Past events

Roundtable Investment Meeting - January 2010

Tuesday, January 26, 2010
5:00 - 8:00 PM

Join us for networking with other business professionals, investors and entrepreneurs, intellectual stimulation, education and the chance to hear about quality angel investment opportunities at our upcoming ZINO Society Roundtable Investment Meetings. Meetings include unstructured time for connecting with others followed by a specific business session. 

PRESENTING COMPANIES:

Exponential Entertainment

NetMore America

Mobba

Kapitall

KEYNOTE SPEAKER:
Dan Greenshields
CFO, Sharebuilder

Dan serves as President of ShareBuilder Securities Corporation and President and Chief Investment Officer of ShareBuilder Advisors LLC. Over the past 7 years, Dan has been instrumental in building ShareBuilder into the 6th largest online brokerage firm with over $2 billion in assets.

Dan joined ShareBuilder in 2000 as an Executive Officer and CFO; Dan served as a member of the Board of Directors of ShareBuilder Corporation prior to joining full time as an employee. Prior to ShareBuilder Dan worked for the investment and insurance group of GE Capital Services, now known as Genworth Financial.

Prior to GE Capital Services, Dan held several senior investment positions at Washington Square Capital, a subsidiary of ING, and Piper Jaffray & Hopwood in Minneapolis.


Sample Agenda:

5:00-5:30 pm   Registration, wine, & hors d’oeuvres

5:30-5:45         Welcome, announcements, & overview

5:45-6:05         Keynote Speaker

6:05-6:39         Dealflow Presentations:
                       Company #1
                       Company #2

6:39-7:18         Dealflow Presentations:
                       Company #3
                       Company #4

7:18-7:20         Excuse Presenters / Complete feedback forms

7:20-7:30         Attendee discussion of dealflow

7:30-8:00         Networking
 

Featured Winemaker:
Hestia, Shannon Jones

Davis Wright Tremaine
1201 3rd Ave | Suite 2200
Seattle, WA 98101
Get directions