North Capital to Host Leading Platforms at 2018 Partner Summit in Salt Lake City

The invitation-only event addresses issues of exempt securities including due diligence, escrow, custody, secondary trading, and compliance.

North Capital to Host Leading Platforms  at 2018 Partner Summit in Salt Lake City

North Capital Investment Technology, a market-leading provider of technology and brokerage services for exempt securities offerings, announced today that it will host an invitation-only, one-day summit for its partners, who are leaders and visionaries in the private securities industry on Wednesday, Sept. 26 in Salt Lake City. The inaugural event is expected to draw nearly 100 attendees from over 45 firms for a day full of curated expert panels, networking and technical discussions.

“The past five years have been about the creation of investor platforms to expand market access and facilitate transaction processing for investors. The next five will be about the use of blockchain technology to standardize the custody and secondary trading of exempt assets,” said Jim Dowd, founder and CEO of North Capital.

“As this industry rapidly evolves, it’s important for those shaping its future to have a forum to share their views, learn from each other’s successes and mistakes, and find opportunities to collaborate,” said Stephanie Holt, the firm’s Chief Operating Officer.

Panel topics include:

●      Deal Structuring to Maximize Access to Capital

●      Getting to “Yes” in a Regulated Industry

●      Strategies for Investor Acquisition, Conversion and Retention … at Scale

●      Cash, Escrow and Closing the Deal

●      Completing the Private Security Lifecycle: Custody and Secondary Trading on the Blockchain

●      The Birth of STOs and the Rebirth of the ATS

The panels will be recorded and available online following the event.

North Capital is expected to announce details of its new custody solution and to outline its plan for secondary trading of exempt securities. Earlier this year, the firm received a strategic investment from ConsenSys, AG, a venture production studio building decentralized applications and various developer and end-user tools for blockchain ecosystems, to accelerate the growth of its custodial platform and secondary trading infrastructure.

To view the full agenda, visit

Journalists and others interested can follow the Summit on Twitter by using the hashtag #NCSUMMIT.


For members of the media interested in the content but not attending the Summit, recordings of the sessions will be available at a later date. Members of the media interested in submitting questions to panelists in advance can email North Capital leadership and select panelists will be available for interviews, by request, following the event.


North Capital provides comprehensive solutions to transact exempt token offerings, supporting ICO issuers and advisors, funding platforms, and other broker-dealers. Through North Capital Investment Technology and its registered broker-dealer North Capital Private Securities Corp., the firm also provides technology-enabled escrow, streamlined investor vetting (including KYC/AML and accredited investor verifications) and a wide range of other broker-dealer services. For more information, visit


Jessica Taylor Shores
Impact Communications, Inc.

Source: North Capital


Categories: Financial News, Business Technology

Tags: blockchain technology, Jim Dowd, North Capital Investment Technology, Stephanie Holt

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