ACA Western Regional Angel Forum
Thursday, February 9, 2017

Agenda Speakers

UCI Applied Innovation - The COVE

5141 CALIFORNIA AVE
IRVINE, CA 92697-7700

Connect with experienced investors from Western states and grow your advantage to invest and support your portfolio companies in 2017.  This one day conference is designed to keep you up to date on the latest trends in angel investing. If you are an angel investor or thinking about angel investing, this is a once a year opportunity you shouldn’t miss. This meeting is available to ACA members, accredited investors, and invited guests only.

Wednesday, February 8: Pre Meeting Option: Tech Coast Angels Dinner 

Attendees are also invited to come early and connect with angels and companies during the regular Tech Coast Angels dinner meeting.  Sign up as part of regular registration. 

Tech Coast Angels Dinner Agenda:
5:30p   Cocktail Hour and Networking
6:30p:  Dinner Begins
6:45p:  Opening Remarks by Tech Coast Angels President
7:00p:  Company Presentations and Q&A 
8:30p:  Dinner Adjourns

Thursday, February 9: ACA Western Regional Angel Forum

Agenda: 

7:30a:   Continental Breakfast / Networking

8:30a:   Welcome & Attendee Introductions

Richard Sudek - Tech Coast Angels, Sarah Dickey - Angel Capital Association

9:30a:   Investment for Success at this Moment in the Cycle: Is Winter Coming for Investment or Are We Still in Great Times?

Early-stage investing is inherently cyclical, and many (but not all) believe we are at the end of the current cycle. Is Winter Coming or are there still legs in this cycle with some Indian Summer? What strategies are investors using for making investments and guiding companies through potentially troubled waters? Do we need to apply what we learned from the last downturns (2002-2003 and 2008-2009) or is this a moment to ramp up activity to take advantage of great opportunities?

John Harbison - Tech Coast Angels,  Moderator
Jim Connor - Sand Hill Angels
Jim Goulka - Arizona Tech Investors
Amit Singh - Stradling Law 

10:30a:  Trends in Deal Terms: SAFE Notes, Priced Rounds, Corporate Structures - What is Your Model?

Peter Elias - Jones Day
Armen Martin – Pasadena Angels
Chris Wadden – Pasadena Angels, Moderator
Ron Weissman - Band of Angels

11:15a:  Best of Region - 3 Innovative Company Presentations

Monitor Mask - invited by Keiretsu Forum
Nevados - invited by Pasadena Angels 
Tot Squad - invited by Golden Seeds 

12:15p: Angel Data, Angel Decisions: The Latest and Greatest Data, and Impact on 2017 Investing 

Robert Wiltbank - Galois, Angel Resource Institute

12:45p:  Lunch and Panel: New Syndication Insights: New Networks for Collective Closing

Bob Goff - Sierra Angels
Bill Payne - Frontier Angel Funds, Moderator
Curtis Gunn - Desert Angels
Manthi Nguyen - Sand Hill Angels, Band of Angels, Sierra Angels
Richard Sudek - Tech Coast Angels, Angel Syndication Network

1:45p:  Public Policy and the SEC Impact on Investors: How Can Angels Prepare for the New Washington DC?

Marianne Hudson - Angel Capital Association  

2:00p:   Early Stage Landscape: New Partners, New Models

Steve Flaim – Tech Coast Angels, National Institutes of Health, National Science Foundation
Sergio Gurrieri - Tech Coast Angels
Stan Hales - N2Ventures, Keiretsu Forum
Leslie Katz – Greenberg Traurig
Matthew LeMerle – Keiretsu Forum, Moderator

3:00p:   Universities and Angels: Matching Innovation and Capital for Growth

Steve Flaim – Tech Coast Angels - Moderator
Mridul Gautam - University of Nevada
Katharine Ku - Standford University
Manthi Nguyen – Sand Hill Angels / Band of Angels 
Richard Sudek – University of California at Irvine

3:45p:  Building Great Companies: Critical Roles for Board Members

Dave Berkus - Tech Coast Angels
Kim Kovacs - Golden Seeds
Stender Sweeney - Pasadena Angels
Ron Weissman – Band of Angels, Moderator

4:30p:  Company Showcase / Networking Reception

6:30p:  Event adjourns

Speakers


Jim Connor
Sand Hill Angels

Sarah Dickey
Angel Capital Association

Peter Elias 
Jones Day


Steve Flaim
Tech Coast Angels


Mridul Gautam
University of Nevada

Bob Goff
Sierra Angels

Jim Goulka
Arizona Tech Investors

Sergio Gurrieri
Tech Coast Angels

Curtis Gunn
Desert Angels

Stan Hales
N2Ventures, Keiretsu Forum

John Harbison
Tech Coast Angels

Marianne Hudson
Angel Capital Association

Leslie Katz
Greenberg Traurig

Kim Kovacs
Golden Seeds
Katharine Ku
Stanford University
 

Matthew LeMerle
Keiretsu Forum

Armen Martin 
Pasadena Angels

Manthi Nguyen
Sand Hill Angels

Bill Payne
Frontier Angel Fund

Amit Singh
Stradling Law

Stender Sweeney
Pasadena Angels


Richard Sudek
Tech Coast Angels


Chris Wadden
Pasadena Angels


Ron Weissman
Band of Angels


Rob Wiltbank
Galois

Meeting Location (Both Events):

UCI Applied Innovation - The COVE
5141 California Ave.
Irvine, CA 92697-7700

Event Parking

Getting to the COVE

Cost:

ACA Members - $125 before January 25, NonACA Members - $150 before January 25

Lodging:

We encourage you to take advantage of the local hotels including the following: 
DoubleTree Club by Hilton Hotel Orange County Airport (the discounted rate is now closed, but rooms may still be available)
7 Hutton Centre Dr.
Santa Ana, California 92707
714-751-2400
17601 Fitch  
Irvine, CA 92614
ACA Members, save up to 55% at HotelStorm with discount code ACASAVINGS.

Connected Investor Events

Wednesday, February 8: 

*Tech Coast Angels Investor Dinner: All West Coast Syndication Meeting attendees are invited to attend this option networking and investment presentation event.