2015 National Angel Summit 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.

2015 Summit Details

2015 Summit Speakers

Monday, October 5, 2015

5:00pm – 7:00pm
Imperial B

National Group Manager’s Meeting

Presented by NACO

Description:

A private meeting organized as an opportunity for the leadership of Angel groups from across the country to connect with their counterparts and strengthen their existing network within the national Angel community. Together we will kick off the Summit by exploring some of the challenges and opportunities that are unique to Angel groups in Canada. This information will help point NACO in the right direction ahead of our 2016 Board strategy retreat.

Attendees:

  • All Angel group managers from across Canada
  • NACO board of Directors
7:15pm – 9:30pm
Offsite:
R5 Room Fallsview Casino

International Leaders (VIP) Cocktail Reception

Invitation Only

Sponsored by: Province of Manitoba

Tuesday, October 6, 2015

7:00am – 7:00pm
Conference Lobby
Registration
7:00am – 8:00am
Tiara Dining Room
Breakfast

Sponsored by: Province of Manitoba

7:00am – 8:00am
Loyalist

NACO Breakfast Annual General Meeting

Presented by: National Angel Capital Organization

The Annual General Meeting is open to members of the National Angel Capital Organization (NACO). The Board of Directors and select committees will report on the year ended 2014 and elect the members of the 2015-2016 NACO Board of Directors.

Non-members of NACO are welcome to observe the Annual General Meeting but may not vote in the proceedings.

8:00am – 12:00pm
Grand Georgian

Stream 1: 101 – Angel Overview Workshop

Presented by: National Angel Capital Organization, in partnership with, Royal Bank of Canada

This workshop will help you to get started as a professional Angel investor. Learn the essential processes, activities, relationships, and tools that make Angels successful.

This workshop will cover:

  • Angel investing vs. other types of investing, the benefit of Angel groups
  • The Canadian Angel landscape in the global context
  • The investment ecosystem
  • Crowdfunding in Canada
  • Creating good deal flow, managing the influx
  • Due diligence investigations
  • Valuation approaches
  • Term sheets and shareholder agreements
  • Monitoring your investments, portfolio effects
  • Adding value to your companies
  • Exits and capturing the gains

Lead Presenter:

  • Benton Leong – President, Radical Flow & GTAN Board member

Panelists:

  • Mark Francis – Western Canada Advisor, Canadian Securities Exchange
  • Alkarim Jivrai – Managing Partner, Espresso Capital
  • Sandi Gilbert – Founder and CEO, SeedsUps Canada, COO, ECN Capital
  • Loris Giusto – KPMG, Partner, Tax
  • Trevor Cooper – Cooper Wealth Management at RBC Dominion Securities
8:00am – 12:00pm
Loyalist

Stream 2: 105 – Structuring Deals and Term Sheets Workshop

Presented by: National Angel Capital Organization, in partnership with, Gowlings LLP

This workshop will show you how to structure investment deals to maximize the value created and to protect your returns from any adverse events.

This workshop will cover:

  • Investment form: debt, equity, convertibles, hybrid structures, kickers
  • Maximizing the upside
  • Preventing missteps
  • Mitigating the downside
  • Ensuring an exit
  • Worst-case scenarios
  • Common terms and conditions
  • Controversial terms and conditions
  • Routine boilerplate terms and conditions
  • Strategies that backfire
  • The deal structuring process
  • Key documents: term sheet, subscription agreement, shareholder agreemen

Lead Presenter:

  • Pieter Dorsman – President/CEO, Redpeaks Management Inc.

Panelists:

  • Basil Peters – M&A Advisor, Strategic Exits Corp & Member, WPO British Columbia, YPO- Young Presidents’ Organization
  • Vanessa Grant – Partner, Gowlings
  • Boris Mann – Managing Partner, HUMAN
  • Laurie Dmytryshyn – Board Chair at Saskatchewan Capital Network
8:00am – 5:00pm
Imperial A/B

Stream 3: Angel Ready Startup Showcase

Presented by: Futurpreneur Canada

Description:

The Angel Ready Startup Showcase will be open for all of Tuesday, giving attendees an opportunity to meet 20 of the most promising start-ups and their referring lead investors. These companies have been pre-selected and referred by member Angels or NACO industry partners.

Lead Mentor:

  • Frank Erschen – Co-Founder, CFO and Board Chair at Powernoodle, and Director at Network of Angel Organizations – Ontario, and investor with Golden Triangle Angelnet

Expert Mentors:

  1. Ally Tharani – KPMG Enterprise
  2. Jason Read – Commercial Account Manager,  Royal Bank of Canada, Knowledge Based Industries
  3. Henry Kutarna – InvestTech
  4. Mark Lawrence – Network of Angel Organizations – Ontario
  5. James Drage – Atlantic Venture Capital

Pitch Format (per company):

  • 1 min introduction by lead investor or mentor
  • 5 min to pitch
  • 3 min Q&A

16 Pitch Competition Semi-Finalists
Companies will have an opportunity to practice their pitch and receive feedback from attendees and partners before the final round of competition.

Ontario Companies

  1. Plum.io Inc. (ON) – 8:10am
    (Introduced by Kevin Sterling, Keiretsu Forum)
  2. Eve Medical (ON) – 8:20am
    (Introduced by Brian Hunter, NorthSpring Capital Partners)
  3. Cumulus Dental Inc. (ON) – 8:30am
    (Introduced by Michael Dunleavy)
  4. GestSure (ON) – 8:40am
    (Introduced by Catherine Love, OBIO)
  5. ExpertFile Inc. (ON) – 8:50am
    (Introduced by Randall Howard, Verdexus)
  6. Clear Blue (ON) – 9:00am
    (Introduced by Greg Stewart, GreenSky Capital)
  7. TitanFile (ON) – 9:10am
    (Introduced by Blake Laufer, Angel One)
  8. Ultimate Kiosk Inc. (ON) – 9:20am
    (Introduced by Fred Davies, Niagara Business Innovation Fund)

Quebec Companies

  1. MakerBloks (QC) – 9:30am
    (Introduced by Sergio Escobar, Founder Institute)
  2. Idénergie Inc. (QC) – 9:40am
    (Introduced by Nick Yeo, Program Manager at Futurpreneur Canada)

Western Canada

  1. TeamFit (BC) – 9:50am
    (Introduced by Kirk Hamilton)
  2. Wearable Therapeutics (SnugVest) (BC) – 10:30am
    (Introduced by Kirk Hamilton, E-Fund)
  3. SiteDocs Safety Corp (BC) – 10:40am
    (Introduced by Ray Wieler, Mean Eyed Cat Venture Labs)
  4. Portray Advertising Inc. (MB) – 10:50am
    (Introduced by Jan Lederman, Innovate Manitoba)
  5. Quipped Interactive Learning Tools Inc. (MB) – 11:00am
    (Introduced by Krista Jones, MaRS)
  6. Social Spiral Technologies Inc. (SK) – 11:10am
    (Introduced by Laurie Dmytryshyn, SCN)

4 International Showcase Startups
Companies will have an opportunity to showcase their innovative startups to Canadian investors in attendance.

  1. KeepUp (NY) – 11:20am
    (Introduced by John Gavigan, 43North)
  2. Efferent Labs (NY) – 11:30am
    (Introduced by John Gavigan, 43North)
  3. Clearview Social (NY) – 11:40am
    (Introduced by Jack McGowan, Buffalo Angels)
  4. Abom Inc. (OR) – 11:50am
    (Introduced by Kevin Sterling, Keiretsu Forum)
8:00am – 12:00pm
Somerset

Stream 4: 302 – Supporting Angels Workshop

Presented by: National Angel Capital Organization, in partnership with, BDC Capital

This workshop is designed for economic development professionals and others who want to support the development of a flourishing Angel investor community.

This workshop will cover:

  • The Canadian Angel landscape in the global context
  • The investment ecosystem, and the role of Angels
  • Angel business models
  • Current challenges to successful Angel investing
  • Adding value to Angel investors
  • Adding value to investee firms
  • Characteristics of healthy ecosystems
  • Encouraging overall entrepreneurship and facilitating new venture launches
  • Enabling good deal flow by promoting new ventures.

Lead Presenter:

  • Brian Smith – BMO Entrepreneurial Finance Professor at the School of Business and Economics, Wilfrid Laurier University in Waterloo, Ontario, member, GTAN

Panelists:

  • Francois Gilbert – Président-directeur général, Anges Québec Capital
  • Rob Douglas – President, Golden Triangle Angelnet
  • Randy Thompson – CEO, VA Angels. CEO, BGenerus.com, Chairman, Innovative Trauma Care Inc.
  • Mike Volker – Simon Fraser University Innovation Office and Director, WUTIF, GreenAngel and VANTEC
10:00am – 10:30am
Atrium and Imperial Foyer

Morning Coffee Break

Sponsored by: Network of Angel Organizations Ontario

12:00pm – 1:00pm
Grand Georgian

Buffet Lunch

Sponsored by: Niagara Region (Elite), Economic Development

Lunch Keynote Address

Keynote Speaker:

  • Dave Berkus – Angel Investor and Author of Berkonomics and Advanced Berkonomics. Managing Partner, Kodiak Ventures L.P. and Berkus Technology Ventures LLC and Chairman Emeritus, Tech Coast Angels.

Keynote Description:

“Success Factors – Smiling at success; laughing at failure: Dave will explore his experiences and lessons learned from working with hundreds of entrepreneurs, by taking the audience through a diverse selection of case studies. Learn from David’s about what led to some of his wildest successes and most miserable failures, and the resulting investments and liquidity events that followed.”

1:00pm – 5:00pm
Grand Georgian

Stream 1: 103 – Adding Value Through Due Diligence Workshop

Presented by: National Angel Capital Organization, in partnership with, KPMG Enterprise

This workshop will equip you to manage the risks of choosing an investment, by performing a thorough due diligence investigation of a prospective deal.

This workshop will cover:

  • The range of risks in a firm, and how they vary by stage and by sector
  • The effects of market uncertainty and business pivots
  • Cost-benefit analysis: when is enough?
  • The danger of adverse selection: when is too much?
  • Special challenges in assessing management
  • Creating a DD team and plan
  • Managing the DD process

Lead Presenter:

  • Kirk Hamilton – Principal, Élan Tactical Management Inc., investor with Vantec Entrepreneurs Fund Inc.

Panelists:

  • Brian Scott – Angel with BlueTree Allied Angels
  • Steve Gilpin – Investor, Golden Triangle Angelnet
  • Greg Stewart – Principal, GreenSky Capital Inc
  • Josie Graham – Canadian Innovation Centre
  • Lisa Fraser – CEO, Snugvest
  • Amar Dhaliwal – CEO, TeamFit
1:00pm – 5:00pm
Imperial B

Stream 2: 108 – Exit Strategies Workshop

Presented by: National Angel Capital Organization

This workshop will focus on the most important step in Angel investing, achieving a timely and profitable exit. Learn from the experience of others how to ensure that you capture and crystalize the gains of your investments.

This workshop will cover:

  • The lifecycle stages of investor types
  • Startup economics, when to syndicate with other Angels
  • Angels vs. VCs, when to co-invest
  • Exit paths, M&A, IPO and buyback
  • Exit strategy as a screening criterion
  • Exit strategy and the term sheet, vesting
  • Ideal exit timing
  • Techniques to maximize exit value
  • The exit process, roles & responsibilities
  • Common pitfalls and mistakes
  • Insight into the roadmaps of potential acquirers
  • Unique aspects of cross-border exit transactions

Lead Presenter:

  • Basil Peters – M&A Advisor, Strategic Exits Corp & Member, WPO British Columbia, YPO- Young Presidents’ Organization

Panelists:

  • Matthew Leibowitz – Partner, Plaza Ventures
  • Mike Cegelski – Owner, Kouraje Management Inc & Board Director, Anges Quebec
  • Mark Francis – Western Canada Advisor, Canadian Securities Exchange
  • Damien Steel – Managing Director, OMERS Ventures
1:00pm – 5:00pm
Loyalist

Steam 3: 304 – Best Practices for Angel-Backed Companies Workshop

Presented by: National Angel Capital Organization

This workshop will give ecosystem partners and entrepreneurs insights into some of the best practices used to build successful startup companies. CEOs following these best practices will give confidence to investors about the management of the company, build support through transparency and engagement and keep interests aligned towards the growth of the company.

This workshop will cover:

  • Best practices for structuring companies
  • Managing cap tables and shareholders
  • Financial reporting and analysis
  • Minimizing federal and provincial taxes to founders and investors
  • Maximizing the use of non-dilutive capital
  • Risk planning strategies and insurance needs
  • Governance best practices and working with Boards

Lead Presenter:

  • Steve Forth – Co- Founder, TeamFit

Panelists:

  • Loris Giusto – Partner, Tax, KPMG Canada
  • Vanessa Grant – Partner, Gowlings LLP
  • John Clifford – Vice-President Commercial Financial Services, Region of Waterloo, Royal Bank of Canada
  • Michelle Partipilo – Executive Search Consultant, PM Search Partners
1:00pm – 5:00pm
Somerset

Stream 4: Impact Investing Stream

Presented by: Impact Angel Alliance and strategic partners: Bioenterprise Corporation, Network of Angel Organizations – Ontario.

This interactive workshop explores “financial first” impact investing through IAA partners, investors and ventures who are positively disrupting established industries, featuring immediate investment opportunities in ag-tech, med-tech / global health, and scalable craft industries.

Workshop objectives:

  1. Cut the jargon, show me deals! – meet investment-ready start-ups whose social, environmental, cultural impacts offer sustainable competitive advantages that align with investor returns.
  2. Where to get bang for my buck? – meet industry experts and pipeline partners generating deal flow in target rich impact sectors: ag-tech, med-tech, and scalable craft industry.
  3. Who are my co-investors? – meet Angels, VCs, family offices, and strategic funders who are collaborating on financial-first impact deal flow, due diligence, co-investment and syndication.

Impact Angel Alliance – Who, What, Why, How (1:00pm to 1:15pm)

  • Sean Holt – Executive Director Impact Angel Alliance
  • Mark Lawrence – Network of Angel Organizations – Ontario

1st Track: Make Money + Impact: Med-Tech (1:15 to 2:30pm)

Global health ventures are powering virtual, portable, affordable innovations that are positively disrupting both developed and emerging market healthcare economies.

Moderator:

  • Sean Holt – Founder, Executive Director Impact Angel Alliance

Panelists:

  • Zayna Khayat – Lead, MaRS Health and Director, MaRS EXCITE
  • Vanessa Williamson – Regional Director, Business Development, Sector Lead, Advanced Health Technologies, Ontario Centres of Excellence
  • Scott Kaplanis – Partner and Portfolio Manager, Epic Capital

Real Deals:

  • Florin Gheorghe, Co-founder & CEO, Arbutus Medical, Vancouver, British Columbia
  • Raymond Shih, Co-founder & President, QoC Health, Toronto, Ontario
  • Karim S. Karim, Co-founder & CTO, KA Imaging, Kitchener-Waterloo, Ontario

2nd Track: Make Money + Impact: Ag-Tech (2:45pm to 4:00pm)

Venture investment in ag-tech has grown 10x over past 3 years to $1.5 billion in North America. Interact with industry experts, investors, and ventures on the forefront of Canadian innovation this red hot sector.

Lead Presenter:

  • Warren Libby – Chairman Bioenterprise Corporation

Panelists:

  • Doug Knox – VP Technology, Bioenterprise Corporation
  • Dr. John Kelly – Executive Vice President, Ontario Fruit & Vegetable Growers’ Association
  • Dr. Patricia Lorenz – Network of Angel Organizations – Ontario, COO, Avertus

Real Deals:

  • Nicholas Dillan – CEO, Agri-Neo (Toronto, Ontario)
  • Mohammad Rahbari – President, CENNATEK (London, Ontario)
  • Karn Manhas – Founder & President, Terramera PlantScience (Vancouver, British Columbia)

3rd Track: Make Money + Impact: Craft Industry (4:15pm to 5:00pm)

Scalable craft industry – starting for IAA with breweries, wineries, distilleries and related value chain plays – presents a compelling opportunity for local/regional investment and impact. Angel investors have been increasingly active in this space. Hear from industry experts, investors, and ventures.

Shop Talk:

  • Sean Holt – Founder, Executive Director Impact Angel Alliance
  • Sean Fleming – Partner MNP LLP, former CEO Beer Barons, King Brewery

Real Deals:

  • Sons of Kent Brewing (Chatham, Ontario)
  • Mower Brewing (Kelowna, British Columbia)
3:00pm – 3:20pm
Atrium and Imperial Foyer

Afternoon Coffee Break

Sponsored by: Gust

5:30pm – 7:30pm
Offsite: Fort George

Meet in the Queens Landing Main Lobby to walk as a group to Fort George

Welcome Address and Opening Night Social Event

Sponsored by: Niagara Region, Economic Development

The official launch of the 2015 National Angel Summit. Get a taste of local entertainment and mingle with Summit attendees. Brief welcome comments to be provided by local dignitaries.

Remarks by:

  • Fred Davies – Chair, Niagara Angel Network
  • Mayor Pat Darte – Niagara on the Lake
  • Alan Caslin – Regional Chair, Niagara Region, Economic Development
  • Andy Wilkes and Henry Vehovic – Summit Co-Chair & Founding Chair
7:15pm – 9:15pm

Private Dinners

Invitation Only

9:00pm – 11:00pm
Offsite: Prince of Whales Hotel

Niagara Partners (VIP) Cocktail Reception

Invitation Only

Sponsored by: Niagara Partners

Wednesday, October 7, 2015

7:00am – 7:00pm
Conference Lobby
Registration
7:00am – 8:00pm
Tiara Dining Room
Breakfast

Sponsored by: Futurpreneur

7:00am – 8:00am
Loyalist

Ambassadors’ Breakfast: Introduction to the NACO Community

Sponsored by: Proseeder

Moderator:

  • Parm Gill & Carl Furtado

Meet the Ambassadors of the 2015 National Angel Summit from across Canada. Engage with the leadership of NACO’s national Angel community.

8:15am – 8:45am
Grand Georgian

Morning Welcome and Keynote Address

Sponsored by: Network of Angel Organizations – Ontario

Keynote Address:

Speech by Hon. Reza Moridi, Minister of Research and Innovation, and Training Colleges and Universities.

Description:

Welcoming attendees to Niagara-on-the-Lake and to the 2015 National Angel Summit.

8:45am – 9:40am
Grand Georgian

Global Angel Investing Community Trends – Plenary

Presented by: National Angel Capital Organization

Presenting Angel investment data and trends from NACO’s 2014 Report on Angel Investing Activity in Canada. The presentation will be followed by a panel of global experts who will analyze and contrast how Angel and seed stage investing activity trends differ in Canada and globally – based on research from around the world.

Lead Presenter and Moderator:

  • Mike Volker – Director, Simon Fraser University Innovation Office and Director, WUTIF, GreenAngel and VANTEC

Panelists:

  • Albert Colomer – Director de BANC Business Angels Network Catalunya, Board Member European Trade Association for Business Angels, Seed Funds, and other Early Stage Market Players, EBAN Advisory Board for EU Projects
  • Wade Brooks – Associate Professor of Entrepreneurial Practice/ Executive Director, Angel Fund, Willamette University MBA
  • Fernando Kreutz – CEO at FK Biotecnologia SA, Brazil
9:40am – 10:00am
Atrium and Imperial Foyer
Networking Coffee Break

Sponsored by: Ontario Centres of Excellence

10:00am – 11:00am
Grand Georgian

Trends That Will Affect How Angels Invest – Plenary

This panel will explore a number of emerging trends and factors that will affect how Angels approach investing in the near future. The panelists will seek to provide insights into the following questions among others:

  • How will increasing access to technology and information affect the way Angels approach investing?
  • How will the emergence of crowd funding and on-line portals change the relationship between investor and founder?
  • How are founder expectations changing about their investors and the value they bring?
  • What will be the impact of an increasing flow of foreign capital into Canadian companies?
  • How can Angels best position themselves to benefit from emerging trends to get access to the best deals?

Moderator:

  • Robert Brouillette – Chairman, Anges Quebec

Panelists:

  • Daniel Debow – Entrepreneur and Angel Investor
  • Alec Saunders – Principal Technology Evangelist, Microsoft
  • Matthew Leibowitz – Partner, Plaza Ventures
11:00am – 12:00pm
Grand Georgian

Stream 1: Management and Succession Planning of Angel Portfolios – Breakout

Sponsored by: Canadian Securities Exchange

Description:

Angel portfolio management remains surprisingly primitive. Many Angels have built up substantial portfolios over time, yet few give much thought to ongoing management of these valuable assets. The many various spreadsheets, documents, share certificates, warrants, emails and other essential documents are often scattered far and wide. This panel will explore the drivers to increase management capabilities, some techniques and technologies and even consider succession issues. The panel will include two highly experiences “super angels” and a Family Office professional to provide first hand perspectives.

Moderator:

  • Randall Howard – General Partner at VERDEXUS, investor with Golden Triangle Angelnet, and 2014 NACO Angel Investor of the Year

Panelists:

  • Hambleton Lord – Managing Director, Launchpad Venture Group & Co-Founder Seraf
  • Randy McLachlan – Managing Director, Genbridge Family Offices Inc. & GTAN
  • Larry Innanen – President, Innplay & AngelOne
11:00am – 12:00pm
Imperial B

Stream 2: Cross-Border Syndication – Breakout

Sponsored by: Superior Group

Description:
This panel will explore diverse approaches used by members when syndicating investments with foreign capital sources. The panelists will seek to provide insights into the following questions among others:

  • What is the value of bringing in foreign investors?
  • What markets are most likely to invest in Canadian companies?
  • What are foreign investors looking for from their Canadian counterparts?
  • What barriers exist to attracting foreign investors (legal, tax,et al.)?

Moderator:

  • Bill McPhee – CEO, eSight Corporation, Managing Director, Praxis Advisors LLC

Panelists:

  • Jack McGowan – Project Manager, Insyte Consulting & Director, Western New York Venture Association/ Buffalo Angels
  • Olivier Giner – Vice President, iGan Partners
  • Ken Kousky – CEO at Mid-Michigan Innovation Center, President at BlueWater Angels
  • Kevin Sterling – President, Keiretsu Forum Toronto
11:00am – 12:00pm
Loyalist

Stream 3: Social Impact Investing – Policy – Breakout

Sponsored by: Impact Angel Alliance

Description:

  • This panel will explore the increasing interest and focus being placed by industry and government on Social Impact Investing as a new class of investment. Among others, panelists will explore the following questions:
  • What does social impact investing mean and what does a social impact company look like?
  • Why is so much emphasis and energy being placed on this type of investment?
  • What are the benefits of investing in social impact companies?
  • What can Angels expecting when investing in social impact businesses (time to exit, capital needs, barriers to entry, etc.)?
  • Why should Angels look closely at opportunities in this space?
  • Is this a trend or just another flash in the pan?

Moderator:

  • Tim Jackson – Lead Executive, MaRS Centre for Impact Investing & Executive Vice President Corporate and Community Relations, MaRS Discovery District

Panelists:

  • Joanne Kviring – Strategic Program Manager- Canada, Virgin Unite
  • Sean Holt – Founder, Executive Director, Impact Angel Alliance & Co-Founder, Principal, Grand Basin Capital & Co-Founder, Acting COO, Raincrow Studios
  • Andrew Heintzman – President, Investeco Capital
  • David Borcsok – Fund Manager, RBC
11:00am – 12:00pm
Somerset

Stream 4: Using Technology to Support Angel Investing – Breakout

Sponsored by: Canadian Innovation Centre

Description:

Angel investing and technology go hand in hand. Angel funding goes into companies that are innovative and using technology in their core IP, marketing, or other aspects of their business.

As angel investors, what digital tools can we use to be more efficient and improve our process? How do we commit to using tools as a group to collaborate with? Among others, panelists will explore the following questions:

  • What are the best apps & processes available to support deal sourcing, collaboration and portfolio tracking?
  • How can Angels use tools to track deal pipeline, and due diligence feedback?
  • What is the right level of information to gather continuously to pro-actively monitor your portfolio?
  • What tools are your companies using, and what can we learn from them? How do you investigate new tools as an individual or as an angel group?

Moderator:

  • Boris Mann – Managing Partner, HUMAN

Panelists:

  • Ken Gatz – Founder & CEO, Proseeder
  • Tina Glickman – Senior Business Development Manager, Gust
  • David Shore – Director of Investor Relations, OurCrowd Canada
  • Raymond Luk – Founder and CEO, Hockeystick.co
12:00pm – 12:30pm
Atrium / Grand Georgian

Buffet Lunch

Sponsored by: Royal Bank of Canada (RBC)

12:30pm – 1:15pm
Gallery/Grand Georgian

Lunch Keynote Address

Sponsored by: Royal Bank of Canada (RBC)

Keynote Speaker

  • Leonard Brody – Entrepreneur, Best Selling Author and Investor

Keynote Description:
The Great Rewrite: The coming Planetary Teardown – the opportunities for Canada and it’s entrepreneurs

1:15pm – 1:30pm
Atrium
Break
1:30pm – 2:00pm
Grand Georgian

Success Story Keynote Address

Sponsored by: KPMG Enterprise

Keynote Speaker:

  • Dan Debow – SVP, emerging technologies- Salesforce

Keynote Description:
Daniel Debow will kick off the final round of the Summit pitch competition with the inspiring story of how he went from budding entrepreneur to Canadian success story, to serial investor and back. Dan will share his insights on what he learned along the way about building and investing in excellent companies, and will challenge pre-conceived notions of how Angel can really add value.

2:00pm – 3:30pm
Grand Georgian

2015 Pitch Competition

Presented by: Futurpreneur

Five (5) finalists, as voted on by attendees at the 2015 National Angel Summit, will pitch live to a room of Angel investors, venture capitalists and other industry leaders for the chance to be recognized as NACO’s Most Promising Start-Up of the Year. Pitches will be scored by a panel of expert judges and the audience. The winner will be announced at the Gala Dinner and Awards Ceremony.

Master of Ceremony:

  • Frank Erschen – Co-Founder, CFO and Board Chair at Powernoodle, and Director at Network of Angel Organizations – Ontario, and investor with Golden Triangle Angelnet

Judges:

  • Damien Steel – Managing Director, OMERS Ventures
  • Mike Cegelski – Owner, Kouraje Management Inc & Board Director, Anges Quebec
  • Dan Debow – SVP, emerging technologies- Salesforce
  • Matthew Leibowitz – Partner, Plaza Ventures
  • Manny Padda – Founder and Managing Director, New Avenue Capital
  • Michael Thomson – President, Independent Capital Partners
3:30pm – 4:00pm
Atrium and Imperial Foyer
Networking Coffee Break

Sponsored by: Espresso Capital

4:00pm – 5:00pm
Grand Georgian

Important and Emerging Industry Sectors in 2016 – Plenary

Sponsored by: Alberta Innovates Technology Futures (AITF)

Description:
An in depth discussion involving leaders from Canada’s early stage company support ecosystem. Learn about the industries that are poised for growth and disruption in 2016. The panelists will seek to provide insights into the following questions among others:

  • Which new industries are attracting the most entrepreneurial talent and investor excitement?
  • Where are governments focusing their dollars to support the development of industries and how will this impact business?
  • Which industries are set to re-emerge as opportunities?
  • Which industries are set to be disrupted by technological advances?
  • How can investors take advantage of these changes?

Moderator:

  • Michelle Scarborough – Chair at National Angel Capital Organization, Partner at Kensington Capital

Panelists:

  • Tom Corr – President and CEO of Ontario Centres of Excellence
  • Mike Woollatt – CEO, CVCA (Canada’s Venture Capital & Private Equality Association
  • Craig Asano – Executive Director, National Crowd Funding Association of Canada
  • Bill Teeple – Senior Business Advisor at Alberta Innovates – Technology Futures
5:00pm – 6:00pm
Grand Georgian

Stream 1: Investing in Healthcare Innovation

Sponsored by: Bright Buffalo

Description:
This panel will explore the opportunity for investing in Canadian healthcare companies. The panelists will seek to provide insights into the following questions among others:

  • Why is investing in healthcare companies on the rise (see NACO study)?
  • What can Angels expecting when investing in healthcare companies (time to exit, capital needs, etc.)?
  • What opportunities have generate the most growth and exits?
  • What areas of healthcare are poised for growth in the next few years?

Moderator:

  • Dion Madsen – Senior Managing Partner, BDC Healthcare Venture Fund, BDC Capital

Panelists:

  • Peter van der Velden – Managing General Partner, Lumira Capital
  • Kuljeev Singh – Senior Associate, iGan partners
  • Patrick Whalen – Chief Operating Officer, Buffalo Niagara Medical Campus, Inc.
  • Gordon Cheung – Partner and Chief Medical Officer, Epic Capital Management Inc., and Founding Partner and Director at Perimeter Medical Imaging Inc.
5:00pm – 6:00pm
Imperial B

Stream 2: Investing in Energy: Why Bother? – Breakout

Sponsored by: TSX Private Markets

Description:
This panel will explore the pitfalls of investing in energy related companies, the opportunities and things to consider when making investments.

Moderator:

  • Ron Dizy – Managing Director, Advanced Energy Centre, MaRS & Chair, Corporate Partners Committee, of Ontario Smart Grid Forum

Panelists:

  • John Walker – Managing Director at Kensington Capital Partners Limited Corporate Director at Kensington Power
  • Neetika Sathe – Vice President, Corporate Development, PowerStream Inc.
  • Stuart Lombard – CEO, Ecobee
  • Jason Sparaga – Co-CEO, Spark Power Corp
5:00pm – 6:00pm
Loyalist

Stream 3: Emergence of the Agri Tech Sector – Breakout

Presented by: Tec Edmonton

Description:
This panel will explore the emergence of technology use in the agricultural sector and specifically how start-ups are bringing efficiency and scale to this age old industry, generating significant growth opportunities. Among others, panelists will explore the following questions:

  • AG tech as a sector drew almost $3B of investment activity in 2014. Why is investing in Agri Tech companies gaining traction?
  • Has the sector emerged as a legitimate investable asset class? Is this a bubble?
  • What aspects of this sector are most primed for disruption?
  • Which of the major investment themes are most relevant or attractive? (Synthetic biology, precision agriculture, alternate protein, food safety)
  • What can Angels expecting when investing in Agri Tech companies (time to exit, capital needs, barriers to entry, etc.)?
  • How are companies monetizing technology in this space?
  • As an angel investor how does the sector differ from traditional IT and Life Science? (Industry Structure, IP, Market adoption Risk)
  • What risks does the future hold for this area of investment?

Moderator:

  • Aki Georgacacos – Senior Managing Director, Avrio Capital Inc.

Panelists:

  • Doug Knox – VP Technology, Bioenterprise Corporation
  • Pierre Migner – CEO of AXter Biosciences
  • Jean-François Huc – CEO, BioAmber
  • Ingrid Fung – Verdex Capital
5:00pm – 6:00pm
Somerset

Stream 4: The Value of Investing Foreign Talent

Sponsored by: KPMG Law

Description:
This panel will explore why investors are seeking opportunities in foreign markets through initiatives like the Startup Visa program, and will bring insights into how these investors are benefiting from this unorthodox approach to Angel investing.

Moderator:

  • Melissa Babel – Senior Associate/Senior Manager, KPMG LAW LLP

Panelists:

  • Mike Edwards – CEO, Mobio Technologies (formerly LX ventures) & Advisor, Perch
  • Sunil Sharma – Managing Partner, Extreme Venture Partners
  • Thealzel Lee – Founder, Director and President- Vancouver Angel Technology Network
6:15pm – 7:15pm

Pre-Gala Cocktail Reception

Sponsored by: Gust LLP

7:15pm – 9:30pm
Grand Georgian

Gala Dinner and Awards Ceremony

Sponsored by: BDC Capital

Attendees are invited to join us for our annual Gala dinner, featuring our Gala keynote fireside chat and the presentation of three awards recognizing the success of our Angel community in 2015.

The awards will be presented to:

  • NACO’s Canadian Angel of the Year, presented by BDC Capital
  • NACO’s Most Promising Start-Up of the Year, presented by KPMG Enterprise
  • NACO’s Exit of the Year, presented by Royal Bank of Canada

Keynote Fireside Chat:

Moderator:

  • John Stackhouse – Senior Vice-President, Office of the CEO at Royal Bank of Canada (RBC)

Panelists:

  • Mike Cegelski – Owner, Kouraje Management Inc & Board Director, Anges Quebec
  • Mike Edwards – CEO, Mobio Technologies (formerly LX ventures) & Advisor, Perch
  • Damien Steel – Managing Director, OMERS Ventures
9:30pm – 12:00am
Atrium

Gala Evening Social Event

Sponsored by: Espresso Capital

Thursday, October 8, 2015

7:00am – 8:30am
Conference Lobby
Registration
7:00am – 8:30am
Tiara Dining Room
Breakfast

Sponsored by: Impact Angel Alliance

8:30am – 8:50am
Grand Georgian

Morning Welcome and Keynote Address

Sponsored by: Alberta Innovates Technology Futures (AITF)

Keynote Address:

  • Michael Turner – VP System Strategies, Wesley Clover

Description:
This presentation will explore what governments in selected countries are doing globally to encourage the development of entrepreneurial ecosystems, and the related flow of patient risk capital from investors to entrepreneurs. It will also give an overview of Canadian efforts in this respect and make recommendations on where efforts could be focused.

8:50am – 9:40am
Grand Georgian

Global Policy Comparison Discussion – Plenary

Description:
This panel will explore global policy initiatives being used to support the growth of Angel investment as an asset class of patient capital for high risk, early stage companies. Among others, panelists will explore the following questions:

  • What policy tools are being used most commonly (regulation, taxation, cash incentives, etc.)?
  • Which policy tools have had the biggest impact on encouraging the deployment of capital?
  • How does Canada’s policy framework stack up against other leading countries (US, EU, Israel, India, China, etc..)
  • What else can Canada do to ensure it competes with other leading jurisdictions?

Moderator:

  • Mike Volker – Director, Simon Fraser University Innovation Office and Director, WUTIF, GreenAngel and VANTEC

Panelists:

  • Albert Colomer – Director de BANC Business Angels Network Catalunya, Board Member European Trade Association for Business Angels, Seed Funds, and other Early Stage Market Players, EBAN Advisory Board for EU Projects
  • Marianne Hudson – Executive Director, Angel Capital Association
  • Michael Turner – VP System Strategies, Wesley Clover
  • Sandra Glasgow – Manager, First Angels Jamaica
9:40am – 10:00am
Atrium and Imperial Foyer
Networking Coffee Break

Sponsored by: PIB RWAM

10:00am – 11:00am
Grand Georgian

Stream 1: The Blurring Line Between VCs and Angels – Breakout

Sponsored by: Province of Manitoba

Description:
This panel will explore the increasing convergence between Angel investors and Venture Capital as Angels begin using syndication to make larger investments over more rounds and innovative early stage Venture Capital models emerge. The panelists will seek to provide insights into the following questions among others:

  • Why are Angels moving towards larger deals and making more follow-on investments?
  • Who are Angels partnering with as part of these syndicates?
  • How are Angels using fund structures as a way to organize their investment portfolios?
  • What innovative approaches are VCs taking to make the economics of early stage investing work, and how will that affect Angel investors?

Moderator:

  • Michelle Scarborough – Chair, National Angel Capital Organization, and Partner at Kensington Capital

Panelists:

  • Brandon Corman – Managing Director, MLA48
  • Jonathan Bixby – Co-Founder and Director, Blue Mesa Health, Investor, Lendful etc.
  • Greg Stewart – Principal, GreenSky Capital Inc
10:00am – 11:00am
Imperial B

Stream 2: The Role of an Angel. It is more than the money and raising capital! – Breakout

Sponsored by: PM Search Partners

Description:
A panel of active angel investors will share their perspectives on accelerating the growth of angel backed companies to improve returns. Discussion will no doubt include – building from our rolodex and networks, getting the business models right, developing great marketing plans, entering new markets, finding that important reference customer, using the angel groups, talking each other out of doing deals and much more.

Moderator:

  • Andy Wilkes – Board member at National Angel Capital Organization, Partner at Management Initiatives Inc.

Panelists:

  • Frank Erschen – Co-Founder, CFO and Board Chair at Powernoodle, and Director at Network of Angel Organizations – Ontario, and investor with Golden Triangle Angelnet
  • Bill McPhee – CEO, eSight Corporation, Managing Director, Praxis Advisors LLC
  • Ross Finlay – Co-Founder and Director, First Angel Network and President at Grey Matter Development Ltd.
  • Barry Gekiere – Managing Director, MaRS Investment Accelerator Fund
10:00am – 11:00am
Loyalist

Stream 3: Supporting Strong Angel Ecosystems – Breakout

Sponsored by: 43North

Description:
Angel investors are an important part of larger startup ecosystems that also involve Universities, incubators, accelerators, government agencies, private mentors and of course entrepreneurs. This panel will explore the recipe for building strong local ecosystem of Angel investors to support local startups. The panelists will seek to provide insights into the following questions among others:

  • What are the important ingredients involved in building a strong and connected network of Angel investors?
  • How do you build a community from a pack of lone wolves?
  • Which partners are essential to supporting Angel networks?
  • How can Angel networks become more integrated with other ecosystem partners (Accelerators, incubators, VCs, etc.)?

Moderator:

  • Rob Douglas – President at Golden Triangle Angelnet

Panelists:

  • Jack McGowan- Project Manager, Insyte Consulting & Director, Western New York Venture Association/ Buffalo Angels
  • Gerard Buckley – President and CEO at Jaguar Capital Inc.
  • Thealzel Lee – Founder, Director and President- Vancouver Angel Technology Network
  • Stefane Pilette – Anges Quebec
11:00am – 12:00pm
Grand Georgian

Closing Keynote Address: Winner of the 2015 Canadian Angel of the Year Award

Sponsored by: Vancouver Economic Commission
Opening Remarks – Announcement of 2016 Summit Location
Keynote Speaker:

  • 2015 Canadian Angel of the Year
12:00pm – 1:00pm
Gallery and Grand Georgian
Buffet Lunch

Sponsored by: Alberta Innovates Technology Futures (AITF)