ANGELS & FAMILY OFFICES

How Do Family Offices & Angels View Seed & Series A Rounds?

Angel investors are a mainstay in the earliest financing rounds, and many consider Family Offices as the holy grail of investors. These groups share many similarities, and can work in synergy to help their portfolio companies advance. This panel will cover topics such as:

  • What are the similarities and differences between Angels and Family Offices?
  • What are the benefits of working with each group?
  • How does investing personal money change the way Angels and Family Offices act from the traditional VC?

A startup looks to many different kinds of investors when fundraising, and understanding the fundamental differences between groups can improve the success of their approach. Angels and Family Offices frequently invest early on, and can shape the way a company develops. Panelists will discuss how best to approach them and engage their interest.

Panelists:

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Katherine Hill Ritchie, Director Nottingham, Spirk Family Office (Moderator)

Mrs. Hill Ritchie has worked internally and as an advisor to 8 family offices through her firm, Private Capital Investments, LLC. Her current role is Director and Board Member for Nottingham Spirk Family Office, and her past roles include: Simon Group Holdings, Eden Capital, PEX Global, and Wedge Alternatives. She spent 7 years in Switzerland where she was a Managing Director at Palladio Alternative Research and Senior Analyst and Investment Committee Member for the Saad family office’s $3.5 billion investment portfolio. She is an Angel Investor and is on the investment committee for University Impact, a social impact VC fund. Katherine received her MBA from Fordham University and her BS in Psychology from University of Maryland. Her Board member activities include: Chair of the ACG New York Family Office Committee, Board Member of ACG NY, and Family Office Advisory Board of TriState Capital. Her past philanthropic volunteer activities include: Global Co-Chair of The Guild, the Philanthropy and Education Committees of 100 Women in Finance, and Fordham MBA Overseers Board.

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Charles Cameron, Founder and Managing Director, Hub Angels Investment Group

Charlie has over 20 years of management consulting, marketing and investing experience in more than 30 countries. His experience ranges from working on strategy with Fortune 500 companies to mentoring emerging technology companies to venture investing. He works with entrepreneurs, investors and family offices in Europe, the US and Canada. In addition, he is SVP of Business Development at Cooley LLP, a national law firm with a broad, technology-oriented client base. During the past decade Charlie has built a global network of entrepreneurs, VCs, angel groups, and service providers. Charlie has an MBA from MIT, an MPH from Harvard University, and a BA, Economics–honors, Phi Beta Kappa, from the University of Massachusetts.

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Ozan Isinak, President, Central Canada Keiretsu Forum

Ozan is an active investors and serial entrepreneur with over 25 years of international experience within the angel investment, venture capital and private equity sectors. Based out of Silicon Valley during the first dotcom boom in the 1990’s, Ozan worked closely with Fortune 1000 companies in San Francisco, Los Angeles, Seattle, New York, Toronto, Hamburg, Stockholm, London and Istanbul. Ozan later acted as General Partner in various angel investment and private equity practices. He is currently the President of Keiretsu Forum Canada, the world’s largest angel investment network operating on four continents. The global network specializes in syndication of deals and invests over $100 million into 200 early stage companies each year. Ozan also holds a Partner position in Trendwell Ventures Inc., a Toronto based boutique M&A practice. He actively participates in portfolio investment decisions, venture capital GP duties and helps technology enabled companies scale through hands-on management toward exit transactions. Ozan received his MBA in Finance from the University of San Francisco – McLaren School of Business in 1998 and holds a double major in Economics & Political Science from the University of Western Ontario (1994). He speaks English, Turkish and French. 

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Ron Paliwoda, Founder and President, Paliwoda Group

Ron Paliwoda is an accidental entrepreneur and seasoned investor, primarily through the Ventures arm of The Paliwoda Group, the firm he founded over 20 years ago. The firm’s evergreen Health Tech Fund targets early-stage innovation that reduces costs to healthcare consumers, including projects that promote cost transparency to help consumers make more informed decisions in selecting service providers; that weave raw data streaming from remote patient monitors into insight about one’s health and fitness (i.e. BioArray); and innovations at the intersection of molecular diagnostics and computational biology that use machine-learning tools to better understand complex disorders (i.e. Genotype Diagnostics). Ron actively advises entrepreneur leaders working to solve care and education challenges at underserved communities, and is a passionate advocate of local working environments where startups are nurtured and high-potential teams can excel.

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Caroline Sai, Head of Operations, Angels Santé

Caroline is of French-American background and educated both in the US and France. After a master’s degree in International Business, she gained extensive business and Communication experience in Europe, Africa and the Middle East. She is currently the Operations Manager of Angels Santé, the largest business angel network in Europe solely dedicated to healthcare and well as the European Coordinator for the EIT Health Investor Network, which brings together private equity investors and healthcare startups raising between 500 K to 10 M €. Caroline, who is passionate about early stage investment, is based in Paris.