Angel Investing 101 - Best Practices
1. Bob Dahl, HBS Alumni Angel, formerly head of Global Healthcare for the Carlyle Group
2. Susan Balloch, Managing Director, Golden Seeds; formerly Executive Director and Principal, The Blackstone Group
3. Karen Bantuveris, CEO of VolunteerSpot (angel-backed startup with 2.5m moms)
4. David Teten, Partner, ff Venture Capital; Chairman, HBS Alumni Angels of Greater New York
Moderator: Katina Stefanova, Bridgewater Associates
Angel Investing 101 - Best Practices
In this event, our panelists will share best practices of angel investing and guide us through potential pitfalls. From the perspective of best practices, we will address questions such as:
We will also discuss the latest trends in angel investing and where the industry is headed next. For a preview of the discussion, see “Introduction to Angel Investing”
- How to assess opportunities (idea, team, valuation)
- Should you require a full-blown business plan and what to look for
- How to source great deals
- How to build a portfolio of startup investments
- How to add value to a portfolio company
- What to do when your portfolio startup pivots
- When should you think about exits
- How to make the most out of angel group participation
- How to collaborate effectively with other angel groups
Agenda: 4-speaker panel on February 28th, 6:30-9pm
7:00 Panel discussion
8:00 Panel Q&A
W. Robert Dahl, HBS Alumni Angel, formerly head of Global Healthcare for the Carlyle Group
Robert Dahl is currently a private investor, focusing on the healthcare industry. Previously, he was the co-founder and Chief Operating Officer of Arrowhawk Capital Partners, an investment company and the Vice President of Strategic Business Development and Vice Chairman of the Board of Directors of Golden Pond Healthcare, Inc. From April 1999 until June 2006, Mr. Dahl served as the head of Global Healthcare for the Carlyle Group, a leading private equity firm, where he was responsible for the firm's investments in the healthcare field. Prior to Carlyle, Mr. Dahl served as co-head of healthcare investment banking in North America at Credit Suisse First Boston. Mr. Dahl is a director of several private companies. He is also a member of the Board of Trustees of the Cancer Research Institute. Mr. Dahl received a BA from Middlebury College and an MBA from the Harvard Business School.
Susan Balloch, Managing Director of Golden Seeds
Susan Balloch is a Managing Director of Golden Seeds, an angel fund that invests in early stage companies founded or led by women. Ms. Balloch’s 20+ year career prior to becoming an angel investor was in financial services both in the private equity world- fundraising and investor relations, and in investment banking. She is also an adjunct professor, who taught a leadership course at Columbia Business School. Ms. Balloch earned a BS degree from Georgetown University and an MBA from The Wharton School, University of Pennsylvania.
Karen Bantuveris, Founder and CEO of VolunteerSpot
Karen Bantuveris has 15 years experience as a consultant in customer centric- leadership development, marketing strategy and business process design. She is the Founder and CEO of Volunteer Spot an online coordination app that facilitates volunteering. Ms. Bantuveris is a recognized national expert in boosting parent involvement in school and using social media for social good. She frequently speaks at conferences including National and State PTA’s, mom blogger conferences, SXSW and Parenting Magazine’s Mom Congress. As the Founder and Principal of Radiance Learning, she worked with leadership teams at clients including Silicon Graphics, the Federal Reserve Bank of Dallas, Tenet Healthcare and Stanford Univeristy. Prior to Radiance Learning, Ms. Bantuveris was a consultant with Towers Perrin’s healthcare practice. Ms. Bantuveris holds both a BA and MHA from Tulane University.
David Teten, Partner ff Venture Capital (Chair HBS Angels of Greater NY)
David Teten, HBS 98, is a Partner with ff Venture Capital and Founder and Chairman of Harvard Business School Alumni Angels of Greater New York. He is cofounder of the Venture Capital Access Program, which helps women and minority entrepreneurs raise venture capital from members of the HBS Angels network. David is a board member of Social Fortress and a Mentor with Founder Institute in New York and Singapore, Dreamit Ventures, Entrepreneurs Roundtable Accelerator, Lean Startup Machine, and Startup Leadership Program.
David is a frequent keynote speaker. He has received the highest ratings of any speaker at three different conferences. David led the first-ever study of best practices of venture capital and private equity funds in originating new deals, and the first-ever study of VCs in creating portfolio company value through portfolio operations. He is the lead author of The Virtual Handshake: Opening Doors and Closing Deals Online.
Katina Stefanova, Bridgewater Associates
Ms. Stefanova has 15 years of international experience in the financial and technology industries. For the last eight years, she was with Bridgewater Associates in a variety of leadership positions driving corporate strategy and transformation during the company's rapid expansion from $15 billion to $140 billion in AUM. Currently, she manages Bridgewater’s Back and Middle Office and Corporate and Client Legal Relations. Prior to that, she was a Management Committee Advisor to Bridgewater’s CEO, Ray Dalio. Before joining Bridgewater, Ms. Stefanova was a Senior Manager at IBM, Global Business Services, specializing in post-merger integration and change management in the financial services and technology industry in Europe, Middle East and Asia (EMEA). She started her career at Arthur Anderson as a consultant in financial services and technology. Ms. Stefanova’s entrepreneurship experience includes being the Founder of Delta Business Consulting, an idea incubator company for start-ups in the technology and telecommunication industry and being one of the early employees at AdRelevance, an Internet Advertising Measurement Company. She is also an Angel Investor in early stage businesses. Ms.Stefanova is fluent in Russian and Bulgarian. Katina Stefanova received a BA in International Relations from Brigham Young University and a Masters of Business Administration from Harvard Business School.
Thursday, February 28th
Location: The Stamford Innovation Center, 175 Atlantic Street, Stamford, CT
Time: 6:30pm Registration, 7:00pm Program
Cost: $20 Members of HBSCT and/or HBS Angels of NY; $30 Non-members & Guests
Please register by 3:00pm on February 27th.
Includes drinks and hors d’oeuvres.
Organizers: Harvard Business School Alumni Angels of Greater New York, Diana Dowling (email@example.com) and Margaret Miao (firstname.lastname@example.org)
Co-sponsor: HBS Club of CT and The Stamford Innovation Center
Click here to make a reservation