The Definitive Guide to Peak Startup

Peak Startup

In this Session:In an era where artificial intelligence (AI) is transforming businesses at an unprecedented rate, understanding the legal landscape surrounding its use has become paramount for startups. Venturous Counsel stands out by providing seasoned, practical, and actionable legal advice that is both efficient and mindful of your startup's needs, all at a more affordable rate than traditional firms.The integration of AI into your business operations can offer incredible opportunities for growth and innovation. However, it also introduces a complex web of legal considerations, from data protection and privacy to intellectual property rights and beyond. This event is designed to address the common legal pitfalls and areas of concern related to AI use in startups. Whether you're already using AI or considering its implementation, understanding these risks is crucial to navigating the future safely and successfully. About the Speaker: Aravinda Seshadri&nbsp;is the Founding Partner of Venturous Counsel, a uniquely mission-driven firm dedicated to exclusively representing underestimated startups and investors committed to prioritizing diversity in their own organizations, as well as assisting such business to find the right legal partner, to help level the playing field for these startups and investors in terms of access to quality legal counsel. Aravinda received her law degree with distinction from Stanford University Law School and her undergraduate degree with honors in Language and Mind from New York University. She has represented a broad range of startups, entrepreneurs, venture capital firms and public companies, working directly with high-level executives and directors, advising companies and investors in various equity financing structures, M&amp;A transactions, licensing and strategic partnerships, as well as day-to-day counseling. She has worked with companies from formation through financing rounds to acquisition or public offering and been primarily responsible for SEC reporting obligations thereafter. Aravinda has over 15 years' of experience working as outside General Counsel to startups and investors in the startup space such as TaskRabbit, Lyft, Tally, Workato, Wonder Workshop, Felicis Ventures, Rakuten and Hustle Fund. A Super Lawyers Rising Star 2015- 2021.

Somi Arian

Founder-director

Aravinda 

Incorrect session date

Fields Format

AI and the Law: Mitigating Risks for Startups

In this Session: As a startup founder, every day, your LinkedIn feed is full of posts about the fact that the customers would want a “faster horse” and that they are “always right”, that all the answers are “outside of your office”, and that “no business plan survives first contact with customers”. Apparently, you should “pay attention to what users do, not what they say,” and “you’ve got to start with the customer experience and work back toward the technology”, and&nbsp;critically&nbsp;“testing with one user early in the project is better than testing with 50 near the end”. The quotes from thought leaders of the product industry leave you, dear founder, with a North Start concept of the importance of user feedback; what you need is a practical conversation on how to move forward, apply the idea in your business context, and refine your MVP proposition.&nbsp; Let's start our discussion by defining an MVP, explaining why customer feedback is essential to any progress, showing how to gather feedback in practice, and explaining how it could impact your product and business. Together, we will find the best way to move forward whether you have never spoken with your customers before or are a serial interviewer with a PhD in behavioural science. Crucially, let's analyse how the feedback could impact your day-to-day decisions and if there are any strategic choices you will have to make based on it. An hour together to get into the mindset of users, gather practical knowledge of what to do next and strategically think of the impact the user conversations will have on your business﻿About the Speaker: Pawel Kaminski is CTO and Co-Founder of F+L. With over two decades in the tech and product world, including a decade as a CTO, Pawel's all about people and progress. He's an expert at building teams, sorting out tricky conflicts, and finding simple answers in complex situations. Pawel's experiences range from contributing to FTSE 100 financial organisations to co-founding and leading the tech side of Founder and Lighting, where he's been steering the tech direction for the last decade, overseeing a team of over 100 developers. Additionally, he's played a key role in building and growing over 35 tech companies. Beyond work, Pawel is family-oriented and has an adventurous spirit. He took on the challenge of becoming the first Polish climber to conquer the three highest peaks in Greenland. He's a TEDx fan and is always up for chats on Lean methods, Kanban, entrepreneurship, tech trends, and growth.

Pawel Kaminski

Startups, Engineering, CTO, CPO, strategy, Lean, XP, Kanban

Iterative Testing: Refining Your MVP with Real Feedback

In this Session: In the first part of this webinar, Adam will discuss key differences between United States business types, focusing on specific reasons to choose one business type over another as founders consider expansion to the U.S. Next, Adam will then talk about the quirks of choosing the correct State within the U.S. to incorporate. Last, Adam will discuss common pitfalls and issues that foreign entities face when they expand into the U.S. The last half of the webinar will be open Q&amp; A, so bring your questions!&nbsp; About the Speaker: Adam Wardel&nbsp;joined nClouds as Chief Legal Officer in May 2022. “This is the fulfillment of a goal I gave myself three years ago. I believed that I had more to offer than my last job was affording. Ever since that day, I have searched for the next phase of my career that will allow me to grow and positively affect the lives of others.” During his 10-plus years of legal experience,&nbsp;Adam&nbsp;has focused on trying things that take him out of his comfort zone and exploring the world to learn different ideas and ways of thinking.&nbsp;He applies a proactive, forward-thinking approach to his role, where he leads legal, compliance, human resources, talent acquisition, training and development, and legal operations for 8 foreign subsidiaries. "The benefit to this type of forward-thinking vision is boundless but sometimes hard to quantify. It increases accountability and provides personal stewardship.” He teaches his children that they can take their destiny into their own hands. Recently,&nbsp;Adam&nbsp;helped his 6-year-old son feel personally independent and brave by speaking in front of a group of 150 people, alone. He was named a 2020 In-House Counsel of the Year by Utah Business magazine and is contributor for InView, a community for in-house legal professionals. Adam&nbsp;has a JD degree from Thomas Jefferson School of Law and a BA degree in Political Science and International Relations from Brigham Young University. "The curious paradox is that when I accept myself for who I am, then can I change myself and the world" — Carl Rogers --

Funding in the US: to Incorporate or not Incorporate

In this Session:This session will teach founders how to think about targeting the right investors, how to get warm introductions and craft cold outbounds, and how to run a successful fundraising process. About the Speaker:Rima is currently a Principal at Commerce Ventures where she&nbsp;&nbsp;focuses on investing in commerce infrastructure and retail technology. Prior to Commerce Ventures, Rima was a Principal at XRC Ventures, a NYC-based pre-seed accelerator and venture fund focused on investing in both retail technology as well as consumer brands. Before XRC, Rima worked at Ralph Lauren in Digital Strategy and Business Development. She began her career in Equity Research at Goldman Sachs, where she covered the consumer staples sector.Rima earned her MBA from The Wharton School where she was a Dorm Room Fund Partner and CEO of StartU. She is a graduate of Barrett, The Honors College at Arizona State University where she studied Finance and Economics and also holds a degree in Fashion Marketing from Parsons School of Design.

Rima 

Building an Investor Target List: Research and Strategy

In this Session: Underrepresented founders often face greater challenges in accessing opportunities and capital, but data from reputable institutions consistently shows that diverse founders, teams, and leaders tend to excel when given the right resources. Despite these encouraging statistics, many still encounter difficulties breaking into the startup ecosystem. This is where embracing your unique identity can be beneficial. How can you use what sets you apart to your advantage? As the landscape of capital allocation becomes more extensive and diverse, perhaps one can capitalize on their individuality to discover a new path to success. About the Speaker: Patrick Driscoll&nbsp;is a General Partner at Chasing Rainbows, an early-stage fund that invests in LGBTQ+-led startups. He’s spearheaded initiatives for the LGBTQ+ startup and VC community with StartOut, Gaingels, and individual founders in the US, Latin America, and Europe for over a decade. Before joining Chasing Rainbows, Patrick was a Venture Lead and Accelerator Manager at BMNT for deep tech and dual-use companies,&nbsp;deploying $20M. He has also led global investor education with 500 Global in partnership with Stanford, UC Berkeley, INSEAD, and large multi-national organizations.&nbsp; Patrick is connected to startups, corporate partners, and a global network of investors. He was recently ranked as #11 on the list of 101 LGBTQ+ VC and Startup Leaders to Know and on the National Venture Capital Association’s 2023 LGBTQ+Investors to Watch List. He's also been featured by NASDAQ and was selected as a 2023 Business Leader Under 40 by Business Equality Magazine.

Patrick Driscoll 

Empowering Underrepresented Founders: How Your Unique Identity Can Be Your Strength

In this Session:This session will consider the different debt and equity finance options available to your start-up business in the UK, compare and contrast these options and review what a debt provider and equity investor is looking for from a proposal. There will also be a focus on a number of the British Business Bank’s programmes, including the Start Up Loans Company and Regional Angels Programme. About the Speaker:The British Business Bank is the UK’s economic development bank. Our mission is to drive sustainable growth and prosperity across the UK, and to enable the transition to a net zero economy, by improving access to finance for smaller businesses. The Bank delivers a series of debt and equity programmes across the UK supported by almost 250 Delivery Partners. Lewis Stringer joined the British Business Bank in October 2016 and currently works in the UK Network Team for the Bank as a Senior Manager, covering the East &amp; South-East Midlands and supporting demand-side initiatives, as well as the recently launched Midlands Engine Investment Fund II..

Lewis Stringer 

Debt vs. Equity: What's Best for Your Startup (UK)

In this Session: When starting a new company, many entrepreneurs don’t understand how founder’s equity is affected over time by funding rounds, option pools and options grants.&nbsp;How does the initial founder’s equity change as new rounds of funding are taken?&nbsp;How does new funding work in regards to the ownership of the company?&nbsp;What is dilution?&nbsp;What is a capitalization table and how does it change over time?﻿- BENEFITS OF ATTENDING: <ul><li>Learn how founder’s equity changes over time.</li><li>Learn how options and option pool affect ownership.</li><li>Understand capitalization tables and how they change over time.</li><li>Discuss the pros and cons of outside capital.</li><li>Goal is to have the framework of understanding on how companies are capitalized over time and the effects founder’s equity.</li></ul> About the Speaker: Bob Gillespie&nbsp;is a serial entrepreneur bringing over 30 years of experience in technology, leadership, operations and finance to his role as Managing Partner of the REACH Commercial program. He has worked extensively with well over 100 companies, with his mentorship and network connections leading to new customers, partnerships and venture funding for the participating companies. Prior to joining the SCV/REACH team, Bob served as the Executive Director of The Elmspring Accelerator, a real estate technology accelerator. Bob also has deep entrepreneurial experience as an operator as a founder and/or executive at InContext Solutions, Conference Software Solutions and Old Republic Credit Services. Bob has his MBA from the University of Chicago Booth School of Business with concentrations in Entrepreneurship, Strategy and Finance. Bob loves history, is an avid reader and passionate traveler. He is more than 2/3 of the way to his goal of visiting at least 100 countries.

Bob Gillespie

Funding, Investment Structures, Cap Tables, Governance, Pitch Coaching

Founders' Equity Dilution and Cap Tables

In this Session: Celebrate International Women's Day by joining us for a groundbreaking roundtable discussion. This event is dedicated to addressing the challenges and opportunities facing female entrepreneurs in today’s venture capital world. Engage with a panel of pioneering investors, successful female founders, and advocates for gender equality in the startup ecosystem as they share their insights, experiences, and strategies for fostering a more inclusive and equitable investment environment. Discover actionable steps to empower female founders, understand the importance of diverse perspectives in innovation, and explore how we can collectively work towards a more balanced future in venture capital. Don't miss this chance to be part of the conversation that aims to reshape the industry and pave the way for the next generation of female entrepreneurs. About the Speaker: Aravinda Seshadri is the Founding Partner of Venturous Counsel, a uniquely mission-driven firm dedicated to exclusively representing underestimated startups and investors committed to prioritizing diversity in their own organizations, as well as assisting such business to find the right legal partner, to help level the playing field for these startups and investors in terms of access to quality legal counsel. Amanda Heyman&nbsp;is co-founder and Managing Partner of Tundra Ventures, an early-stage venture fund investing in pre-seed founders whose extraordinary lived experiences unlock unique insight into untapped software, healthcare, and consumer markets. Amanda also served as a Founding Partner at Lunar Startups, a Twin Cities-based accelerator designed to supercharge high-potential startup companies founded by new majority CEOs. ﻿Stephanie Marshall is CEO &amp; Founder of M3 Advisors. New Market Strategy and Innovation Executive. Startup Advisor and Investor. People-First Leader and Culture Builder. With a history of developing disruptive products and leading high-performing teams, she has made significant impacts at Verizon Wireless, Wireless Registry, and Ford Motor Company. Co-founder of Citrine Angels and a noted speaker, she is celebrated for her visionary approach and dynamic leadership. Carlos Ochoa is a serial entrepreneur and investor on a mission to create positive social&nbsp;impact through cutting-edge technology and innovation. Born and raised in Mexico City, Carlos emerged as a living testament to social mobility and entrepreneurship possibilities. His journey has transformed him into a vocal advocate for diversity in the tech industry. He is the founder and Managing Partner of Alpha Impact 8 Ventures, a San Francisco-based venture capital firm focused on solving systemic problems by investing in the best women and minority-led startups. As an investor, he boasts an impressive track record managing portfolios that consistently deliver exceptional returns. His first fund&nbsp;is in the top 1%. Chantal Bacon is an AI Inventor and the visionary Founder &amp; CEO of CornerstoneX, celebrated for her innovative approach to artificial intelligence and its applications across various disciplines. As an esteemed member of the Oxford University Alumni Board and a dedicated PhD student specializing in Science and Technology with a focus on AI, Chantal is deeply committed to leveraging technology to address contemporary opportunities and future challenges. Lola Ortiz&nbsp;&nbsp;is Executive Director at Smart Cookie Media with over 10 years of experience in digital marketing, working with international brands and leaders to develop their personal brands and thought leadership. More panelists will be added shortly.

Lola Ortiz

Executive Director

Chantal 

Stephanie Marshall 

Amanda Heyman

Carlito 

Invest in Her: Transforming the VC Landscape for Female Founders

In this Session: Step into the future of healthcare innovation as you join us for an exclusive opportunity to witness a handpicked lineup of early-stage healthcare startups as they showcase their groundbreaking solutions tackling key challenges in the healthcare realm.&nbsp; You will participate with startup founders as they pitch directly to VC’s that will provide expertise and insights, to help shape the trajectory of these pioneering ventures and uncover the next wave of transformative healthcare technologies. About the Speakers: Faye Sahai&nbsp;is Founding Managing Partner at<a href="https://www.telosity.co/" rel="noopener noreferrer" target="_blank" style="color: rgb(2, 186, 212);">&nbsp;Telosity Ventures</a>, an early-stage venture capital fund investing in digital wellness and mental health. Prior, she has 20+ year experience in healthcare, financial institutions, and insurance innovation and investment executive roles at Kaiser Permanente, Schwab, AIG, Blue Shield and Deloitte Consulting and founded 3 of her own startups. Adam Choe is the Managing Partner at <a href="https://tundravc.com/" rel="noopener noreferrer" target="_blank" style="color: rgb(2, 186, 212);">Tundra Ventures</a>. He founded a pediatric healthcare company and was the Managing Director at generator Minnesota. He is a former adjunct professor and two time academic research fellow. He serves on the board Glen Nelson Center and Children's Cancer Research Fund.&nbsp; ﻿Emily Zhen is a principal leading the Health Equity investing vertical at <a href="https://www.zealvc.co/" rel="noopener noreferrer" target="_blank" style="color: rgb(2, 186, 212);">Zeal Capital Partners</a>. Zeal Capital Partners invests in diverse management teams at the seed and Series A stages reimagining the building blocks of wealth, from healthcare to education and employment to financial health, that turbocharge economic mobility. Prior to Zeal, Emily was a healthcare VC and growth investor at NEA where she invested from seed stage to growth/public. Previously, she was a healthcare investment banker at Goldman Sachs and worked in various operating roles in digital health, clinical research, and government. She graduated from the University of Pennsylvania with dual degrees in biology and business from The Wharton School. Advancing health equity and promoting diversity is a personal mission for Emily, as a first-generation American. She is an advisor for Gold House’s Gold Rush Accelerator for Asian American Pacific Islander founders and the healthcare co-lead for Emerging Venture Capitalists Association. Marco Gullá is an Investment Associate for<a href="https://www.hthvc.com/" rel="noopener noreferrer" target="_blank" style="color: rgb(2, 186, 212);"> Health Technology Holding</a>, an italian VC backed by the Zambon Family, owner of the Zambon Group - an italian and multinational pharmaceutical company. They invest exclusively in the Life Science sector, such as Biotech, Medtech, Pharmatech, Digital Health and FemTech. He graduated in Medical Biotechnology at the School of Medicine and Surgery of the University of Bologna Alma Mater Stodiorum, and he is constantly seeking new and supernew innovation in the life science space.

Faye Sahai

Tanuj Sharma

Farid Ismayilzada

Adam Choe

George Garcia

Marco Hth 

Srinivas Palepu

Artificial Intelligence

HealthTech Pitch Day: Virtual Pitch Day for Healthcare Startups

In this Session: Drawing on over 15 years of expertise in talent acquisition, this session is designed for both burgeoning startups and well-established companies aiming to scale. We will equip you with the insights and perspectives necessary to navigate the complexities of hiring talent effectively. This insights are echoed by the success and growth of our partners and clients, and the consistently high satisfaction scores we get from our clients. Learn about the significant impact a misfit can have on your organization, from financial setbacks to disruptions in team dynamics and productivity. With our extensive experience, we'll provide you with the strategies needed to hone your hiring process, ensuring you secure talent that not only meets your requirements but also shares your company's vision and values. Join us to transform your approach to hiring and protect your company's future success. About the Speaker: Horia Oltean is the Co-Founder of <a href="https://www.primehire.io/" rel="noopener noreferrer" target="_blank" style="color: rgb(2, 186, 212);">PrimeHire</a>, where he thrives on solving complex staffing challenges with innovative tech solutions and finds immense joy in seeing deals come to fruition. His career in tech sales is marked by significant achievements, including driving staff augmentation and custom software development deals past the $5M mark. Horia's approach to sales is holistic, focusing not just on numbers but also on the people, stories, and relationships that make each transaction meaningful. His dedication to helping hundreds of tech specialists goes beyond professional duty, becoming a personal mission to empower talent in the tech industry. Horia's sales philosophy mirrors his enthusiasm as a fitness coach, infusing strategy, teamwork, and competitive spirit into every aspect of his work. He excels in relationship-building, not merely as a skill but as his calling. George Cretu is an accomplished entrepreneur with over 14 years in the startup ecosystem, distinguished for his expertise in co-founding and leading diverse ventures, especially in software development and HR consultancy. George is the Co-Founder of <a href="https://www.primehire.io/" rel="noopener noreferrer" target="_blank" style="color: rgb(2, 186, 212);">PrimeHire</a>, where his passion for creating value and empowering people is evident in his work, which emphasizes remote work and agile project management. As a co-founder and COO of several Staff Augmentation Startups, George has been instrumental in helping VC-backed companies like Intercom, Invision, MealPal, and Juul build their product teams, showcasing his talent in assembling and managing over 2000 remote engineers across the globe and opening offices in Romania. His expertise extends beyond team management, encompassing consulting, coaching, marketing, sales, and client success. George excels in overseeing operations, ensuring quality, and delivery, making him a formidable figure in operational excellence and quality management in the startup landscape. His multidisciplinary approach and commitment to excellence make him a key player in driving startups towards success and sustainable growth.

George Cretu

Software Development, Recruitment, Staff Augmentation

Horia Oltean

Sales, Business Strategy, Staff Augmentation, Business Relationship Management

When Hiring Goes Wrong: The Real Cost of a Bad Hire

In this Session: One of the questions we hear most often from founders is how do I know when to start scaling my business? How do I balance scaling quickly with efficiency? In this session, we'll discuss how to create the leading indicators and criteria to navigate your business from product market fit to go to market fit to growth mode to optimize for future fundraising in the current market.&nbsp;﻿About the Speaker: Mandy Cole hired &amp; mentored hundreds of sales professionals and built &amp; scaled some of the fastest-growing B2B marketplace and SaaS organizations , including LivingSocial ($5MM-$750MM), MyNewPlace ($0-$20MM), Main Street Hub ($2MM - $10MM) and Zenefits. Mandy founded Rise Accelerator to help Series A companies build and scale GTM before joining Stage 2. An avid college basketball fan (Go Tarheels!), Mandy lives in the Bay Area and spends her free time traveling, hiking and cooking.

Mandy Cole 

The Science of Scaling: When and How Fast

In this Session: Join us for a chat with Yngvi Karlson and Kasper Juul, co-founders of Kin, for a casual yet deep dive into the future of technology, focusing on Quantum and AI's transformative role in our personal lives.&nbsp; We'll talk about personal AI and share our insights and predictions on the future of tech and how these advances could reshape society and individual autonomy. About the Speaker: <a href="https://www.linkedin.com/in/juulkasper/" rel="noopener noreferrer" target="_blank" style="color: rgb(2, 186, 212);">Kasper Juul:</a>CEO and Co-founder of KinWorked with Deep Tech AI with MIT CSAIL, and built multiple ventures in South East Asia. <a href="https://www.linkedin.com/in/ykarlson/" rel="noopener noreferrer" target="_blank" style="color: rgb(2, 186, 212);">Yngvi Karlson:</a>Co-founder of Kin and GP at Morph Capital <ul><li>6 years of VC experience</li><li>30 investments</li><li>20 years of entrepreneurship</li><li>2 exits</li></ul>

Yngvi Karlson

AI, Quantum, and Beyond: Deciphering the Next Big Tech Waves

In this Session: Designed for startup founders who are keen to navigate the complex journey of building a successful business with foresight and wisdom. Join us as seasoned entrepreneurs and industry experts share their personal experiences of common pitfalls in the startup world and offer strategic advice on how to sidestep them. From missteps in fundraising and team building to oversight in market research and product development, this session covers a broad spectrum of challenges that founders face. Learn not only how to anticipate these hurdles but also how to transform them into opportunities for growth and innovation. Whether you're in the ideation stage or scaling your startup, this session will equip you with practical insights to fortify your entrepreneurial journey against common mistakes and pave the way for enduring success. About the Speaker: Aravinda Seshadri&nbsp;is the Founding Partner of Venturous Counsel, a uniquely mission-driven firm dedicated to exclusively representing underestimated startups and investors committed to prioritizing diversity in their own organizations, as well as assisting such business to find the right legal partner, to help level the playing field for these startups and investors in terms of access to quality legal counsel. Aravinda received her law degree with distinction from Stanford University Law School and her undergraduate degree with honors in Language and Mind from New York University. She has represented a broad range of startups, entrepreneurs, venture capital firms and public companies, working directly with high-level executives and directors, advising companies and investors in various equity financing structures, M&amp;A transactions, licensing and strategic partnerships, as well as day-to-day counseling. She has worked with companies from formation through financing rounds to acquisition or public offering and been primarily responsible for SEC reporting obligations thereafter. Aravinda has over 15 years' of experience working as outside General Counsel to startups and investors in the startup space such as TaskRabbit, Lyft, Tally, Workato, Wonder Workshop, Felicis Ventures, Rakuten and Hustle Fund. A Super Lawyers Rising Star 2015- 2021.

Mistakes Founders Make and How to Avoid Them

In this Session: Tailored for entrepreneurs and business leaders poised to cross borders and conquer new markets. Delve into the critical aspects of international expansion, including market analysis, legal compliance, cultural adaptation, and logistical challenges. Hear firsthand from those who've successfully navigated the complex journey of global growth, and learn from their experiences and strategies. This event is a must-attend for anyone looking to understand the nuances of entering foreign markets, overcoming obstacles, and seizing international opportunities for their business. About the Speaker: Daniel Unger Ibri is a Managing Partner and Co-Founder of Mindset Ventures, an international Venture Capital Fund investing in startups from the U.S. and Israel, and was listed as one of the most influential investors of 2018 by Venture360. Besides that, Daniel is also a board member in several startups in Brazil and abroad, a mentor at Endeavor, Artemisia, Quintessa, ACE and Lisbon-Challenge, member of the Entrepreneurship, Innovation and Seed Capital Committee (CEICS-VC) of the Brazilian Association for Private Equity &amp;amp; Venture Capital (ABVCAP) and professor of entrepreneurship and finance at INSPER, in Sao Paulo. Daniel is also the co-author of the book Private Equity and Venture Capital in Brazil released in 2022. Before starting Mindset Ventures, Daniel worked several years as an international management consultant, M&amp;A advisor, angel investor and mentor for startups. Over the past 12 years Daniel has led strategic planning, financial structuring, turnaround and M&amp;A projects for SMEs in Brazil and mentored dozens of startups from across Brazil, USA and Europe. Daniel founded and managed GRID Investments, a successful Seed and Venture Capital Firm in Brazil, awarded in 2014 as Best VC Fund Manager by Microsoft / Spark Awards. Daniel also has executive experience and has worked as a trainer and professor for several Brazilian companies and universities. Daniel holds a bachelor’s in business management from FGV-EAESP, an MBA in Business Strategy, and specialization in Venture Capital from Berkeley University. He also completed several postgraduate and executive courses in universities such as Singularity University, Babson College, Harvard Business School, Rotman School of Management, and University of Texas at Austin.

Daniel Ibri

International Expansion: Considerations and Hurdles

In this Session: Dive into the world of elite investment strategies at this exclusive event is designed for family office executives and high-net-worth individuals seeking to refine their investment approach and safeguard their legacy. Uncover the secrets of successful family offices, from asset allocation and risk management to philanthropy and intergenerational wealth transfer. Engage with industry leaders, renowned financial experts, and seasoned family office practitioners who will share actionable insights and proven strategies. Whether you're looking to optimize your current portfolio or explore innovative investment avenues, this event will equip you with the knowledge and network to achieve strategic success. About the Speaker: Kevin Tan is an accomplished investor, brings a global perspective, having successfully worked with companies in Asia, Europe, and North America. His forte lies in alternative investments, where he has demonstrated a keen ability to navigate and succeed across diverse sectors—consumer &amp; retail, energy, health, industrials, real estate, technology, and transport. This showcases Kevin's versatility, strategic acumen, and adaptability in the dynamic world of international finance. What truly defines Kevin is his dedication to collaborating with entrepreneurs. In this collaborative endeavour, Kevin's guidance isn't just about business—it's about understanding the intricacies of each entrepreneur's journey. By tailoring his support to individual needs, he fosters an environment that transcends typical mentorship. Kevin actively shares his wealth of knowledge, leaving a lasting impact that empowers entrepreneurs to confidently navigate the challenging terrain of business. His unique approach not only drives business growth but also instills a sense of resilience and confidence in those he collaborates with.

Kevin Tan

The Family Office Playbook: A Blueprint for Strategic Success

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