This conference is an evolution of the Alternative Investment Roundup that the executives at SSBC designed, developed and ran each February in Arizona from 1997 through 2008. Each year the Arizona event attracted more than 130 Institutional Investors representing over $2 Trillion in investable assets.
I have written before about the tax benefit to investors from investing in a Qualified Small Business. The fact sometimes gets lost, but a company founder is also eligible for the tax benefit of excluding a portion of his QSB gain when he sells his interest. (State and local tax rates vary.) Because the law places limits on the tax benefit, careful planning by a founder is required.