Investing for Success: Your Return on Innovation

 

NACO’s World Angel Investment Summit attracts investors, partners and industry leaders from around the world and is the flagship event for the Canadian Angel Investor community. This year, the team at NACO is partnering with the Inventure$ Conference to host three days of premium content in Calgary, Alberta. From June 5th to the 7th, attendees can expect great talks and networking opportunities with views of the rugged peaks of the Canadian Rockies. Special thanks to our Elite Sponsor, Alberta Innovates.

The last World Angel Investment Summit was held in Toronto, in partnership with Elevate Tech Fest. It was three days of great Keynotes, impressive panels, and memorable networking events. Consequently, the 2018 World Angel Investment Summit was the culmination of years’ worth of NACO’s efforts to build Angel communities across the country, and catalyzed a more dynamic early stage capital ecosystem – and we’re excited to build on that in Calgary this year.

 

 

Why Attend?

 
  • Get ahead of the trends that will shape Angel investment next year, our theme this year is Investing for Success: Your Return on Innovation
  • Network with experienced investors, incubators, accelerators, venture capitalists and other industry leaders
  • Create greater connectivity in the early-stage capital community
  • Build new relationships while strengthening existing ones
  • Develop a higher level of knowledge and skill from the NACO Academy investor education programs
  • Access to Inventure$ Content and Events – Day 1 of the NACO Summit will actually take part within this conference allowing broader access to content and networking
 

Check out our latest Blog post: WAIS 2019 - What You Need to Know!

 

Agenda

 

Tuesday, June 4

Angel Capital Association (ACA)

The Angel Capital Association is having their Northwest Regional Meeting in Calgary Tuesday, June 4 & Wednesday, June 5. ACA members, accredited investors, and invited community guests from throughout the Pacific Northwest (US and Canada)are invited. Hosted by Valhalla Angels, this series of events is focused on interactive discussions by investors for investors. You can register to attend their events through your NACO Summit registration.*

 

7:00 AM - 6:30 PM

ACA Northwest Regional Meeting*

6:30 PM +

Networking Dinner (offsite)*

Wednesday, June 5

Inventure$ Conference, ACA, NACO Academy

NACO Summit is delivering a stream of content within Inventure$, 5 sessions. All attendees have complimentary access to the entire Inventure$ Conference. You must register to attend Inventure$, an access code will be provided once NACO Summit registration is complete.**

 

7:00 AM - 8:30 AM

ACA Breakfast (RSVP)*

Location: The Edison

8:00 AM - 4:30 PM

Inventure$ Registration**

8:00 AM - 9:00 AM

Inventure$ Continental Breakfast**

8:45 AM - 12:15 PM

ACA Education*

9:00 AM - 10:00 AM

Inventure$ Opening Ceremony**

Location: Hall C/D

10:00 AM - 4:30 PM

Inventure$ Programming**

NACO Content Stream

Location: Glenn Room

  • As the World Gets Smaller, How do we Collaborate with Other Ecosystems ( 10:15 AM - 11 AM )

    We often don't think of how angel investors come to be, it's often resulting from founding and exiting a company. We'll discuss the journey from founder to funder and the lifecycle of investment.

    Speakers: Terry Rock, Platform Calgary; Joanne Fedeyko, Connection Silicon Valley;

  • How to Build a Culture of Collaboration in our Ecosystem: Angels + Funds + Accelerators ( 11:15 AM - 12 PM )

    It is important to understand the various sources of capital available to entrepreneurs, including the difference between them and how to leverage them. Join us for a discussion around these different resources and how we can work to collaborate as funders in supporting entrepreneurs. 

    Speakers: Sean Sheppard, GrowthX; Tyl Van Toorn, Watershed Partners;

  • Supporting Founders with More Than Just Capital (Investment Readiness, Growing Pains, Exits) ( 1:45 PM - 2:30 PM )

    We know capital is always on the top of mind, but when making an investment, there's a lot more support that is available from funders in terms of preparing for investments, advising on growth strategies, providing mentorship and support, and positioning for an exits - investments are more than just dollars, it's about the people.

    Speakers: David Gauthier, Natural Products Canada;  Steve Wandler, Metabridge;  Patrick Lor, Panache Ventures;

  • Measuring Success: the Key Indicators to Follow As an Investor & Entrepreneur ( 2:45 PM - 3:30 PM )

    Everyone wants to be successful as an investor and entrepreneurs, but often the struggle is knowing how to assess and measure whether you're successful or not - how do you know? There are some key metrics and data that can and should be looked at to help gauge the current and future outlook of our ventures.

    Speakers: Kevin Brent, Bluesky Equities; Jasper J. Dikmans, FrontFundr;

  • The Journey from Founder to Funder (Positive Circle of Entrepreneurship) ( 3:45 PM - 4:30 PM )

    We often don't think of how angel investors come to be, it's often resulting from founding and exiting a company. We'll discuss the journey from founder to funder and the lifecycle of investment.

    Speakers: Andrew Chau, Co-Founder Neo Financial, SkipTheDishes;

12:15 PM - 1:30 PM

Inventure$ Lunch & Keynote

Location: Hall C/D

1:30 PM - 4:30 PM

Leading Women of Angel Investment

Speakers: Rhiannon Davies; Shelley Kuiper, The 51;

2:45 PM - 4:30 PM

NACO Investor/Entrepreneur Matchmaking (by invitation)

Startup of the Year Applicants

Location: Hall C/D

5:00 PM - 7:00 PM

Welcome Reception Pre-Party sponsored by Valhalla

Location: Bank & Baron P.U.B.

NACO, ACA, and Valhalla guests are invited to join us for a VIP networking party after Day 1 of the World Angel Investment Summit, happening within Inventure$. This is a private welcome reception for WAIS attendees only. Help us kick-off the evening with crafted cocktails, appetizers, and networking before heading to the Inventure$ - Connect Alberta Factory Party!

7:00 PM - 12:00 AM

Inventure$ - Connect Alberta Factory Party!

You can register to attend their events through your NACO Summit registration.*

Thursday, June 6

Investing for Success: Your Return on Innovation

 

7:30 AM - 7:00 PM

Summit Registration

Location: Macleod Hall Pre Function

8:00 AM - 8:45 AM

Networking Buffet Breakfast

Location: Macleod Hall Pre Function/Macleod Hall C/D

8:45 AM - 9:30 AM

Opening Remarks & Keynote

Location: Macleod Hall C/D

Speaker: Marcos Lopez, Solium

9:35 AM - 10:20 AM

Concurrent Breakout Sessions:

  1. INNOVATIVE FINANCING: How Do We Innovate the Way We Invest in Innovation? Sponsored by Lawcubator
    Speakers: Shelley Kuiper, The 51;  Ziad H. Moukheiber, Boston Harbor Angels;  Neeraj Gupta, Lawcubator;

  2. INVESTING BEYOND CAPITAL: Managing the Success of Your Investments - Do You Have Influence?
    Speakers: Alex MacBeath, Island Capital Partners;

  3. BUILDING RETURNS FOR THE NEXT DECADE: Global Landscapes - What's Happening Around the World?
    Speakers: Randy Thompson, Valhalla Private Capital; Charles Sidman, ECS Capital Partners;

10:20 AM - 10:50 AM

Networking Break

Location: Macleod Hall Pre Function Space

10:55 AM - 11:25 AM

Plenary: Collaborating Internationally & Building Networks for Investment

Location: Macleod Hall C/D

Speakers: Charles Sidman, ECS Capital Partners; Marianne Hudson, Angel Capital Association; Randy Thompson, Valhalla Private Capital;

11:30 AM - 12:15 PM

Concurrent Breakout Sessions:

  1. INNOVATIVE FINANCING: What Structures & Models Are Working? Not?
    Speakers: Kevin Brent, Bluesky Equities; Michael Palmer (FACILITATOR);

  2. INVESTING BEYOND CAPITAL: How Can We Make Sure We're Getting Invited into the Best Deals & Not Just Getting Leftovers?
    Speakers: Patrick Lor, Panache Ventures; Gerry Pond;

  3. BUILDING RETURNS FOR THE NEXT DECADE: The Investment Lifecycle - Understanding the Journey from Introduction to Exit
    Speakers: Jess Joss, York Angel Investors; Ian Bandeen; Peter Adams, Rockies Impact Fund;

12:15 PM - 12:45 PM

Networking Buffet Lunch

Location: Macleod Hall Pre Function/Macleod Hall C/D

12:45 PM - 1:30 PM

Keynote

Location: Macleod Hall C/D

Speaker: Rachel Mielke, Hillberg & Berk

1:35 PM - 2:20 PM

Concurrent Breakout Sessions:

  1. INNOVATIVE FINANCING: Investing Beyond Borders - Movement of Capital & Mitigating Your Risks
    Speakers: Fraser Lusty, Equity Gap; Hernan Fernandez, Angel Ventures Mexico; Peter Adams, Rockies Impact Fund;

  2. INVESTING BEYOND CAPITAL: Investor Profile - What's Your Investor Personality & How Can You Add Meaningful Value to Your Companies?
    Speakers: Sean Sheppard, GrowthX;

  3. BUILDING RETURNS FOR THE NEXT DECADE: Reality of Returns - What are the Stats & Who's Making Money (or Not)?
    Speakers: Kristina Milke, Valhalla Private Capital; Michael Palmer;

2:20 PM - 2:50 PM

Networking Break

Location: Macleod Hall Pre Function Space

2:55 PM - 3:40 PM

Plenary: Unicorns of 2025 - What Do They Look Like?

Location: Macleod Hall C/D

3:45 PM - 4:30 PM

Concurrent Breakout Sessions:

  1. INNOVATIVE FINANCING: Assessing Innovations for Returns - Due Diligence
    Speakers: Peter Adams, Rockies Impact Fund;

  2. INVESTING BEYOND CAPITAL: Investing from Afar - How to Support & Manage Your Portfolio Companies Globally, Sponsored by OKR Financial
    Speakers: Luke Krueger, Valhalla Private Capital; Wes Mills, OKR Financial;

  3. BUILDING RETURNS FOR THE NEXT DECADE: Changing Investment Landscapes & How Investors Keep Up
    Speakers: Ed Alfke, Climate Smart Group;

5:30 PM - 6:30 PM

Pre Gala & Awards Cocktail Reception

Location: Macleod Hall Pre-Function Space

6:30 PM - 9:00 PM

Gala Awards Dinner, Sponsored by Alberta Innovates

Location: Macleod Hall C/D

Keynote: Bruce Croxon, Round13, The Disruptors

Celebrating the Startup of the Year, Exit of the Year, and Angel Investor of the Year

9:00 PM - 12:00 AM

Entertainment & Networking

Location: Macleod Hall C/D

Friday, June 7

The Investment Ecosystem

 

7:30 AM - 1:00 PM

Summit Registration

Location: Macleod Hall Pre Function

8:00 AM - 8:30 AM

Networking Buffet Breakfast

Location: Macleod Hall Pre Function/Macleod Hall C/D

8:30 AM - 9:00 AM

Keynote: Investing with a Strategy and Building Portfolio Returns

Location: Macleod Hall C/D

Speaker: Colin Mason, Adam Smith School, University of Glasgow, Scotland

9:05 AM - 10:15 AM

Concurrent Breakout Sessions:

  1. ANGEL INVESTMENT BASICS:

    • Reality of Returns: Making the Most of Your Success

    • Learning from Failure

      Speakers: Ziad H. Moukheiber, Boston Harbor Angels;

    • Investing in Technology Startups

      Speakers: Karen Grant, Angel One Investor Network; Pierre Chadi, Anges Quebec;

  2. ANGEL FUNDS:

    • Assessing Various Funds - Where Do I Invest?

      Speakers: Patrick Lor, Panache Ventures;

    • Using Angel Funds to Build Networks

      Speakers: Alex MacBeath, Island Capital Partners; Rhiannon Davies;

    • Best Practices

      Speakers: Joe Canavan, NEXT Canada;

  3. SUPER ANGELS:

    • Selecting / Managing Portfolios – Varying Thesis’

    • Engineering Exits

      Speakers: Randy Thompson, Valhalla Private Capital;

    • Building High Value Networks of Peers

      Speakers: Yuri Navarro, Panache International;

  4. ACCELERATORS & INCUBATORS:

    • Supporting Investor Readiness vs Pitching

    • Valuations & Other Metrics

    • Best Practices

10:15 AM - 10:30 AM

Networking Break

Location: Macleod Hall Pre Function Space

10:30 AM - 11:00 AM

NACO Feedback & Engagement Session with Claudio Rojas, CEO NACO

Location: Macleod Hall C/D

11:05 AM - 11:50 AM

Keynote

Location: Macleod Hall C/D

Speaker: Hans Knapp, Yaletown Partners

11:50 AM - 12:00 PM

Summit Close & Thank You

Location: Macleod Hall C/D

12:00 PM - 12:30 PM

Networking Buffet Lunch

Location: Macleod Hall Pre Function/Macleod Hall C/D

12:30 PM - 4:00 PM

NACO Academy - 2 Options (Additional Registration Required)

Option One: NACO Academy: How to Launch an Angel Fund sponsored by Clark Wilson

There is an increasing trend to pool angel investment money into funds that address the need to diversify Angel investor portfolios and to enable a lower threshold for smaller and/or newer Angel investors into the market. In response to this trend this module was developed to cover the components and considerations when setting up an Angel Fund, the operations of a fund and potential issues or challenges.

Instructor: Pieter Dorsman

Option Two: NACO Academy: Adding Value Through Due Diligence

Effective due diligence (DD) is one of the most important parts of angel investing. This module introduces students to the key investigations that will uncover major risk factors and potential deal-breakers. The module emphasizes how to identify the most critical information, the risks of not knowing it, and the methods and costs of getting it. Students will learn what it takes to mitigate the risk of investment by validating a market opportunity, a management team, and a plan. They will be introduced to a disciplined investigation approach that systematically examines sources of risk, and establishes the basis for a productive and trusting relationship with the entrepreneur.

Instructor: Kirk Hamilton

 

2019 Ticket Pricing

 
  Deadline Price

Early Bird

29-April-19 $899

Member Pricing

* Discount code required. Reach out to the NACO team to get your member code.

04-Jun-19 $799 *

Regular Registration

04-Jun-19 $1,049

 

  • Registration includes access to the Inventure$ Conference!
    Inventure$ registration closes May 27th.
    After registration, check your confirmation email for details on how to register for Inventure$ at no additional cost ($599+ Value).
  • Interested in attending the ACA Northwest Regional Meeting Jun 4-5?
    You can register for ACA as part of your WAIS registration and get guaranteed Member pricing - watch for the option to add the event to your registration.
REGISTER NOW

 

 

Calgary Marriott Downtown Hotel


110 9th Avenue SE,

Calgary, AB

$239 CAD/night

 

Located in the heart of the city, Calgary Marriott Downtown Hotel is just minutes away from the area's best entertainment, food, shops and culture.

The special Group Rate is available between Saturday, June 2, 2019 and Monday, June 8, 2019.

This rate is only available if you book by Monday, May 20, 2019.

 


 

 

Photo by Nils Nedel on Unsplash

Book your flight for the World Angel Investment Summit

 

WestJet is offering all Inventure$ guests some great deals when you book your flight between May 29 and June 15, 2019.


Get 5% off Econo and 10% off EconoFlex and Premium fares for all travel within Canada. Get 2% off Econo, 5% off EconoFlex and 10% off Premium base fares for all Trans-border travel into and out of Calgary

 

Use Promo Code K39FX19 when booking your flight

 

 


 

NACO Awards

NACO Canada is happy to present three awards every year to recognize the success of our community. NACO members are able to nominate who they think should receive each award. The three awards are; Exit of the Year, Most Promising Startup of the Year, and Angel of the year.

NACO's 2019 Awards Page

 

 
 

Stay up-to-date with Summit News!

 

Be sure to follow us on Twitter, Facebook, Instagram, and LinkedIn for up-to-date information on the 2019 World Angel Investment Summit in Calgary.

 


 

World Summit Sponsors & Partners

 

As a World Summit supporter, not only do you gain visibility with this exclusive group of business savvy and high-net-worth individuals and the companies they invest in, but you also help support Canadian innovation, which is at the backbone of Canada's economic growth. If you’re interested in becoming a Summit supporter, please view our sponsorship package below for details.

Header Photo by Kyler Nixon on Unsplash

Stephen Avenue Photo Attribution: By No machine-readable author provided. Cszmurlo assumed (based on copyright claims). - No machine-readable source provided. Own work assumed (based on copyright claims)., CC BY 2.5, Link