Okanagan Angel Investment Summit - Kelowna
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.
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
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.