Thursday, April 28
Check-in: 5:30 - 6:00
Presentations: 6:00 - 7:00
Group Q&A: 7:00 - 7:30
Networking until 8:15 PM

Where:
MetLife Building, 200 Park Avenue
Lee Hecht Harrison
26th Floor, Main Conference Room
New York, NY 10017

Cost:
An event fee of $20 is payable at the door. Students can attend at half price or $10. Regrets but we are unable to accept credit cards.
 
To RSVP:
Please click on the registration link at the bottom of the page. If you have difficulty with this link, please register by email to Events@AngenAdvisors.com

Directions:
From 42nd Street: Walk through Grand Central; take escalators up two flights to check-in. From 45th Street: Walk up one flight to check-in.

Refreshments:
Coffee, tea, and snacks will be served at the meeting.

Questions:
Please feel free to send inquiries about the event to Info@AngenAdvisors.com

Limited space:  
If you register and your plans change, please notify: Events@AngenAdvisors.com

 

Entrepreneur & Small Business Forum

 Keys to Negotiating with Investors

Mike Segal, New York Private Equity Forums
Ellen Sandles, Tri-State Private Investors Network

Most entrepreneurs and small business owners are at a disadvantage in funding negotiations with investors. Those seeking funding tend to have technical or marketing skills, while those providing funding can draw on the collective financial expertise of their networks.  

Negotiations can be difficult, since entrepreneurs often are not familiar with the process, either in terms of issues to debate or options available at each juncture. As a result, when the deal is finalized start-up managers may believe that they have given away too much.
 
The lecture will provide perspectives and review options on the main negotiating points entrepreneurs will encounter during discussions with investors. The meeting is designed to facilitate more effective communication between startups and angels, so that they can focus on achieving shared goals and position their firms for future rounds of funding.

Negotiating points will include:
- type and terms of the security
- equity division
- anti-dilution provisions
- employment contracts
- vesting schedule
- liquidation preference
- investor's control of management
- performance measures
- pre-money valuation of the firm

Mike Segal is a Founder of New York Private Equity Forums, the pre-eminent private equity and venture capital event organization in the northeast. He is also a member of the screening committee for the Tri-State Private Investors Network, one of the area's leading Angel groups. Further, he is General Partner of the private investment firm Joshua Capital Partners, and founder of the boutique investment banking firm M.J. Segal Associates. MJSA was formed to address problems faced by emerging/growth companies who are unable to raise capital through the large Wall Street firms. The company focuses on developing relationships with institutional investors to find sources of equity and debt for its clients.

 Ellen Sandles is President of the Tri-State Private Investors Network, an angel investor group that serves early stage entrepreneurs who are too small or not sufficiently developed for venture capital financing. The network functions primarily as a source of introductions, and not an investment bank that raises capital. In addition to linking entrepreneurs with qualified investors, Ellen also provides guidance on business plans and key business issues such as marketing strategy, competitive environment, and valuation of the venture. She has lectured frequently on angel financing at venues such as the Harvard Club, the NYU Entrepreneurship Conference, and the IBC Conference on Roll-ups and Mergers.

The next  Private Equity Forum will take place at the Yale Club on Thursday, May 5, 2011. Principals from more than 150 early and later-stage investment funds, as well as several high net worth individuals and angel groups, are expected to attend. If you are an entrepreneur interested in learning about presentation opportunities to these investors, please visit the event website at http://www.privateequityforums.com.