PRE EVENT WORKSHOPS - CONTENTS AND TRAINERS

  
   Training 1 - Delivered by NAREC Capital
   Investing in early stage renewable energy start-ups

Structure:

• Finding the right deals – where are the real growth opportunities for clean tech, how to source the right deals
• What to look for when considering a clean technology company for investment
• Quantifying the risks involved with investing in early stage clean technologies
• Why is there an acute equity gap and how can it be exploited by early movers
• How to mitigate investment risk:
  • Asking the right questions
  • Using test assets as a means of validation and accreditation
  • The Narec Capital incubator approach
  • Managing the business / resources
  • The use of innovative insurance products
• How to invest – funds versus direct investments
• Anticipated return profiles for clean tech investments and some working examples

Trainers:
Jerry Biggs – CEO Narec Capital
Alan Walker – Head of Business Development, Narec Capital

 

   Training 2 - Delivered by Gevers  
   The protection and valuation of intangible assets

             Presentation:

• Intangible assets are valuable financial assets. If managed properly, they are capable of producing revenue in their own right. They can be valued independently of other assets.  Like other business assets, a patent or a trademark (brand) should be astutely managed and exploited. It may be bought, sold, licensed or even insured and can thus directly contribute to maximization of shareholder value.
• The training is about identifying, managing and exploiting one of the company’s most valuable and longest lasting assets: intangible assets.

             Structure:

• Part one (Introduction): The valuation of intangible assets
• Part two : The valuation of patents and trademarks (brands)
• Part three : Integrating Trademarks and Brands actively into business strategies
• Part four: Valuing patents

             Trainers:
             Valerie Herdlicka - Head of Gevers IP-VA
             William Bird - Founder partner, BIRD GOËN & Co.

 

   Training 3 - Delivered by BDO
   Due diligence processes

Structure

• What is a due diligence? Why a DD? Level of the DD vs investment
• Scope
  • Legal – corporate status, assets property, contracts, employment, etc
  • Intellectual property – ownership and valuation
  • Financial – compliance; know the past; future projections
  • Tax – compliance, risks and opportunities
  • Commercial – projected market conditions and competition
  • Operational and Product – status and improvements
  • Team – entrepreneur; management team
• Analyse options and solutions to mitigate the identified risks

Trainer:
Carlos Fontão de Carvalho – BDO Partner / Special Advisory Services Cordinator

 

   Training 4 - Delivered by CMS DeBacker
   Exit Clauses and presentation of the Global M&A Survey

         Structure

         Part I – Exit Clauses

• The purpose of the presentation is to explore the various types of exit routes that are available for Business Angels and, for each of such routes, to identify the main things that a Business Angel should bear in mind when negotiating an exit.

         Part II – Presentation of the CMS European M&A Study 2011

• The CMS European M&A Study 2011 provides insight into the legal provisions of M&A agreements, makes comparisons across Europe and with the US and identifies forward-looking market trends. It evaluates M&A agreements for over 1,000 transactions relating to both non-listed public and private companies in Europe for the four-year period 2007–2010.

   Trainers:
   Cedric Guyot - Partner, CMS DeBacker
   Razvan Emanoil - Lawyer, CMS DeBacker

Follow EBAN's Linked In group for updates.

EBAN-The European Trade Association for Business Angels, Seed Funds, and other Early Stage Market Players