Welcome to the TCA-SD Education Series Archive

Please note: the password for videos from 2020 is tcasd2020 – and for videos from 2019 it is tcasd2019

November 19th – Watch Video: Everything You Wanted to Know About My Portfolio (But Were Afraid to Ask) with Amy Chang

TCA Member Amy Chang discusses her experience as an Angel Investor, cataloging the mistakes, missteps, and successes she’s experienced as well as the fun she’s had along the way.

November 18th – Watch Video: Stock Options and Other Equity Compensation with Cooley

Megan Arthur Schilling and Kristin O’Hanlon of Cooley provide a board-level presentation on how equity compensation can be a critical component to a startup company’s ability to attract, retain and incentivize key talent.

Download slides: Stock Options and Other Equity Compensation

November 4th – Watch Video: Preparing Companies for M&A and Exits with Objective Capital Partners

Jack Florio and Channing Hamlet of Objective Capital Partners share a playbook for helping your investments achieve liquidity and increasing your ROI

Download slides: Preparing Companies for M&A and Exits

October 28, 2020 – Watch Video: SPACs – A Primer with Allison Handy of Perkins Coie

What the SPAC!? Learn about the latest IPO-alternative for companies to go public and generate liqudity. The presentation will be led by Allison Handy of Perkins Coie’s SPAC group based in Seattle.

Download slides: SPACs – A Primer

October 21, 2020 – Watch Video: Power Hour with CONNECT: Cool Company Showcase

Presentations from five of CONNECT’s Cool Companies: LeoLens, Daasity, Xilo, Circumvent, Shadowbox.

Download decks:

LeoLens

Daasity

Xilo

Circumvent Bio

Shadowbox

October 14, 2020 – Watch Video: Power Hour with Jeremy Nielsen, CEO of Assure, on Pro-Rata Rights

Power Hour talking Pro Rata Rights (what are they, why are they super important, how to get them) with the CEO of Assure,  our ACE 21 Fund manager and the leading back-end software platform for managing funds.

Download Slides

October 13, 2020 – Watch Video: October TCA Dinner – Nosh with Tash

TCA’s first virtual group dinner featuring guest chef Natasha Feldman providing a live cooking class.

Complete Recipe and Instructions: https://tcasandiego.com/nosh-with-tash-tca-dinner-recipe/

Natasha’s web series: Nosh with Tash

October 7, 2020 – Watch Video: Power Hour with TCA Chairman Emeritus Dave Berkus

TCA Chairman Emeritus Dave Berkus and Dean, sharing Portfolio War Stories: Lessons Learned from a General, discussing the wins and losses over an epic career in angel investing.

Dave’s books on Amazon: https://www.amazon.com/Berkonomics-Dave-Berkus/dp/0557143276

Berkonomics blog: https://berkonomics.com

September 30, 2020 – Watch Video: Jonathan Miles of Ascent Private Capital Management on Best Practices for the Modern Family Office

Ascent Private Capital Management’s Jonathan Miles leads a panel on Modern Family Office best practices, with TCA President Caitlin Wege and TCA Member Nidhi Tanti

Download Slides: The Family Office Enterprise

September 23, 2020 – Watch Video: Public Relations – Best Practices for Startups with John McCartney of JMAC PR

Tech publicist John McCartney of JMAC PR discusses best practices for startups

Download Slides: Best Public Relations Practices for Startups

JMAC’s Recommended PR Tech Tools:

Cision

Critical Mention

Help A Reporter

September 17, 2020 – Watch Video: VC & PE Trends and Insights with Bronwyn Bailey and Samir Kaji of First Republic Bank

Bronwyn Bailey and Samir Kaji of First Republic Bank discuss trends and insights in the VC and Private Equity sectors.

Download Slides: Private Equity Today, Supplemental Slides

September 16, 2020 – Watch Video: TCA Power Hour with Kim Folsom of Founders First

Kim Folsom, CEO of Founders First Capital Partners, explains what “Zebra” companies are, and discusses alternative funding strategies for growing startups.

Read more about on Kim and her $100M fund in this TechCrunch article.

September 9, 2020 – Watch Video: TCA Power Hour with Michael Umansky and Jason Jones of Sheppard Mullin

Michael Umansky and Jason Jones from Sheppard Mullin provide an “Introduction to Cap Tables,” one of the key – and most misunderstood – due diligence considerations for any investment. Follow along referencing the attached deck and worksheet (but the lawyers will do the math for you this time!).

Cap Table Basics Presentation

Cap Table Demo Spreadsheet

September 2, 2020 – Watch Video: TCA Power Hour with Brad Chisum of Launch Factory

TCA-SD member and founder of Launch Factory, Brad Chisum, will share the story of how he sold his last startup, Lumedyne, to Google, and his lessons on an exit that can be instructive to all angel investors.

Download: Lumedyne’s Story

Launch Factory

August 19, 2020 – Watch Video: TCA ACE Fund 21 Orientation Session 2

An introduction to this year’s ACE Fund 21, covering changes to fund operation, a guide for new investors, and answers to member questions. (Same concept as August 6th Power Hour if you missed the first one)

Download: ACE 21 Annual Fund Overview Deck

August 12, 2020 – Power Hour with Bill Leversee and Mike Tanghe of Falcon West Insurance Brokers

A Q&A with TCA sponsors Bill Leversee and Mike Tanghe, covering member questions about aspects of insurance coverage, including D&O, Homeowner, Commercial, Personal Liability, deductibles, and rising premiums.

Download: Slides

August 6, 2020 – Watch Video: TCA ACE Fund 21 Orientation

An introduction to this year’s ACE Fund 21, covering changes to fund operation, a guide for new investors, and answers to member questions.

Download: ACE 21 Annual Fund Overview Deck

August 5, 2020 – Watch Video: A Few of My Favorite Trades – Power Hour with Agustin Lebron

TCA Member and former trader Agustin Lebron discussing quant finance, trading strategies, and public market analytics.

Download Slides

Agustin’s book recommendations:

Risk

July 29, 2020 – Watch Video: The Enlightened Angel: Inclusive Investing and Management in Tech with Shavon Lindley

An important discussion led by Shavon Lindley, CEO of ion Learning, and Dr. Paul Minifee of SDSU, facilitating a conversation and exercise about “The Enlightened Angel: Inclusive Investing and Management in Tech,” how to help portfolio companies succeed with diverse cultures during challening times.

July 22, 2020 – Watch Video: Power Hour Live Podcast with Tacos & Tech

The Tacos & Tech podcast, hosted by TCA member, Neal Bloom, records a live episode during the TCA Power Hour with special co-host TCA-SD Executive Director Ashok Kamal and guests Rasto Ivanic of TCA portfolio company GroupSolver, TCA Member Al Bsharah, and TCA member & founder of TOOTRiS Alessandra Lezama.

July 15, 2020 – Watch Video: Power Hour with Matt Robbins & Chris Montgomery of Cooley

July 1, 2020 – Watch Video: Power Hour ACE Fund 20 Annual Report and ACE Fund 21 Discussion with Dean Rosenberg and Ashok Kamal of TCA

June 24, 2020 – Watch Video: Women In Angel Investing Panel 2020

  • TCA members Victoria Lakers, Caitlin Wege, Rose Thiessen, Amy Chang and Aniqa Hijzai highlight their journeys to become angel investors.

June 24, 2020 – Watch Video: Power Hour with Rick Timmins of the ACA

  • Summary presentation of the Angel Capital Association’s COVID-19 pandemic survey
  • Download Slides

June 19, 2020 – Watch Video: Paycheck Protection Program Q&A with Kevin Dusi and Bruce Knowlton of Moss Adams

  • Kevin Dusi and Bruce Knowlton of Moss Adams  help clarify the ramifications of the recent PPP Flexibility Act for the startup community.
  • Download Slides

June 17, 2020 – Watch Video: Power Hour with Neal Bloom and Caitlin Wege of TCA

  • Neal discusses his history with NASA launching rockets, fields technical questions about spacecraft, and discusses future investing prospects for various aspects of the space industry
  • Download Slides

June 10, 2020 – Watch Video: Power Hour with Kevin Dusi of Moss Adams and Dean Rosenberg of TCA

  • Kevin and Dean discuss investing in LLCs vs C-Corps

June 3, 2020 – Watch Video: Power Hour with Russell Hall and Clark Evans of Hall Private Wealth Investors, and Dean Rosenberg of TCA

  • Russ, Clark and Dean discuss public market equity strategies during the Covidconomy

April 23, 2020 – Watch Video: From TCA Startup to IPO: Anatomy of a Pharmaceutical Deal Preserving Founder’s Equity by Ned Israelsen of TCA

  • Ned shares the story of building Zentalis and taking it public in the first-ever Virtual IPO, resulting in a billion dollar plus valuation
  • Download Slides

The password for videos below this point is: tcasd2019

April 18, 2019 – Watch Video: Lessons Learned in Angel Investing Panel with TCA

  • TCA members Bob Fried, Don Rady, Jeff Friedman, Melanie Spiegelman, Jay Kunin and Andy White discuss the big mistakes and bigger successes over a career of angel investing