2016 Agenda

8:00 – 8:50:        Registration / Breakfast
8:50 – 9:00:        Welcome:
                                                Jim Goulka, Arizona Tech Investors
                                                Sarah Dickey, Angel Capital Association
9:00 – 9:45:        Syndicating Angels to Angels:  How Are $2 million Deals Different from $1 million Deals?
             Panelists: Richard Sudek, Tech Coast Angels; Ryan Reber, Lubbock Angel Network;
             Peter Adams, Rockies Venture Club
9:45 – 10:00       BREAK
10:00 – 11:25:    Syndication in 2 Dimensions:  Aligning Expectations & Execution
10:00 – 10:25:    Origination:  Bringing Deals To Each Other
                  Moderator: Michael Hool, Hool Coury Law Group, Arizona Tech Investors
Panelists: Base Horner, Desert Angels; Tim Kelley, Canyon Angels;
Nate Mortensen, Tallwave Capital; Chris Cooper, Pelion Venture Partners
 
10:30-10:55:      Due Diligence: Sharing the Work
                 Moderator:  Brian Moll, Quarles & Brady, Arizona Tech Investors
Panelists: Nathan McDonald, Keiretsu Forum; Dan Janes, Desert Angels; Will Sewart of Rogers Venture Partners 
 
11:00 – 11:25:  Post Investment: Who Does What for Whom?
Moderator: Quinn Williams, Greenberg Traurig
Panelists: Curtis Gunn, Desert Angels; Peter Adams, Rocky Venture Club;
Brian Armstrong, Point B Capital; Donna Jang, Life Science Angels
 
11:30 – 12:15:   Company Presentations
  • Phytonix Corp., Gordon Skene, Executive Vice President & Director
    (Keiretsu Forum - Black Mountain, NC)
  • Logrr, Inc., Julien Denaes, CEO (Rockies Venture Club – NYC, NY)
  • PostBidShip, Inc., Tom Blondi, CEO (Arizona Tech Investors /Desert Angels – Scottsdale, AZ)
 
12:15 – 12:30:    BREAK   Feel free to follow up with presenting companies
12:30 – 1:15:      NETWORKING LUNCH
1:15 – 2:15:        Nurturing Portfolio Companies to Maximize Value:  Best Practices
The afternoon sessions are designed to maximize participation with all attendees.  Each panel will lead off a discussion that will continue at the tables in the room.  Ideas will be shared among
table-mates and they will determine the best ideas to share with everyone.
 
1:15 – 1:45:        Portfolio Company Talent Acquisition and Retention
      Moderator:  Tom Curzon, Osborn Maledon, Arizona Tech Investors
Panelists: Mike Wolf, Arizona Tech Investors; David McCaleb, Arizona Tech Investors;
Brian Burns, Grayhawk Capital; Curt Roberts, Kickstart Fund; David Allen, Tech Launch Arizona
1:45 – 2:15:        When the CEO No Longer Fits:  Effecting Leadership Change in Portfolio Companies
      Moderator:  Tom Curzon, Osborn Maledon, Arizona Tech Investors
Panelists: Mike Wolf, Arizona Tech Investors; David McCaleb, Arizona Tech Investors;
Brian Burns, Grayhawk Capital; Curt Roberts, Kickstart Fund; David Allen, Tech Launch Arizona
2:15 – 3:00:        Company Presentations
  • CirrusMD Inc., Drew Moldane, (Rockies Venture Club – Denver, CO)
  • Picmonic Inc., Ron Robertson, CEO and Adeel Yang, Co-Founder
    (Arizona Tech Investors /Desert Angels – Tempe, AZ)
  • Abom Inc.,  Don Megrath, Co-Founder and CFO (Keiretsu Forum - Portland, OR)
3:00 – 3:15:         BREAK   
 
3:15 – 4:15:         Managing Financial Inflection Points
3:15 – 3:45:         Preparing for the Next Round; Knowing When to Raise
Moderator:  Bill Hardin, Osborn Maledon, Arizona Tech Investors
Panelists: Rich Simoncic, Microchip Technologies, Arizona Tech Investors;
Patrick Armstrong, Canal Partners, Arizona Tech Investors;
Matt Marsh, Sorenson Capital
 
3:45 – 4:15:         Preparing for Exits:  Positive, Wind Down, the Walking Dead
Moderator:  Bill Hardin, Osborn Maledon, Arizona Tech Investors
Panelists: Rich Simoncic, Microchip Technologies, Arizona Tech Investors;
Patrick Armstrong, Canal Partners, Arizona Tech Investors; Alison Wistner, Mercato Partners;
Matt Marsh, Sorenson Capital
4:15 – 4:30:         BREAK
4:30 – 4:45:         Company Presentation
  • Keiretsu Capital, Nathan McDonald (Keiretsu Forum NW – Seattle, WA)
  • Textile-Based Delivery, Inc. (TexDel) (Keiretsu Forum NW – Seattle, WA)
5:00 – 5:15:        Unconference / Wrap up
Connect to open subjects and remaining hot topics for open discussion
5:15 – 6:30          Cocktail Reception