WAAN Education: Returns and Building a Portfolio


Date and Time
Wednesday, March 2, 2022
5:00pm— 6:30pm
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Location
Virtual
Contact
Andrea Yeh
Who's coming
Marina Petrova Kenneth Davis James Feldkamp Richard White joan carpenter Andrea Hoff Kirthika Parmeswaran Richard Shain Nik Jn-baptiste Lei Wang Jonathan Leibowitz Aaron Miller David Brenninkmeyer Vagner Perez Douglas Roth Rachel Bassini Wise Cho Amy Tananbaum Liz Earley Cassie Guo Stacy Humphrey Robert Kmetz Cynthia Domine Steven Kirkpatrick Dennis Mendoza Ramesh Gupta Vatsal Jain Daniel Lichi David Kohen john goodrich bill kriebel Sidney Klawansky Nancy Rooney patrick daly Phillip Kim Sean Bruno Francis Donovan Tom Benson Antony Anyosa Carlos Niezen William Weddleton Jun Fan Vamshi Gangupomu Timothy Sherrod Marty Isaac Sophia Lee Abhishek Khatri C Naik
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The Wharton Alumni Angel Network (WAAN) Boston will have its next education webinar to discuss: 1) which round (angel, seed, etc) generates the best returns; and 2) how to build a portfolio of angel investments.

The webinar will consist of two experts from Launchpad Venture Group

  • Alex Brown, Managing Director- Launchpad Venture Group
  • Barry Coffman- Launchpad Ventures

Please RSVP to receive Zoom information.



ABOUT OUR SPEAKERS:

Alex Brown, Managing Director- Launchpad Venture Group
Alex has been involved in Launchpad since 2011 and is an active angel investor in a variety of New England based startups. He co-manages The Beacon Venture Partners Fund, which invests in a diversified basket of local early stage companies including the Launchpad portfolio. He mentors and advises several Boston-based companies.

Alex is also the Founder and Principal of Glaessel Ventures, a consulting and training company that connects thoughtful strategy with effective product and service development. As a Certified Scrum Trainer, he helps a broader range of companies understand and implement Agile transformations that achieve sustainable success. As a management consultant, he focuses on go to market strategy, with expertise in consumer behavior, product & service innovation and product/market fit.

Previously, Alex was a Partner at Recon Strategy, a Healthcare-focused strategy consulting firm. Before that he served as Chief Operating Officer of Scrum Inc, a local startup that invented the Scrum Agile framework and continues to improve the state of the practice in Agile product/service development. Prior to that, he was a Principal at the Boston Consulting Group, helping lead the Industrial Goods, Consumer & Retail, and Healthcare Practice areas.

Alex earned a B.S. and Masters in Engineering from Cornell University, and an MBA from the Wharton School of the University of Pennsylvania.

Barry Coffman- Launchpad Ventures
Barry has been a professional investor and institutional money manager for 30 years. Currently he focuses his time on his angel investing activities through his membership in Launchpad Venture Group and his network in the startup community. Barry serves or has served as a board member or advisory board member for many of these companies including RealPlay Sports, Zippity, Smart Lunches, Happie, Woo Sports, Testive, Punchbowl and Pixability.

Prior to joining Launchpad Barry was a Co-Founder, Managing Partner and Portfolio Manager for Boldwater Capital Management, a credit focused hedge fund firm from 2002-2008. Barry helped launch the firm along with its two funds which totaled $250mm at their peak.

Prior to joining Boldwater in January 2002, Barry served as Vice President for Fidelity Management and Research, where he worked for 15 years in the High Income Division as a High Yield Portfolio Manager and Analyst. In that capacity, he was the sole manager for a number of retail and institutional high yield bond portfolios whose combined assets were approximately $5 billion at their peak. Barry received his MBA in Finance from Columbia University and a BS in Economics from the Wharton School of the University of Pennsylvania.


Disclaimer: The Wharton Alumni Angel Network (WAAN) Boston is a special interest group of the Wharton Club of Boston. It is a forum in which investors may be educated about aspects of investment and business, as well as introduced to companies for possible investment. It is not a fund, broker, clearinghouse, or any other form of investment advisor. It is not registered, authorized or regulated by the US Securities and Exchange Commission. Any information distributed by the Network or its representatives is for information purposes only and is not intended to be, and is not, an endorsement or recommendation with respect to any investments, or an endorsement of the accuracy or adequacy of the information. The choice to use and the manner of utilizing information and knowledge gained through WAAN Boston are each member's individual and personal choice. No guidance shall be given, nor shall any person affiliated with WAAN Boston (or WAAN Boston itself) be responsible for an individual member's use of the information, investment decision, or the results of any investment. WAAN Boston does not conduct any investigation to verify the factual information submitted to potential investors by individual entrepreneurs. Hence, WAAN Boston makes no representations or warranties regarding these companies. Investors must conduct their own due diligence and negotiate the terms of any investment they elect to make. Each member of WAAN Boston is responsible for his or her own investment decisions, and WAAN Boston is not recommending any particular company for investment. Potential or actual investors are responsible for obtaining the necessary information for evaluating the merits and risks of an investment, as well as engaging their own investment advisors. Potential or actual investors understand that angel investing entails significant risks and may result in a complete loss of investment. WAAN Boston, Wharton Club of Boston, or the Wharton School is not responsible for, and shall have no liability for, any investment decisions.


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