The members of the Golden Angels Network
are pleased to present

Angel Investing – An Overview Seminar

Friday, February 26, 2010
8 a.m. to 5 p.m.

at
The Milwaukee Club
706 N. Jefferson St.
Milwaukee, WI 53202

A program of:

Presented by:

Program Sponsors:

Godfrey and Kahn, SC
Baker Tilly Virchow Krause, LLP
Larry Gilbert, Hightower Advisors
Mark Zellmer, Northern Oak Capital Management

Angel Investing – An Overview

This full-day seminar provides an overview of the angel investing process, including the details of finding, evaluating, and structuring deals and developing angel-entrepreneur relationships that lead to success. The highly interactive program provides attendees with practical information on best practices in angel investing through a balance of expert presentations, panel discussions and small group case studies. A faculty of experienced angel investors, serial entrepreneurs and expert service providers delivers the seminar. Plenty of time is available for meeting other attendees and faculty throughout the day and in an evening cocktail reception. The seminar is limited to 50 participants.

What is the Day’s Agenda?

• How angel financing fits in
• Is angel investing right for you?
• Angel portfolio strategy
• Due diligence
• Structuring the deal
• Valuation
• The post-investment relationship

Who Should Attend?

• Successful entrepreneurs who have exited their businesses and have interest in staying involved in early stage companies.
• High net-worth individuals with senior business/entrepreneur experience who now have the time and interest in investing in early stage companies.
• Investors who are interested in learning more about the specifics of angel investing.
• Entrepreneurial support professionals, university faculty, and policy makers who are preparing their client entrepreneurs for the angel investing process.

Who Leads the Seminar?

This seminar features local experts in high growth ventures and early stage investing opportunities, including seasoned angel investors with diverse investment experience, tax and legal experts, and angel-financed entrepreneurs. They will be led by Lead Instructor Robert Okabe.

Bob Okabe is Education Chair for the Angel Capital Education Foundation. Over the last decade Bob has been actively involved with early stage enterprises on multiple levels. As an angel investor he has made eleven investments with three positive returns of capital and co-founded Prairie Angels. He is a principal of RPX Group LLC (www.rpxgroup.com), a consultancy focused on assisting universities, research institutions, and corporations with spinning out some of their innovative technologies as startup companies.

Among other notable consulting assignments Bob completed a capital markets feasibility study for the World Bank, presenting his findings to cabinet ministers and central bank officials in the Middle East. More recently, he was selected by the Organisation for Economic Cooperation and Development to speak at a symposium on new venture creation in Russia. Bob has also been a consultant to and expert witness for the Federal government in securities fraud litigation.

The core of Bob’s experience with growth companies was developed in the corporate world. He was an investment banker for twelve years as a Managing Director and group head at BancAmerica Robertson Stephens, a Senior Vice President at Lehman Brothers and a Vice President at Kidder, Peabody where he participated in numerous debt, equity, M&A, and advisory assignments. He began his business career spending nearly six years in financial management at General Electric. After leaving GE, Bob was a senior bond rating analyst for Moody’s Investors Service for two years.

Bob has guest lectured at the University of Chicago Graduate School of Business and the Kellogg School of Management on new venture formation and is a member of the Executive Committee of the Mayor’s Council of Technology Advisors in Chicago.
He was awarded his Bachelor of Science in Finance and Organizational Behavior, cum laude, from Boston University’s School of Management.

What is the Cost?

The registration fee for this seminar is $249

How Do I Register?

To register, please complete the registration form or call Steve at 414.288.0673.