Event Details

Okanagan Angel Investment Summit

Angel Investing: a Changing Landscape

Presented by Angel Forum and Accelerate Okanagan

For both investors and entrepreneurs

Venue: Innovation Centre, 460 Doyle Ave, Kelowna, BC V1Y 0A2 

 

  • General Admission tickets $150/members, $200/non-members and include the kick-off event on September 19th (excluding workshop) and full summit day on the 20th. 
  • Workshop $50 - tickets to be bought separately
  • Kick-off Event on Sept. 19th only: $35 which includes canapes and wine.

 

Summit Agenda:

Thursday, September 19, 2019

1.00pm        Half Day Workshop on Structuring Deals and Term Sheets at a separate $50 fee. Official NACO module. 

  • This interactive half day workshop is geared both to entrepreneurs and investors.  A term sheet lays the groundwork for ensuring that the parties involved in an investment transaction are in agreement on most major aspects of the deal, thereby precluding the possibility of a misunderstanding. Because investment terms, company valuation, and the longer-term implications of investment terms are not “one size fits all”, it is important that investors understand the definition of terms and their application in each distinct deal.  This module will provide both entrepreneurs and investors with an understanding of the purpose of the terms and conditions and their appropriate use in structuring deals to maximize return and minimize risk. 

                        Presenter: Pieter Dorsman

                        For both Investors and Entrepreneurs.

5.30pm          Kick Off Event - free for Summit ticket holders

                        Indigenous World Winery

                        2218 Horizon Drive, Kelowna

 

Friday, September 20,  2019 - Summit 

8.00am           Registration and Breakfast

8.30am           Opening Summit                                      

8.45am           Keynote Speaker - Eva Lau - Serial Entrepreneur and Managing Director and Co-Founder of Two Small Fish Ventures

9.30am           Group Networking Exercise

10.30am         Coffee break                                                                          

11.00am         4 Company Pitches 

12.30pm         Lunch

1.00pm           Keynote Speaker - Ralph Turfus - Super Angel and Executive Mentor

                         Followed by panel discussion:

                         Eva Lau - Managing Director and Founder Two Small Fish

                         Mike Winterfield - Fund Manager at Active Impact Investments

                         Patrick Lor - Managing Partner Panache Ventures

                         Ralph Turfus - Super Angel

                         with audience participation on the changing landscape of angel investing

2.15pm            4 Company Pitches                               

3.45pm            Local Company Tour 

5.30pm            Reconvene at the Curious Café & Bar, 1423 Ellis St, Kelowna for a drink and a bite

 

Please note that presentation spots are only limited to 8 in total. Companies can apply here.

The application procedure will open on June 28, 2019. There will be a $450  (+GST) application fee, which covers - when invited to pith - attendance of the full Summit for 2 company representatives,  pitch to an audience of mostly investors, kick-off event and workshop on September 19th, limitless networking opportunities and for the top 2 presenting companies a free spot to present at the next Angel Forum in Vancouver on October 17, 2019. If you are not invited to present, we will provide you feedback in report form and will refund $350 (+GST) promptly.

We have arranged for a special discounted summit rate with the brand new and highly rated Holiday Inn Express & Suites in Kelowna - East at $149 for Studio King Suite. For reservations call the hotel directly @ 778-484-2999 and mention the block booking code AFA. 

You can also book online through this link.

PLEASE NOTE: TO ENJOY THIS RATE BOOKINGS SHOULD BE MADE BY SEPTEMBER 5, 2019.

Ticket Name Sale Ends Price Quantity
Member Angel Forum
17 Sep 2019
$150.00
Members Only
Member Accelerate Okanagan 17 Sep 2019 $150.00
Non-Member 17 Sep 2019 $200.00
Term Sheet Workshop on Sept. 19th 17 Sep 2019 $50.00
Kick Off Event Only 18 Sep 2019 $35.00
Event Sponsor
09 Aug 2019
Free
Sale Ended

19 Sep 2019 @ 6:30pm PDT
20 Sep 2019 @ 7:00pm PDT

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  • 460 Doyle Ave, Kelowna, BC V1Y 2A2, Canada
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