Learn from leading Venture Capitalists & Angel Investors

Lisbon, June 5th – 2019

1 day . 2 classes . 40 seats

Get Your Ticket

Speakers

Itxaso del Palacio

Investment Director at Notion

Itxaso del Palacio is the current Investment Director at Notion. Previously, as the VP of Capital at Lepe Partners, she was responsible for building the portfolio of Lepe Capital, through the due diligence to execute the investments and working with the companies in the portfolio. Before Lepe, Itxaso worked as an early stage investor at EC1 Capital, responsible for deal flow across sectors. For the past ten years, Itxaso has worked with startups in London, Silicon Valley, Spain and Latin America.

Carlos Silva

Partner at Faber Ventures

Carlos is a Partner at Faber Ventures and co-founder of Seedrs, the leading equity crowdfunding platform in Europe, as well as Innovation Lead at Accenture. He is a founding member of Beta-I, a Portuguese non-profit to promote entrepreneurship and innovation and a mentor at several acceleration programmes (Seedcamp, Lisbon Challenge, Founder Institute, etc.). Carlos also serves as an advisor and board member at multiple innovative start-ups. He has been distinguished with a Young Gun award in the UK, for the most promising individuals under 35, and as one of Portugal’s 40 under 40. Carlos holds a Computer Engineering degree from Instituto Superior Técnico and an MBA from the University of Oxford.

Matthieu Lattes

General Partner at White Star Capital

Matthieu has been the co-founder and CEO of Isograd.com, a French software company providing recruiters and training firms certification on numerous computer skills. Matthieu has also been an active business angel in France and in the US over the past 5 years.

Jacqueline Holmes

CIO at Midori Management 

Jacqui has invested a discretionary multi-$billion pool of capital for the same two families since founding Midori Management in 2001, investing across industries, sectors, geographic regions, stages & structures, both private & public, and with her strong MM team is always looking for exceptionally compelling risk/return opportunities. Over the past 10 years Jacqui also built a portfolio of personal angel investments, mostly smaller/early stage, many with a focus on positive social/environmental impact, working closely with entrepreneurs and playing a variety of active roles from board member to operator – which has been fascinating & humbling, with industry-leading exits but also spectacular failures and disappointing fizzles.

Angel interests include: enterprise SAAS; fin-tech; smart cities; health tech/med tech; consumer platforms & marketplaces; consumer products both digital & physical; food & beverage; health & wellness; positive social/environmental impact; supply chain, regenerative sustainable agriculture & related tools/systems.

Minoo Zarbafi

Vice President at Bertelsmann Investments

Minoo is Vice President at Bertelsmann Investments, managing Bertelsmann’s global venture capital activities and building partnerships with startups and technology platforms. Bertelsmann Investments makes direct and indirect investments and bundles shares in 150+ startups primarily in China, India, Brazil, US, and Europe. Minoo combines 10+ years of combined work and management experience in venture capital and startups (i.a. HelloFresh, Movinga, Outfittery), strategy consulting (Roland Berger), and digital transformation at various corporations in the financial service industry. She is a passionate part-time advisor and mentor for founders and young entrepreneurs on starting and scaling their businesses, i.a. at the Global Startup Program at Singularity University and the Founders Academy at Founders Foundation. Minoo holds a PhD (Dr. rer. pol.) in Responsible Investment and Social Psychology from European Business School, Germany, in collaboration with the UN initiative Principles for Responsible Investment (PRI) and is a certified NLP/MBTI trained coach.

Andy Areitio

Partner at The Venture City

Passionate about Entrepreneurship and building the Future. With an MBA from INSEAD, where he focused on Venture Capital and Data Science, he is a 2x founder and has worked in management consulting/finance in Europe and Asia.

Luís Roquette Geraldes

Senior Associate, and Head of Team Genesis @ Morais Leitão

Luís Roquette Geraldes joined the firm in September 2008. He is a member of the corporate and M&A team, where he advises on corporate/commercial matters, mergers and acquisitions and private equity/venture capital transactions. From 2017 until 2018, Luis worked in the M&A and corporate finance department of Skadden, Arps (London office) as an International Associate (secondment). Luís heads Team Genesis, where he works daily alongside founders and national and international scalable emerging companies (notably, tech and life sciences). The advice provided covers the full life cycle: fundraising (convertibles, preferred rounds, venture debt, performance warrants), scaling and exits.

Paula Rechtman

Head of Investments at Inseed Investimentos

Business Administrator with MBA in Strategy & Transformation. Solid background in Technology, Innovation and Team Leadership, having worked in different executive positions at IBM for 15 years. Venture Capitalist for the past 5 years – investing in early stage companies and supporting founders to scale their companies and positioning them to the next level. Ecosystem development and Entrepreneurship Advocate.

More speakers to be announced soon

Investors Academy 2019

How to Invest in Startups:

Call to Aspiring Corporate, Venture Capital and Angel Investors

The Investors Academy is an immersive program on smart startup investment. In this one-day event, attendees get the unique chance to learn, first-hand, from a group of experienced and successful investors and venture capitalists.

Who Is It For?

  1. Corporates who are willing to learn from innovation experts and investors how to set up and run venture capital programs
  2. Aspiring business angels, Wealth management firms and family offices that are looking to learn more and expand their knowledge on early-stage startup investment and portfolio management.

The Program

09:15 – 10:00
Registration
10:00 – 10:15
Welcome & Opening

Pedro Rocha Vieira

10:15 – 10:35
Introduction Round

Eduardo Sette Câmara

10:35 – 11:20
Getting Started: an Overview of the Investment Lifecycle

Itxaso del Palacio, Notion VC

11:20 – 12:10
Developing an Investment Thesis

Jacqueline Holmes, Midori Management

12:10 – 13:00
Deal Making: Negotiating Agreements

Luís Roquette Geraldes, MoraisLeitão

13:00 – 14:00
Lunch

Investors

Corporate Investors

14:30 – 15:30
Early-Stage Startups: What do you look for in a good team?

Carlos Silva, Faber Ventures

Cultivating an innovation mindset: should Corporates think like a VC?

Paula Rechtman, Inseed Investimentos

15:30 – 16:15
Post Deal: growth as the main driver of investment return

Andy Areitio, The Venture City

Corporate VCs and Corporate Accelerators to foster innovation and digital transformation

Matthieu Lattes, White Start Capital & Minoo Zarbafi, Bertelsmann Investments

16:15 – 17:00
Startup Pitches and Investment Committee Simulation

All Speakers

17:00 – 17:20
Closing Main Learnings

All Speakers

17:20 – 18:50
Cocktail
  • 1. The Investment Lifecycle

    Understand the entire lifecycle of startup funding.
    Understand its correlation to startup growth.

  • 2. Different Approaches to Investing

    Learn about the different forms of investment and new investment trends.
    Understand what type of investment is best suited for a particular round.
    Understand why syndicate investing is an excellent choice for angels and first-time investors to maximize their return on investment and reduce risks.

  • 3. What an Investor and VC look for

    Learn what makes it or breaks it for an investor.
    Listen to investors as they share their investment best and worst practices.

  • 4. The Art of Negotiating Terms

    Get a grasp of the current best practices used in the deal making and negotiation process between investor and startup. What’s fair, what is not fair and what can be negotiated.

  • 5. Building the Right Relationship with Founders

    Grasp the importance of the investor and founder relationship.
    Learn why investors need to engage in portfolio management to help startups grow.

Speakers 2018

Zach Coelius

Zach Coelius

Managing Partner at Coelius Capital

Liz Fleming

Liz Fleming

Principal at Adara Ventures

Ricardo Sequerra

Ricardo Sequerra

Principal at Cherry Ventures

Luís Roquette Geraldes

Luís Roquette Geraldes

International Associate at Skadden

Dave Haynes

Dave Haynes

International Associate at Skadden

Rodrigo Martinez

Rodrigo Martinez

Early Stage Tech Investor

Alex Hoye

Alex Hoye

Entrepreneur and Angel Investor

Cristina Fonseca

Cristina Fonseca

Co-founder & Angel Investor

Pedro Rocha Vieira

Pedro Rocha Vieira

CoFounder & CEO at Beta-i

Tickets

VENUE

Palacete Bensaude, IAPMEI – Estrada do Paço do Lumiar, Campus do Lumiar, 1649-038

Sponsors

Investors Academy © 2019 | organized by Beta-i