Workshop: Fundraising in the Life Science Arena

  • What do investors look for in contemporary valuation?
    How has a new class of investors in the space altered traditional strategy?

    Tuesday, January 8th, 3:30PM – 4:30PM

    The workshop will be in two parts, strategic understanding of the investor landscape and how to tactically go after the investor marketplace.  The first part of the workshop will elucidate the new and changing Life Science Investor universe.  The workshop will clearly identify and explain the ten categories of Life Science Investors.  Specific examples will be provided of current real world investor mandates which will give insight into specifically what investors are seeking. This section of the workshop will include discussions revolving around Family Offices (the new VC), Large Pharma and Biotech as partners and investors, Corporate Venture in Life Science and the role of Foundations and their associated benefactors.

    The second part of the workshop will be a tactical session of how to identify and go after likely investor candidates.  This will include discussions on creating a Global Target List (GTL) of Investors that are a fit for your particular product or service segment and your particular company stage of development.  Also discussed is what are the best practices in how to reach out to investors, what the preparation process is all about, how your messaging and branding will differentiate you from the competition, and explaining why developing a solid dialogue and relationship, with investors is just as important as your product or service.

     

    Faculty:

    Dennis Ford, CEO, Life Science Nation, Dennis Ford is the Founder and CEO of Life Science Nation (LSN).  He has spent his career launching new companies and developing  markets for nascent game-changing technologies. Dennis has distinct value in understanding the world of global alternative investors and how that relates to high-growth, early-stage technologies.  Dennis’s is a big proponent of using profiling and matching technology to find that all-important business fit in the marketing and selling process. He believes that interactive dialogue based on fit leads to compelling relationships between buyers and sellers and ultimately more deals done.

    Prior to LSN, Dennis spent five years as CEO of Brighton House Associates, which was launched in order to improve the way hedge fund and private equity fund managers raised capital and marketed their funds to alternative institutional investors.  At that time managers blindly canvassed investors and promoted their funds. Dennis through deep investor research introduced a marketing process that was investor focused: managers contact investors who have a declared interest (investment mandate) in their type of fund. Thus greatly expediting the capital allocation process.

    Dennis is the author of The Peddler’s Prerogative and The Fund Manager’s Marketing Manifesto, two well-received sales and marketing books. He is currently working on his next book entitled Fundraising in the Life Science Arena.

    Max Klietmann, VP of Investor Research, Life Science Nation, manages all research functions at LSN, managing LSN’s data team’s senior global research analysts and the data validation teams. LSN has over 24,000 active life science company profiles and 6,000 life science investor profiles. Carlisle & Company, Associate Consultant – Worked on projects internationally for several global manufacturers and private equity firms in the areas of M&A due diligence, strategy initiatives, and other data-intensive projects. Brighton House Associates, Research Analyst – Maintained regular quarterly contact with pension administrators, wealth managers and family offices globally to research investor sentiment regarding alternative investment strategies (hedge funds, PE/VC, real estate, and FOF) on behalf of a broad range of alternative investment fund clients. Arctaris Capital Partners, Analyst – Participated in fundraising by generating family office and institutional L.P. leads for a $225M SBIC fund, and participated in the due diligence process for prospective issuers in the information technology and medical technology fields, including market, financial, and micro/macroeconomic analyses.

     

    Maximilian Klietmann, Partner & VP of Research

    Maximilian manages all research functions at LSN, managing LSN’s data team’s senior global research analysts and the data validation teams. LSN has over 24,000 active life science company profiles and 6,000 life science investor profiles.

    Professional Background
    Carlisle & Company, Associate Consultant – Worked on projects internationally for several global manufacturers and private equity firms in the areas of M&A due diligence, strategy initiatives, and other data-intensive projects.

    Brighton House Associates, Research Analyst – Maintained regular quarterly contact with pension administrators, wealth managers and family offices globally to research investor sentiment regarding alternative investment strategies (hedge funds, PE/VC, real estate, and FOF) on behalf of a broad range of alternative investment fund clients

    Arctaris Capital Partners, Analyst – Participated in fundraising by generating family office and institutional L.P. leads for a $225M SBIC fund, and participated in the due diligence process for prospective issuers in the information technology and medical technology fields, including market, financial, and micro/macroeconomic analyses.

  • Conference Info:

     

    Date: June 26-27, 2013
    Location: The Metropolitan Club, New York City


    Audience: Institutional investors, high net worth individual investors, family offices, business development executives throughout the US and Europe building and financing high growth medical technology, health care and life science companies.

    View the Schedule!

    View the Agenda!