Term Sheets and Due Diligence agenda (subject to change)

Note that Terms Sheets is being presented before Due Diligence which may appear counter intuitive. However in practise, investors will not do dozens of hours of due diligence before knowing that the basic deal terms and conditions are agreed (as this is a negotiation that doesn’t require loads of people or time).

To Register: Use the Term Sheet and Due Diligence workshop link after clicking here.  Please do not exit until you have paid.

 

When & Where:

 

 

 

Tuesday April 13,  2010 - 7:30 am to 6 pm, New Location: Room 4800 on 4th floor of Simon Fraser University - Segal Graduate School of Business, 500 Granville St. downtown Vancouver, BC. Map of Streets / Parking and hotel

7:30 am

 

8:00 - 8:15 am

 

 

Check-in, Coffee and Muffins

 

Welcoming Remarks by Bob Chaworth-Musters, Founder of the Angel Forum
(introductions, welcome , sponsors and panelists)

Introductions
–  30 second Elevator Pitches by 20 attendees

 

8:15 -  9:30 am

 

Advanced Deal Terms presentation by Bob Okabe followed by Q & A

 

9:30 - 10:00 am

 

 

Introductions - 30 second Elevator Pitches by 20 attendees

followed by Networking Break

 

10:00 - 10:30 am

One page Exchangeable Share Term Sheet by Basil Peters

 

10:30 - 11:45 am

 

 

 

 

 

Panel Discussion and Q&A – Term Sheet Considerations

Moderator – Bob Okabe, Chicago

Angel - Basil Peters, Vancouver 

Angel - Gary Yurkovich, Vancouver

Angel - tba, Vancouver

Lawyer - Steve Lukas, Fasken & Martineau law firm, Vancouver

                       

11:45 – 12:00 am

Fasken & Martineau legal presentation by Prentice Durbin  

 

12:00 - 12:10 am

Introductions – 30 second Elevator Pitches by 20 attendees

12:15 -1:00 pm 

Sandwich Lunch in workshop room and nearby lounge area

 

1:00 - 1:15 pm

 

TSX Venture Exchange presentation by tba

 

1:15 - 2:30 pm

 

 

 

 

 

 

Panel Discussion and Q&A – Due Diligence checklist

Moderator – Bob Okabe, Chicago

Angel - Gary Yurkovich, Vancouver
Angel - Basil Peters, Vancouver 

Angel - tba, Vancouver

Lawyer - Steve Lukas, Fasken & Martineau law firm, Vancouver

 

2:30 – 2:45 pm

 

Networking Break

 

2:45 – 2:50 pm.

 

Read Case Study – Analytic, Inc.

 

2:50 -  3:20 pm

3:20 – 3:25 pm

 

Panel Develops Due Diligence List for Analytic, Inc case study 

Assignment of Case Studies for Breakout Exercise

 

3:30 – 4:00 pm

 

 

 

Attendees participate in Due Diligence Breakout Exercise

Gunner Circuit Systems, Inc (room name tba)

Axado Pharmaceuticals, Inc. (room name tba)

 

4:00 – 4:45 pm

 

 

Breakout Group Presentations

Discussion and Q&A with Participants and Panelists

 

5:00 pm

Workshop Evaluation

To Register: Use the Term Sheet and Due Diligence workshop link after clicking here.  Please do not exit until you have paid.

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