This event has sold out.  A waitlist is available.  Please complete the form on the right with your email and best contact number.  You will receive an email or phone call should a slot open up. 

Our next event, Raising Capital, will be comprised of two parts:

First, Richard Luftig (W’86) will discuss capital raising for private companies.

Among other things, you’ll learn about: 

• the investment process in private companies for different types of investors;
• how larger investors source and evaluate transactions;
• sources of financing often overlooked by early-stage companies;
• different forms of investment (e.g., equity, debt, convertible notes);
• investment considerations relating to factors such as size, industry, geography, etc.; and
• deal mechanics (e.g., due diligence, term sheet, closing, etc.)

Second, Richard will critique audience members’ investment pitches and/or pitch decks (and, time-permitting, illustrative samples).  This is a great opportunity to learn how to sharpen your pitch so you’re ready for game day!  We’ll keep the event interactive and get plenty of audience feedback as well.

Richard is Managing Partner at Castle Placement, which raises capital and arranges loans for early and mid-stage companies from over 2,000 VC/PE investors and over 1,000 lenders.  Earlier in his career Richard served as a Director at CSFB, Managing Director-Principal at Bear Stearns and Managing Director at Ivy Asset Management.

As always, there will be opportunities for your questions.

If you’d like to have your investment pitch, which should be 3-5 minutes, and/or pitch deck critiqued, please email me at weearn@whartonny.com.

When:
Thursday, May 5, 2016
6:30 – 6:45 – Networking
6:45 – 7:00 – Capital Raising Discussion
7:00 – 7:35 – Critique of Audience Investment Pitches
7:35 – 7:45 – Q&A
7:45 – 8:00 - Networking

Where:
Midtown Location (Note: Address will be sent via email to all registered guests 24-48 hours prior to the event to the "Primary Email" address listed in your profile. Please review your profile to confirm that the email address listed is correct.)

Cost:
WCNY Supporting Members - $15 (WCNY basic membership costs $95/year at Join/Renew Membership)
Gold and Benefactor Members - $0
Other Wharton alumni (and guests) - $40

Click here to register.  Please register early as events can and do sell out quickly.

If you’d like to be considered for speaking and/or panel opportunities, please reach out.

Please contact us with any questions at weearn@whartonny.com. We look forward to seeing you there!

Ross Klenoff, Chair, Wharton Entrepreneurs - Education and Resource Network (WE-EARN).

Due to building security requirements, you must pre-register for this event. Walk-ins cannot be accepted.
Registration is subject to availability and will close on Wednesday, May 4th at 4:00pm - No Exceptions!

For more information on WE-EARN, please visit the Wharton Entrepreneurs - Education and Resource Network page.