2013 National Angel Summit

NACO_home3(h)_banff_thankyou_ver4

 
 

November 20-22, 2013
The Rimrock Resort Hotel, Banff, Alberta

We sincerely thank our sponsors and partners and delegates for being a part of the 2013 National Angel Summit in Banff, Alberta.

 

2013 Summit Speakers

2013 Summit Presentations

2013 Summit Sponsors

Highlights from the 2013 National Angel Summit

In 2013, the National Angel Summit brought together:

Agenda

The Summit is your opportunity to hear recognized experts lend their perspectives about the emerging opportunities and challenges for Angel investors. Our workshops allow you to put your knowledge to the test, working with peers from across Canada and the world.

Agenda Thumbnail

Click on each individual day below for the daily schedule, session descriptions and presenters.

 

7:00 am to 8:30 am
Registration and Breakfast Buffet

 

Stream A – Half Day Workshops

8:15 am to 12:00 pm
Due Diligence Best Practices 

Due Diligence Best Practices teaches the fundamentals of how to prepare for, set up and execute a solid due diligence process. It also teaches what it takes to validate a potential investment and to define and contain the risk of an investment. It emphasizes what must be confirmed, the cost of confirming, and the risk of not knowing.

Presented by:

  • Bill Payne – Power of Angel Investing Lead Instructor and Program Developer, Angel Resource Institute

Panelists:

  • Raghwa Gopal – Partner, Mission West Capital
  • Thealzel Lee – Founder, Director and President, VANTEC Entrepreneurs Fund VCC Inc.
  • James Swanson – Partner, Burnet, Duckworth & Palmer LLP
  • Joseph Martini – Investment Development Consultant, Innovate Calgary

 

12:00 pm to 1:00 pm
Hot Lunch Buffet

 

1:00 pm to 5:00 pm
Early Exits 

Early Exits presents a strategy for start-up investors and entrepreneurs to build new ventures, prove business models and exit companies in two to three years without the need for multi-million dollar investments. This workshop is based on the book by Basil Peters, Early Exits.

Presented by:

Panelists:

  • Bill Payne – Power of Angel Investing Lead Instructor and Program Developer, Angel Resource Institute
  • Frank Erschen – Angel Investor, Golden Triangle Angel Network
  • Othello Tuason – Vice President, Corporate Finance, KPMG Corporate Finance

 

Stream B – Half Day

8:15 am to 5:00 pm
Angel Investing Basics for Economic Development Professionals 

This full-day seminar is designed for non-Angel investors who want to have a deeper impact on job creation. The seminar provides a deep overview of the Angel investing process and its vital relationship to the growth of early-stage companies and economic development.

Angel Investing Basics for Economic Development Professionals covers the following five modules –

  • An overview of Angel investing
  • Due diligence
  • Valuation of early-stage companies
  • Term sheets
  • How to connect to Angels

Presented by:

  • John May – Power of Angel Investing Lead Instructor and Team Leader, Angel Resource Institute Global Initiatives

Fireside Chat:

  • Dale Lemke – Director, National Angel Capital Organization and President, Display Systems International, Inc
  • Ross Finlay – Co-Vice-Chair, National Angel Capital Organization and Founder and Director, First Angel Network

 

5:00 pm to 6:00 pm
NACO Annual General Meeting

 

6:00 to 7:30 pm 
Welcome Address and Opening Night Angel Social Event

Opening night Angel social event is hosted by Alberta Innovates-Technology Futures.

7:00 am to 8:30 am
Registration and Breakfast Buffet

 

8:30 am to 8:55 am
Morning Welcome Remarks

Morning Welcome by the John McDougall, President, National Research Council Canada

 

8:55 am to 9:15 am
Canadian Angel Activity 2012 – The Real Deal

Review of the Angel investment data collected by NACO in 2012.

Presented by:

  • Thomas F. Hellmann – Professor, Sauder School of Business (UBC) and Chair, NACO Research Report Steering Committee

 

9:15 am to 9:55 am
Global Trends in Angel Investing

Discussion on Angel trends and issues facing Angel investors around the world.

Panelists:

  • Dr. Robert Wiltbank – Professor of Strategy, Willamette University and Partner, Montlake Capital
  • Michelle Scarborough – Chair, National Angel Capital Organization
  • Thomas F. Hellmann – Professor, Sauder School of Business and Chair, NACO Research Report Steering Committee
  • David Verrill – Founder and Managing Director, Hub Angel Investment Group LLC and Chairman, Angel Capital Association

Moderator:

  • Rana Pudifin – Senior Business Advisor, Innovation, Science and Technology, Foreign Affairs, Trade and Development Canada

 

10:00 am to 10:15 am
Warm Hearted Investing vs. Cold Hard Returns Debate

Hear Paul Singh and Mark Skapinker in a lively debate on the issue of social investing vs. the bottom line.

Debators:

Moderated by:

 

10:15 am to 10:45 am
Networking Coffee Break

 

10:45 am to 11:45 am – Breakout #1
Angel Investing Models

Discussion on convertible debt vs. equity vs. preferred shares and other models commonly used to make investments.

Panelists:

Moderator:

  • John May – Power of Angel Investing Lead Instructor, Angel Resource Institute

 

10:45 am to 11:45 am – Breakout #2
Making Informed Investment Decisions

Discussion on the tools and best practices being developed by industry leaders to make informed investment decisions by collecting and using investee company data.

Panelists:

Moderator:

  • Thomas F. Hellmann – Professor, Sauder School of Business and Chair, NACO Research Report Steering Committee

 

10:45 am to 11:45 am – Breakout #3
The Future of Crowdfunding

Discussion on the future of crowdfunding and what Angels should know about it.

Panelists:

  • Sandi K. Gilbert – Chief Operating Officer, Exempt Capital Network Inc.
  • Brian Koscak – Partner, Cassels Brock and Blackwell LLP
  • Alex Kilgour – Partner, Dentons Canada LLP

Moderator:

 

11:45 am to 12:00 pm
The Great Valuation Debate

Lively debate on the issue of valuations and the crunch.

Debaters:

Moderated by:

 

12:00 pm to 1:30 pm 
Lunch and Keynote Address

Keynote address by Vicky Sharpe, President & CEO, Sustainable Development Technology Canada

 

1:30 pm to 2:00 pm
Networking Break

 

2:00 pm to 3:00 pm – Breakout #1
Syndication and Cross-Border Investing 

Best practices that lead to deals that attract syndication and cross-border investing.

Panelists:

Moderator:

  • Frank Erschen – Angel Investor, Golden Triangle Angel Network

 

2:00 pm to 3:00 pm – Breakout #2
Investment Opportunities in the Energy Sector

Discussion on the opportunities for early-stage investment in oil sands-related industries (tech focused).

Panelists:

  • Brian Pow – Vice President Research, Acumen Capital Partners
  • Derek Krivak – President and CEO, Shift Resources Ltd.
  • Alexander Munro – Partner, Fronterra Ventures
  • Martin Vroegh – Director, Environmental Affairs, Votorantim Cement North America

Moderator:

 

2:00 pm to 3:00 pm – Breakout #3
Angel Group Therapy

Discussion on the current issues being addressed by Angel group leaders across Canada – deal syndication; recruiting and retaining members; financing your group.  Attendees will create the list of topics and engage in an open forum on their most pressing concerns.

Regional Experts:

  • Ross Finlay – Vice-Chair, National Angel Capital Organization and Co-Founder and Director, First Angel Network
  • Basil Peters – CEO, Strategic Exits Corporation
  • Carl Furtado – Co-Founder and Vice President Industry Relations, Golden Triangle Angel Network

Moderated by:

  • Bill Payne – Power of Angel Investing Lead Instructor and Program Developer, Angel Resource Institute Global Initiative
  • Thealzel Lee – Founder, Director and President, VANTEC Entrepreneurs Fund VCC Inc.

 

3:00 pm to 3:30 pm
Networking Coffee Break

 

3:30 pm to 5:00 pm 
Pitch Competition

Six incubated start-up companies from across Canada will be selected to pitch their businesses to our group of Angel Investors. Winning companies will be announced on November 4.

Opening Keynote remarks will be given be Mike McCauley, Co-Founder, BufferBox and Product Manager, Google.

Judges:

 

5:00 pm to 6:30 pm 
Networking Break

 

6:30 pm to 7:00 pm 
Reception

 

7:00 pm to 9:00 pm 
Gala Dinner and Awards Presentation

We invite attendees to join us for a Gala dinner and a presentation of the “Most Promising Start-Up Company of the Year” Award.

 

9:00 to 9:45 pm 
Keynote Address

Keynote Address by William McPhee, Angel Investor with Boston Harbour Angels and Managing Director, Praxis Advisors LLC.

 

9:45 pm to midnight 
Gala Social Event

 

7:00 am to 8:30 am 
Registration and Breakfast Buffet

 

8:30 am to 8:45 am
Morning Welcome

Morning Keynote by The Honourable Michelle Rempel, Minister of State Minister of State at the Western Economic Diversification.

 

8:45 am to 9:45 am
Government Led Programs Supporting Angel Investing

Discussion on available programs in Canada and how they can be accessed.

Panelists:

  • John McDougall – President, National Research Council Canada
  • Dominique Belanger – Vice-President, Strategic Investments & Initiatives, BDC Venture Capital
  • Bill Teeple – Executive Director, Business Innovation Services, Alberta Innovates-Technology Futures
  • Clair Gartley – Vice-President, Business, Innovation and Community Development for the Federal Economic Development Agency for Southern Ontario (FedDev Ontario)

Moderator:

  • Andrew Wilkes – Director and Founding Member, National Angel Capital Organization

 

9:45 am to 10:00 am
Group Investing vs. the Lone Wolf Approach Debate

Hear Andrew Wilkes and Henry Kutarna in a lively debate on the issue of group investing vs. the lone wolf approach.

Debaters:

  • Andrew Wilkes – Director and Founding Member, National Angel Capital Organization
  • Henry Kutarna – Vice President, Investment and Market Development, Innovate Calgary

Moderated by:

 

10:30 am to 11:30 am – Workshop #1
Building a Quality Dealflow Pipeline

Discussion on models used by leading organizations in the investor ecosystem for qualifying and managing dealflow.

Panelists:

  • Claudia Krywiak – Vice President, Corporate Planning and Development, Ontario Centres of Excellence
  • Barry Gekiere – Managing Director, MaRS Investment Accelerator Fund
  • Randall Yatscoff – Executive Vice-President, Business Development, TEC Edmonton

Moderated by:

  • Pierre Doyon – Member, Alberta Deal Generator

 

10:30 am to 11:30 am – Workshop #2
Planning with the Exit in Mind

How to plan your exit at the time of investment.

Presented by:

 

10:00 am to 10:30 am
Networking Coffee Break

 

10:30 am to 11:30 am – Workshop #3
Securities Regulations Affecting Angel Investors

Discussion on Angel trends and issues facing Angel investors around the world.

Panelists:

  • Ian Bandeen – Vice-Chair, National Angel Capital Organization
  • David Verrill – Founder and Managing Director, Hub Angel Investment Group LLC and Chairman, Angel Capital Association

 

11:30 am to 12:00 pm
Closing Speaker Spotlight

Closing Keynote Address by Thomas S. Caldwell, Found and CEO of Caldwell Securities Ltd.

 

12:00 pm
Buffet Lunch

 

Topics are subject to change.

Get your ticket today and don’t miss this opportunity to connect with the Canadian Angel investor community.

Pitch Competition

Six incubated start-up companies from across Canada will be selected to pitch their businesses to our group of Angel Investors.

For details click here.

Sponsorship Opportunities

As a sponsor of NACO’s National Angel Summit, you will have the opportunity to network and promote your services to more than 200 attendees, including: accredited investors, entrepreneurs, and government and industry partners who are fostering the growth of early-stage businesses in Canada.

Angel investors play a fundamental role in the Canadian entrepreneurship ecosystem. They provide personal funds in private equity or second-round funding to startups that need capital to continue to grow. This investment is estimated at $1-billion annually.

As a Summit sponsor, not only will you gain visibility with this exclusive group of business savvy, well-educated and high-net-worth individuals, but you will also help support Canadian innovation and further our economy.

Sponsorship Pkg   NACO 2013 National Angel Summit Sponsorship Package

 

Our Summit Sponsors

Platinum Sponsor

Print      BDC_Logo_RGB_110

Gold Sponsor

IS_logo_CMYK       Print

Silver Sponsors


BoastLogo_75               FAN_logo_Blue_Solid

 


InnovateCalgary_ADG

oce_logo_height85

 

Bronze Sponsors

Anges Quebec Temp              cnsx_85       EDC_BC

 

 

Fronterra Logo             GLH-Logo_Rev_12_15

 

Pond Biofuels            St Mary's Cement - with Pond

 

SDTC

 

 

Special Event Sponsors

Print                         LX Ventures

Media Partners

Backbone logo            FM&AlogoART3135           The Soho Loft LOGO 2013 hi res_75

Promotional Partners

Cdling_75                          Growlab Logo2.1

 

FF_logo_75                            FINAL NAO-OplusONE Logo

 

 

VA Angels   ABCtech-01