2016 Agenda
8:00 – 8:50: Registration / Breakfast
8:50 – 9:00: Welcome:
Jim Goulka, Arizona Tech Investors
Sarah Dickey, Angel Capital Association
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
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
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
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.
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
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
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
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
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