FinTech Series — Investing in Private Companies: Valuations and Deal Flow
OCT
14
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MEMBERS-ONLY RECORDING
The supply of publicly trading company stock is only half what it was in 1980. High growth companies are delaying going public and many choose to be acquired rather than listing on public exchanges. Therefore, the investing opportunity is with private companies in the growth stage. Under the Securities Act of 1933, the offer and sale of securities must be registered unless an exemption from registration is available. With Reg D, Reg A, Reg CrowdFunding, and Reg A+ investors can access private company investment without starting a venture or seed capital fund.
How does one go about valuing a private company in the growth stage? Making intelligent investments involves understanding risk and evaluating whether pricing is fair just as in public companies. Sourcing deal flow and evaluating investments include objective measures as well as artful decisions. Additionally, the offering of private securities is available through distinct channels. Private companies seeking capital pitch to audiences of potential investors; platforms list and offer companies seeking equity crowdfunding.
Our panel of two fintech investors plus a company founded by a CFALA member, that just completed a Series B fundraise, will highlight the opportunities in private investing plus how to find and evaluate deals.
Breakout room discussions follow for networking and attendee questions.
MODERATOR

SPEAKERS


Alex has served on the boards of numerous Stage VP companies, including Balto, NotiSphere, SoundCommerce, WhiteFox, SPIDR Tech, Abett, Gray Matter Robotics, and Dyania Health.
Alex is also a leader in the civic community of Los Angeles, with past service on three nonprofit boards: KIPP LA Schools, Thrive Scholars, and Los Angeles Animal Services.
Alex is a 2002 graduate of Harvard University. Back To Top ^^

Registration Fees |
We accept the following:

If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please e-mail info@cfala.org.
Cynthia Harrington, CFA
Karyn Williams, PhD
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |