Conference Agenda

Check-in and receive conference materials.

The pricing of an investment is perhaps the most subjective and divisive topic during the negotiation process. This session will include a review of basic ownership and dilution formulas, key value measure and their relationship to performance, calculation of IRR, and model construction. A refresher for Tuesday’s extended session.

A thought-provoking session and subsequent debate about the ethics of investing and the special challenges for venture and private equity investors.

Overview of the program's goals and key learning outcomes.

This session is an in-depth examination of due diligence issues, business plans, along with the ever-important process of validating that your prospective entrepreneurs have indeed identified a true “Hair on Fire Problem” for a set of customers.

Deal flow is the lifeblood of a successful investment fund. A fascinating look back and a look forward to how you can improve the quality and quantity of the deals you want to see. This is how it’s done.

Engage with industry leaders and peers over a networking lunch.

An experienced CEO and turnaround expert leads this session about what the management team should be doing during distressed times. What can you do as the investor to maximize enterprise value when a company is highly leveraged, under-performing, under-valued and under-capitalized?

A candid discussion about finding early-stage deals, structuring the Series A term sheet with a fledgling management team, and tips for monitoring your investment in a way that is productive and conducive to a second round. Lessons learned from years of adventures in early-stage investing.

Even the best deal structure won’t convert a lousy investment into a successful one; however, it can make a good investment better and minimize losses. This session includes a review of key definitions, sample term sheets, and a mock negotiation.

Connect with fellow attendees, speakers, and investors in an informal setting.

A case study of an actual transaction illustrates the world of mezzanine and later-stage investing. How are mezz investments structured, priced, and negotiated? What are the dynamics of negotiating inter-creditor terms with senior lenders? Understanding later-stage investing makes an early-stage investor better prepared… and vice versa.

Structuring your venture deal and your fund correctly can provide for significant tax savings for venture professionals and allow them to minimize potential downside liabilities. This session will focus on legal and tax implications of venture and private equity deal structures, and provide important updates for recent tax law changes that affect carried interest, deal structures and create some new incentives.

A unique overview of today’s landscape for corporate venture investing and firms working to syndicate with strategic corporate investment groups.

A tech executive, entrepreneur, and venture investor, shares her perspective about the realities of venture capital investing and the value investors should bring a company. A candid session about the investor-entrepreneur relationship.

A deeper dive into formulas and new alternatives in pricing and valuation: how today’s investors are building solid pricing models, developing sensitivity analysis and determining enterprise value.

Divided into teams of venture capitalists and entrepreneurs, participants determine the present and future value of a company. The teams will then structure and prepare terms of an investment and then negotiate a deal. This is an intense, fun, hands-on case study that is an interesting exercise from both sides of the negotiating table.

Learn how to balance your gut intuition with quantitative formulas. Remarkable insight into how successful investors develop their investment philosophies through consistent evaluation of the purpose, structure, risk, returns, environment, and the personal style of their funds.

Responsibilities, accountability, and practical advice about serving as a director of your portfolio companies. Topics including the policy decisions you’ll encounter, working with the CEO, keeping your partners advised, and structuring your needs into the deal, provide the foundation for a mutually rewarding directorship.

The due diligence of exiting. Learn how to build exit tactics into the term sheet and how to prepare for the actual exit. An exploration of options including recaps, mergers, and a sale back to management.

Transportation provided for conference attendees heading to the airport.