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Equity Entrepreneur© Workshop
Find out how it feels to be a Dragon in its Den (without having to risk £250,000 to find out!)
Come to the next Equity Entrepreneur© Workshop
When it comes to making money, do you think Business Angel investing’s a bit like this?
Does this summarise your thoughts about Business Angel investment strategy?
How do you feel about taking the occasional risk?
But don’t you ever want just to experience what it’s like to feel like this?
Who should attend? …and why?
Professionals: Corporate Finance executives with Lawyers and Accountants, and those involved with Business Angel networks and activity to better understand the factors influencing Private Investment with a view to enhancing profitable deal flow.
Potential Investors to discover for themselves how to be a successful Private Investor.
Experienced Investors to refresh and re-establish fundamental principles, and to profit from an ideal networking and syndicating opportunity.
Fund Seekers to work all day with real Private Investors, and get an unbeatable appreciation of what they are really looking for.
Workshop Objectives
• to provide an in depth understanding of the Private Investment process
• to provide an understanding of how to recognise, assess and mitigate risks
• to provide a toolkit for risk management
• to provide a framework for deal assessment and filtering
• to provide a framework for deal valuation and negotiation
• to provide a toolkit for understanding entrepreneurial personalities
Workshop Method
• to follow the deal process and logic in sequence, with
• short plenary sessions lead by experienced Private Equity investors, interleaved with
• small workgroup sessions to solve real issues arising in real cases
• backed up by detailed workbook notes and
• practical toolkits for immediate use with
• live presentations by real businesses
A few of the many accolades given by previous participants:
Professionals: very challenging – most enjoyable, very useful day – an enormous amount to cover
I have been involved in planning and organising about 1000 courses – this was a good one! Thankyou!
Experienced Investors: excellent day – I really enjoyed it - reminded me of things I’d half forgotten – invite me again!
Generally an excellent day – thanks to all
Potential Investors: A great day! Lots of fun and very worthwhile. Great course overall
Fundseekers: fantastic – that’s all!
Starting at 08.30, the workshop takes a full day - and because there is so much to cover on the day, there is a lot of pre-workshop reading needed to be done in preparation.
Time - Module - Description
09.00 Introduction & Housekeeping
09.10 Background - The Private Investing environment – including Tax, Regulation
09.20 Understanding Risk - What do we mean by ‘Risk’, and how do we measure and cope with it?
09.30 Personal Risk - What factors influence an individual’s decision to become a ‘Business Angel’?
09.35 Understanding Uncertainty - What do we mean by ‘Uncertainty’, why is it critical and how do we measure and use it?
09.40 Investment Risk - What do we look for in a portfolio, and how do we use Risk and Uncertainty to maximize returns?
09.50 Coffee and workgroups 1 - 1 Hour of workgroups, discussions and Networking
10.30 discussion / plenary feedback / solution 1
10.50 Business Risk - What do we look for in a Business Plan, and how do we assess and measure the Risk factors?
11.10 People Risk - What do we look for in an Entrepreneur and his team, and how do we assess and measure the Risk factors?
11.30 Coffee and workgroups 2 - 1 Hour of workgroups, discussions and Networking
12.10 discussion / plenary feedback / solution 2
12.30 Deal Risk - How do we arrive at a sensible and fair Valuation?
12.50 Future Risk - How do we structure a Deal to minimize the possibility of things going wrong, and maximize our chances of seeing any of our money again?
13.00 Lunch - 3 ½ Hours of workgroups, discussions and Networking
There are overall 2 Hours of ‘Input’, and 5 ½ Hours of focused working together to share experiences
14.00 workgroups 3
14.40 discussion / plenary feedback / solution 3
15.00 presentations from fund seekers
15.50 Coffee and workgroups 4
16.10 discussion / plenary feedback to presentation
16.30 De-Risking Your Future - Presentations from Investor Clubs and Networks
17.00 and After The Bar - You’ve earned it!!!
Henley Workshop Facilitators
Chris Clegg
Founder of Equity Entrepreneur©, he has made several (modest!) business investments. He recently bought, developed and profitably sold a General Insurance brokerage. For the last eight years, as well as various Directorships, he has specialized in raising risk finance for businesses with Beer & Partners and was responsible for the ‘Thames Valley’ region.
Barney Quinn
Chief Executive of Workplace Systems International plc
Non-executive Director of Software Solution Partners plc
Non Executive Chairman BeCrypt ltd (Encryption software sector) 2005, and Consultancy and research for Venture Capital firms e,g Francisco Partners and Penta.
Various angel Investments including:
Office Shadow a business continuity ASP.
Elookbook a B2B fashion ASP.
Voyage Design a creative marketing company
From 1985 to 2004, Barney was with Sherwood International plc, a UK Listed Company supplying technology solutions to the global Insurance Industry and UK Government. He was a Main Board Director for 13 years and left after the takeover by SunGard Inc in Feb 2004.
He was also a Non Executive Director of Raft International plc (AIM) 2004 till Jan 2006 when it was sold to Financial Objects Plc.
Chris Scanlon
Chartered Accountant from Price Waterhouse. He has 20 years experience in blue chip businesses – Financial Controller of subsidiaries of P&O, Dixons, Cellnet and Finance Director of Thames Trains through the privatisation process. During four years he prepared Thames Trains for sale, led a successful Management Buy Out and exited very successfully.
His second investment was in a small internet conference company which floated in 2000. This made him a multi millionaire, temporarily! Since then he has made various investments and uses his consultancy services to hunt down further opportunities.
Chris is a founder member of The Thames Valley Business Advisors
Leo Dunne
An experienced FSA - registered Venture Capital Executive, lending banker and manager, with expertise in identifying, assessing, negotiating, making and managing investments and loans, particularly at the smaller end of the market.
Leo is an active fund manager for private investment companies with a focus on the UK sub £2m market. His responsibilities include dealflow management, proposal assessment and reporting; high-quality dealflow sourcing; pre-investment due diligence and post-investment company strategy development at board and senior management level; investment structuring, negotiation and transaction completion. (ie pretty much everything!)
William Owen
William is a self-confessed angel investor addict. He has invested in more than ten companies in the last few years and has exited from several. William was previously chief executive of a seed capital company listed on the Madrid Stock Exchange. Prior to becoming hooked on private equity he was involved in real estate development in the UK and overseas including becoming chief executive of a quoted property company.
Robert Jenkins
Robert has a degree in Chemistry from Birmingham University and an MBA from Manchester Business School. He joined PriceWaterhouse Coopers in 1977 where he spent five years as a management consultant in both London and Toronto. He joined the Prudential as an associate director of its venture capital group in 1981. In 1985 he was a founder partner of Phildrew Ventures. In 2005 he joined Bridgepoint Capital on a part time basis as a director in their portfolio management group. Robert is a fund raiser for Africa Now – a charity focused on encouraging sustainable small scale economic development in Africa, he also manages a small scale development project in Senegal. He has recently personally invested in three early stage companies, and is currently a non executive director for six companies.
The following Workshops are currently planned:
Date
Venue
Cost for Investor - Cost for Professional - Cost for Fund Seeker
9th February 2007
Henley Management College
£175.00 + VAT - £350.00 + VAT - £100.00 + VAT
March 2007
Botley Park Southampton
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March 2007
Camberley Heath Golf Club
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20th April 2007
Henley Management College
£175.00 + VAT - £350.00 + VAT - £100.00 + VAT
Book on line at www.equityentrepreneur.co.uk
or contact us at
16 Bridge Street, Maidenhead, Berks. SL6 8BJ
or call
07860 700305 if you have any questions.
The Small Print
Cancellations
In the unfortunate event that a participant must cancel his or her place, please give as much notice as possible in order that a replacement can be found.
Refunds
There is a no refund policy. Participants who give notice of cancellation and whose place can be resold will have their place carried forward to a future workshop.
Disclaimer
Equity Entrepreneur (Education) cic promotes the awareness of, and knowledge in, Private Equity investment. Investment in new business carries high risks as well as the possibility of high rewards. It is highly speculative and potential investors should be aware that no established market exists for the trading of shares in private companies.
The Equity Entrepreneur© program is designed to help potential investors identify and manage the risks associated in such investments and neitherf Equity Entrepreneur (Education) cic nor Equity Entrepreneur Limited can accept any responsibility whatsoever for the consequences of any actions taken as a result of participation in the program.
Neither Equity Entrepreneur (Education) cic nor Equity Entrepreneur Limited is authorized to arrange transactions or circulate offer documents under FSMA and none can advise on the merits or risks of investment.
Before investing in any such project potential investors are strongly advised to verify all material facts and information for themselves and to take advice from a person authorised under the Financial Services and Markets Act 2000 who specialises in investments of such a nature.
Attenders
Must be ‘High Net Worth’ or ‘Sophisticated’ under the meaning of the Financial Services and Markets Act as amended in 2004, or a Professional Adviser, or a Fundseeker.
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