20 February 2018, Istanbul
It is the position of the WBAF Academy that when investors have had the advantage of training in the best practices of negotiating deals for early-stage investment, they are in a better position to ensure good returns on their investment. With this in mind, the WBAF offers a wide variety of training programmes using a range of input (case studies, panel discussions, and presentations, to name a few), all of which encourage active participation and interaction on the part of those attending.
The WBAF Academy serves not just business angels; all types of stakeholders are welcomed, ranging from entrepreneurs and SMEs to banks and stock exchanges to incubation and acceleration centres. The ultimate goal is to contribute to the development of skills and expertise and to foster the kind of creative thinking that leads to innovation and eventual success in the ever-changing market environment of the 21st century.
This course introduces the angel investment system to those considering investing in start-ups, SMEs or high-growth companies, using their own money and contributing their own know-how. The basic principles of angel investment are discussed, along with practical advice for investing as a qualified angel investor.
11am – 12 30pm
Who should attend?
This is an ideal course for professionals from listed companies who can invest a minimum of 5,000 EUR per year, CEOs of companies who can invest a minimum of 5,000 EUR per year, anyone with an entrepreneurial background who can invest a minimum of 5,000 EUR per year.
For anyone new to angel investing, this is an invaluable training session covering the basics of investing, aiming to help investors avoid the pitfalls new business angels often encounter.
PART I: The Basics of Angel Investing
The 25 Percent Annual Return: Why everyone with Six Figures to invest should consider angel investing?
Plus, It is really fun! The non financial rewards of being an Angel
The portfolio Theory of Angel Investing: Why every angel needs to invest in at least 20 companies
The financial life of a startup: Where Angels fit in the big financing picture
PART II: The Nuts and Bolts – A
Develop your deal flow: Sourcing and identifying high-potential opportunities
Bet the Jockey, Not the Horse: Evaluating the entrepreneur and picking the right one to back
Here comes the pitch: Listening to the story – Does it make sense for your portfolio?
Look under the hood and lead a deal: Coordinating due diligence and running the Show
PART III: The Nuts and Bolts – B
Valuations and expectations: Discovering the secret economics of the Angels
Investment rounds and their forms: Common stock, convertible notes or preferered stock!
The art of the Angel deal: Negotiating a win/win relationship with your entrepreneur
Term Sheets and closing: Trust everone, but cut the cards anyway
After the investment: Managing your portfolio and adding as an Active Angel
Exits and other nicorns: Getting your money out makes all things right
PART IV: Your place in the World of Angels
The entrepreneurship financing ecosystem: Grants, Venture Capital, Accelerators and other players
Building your angelic reputation: Getting the best deals to come to you.
Joining an angel group: Increasing your oppurtunities and reducing your risks
Impact Investing: Doing well while doing good
Sit back and let someone else do the work: Investing in Startups through Seed Funds and Venture Funds
Crowdfunding and the Global Revolution: Angel Investing for everyone
Harry Tomi Davies: Chair, African Trade Association for Business Angels, UK & WBAF Board Member & WBAF Academy Faculty Member
Harry Tomi Davies (TD) is an ICT Expert with a background of technology management for FTSE 100 level companies in the UK, US and Africa. He directs and advises a broad range of organisations globally, writes and blogs (occasionally) while maintaining a significant network of connections across most of the major social media platforms. He is a regular public speaker and mentor of a broad range of individuals with a personal goal of “maximizing the creation of social and economic value using digital technologies better”. He is an acclaimed expert in project management of technology systems analysis, design & implementation, an area that is the subject of his 2014 book “The African Project Manager”. TD’s focus in the last decade has been on technology based entrepreneurship in Africa where he invests, mentors and continues to work on developing an ecosystem of technology start-ups around co-working spaces, incubators, accelerators, angel funding, VC Capital, entrepreneur capacity development, national and state government policies.He is the founder of the Lagos Angel Network and President of the African Business Angels Network (ABAN).
WBAF is pleased to invite you and read David S. Rose bestseller “Angel Investing” (Wiley 2014) before the class.
Book On Amazon
Financial Services are facing a perfect storm: margins squeeze due to zero to negative interest rates in Europe, Japan and US, reputational damage in the aftermath of the Global Financial Crisis, increasing capital charges, skyrocketing compliance costs, generational shifts towards mobile oriented Millennials, progressive disintermediation by technology enabled startups (AI, blockchain, digital, mobile payments, robo-investing). FinTech companies have grabbed the opportunity globally to create transformational compelling propositions that can ultimately replace or revolutionize the operating models of incumbent institutions. Yet, innovation is not an easy journey and requires venture funding, transferable competences, entrepreneurial talent, educational humus and legal easiness. Proactive financial centers and forward looking regulators in New York, London, Hong Kong, Shanghai and Singapore (to name a few) have started to flex their muscles in the attempt to gain a competitive international advantage by helping FinTech innovation to find its ways and promoting sound transformation of banking, asset management and insurance industries. FinServ marketplace has never been so competitive creating threats for incumbents and opportunities for innovators. This masterclass will help identify key trends globally, strengths and weaknesses of new technology shaping the FinTech r-evolution.
2pm – 3pm
Paolo Sironi, FinTech Thought Leader& Spokes-man of the IBM Watson Financial Services&WBAF Academy Faculty Member
Paolo Sironi is recognised author of portfolio management and financial innovation. In his current role as FinTech Thought Leader and Spokesperson for IBM Investment and Risk Analytics, he links strategic innovation in Finance and Technology, demonstrating international expertise in Wealth and Asset Management, Risk Management, Trading and Digital transformation.
Pioneer in understanding the practical implications of AI and FinTech digitalisation to manage institutional risks and personal wealth, he founded a FinTech joint-venture (2008) to integrate investment management and Goal Based Investing principles. The company became a part of IBM (2012) following the acquisition of funding partner Algorithmics, world leader of risk management architectures. Paolo has a decade-long quantitative expertise; he was previously head of market and counterparty risk modeling at Banca Intesa Sanpaolo.
Author of “FinTech Innovation: from Robo-Advisors to Goal Based Investing and Gamification” (Wiley 2016), “Modern Portfolio Management: From Markowitz to Probabilistic Scenario Optimisation” (RiskBooks, 2015), co-author of “The FinTech Book” (Wiley, 2016). Paolo’s posts can be read on specialised media, LinkedIn, Twitter @thepsironi or his personal website www.thepsironi.com
WBAF is pleased to invite you and read Paolo Sironi bestseller “FinTech Innovation” (Wiley 2016) before the master class. You will be taken through a journey based on his entrepreneurial experience and global thought leadership mindset at IBM, and get ready to discuss how to plug-in best of breed FINancial TECHnology inside digital business models.
Book On Amazon
If you are the owner of a small or medium business and you are successful, you have probably found yourself with the problem: how do you get to the next rung on the entrepreneurial business ladder – how do you go from a business runner to a business owner? How do you make more wealth, find more time and grow your business? Should you IPO, the entrepreneur’s dream, or should you merge and acquire other businesses? Should you carry on growing organically? Look for funding? How do you take the next step and get yourself that yacht?
Agglomeration shows how normal business owners, across all business sectors, can come together to use the capital markets for what they were originally intended: funding the growth of great businesses that are creating real value in the world for their clients and the wider community.
An Agglomeration isn’t for every business.You might be better off with a traditional M&A or IPO. Find out if an Agglomeration is right for you by answering the following questions:
• Do you have at least $400k in profit?
• Are youdebt free?
• Are you a leader in your field, and have won awards and plaudits?
• Do you operate in an industry where you feel there are a lots of similar or synergistic businesses that could benefit from collaboratively coming together to create a major player?
• Are you willing to work collaboratively with other people?
If you answered yes to all of these questions, this masterclass seems a must for you. In this masterclass, using the case study of the Marketing Group PLC, Callum Laing shows how small businesses are using a collaborative approach to level the playing field with big companies and getting ahead while maintaining their independence.
3pm – 4pm
CallumLaing, partner in the Unity-Group, co-founder and non-exec director of the Marketing Group, Director of Dent Asia
CallumLaing has started, built, bought and sold half a dozen businesses in a range of industries across two continents. Callumis the author of Progressive Partnerships – The Future of Business and publishes a daily interview with business leaders and entrepreneurs in Asia on Asianentrepreneur.org. He is regularly featured on TV and in the press to share his expertise on entrepreneurship and other business topics. He is a partner in the Unity-Group, co-founder and non-exec director of the Marketing Group and is also a director of Dent Asia.
WBAF is pleased to invite you and read Jeremy Harbour and Callum Laing bestseller “Agglomerate’’ before the master class.
For hundreds of years, the insurance industry has been inert. Its processes and products worked; it simply didn’t need to change. Insurtech is changing that. It’s the latest buzzword with US$1.7 billion of insurtech deals in 2016 alone, the industry is starting to pay attention. Referring to both the technology being applied by insurers and to the startups changing the game, the sheer breadth of technological change insurtech covers is dazzling.
In this masterclass, participants will explore the intersection of insurance and insurtech. How insurance and insurtech come to the same page and create more value for people. How should angel investors invest in insurtech start-ups and scale-ups? What is the future of insurtech? What is its future role in the digitalization of economies?What will the insurance industry of the future look like?
4pm – 5pm
Dr Johannes Dick is responsible for Corporate Development at AXA Group Germany. In that role, he supports the digital transformation of AXA Group Germany and manages the AWA Innovation Campus, an investment fund for start-ups in all development phases and invests in innovative and insurance-related business ideas. AXA uses the space
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