Opal Group's Alternative Investing Summit, Dana Point
Dec
3
to Dec 5

Opal Group's Alternative Investing Summit, Dana Point

The Alternative Investing Summit will bring together trustees and representatives of institutions as well as money managers and consultants to explore the roles of alternative opportunities and strategies. As a strategy, alternatives offer investors a method to obtain the returns they require and break the paradigm of the 60/40 rule, however not all alternatives are the same nor do they come without certain risks. Participants and delegates of this alternative investment conference will investigate a range of critical investment issues, including discussion of the risks and benefits of various asset classes and investment vehicles such as hedge funds and private equity, examining means of cutting costs associated with implementation of absolute returns strategies, reviewing the future of commodities and surveying the landscape of emerging international markets. With the current struggle of obtaining these returns, the question of fees has become of particular relevance, especially within the field of alternatives as investors measure their risks v. rewards. We will also look into impact investing as a way of obtaining returns that are socially responsible as well as many issues involved with fund management and the importance of education for trustees and other investment officers.

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Family Office Club's Family Office Super Summit, Miami
Dec
7
to Dec 8

Family Office Club's Family Office Super Summit, Miami

The 4th annual Family Office Super Summit will feature 60 family office speakers, 1,000+ attendees and amble networking opportunities and engaging activities over a 2-day span.  The Super Summit is a great opportunity to join hundreds of family office executives, private wealth managers, dealmakers, and investors for an unparalleled conference experience.

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NW Angel Capital Expo
Mar
5
7:30 AM07:30

NW Angel Capital Expo

KEIRETSU FORUM NORTHWEST PRESENTS
ANGEL CAPITAL EXPO
THE PREMIER GATHERING OF THE ANGEL CAPITAL COMMUNITY


Thursday, March 5, 2018; 7:30am - 5:00p

350 ANGEL INVESTORS
18 PRESENTATIONS
EXHIBITION BOOTHS FOR DISCUSSION AND DUE DILIGENCE

ABOUT
Angel Capital Expo is the premier gathering of the angel capital community, bringing together investors and entrepreneurs looking for funding. Angel Capital Expo is organized by Keiretsu Forum, the world’s largest angel investment network, and was created to foster collaboration among angel groups, as well as reach out to the larger investment community.


ATTENDEES
Attendees will include over 350 investors. If you would like to attend, please register online here or contact Xoe Heeney at xoe@keiretsuforum.com or call 1 (206) 529-3687. Invitation is extended to accredited investors only. Member registration is free.
 

PRESENTERS
The Expo will feature fifteen high-quality, diverse investment opportunities in technology, healthcare/life sciences, consumer products, real estate, and funds. Companies that apply to Keiretsu Forum are typically in their A or B rounds having already secured initial funding of $500k to $1.5 million from founders, friends, family, and individual angels.

Keiretsu Forum is a global angel investment network and welcomes applications from international companies.

To apply to present, please contact Juan Arango, Entrepreneur Director, at  juan@keiretsuforum.com. or call (206) 529-3687.


AGENDA
07:30am - 08:30am Breakfast and Registration
08:30am - 09:00am Welcome and Opening Remarks
09:00am - 10:20am Presenters - Block I
10:20am - 10:45am Coffee Break and Booth Exhibitors
10:45am - 11:00am Keynote Speaker
11:00am - 12:20pm Presenters – Block II
12:20pm - 01:05pm Lunch Break and Booth Exhibitors
01:05pm - 01:20pm Raffle Drawings
01:20pm - 02:40pm Presenters – Block III
02:40pm - 03:00pm Keynote Speake
03:00pm - 03:35pm Most Valued Company Award
03:35pm - 05:00pm Wine Reception, Networking and Adjourn

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ACA Summit - Boston, MA
Apr
18
to Apr 20

ACA Summit - Boston, MA

Save the date!  April 18-20, 2018 is the “don’t-miss” event for angels I investors the 2018 ACA Summit.  It is the largest professional development event in the world for angels, with gold standard content and top networking opportunities for the 700 people who are there.

The 2018 ACA Summit will offer the Boston version of the highly successful 2017 Summit in San Francisco.  Among the many highlights:

  • Keynotes by world-leading angels, VCs, and exited entrepreneurs discuss their exits and insights
  • The companies and innovations coming out of Boston’s unique incubators – and even tour some
  • What’s new in angel investing – and what remains as best practices
  • Roundtables led by the audience (no talking heads!)
  • Innovation Showcase, with 24 amazing companies to meet from ACA members and our community
  • New speakers representing the greatest diversity of investors – gender, race, location, age, geography
  • Many tracks with sessions that fit different needs, from newest angels to those with 100s of investments
  • Fun networking events that let you meet new colleagues and old friends
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ACA NW Regional Meeting - Boise, ID
Jun
6
to Jun 7

ACA NW Regional Meeting - Boise, ID

ACA members and accredited investors from throughout the Northwest are invited for the 2018 ACA Northwest Regional Meeting. Hosted by the Boise Angels, this event is focused on interactive discussions by investors for investors.  The two day event will include topics such as regional investment trends, opportunities for angels in a changing ecosystem, updates on important federal policy, and great networking with your future co-investors.

Check back for more information, including agenda and registration!

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Angel Capital Expo - San Francisco, CA
Nov
16
7:30 AM07:30

Angel Capital Expo - San Francisco, CA

Join us at our 25th bi-annual Angel Capital Expo.

The Expo brings together angel investors and entrepreneurs looking for funding. Angel Capital Expo is organized by Keiretsu Forum, the largest global angel investment network, and was created to foster collaboration among angel groups, as well as reach out to the larger investment community. For the first time, we are offering a unique opportunity for a real estate focused morning session with 8 presenting funds. The invite will be extended to accredited investors only, to ensure access to high net-worth individuals. In the afternoon, we will open up the event to a technology/ life sciences track and welcome more attendees. The afternoon session will showcase 8 early stage companies. 

AGENDA

Real Estate Track

8:30am- 9:00am Registration, Breakfast & Booth Exhibitors
9:00am- 9:05am Opening Remarks: Randy Williams
9:05am- 9:35am Keynote Speaker - Mike Covarrubias
9:35am- 12:00pm Real Estate Fund Presentations
12:00pm- 12:45pm Investor Only Lunch

Technology and Life Science Track

12:30pm- 1:00 pm Registration & Booth Exhibitors
1:00pm- 1:05 pm Global Team Introductions
1:05pm- 1:10pm Sponsor Introductions
1:10 pm- 1:30pm Keynote Speaker - TBA
1:30pm- 3:45pm Startup Company Presentations
3:45pm- 4:00pm Closing Remarks and Raffle Drawing
4:00pm- 5:00pm Happy Hour Reception & Networking

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Seattle Angel Conference XII
Nov
15
12:30 PM12:30

Seattle Angel Conference XII

The Seattle Angel Conference is an investor led event, connecting Entrepreneurs and new Angel Investors. Startup companies that are expanding rapidly into new markets need outside funding. Angel Investors provide access to high risk capital for these companies. This conference brings a collection of new and experienced Angel investors into a fund, where each investor puts up $5500, creating a fund, which we expect to be between $100K and $200K.

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Opal Group's Family Office & Private Wealth Management Forum, Napa Valley
Oct
25
to Oct 27

Opal Group's Family Office & Private Wealth Management Forum, Napa Valley

UPDATED VENUE: Due to the ongoing fires in the Napa Valley region this event has been moved to the San Jose Convention Center. We look forward to an excellent event, registration is still open!

 

Come and enjoy a bottle of Napa Valley's finest Chardonnay at Opal Group's Annual Family Office & Private Wealth Management Forum - West. Known for the fastest growing population of newly structured family offices, Northern California's wine country provides a beautiful landscape for this three-day event. Largely dominated by first and second-generation families from the Silicon Valley, investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout the conference. Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful. Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst the grape vines. To cap off the event, attendees will wine and dine in one of Napa's luxurious wineries, creating an experience that they will never forget.

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Seattle Biz-Tech Summit
Sep
30
8:00 AM08:00

Seattle Biz-Tech Summit

Seattle Biz-Tech Summit is the premier international business and technology annual conference in the Pacific Northwest hosting influential industry leaders, investors, developers and startups. With over 1,000 on-site attendees, it’s the largest Seattle-area conference dedicated to global innovation and collaboration between cross-border companies. This year, the summit theme is “Innovation meets Connection” which continue to focus on technology innovation and business exchange between Pacific Northwest and Asia. The summit will deliver cutting edge topics in Technology & Innovation in Healthcare, Cloud in Practice, Innovators Meets Investors, Intelligent Mobility and Cloud Networks, AI in Practice, Cross-border M & A Law and Practice in China and America. This year, the top corporation recruiting session and Qiao Meng Yuan career fair will provide the one on one talk opportunity with the top corporate recruiters. In addition, the startup demo zone will offer the unique opportunity for startups to demo and present themselves in front of more than thousands of attendees.

2017 Summit Highlights:

  • Be inspired by influential speakers
  • Network with more than 100 international delegates
  • 8 Breakout sessions to present most cutting-edge technology development
  • Meet recruiters on-site from top corporations recruiting session and Qiao Meng Yuan career fair
  • Startup demo zone, provide the unique opportunity for startups to present
  • Innovation incubators from China to showcase hi-tech development centers
  • VIP Dinner for local officials, executive and CEOs
  • 40 exhibitors to showcase local and international companies
  • Post-conference Happy Hour to network with 1000 attendees
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Global Ventures Summit, Los Angeles
Sep
30
to Oct 1

Global Ventures Summit, Los Angeles

Silicon Valley Meets Hollywood!

GVS: Silicon Valley Tours The World.

Featuring keynote by Keiretsu Capital/Fifth Era's Matthew Le Merle!

Silicon Valley funds and metors the world on the first world tour. Global Ventures Summit seeks to level the playing field and support the best business ideas, startups and entrepreneurs coming out of every city on the planet. After our first GVS success in Bali we will focus on GVS LA to make more funding available to US and global Entrepreneurs, specially in Hollywood. GVS will bring successful entrepreneurs and investors to meet – and fund - the next generation of global startup founders.

There is no more tech sector, only tech-supported businesses, specially in Hollywood and the entertianment industry. Every business is now a perpetual startup. Anyone with an idea and solid follow through is an entrepreneur. No matter where you are in the world, incredible new business ideas are cropping up each day. More Startups are set to attract over $100B in Venture Capital by 2020.

These two days in LA will cross-pollinate ideas, cultural knowledge and investment dollars to keep Silicon Valley nimble and more create teams funded.

Get in front of the line at GVS.

global ventures summit 2017.jpg
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Opal Group's Emerging Managers Summit, NYC
Sep
14
to Sep 15

Opal Group's Emerging Managers Summit, NYC

Opal Group is excited to debut its annual Emerging Managers Summit in NYC this fall!

Held in one of the world’s largest financial capitals, this event perfectly aligns with the culture and values of the city that never sleeps. The program will highlight the benefits and opportunities for institutional and private wealth investors to invest in new, diverse, emerging managers and boutique fund managers. In addition to networking with key decision-makers of family offices and pension funds, new managers will be able to connect and exchange best practice ideas with their peers. Attendees will be able to hear from the nation’s leaders in the new and ever-changing emerging manager market.

CONFERENCE FORMAT: We design our program to be interactive and educational. For this we reason, we DO NOT allow the use of PowerPoint Presentations during panel sessions. Panelists have the option to upload presentations to our mobile event app. *Standalone Speakers can use PowerPoint Presentations, but cannot pitch products or advertise their firms. *

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Family Office Club CapitalCon NYC
Aug
9
7:30 AM07:30

Family Office Club CapitalCon NYC

Join us in New York for CapitalCon – the most intensive, fast-paced investor relations and capital raising boot camp in the industry. Each participant will architect strategies to position themselves to naturally attract qualified investors and strategic counter-parties, through a dozen small-group exercises, a thought provoking workbook and expert advice.  There is no other event globally with more capital raising experts all sharing their advice openly with the audience. 

This event will cover more than a dozen strategies for raising capital and over 25 specific tangible actions you can start taking immediately to raise more capital each quarter.  Every strategy presented comes with case studies, examples, and implementation steps based on the daily application of each strategy by the Family Office Club and Wilson Holding Company.  

Successful capital raisers on stage will share their most effective success secrets.  As a participant you will benefit not only from our real-world application of these strategies, but also more than a decade of research into the science of influence, persuasion and investor engagement.

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Northwest Angel Capital Expo
Aug
3
7:30 AM07:30

Northwest Angel Capital Expo

KEIRETSU FORUM NORTHWEST PRESENTS
ANGEL CAPITAL EXPO
THE PREMIER GATHERING OF THE ANGEL CAPITAL COMMUNITY

350 ANGEL INVESTORS
18 PRESENTATIONS
EXHIBITION BOOTHS FOR DISCUSSION AND DUE DILIGENCE

ABOUT
Angel Capital Expo is the premier gathering of the angel capital community, bringing together investors and entrepreneurs looking for funding. Angel Capital Expo is organized by Keiretsu Forum, the world’s largest angel investment network, and was created to foster collaboration among angel groups, as well as reach out to the larger investment community.


ATTENDEES
Attendees will include over 350 investors. If you would like to attend, please register online here or contact Xoe Heeney at xoe@keiretsuforum.com or call 1 (206) 529-3687. Invitation is extended to accredited investors only. Member registration is free.

Looking for a hotel? Visit www.keiretsucapital.com/hotels

 

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Keiretsu Family Office Academy: Optimizing Your Angel Structure – Learning and Utilizing Family Office Best Practices
Aug
2
9:00 AM09:00

Keiretsu Family Office Academy: Optimizing Your Angel Structure – Learning and Utilizing Family Office Best Practices

Join us for Keiretsu's first Northwest Family Office event!

Learn about solutions to solve for key “pain points” that our Keiretsu Forum members experience including:

-          What is a family office and why would I benefit from having one?

-          Create a sustainable plan to support alternative investments

-          Help portfolio companies with follow on funding and exit

-          Track and manage key performance indicators from portfolio companies

-          Develop investment strategies to match your values

Looking for a hotel? Visit www.keiretsucapital.com/hotels

 

 

Meet Our Speakers:

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Entrepreneur Boot Camp: Build to EXIT
Aug
1
12:00 PM12:00

Entrepreneur Boot Camp: Build to EXIT

This fast-paced workshop covers many aspects of building a successful early stage company, including:

  • Optimizing Early Exit
  • Marketing  and “Go to Market”  Approaches for Rapid Customer Acquisition 
  • Strategic Funding Panel  to Speed Exit
  • Legal Structure and Strategies to Maximize Shareholder Value
  • Commercialization and Licensing to Global Markets

Looking for a hotel? Visit www.keiretsucapital.com/hotels

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Family Office & Private Wealth Management Forum, Newport, RI
Jul
24
to Jul 26

Family Office & Private Wealth Management Forum, Newport, RI

As Opal Group’s flagship event, The Family Office & Private Wealth Management Forum has become Opal’s largest family office event in the world. Known for its rich history and magnificent mansions, Newport, RI attracts thousands of delegates each year. The voyage begins with an annual Regatta Cup race, giving delegates an opportunity to find their inner competitor, and race across the harbor. In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, and many more. Come join us this July-- the forecast calls for fun, networking, and favorable prospects for preserving your family’s wealth.

CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*

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Family Office Club West Coast Deal Flow Summit - San Francisco, CA
Jul
14
8:00 AM08:00

Family Office Club West Coast Deal Flow Summit - San Francisco, CA

Family offices are constantly in pursuit of excellent direct investment opportunities and our twice-annual Family Office Deal Flow Summit is the only conference series that brings together family investors with off-market deal flow.  For one day only, family offices, dealmakers, venture capitalists, angel investors, entrepreneurs, and private businesses will connect for one singular pursuit: to get a deal done.  Attendees will also enjoy insightful presentations and panel discussions chock-full of real-world direct investing insights from family office investors.

Admission to the San Francisco Family Office Deal Flow Summit is limited to the first 250 participants, so if you would like to reserve your seat today please complete the form at the bottom of this page or give us a call at (305) 503-9077.

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CleanTech Alliance Innovation Showcase - Seattle, WA
Jun
26
7:30 AM07:30

CleanTech Alliance Innovation Showcase - Seattle, WA

Why Attend?

Last year's CleanTech Innovation Showcase attracted cleantech industry leaders from four continents, convening in Seattle to see technology innovations and featured presentations from industry notables. The event truly is a who's who of the Northwest region's cleantech industry. No other event gives you unprecedented access to:

  • Cleantech industry leaders and decision makers
  • Private industry, government and university researchers
  • Angel, corporate and venture capital investors
  • Federal, state, county and municipal policymakers
  • Foreign leaders and delegations
  • Business and industry media

See Keiretsu Capital portfolio company Phytonix present!

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Wilson's Emerging Managers Summit - NYC
Jun
12
8:30 AM08:30

Wilson's Emerging Managers Summit - NYC

The annual Emerging Manager Investor Summit features 20+ investors who allocate to emerging fund managers and realize the value of investing in earlier stage or smaller size niche investment manager strategies.  The speakers will share how they evaluate potential GPs, what they look for in an emerging manager, and what drives their allocation decisions.

One of the hardest parts of being an emerging manager or a fundless sponsor is finding the right investors that actually allocate to your offering and then understanding the criteria they use to make those allocation decisions. The Emerging Manager Investor Summit features only those investors that are looking for younger or smaller managers that are eager to prove their potential. Attendees enjoy panel discussions on term sheets, evaluation criteria, investor preferences and, of course, plenty of live networking over cocktails and catered meals.

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Toronto Angel Capital Expo
Jun
8
7:30 AM07:30

Toronto Angel Capital Expo

Full Day of Deals & Networking

Join us for an exciting two days of events guaranteed to spark the interest of any angel investor. This years’ expo will offer something very unique for both investors and entrepreneurs:

1. Capital Raise Platform: 12 companies looking to raise new capital or close their existing round will present.
2. Distribution & Licensing Platform: Companies that have completed their fundraising and are looking to secure new national and international distribution channels will present.
3. International Showcase: Rapid-fire video pitches from up to 12 companies from outside of North America. See what other angels from across the globe are investing into! 

Logistics:
Time: June 8, 2017. 7:30am – 6:30pm EST
Location: IBM Canada. 3600 Steeles Ave E, Markham, ON L3R 9Z7

Investors and guests from across the global Keiretsu network will gather in Toronto for one day to collaborate and secure investments, distribution and sales contracts with 30 top quality growth stage companies. The networking will include cocktail receptions and dinners for like-minded guests to interact and share investment expertise. Join us and be a part of this global community.

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Primary Capital Conference - Newport, CA
Jun
4
10:30 AM10:30

Primary Capital Conference - Newport, CA

Limited to 70 attendees, The Investor Conference is a confidential and intimate forum for getting deals done and professional education. Companies are vetted beforehand to ensure quality investment opportunities and the conference format provides immediate feedback from accredited and institutional investors. The luxury resort environment at Pelican Hill is world class and facilitates deal making, networking and genuine relationship building. Every conference features select subject matter experts that will cover the best and latest in financial market trends, tactics, and best practices.

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Bay Area Angel Capital Expo
May
2
7:30 AM07:30

Bay Area Angel Capital Expo

Angel investors are cordially invited to attend the Keiretsu Forum Angel Capital Expo on Tuesday, May 2, 2017 from 7:30am to 5:00pm at Microsoft, 1065 La Avenida Street, Mountain View, CA 94043.

For registration questions, please contact Carla Selby, Director of Membership & Finance, at carla@keiretsuforum.com or call (415) 573-0753.

Angel Capital Expo is the premier gathering of the angel investment community, bringing together investors and entrepreneurs looking for funding.  Angel Capital Expo is organized by Keiretsu Forum and was created to foster collaboration among angel groups, as well as reach out to the larger investment community. Attendees will include over 500 investors, VC’s, and CEO’s. The Expo will feature 18 high-quality, diverse investment opportunities in technology, healthcare/life sciences, consumer products, real estate, and funds.

AGENDA
07:30am-08:30am Registration, Breakfast & Booth Exhibitors
08:30am-08:35am Opening Remarks: Randy Williams
08:35am-08:45am Welcome Global Keiretsu Forum Team
08:45am-09:00am Angel Capital Expo Sponsor Introductions
09:00am-10:15am Block I Presentations
10:15am-11:00am Break & Booth Exhibitors
11:00am-12:30pm Block II Presentations
12:30pm-01:25pm Lunch & Booth Exhibitors
01:25pm-01:30pm Raffle Drawing
01:30pm-03:00pm Block III Presentations
03:00pm-03:15pm Guest Speaker
03:15pm-03:30pm Closing Remarks
03:30pm-05:00pm Reception, Networking and Adjourn

Entrepreneurs interested in presenting, can apply to present on this link or contact Lauren Anderson, Entrepreneur Director, at landerson@keiretsuforum.com or call (415) 573-0755.

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Small Balance Real Estate Summit - San Diego
Apr
27
to Apr 29

Small Balance Real Estate Summit - San Diego

From organizer Fairway America:

We recognize that investors want to better understand how to take advantage of opportunities in the small balance real estate (SBRE) space. To help facilitate this, the SBRE Investment Summit is structured to appeal to both investors and fund managers.

During the summit, we will equip potential investors with the information needed to perform better due diligence on the investments they are considering. Additionally, investors will have the opportunity to listen to up to 18 different presentations, providing multiple investment opportunities to choose from.

San Diego, CA | Fairmont Grand Del Mar

For more information go to our SBRE Investment Summit site, contact our Managing Director Darris Cassidy at 503.906.9109

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Angel Capital Association Summit - San Francisco
Apr
26
to Apr 28

Angel Capital Association Summit - San Francisco

  • Marriott Marquis San Francisco (map)
  • Google Calendar ICS

The annual Angel Capital Association Summit is the world’s premier professional development event for angel investors. ACA members, other accredited investors and professionals in the startup ecosystem are invited to attend the event in San Francisco.

The Summit brings together 700 plus investors to:

  • Share best practices in angel investing - deal sourcing, terms, supporting portfolio companies, syndication, and top exits
  • Discuss the latest data and trends in startup investing and different industry sectors
  • Hear keynote presentations from thought leading investors and entrepreneurs
  • Network with top angels from throughout North America and the world
  • Meet with corporate leaders to build relationships for investor portfolio companies and meet a limited number of interesting entrepreneurs
  • Connect with San Francisco's startup ecosystem
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Opal Impact Investing Forum, Boca Raton
Apr
23
to Apr 25

Opal Impact Investing Forum, Boca Raton

Opal Group is happy to announce its 2nd annual Impact Investing Forum. Impact investing is an approach that seeks to create positive social and environmental impact alongside a financial return. Today, we see an increase in companies proving that mission-driven and communication based strategy, can attract value based workforce, investor base, and like-mined consumer. Impact investing strategies are also proving to be able to generate returns in line to their traditional counterparts. Over the next four decades, it is estimated that over $41+ trillion will transfer from baby boomers to Millenials. As we move to the next generation of investors, we are going to find companies aligning their beliefs, operation, and communication strategies with that of the Millenials. The Impact Investing Forum will look at many of the asset classes that encompass this space. We invite you to join us and meet top influencers, experienced investors, money managers, and service providers that are leading the charge in this ever growing space. Themes of defining impact investing, portfolio construction, asset class opportunities, and the role of the investor are just a few of the stimulating topics to be covered at this event.

The event will kick off with a large networking function at the U.S. Open Polo Championship.

113th U.S. Open
International Polo Club Palm Beach

Come and enjoy the U.S. Open Polo Championship, considered to be the most prestigious polo tournament in the world, fabulous cuisine entertainment, fashion, and world-class celebrities featured at International Polo Club Palm Beach. Its is the exciting culmination of the 16-week, high-goal winter polo season that attracts polo enthusiasts from over 20 countries and 49 states.

CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*

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Co-Investment Fund 3 Webinar
Apr
4
11:00 AM11:00

Co-Investment Fund 3 Webinar

The Keiretsu Capital Co-Investment Fund III aims to provide significant capital appreciation primarily through investment in high quality emerging companies that have been funded by the world’s largest angel investor network, Keiretsu Forum, as well as other top tier angel groups.


The Fund is a premier provider of organized “Angel” capital for investment in high-quality diverse investment opportunities in automation & instrumentation, consumer products, energy, financing, food & beverage, health care/life sciences, internet related, software, telecommunications, other segments with high growth opportunity and may also consider investing in other ventures where the business proposition is compelling.

Interested in learning more? Contact Katie Hamburg (katie@keiretsucapital.com) for an invitation to our upcoming webinar presentation.     

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Northwest Angel Capital Expo
Mar
16
7:30 AM07:30

Northwest Angel Capital Expo

Angel Capital Expo is the premier gathering of the angel capital community and was created in Silicon Valley to foster collaboration among angel groups, as well as to reach out to the larger investment community. We are proud to present the first ever Northwest Angel Capital Expo at the Microsoft Campus in Redmond, WA.  Join us for an exciting day guaranteed to spark the interest of any angel investor. We have a number of activities planned so angels can get directly involved with the NW entrepreneur community and see investment ready presentations from across North America.

Attendees will include 300 investors, venture capitalists and CEOs. The Expo will feature 9 high-quality, diverse investment opportunities in technology, healthcare/life sciences, consumer products, real estate and funds.

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"Exit Execution" Workshop with Basil Peters - Keiretsu Academy
Mar
15
8:00 AM08:00

"Exit Execution" Workshop with Basil Peters - Keiretsu Academy

"Only 25% of saleable companies successfully exit"

Yes, 75% of the time, after entrepreneurs and investors build a saleable company, we blow it and fail to successfully exit. When we miss the ideal time to exit, the most likely end result is that the company will fail - completely.

This workshop will explain why this happens so frequently and give you the skills and knowledge to maximize the probabilities that your company is among those that are ultimately successful. 

There will be a post event happy hour and networking opportunity.

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ACA Northwest Regional Meeting
Mar
7
to Mar 8

ACA Northwest Regional Meeting

ACA members and accredited investors from throughout the Northwest are invited for the 2017 ACA Northwest Regional Meeting. Hosted by Portland Seed Fund, this event is focused on interactive discussions by investors for investors.  The two day event will include topics such as regional investment trends, opportunities for angels in a changing ecosystem, updates on important federal policy, and great networking with your future co-investors.

(please note this meeting is available to ACA members, accredited investors, and invited guests only)

LOCATION:

Portland State Business Accelerator  
2828 SW Corbett Ave
Portland, OR

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Opal Family Office Winter Forum
Mar
1
7:00 AM07:00

Opal Family Office Winter Forum

The Big Apple is host to Opal Group’s Family Office Winter Forum. Whether you take a bridge, tunnel, or cab to get through Time Square, the schlep will be well worth it. Held in one of the world’s largest financial capitals, this one day event perfectly aligns with the culture of the city that never sleeps. Families and financial managers will enjoy a fast pace day of interactive panel discussions and networking breaks. With over 500 delegates there is always an opportunity to meet potential clients. While in the session room, trending investment topics will be addressed by some of Wall Street’s most sought after managers and advisors. Themes of family governance, alternatives, and impact investing, will have even the most cynical of New Yorkers believing in their financial future. The Family Office Winter Forum will leave each delegate stimulated, enlightened and in that New York State of Mind.

CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. *Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.*

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Investment Institute 2017 - Jewish Federations of North America
Feb
12
to Feb 15

Investment Institute 2017 - Jewish Federations of North America

Join influential stakeholders from Federations and private foundations—representing collectively over $80 billion in Jewish communal philanthropic assets—for informative presentations by top industry professionals, informal peer-to-peer learning, and networking. Enhance your ability to make prudent investment decisions and position your Jewish Federation, community or private foundation as the preeminent steward of endowed funds.

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ACA West Coast Meeting
Feb
9
9:00 AM09:00

ACA West Coast Meeting

Join experienced angels from six Western states for a one day conference designed to keep you up to date on the latest trends in angel investing. If you are an angel investor or thinking about angel investing, this is a once a year opportunity you shouldn’t miss. 

Please note this meeting is available to ACA members, accredited investors, and invited guests only.

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Impact Investing 101, CAIA - Seattle, WA
Feb
7
5:30 PM17:30

Impact Investing 101, CAIA - Seattle, WA

Please join us on Tuesday, February 7th at 5:30 PM at the offices of Lane Powell for a discussion of Impact Investing. Frank Paganelli will moderate an informal discussion on this rapidly evolving approach being adopted by high net worth investors and institutions alike.

Moderator:
Frank Paganelli, Partner

Lane Powell

Speakers:
Brock Mansfield, Managing Partner
Keeler Investments Group

Jack Knellinger, Principal
Capria

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