8:00a – 5:00p |
Registration Opens |
8:00a – 5:00p |
Pre-Conference Seminar (separate registration)
Seed Investing as a Team Sport
For investment professionals and entrepreneurs with advanced enterprises, this demanding one-day seminar de-mystifies the seed investing process. Gain insight into valuation, pricing, due diligence, term sheets, and negotiation. |
3:00p – 5:00p |
Executive Briefings (concurrent sessions):
Tech-Led Development
Daniel Sandler, author of Venture Capital and Tax Incentives: A Comparative Study of Canada and the United States, will present study results of the role of the state and federal governments in tech-led development. Discussion will focus on the contributions of venture-backed businesses and their impact on economic development public policy. Additional discussion will include the outcomes of government tax and other incentives introduced to address market failures that affect the supply of capital to venture-backed businesses.
Moderator: George Lipper, NASVF, Las Vegas
Presenter: Daniel Sandler, University of Western Ontario, London ON, Canada
Professional Practices (NASVF Members and Invited Guests Only)
Experts discuss the state of the art in term sheets for seed stage investments.
Moderator: : Barbara Bagnasacco, Ballard Spahr Andrews & Ingersoll, LLC, Salt Lake City
Presenters:
Richard Jaffe, Ballard Spahr, Philadelphia PA
David Rudd, Ballard Spahr, Salt Lake City
Kent Madsen, Wasatch Venture Fund, Salt Lake City
Global Council: Cross-National Investing
Partnering across borders for capital and talent – case studies from Canada, China and Mexico.
Moderator: Randy Martinez, LAVCA, Washington DC
Presenters:
Bernhardt Zeisig, VIMAC Ventures, Boston MA
David Zheng, Canton Venture Capital Co., Guangzhou, China
Dr. Elliott Parks, Ventana Capital, Irvine CA
|
6:30p – 8:30p |
Opening Reception
Greetings: Rod Linton or David Harmer, Utah Department of Community & Economic Development, Salt Lake City |
7:00a |
Breakfast/Registration |
8:15a |
Welcome – NASVF Board Chair Steve Grizzell, UTFC Financing Solutions, Salt Lake City |
8:30a |
Concurrent sessions:
w Building Entrepreneur-Friendly Communities
Angel groups thrive in communities that encourage entrepreneurship through mentoring and enterprise building services. Learn how to assess how supportive your community is for entrepreneurs and if it is ready to form an angel group.
Moderator: Tom Walker, Oklahoma Technology Commercialization Center, Tulsa OK
Panelists:
Bill Botts, Investor, Henderson NV
Brad Bertoch, Wayne Brown Institute, Salt Lake City
Rich Bendis, Innovation Philadelphia, Philadelphia PA
Ÿ Syndication Strategies from the Pros
Winning is about controlling the deal. Learn how to avoid the wash out with big investors and to create productive governance with many investors.
Moderator: Jeff Doose, Adena Ventures, Athens OH
Panelists:
Todd Stevens, Wasatch Venture Fund, Salt Lake City
Dan Rosen, Frazier Technology Ventures, Seattle WA
Mark Solon, Highway 12 Ventures, Boise ID
§ Investing in Technology Start-Ups
Investments in tech-based companies often differ from other types of investments in potential ROI, risk, due diligence and importance of intellectual property. Join experts as they discuss best techniques for investing in technology start-ups.
Moderator: Paul Huleatt, WBT05
Panelists:
Garry Grossman, Schiff Hardin, Washington DC
James A. Severson, PhD, UW TechTransfer, University of Washington, Seattle WA
Scott Collier, Triton Ventures, Austin TX
Tom Weithman, Virginia's Center for Innovative Technology, Herndon, VA |
10:00a |
Break |
10:30a |
Concurrent sessions:
w Models for Angel Organizations
Although there are many models of thriving angel organizations, three major models and strategies are used extensively throughout the U.S. Hear descriptions of these models and learn ways to match the right one to your community.
Presenter: Sue Preston, Davis Wright Tremaine, Seattle WA
Ÿ Structuring the First-Time Fund
The VC's toughest job is raising a fund for the first time. Hear approaches for successfully opening doors, minimizing liability, finding the right CFO and more.
Moderator: Song Pak, Piper Rudnick LLP, Reston VA
Panelists:
Greg Warnock, vSpring Capital, Salt Lake City
Eric Wright, Wilson Sonsini Goodrich & Rosati, Palo Alto CA
Kenneth W. Muller, Cooley Godward LLP, Palo Alto
« Winning Partnerships – Universities, Angels and VCs
Early stage investors, regional VCs and universities are partnering to grow new local companies with a national and global reach. University and investor teams talk about “soft solutions to hard problems”.
Moderator: Dick Sommerstad, University of Minnesota, Minneapolis MN
Panelists:
Larry Rigby, ZARS Inc., Salt Lake City
Rod Linton, Utah Centers of Excellence, Salt Lake City
Judy Johncox, Wayne State University, Detroit MI |
12:15p |
Luncheon
Keynote Speaker:
Guy Kawasaki
Garage Technology Ventures
Palo Alto CA
Moderator: Vic Russo, Ben Franklin Technology Partners, University Park PA |
1:30p |
Concurrent sessions:
w Case Studies – Three Angel Organizations
Hear leaders of three very different angel groups describe how their organizational model and operations procedures meet the needs of their members.
Moderator: Bill Payne, Tech Coast Angels, Henderson NV
Panelists:
Marcia Hendrickson, Enterprise Institute, Brookings SD
Steve Grizzell, UTFC Financing Solutions, Salt Lake City
John May, New Vantage Group, Vienna VA
Ÿ Investment Strategies for Bioscience Technologies
Experts share how they land the best investments in specialized bioscience markets with the promise of huge returns.
Moderator: Michael Paul, PhD, GenData Research Corporation, Salt Lake City
Panelists:
Heidi Huntsman, UV Partners, Salt Lake City
Dan Broderick, Mason Wells, Milwaukee WI
Roger Flugel, Sanderling Ventures, San Mateo CA
« University Seed Funds and Spinout Enterprises
Academic institutions are finding ways to mobilize seed funding and advanced technology to create vibrant new tech-based enterprises and spin them out into their communities and regions.
Moderator: Mick Stadler, Seges Fund, Nashville TN
Panelists:
Matthew Crowley, Boston University Community Technology Fund, Boston MA
Scott Faris, MetaTech Ventures, Orlando FL
Kyle Salyers, Rose Hulman Ventures, Terra Haute IN
Lynn Astle, PhD, Brigham Young University, Provo |
3:00p |
Break |
3:30p |
Concurrent sessions:
w Making Angel Investing Happen in YOUR Community
Building a successful angel group starts with a community environmental scan, then finding a champion and founding members, matching an angel group model to the community and expanding the support network. Hear from the leaders in building angel group networks in their states.
Moderator: Nate Silverman, Washington Technology Center, Seattle WA
Presenters:
David Frankland, Leawood KS
Mary Givens, Idaho Department of Commerce, Boise ID
Steve Mercil, Minnesota Investment Network Corporation Inc, St. Paul MN
Catherine Mott, BlueTree Capital Group, Mercer PA
Ÿ Raising Funds from Institutional Investors
Those who have succeed in raising funds reveal what managers of state and corporate pension funds, academic endowments and banks need from VCs.
Moderator: Mike Tharp, USPSI, Little Rock AR
Panelists:
Jim Dreyfous, UV Partners, Salt Lake City
Bart Holaday, Commons Capital, Brookline MA
Dr. Ronald Weissman, Apax Ventures, Menlo Park CA
Jeff Watts, Thomas Capital Group, Gig Harbor WA
§ Civic Entrepreneurs and Seed Investors
Successful entrepreneurs exiting companies through acquisitions and mergers often seek new challenges. Many become angels, providing capital and expertise to up-and-coming enterprises. Others add value in the public sector, helping to build the culture of entrepreneurship. Hear from those making a difference in their communities.
Moderator: Paul France, P&G, Cincinnati OH
Panelists:
Ken Wooley, Extra Space Management, Salt Lake City (Invited)
Will West, Utah Fund of Funds, Salt Lake City |
7:30a |
Networking Breakfast |
8:30a |
Concurrent sessions:
w Operational Issues of Angel Organizations
Join experts who share the basics of operating an angel group - finding an administrator, setting dues, recruiting members, fostering deal flow, public relations and marketing of the new angel organization.
Moderator: John May, New Vantage Group, Vienna VA
Panelists:
Sue Preston, Davis Wright Tremaine, Seattle
Susannah Malarkey, Alliance of Angels, Seattle
§ Investing Public Resources – Making Wise Choices
States, counties and cities invest $Billions to catalyze tech-led development. Some efforts bear fruit, others yield white elephants. Hear about some of the best investment models getting the biggest bang for the peoples’ buck.
Moderator: Janice St. Onge, University of Vermont, Burlington VT
Panelists:
Lynn Allen, Capital Innovations, Inc., Louisville KY
Mike Manikowski, Ontario County Industrial Development Agency, Canandaigua, NY
Sheri Stickley, Oklahoma Center for the Advancement of Science and Technology, Oklahoma City OK
« University Student VC Funds
University student-run venture funds are adding new quality to entrepreneurial training and business plan competitions, and co-investing with local VCs.
Moderator: Bob O’Connor, Wilson Sonsini Goodrich and Rosati, Salt Lake City
Panelists:
Jared Hutchings, University Venture Fund, Salt Lake City
Travis Parsons and James Edwards, Cornell University BR Ventures, Ithaca NY
Tim Faley, Wolverine Fund, Ann Arbor MI |
10:00a |
Break |
10:30a |
Concurrent sessions:
w Process Options for Angel Organizations
A robust process for managing deal flow and investment is key to the success of the new angel organization. Hear experts discuss best practices for funding applications, pre-screening, screening, establishing due diligence teams and monitoring progress, negotiating term sheets, closing deals and meeting formats.
Moderator: Bill Payne, Tech Coast Angels, Henderson NV
Panelists:
Bill Botts, Investor, Henderson NV
Catherine Mott, Indigo Capital Development, Mercer PA
Paul Ahlstrom, vSpring Capital, Salt Lake City
« Making the Grade – Top Entrepreneurial Training Programs
Not just universities teach entrepreneurship– many mentoring programs produce stunning new business ideas coupled with great execution plans. Hear about innovative training programs helping to create the next generation of outstanding new startups.
Moderator: Phil Weilerstein, NCIIA, Hadley MA
Panelists:
Brad Bertoch, Wayne Brown Institute, Salt Lake City
Gary Williams, Brigham Young University, Provo
Penny Pickett, Washington DC Technology Council, Washington DC
§ Innovations in Building Investor/Entrepreneur Ecosystems
Hear how great communities catalyze local talent to create and nurture successful relationships between entrepreneurs and investors.
Moderator: Dinesh Patel, PhD, vSpring Capital, Salt Lake City
Panelists:
Jon Marchi, Glacier Venture Fund, Polson MT
George Friberg, Technology Ventures Corporation, Albuquerque NM
Burt Chojnowsky, Fairfield Entrepreneurs Association, Fairfield IA |
12:15p |
Luncheon
Keynote Speaker:
Captain Mike Hecker
Deputy for Development Programs
NASA Exploration Systems Mission Directorate
Washington DC
Moderator: Jonathan Root, NASA Headquarters, Washington DC |
1:30p |
Roundtable Sessions – Audience Selected Topics:
w Building Angel Organizations
Experienced angel leaders facilitate discussions on topics related to starting angel groups. Participants will discuss operational and process options that can be applied in their community.
Moderators:
Marianne Hudson, Entrepreneurship Director, Ewing Marion Kauffman Foundation, Kansas City MO
Sue Preston, Davis Wright Tremaine, Seattle WA
Bill Payne, Tech Coast Angels, Henderson NV
John May, New Vantage Group, Vienna VA
Ÿ Seed-Stage VCs
The fundamental principles of seed stage investment remain constant, but the techniques for making great investments continue to evolve. This Roundtable discussion will focus on recent changes in the practices of seed and pre-seed investing industry.
Moderators:
Steve Grizzell, UTFC Financing Solutions, Salt Lake City
Blake Modersitski, UV Partners, Salt Lake City
§ Tech-Led Development
Communities throughout the world are focused on building an entrepreneurial, tech-led economy. Participants will share their successes and failures, and how they are pioneering new strategies.
Moderators:
Liz Harris, Jobs Now, Inc./Flathead County Economic Development, Kalispell MT
Erik Stenehjem, Battelle Pacific Northwest National Laboratory, Richland WA
« Universities, Seed Capital and Entrepreneurs
Participants will explore how leading research universities and R & D organizations are becoming economic engines for local and regional enterprise growth, finding new ways to support and harness resident resources, and partner with seed investors to fuel the local entrepreneurial culture.
Moderators:
David Barbe, PhD, University of Maryland, College Park |
3:30p |
Break |
4:00p |
Plenary Roundtable: Launching the Seed Capital Academy
Facilitator: Jim Troxel, Millennia Consulting, Chicago IL |
5:00p |
Adjournment |
5:45p |
Networking Parties (on your own) |