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Introduction to Angel Investing
February 28, 2018 @ 7:30 am - 10:30 am
The first of a series of workshops designed to help individuals become successful Angel Investors
Angel investing is hard work and requires knowledge, experience, and a lot of patience. Active angel investors spend years and tens of thousands of dollars building their portfolio. Research into angel investing indicates that a small percentage (20-40%) of an investor’s holdings will return a 2.5x ROI if they are diligent in building their portfolio. Research has also shown that angels working together outperform individual angels significantly. Angel groups like Keiretsu Forum bring a rigorous process to the angel investing arena along with a swarm mentality that mitigates the risk of some angel investing opportunities.
Introduction to Angel Investing is the first of a series of workshops designed to open the world of angel investing to individuals looking to understand the space and the requirements to become a successful angel investor. The series will be led by Keiretsu Forum Mid-Atlantic, the East Coast division of the world’s largest and most active angel investment network. Workshop attendees at any stage of investment will learn how to think and respond to make good or better investments.
The workshops were developed by Keiretsu Mid-Atlantic (K4-MA) in collaboration with The Dr. Edwin Cottrell Entrepreneurial Leadership Center at West Chester University (WCU) and Ideas x Innovation Network (i2n), an initiative of the Chester County Economic Development Council. This educational series of workshops was designed to reinforce the opening of a new K4-MA satellite chapter at the Cottrell Center and future programs will take a deeper dive into focused sessions for investors and/or entrepreneurs. The opening workshop will include an actual funding presentation from a K4-MA portfolio company.
The workshops will be facilitated by Howard Lubert, Co-Founder & Area President of the Keiretsu Forum Mid-Atlantic & South-East Regions. Howard brings 30+ years of private equity and angel investing to the program and he believes that education is fundamental to securing successful early-stage investments. Understanding the fundamentals of how to execute early-stage investment deals including due diligence is the key to increasing investment returns and growing successful companies.
- Registration, Networking Reception, Breakfast
- Angel Investing
- Why it Matters
- Who are the Angels
- Angel Investing Challenges
- The Process
- The Entrepreneur Side of the Deal
- Today’s Funding Conundrum
- Attracting Investors
- Jockeys not Horses
- Live Investment Presentation
- Workshop Activity
- Angels, Funds, and West Chester
- Summary and Final Q&A
Attendees Will Learn:
- Why Angel Investing is Important
- Who Qualifies to be an Angel Investor
- Challenges of Angel Investing in Today’s Ecosystem
- Why Funding Startups Today is so Difficult
- The Key Components of a Typical Funding Presentation
- How an Angel gets to YES
- The Investment Opportunities in the Mid-Atlantic Region and West Chester
Howard Lubert, Co-Founder and Area President of the Keiretsu Forum Mid-Atlantic & South-East Regions, managing director of the Rowan Innovation Venture Fund, and the creator of two regional early-stage seed funds, Accelerator Venture Partner Funds I & II. A Serial Entrepreneur and relentless angel and private equity investor Mr. Lubert has devoted 30+ years to formalizing and optimizing the early-stage investment process including deal flow selection, term sheet negotiations, and due diligence processes for Safeguard Scientifics and its family of private equity funds, other venture capital funds, and, for the last 7 years Keiretsu Forum and other angel investment groups. Mr. Lubert leads the Technology Investment Silo for Keiretsu Forum and has developed a portfolio of more than 40 early-stage investments, in the Life Sciences, Technology, Consumer Products, Clean-Green Energy, and Real Estate silos. He has developed a reputation as an expert in Term Sheet negotiations and placement in early-stage angel investment opportunities.
Advance registration required. Space is limited so register today!
Ticket sales close 9 am February 26