The Entrepreneurship Society Raising Capital Event [Invite Only] - Toronto
MaRS Discovery District, rooms CR2/CR3 @ Collaboration Centre
101 College St, Toronto, ON M5G 1L7, Canada
The Entrepreneurship Society is hosting an invite only Raising Capital Conference (for Emerging Tech Founders, Investors and Venture Debt Funds)
(If you're a founder, lender or investor and looking for an invite or chance to speak,
please reach out to firstname.lastname@example.org)
What is the The Entrepreneurship Society?
The Tech Society facilitates transactions among emerging technology Founders/C-Suite, investors and service providers. The Tech Society owns The Entrepreneurship Society, The Cannabis Society, The Blockchain Society, The PropTech Society and The E-Gaming Society. The Tech Society creates, markets and executes 120+ emerging technology conferences and hackathons annually in the USA, Canada, and Europe with expansion planned for Asia in 2020.
The Conference will include speaker presentations, panels, and a roundtable discussion designed to connect you to investment opportunities / sources of capital while learning from business experts and thought leaders.
Raising Capital Conference
1:30 - 5:30 PM
50+ high growth founders (post seed / series A stage) + CFO's who are Raising Capital
30+ Sources of Capital
7 panels: Family Office/Fund-to-Fund Investors, Angel & Accelerator, Venture Debt, VC, Private Equity, Owners, and Founder Panels
*Tentative (Evolving) Schedule*
1:15-1:30 PM - Registration1:30-1:40 PM - Opening remarks by TES and CEO Global Network1:45-2:05 PM - Family Office and Fund-to-Fund Panel2:10-2:25 PM - Founder Pitch2:30-2:50 PM - Angel & Accelerator Panel2:55-3:15 PM - Venture Debt Panel3:20-3:40 PM - Founder Panel3:45-4:05 PM - VC Panel4:10-4:30 PM - Private Equity Panel4:35-4:55 PM - Owners Panel5:00-5:30 PM - 1x1 Meetings - Networking 5:30 PM - Deal Making & Conference Conclusion
*Schedule subject to change
Cole Diamond, CEO at Coinsquare
A Toronto native, Coinsquare CEO Cole Diamond aims to build Coinsquare into a 21st century financial institution that disrupts how the financial services industry operates. He is a serial entrepreneur, now launching his third company, with a proven track record of taking companies from nothing to millions of dollars in monthly revenue. In 12 short months, Cole has led Coinsquare to 150 employees, 300k+ users, and $55M+ in funding, opening Coinsquare up for being in the conversation for Canada’s fastest growing company. Cole speaks on panels and keynotes regularly for the FinTech scene in North America. Further, he has built a transparent and entrepreneurial culture within Coinsquare in order to build the best technology company in Canada.
Daniel Israelsohn, Vice President, Plaza Ventures
Daniel is a finance executive with extensive experience advising and leading multi-national corporations on their corporate finance and tax structures. As the finance leader for a high-growth SaaS company, Dan scaled up operations and managed the strategic sale of the company to a private equity firm. He has also served as a financial and strategy advisor to various early- and mid-stage tech companies. Today, Dan leads PV’s finance and administration, overseeing all due-diligence activities. He works closely with our portfolio finance teams to improve their finance functions, metrics tracking and governance. With our partners, Dan takes a leadership role in the practice helping to manage investments and deliver superior returns to investors.
Matt Cohen, Founder & Managing Partner, Ripple Ventures
Ripple Ventures was founded by Matt Cohen, an operator turned investor. Starting with his first investment in Turnstyle Solutions, he helped bring the company from idea in 2012 to exit in 2017 with more than just his cheque. Through hands-on operations, strategy, and business development guidance, the company sold to Yelp! in 2017. Afterwards, Matt went on to Street Contxt, a global communication platform for the institutional financial community, to help scale their enterprise sales team.
Matt's experience: Director Enterprise Sales - Street Contxt (Toronto & Boston), Founding Investor & Board Member - Turnstyle Solutions, Director Institutional Sales - National Bank Financial, Vice President Institutional Sales - RBC Capital Markets (Toronto & New York).
Alex Baluta, Chief Executive Officer of Flow Capital
Mr. Baluta has over twenty-seven years of professional experience in Canada and the US in investment banking, equity research, mergers and acquisitions, operations, consulting, and entrepreneurship. Alex was a top-ranked equity research analyst in Canada in the early 2000s, focused on the software sector. His primary focus throughout his career has been advising, analyzing, operating, and investing in small and medium-sized enterprises, primarily in high-growth technology sectors.
William Sutherland, Vice-President, Kilmer Group
William holds the role of Vice President Investment Services and has 20 years of experience in finance and operations. He has been seconded to the Coca-Cola Canada Bottling group as a Special Projects Lead to assist with operational and non-organic growth of the company. William previously worked as a Principal at Kensington Capital. He was a senior member of the deal investment and management team focused on private equity, venture capital and infrastructure platforms. William was selected on several occasions to take operating roles with portfolio companies where he was successful in implementing strategic plans and providing significant operational improvement. He has advised dozens of companies in the development of comprehensive operating plans, financial models, financial restructuring and M&A.
Prior to Kensington, William worked for the Global Investment Banking division of RBC Capital Markets, as an Associate in the Corporate Finance Energy Group in Calgary. William was also a member of the RBC ECM Generalist program and spent two years with M&A, sales & trading and equity research groups both in Toronto and New York. In addition, William has operatioal, engineering design and risk management experience with Toyota Motor Manufacturing North America and Toyota Tsusho Canada. William, a professional engineer, also ran his own engineering consulting firm, serving clients in the Ontario area.
Mark Gilbert, Director, Espresso Capital
Mark Gilbert is a seasoned tech banker who brings 12 years of sales and underwriting experience at financial institutions. Prior to joining Espresso, Mark was at a Tier 1 Canadian Bank, where he was the Regional Market Leader of the bank’s Technology practice for the Greater Toronto Area. He has financed technology companies across Canada, a number of which have been recognized via industry awards for their leadership and growth.
Jonah Midanik, Founder & CEO, Limelight Platforms and Venture Partner with Acceleprise
An engineer by trade, Jonah has spent the last twenty years at the intersection of marketing and technology as a serial entrepreneur in Canada. Jonah has been lucky enough to have several different lenses on the founder journey from bootstrapping, to launched new corporate divisions, and raising 8 figures of venture capital. Jonah currently spends his time as founder / CEO of Limelight Platforms, and helping Canadian companies grow as a Venture Partner with Acceleprise, an early stage Fund with operations in New York, San Franciso, and Toronto.
Rob Luini, Senior Account Manager, Export Development Canada (EDC)
Rob started at EDC in 2013 and before that was with a major international bank. Rob has worked with start-ups to larger multinational clients in many industry segments but his favorite has always been within the technology industry. If you have questions about mitigation the risk of going abroad or are looking for financing capacity to help grow internationally – feel free to reach out.
Eva Lau, Founding Partner, Two Small Fish Ventures
Eva is a well respected entrepreneur-turned-investor in Canada. Before starting Two Small Fish Ventures, she was Wattpad’s Head of Community and Content. She helped nurture and scale the Wattpad community from its infancy to become one of the largest online communities with tens of millions of monthly users around the world. With a sharp focus on investing companies with strong network effect as their defensibility, Eva has created the ASSET framework that many entrepreneurs and accelerators have adopted in their developing business strategies. Eva is regarded as an expert in this area.
Eva is also involved in many incubators and accelerators, such as Creative Destruction Lab at Rotman School of Management, University of Toronto’s Entrepreneurship Hatchery, Ryerson’s DMZ, University of Waterloo’s Velocity and Techstars. She also serves on the board of Branksome Hall and a number of startup companies.
Mykal A. Johncox, Chairman, The Johncox Company
Mr. Johncox is the Chairman of The Johncox Company, a sector-agnostic investment company focused on early stage ventures. The Company works alongside its portfolio companies, not only as an equity partner, but also in operations. Mr. Johncox brings to bear significant, international market and operational experience, having overseen derivatives at a multi-billion-dollar asset manager, orchestrated turnarounds, levered equities, and engaged in special situations.
Jeremy Thompson, Partner, Penfund
Jeremy has over 20 years of private equity investing experience. He began his career working in the leveraged finance department of Goldman, Sachs & Co. in New York with a focus on senior and subordinated debt financing in a variety of industries. He later joined Oak Hill Capital Management, Inc. in New York, where he was responsible for private equity investments in the basic industry, consumer products, and retail and distribution sectors. Prior to joining Penfund, Jeremy spent more than 10 years with ONCAP Management Partners, the middle market private equity division of ONEX Corporation. While at ONCAP, Jeremy led transactions in the automotive aftermarket, renewable energy, education and business services sectors. Jeremy has a BA (Honours) in Economics from Queens University.
Frank Spano, Chief Operating Officer, New Age Products
Frank Spano is in the business of solving problems for homeowners. Over the past decade, he’s co-founded and built NewAge Products, a manufacturing and distribution company leading the home improvement industry with its best-in-class online shopping experience. The company’s suite of products include expertly engineered, innovative organizational solutions tailored to the garage, outdoor kitchen, and home bar categories, and is poised to enter multiple new home categories in 2020. NewAge has been named one of Canada’s fastest growing companies by Profit Magazine and Frank was recently named one of Canada’s top 40 under 40 by Bloomberg and the Financial Post.
Adam Shantz, Principal, ONCAP
Adam joined ONCAP in 2010. Previously, he worked in the Investment Banking division of UBS in Toronto. Adam is a Chartered Financial Analyst.
Adam focuses on investment opportunities in the Retail and Packaging sectors.
Adam holds an Honors in Business Administration from the Richard Ivey School of Business.
Dana Parsons - Director of New Ventures, Highline Beta
Dana Parsons is the Director of New Ventures at Highline Beta. She's worked with globally recognized brands such as ABInBev (Anheiseur Busch Global), RBC Ventures, and Aviva helping them navigate collaborations with new technologies. Previously she CoFounded a tech startup and worked for an award-winning technology incubator growing its portfolio from eight in 2016 to twenty-one by 2018. She was recognized as one of Atlantic Canada's Top 40 under 40 and continues to support the Eastern Canadian tech ecosystem from her current home in Toronto, ON.
She unapologetically aims to make her cats (@prouthouse) Insta-famous and believes "everyone is in charge of their own good time".
David Kwok, Entrepreneurship Manager, Yspace (Launch YorkU)
David joined York University in 2017 as the Entrepreneurship Manager for YSpace Markham. Prior to joining York University, David held various roles at The DMZ at Ryerson University, ranging from business development to creating programs for incubated startups.
In addition to this, David has co-founded ZerotoStartup, an educational venture focused on creating curriculum for maker spaces upon graduation. He is also involved with several non-for-profit organizations including SAGE Canada, a youth entrepreneurial program as the National Coordinator and Pledges for Change, a community-based youth empowerment program as an Advisory Board member.
Sen Sachi, Director of Accelerator Programs at the DMZ
Sen manages the DMZ’s award-winning accelerator programs, startup support services and works directly with entrepreneurs to help them grow and scale their business.The experienced tech leader brings with him knowledge gained from years working with early to mid-stage tech companies at Communitech as a Program Manager and lessons learned from building his first ed-tech startup. During his time with Communitech, Sen played an instrumental role in developing its recognized sales program for post-seed stage companies and helping entrepreneurs grow their businesses. He also worked as an Entrepreneurship Advisor at Conrad Business Entrepreneurship and Technology Centre.
Mike Brcic, Founder, Mastermind Adventures
Community-builder and serial entrepreneur by nature, Mike Brcic is passionate about helping entrepreneurs live inspired, more connected lives. Through his Toronto events for entrepreneurs, and his adventure retreats around the world with Mastermind Adventures, Mike helps entrepreneurs find their tribe and the support they need to achieve great things and personal fulfilment.
He is a passionate speaker on many topics related to entrepreneurship, community building, and mental health. He also offers coaching to overwhelmed entrepreneurs to help them free up their time and focus on the important things in life. For more information and to connect with Mike, visit mikebrcic.com.
Josh Singer, CEO, Kognitive Marketing & Optimy.ai
Josh Singer is founder & CEO of Kognitive Marketing. Since its inception in 2006, the company has grown to over 800 full and part-time staff located in almost every major market across Canada. Currently, Kognitive is the #1 rated sales & marketing agency in Canada on Glassdoor. The company has also been awarded the #1 Canada’s fastest growing marketing company in Canada and the 6th fastest overall growing company in Canada on Canadian Business Magazine’s Profit 500 list. Due to the company’s successes, Singer was named Marketing Magazine’s 30 under 30. Singer is also the founder & CEO of Optimy.ai; a startup tech SAAS company providing workforce management systems to help retailers increase frontline productivity and reduce management & administrative costs. Outside of work, Singer enjoys running, riding his bike and playing hockey. He is an avid traveler and a huge football fan; cheering for both the Ohio State Buckeyes and New Orleans Saints.
Balaji Gopalan, Co-Founder and CEO, MedStack
Balaji Gopalan leads business development and strategy as the Co-Founder and CEO at MedStack, a digital app platform for the healthcare industry. Prior to that, he launched the BlackBerry BBM service and led platform strategy at D2L, Nymi and EventMobi. As an expert in product management and software platform ecosystem design, Balaji is also a well-respected startup educator, advisor and mentor. He is an advocate for the role of ecosystems in industry transformation and in tackling tough problems like improving healthcare.
Robbie Isenberg, Managing Director, Clairvest
Robbie joined Clairvest in 2010 and participates in all areas of the investment process. Prior to joining Clairvest, Robbie worked as a Senior Case Team Leader for the Monitor Group based in New York. Robbie also previously worked in the investment banking group of Credit Suisse in Los Angeles focused on leveraged finance and mergers and acquisitions. Robbie earned his MBA from Northwestern University’s Kellogg School of Management, which he graduated from with the Dean’s Award for the Top Academic Achievement (first overall standing). Robbie also holds an HBA from the Richard Ivey School of Business, which he graduated from as an Ivey Scholar.
John Wilson, Founder & CEO, CEO Global Network
John Wilson is an experienced entrepreneur, business owner, and leader. He has a proven track record of building nine-figure businesses, and is one of the world’s preeminent CEO mentors. With fifty years’ experience building shareholder value with companies such as W.R. Grace Inc., Ultramar Canada Ltd., Ultramar Inc., and TEC (The Executive Committee) Canada Ltd., John has demonstrated his ability to build and lead successful companies in both Canada and the United States.
John has also coached hundreds of high-performing CEOs and entrepreneurs to greater success and is the founder and CEO of CEO Global Network—an exclusive CEO peer group organization.
John is the author of the acclaimed business book GREAT CEOs and How They Are Made, The Seven Imperatives. He currently sits on the Board of Directors of Excellence Canada.
Ian Farr, CEO Group Leader, CEO Global Network
Visionary leader with over 20 years of experience across many areas of business operations.Process optimization, growth and lifelong learning are my obsessions.Passionate about helping other entrepreneurs and CEOs realize their potential and experience success in life and business.Skilled in strategic planning, technology, international commerce, online sales and marketing, product development, logistics, team leadership and data analysis & visualization.
Linda Kern, Director, Membership, CEO Global Network
Linda is the Founder & CEO of The Kern Group, a company specializing in sales strategy, training and consultancy. She is a highly regarded business development professional with over 20 years’ experience helping companies achieve and exceed their sales goals. She has worked in the printing, insurance, financial services, manufacturing, technology and transportation sectors.
Linda leads a Sales Leaders Peer Group to help CEO Global Network Member companies reach their top-line targets. She works one-on-one with the Sales Leaders and brings them together on a regular basis to share best practices and learn from each other.
In addition to running a the Sales Leader Peer Group, she is also the Director, Membership for CEO Global Network.
Shay Nulman, Partner, Lightheart Management Partners
is a founding partner of Lightheart Management Partners. Prior to joining Lightheart, Shay was venture partner and CFO at Gibraltar & Company, a Toronto-based venture capital and private equity firm. At Gibraltar, Shay was responsible for sourcing deals, leading diligence and structuring transactions for both minority investments and acquisitions via Gibraltar’s various investment vehicles. Shay also served as the CFO of Gibraltar Ventures, tracking fund and investee performance, managing financial resources, reporting to investors, and acting as seconded CFO to portfolio companies.
Before joining Gibraltar, Shay worked in equity research at Scotiabank, where he covered large public Canadian and U.S. telecommunications and cable companies. Prior to his time with Scotia, Shay was with OMERS Ventures, where he was responsible for supporting due diligence on investment opportunities in the technology, media, and telecommunications sectors.
Shay began his career with inCode, Ericsson’s strategy and technology consulting practice servicing the telecommunications and tech industries. During his six-year tenure, Shay advised tier-1 MSOs, telcos and technology companies on issues such as new product development, growth strategy, operational improvement and the impact of technological change. Shay was also a member of inCode’s Venture Capital and Private Equity practice, helping VC and PE clients make investment decisions by performing valuation and diligence work.
Shay holds an MBA from the Ivey School of Business at Western University, where he graduated as the gold medalist, and an International BBA from York University’s Schulich School of Business, having graduated with distinction.
This listing has no upcoming events
Family Offices/LPs - (includes participation in both Conference & Founder Lunch)
Founders - Early Bird
Founders - Regular
Founder (Conference + Dinner)
Investor/Lender - (includes 2 tickets: one for investor/lender and one to invite a founder as a guest to Raising Capital Conference)
Service Provider (by invitation only; excludes lawyers and accountants)
Service Provider - Lawyers and Accountants (by invitation only)
1on1 Double Opt-In Meeting (Angel)
Founder Pitch (by invitation only)
Two Founder Pitchs (by invitation only)