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Jul 24, 2015 (8:30 AM - 5:30 PM)

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Wilson Sonsini Goodrich & Rosati

Page Mill Road650
Palo Alto, California

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1 Day before the event

( 07/23/2015 )

Day 1

( 07/24/2015 )

5 PM

7 PM

Welcome Networking Reception

Hana Yang

8:30 AM


8:55 AM

Welcome and Opening remarks

9 AM

Angel Investing Overview, Industry Trends & Portfolio Strategy for Angels

Manny Fernandez

This session describes capital sources for entrepreneurs, how angel investing fits into the landscape and how to develop a portfolio strategy for angels, emphasizing the required growth potential for each investment and the need for diversification in an angel’s portfolio.

10 AM

Structuring the Deal & Valuation

Joel Yarmon

This session describes how to conduct due diligence when evaluating a deal, criteria from different angel investors and angel groups, and how to go about pre- and post-money valuations. The qualities that make a deal fundable are also described.

11 AM


11:15 AM

Financing Issues Affecting the New Entrepreneurial Venture

James Huie

12 PM


12:15 PM

Due Diligence

Shirley Gee

1:15 PM


2:15 PM

Startup Presentations

Ted Kraus

4 PM


4:15 PM

Post Investment Activities

Ralph Aceves

This session cover post-investment activities for the active and passive angel investor, the importance of and the roles angel investor may serve, the difference between Advisory Board, Board of Directors, Observer, and the frequency of board meetings and communication with the entrepreneur.

5 PM

5:30 PM

Sourcing Deals, Angel Groups & Case Stories

Marcos Polanco

This session covers characteristics and motivations of angels, ways to look for deal flow, why join an angel group, different types and functions of angel groups. Case studies may also be shared.