Workshop 4 - A Global Perspective: Is Angel Investing a Sensible Thing to Do? The Profits and Pitfalls
5.30 - 7.30pm, Tuesday 14 October, Northern Club, 19 Princes Street, Auckland
Lowndes, as a sponsor of the Angel Association, presents A Global Perspective on Angel Investing, an evening to meet and hear from five highly regarded specialists in this field, and network with a range of senior business people.
The evening offers a unique opportunity to hear from these speakers in advance of the annual Angel Summit in Auckland. The evening will feature an interactive panel discussion between international experts.
- Selecting your investee companies
- Execution and giving your money the best chance of survival
- Alignment of the stakeholders
- Current angel investing strategies
- What is the value of angel networks?
- Exiting from angel investments
During his 30-year commercial banking career, John’s positions at banks in five states ranged from Chief Lending Officer to Chief Credit Officer to CEO. After retiring from banking in 2000 he commenced his business angel activities, forming USPrivateCompanies, LLC which has provided capital to 50+ Ohio entrepreneurs. He currently is a Director of three portfolio companies.
John has served on the Ohio Venture Capital Authority and the Ohio Third Frontier Advisory Board, having been appointed by Governors of both political parties.
When John launched the first Ohio TechAngel Fund (OTAF) in 2004 with 50 investors, the group became a founding member of the Angel Capital Association (ACA). Now with four funds and 340 members, OTAF is one of the world’s largest angel groups. John is also a member of the North Coast Angel Fund I & II, (Cleveland), the East Central Ohio TechAngel Fund (Athens). He is a founding member of Columbus-based X-Squared Angels, a group which invests nationwide in start-up ventures with diverse management teams. He is a member of the Executive Committee of all four of these angel groups, plus serves as Vice Chairman of the ACA’s Ohio Forum of angel group leaders.
Internationally, John is well known as the past Chairman of both the ACA and the Angel Resource Institute (ARI). At their March 2012 Summit these organizations awarded John their highest accolade, the Hans Severiens Award for angel leadership.
Catherine Mott is the founder and CEO of BlueTree Capital Group and BlueTree Allied Angels. Catherine is the past Chairman of the Angel Capital Education Foundation, an organization that researches angel capital, tracks angel capital, and provides education to bring professionalism and ethics to the industry. In July 2010, she was named Chairman of the Board of the Angel Capital Association, the professional trade association for Angel Networks and Angel Funds in the U.S. In September 2011, Catherine was one of 21 individuals selected for the SEC Advisory Committee on Small and Emerging Companies.
Previously, Catherine had founded Synergetic Sales Performance Group, and Indigo Capital Development, LLC. In 2002, she was recognized as one of Pennsylvania’s 50 Best Women in Business.
Prior to forming her own businesses, Catherine worked 17 years in corporate banking management where she served in senior management roles. Today, she uses these experiences and her education to bring together capital and prime investment opportunities.
Catherine holds an MBA in Finance.
Dr Tom McKaskill
Global serial entrepreneur, educator, author and angel investor, Dr McKaskill is an authority on how entrepreneurs start, develop and harvest their ventures.
He is the world’s expert on exit strategies for high growth enterprises. His experience includes multiple start-ups in the UK and USA, raising venture capital twice, undertaking two acquisitions and strategic trade sales of three businesses.
Recently retired from the Richard Pratt Chair in Entrepreneurship at the Australian Graduate School of Entrepreneurship, Dr. McKaskill is the author of 30 books covering such topics as new venture growth, raising venture capital, selling a business, acquisitions strategy and angel investing.
Jim Connor is a Board Director of the Sand Hill Angels and CEO of First Focus Learning Systems.
Jim has been involved as an investor and advisor to emerging technology companies since 2007, currently serves as President of First Focus Learning Systems, previously was President of JPMorgan SymPro providing treasury and portfolio management software solutions. His experience has focused on providing the institutional investor with the tools to analyze, manage and evaluate the performance, risk and compliance of investment and debt portfolios.
From a start as a hands-on design engineer Jordan has progressed through each level of technical and staff management.
He has worked in many countries and was head-hunted from Australia by a Silicon Valley software firm as VP/Director for Strategy and for International. After some years based in Silicon Valley building a distribution network to cover the globe, Jordan returned to Australia and become involved in the emerging venture capital industry there.
He is now putting his energies into helping others be successful. His venture capital firm delivered one of the best performances ever in Australian VC, yet that industry in Australia remains moribund and under-performing. He decided Australia needed an organised Angel investor community and made that happen. Being an Angel and connecting with like-minded people all over the world is one of the most rewarding and enjoyable things he has done. He has taken up a complementary role with the Australian government in delivery of grant assistance to companies commercialising innovative intellectual property.