9:49

Recent Trends for Family Offices & Venture with Ron Diamond
2024/01/24 • 7 views Keynote Speaker at August 2023: The Investor Capital Expo

18:22

Scaling up Secrets for Early Stage Companies with Bill Gallagher
2024/01/24 • 11 views Keynote Speaker at August 2023: The Investor Capital Expo

22:56

The Startup Family Office with Michael Loeb
2024/01/24 • 5 views Keynote Speaker at August 2023: The Investor Capital Expo

32:12

Family Office Investment Outlook Panel
2024/01/24 • 18 views Family Office Investment Outlook Panel with Keshav Rao, Moderator; Craig D'Cruze, Inverted Ventures; Katherine Hill Ritchie, Private Capital Investments; Ken Goldman, Hillspire, Matt Salloway, GSI Ventures; Ted Ackerley, Ackerley Partners Moderator: Keshav Rao is an experienced investor across both public and private markets. He started his career as an equity research analyst at Goldman Sachs before joining the family office of Jonathan Soros, where he focused on a wide range of direct and fund investments. He then joined a consumer-focused Private Equity fund backed by the Bezos family as an early employee, where he built the team and diligence process. He is currently focused on technology, media, and consumer investments at a multi-stage institutional fund based in New York. Keshav graduated from Stanford with an honors degree in economics and received an MBA from the Wharton School.

25:27

Markets in Turmoil: Lessons for Angel Investors with Ron Weissman
2024/01/24 • 3 views April 2023 Investor Capital Expo Keynote Speaker - Ron Weissman Ronald is Vice Chair of the Angel Capital Association, North America’s principal organization for professional angel investors. He is also Chair of the ACA’s education committee and is the author of the ACA’s official courses on Early-Stage Boards of Directors and of Managing and Mitigating Angel Investor Risks.

14:00

An Economic Outlook For 2023 with Troy Niehaus
2024/01/24 • 0 views April 2023 Investor Capital Expo Keynote Speaker - Troy Niehaus

21:55

AI Investment Outlook Panel Discussion
2024/01/24 • 11 views AI Investment Outlook Panel Discussion with S. Chakra Chennubhotla, PredxBio; Melanie Salvador, Executive Board Member, Singularity Ecosystem Venture Fund; Armando Viteri, neubloc, Adrian Mendoza, Mendoza Ventures In these questions there is no “100,000 foot view” kind of question. Something like: “AI will wind up evolving into commoditized products including open source, opportunities for the incumbents such as Microsoft, inhouse/bespoke implementations or startup opportunities.” In that landscape how do I decide where the opportunities are to invest in the next great startup?

17:06

Azure Cognitive Services for Vision - Next Generation AI With Large Foundation Model
2024/01/24 • 0 views April 2023 Investor Capital Expo Keynote Speaker - Adina Trufinescu Adina is a Microsoft veteran with 25 years of experience as a developer, development lead, and program manager. Since 2019, she has been the principal program manager working on Artificial Intelligence for Cognitive Services and Computer Vision at Microsoft, driving product requirements and working with Engineering and Research teams through the product lifecycle. She has vast experience presenting to large audiences, enjoys technically challenging management roles, and thrives in a fast-paced culture focused on building high-quality products.

15:09

2023 VC Vintage
2024/01/24 • 1 views 7BC is an early-stage VC focused on technology startups that underpin the digital economy leveraging AI, automation, data, digitizing large industries to become high revenue growth profitable businesses in large markets with unique technology. 7BC’s Venture Capital Fund III is coming from an industry veteran with a track record of delivering 7x to 12x cash on cash returns performing in the top 10% and 25% of the US VC asset class.

49:10

Keiretsu Tax Academy with Dean Barnett
2024/01/24 • 19 views February 2023 Keiretsu Academy with Dean Barnett Dean Barnett is the managing partner of RD Barnett PLLC, providing accounting, tax and advisory solutions. At the academy session, he will discuss the new US tax law and all the major changes to the tax code for the 2023 filling season.

39:50

Tax-Saving Strategies for C-Corp founders and early investors
2024/01/24 • 4 views What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion? Keiretsu Tax Academy January 2023 with Ashley Velategui Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

42:04

10 Valuation Tips That Build Investor Trust, Buy-In and Momentum with Nathan McDonald
2024/01/25 • 14 views March 2023 Keiretsu Academy

10:38

Intellectual Property Strategies for Business : Brad Frazer
2024/01/25 • 2 views

21:58

The Future of Al & Robotics w/Singularity Ecosystem Partners
2024/01/25 • 15 views Please join me in welcoming to the stage Melanie Salvador Executive Board Member with Singularity Ecosystem Venture Fund, Jared Sandborn CEO Pure Technology & Ecosystem Advisor, Bill Inman Executive Board Member with Singularity Ecosystem Venture Fund & Stacey Engle CEO TWIN Protocol & Ecosystem Advisor.

21:41

Everything Investors Wanted to know about IP but were Too afraid to Ask: Adam Philip
2024/01/25 • 0 views Adam Philip takes you through an explainer on IP buckets and how startups can leverage them. IPs involve patents, copyrights, trademarks and more. Find out what makes each unique.

21:01

AI Co-Pilot Showcase with Lili Cheng
2024/01/25 • 3 views Lili Cheng is Corporate Vice President of the Microsoft AI and Research division, responsible for the AI developer platform which includes: Cognitive Services—a collection of powerful cognitive AI APIs for vision, speech, language understanding, knowledge, and search, which enables developers to easily add AI to their apps and services.

9:31

ACA Policy Update with Ron Weissman
2024/01/25 • 1 views Ronald is Vice Chair of the Angel Capital Association, North America’s principal organization for professional angel investors. He is also Chair of the Angel Capital Association and is the author of the ACA’s official courses on Early-Stage Boards of Directors and of Managing and Mitigating Angel Investor Risks.

7:23

April 2022 Forums: Everix Optical Filters
2024/01/29 • 0 views

12:59

April 2022 Forums: IQure
2024/01/29 • 0 views iQure Pharma is a biotech company focused on developing compounds for the treatment of Neuropathic Pain, a considerable unmet clinical need.

7:53

May 2022 Forums : Keiretsu Capital
2024/01/29 • 0 views Keiretsu Capital LLC is an affiliate and exclusive partner of the World's Leading Angel Network, Keiretsu Forum, and manages funds which enable limited partners & accredited investors to co-invest in the proprietary deal flow of the angel investors.

8:48

April 2022 Forums: Rancho Santa Fe Bio
2024/01/29 • 1 views RSF Bio is a clinical stage, calcific disorders platform company based in San Diego. Company’s lead technology was developed by Sanofi and Mayo Clinic and involves the selective re-activation of nitric oxide in diseased tissue. Their first drug, Ataciguat is entering into Phase III clinical trials.

10:42

April 2022 Forums: Siva Therapeutics
2024/01/29 • 0 views Siva Therapeutics is developing Targeted Hyperthermia™ cancer therapy, a safe and effective procedure which generates therapeutic heat within solid tumors using SivaRods™ precision gold nanorods and a SivaLum™ infrared light device. Hyperthermia has multiple beneficial effects on tumors, and it is more selective than chemotherapy, less destructive than radiation, and without the risks of surgery.

10:23

April 2022 Forums: Wavetech
2024/01/29 • 1 views WaveTech is a US based battery technology company that doubles the battery life span, increasing the battery capacity while drastically reducing OPEX and CAPEX.

11:31

April 2022 Forums : Epilogue
2024/01/29 • 0 views Epilogue Systems is a B2B SaaS software company competing in a category that Gartner calls Digital Adoption Platforms. Their product, Opus, makes it easier to implement, learn and use enterprise applications that entities use to run their businesses.

15:02

Lessons for technology Entrepreneurs Looking to raise Capital: Volker Huther
2024/01/31 • 5 views

18:18

Be a Value Adding Investor, Post Investment : Kevin Fallon
2024/01/31 • 1 views

10:19

Role of a Studio in Driving Value Investing In Technology Companies :Taylor Bench
2024/01/31 • 0 views

18:55

Discovering Responsible AI in the Context of the ESG Investing Movement with Elaine Weidman
2024/01/31 • 6 views Elaine has more than two decades of international executive experience with a focus on sustainability/ESG, digitalization, public affairs and corporate development, and clean tech investing. Her advocacy for the private sector’s role in solving sustainability challenges has played out in multinational as well as startup environments. She co-founded her own startup, the AI Sustainability Center, with a mission to develop practical tools to help companies address the scaling of AI in ethical contexts. Elaine is a frequent speaker, including the World Economic Forum, United Nations, SXSW, tech industry events and has been engaged in the Broadband Commission for Sustainable Development, the UN Sustainable Development Solutions Network, and the Business & Sustainable Development Commission. Elaine is currently a clean tech advisor, investor and board member, and her vision is to create a world where sustainability centric business strategies are the norm not the exception.

13:04

A Mid-Year Economic Outlook - Withstanding Turmoil and Seizing The Opportunity with Troy Niehaus
2024/01/31 • 1 views In his role at Bernstein, he advises ultrahigh-net-worth individuals and families. As a former tech start-up owner and prior president of a hardware manufacturer, he particularly enjoys working with entrepreneurs. He understands the psyche of a business owner and the contributions they make to our economy and community.

9:06

Evaluating Opportunities in Immersive Technology with Garrett Eastham
2024/01/31 • 0 views Garrett specializes in the design and development of production A.I. systems - from initial notebook to restful micro-services and modularized front-end experiences, as well as the necessary teams and go-to-market planning required to scale from the first customer POC to a mature end-to-end offering. By trade, he is a practicing data scientist with a rich product strategy and sales executive background. Over the past 10 years, he has played critical roles on the founding executive teams of several venture-scale organizations (FloorFound, Vertebrae, Edgecase) and has personally helped raise and deploy over $20 million of growth capital. Currently, he is exploring commercial opportunities at the intersection of computational neuroscience, federated machine learning, and immersive technologies (3D/AR/VR).

13:29

Dealum Training session for Members- July 2022
2024/01/31 • 6 views In the Dealum training session, we're focused on the CEOs and how the platform can work for their follow-ups, efforts to raise capital, and keeping investors updated on the progress.

37:15

Supply Chain with Niul Burton
2024/01/31 • 4 views Mr. Niul Burton is a senior consultant focused on Procurement and the Supply Chain. He currently heads his own firm, which serves CPO’s and procurement solution providers. Previously he was a Partner at Ernst & Young Consulting, where he led the firm’s global Procurement practice and served large clients such as Boeing, General Mills, Viacom, Sony Pictures, and McKesson, leading procurement transformation engagements. Before joining EY he was in a similar roles at Accenture, and A.T. Kearney Management Consulting, serving oil and gas clients around the globe. He also co-founded an early SaaS business providing strategic procurement services during the dot com boom. He has an MBA from UC Berkeley Haas School of Business, and a BSc from the University of Bradford in the UK.

20:22

Markets In Turmoil- Lessons For Angel Investors with Ronald Weissman
2024/01/31 • 3 views Ronald is Vice Chair of the Angel Capital Association, North America’s principal organization for professional angel investors. He is also Chair of the ACA’s education committee and is the author of the ACA’s official courses on Early-Stage Boards of Directors and of Managing and Mitigating Angel Investor Risks.

34:18

Dealum Training For Entrepreneurs and CEO- July 2022
2024/01/31 • 1 views As Keiretsu Forum Northwest and Rockies Chairman Nathan McDonald says, "It's really important for the angel investors to be able to track their portfolios and their deal flows and the companies are interested in." The live training session will help you as an investor understand and make the best use of the Dealum platform.

21:44

Cleantech: Challenges & Opportunities in building science & technology with Wale Odukomaiya
2024/01/31 • 1 views Dr. Wale Odukomaiya joined NREL’s Building Energy Science group in 2018 as a director’s fellow. His research focuses on innovating heat transfer and energy storage in ways that improve building efficiencies and support low-carbon buildings. This research applies fundamental heat transfer and thermodynamics to advanced energy technologies and building components, with an emphasis on thermal and electromechanical energy storage technologies; heating, ventilating, and air conditioning (HVAC); and advanced manufacturing of related components. Prior to joining NREL, Dr. Odukomaiya was a postdoctoral research fellow in the Building Technologies Research and Integration Center at Oak Ridge National Laboratory, where he worked on the development of energy storage and magnetocaloric refrigeration technologies. His research background includes developing advanced energy technologies and building components, energy policy and economics, and thermal and electro-mechanical energy storage.

12:29

Understanding & Investing in Climate Tech with Daniel Kriozere
2024/01/31 • 0 views Daniel Kriozere is a Product Manager with LLNL by day, and by night he is a Partner with C3 (AngelList syndicate), and a Scout for Prithvi (VC), WeFunder (crowdfunding equity), and Enduring Planet (revenue-based financing). He is also the founder of Innovate Climate and The Impact - both are newsletters covering startups in the climate space. His broader mission is to help startups connect with the right resources (investors, newsletters, etc.).

14:36

Investing in cleantech: Diagnosing the startup & correcting the symptoms of failure with Gary Yamamura
2024/01/31 • 2 views Gary is a versatile senior advisor with superior communication skills and extensive knowledge and experience with the development, market introduction and ongoing management of advanced technology products and related services. He has proven capabilities in the establishment and management of support organizations / companies in the electronic commerce/banking, financial services, mass transit, smart card and traditional magnetic stripe card industries. Having significant domestic and international experiences in inter-company relationship building, strategic planning, operations, business development, marketing, program management, and project execution, he also has hands-on experience in program management, project management, operations management, training, and process streamlining through automation and re-engineering.

14:11

Why it's hard to change energy & what it means to investors in cleantech with Max Mankin
2024/01/31 • 0 views Max Mankin is the co-founder and CTO of Modern Electron, a sustainable energy technology company with the mission of affordably and practically decarbonizing heat and power. He has a decade of experience building and leading teams, as well as designing, fabricating, and characterizing energy systems and functional materials. At Modern Electron, he leads a team of 45 scientists, engineers, and technicians; rectifies product and market requirements with technology; and sets company market and technology strategy. Prior to Modern Electron, Max was an Entrepreneur in Residence at the Invention Science Fund. Max earned a BS with honors in chemistry from Brown University and a PhD in physical chemistry from Harvard University, where he held fellowships from the Hertz and National Science Foundations. Max is an inventor on a few dozen patents pending and granted. His accolades include one of Inc. Magazine’s ‘Most brilliant entrepreneurs under 30’ and Forbes ‘30 Under 30’.

15:38

On Life As An Entrepreneur, Investor And Guide For Early-Stage Companies with Joe Beaudry
2024/01/31 • 1 views Joe builds and leads high performing teams, motivating them to reach for success. Whether building a national franchise from the ground up, developing new technology from whiteboard to release and revenue, or driving adoption of new products and services, he likes to apply a creative, problem-solving approach, rooted in a passion for innovating and achieving. He dives in on strategic planning and then reach objectives through tactical execution. He leads with emotional intelligence; creating environments where calculated risks are encouraged, and big ideas become a reality.

16:17

The Three Mountains in the Global Tech & Economic Outlook with Mark Anderson
2024/01/31 • 2 views accurate predictions using pattern discovery techniques. He accurately predicted the Global Financial Collapse of 2007-2008 as well as the Oil Price Collapse of 2014-2015, despite having no formal training in finance or economics. Concurrent with this role, Mark is the founder and publisher of the weekly SNS Global Report on technology and the global economy (www.stratnews.com), read by technology executives and investors worldwide. He founded the Future in Review (FiRe) conference (www.futureinreview.com)–now in its 18th year–which the Economist has named “the best technology conference in the world.” Mark’s recent book, ‘The Pattern Future: Finding the World’s Great Secrets and Predicting the Future Using Pattern Discovery,’ describes how he has consistently made successful predictions across a wide variety of disciplines, and how others can employ his techniques.

15:23

Investing in cleantech: Attracting strategic buyers & negotiating a sale with Paul Burgon
2024/01/31 • 1 views Paul Burgon, the CEO of Vortechs Management is an operations and investment professional who has invested over $3 billion in almost 100 companies at high rates of return. He has spent his career in mergers and acquisitions, public and private investments, and managing small companies. Paul was Senior Vice President of Corporate Development at Steel Partners Holdings, a public holding company, and Director of Corporate Development at Danaher. At Steel Partners, Paul led 30 acquisitions and divestitures worth $1.4 billion. At Danaher, Paul led 50 transactions worth approximately $1.7 billion and helped create the current Danaher acquisition system, which was named one of the best in the country by Institutional Investor magazine. Paul currently serves on the Board of Trustees of Rocky Mountain University of Health Professions and serves on the Board of Directors of Wasatch Educational Inc, the parent company of Rocky Mountain University, where he is a lead independent director.

13:26

Beyond The Hype: Investing in Cryptocurrency & Blockchain with Tron Black
2024/01/31 • 0 views Tron Black is a principal software developer with over 30 years of experience, leading several software companies as a CEO. He has been working in crypto since 2013 on several ventures, including Verified Wallet, CoinCPA and t0. He is currently employed with Medici Ventures, a subsidiary of Overstock.com focused on blockchain technology applications. Tron is the President of the RavenCoin Foundation which serves as an open-source utility aiming to solve the problem of assets transfer and trading over a blockchain. He is also the co-founder of the Blockchain Law Alliance.

13:15

Product Market Fit, Go to Market Strategy and Managing Risk with Eric Vest
2024/01/31 • 0 views Eric is a Strategic and M&A advisor, specializing in laboratory informatics and all technologies related to biotech, pharmaceuticals, clinical trials, public health, and healthcare. He has a unique skill set that combines deep domain expertise with: • 25+ years of experience as an entrepreneur, operator, and board member with three verifiable exits; • Rich experience working with private equity and venture capital (buy-side and sell-side); • Along with many years of fundraising experience at seed, early stage, and growth stage levels as an advisor or board member, mainly assisting private equity firms, their portfolio companies, and other growth stage organizations who are trying to plan for an exit, raise capital, or make acquisitions.

24:01

Cross Border Investing
2024/01/31 • 2 views

24:37

A Deep Dive on Go to Market Strategies with Roger Shanafelt
2024/01/31 • 0 views Roger has over 25 years of experience building high performing sales teams with a broad range of marketing, business development, and engineering experience in a variety of leadership positions at software / SaaS organizations such as @Home Network, Exodus, Loudcloud, Myrio, DocuSign and Fullcast. His go to market approach applies his ability to rapidly identify patterns in the sales cycle of successful customer acquisitions, defining success metrics, instrumenting technology platforms to report on said metrics, then collaborating with cross-functional teams to build and continuously refine a repeatable and scalable sales process from lead to renewal.

14:57

Go to Market Strategies and the 80-20 rule for startups with Ted McAleer
2024/01/31 • 10 views Ted McAleer has been working with Utah’s Startup community since 1999. He is currently the VP of Operations at Rebel Medicine and prior to this Ted was VP of Business Development at Braveheart Wireless, an IoHT Medical Device startup. Ted has 30+ years of experience in technology innovation; business development; and product, services and operations management in both start-up and mature corporations. He has also worked for University of Utah Tech Ventures, SunGard SCT, Procter and Gamble, PepsiCo. and the US Army. He holds an MBA from Harvard Business School, a Master of Engineering from the University of Virginia and a BS in Engineering Management from the United States Military Academy at West Point. He volunteers his time as a Board Member or Trustee with organizations such as UHE, PandoLabs, Park City Angel Network, and Mountain West Capital Network.

16:18

5 Question Guide For A Busy Investor With Respect To Due Diligence with Robert McNeal & James Kinsella
2024/01/31 • 4 views Robert McNeal has more than 35 years of experience in tech, from leading engineering projects to running successful cloud-based enterprises. He has headed Corporate Strategy, Business Development and M&A at two pan-European companies, where he helped architect and execute the consolidation of the independent ISP market that resulted in a $5.1 billion merger. For more than 16 years, he served as Vice Chairman of Interoute Communication. He currently invests in startups and early-stage ventures developing technology that can be deployed internationally, particularly from the USA to Europe and from Europe to the USA. Robert is also the founder and partner at D4 Investments. James Kinsella is a serial technology entrepreneur, who over the last 30 years developed some of the earliest web- and cloud-based ventures in the US and the European Union. He is considered a pioneer of web-based digital media. From the early 2000s, as Chairman and CEO of Interoute Communications, Ltd, James led the restructuring and development of Europe's largest, independent fiber and cloud infrastructure business. Prior to launching his first tech start up in 1990, James worked as a journalist for several US media companies. He is also the author of the book Covering the Plague, an award-winning investigation into how the media and medical experts failed to respond to the AIDS epidemic in its early years. He is a founder and partner in the early-stage investment firm D4, which is focused on helping build successful companies in the emerging industries including Robotics, Clean Tech and Cannabis.

27:10

From Due Diligence Team To Writing A Check with Kevin Turner
2024/01/31 • 4 views Dr. Turner has accumulated more than three decades of experience and expertise in the practice - and business - of medicine. An awarded and Board-Certified, Obstetrician/Gynecologist, Dr. Turner is an expert in navigating complex regulatory frameworks and compliance. His wide-breadth of experience and expertise include the following: business management; robotics, human resources; public health; software development and integration; curriculum development; strategic planning; product development and manufacturing; and marketing. With a background in macroeconomics and technology, Dr. Turner has carefully monitored the rise of cryptocurrencies, blockchain, and artificial intelligence (AI). He is an accepted thought leader in the convergence of these technologies.

16:22

His Journey As Angel Investor and How He Decides To Write Check with Mark Kerschner
2024/01/31 • 8 views Mark Kerschner is an Angel Investor, a strategic advisor, a finance advisory committee member and an independent board member of various organizations. He began his career with PWC in NYC and now has been utilizing his experience as a CFO of both public and private companies, working in the chemicals, engineering and pharma industries. Currently he serves as a Board member and Senior Advisor of Seneca Therapeutics, Inc. Mark is presently a member of Broad Street Angels, Keiretsu Mid-Atlantic and Mid-Atlantic Bio Angels.

19:32

Beyond The Hype: Investing in Cryptocurrency & Blockchain with Craig D' Cruze
2024/01/31 • 3 views Craig D’Cruze is a multifaceted entrepreneur with a passion for investing. In his 15+ years in equities markets, Craig has developed his outlook that emerging technologies will alleviate the largest hurdles facing the human race. Prior to joining Inverted Ventures, Craig led teams of between 22 and 70 people as an award-winning Executive Chef for companies like Marriott Hotels International, Delta Hotels, and The University of Calgary. This helped him become an expert in Cost control, budgeting, creativity but most importantly team building, mentoring and growth. Craig has always been fascinated with numbers, finance, P&L, and cost effectiveness. These factors have led Craig to take on the role of Chief Operating Officer for Inverted Ventures and he is currently responsible for leading the research team on early-stage venture capital investments and cryptocurrency portfolio development.

21:32

His Journey As Angel Investor and What He Looks For In A DD report with Norman Boone
2024/01/31 • 3 views Norman is an experienced leader, entrepreneur and an active angel investor. He founded and successfully sold two companies—one a financial advisory firm and the other a software SaaS firm. A board member of many non-profit organizations, a university, and professional associations, he is also an author writing for the financial services industry, along with a variety of articles and columns. Norman is currently retired; and has his focus on consumer fairness, scaling of successful non-profits, and consulting non-profits.

15:02

Three Key Focus Area While Conducting Due Diligence Before Writing A Check with Rob Neville
2024/01/31 • 1 views Robert is an innovative and entrepreneurial business executive with extensive operational and development experience spanning more than 25 years across a number of sectors, including the life sciences industry, software and healthcare IT. He currently serves as managing director at Springbok Ventures, a firm providing capital and guidance to early-stage businesses. Prior to Springbok Ventures, Rob successfully led Savara, Inc. as CEO since co-founding the company in 2008 and notably, has attracted into Savara one of the largest historical amounts of investment capital from non-institutional private investors. Savara was listed on NASDAQ in 2017. Prior to co-founding Savara, Rob founded and served as CEO at Evity, Inc., a developer of web-based applications, which he subsequently sold to BMC Software, Inc. Based on his work at Savara and Evity, Rob was honored as a three-time finalist for the Ernst & Young Entrepreneur of the Year award, wining the life science award in 2018. He has served as a member of the Board of Directors on the Austin Chapter of the Cystic Fibrosis Foundation and currently on the non-profit board of the Forward Foundation.

20:56

Beyond The Hype: Investing in Cryptocurrency & Blockchain with Jonathan Manzi
2024/01/31 • 2 views Jonathan Manzi is the CEO and co-founder of Beyond Protocol, the company developing a ‘new internet’ based on a universal platform that enables inter-device communication. He is considered a global expert in frontier technology, specializing in building multiple successful businesses in divergent industries. Prior to Beyond, Manzi dropped out of Stanford University, where he presided as the Chair of Entrepreneurship and co-founded a non-profit for youth entrepreneurship. Manzi has spoken extensively around the world about the implications of technology for the future of humanity, at events such as the G20 Summit, the St. Petersburg International Forum, and the Ambrosetti Forum.

50:54

Manage risk or it will manage you with Rai Chowdhary
2024/01/31 • 2 views Rai Chowdhary is an entrepreneur, coach, inventor, and an author. Now growing his 8th startup – he is the founder and CEO of The KPI System focused on enabling Performance Improvement with a client list that spans from startups to established Fortune 50 companies across the world.

1:01:27

SMART Cap Tables
2024/01/31 • 8 views

19:31

Early Stage Investing and Funding Opportunities with Robert Tucci
2024/01/31 • 4 views Rob has been active in early stage investing since 2007. He has been a Managing Director of the Texas Halo Fund series since 2012 and formerly Chair, Life Sciences at the Houston Angel Network for five years. Rob oversees THF’s national Life Science investment portfolio, as well as supporting the Houston Life Science eco-system. He is a regular judge, panelist and speaker at various university and venture capital events. He is also an entrepreneur as founder of Yardley Group, LLC, an active chemical development and export business serving the metals mining industry in South America. Rob serves on the Board of Directors and as a Board Observer for many startup life science companies. Rob holds degrees in chemistry and business and resides in Houston with his physician wife.

24:53

Recent Developments In Term Sheets with Mike Volker
2024/01/31 • 7 views Michael Volker is an angel investor and entrepreneur. He is chairman of WUTIF Capital - the Western Universities Technology Innovation Fund - an "angel" fund for start-ups. Mike manages the Vancouver Angel Network, VANTEC and the Vancouver Chapter of the Keiretsu Forum. He's also a director and past-Chairman of New Ventures BC - an annual business competition. In 2009, Mike was named Canadian Angel Investor of the Year by the National Angel Capital Organization (NACO) as well as B.C. Angel of the Year by the B.C. Angel Forum. As a University of Waterloo grad, Mike started his own company (Volker-Craig Ltd, a manufacturer of video display systems) in 1973 and took it public in 1981. From 1996 to 2015, he was Executive director of Simon Fraser University’s Innovation Office. Prior to that, he was Executive Director and then Chairman of the BC Advanced Systems Institute (now known as the BC Innovation Council). He’s also a former director, and founding member, of the National Angel Capital Organization and chair of its Policy Committee. He served on Canada’s Auditing and Assurance Standards Oversight Council. Mike was chairman of the Vancouver Enterprise Forum for several years. He is a director of several companies.

15:44

Managing Risks As An Angel Investor with Mark Pace
2024/01/31 • 4 views Mark has been in tech for over 2 decades. As an entrepreneur, he co-founded and exited a SaaS start-up during the first dot-com boom. Always passionate about disruptive technology and seeking out green-field projects Mark has been involved with a number of "firsts" in the industry - digital music video producer for LooseGroove Records, co-producer of internet "audio broadcasts" from the Paramount Theater and the Showbox, founding member of the special projects launch team for MSNBC joint venture, founding member of MSN Mungo Park, founding member of the Application Consulting, and Engineering (ACE) team an internal cybersecurity group at Microsoft. Most recently Mark was instrumental in the successful development and deployment of OmniBallot Tablet an off-the-shelf HAVA compliant, accessible ballot marking device enfranchising voters with disabilities. OmniBallot Tablet has been deployed in over 1000 elections. Mark has worked and consulted for Microsoft, Amazon, Qwest Communications, Fluke Networks, Xerox, many SMBs, and multiple Legal Aid clinics across the country. Mark is currently the Chief Security Officer for Democracy Live and security consultant for Web3 start-ups.

22:04

The Science Behind Term Sheets with Mark Girouard
2024/01/31 • 6 views Mark is the CEO and Founder of Stage Right Ventures, an Advisory, Investment, and Technology Firm focused on building high quality companies with a successful divestment plan. His extensive background in corporate finance and transaction services uniquely positions him to provide expertise and advocacy for entrepreneurs and investors. His exclusive approach drives clients to build enterprise business value, robust financial models, integrated solutions, and profitable transactions. Mark has an MBA in Finance from Boston College and a BA in International Studies from the University of North Carolina at Chapel Hill. He has a history of applying exceptional insight to diverse situations through his extensive client work, investment work, and employment experience. Mark's career has provided him with an expansive set of skills ranging from treasury operations at Pier 1 Imports to global real estate strategy for Verde Realty, a large Real Estate Investment Trust (REIT), and Valuation /M&A Advisory with Synergy Financial Management, an integrated Wealth Management firm. Mark founded Stage Right Ventures to meet the growing needs of the lower Middle Market and provide unique guidance to clients making successful transitions across a wide variety of industries and complex situations.

20:19

Best Practices For Angel Investors with Troy Niehaus
2024/01/31 • 4 views In his role at Bernstein, he advises ultrahigh-net-worth individuals and families. As a former tech start-up owner and prior president of a hardware manufacturer, he particularly enjoys working with entrepreneurs. He understands the psyche of a business owner and the contributions they make to our economy and community.

18:25

Diving Into Cap Tables and Term Sheets with Karen Howlett
2024/01/31 • 8 views Karen Howlett has been an active member of Keiretsu Northwest since 2018. She has experience as a corporate executive and entrepreneur, involved in the buying and selling of dozens of businesses. She has participated in several due diligence reports and is currently working as CFO for one of her investments and Keiretsu Capital company – Joylux Inc. Karen has been a member of the Term Sheet committee since the very first in-person meeting and will be speaking this week regarding cap tables and term sheets.

12:12

Best Practices That Angel Investors Should Follow
2024/01/31 • 0 views

17:19

The Four Pillars of Being a Keiretsu Member
2024/01/31 • 8 views What are the benefits of joining Keiretsu Forum’s angel investor community? Quite a few! As an exclusive member, you'll get global access to over 50 chapters and 3,000 members! Join monthly forums to scout new companies, make new connections, access proprietary deal flow and syndication opportunities, and get access to research and due diligence support, and more. We will help you diversify your portfolio and make angel investing more sustainable. Join to see how you can be part of the most active global angel investor community: https://tinyurl.com/ycyz5za4

20:34

Do Magic With Your Investments with Rai Chowdhary
2024/01/31 • 5 views Rai Chowdhary is an entrepreneur, coach, inventor, and an author. Now growing his 8th startup – he is the founder and CEO of The KPI System focused on enabling Performance Improvement with a client list that spans from startups to established Fortune 50 companies across the world.

49:30

Keiretsu Tax Academy : R.D. Barnett
2024/01/31 • 2 views Unlock Tax Insights with R.D. Barnett at Keiretsu Forum Tax Academy! Join us as we delve into crucial tax strategies and expert guidance to optimize your investments. Don't miss this opportunity to enhance your financial acumen!

15:50

How to Pick Winners In Life Sciences with Dr. Christian Apfel
2024/01/31 • 7 views Dr. Chris Apfel is the founder and CEO of SageMedic Corp., an early-stage clinical diagnostics company to assist oncologists in selecting the most effective treatment for their patients. Prior to starting SageMedic, he was a Professor in the Department of Anesthesia at UCSF, where he worked as a clinician and led the Clinical Research Core. Dr. Apfel is a nationally and internationally known authority on designing, conducting, and publishing highest quality clinical trials with thousands of patients that have changed medical practice with over 100 peer-reviewed publications. Most notable, he developed the “Apfel Score,” a standard tool that is now used in clinical practice world-wide. He also teaches clinical trial design as an Adjunct Associate Professor at UCSF and is the Chair of the Life Science Committee at the Keiretsu Angel Investment Forum and a member of Life Science Angels in the Bay Area. Dr. Apfel is a California licensed physician with 20+ years of clinical experience in anesthesiology, critical care medicine, and emergency medicine. He received his medical degree (MD) and his doctoral degree (PhD equivalent) from Justus-Liebig-Universität Giessen, Germany, and his Master of Business Administration (MBA) from the Wharton School of Business, University of Pennsylvania, PA.

23:56

Economic Outlook 2022
2024/01/31 • 2 views "Gain Exclusive Insights into the Economic Outlook for 2024 with Troy Niehaus at Keiretsu Academy! Explore key trends, forecasts, and strategies to navigate the evolving landscape. Don't miss out on this essential discussion to stay ahead in your investment journey

18:27

The Journey from Entrepreneur to Angel Investing with Vlad Tucakov
2024/02/02 • 5 views Mr. Tucakov is the co-founder of Point Grey Research (acquired by FLIR in 2016 for US$253M), a leader in the design & manufacturing of high-performance digital cameras, with over 300 employees & offices in Canada, USA, Germany, Japan, China, & Italy. He was responsible for 3D CAD design, sales & marketing, manufacturing, finances, business development & ultimately the role of the CEO.

14:53

Key Insights for Successful Investing with Praveen Varshney
2024/02/02 • 26 views Praveen Varshney, Principal of Varshney Capital Corp. since 1991, is a trailblazer in Vancouver's financial landscape. A dedicated advocate for social impact, he serves as a Founding Director for Pyfera Growth Capital and Humanitas Smart Planet Fund. Active in entrepreneurial circles, Praveen has been a member of the Vancouver Chapter of EO since 1996 and a founding Director of TiE Vancouver since 2000. His extensive portfolio includes roles as Co-Founder, Director, or Officer in notable companies like Mogo and Little Kitchen Academy, spanning both public and private sectors. Committed to community service, he contributes to charity boards, including The Vancouver Foundation and Foundations for Social Change. Praveen's accomplishments are underscored by prestigious recognitions, including Business in Vancouver's 40 Under 40 Awards and multiple listings in the Top 500 Most Influential Business Leaders in BC, specifically in Banking & Finance, Private Equity, Venture Capital & Hedge Funds.

21:59

Attracting A Strategic Buyer and Negotiating Sale
2024/02/21 • 2 views Paul Burgon from Exit Ventures explains how businesses can strategize their M&A or IPO plans well in advance and craft a path to a fruitful exit.

16:53

Exits Hidden Advantages of A Fully Remote Company - David Rowat
2024/02/21 • 2 views

23:20

Exits Why SAAS Buyers Buy (And What They Pay For) - Lowell Ricklefs
2024/02/21 • 3 views Early stage success has been built upon F500 discipline at Rockwell as Global VP Channels for Rockwell Automation ($3B) and Business Manager Rockwell Software ($100M) . I want to help great people accomplish great things at early to mid stage tech companies as an investor, board member, advisor or CEO. Specialties Driving scale quickly (Revenue, organization, platform, profit). High integrity, high energy, common sense leadership.

11:31

How to Invest In Startups and Make Predictable Returns - Hall Martin
2024/02/21 • 6 views Hall T. Martin is the Founder and CEO of the Texas Entrepreneur Network. He leads the largest crowdfunding portal in the state of Texas called the TEN Funding Portal. His funding programs have raised over $232M for startups and growth companies in Texas. Mr. Martin founded the Texas Venture Growth Forum event series focused on fostering Series B and later stage funding for Texas growth companies.

14:33

Keys To the Gate Angel Investing for Social Impact - Marissa Wright
2024/02/21 • 3 views

16:18

The Best Advice Startups Will Never Follow - Dave Berkus
2024/02/21 • 4 views Dave Berkus is a noted speaker, author and early stage private equity investor. He is acknowledged as one of the most active angel investors in the country, having made and actively participated in over 180 technology investments. He currently manages Wayfare Ventures, LLC, a venture fund for the travel industry, as well as two angel VC funds (Berkus Technology Ventures, LLC and Kodiak Ventures, L.P.) and is Managing Director of three Tech Coast Angels ACE Funds (TCA). Dave is past Chairman of TCA, one of the largest angel networks in the United States.

12:02

What I Wish I Knew Before Starting Investing - Bill Powell
2024/02/21 • 5 views Bill Powell is an experienced investor and entrepreneur focused on early-stage startups. He is a Managing Director at Black Lab X based in Boulder, Colorado. BLX is a venture ecosystem dedicated to entrepreneurs addressing problems around “the human” using first principles thinking. Investment themes include vitality, consciousness, community, and the environment. Before joining BLX, he was a Managing Director with Stadia Ventures, a global sports tech accelerator & early-stage venture fund, where he remains on the board. Previously, he was Director of International Private Equity at AMG National Trust Bank with responsibility for management of international private equity and renewable energy funds. Prior to that he was active in several technology startups in Stockholm, Sweden. He began his career in 1993 at Deutsche Bank North America in New York City. Bill holds bachelor’s degrees in Political Science and French from Kenyon College; a MA in French from Middlebury College; and Intl. MBA and MS Finance degrees from the University of Denver. He has been an Executive in Residence for DU since 2019, and in 2020, he became an adjunct professor at the Daniels College of Business. When not busy with startups you can find him volunteering on nonprofit boards or hiking, fly-fishing & playing tennis with his family and friends.

16:24

Ten Mistakes of Risk Management - Rai Chowdhary
2024/02/21 • 1 views

16:37

Trick or Treat A Macro & Markets Review for 2022 - Troy Niehaus
2024/02/21 • 1 views Troy Niehaus is a Financial Advisor with Bernstein Private Wealth Management in the Seattle office. He advises ultrahigh-net-worth individuals and families on all aspects of wealth planning. As a former tech start-up owner, prior president of a hardware manufacturer, and GM of a software business, Troy particularly enjoys working with entrepreneurs. He understands the psyche of a business owner and the contributions they make to our economy and community. Prior to joining Bernstein in 2017, Troy was a director at Intellectual Ventures, where he sourced and managed intellectual property investments and client relationships. He has over 20 years’ experience leading engagements in the business world.

11:00

Tax Updates & Strategies for 2022 - Dean Barnett
2024/02/21 • 1 views Dean's career he focused on private companies that ranged in size and complexity; including everything from large family owned companies to newly funded technology start-ups. This provided Dean with a strong foundation for understanding the tax implications of young and mature operating companies. Prior to leaving PwC, Dean managed the tax compliance and consulting for a $6 billion open ended global fund. Clients relied on him to provide specialized compliance and consulting solutions that increased tax savings while mitigating risks. Today, Dean is combining those experiences to offer a unique skill set of services to like-minded entrepreneurs.

11:05

Family Office 101 - Overview - Kip Kolson
2024/02/21 • 0 views Unlock the World of Family Offices with Family Office 101 - Overview! Delve into the fundamentals of family offices and discover how they can supercharge your wealth management strategies. Join us for an informative session that will redefine your approach to financial planning!

8:45

Trends and Future Evolution of Family Office - Ron Diamond
2024/02/21 • 1 views Longtime investor and entrepreneur Ronald Diamond is the Founder and Chairman of Diamond Wealth. He represents over 100 Family Offices ranging in size from $250 million to $30 billion. Diamond Wealth invests in private markets (private equity, venture capital, real estate). In addition, Diamond Wealth has divisions that focus on philanthropy, wealth transfer, investment banking, social impact, and governance.

23:16

Company Board Roles, Composition and Compensation - Robert Padulo
2024/02/21 • 1 views For over 25 years as an executive, entrepreneur, investor, board member and consultant, Robert has served numerous organizations in a leadership capacity, always seeking better ways to do things. In the mid-1990s, he was a consultant at McKinsey & Company (where, among other things, he helped develop the innovative concept, principles and action steps of "CRM" — a business practice new to the world, and a name Robert coined), and was president of TapeLicator, Inc. (maker of a patented one-handed tape applicator). In 1999, Robert pioneered the online HR services industry by founding iWorkwell, Inc. — the quality leader in HR information, guidance & tools — which he led as President for 17 years. He is now a professional angel investor and advisor, and currently serves on Keiretsu Capital's 5-person Investment Screening Committee for Co-Investment Funds IV and V and in its "Senior Advisor Network."

15:39

Company Board Types, Functions, Roles and Importance - Mary Jo Potter
2024/02/21 • 1 views Mary Jo Potter has been an active entrepreneur and investor for 30 years. Having sold a business to McGraw Hill, she became active in Angel Investing in Chicago, and upon moving to the bay area, she joined Keiretsu Forum. She has invested in a variety of entities, but is now focused on the healthcare sector. Mary Jo is also on the investment committee of Keiretsu Forum. Mary Jo has held executive positions with BDC Advisors, Highperlink, Sibson and Omega Performance. Her clients have included Kaiser, Partners, Trinity Health, WEBMD, Sutter, and Genentech. She has held or is currently on many boards, including CHW/Dignity, CHI, Christus, UC School of Public Health, Hope unlimited in Brazil, Compli, and Les Concierges. She has a Bachelors from Siena Heights university, a Masters from Northwestern University, and has done an Executive program at Stanford. In her ‘spare” time, Mary Jo enjoys tennis, cooking, travelling wherever airplanes fly, and working with disadvantaged young people.

22:13

Corporate Governance Is It A Tax Or An Asset - Bill Powell
2024/02/21 • 6 views Bill Powell is an experienced investor and entrepreneur focused on early-stage startups. He is a Managing Director at Black Lab X based in Boulder, Colorado. BLX is a venture ecosystem dedicated to entrepreneurs addressing problems around “the human” using first principles thinking. Investment themes include vitality, consciousness, community, and the environment. Before joining BLX, he was a Managing Director with Stadia Ventures, a global sports tech accelerator & early-stage venture fund, where he remains on the board. Previously, he was Director of International Private Equity at AMG National Trust Bank with responsibility for management of international private equity and renewable energy funds. Prior to that he was active in several technology startups in Stockholm, Sweden. He began his career in 1993 at Deutsche Bank North America in New York City. Bill holds bachelor’s degrees in Political Science and French from Kenyon College; a MA in French from Middlebury College; and Intl. MBA and MS Finance degrees from the University of Denver. He has been an Executive in Residence for DU since 2019, and in 2020, he became an adjunct professor at the Daniels College of Business. When not busy with startups you can find him volunteering on nonprofit boards or hiking, fly-fishing & playing tennis with his family and friends.

18:45

What to do when things go wrong - Volker Huther
2024/02/28 • 4 views

13:09

A CEOs Perspective On What to Do When Things Go Wrong - James Wagoner
2024/02/28 • 1 views

11:23

A CEO's Perspective On What to Do When Things Go Wrong - Erin Rothman
2024/02/28 • 2 views

21:30

Failure Types, Preventing Failures and Strategies For When Things Go Wrong - Mark Girouard
2024/02/28 • 1 views

27:52

What to Do When Things Go Wrong - Mark Neuhausen
2024/02/28 • 3 views

16:04

How to Invest In Battery Technology - James Wagoner
2024/02/28 • 6 views

19:14

Impact of Angel Investing
2024/02/28 • 1 views Delve into the dynamic world of angel investing with Keiretsu Forum's seasoned investors and members. Join our engaging discussion as we explore the transformative impact of angel investing and uncover valuable insights together.

28:24

Relationship Between Impact of Angel Investing & Impact Angel Investing - David Katz
2024/02/28 • 4 views

32:23

His Experience As An Investor - Bob Crimmins
2024/02/28 • 5 views

24:49

Cap Tables 101 - Howard Lubert
2024/02/28 • 1 views

14:34

Capitalization Tables & Dilution For Early-Stage Tech Companies - Gordon Skene
2024/02/28 • 1 views

27:31

Capitalization Tables Dilution & Ownership Claim 2.0 - Mark Girouard
2024/02/28 • 2 views

18:57

Understanding Capitalization Tables - Kelley Bontemps
2024/02/28 • 2 views

27:38

Everything Investors Want To Know About IP But Are Afraid To Ask - Adam Philip
2024/02/28 • 1 views

16:47

Intellectual Property Strategies for Early-Stage Companies - Matt Moyers
2024/02/28 • 3 views Matt Moyers is Managing Director at HighTech-Solutions. He leads the company’s financial advisory practice, which focuses on IP strategy, valuation, and corporate finance. Mr Moyers is a registered Investment Banker with the Financial Industry Regulatory Authority and has 20 years’ experience providing financial advisory services. Mr Moyers specializes in capital raises, M&A transactions, IP brokerage and business enterprises and intangible asset valuations. He has served clients in industries such as consumer devices, semiconductors, automotive, software, cloud, blockchain, sensors, Internet of Things, wireless communications, medical devices and oil and gas.

22:47

True Value of Patents- Insights for Investors & CEOs - Robert Aronoff
2024/02/28 • 7 views Mr. Aronoff is Managing Partner and Founder of Pluritas, a leading Intellectual Property advisory and transaction firm headquartered in San Francisco, California, USA. Mr. Aronoff brings more than 25 years’ experience serving Fortune 500 companies, business strategy and technology consulting firms and leading small-cap public companies. He has worked as a manager of products, technology and technology strategy at Sun Microsystems (now part of Oracle), Eastman Kodak, Microsoft, Coopers & Lybrand and Peat Marwick. He provides clients with insight into what facilitates and impedes IP asset values, in addition to strong negotiating skills and contacts.

2:17:45

DD Angel Investing & Due Diligence
2024/02/28 • 4 views "Plunge into the intricacies of due diligence in the realm of angel investing with Nate Fus, our Due Diligence Director, and Claire Dillow, our Events Director. Gain comprehensive insights into due diligence and its paramount importance

16:26

Bringing More Black Women to Center of Tech Innovation - Esosa Ighodaro
2024/02/29 • 1 views

11:46

Co-Diversity, Equity and Inclusion In Angel Community - Eli Velasquez
2024/02/29 • 1 views

15:46

Embracing Diverse Leadership Inclusive of LGBTQIA+ Leaders - Lorenzo Thione
2024/02/29 • 1 views

18:43

Journey As A Black Woman Founder Focused on Social Issues - Teri- Nichelle Bradley
2024/02/29 • 1 views

28:29

Mindshare Training and Informational
2024/02/29 • 22 views The Mindshare Informational Meeting helped investors understand the group’s rationale and dynamics. Brianna McDonald outlined the various benefits – including: peer-to-peer learning, deeper relationships with members, getting integrated into the community, and a close look at investments.

20:25

Diversification and Balance in Investment Portfolio - Troy Niehaus
2024/02/29 • 1 views Troy Niehaus is a Financial Advisor with Bernstein Private Wealth Management in the Seattle office. He advises ultrahigh-net-worth individuals and families on all aspects of wealth planning. As a former tech start-up owner, prior president of a hardware manufacturer, and GM of a software business, Troy particularly enjoys working with entrepreneurs. He understands the psyche of a business owner and the contributions they make to our economy and community. Prior to joining Bernstein in 2017, Troy was a director at Intellectual Ventures, where he sourced and managed intellectual property investments and client relationships. He has over 20 years’ experience leading engagements in the business world.

25:43

Diversification and Portfolio Returns for Angels - Nathan McDonald & Nathan Foos
2024/02/29 • 3 views Nathan McDonald is a Managing Partner and CEO of Keiretsu Capital. Nathan brings a unique entrepreneurial business and organizational development background developed during many years of hands-on, active leadership and operational experience. As one of the Northwest's leading organizers of entrepreneurial and investor relations-focused media and funding events, he has facilitated scores of engagements and successfully promoted hundreds of privately financed high-growth companies.

18:21

Diversification Is Your Only Safety - Craig Martin
2024/02/29 • 7 views

22:27

Importance of Balance in Term Sheets - Byron Mccann
2024/02/29 • 3 views

23:06

Term Sheet Positioning - Howard Lubert
2024/02/29 • 2 views

21:29

Using Term Sheets To Make Better Investment - Arthur Goldman
2024/02/29 • 3 views

26:53

Evaluating Valuation for Startups - Robert Padulo
2024/02/29 • 1 views

24:40

Ten Valuation Tips To Build Investor Momentum - Nathan McDonald
2024/02/29 • 4 views Nathan McDonald is a Managing Partner and CEO of Keiretsu Capital. Nathan brings a unique entrepreneurial business and organizational development background developed during many years of hands-on, active leadership and operational experience. As one of the Northwest's leading organizers of entrepreneurial and investor relations-focused media and funding events, he has facilitated scores of engagements and successfully promoted hundreds of privately financed high-growth companies.

14:24

Valuation - Using Venture Capital Methods - Michael Grenier
2024/02/29 • 3 views

54:07

Keiretsu Tax Academy 2021
2024/02/29 • 1 views

20:15

Build an effective Innovation Team - Patty Beach
2024/02/29 • 0 views Patty is the founder of LeadershipSmarts, a consulting firm that transforms managers into creative leaders that build “teams on fire that never burn out.” Her approach to leadership development evolved over twenty years of designing award-winning programs for companies, universities, nonprofits, and government agencies.

18:18

How to Build A Strong Innovative Team - Merom Klen
2024/02/29 • 3 views Merom Klein PhD is a business psychologist with 30+ years of experience advising leadership teams to PowerUP Brilliance and profit from innovation. He is an expert on showing business and public agency leaders how to build courage to overcome adversity, accelerate strategy-execution and thrive in complex and turbulent business conditions

20:58

Leadership, Presence, Power and Communication - Ann Marie
2024/02/29 • 0 views

2:09

7 Key Benefits Keiretsu Forum Members Enjoy
2024/03/01 • 9 views A look at why Keiretsu Forum Northwest and Rockies members gain from their association with the world’s largest investment network.

1:16

Why Members Love Keiretsu Forum
2024/03/01 • 3 views Deal flow, great events, and the chance to give back to the community. What are the reasons behind our members love for us! Tune in.

17:55

February 2024: Membership Informational
2024/03/07 • 95 views What are the benefits of joining Keiretsu Forum’s angel investor community? Quite a few! As an exclusive member, you'll get global access to over 50 chapters and 3,000 members! Join monthly forums to scout new companies, make new connections, access proprietary deal flow and syndication opportunities, and get access to research and due diligence support, and more. We will help you diversify your portfolio and make angel investing more sustainable. Join to see how you can be part of the most active global angel investor community: https://tinyurl.com/ycyz5za4

1:03:20

Getting Back to Basics (Lessons Learned as an Early-Stage Investor ) - Brianna McDonald
2024/03/13 • 16 views Explore the realities of early-stage investing from Brianna McDonald and go beyond the hype and glamour portrayed in the media. The private and venture capital market correction this last year serves as a reminder that early-stage investing is more than chasing unicorns; it demands expertise, experience, and dedicated effort to help founders build successful businesses.

9:01

Lessons from Building the LINQTO Rocket Ship with Bill Sarris
2024/03/28 • 7 views

14:37

The Path to possible - Vertical Innovation with Katherine Hill Ritchie
2024/03/28 • 5 views Katherine has 22 years of finance and alternative investment experience in venture capital, private equity, and hedge funds. Katherine has worked for eight family offices and 4 Billionaires. Her work has expanded to advising companies and funds on their investments, due diligence, operations, fundraising, and strategy. Katherine is currently the senior director of venture funds at TEDCO, a board member and advisor at Nottingham Spirk Family Office, the investment committee for University Impact, and the head of the investment committee for Beyond Impact, Fund II. She is an early-stage Angel Investor, board member of Citrine Angels, and she likes to focus on female and diverse founders, sustainable blue and green technologies, and impact-related companies.

19:46

The Future of Microsoft AI Co Pilot with Matt Hester
2024/03/28 • 5 views

27:39

Angel Market Outlook 2024 with Ronald Weissman
2024/03/28 • 16 views Ronald is Chairman of the Angel Capital Association, North America’s principal organization for professional angel investors. He is also Chair of the Angel Capital Association and is the author of the ACA’s official courses on Early-Stage Boards of Directors and of Managing and Mitigating Angel Investor Risks.

7:13

Lessons Learned from Five Generations of Entrepreneurship & Investing with Constance H Morgan
2024/03/28 • 2 views Constance A. Morgan is a highly accomplished professional with a background in finance, fashion, art, design, show production, financial technology, and alternative investment. With a strong foundation in financial stewardship and a keen entrepreneurial spirit, Constance has made significant contributions to publishing, advisory services, and executive leadership. Constance is proud to come from a family of bankers, including her husband, John A. Morgan, an accomplished investment banker, and her father-in-law, Henry Sturgis Morgan, the esteemed founder of Morgan Stanley. Her family's strong banking legacy further nurtured her passion for finance and investment. This family heritage instilled in Constance a deep understanding of the financial industry and a commitment to upholding the highest standards of excellence and integrity.

21:26

Blockchain Investing for the NextGen with Matthew Le Merle
2024/03/28 • 1 views Matthew Le Merle is Managing Partner of Blockchain Coinvestors. He is also a Managing Partner of Keiretsu - the most active early-stage venture investor backing over 300 companies a year. Launched in 2014, Blockchain Coinvestors' vision is that digital monies, commodities, and assets are inevitable, and the world's financial infrastructure must be upgraded. Our mission is to provide broad coverage of the emerging unicorns and fastest-growth blockchain companies and crypto projects. Our funds rank in the top decile amongst all their respective categories on Pitchbook and Preqin. Headquartered in San Francisco and with a presence in Grand Cayman, London, New York, Zug, and Zurich, the alternative investment management firm was co-founded by Alison Davis and Matthew Le Merle.

17:11

The Diligence & Expertise to Scale & Exit with Mick Wiskerchen
2024/03/29 • 13 views Mick brings over 25 years of broad industry and technical expertise through his Executive positions in Fortune 100 Start-Up Companies to IPOs. Mick held positions at Micron Technology, ClickBank, The Boeing Company, and AT&T Wireless (IPO) and helped aggressively scale many early to mid-stage companies as a Founder, CEO, COO, CGO/CRO, and as a Strategic Advisor both FT or Fractionally with five exits an IPO, and over a dozen plus M&A events. Mick is now the Co-Founder of a high-end boutique consulting firm, Scale Navigators, which uses these same principles and learnings to scale growth companies aggressively and enterprises to notable exits and or fantastic growth stories. He works directly with many family offices, angel investors, VCs, PE firms, and direct companies, and he is hungry to get to the next level and beyond.

8:47

NextGen Family Office Investment Trends with Ron Diamond
2024/03/29 • 7 views Ronald Diamond is the Founder and Chairman of Diamond Wealth. He represents over 100 Family Offices ranging in size from $250 million to $30 billion. Diamond Wealth invests in private markets and has divisions focusing on philanthropy, wealth transfer, investment banking, social impact, and governance.

18:31

NextGen Family Office Panel
2024/03/29 • 6 views Amanda Reed: Amanda Reed is the Chief Investment Officer of Loeb Enterprises, the family office of Michael Loeb and Rich Vogel. In this role, she works closely with Michael and Rich to create new companies in-house and lead direct and fund investment activities. The principals of Loeb Enterprises have created five unicorns to date, with a current portfolio of 25+ active companies ranging in value from pre-seed to pre-IPO. Craig D'Cruze: Craig D'Cruze is a multi-faceted entrepreneur with an outstanding track record analyzing and operating large businesses. Before overseeing conferences and restaurant operations as executive chef of the University of Calgary, Craig was the Executive Sous Chef for Marriott Hotels, where Craig consulted underperforming venues around North America to lead positive changes and growth. In 2020, Craig joined Inverted Ventures to lead Inverted Group's due diligence team, and his outstanding performance led to his establishment of Inverted Group's early-stage venture capital business, which he leads to this day. Craig's exceptional natural skills in mathematics, research, and pattern analysis make him perfect for leading Inverted Ventures as the Chief Operating Officer.

28:04

Family Office Investment Outlook Panel
2024/03/29 • 0 views Ronald Weissman: Ron is Chairman of the Angel Capital Association, North America's principal organization for professional angel investors. He is the author of the ACA's official courses on Early-Stage Boards of Directors and Managing and Mitigating Angel Investor Risks and has been an active member for the past sixteen years. Ron invests in AI, analytics, business software, and health IT systems. He spent seventeen years as a partner at Apax Partners, a global VC/PE firm, where he focused on technology investing and cross-border investing across Apax's investment teams in the US, Europe, the UK, and Israel. Ron is also Chair of the Software Interest Group at the Band of Angels, Silicon Valley's oldest angel group. Katherine Hill Ritchie: Katherine has 22 years of finance and alternative investment experience in venture capital, private equity, and hedge funds. Katherine has worked for eight family offices and 4 Billionaires. Her work has expanded to advising companies and funds on their investments, due diligence, operations, fundraising, and strategy. Katherine is currently the senior director of venture funds at TEDCO, a board member and advisor at Nottingham Spirk Family Office, the investment committee for University Impact, and the head of the investment committee for Beyond Impact, Fund II. She is an early-stage Angel Investor, board member of Citrine Angels, and she likes to focus on female and diverse founders, sustainable blue and green technologies, and impact-related companies. Martin Tobias: Martin Tobias is the Managing Partner and Founder of Incisive Ventures, an early-stage venture capital firm focused on investing in the first institutional round of technology companies that reduce friction at scale. Martin was previously at Accenture and Microsoft and is a former Venture Partner at Ignition Partners. Martin is a 3X venture-funded CEO raising over $500M as CEO with two IPOs who has also invested in hundreds of companies and is a limited partner in over a dozen VC funds. Reg Athwal: Reg is part of a multi-generational family business legacy started by his Grandfather in 1919 in Punjab-India, and is the Executive (G3) Chairman of its Single Family Office (TAO Legacy Holdings), based out of Dubai & London. He has guided the family to build 15 start-ups over 33 years, with 4 successful exits and 1 current unicorn in the portfolio. TAO Legacy has collaborated with 208 UHNW Family Business Conglomerates & Single Family Offices over 22 years, generating $12b+ in Revenue Growth & Equity Value. Reg is most passionate about Building Legacies & Communities that can transform lives and impact humanity.

52:54

March 2024: Presentation Training
2024/04/09 • 2 views Struggling to pitch your company and attract investors? Watch this video to learn how to articulate a CLEAR value proposition that hooks investors! Brianna McDonald has seen thousands of startup pitches over 14 years and knows what works and what flops. She'll give you the inside scoop on how to articulate your company's value so investors immediately see the potential. You'll get proven skills to showcase your competitive advantage, market traction, and business model compellingly. Nail your next fundraising round and get the capital you need to scale up. Don't waste more time pitching blindly. Learn how to craft a winning value proposition for investors! You can learn about our process and can fill the application form here: https://tinyurl.com/ywy6nhfa

13:15

Beyond Carbon Zero with Dr. Emmanuel Kasseris
2024/04/09 • 21 views Dr. Kasseris is the CEO and co-founder of Emvolon, an MIT spin-off revolutionizing chemical manufacturing by using automotive internal combustion engines as miniature chemical plants. He has more than 15 years of experience in the energy sector. As a research project manager for Chevron, ConocoPhillips and MIT, Dr. Kasseris has led several new energy technologies from concept to laboratory prototype and eventually full-scale pilots. An internal combustion engine expert, Dr. Kasseris has worked on fossil fuel/combustion, renewable power generation technologies and energy storage. Additionally, Dr. Kasseris has worked extensively as an energy systems strategic advisor in both transportation and power generation. His work has been cited by the DOE, EPA and NSF and used in expert testimonies to congress. Dr. Kasseris holds a Ph.D. and M.Sc. from MIT in Mechanical Engineering. He is the inventor of five US Patents and the author of nine publications with over 1000 citations.

33:58

Due Diligence Informational Meeting
2024/04/19 • 32 views

17:26

Flipping the switch in Rural America with Helen Whiteley & W. Mondale Robinson
2024/04/26 • 0 views Helen Whiteley is an award-winning professional with 25+ years of marketing and policy experience. She is the founder of the Benecomms creative agency scaling marketing for climate tech startups. She is also the founder of Women+ in Climate Tech, an organization that advocates for diversity in climate tech for a just transition. W. Mondale Robinson was raised as one of thirteen children in Enfield, in abject poverty. After serving in the U.S. Marine Corps, he founded WMR Consulting, and the Black Male Voters Project to increase Black men’s participation in electoral politics. Mondale is the mayor of Enfield. He defeated an incumbent by more than 53% points, becoming the youngest mayor in the town’s history.

43:44

April 2024: Due Diligence Informational Meeting
2024/04/29 • 5 views Witness the power of collaborative due diligence with Keiretsu Forum, where investors and companies unite. Leverage collective expertise to streamline the process, reducing workload and enhancing insights. Data shows 40+ hours of diligence can boost returns by 7x—imagine the possibilities when many hands make light work. Join us to maximize opportunities and drive mutual success.

14:01

April 2024: Membership Informational
2024/04/29 • 1 views What are the benefits of joining Keiretsu Forum’s angel investor community? Quite a few! As an exclusive member, you'll get global access to over 50 chapters and 3,000 members! Join monthly forums to scout new companies, make new connections, access proprietary deal flow and syndication opportunities, and get access to research and due diligence support, and more. We will help you diversify your portfolio and make angel investing more sustainable. Join to see how you can be part of the most active global angel investor community: https://tinyurl.com/ycyz5za4

2:40

March 2024 : Investor Capital Expo Highlight video
2024/04/30 • 22 views

45:57

Term Sheets & Corporate Transparency Act with Joe Wallin
2024/05/08 • 10 views Prepare to master the art of deals by tuning into the Keiretsu Academy for an exclusive session featuring Joe Wallin. In this session, Wallin will unveil insider secrets pertaining to Term Sheets and the Corporate Transparency Act.

16:12

May 2024 : Membership Informational
2024/05/22 • 54 views What are the benefits of joining Keiretsu Forum’s angel investor community? Quite a few! As an exclusive member, you'll get global access to over 50 chapters and 3,000 members! Join monthly forums to scout new companies, make new connections, access proprietary deal flow and syndication opportunities, and get access to research and due diligence support, and more. We will help you diversify your portfolio and make angel investing more sustainable. Join to see how you can be part of the most active global angel investor community!

58:23

May 2024: Presentation Training
2024/05/22 • 59 views Struggling to pitch your company and attract investors? Watch this video to learn how to articulate a CLEAR value proposition that hooks investors! Brianna McDonald has seen thousands of startup pitches over 14 years and knows what works and what flops. She'll give you the inside scoop on how to articulate your company's value so investors immediately see the potential. You'll get proven skills to showcase your competitive advantage, market traction, and business model compellingly. Nail your next fundraising round and get the capital you need to scale up. Don't waste more time pitching blindly. Learn how to craft a winning value proposition for investors! You can learn about our process and can fill the application form here: https://tinyurl.com/ywy6nhfa

15:41

“Keys to Building Successful Investing Relationships” with Steffi Berg Baker
2024/06/06 • 5 views Steffi Berg Baker, founder of HNWWI, is a pioneering figure in the family office sector, dedicated to delivering practical and tactical financial education. Growing up as the eldest of three girls in a northern suburb of Milwaukee, Steffi experienced the unique challenges of being biracial in the 70s and 80s. Her mother is white, and her father is Black, a background that enriched her perspective and resilience. Her passion for travel and exploration led her to Pomona College in California after graduating from the University School of Milwaukee. Her journey then took her across the US before she pursued an MBA at Edinburgh Business School’s London campus in 2004. Entering the family office sector in 2008, Steffi identified a significant gap in financial education, especially for women. In 2020, she founded HNWWI to address these needs, focusing on helping individuals create and manage fulfilling, wealthy lives. Steffi's biracial heritage has shaped her into a symbol of harmony and unity, and she empathizes deeply with those who feel like outliers. She is committed to helping her clients achieve love, leverage, and legacy in their lives.

16:17

“Key Insights for Successful Investing” with Bill Powell
2024/06/06 • 15 views Bill Powell is a seasoned investor and entrepreneur, currently the co-founder and Managing Partner of Anthropy Partners Fund. Anthropy invests in convergent technologies that improve human physiology, mental acuity, community & environment. He has previously held roles at Black Lab X and Stadia Ventures as the Managing Director. Previously, he was Director of International Private Equity at AMG National Trust Bank with responsibility for management of international private equity and renewable energy funds. Prior to that he was active in several technology startups in Stockholm, Sweden. and Stadia Ventures, and was involved in several tech startups in Stockholm, Sweden. He started his career at Deutsche Bank North America in 1993. Powell also serves as an Executive in Residence for the University of Denver and an adjunct professor at the Daniels College of Business. In his free time, he enjoys outdoor activities and volunteering on nonprofit boards.

10:50

State of Utah Startup EcoSystem Panel with Paul Burgon, Ted Mcleer, James Kemp & Rick Merrell
2024/06/06 • 0 views

25:07

Cleantech progress & challenges, and areas for potential investment with Paul Burgon
2024/07/08 • 3 views Paul Burgon, the CEO of Vortechs Management is an operations and investment professional who has invested over $3 billion in almost 100 companies at high rates of return. He has spent his career in mergers and acquisitions, public and private investments, and managing small companies. Paul was Senior Vice President of Corporate Development at Steel Partners Holdings, a public holding company, and Director of Corporate Development at Danaher. At Steel Partners, Paul led 30 acquisitions and divestitures worth $1.4 billion. At Danaher, Paul led 50 transactions worth approximately $1.7 billion and helped create the current Danaher acquisition system, which was named one of the best in the country by Institutional Investor magazine. Paul currently serves on the Board of Trustees of Rocky Mountain University of Health Professions and serves on the Board of Directors of Wasatch Educational Inc, the parent company of Rocky Mountain University, where he is a lead independent director.

42:54

2024 Tax Update & Key Considerations for Angel Investors with Brian Parsons & Chris Cress
2024/07/08 • 6 views Brian Parsons and Christopher Cress, two financial experts with decades of experience share everything you must know about the latest tax updates for 2024 and how they impact your income.

1:47

Funding Tactics 101 with Andrew Maxey
2024/07/09 • 11 views Andrew Maxey is the CEO and co-founder of Vartega, a company that specializes in recycling carbon fiber to address advanced materials recycling challenges. Andrew has a strong background in mechanical engineering, having earned his degree from the University of Michigan. Before founding Vartega in 2014, he served as Vice President of Engineering at CO2Nexus, where he oversaw the design and development of clean technology solutions. In this video, Andrew emphasizes the three Ps (Passion, Patience, and Persistence) that help find like-minded people who will be invested in the company’s success.

1:03

Funding Tactics 101 with Christopher Chong
2024/07/09 • 8 views Christopher Chong brings over 30 years of executive experience in media, technology, and marketing. He is currently the principal consultant at INDSENTEC, where he focuses on delivering enabling technologies that support automation, digitization, electrification, and decarbonization for industries such as ports, mines, and public transportation. Previously, he served as the President & CEO of SST Wireless, a company specializing in the engineering, manufacturing, and distribution of industrial wireless sensor technologies for various applications. For the viewers Christopher shares the two points entrepreneurs must focus on before pitching their ideas and handling the response like a professional.

0:48

Funding Tactics 101 with Erica Lil
2024/07/09 • 3 views Erica Lill is a seasoned advisor, founder, and investor with over 25 years of experience advising CEOs and family offices, particularly in early-stage and crypto investing. As the Founder and CEO of Erica Lill & Company, Erica leverages her extensive background to assist families and startups with various aspects of development, including brand positioning, marketing, and capital introduction. Check out what Erica Lill says about this “type” of entrepreneur and their secrets to successful funding rounds.

1:10

Funding Tactics 101 with Joe Chin
2024/07/09 • 6 views Joe Chin is a seasoned entrepreneur and business leader with a diverse background in technology and finance. As the Co-Founder and CEO of Sparrow, he is leading a revolution in AI-driven motion analysis and coaching. He has three decades of experience and deep understanding of nurturing an idea from concept to a successful venture. Tapping into his entrepreneurial wisdom, Joe shares the importance of polishing your pitch to perfection, and keeping investors updated about your exciting achievements to generate interest.

1:39

Funding Tactics 101 with John Stachowiak
2024/07/09 • 4 views John Stachowiak is an accomplished senior executive with over 25 years of experience in finance and strategic management. His career highlights include serving as a three-time CEO and four-time CFO, demonstrating his expertise in leadership roles across various industries. More recently, John has been involved with React Mobile, a leader in hospitality employee safety devices, where he served as interim CEO and board member. Check out John’s insights on how a personal touch can transcend digital conversations and secure investor confidence.

2:25

Funding Tactics 101 with Mohannad Arbaji
2024/07/09 • 6 views Mohannad Arbaji is a prominent figure in the field of educational technology, currently serving as the Founder and CEO of ChalkTalk Solutions, a company focused on providing innovative educational solutions. Mohannad received the Undergraduate Teaching & Research Award (UTRA) from Brown University, where he co-authored significant research that contributed to the development of industry standards in oil and gas extraction. In this video, Mohannad talks about the power of warm intros and customized pitches that relate to particular investors.

10:12

"Keys to Building Entrepreneurial Team Resilience" with Susan Koch
2024/08/05 • 4 views Susan, a Canadian and US CPA, has 40 years of finance experience, including 25 years in early-stage clean tech. She has expertise in finance, venture deal structures, taxation, accounting, and diverse economic environments. Susan has held senior roles such as CFO and COO at Carbon Engineering (sold to Occidental), CFO at General Fusion, CFO at Vaperma, and VP Finance and CFO at Cellex Power (sold to Plug Power). She played a key role in raising $330M in venture funds and $150M in government grants. Susan's practical experience includes senior management, M&A, turnarounds, fundraising, team building, and corporate processes. Post-retirement from Carbon Engineering, she joined Rethink Climate as CFO and the board of BC Center for Innovation and Clean Energy.

23:56

"Lessons Learned from 25 Years of VANTEC Angel Network Investing - Keys to Building the EcoSystem" with Michael Volker
2024/08/05 • 14 views Mike Volker is an angel investor and entrepreneur. He is chairman of WUTIF Capital Inc - the Western Universities Technology Innovation Fund - an "angel" fund for start-ups. Mike founded the Vancouver Angel Network, VANTEC, and is co-president of the Keiretsu Forum's Vancouver Chapter. He's also a director and past-Chairman of New Ventures BC. In 2009, Mike was named Canadian Angel Investor of the Year by the National Angel Capital Organization (NACO) and B.C. Angel of the Year by the B.C. Angel Forum.

8:43

"The Fred Hutch Innovation Lab" with Evan Newell
2024/09/03 • 1 views Evan Newell is a Professor in the Vaccine and Infectious Disease Division at Fred Hutchinson Cancer Center, specializing in human T cell responses. He earned his B.S. in Immunology from McGill University and Ph.D. in Physiology from the University of Toronto, followed by a post-doc at Stanford University. His lab develops experimental and computational methods to identify biomarkers in infectious diseases and cancer. As Scientific Director of the Fred Hutchinson Innovation Lab (FHIL), he advances cancer immunotherapy research through new technologies.

12:16

"The State of AI" with Nandita Jaya
2024/09/03 • 4 views Nandita is a product strategy and growth leader focused on helping startups grow with Azure AI. She’s currently the technical lead for strategic startups program within Microsoft for Startups and has focused on all sorts of problems from GPUs to changing startup focus areas pre- and post- Generative AI ramp up. Prior to her stint at Microsoft, she was focusing on her business education to complement her background as an engineer in various hats. Nandita lives in Bellevue, roughly opposite this venue and loves writing poetry along with articles on AI.

25:37

"AI Investment Market Update" with Ronald Weissman
2024/09/03 • 4 views Ronald is Chairman of the Angel Capital Association, North America’s principal organization for professional angel investors. He is also Chair of the Angel Capital Association and is the author of the ACA’s official courses on Early-Stage Boards of Directors and of Managing and Mitigating Angel Investor Risks.

14:15

"Igniting the EcoSystem" with Michael Loeb
2024/09/03 • 8 views Michael Loeb, a serial entrepreneur, is currently the President and CEO of Loeb NYC, a private venture investor, and start-up incubator and operator of consumer marketing businesses. Prior to Loeb NYC, Michael was the President of the Synapse Group, Inc., now a wholly owned subsidiary of Time Warner. Michael cofounded the company in 1992 with Priceline founder, Jay Walker. Under Michael’s direction, Synapse grew to become the largest seller of consumer magazine subscriptions worldwide, leveraging its revolutionary and patented “continuous service” model to fundamentally change the industry. Michael also assisted Jay Walker in the creation and early funding of Priceline.

15:46

"Private Market Diversification & Liquidity" with Karim Nurani
2024/09/03 • 0 views Karim Nurani is an entrepreneur, investor, and Chief Strategy Officer of Linqto with 30 years of experience in business development, strategy, and transformation. He co-founded the Global Investor Conference and hosts the Global Investor Podcast, where he interviews top tech entrepreneurs and investors like Tim Draper and Greg Kidd. Nurani has been instrumental in the success of over 100 startups across various industries and is a recognized expert in venture capital, crypto, and startups, featured in Forbes and The Global Fintech Series.

30:18

Growth Hacking for Startups Unlocking Exponential Growth with Josh Webber
2024/09/15 • 10 views Josh Webber, the Co-founder of Big Red Jelly, shares innovative strategies to fast-track an early-stage company’s growth. He covers viral marketing techniques, user/customer acquisition, brand positioning, and data-driven experimentation to achieve major goals quickly.

19:20

Thoughts on Biospecialty Investments with Lisa Dufresne
2024/09/15 • 4 views Lisa Dufresne, Corporate Venture Capital at GC Ventures America, shares her thoughts on the impact of biospecialty investments.

51:56

August 2024: Due Diligence Informational
2024/09/15 • 0 views Witness the power of collaborative due diligence with Keiretsu Forum, where investors and companies unite. Leverage collective expertise to streamline the process, reducing workload and enhancing insights. Data shows 40+ hours of diligence can boost returns by 7x—imagine the possibilities when many hands make light work. Join us to maximize opportunities and drive mutual success.

16:40

August 2024: Membership Informational
2024/09/15 • 25 views What are the benefits of joining Keiretsu Forum’s angel investor community? Quite a few! As an exclusive member, you'll get global access to over 50 chapters and 3,000 members! Join monthly forums to scout new companies, make new connections, access proprietary deal flow and syndication opportunities, and get access to research and due diligence support, and more. We will help you diversify your portfolio and make angel investing more sustainable. Join to see how you can be part of the most active global angel investor community!

25:14

Dealum Training session for Members 2024
2024/10/17 • 6 views Dealum is beneficial for angel investors to track their portfolios, deal flow, and the companies they are interested in. This training session is a guide to understand and make the best use of the Dealum platform.

27:49

Dealum Training For Entrepreneurs and CEO 2024
2024/10/17 • 2 views The Dealum training session helps entrepreneurs navigate the platform, manage follow-ups, raise capital, and keep investors updated about company growth.

35:09

The True Cost of Human Capital: Employment Trends in Today's World
2024/10/23 • 4 views Osei Gyamfi and Kara Shea Cowan, co-founders of Akoto Recruiting, share their thoughts on the most important trends in the human resources industry, which are crucial for employers to assess the true cost of their human capital. The thought leaders tap into their 20+ years of combined experience to explain how the changing dynamics of the HR sector shape our future.

1:00:35

Nov 2024: Presentation Training
2024/11/14 • 12 views Struggling to pitch your company and attract investors? Watch this video to learn how to articulate a CLEAR value proposition that hooks investors! Brianna McDonald has seen thousands of startup pitches over 14 years and knows what works and what flops. She'll give you the inside scoop on how to articulate your company's value so investors immediately see the potential. You'll get proven skills to showcase your competitive advantage, market traction, and business model compellingly. Nail your next fundraising round and get the capital you need to scale up. Don't waste more time pitching blindly. Learn how to craft a winning value proposition for investors! You can learn about our process and can fill the application form here: https://tinyurl.com/ywy6nhfa

9:19

Oct 2024: Membership Informational
2024/11/15 • 39 views What are the benefits of joining Keiretsu Forum’s angel investor community? Quite a few! As an exclusive member, you'll get global access to over 50 chapters and 3,000 members! Join monthly forums to scout new companies, make new connections, access proprietary deal flow and syndication opportunities, and get access to research and due diligence support, and more. We will help you diversify your portfolio and make angel investing more sustainable. Join to see how you can be part of the most active global angel investor community!

43:43

October 2024: Due Diligence Informational
2024/11/15 • 3 views Witness the power of collaborative due diligence with Keiretsu Forum, where investors and companies unite. Leverage collective expertise to streamline the process, reducing workload and enhancing insights. Data shows 40+ hours of diligence can boost returns by 7x—imagine the possibilities when many hands make light work. Join us to maximize opportunities and drive mutual success.

13:54

Private Market Outlook 2025 with Ron Weissman
2024/12/23 • 3 views Ronald is Vice Chair of the Angel Capital Association, North America’s principal organization for professional angel investors. He is also Chair of the Angel Capital Association and is the author of the ACA’s official courses on Early-Stage Boards of Directors and of Managing and Mitigating Angel Investor Risks.

14:03

Public Market Outlook 2025 with Sean Sullivan
2024/12/23 • 3 views Sean Sullivan is an Investment Strategist at Bernstein's Denver office. As a member of the Investment & Wealth Strategies group, he collaborates with advisors, clients, and professional partners on asset allocation, investment, and risk management. He also serves on the asset allocation committee for insurance dedicated funds. Previously, Sean was an Associate Director in Bernstein’s Wealth Strategies group, focusing on complex trust, tax, and estate planning. He has published articles on advanced income and estate planning strategies. Sean graduated cum laude from Georgetown University with a double major in Finance and Accounting and is a CFA charterholder and Chartered Alternative Investment Analyst.

15:47

Plastics, Bioplastics, Compostables: What’s Next for Sustainability? with Paul Burgon
2025/01/03 • 1 views Paul Burgon, the CEO of Vortechs Management is an operations and investment professional who has invested over $3 billion in almost 100 companies at high rates of return. He has spent his career in mergers and acquisitions, public and private investments, and managing small companies. Paul was Senior Vice President of Corporate Development at Steel Partners Holdings, a public holding company, and Director of Corporate Development at Danaher. At Steel Partners, Paul led 30 acquisitions and divestitures worth $1.4 billion. At Danaher, Paul led 50 transactions worth approximately $1.7 billion and helped create the current Danaher acquisition system, which was named one of the best in the country by Institutional Investor magazine. Paul currently serves on the Board of Trustees of Rocky Mountain University of Health Professions and serves on the Board of Directors of Wasatch Educational Inc, the parent company of Rocky Mountain University, where he is a lead independent director.

55:23

January 2025: Presentation Training
2025/01/28 • 19 views Struggling to pitch your company and attract investors? Watch this video to learn how to articulate a CLEAR value proposition that hooks investors! Brianna McDonald has seen thousands of startup pitches over 14 years and knows what works and what flops. She'll give you the inside scoop on how to articulate your company's value so investors immediately see the potential. You'll get proven skills to showcase your competitive advantage, market traction, and business model compellingly. Nail your next fundraising round and get the capital you need to scale up. Don't waste more time pitching blindly. Learn how to craft a winning value proposition for investors! You can learn about our process and can fill the application form here: https://tinyurl.com/ywy6nhfa

5:49

TYBR
2025/02/05 • 0 views

10:36

Investment Landscape for Energy Transition with Pavel Molchanov
2025/02/05 • 1 views Pavel Molchanov joined Raymond James’ Investment Strategy team in 2025, following 21 years (2003-2024) in Equity Research. During the bulk of his time in Equity Research, he covered companies in renewable energy and clean technology, including solar, wind, biomaterials, electric vehicles, hydrogen, power storage, grid modernization, water technology, and more. He has been recognized in the StarMine Top Analyst survey, the Forbes Blue Chip Analyst survey, and the Wall Street Journal Best on the Street survey. He graduated cum laude from Duke University in 2003 with a Bachelor of Science degree in economics, with high distinction. In the broader community, he is a member of the Board of Visitors at the University of North Carolina and its Institute for the Environment; a member of the Advisory Board at Cool Effect, an environmental project funding charity; the sponsor of the Molchanov Sustainability Internship Program at the Royal Institute of International Affairs in London; and the sponsor of the Molchanov Climate Communications Prize at the American Geophysical Union.

31:02

THE FOUNDER'S EDGE: MASTERING NEGOTIATIONS TO DRIVE GROWTH
2025/02/20 • 2 views Mark Raffan is an award winning, globally recognized negotiation expert, entrepreneur, and the founder of Negotiations Ninja, a leading training firm trusted by Fortune 500 companies to elevate their procurement and sales teams. With a track record of leading high-stakes, multi-million-dollar negotiations across diverse industries, Mark has developed a reputation as a dynamic speaker who simplifies complex negotiation strategies into actionable insights.

20:00

Mastering Financial Due Diligence: CFO Insights for funding success with Alaa Ismail
2025/03/19 • 2 views Alaa Ismail is a Consulting CFO at Escalon Services with deep expertise in strategic planning and budgeting, business expansion, financial reporting/analysis, and investor relations. In this keynote, he shares expert insights into the financial side of smart investing that help in making informed decisions.

22:46

Water Innovation & The Built Environment: Challenges & Opportunities with Max Storto
2025/03/28 • 0 views Max Storto is the Director of Innovation Strategy & Venture Capital at Xylem, specializing in socially responsible investing and sustainability. With expertise in shareowner engagement and sustainable business practices, he focuses on advancing supply chain management and driving long-term environmental and social impact.