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R. Harrison

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Venture Education Symposium

2017
Monday 
May 
6th 
2019
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Laconia Presents 


VENTURE EDUCATION SYMPOSIUM

2017
May 
6th
, 2019 
8:00AM
 to 
6:00PM
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Decoding

The Asset Class

 

 

Venture capital is a visible, important, and attractive investment category providing ultra-high potential returns, public market insights, and next generation engagement. 

 

The venture asset class has evolved to be multi-faceted, dynamic, and increasingly exciting but nebulous and challenging to navigate.

 

Laconia Capital Group's Venture Education Symposium brings insights from leading investment experts on taking a holistic, informed, and strategic approach to the venture asset class.


 

 

Curated Expertise

 

Join us for panels, roundtables, and networking discussions with peers focused on the benefits, challenges, and opportunities presented by the venture asset class. 

 

Our carefully curated lineup of presenters will arm you with new strategies, insights, and know-how on the critical role venture plays in asset allocation, the importance and mechanics of due diligence on fund investments and direct deals, legal and tax issues to consider, and venture's evolution as an asset class.

 


 

Attendees

Family Office Members & CIOs

 

Endowment Investors

 

Foundation Investors

 


Please note this event is invite only.

 

To maintain attendee diversity, initial RSVPS are limited to one representative per organization.

Featured Speakers


EILEEN APTMAN

Chief Investment Officer, Belfer Management 

DAVID ARCARA

Managing Partner, Laconia Capital Group

IAN D'SOUZA

Adjunct Professor of Finance, NYU Stern

BYRAN DAI

CEO, Daivergent

MARIE DEFALCO

Partner, Lowenstein Sandler LLP

GARRY DUNCAN

Managing Director, Laconia Capital Group

JUSTIN EFFRON

CEO, Alice

RYAN EISENMAN

Co-Founder, Arch

MELISSA EVANS

Founder, Lolleez

LUIS GONZALEZ

Partner, Outbound Ventures

CHRISTIAN GUZMAN

Investor, JAWS Ventures

ALESSANDRA HENDERSON

Founder, Elektra Health

GERI KIRILOVA

Principal, Laconia Capital Group

E.J. KLEIN

CEO, MoIQ

HILARY KRENTZMAN

Founder, Hilma

DAVID LEE

Managing Director, LVAM

SHASTRI MAHADEO

CEO, Union Crate

ASAEL MEIR

Partner, CohnReznick

EILEEN OVERBAUGH

Partner, Lowenstein Sandler LLP

STEVE OYER

Managing Director, i(x) Investments

RACHEL RENOCK

CEO, Wethos

ROBERT RICHARDT

Partner, CohnReznick

JONATHAN ROBERTS

SVP, Klingenstein Fields Wealth Advisors

ALEX SHERMAN

CEO, SpotFront

JEFFREY SILVERMAN

Managing Partner, Laconia Capital Group

BEN SLOME

Investor, Slome Capital 

ALICIA SYRETT

Founder & CEO, Pantegrion Capital 

HOPE TAITZ

Managing Partner, ELY Capital

ZACHARY WANG

Director of Investments, Alpha Square Group

LIZ ZALMAN

CEO, strongDM

ED ZIMMERMAN

Chair, Tech Group, Lowenstein Sandler LLP

Agenda

8:15AM - 9:00AM

Continental Breakfast


9:00am to 9:30am

Welcome & Overview: Venture’s Benefits & Challenges


9:30am to 10:00am

The Venture Asset Class Landscape


10:00am to 10:30am

Venture Within Your Asset Allocation Mix


10:30am to 10:45am

Break


10:45am to 11:15am

Conducting Due Diligence on a Fund Investment


11:15am to 12:00pm

Run Through Direct Deal Due Diligence 


12:00pm to 12:30pm

Break


12:30pm to 1:15pm

Roundtable Lunch & Breakout Discussion


1:15pm to 1:45pm

 Legal Topics to Consider When Venture Investing




1:45pm to 2:15pm


Tax Considerations When Venture Investing


2:15pm to 3:00pm

LP Panel: An Expert’s View Into Venture Investing


3:00pm to 3:15pm

Break


3:15pm to 3:45pm

NextGen Panel: Using Venture to Engage the Next Generation of the Family Office



3:45pm to 4:30pm

Founder Panel: Understanding What Founders Want From Early Investors


4:30pm to 5:00pm

Lighting Round: 3 Minute Startup Pitches


Led by Quake Capital


5:00PM TO 5:15PM

Wrap Up & Closing Remarks

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5:15PM TO 6:00PM

Networking & Cocktails

description

MEET OUR ATTENDEES

Agenda


04

Ready to Go

Clear your calendar - It's going down! Splash Blocks kicks off on April 20th, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. This is going to be epic!

05

List item

Clear your calendar - It's going down! Splash Blocks kicks off on April 20th, and you're invited to take part in the festivities. Splash HQ (122 W 26th St) is our meeting spot for a night of fun and excitement. Come one, come all, bring a guest, and hang loose. This is going to be epic!

The Venue

Thanks to our Generous sponsors

Sponsor Block #10

Sponsors

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