Building the Crowd and the Future of Investment Product Distribution

Building the Crowd &

the Future of Investment

Product Distribution

National Press Club,

Washington, DC

May 4, 2017

Crowdfinance IS the future of finance

© 2017 Dara Albright Media, All Rights Reserved

If we only had the CROWD…


INDUSTRY WIDE DISTRIBUTION PROBLEM


• Retail has been driven away by:• Market Volatility

• FINRA Compliance & fiduciary rules

• Economics – can no longer afford to accommodate micro-investors

• Greed

• Traditional distribution channels are no longer effective

INDUSTRY WIDE DISTRIBUTION PROBLEMRetail on the run…


INDUSTRY WIDE DISTRIBUTION PROBLEMEven P2P (Peer-to-Peer) Lending had to change its name to “marketplace lending”


RETAIL “the Crowd” IS RETURNING

• Retail is bring brought back by:• FinTech (advancements in micro-technologies)

• RegTech (modern securities legislation being introduced to support modern financial technology)

• AltTech (investment product innovation)

• MediaTech (democratization of journalism)

• AdvisorTech (roboadvisors, digital investing, machine learning)


“FinTech”

• Empowering Retail Investors through the advancement in Micro-Technologies. Even the tiniest investor can now:• Diversify within platforms

• Diversify across a wider range of asset classes

• Access higher yielding alternative products

• Mitigate portfolio risk

“Technology has been dislocating financial services for decades. We are only now just reaching that seminal moment where instead of disrupting the brokerage industry, technology will utterly obsolete it.”


“RegTech”


“AltTech”A New Universe of Alternative Investment Products for the Masses


“MediaTech”


New Media Voices


Just like media, traditional distribution channels are being displaced.New retail distribution channels are obsoleting old ones

“AdvisorTech”


“AdvisorTech”

The Future of Finance is Here

“Dynasty wealth is created by being on the forefront of shifts in mass media and

retail distribution”


@ToTheStoics

@DaraAlbrightMedia

www.Linkedin.com/in/DaraAlbright

Speaker, writer and influencer on topics relating to FinTech, RegTech, digital-, peer-& crowdfinance

About Dara Albright

www.daraalbrightmedia.com

Thank you!

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Building the Crowd and the Future of Investment Product Distribution

Investor Relations

Transcript of Building the Crowd and the Future of Investment Product Distribution