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ANGEL INVESTORS PANEL

How to Invest in Startups Without Paying Taxes


  • 2:00 PM - 3:30 PM ET
EVENT PARTNER

CALLING ALL INNOVATIVE EARLY-STAGE STARTUPS TO PITCH

(Application Deadline - Aug 8th)

CONNECT WITH TOP ANGEL INVESTORS

We are bringing together leading angel investors to offer practical and valuable insight for tech founders raising early stage capital and fellow angels. The panel will cover investment strategies, what angels seek in a startup, deal structures, opportunities, and more.

  • DATE

  • TIME

    2:00 PM - 3:30 PM ET

About us
About us

PANELISTS

CHRIS PALMISANO
COO & CRO
LinkedIn

Chris Palmisano is Chief Operating Officer/Chief Revenue Officer and Board Member at Rocket Dollar. He has held leadership roles in sales, marketing, business development, and operations at Khorus Software, SolarWinds, and Google.

He is a mentor at startup accelerators, a guest lecturer at business schools, an angel investor, Founding Venture Partner at NextGen Venture Partners, and an advisor to CEOs.

Chris is a former Marine Corps officer and lives in Austin, Texas. He holds an MBA, Beta Gamma Sigma, from the University of North Carolina’s Kenan-Flagler Business School, an MS from Boston University, a BS from Rochester Institute of Technology, and a US patent in mobile computing.

MATT BARBIERI
PARTNER
LinkedIn

Matt Barbieri has over 15 years of experience providing accounting and auditing services to some of the firm’s largest clients. His depth of experience includes audits, reviews, compilations and tax services. He provides business advisory and audit services to individuals, privately held businesses, publicly traded enterprises and companies pursuing IPO.

As a Partner-in-Charge of the Media, Technology and Life Sciences group, his focus ranges from start-up companies in their inception stages and seed financing to helping developed companies and continuing their organic growth. He stays in touch with important and current issues by regularly attending tech meet-ups.

Matt is also an active speaker to the accounting society at Rider, presenting on various topics related to the public accounting industry.Matt Barbieri gets lots of the exact same questions over and over from startup founders and small business owners. In fact, there are some business and tax questions he’s been asked a THOUSAND times. So he decided to make his life (and yours) a little easier and pull together all those (way too) frequently asked questions and answer them one time, in one place – THIS PODCAST!

JOE MILAM
FOUNDER & CEO
LinkedIn

With a background in financial analysis, portfolio design and management, financial markets, angel investing, now applying his 29 years of working as a securities analyst/money manager/philanthropy consultant to address the inefficiencies in the entrepreneurial funding ecosystem.

At AngelSpan, we are addressing the chronic 'information gap' typical with early stage companies by delivering the best in class Investor Relations.

Now rolling out The Legacy Funds division of AngelSpan to address the chronic and growing funding gap across the U.S. by delivering the first institutionally rigorous solution for allocating capital to the venture asset class - regardless of the investment thesis.

PETER J. LAYTON
MEMBER
LinkedIn

Peter is one of the founding partners of Blackthorne Capital Management, LLC, and am the owner of the family of Warhawk Funds. He is a partner of Efficient Capital Management and a Member of Hyde Park Angels. He is also the CEO of The Tallgrass Group, the parent company of various corporations specializing in different aspects of ecological restoration.

He served as the Chairman of the BOX Holdings and Box Markets for 14 years. He was a partner at both The Hull Group and Goldman Sachs & Co. from where he retired in 2005. Currently, he is serving on several advisory boards and boards of directors. Aside from serving as Chairman of the Boards of BOX Market, LLC., BOX Digital, LLC., and BOX Holdings Group, LLC, he also hold board membership positions including acting as a member of Efficient Capital Management Advisory Committee, a member of the Nicholas School of the Environment Board of Visitors at Duke University, a member of Hyde Park Angels, an early-stage investment organization, a member of the Entrepreneurship Advisory Board at the University of Wisconsin, Whitewater, a former member of the College Visiting Committee at the University of Chicago, a former member of the Enactus Worldwide Board of Directors, and former President of Chicago Wilderness Trust.

He has been a guest lecturer at the University of Chicago, Duke University, Stanford University, Vanderbilt University, and the University of Pennsylvania.

He graduated from the University of Chicago with an AB in economics and an MBA in Finance.

HALL T. MARTIN, FOUNDER & CEO
LinkedIn
(PANEL MODERATOR)

Hall launched TEN Capital as the Texas Entrepreneur Networks in 2009. Today, the firm has over 12,000 investors in its network, and has helped startups raise over $700M and counting. He serves as the Vice-Chair of the Baylor Angel Network. He previously led the Central Texas Angel Network (CTAN) as its first Executive Director, where he achieved over a 40X return for the investors.

He is the founder and director of the Texas Open Angel Network, which is a 501(c)(3) non-profit dedicated to the education of angel investors. As a part of that program, he hosts the Investor Connect podcast series. He is also a Founder and initial Managing Director of SKU (Incubation Station), a consumer product goods accelerator based in Austin, Texas, and the former Managing Director of AccelerateNFC, an accelerator based in Dallas, Texas, focusing on Near Field Communication. He also serves as an Adjunct Professor for the University of Texas, leading the Idea to IP program, which fosters startups from the engineering program.

*Additional panelists are being confirmed

PRESENTERS

FRANCO PETRUCCI

FOUNDER & CEO

DAVID SHPIGLER

CEO

*Additional presenters being confirmed

AGENDA

AUG 11, 2021

2:00 PM - 3:30 PM ET
2:00 PM to 2:05 PM CHECK IN & WELCOME NOTE
2:05 PM to 2:10 PM INTRODUCTION
2:10 PM to 02:45 PM PANEL DISCUSSION
2:45 PM to 3:30 PM STARTUP PRESENTATIONS

EVENT PARTNER