ACA Western Regional Angel Forum
Thursday, February 22, 2018

UCI Applied Innovation - The COVE

IRVINE, CA 92697-7700

Connect with experienced investors from Western states and grow your advantage to invest and support your portfolio companies in 2018.  Co-hosted by Tech Coast Angels, 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 21:

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. 

5:30p - 6:30p   Cocktails and Networking
6:30p - 8:30p:  Dinner 
 - Tech Coast Angels welcome and update
 - Company Presentations and Q&A 

Thursday, February 22: ACA Western Regional Angel Forum

DNA for Success: 
Where to invest, How to invest, and With Whom to Partner to Achieve the Best Results


Conference Registration, Coffee, Continental Breakfast and Networking



Paul Voois - Tech Coast Angels
Sarah Dickey - Angel Capital Association


Angel Round Robin & Priority Discussion

Tailer the event to your interests as each attendee provides your critical questions for investing in 2018 and beyond.  


The American Angel Report

What makes an angel investor successful? That’s one of the many questions answered in The American Angel, a ground-breaking, in-depth study of 1,659 angels and how they invest. This brief introduction to this on-going data effort highlights the changing face of investors in the dynamic market.

Linda Smith – ACA Board Chair, Sierra Angels


Getting Deals Done: Building Your Network Targeted to Your Communty

Three leading angels from different locations and investment models around Western Region, provide insights on how they, and their community, collaborate to get deals done. This session will expose attendees to different angel investing approaches, deal terms, and meaningful discussion on successful of techniques to walk away from the session with actionable ideas for investment growth and engagement.

Facilitator: Silvia Mah - Hera Angels

Frontier Angels - Pat LaPointe
Rockies Venture Club - Kevin Morninstar
Tech Coast Angels - Dave Berkus


Networking Break


            How Angels Can Collaborate with Key Ecosystem Partners:
            VCs, Corporations, Universities, & Incubators

Key partners are critical at all stages of the investing cycle. This discussion focuses on the ways for angels to efficiently work with key eco-system partners including why they want to engage? What works best, and ways to avoid pitfalls.

Moderator: Richard Sudek, Tech Coast Angels, UCI Applied Innovation 


Networking Lunch:

The most requested session of the day: Connect with current and future co-investors in this angels-only space


Fireside Chat: Getting to the DNA of Success

Jeff Kearl – CEO Stance
Richard Sudek – Tech Coast Angels, The Cove

As an experienced entrepreneur including his current role as the CEO of Stance, angel investor, and VC, Jeff Kearl has been on all sides of the financing and company growth tables.  During this fireside chat, Richard Sudek and Jeff will focus in on his core experiences and important lessons learned concerning market disruption, brand differentiation, and positioning for the next wave of opportunities.


Understanding Capital Models; What Active Angels Need to Know

Ron Weissman - Band of Angels  


New Market Opportunities; Investing Ahead of the Curve

As an angel investor taking risks is part of the territory.  But what if we can get an edge to know which markets will be disrupted and which technologies will enable that disruption to take place?  Our speakers will focus on the best opportunities in technology including blockchain, semiconductors, AI, VR/AR, and IoT as well as those markets which are ripe for the next disruption such as Medicine, Connected Car, Autonomous Vehicles and automation.  At the end of the panel the attendees will understand not only the top areas will yield the highest potential return and why these are the best investable areas.

Moderator: David Friedman – Tech Coast Angels


Networking Break


Maintaining High-Energy Diligence Teams and Deal Enthusiasm

How can angels and groups maintain dynamic, high-energy due diligence teams capable of handling their steady streams of deal flow? While a significant amount of attention has been paid to due diligence best practices from a process and content perspective, less focus has been given to the equally important human side. There is a fine balance between performing thorough due diligence and keeping members interested, motivated and willing to “come back for more”.  Panelists discuss how their groups manage this balance and ideas for improvement.

Moderator: Kathie Priebe – Golden Seeds, Sierra Angels



What is Next for Angels?

Facilitated conversation on the top of mind topics for attendees.  Angels will engage on 1-2 topic/problem within small groups and provide these insights to colleagues

Moderator:  Scott Hamilton (Executive Practices)


Networking Reception: 

Connect with your colleagues and the day’s discussions over drinks.

Download the Agenda

Meeting Location (Both Events):

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

Event Parking

Getting to the COVE


We have secured a discounted rate at the DoubleTree for Wednesday, February 21 and Thursday, February 22.  To receive the rate of $165 including breakfast and parking please call the number below and reference Angel Capital Association. 

DoubleTree Club by Hilton Hotel Orange County Airport
7 Hutton Centre Dr.
Santa Ana, California 92707

2018 ACA Member Host: 

2018 Event Partners:

2018 Annual Partners and Supporters: