealers and other private investing intermediaries.
"I'm excited to see established and new entrants in the private investing space working on Regulation A offerings that bring new asset types and opportunities to the public," said McLaughlin when asked about the crowdfunding and online investing environment.
The FundIt "Serial issuers – how to conduct 506c, 4(a)(6) and Reg A offerings, again and again" panel discussion with McLaughlin will take place on:
Date: April 26, 2016
Time: 4:20-5:30 pm
Location: The Bellagio Hotel, Las Vegas
About VIA Folio™
VIA Folio empowers clients of portals, issuers and intermediaries to invest in private debt and equity offerings by supporting the process of offering, subscription, closing, and custody on the FOLIOfn Investments, Inc. brokerage platform. Investors and advisors can hold multiple private securities in a single Folio brokerage account, alongside publicly traded securities, which could lead to a more diversified portfolio. This integrated approach facilitates the inclusion of private securities in both taxable and tax-deferred accounts.
This communication is for information purposes only and should not be regarded as a recommendation of or an offer to sell or as a solicitation of an offer to buy, any financial product. Financial products listed on our sites are only available to residents in the states where those products are registered. Offerings of private securities on our sites are only suitable for investors who are familiar with and willing to accept the high risk associated with private investments. Investors must be able to afford to lose their entire investment. Securities sold through private placements are not publicly traded and are intended for investors who do not have a need for a liquid investment. There can be no assurance any private security valuation is accurate, reflective of future sales prices, or in agreement with any market or industry valuations. Additionally, investors may receive restricted securities that may be subject to holding period requirements. A well-diversified portfolio can include different types of investments. How you invest is based on your tolerance for risk, the length of time you have to reach your financial goals, your specific interests and needs and other factors. Companies seeking private placement investments are often in earlier stages of development and have not yet been fully tested in the public marketplace. Investing in private placements requires high risk tolerance, low liquidity requirements and long-term commitments.
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SOURCE VIA Folio