Course Details |
Course List | Course Calendar
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(Live Lecture & Webinar) Structuring Venture Capital Investments |
Date: |
30 July 2024 (Tuesday) |
Time: |
2:30pm - 5:45pm |
Level: |
I (Intermediate) For delegates who have prior knowledge of the subject area |
Language: |
English |
Fee: |
HK$ 1,850 |
Accreditation: |
(3 CPD Points will be applied for) |
Ref: |
L24PV01 |
Venue: |
Live Lecture or Zoom Webinar - Rm 2102, 21/F, Beautiful Group Tower, 77 Connaught Road Central, HK - Online Webinar via Zoom [View Map] |
Presenter's Biography:
Scott focuses on representing private fund sponsors and investors in the formation of alternative investment vehicles, including pan-Asian private equity funds, venture capital funds, infrastructure and real estate funds, private REITs, hedge funds, hybrid funds, emerging manager platform funds, Hong Kong authorized funds, and emerging market ETFs. In addition, he has advised on more than 150 account arrangements, representing sovereign wealth funds, universities, seeding and first-loss capital programs, family offices and individual investors.
Scott has extensive experience representing both Chinese state-owned enterprises and private companies in a broad range of M&A transactions, leveraged buyouts, venture capital financings, as well as relevant regulatory and compliance matters. He also counsels FinTech start-ups, develops compensation and profit-sharing schemes, and assists entrepreneurs in managing their wealth.
Scott has been consistently recognized by various prestigious legal publications such as Chambers Asia, Asia-Pacific Legal 500, IFLR1000 and Who's Who Legal. He gains high praise from clients for his "commercial acumen" and "awareness of what the client wants." He is known as "a very experienced practitioner" with "unparalleled" expertise in "complex economic structures". |
Objective:
Please join former Apple China Country Manager Scott Peterman for a short course in Structuring Venture Capital Investments. Prior to his 20+ years as a private markets attorney, Scott worked in software, hardware, and telecoms companies, earlier in general management roles, and later in corporate venture capital. This class is open to entrepreneurs, start-ups, anyone preparing a business plan and investment term sheet, investors, lawyers, and family offices. |
Outline:
- Overview of the VC industry; The Power Law at work
- How VC firms work (for entrepreneurs -- know your customers!); Fund Structure
- Structuring a VC Investment -- Staging Financing to create alignment between entrepreneur and investors
- Startup Fundraising: "Want my money, tell me a story"
- Investor's mindset
- Term Sheet Control and Modeling
- Intro + Pre-Money Valuation
- Employee Stock Option Pool (ESOP)
- Example: ESOP Shuffle (VC-friendly)
- Example: ESOP Shuffle (Founder-friendly)
- Founder Vesting
- Dividends
- Liquidation Preference and Case Studies
- Example: Liquidation Preference
- Optional/Automatic Conversion
- Anti-Dilution
- Example: Anti-Dilution
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Category: |
Private Equity / Venture Capital |
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Bookings & Payments
To reserve a seat, please fax the completed booking form to us. We will send out a written Booking Confirmation either by fax or by email to confirm your booking, normally within 48 hours after receiving the booking form. Payment should be made upon we send the Booking Confirmation to you, or together with the booking form if the booking is received within seven (7) days of the course. You are advised to contact us to confirm your place if you have not received the Booking Confirmation prior to the commencement of the course.
Cancellation
In case of cancellation of a booking, you must inform us in writing at least seven (7) days before the date of the course, and a full refund will be issued (less of HK$300 administration fee). Cancellation of unpaid bookings will incur a HK$300 administration fee and the cancellation will not be deemed effective until payment of such fee is received. No refunds will be given and any outstanding amounts remain payable in full if the written notice of cancellation is made less than (7) days before the date of the course.
Transfer
If you cannot attend a booked course, you must inform us in writing at least 24 hours before the commencing time of the course. You may then:
- Transfer the booking to a replacement delegate;( Not available for Individual Discount Packages)
- Transfer your booking to another course, to be held before 31 October 2024; or
- Request a credit voucher, to be used on another LexOmnibus CPD course to be held before 31 October 2024.
No attendance
Once a booking is confirmed and no written notice of cancellation is received by us within the specified time as mentioned above, if a delegate has not settled the payment for a course and fails to attend, for whatever reason, the course fee will remain payable in full. To be awarded CPD points, full attendance of all parts of the conference is required. If you arrive later, or fail to attend a course, your course fee will not be waived, refunded or a credit voucher issued.
Weather
In the event that the No.8 typhoon signal is hoisted or the Black Rain Storm warning is raised within 2.5 hours of the course or is due to be raised during the course, the course will be cancelled. In the event of cancellation due to bad weather, the course will be rescheduled or a credit note issued. No refunds will be given.
Record of Attendance
A certificate of attendance can be provided at a cost of HK$40. Alternatively, a verification of attendance in letter format, along with the original payments receipt is available, at a cost HK$40. Please apply in writing to request either a certificate or verification letter subsequent to the course.
Conference Venue
All the conferences, except webinars, will be taken place in either Central or Admiralty. The address of the conference venue will be notified by email, and via the website.
Other Terms
- We may reschedule, vary the details of a course at any time without liability. If we cancel or reschedule the course, except due to the weather conditions indicated, a credit note will be issued.
- Any bank charges and/or expenses incurred as a result of bounced cheques shall be borne by the delegates.
- LexOmnibus will not issue an invoice for registration of a course except under special circumstances and LexOmnibus reserves the right to charge an administration fee for providing that service.
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