Payments and Custody for Exempt Offerings
In this video, the panelists Michael Russ with Alto IRA, Jim Dowd with North Capital, Edward Rodriguez with BPN Capital Group talk to Dave Hendricks from Vertalo about how their respective companies can offer assistance to others looking to raise funds. Each panelist goes in-depth about how their company differs from others that assist in offerings, and a little bit more about what makes them unique. You’ll learn about how to invest through their platforms, how they help in funding, and how they operate.
Jim Dowd is Founder and CEO of North Capital Investment Technology (NCIT), which provides infrastructure technology and services for exempt securities offerings to financial intermediaries and primary issuers. Prior to forming North Capital, Mr. Dowd, who has 37 years of experience in global financial markets, was a Senior Managing Director at Bear Stearns, where he led the hedge fund advisory team and developed and managed the firm’s HedgeSelect platform. Before Bear, Mr. Dowd was a portfolio manager for seven years, focused on convertible bond and options arbitrage. He also spent nine years with Bankers Trust in New York, London and Tokyo where he was Managing Director and Head of Derivatives Trading for Asia and a Partner of Bankers Trust. Mr. Dowd began his career with Samuel Montagu Capital Markets Inc., a boutique investment bank, in New York.
Edward Rodriguez is the founder and CEO of BPN Capital Group, a Miami based FinTech multi-service firm powered by blockchain technology. He is a serial entrepreneur and commercial finance professional who brings more than 13 years of experience in commercial property management, finance, and entrepreneurship to the team. Prior to launching BPN Capital Group, Edward served as an independent consultant performing quantitative risk analysis on the portfolios of elite investors from 2007 until 2012. During this time, in 2010, Edward launched Blassbooks, an online marketplace for college students to buy and sell books for free.
Michael Russ is Head of Investment Partners at Alto. Before Alto, Michael was Senior Vice President at Gondola Capital where he worked for over two years. He graduated from Marquette University in 2010 and he has been working in the finance industry ever since.
This video was recorded at the Digital Assets and Securities Conference in Austin, Texas in May 2022. The Digital Assets AND Securities (DAAS) conference is an informative and integrative conference that brings together builders, issuers, investors, business and tech leaders, and anyone else involved in all things web3. Put together annually by Vertalo, the purpose of the conference is to connect and enable a stronger ecosystem to further the understanding of the intersection of digital assets and securities.
For more educational videos about the Digital Asset Securities ecosystem and its growing roster of participants, please visit https://www.vertalo.com/.
For more information about Dave Hendricks, please visit his LinkedIn: https://www.linkedin.com/in/davehendricks/
For more information about Jim Dowd, please visit his LinkedIn: https://www.linkedin.com/in/dowdjp/
For more information about North Capital, please visit their website: https://www.northcapital.com/
For more information about Edward Rodriguez, please visit his LinkedIn: https://www.linkedin.com/in/bpnerod/overlay/contact-info/
For more information about BPN Capital Group, please visit their website: https://bpncapitalgroup.io/
For more information about Michael Russ, please visit his LinkedIn: https://www.linkedin.com/in/michael-russ-4061a998/
For more information about Alto IRA, please visit their website: https://www.altoira.com/