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Capital Sourcing: Program

Capital Sourcing Workshops
ISCTE, Lisbon – 25-26 January 2010
FEUP, Porto – 28-29 February 2010
Speakers | Program | Photos

Regional Workshop @ISCTE, 25-26 January

Day 1: Capital Sourcing (25th Jan)

09:00 Registration and Welcoming – ISCTE, UTEN Portugal
09:30- Closed door meet-n-greet among US and PT Investors

Session 1: Investment Environment/Philosophy
10:00 Opening Introductions
10:10 Setting the Scene on Capital Formation: The Austin ModelLaura Kilcrease, Triton Ventures, Founder and Managing Director
10:40 Brief Q&A
10:50 Early-Stage FundsPedro Falcão, Novabase Capital, Investments DirectorWalter Palma, Caixa Capital, DirectorJosé Guerreiro de Sousa, ES Ventures, Principal
11:50 Brief Q&A
12:00 Coffee Break
12:20 Roundtable Discussion: Comparison/Contrast of Capital Sourcing in US and PT
13:00 Lunch at ISCTE
14:30 Session 1 (cont.): Investment Environment/Philosophy Business AngelsPaulo Andrez, President of the Club of Business Angels of Cascais· Case Study: the Portuguese Angel Co-Investment Fund,Jamie Rhodes, President and Founder of the Central Texas Angel Network· Case Study on Capital Formation: CTAN
15:00 - Roundtable Discussion: Common Challenges/Solutions; Potential areas for collaboration
16:00 Coffee-Break
16:30 Session 2: Brief Case Studies on Early-Stage Investments (UPs and DOWNs: from pitch to 1st round to exit) João Bourbon, ASK Laura Kilcrease, Triton VenturesJamie Rhodes, Central Texas Angel Network
17:30 Roundtable Discussion: Comparison/Contrast of Capital Sourcing in US and PT
18:00 Finish for the day
19:00 Business Afterhours Cocktail Reception at Hotel Lisboa Plaza
20:00 Dinner at Hotel Lisboa Plaza

Regional Workshop @FEUP , 28-29th January

Day 1: Capital Sourcing (28th Jan)

09:00 Registration and Welcoming – FEUP, UTEN Portugal
09:30 Closed door meet-n-greet among US and PT Investors

Session 1: Investment Environment/Philosophy
10:00 Opening Introductions
10:10 Setting the Scene on Capital Formation: The Austin ModelLaura Kilcrease, Triton Ventures, Founder and Managing Director
10:40 Brief Q&A
10:50 Early-Stage FundsJoão Pereira, INOVCapital, Business Development DirectorMariana Carravilla, Change PartnersDino Costa, Critical Ventures, Chairman
11:50 Brief Q&A
12:00 Coffee Break
12:20 Roundtable Discussion: Comparison/Contrast of Capital Sourcing in US and PT
13:00 - Lunch
14:30 Session 1: Investment Environment/Philosophy (cont.) Business AngelsRicardo Luz, President of INVICTA Angels·Case Study: Portuguese Angel Co-Investment Fund (Seed Fund),Jamie Rhodes, President and Founder of the Central Texas Angel Network·Case Study on Capital Formation: CTAN
15h00 Roundtable Discussion: Common Challenges/Solutions; Potential areas for collaboration
16:00 Coffee-Break
16.30 Session 2: Brief Case Studies on Early-Stage Investments (UPs and DOWNs: from pitch to 1st round to exit) Marco Catarino, BETAAntónio Parada, IBMCLaura Kilcrease, Triton Ventures
17:30 Roundtable Discussion: Comparison/Contrast of Capital Sourcing in US and PT
18:00 Finish for the day
19:00 Business Afterhours Cocktail Reception
20:00 Dinner

Day 2: Effective communication and getting the deal funded (26th, 29th Jan)

09:00 - Session 1: Investment Deals: Intro to Key Concepts· Subscription Agreements, Helena Tapp Barroso, Morais Leitão, Galvão Teles, Soares da Silva & Associados· Term sheets, terminology, and major components of the deal,Laura Kilcrease and Jamie Rhodes
10:45 Coffee Break
11:00 - Session 2: Pitch Exercise Case Study from MootCorp (if time allows)Local Picthes - 15 min presentations each- 15 min Q&A each
13:00 Lunch at ISCTE
14:30 - Session 2: Pitch Exercise (cont.)Case Study from MootCorp (if time allows)Local Pitches - 15 min presentations each- 15 min Q&A each
16:30 Session 3: Scoring pitches and Key Take-Aways
17:30- End of the workshop