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SESSION 1: Master Your Finances

October 26th, 9:30am

Our relationship with money and our attitude toward investing either make us play safe or empower us to go big when it comes to our lives and careers. Day 1 of the Investing House starts with an examination of our relationship with money. The session is designed to help you to unblock limiting money and wealth beliefs which may be holding you back from creating the life, career or business that you truly desire. Continue the session with a hands-on exercise to develop a preliminary budget and see where you can enhance your finances and come up with actionable ways to allocate money to all your financial priorities. Wrap up the session to learn the most important things you need to know to get started with long-term investing. This session will be jargon-free and full of investing aha moments. Join us to learn, discuss, network and practice with your fellow financial and investment warriors and build a personalized investment plan for your future. The Investing House, Day 1 can shape the future of your financial success.  

Listen to Hoda and Kathlyn in their conversation on the SERENDIPITY Podcast:

LISTEN NOW

Hoda Mehr

Hoda Mehr is the cofounder and CEO of Silicon Valley Based startup, Stock Card. The company is a Founder Institute Winter 2017 graduate, and currently in open beta. Stock Card is a simple and interactive online card that aggregates and synthesizes public companies’ financial and non-financial data into actionable insights to help everyday people become stock market investors, and manage their investments without the need to spend hours to learn and research.

Kathlyn Hart

Kathlyn Hart is a salary negotiation coach and the founder of “Be Brave Get Paid,” a salary negotiation bootcamp which has helped individuals increase their income by as much as $30,000 more. In addition, she is the host of The Big Leap Show, a podcast which was named “Top 5 Women Podcasts You Must Listen” by Huffington Post. On the show, she interviews badass entrepreneurial women about their journey from dreaming to doing. Kathlyn’s teachings on career, courage, and business have been featured in publications such as Business Insider, Forbes, and Bustle, The Muse, Learnvest, Hello Giggles, and Popsugar.

Carenna Willmont

Ms. Willmont started CFO consulting in 2004 based on neuroscience and happiness research. She enjoys collaboratively developing and incorporating systems for optimum mental, emotional, soulful and fiscal achievement, which are foundation pillars for healthy, loving and supportive relationships and community. Relationship with self and others are some of the most important elements in inner happiness. This is why Ms. Willmont structures her work the way she does as a emotional deep dive and creating financials systems to serve the highest good of all involved.

Listen to Hoda and Carenna in their interview on the SERENDIPITY podcast:

LISTEN NOW

SESSION 2: Master Your Finances (Repeat)

October 26th, 2:00pm

 

Our relationship with money and our attitude toward investing either make us play safe or empower us to go big when it comes to our lives and careers. Day 1 of the Investing House starts with an examination of our relationship with money. The session is designed to help you to unblock limiting money and wealth beliefs which may be holding you back from creating the life, career or business that you truly desire. Continue the session with a hands-on exercise to develop a preliminary budget and see where you can enhance your finances and come up with actionable ways to allocate money to all your financial priorities. Wrap up the session to learn the most important things you need to know to get started with long-term investing. This session will be jargon-free and full of investing aha moments. Join us to learn, discuss, network and practice with your fellow financial and investment warriors and build a personalized investment plan for your future. The Investing House, Day 1 can shape the future of your financial success.  

Hoda Mehr

Hoda Mehr is the cofounder and CEO of Silicon Valley Based startup, Stock Card. The company is a Founder Institute Winter 2017 graduate, and currently in open beta. Stock Card is a simple and interactive online card that aggregates and synthesizes public companies’ financial and non-financial data into actionable insights to help everyday people become stock market investors, and manage their investments without the need to spend hours to learn and research.

Kathlyn Hart

Kathlyn Hart is a salary negotiation coach and the founder of “Be Brave Get Paid,” a salary negotiation bootcamp which has helped individuals increase their income by as much as $30,000 more. In addition, she is the host of The Big Leap Show, a podcast which was named “Top 5 Women Podcasts You Must Listen” by Huffington Post. On the show, she interviews badass entrepreneurial women about their journey from dreaming to doing. Kathlyn’s teachings on career, courage, and business have been featured in publications such as Business Insider, Forbes, and Bustle, The Muse, Learnvest, Hello Giggles, and Popsugar.

Carenna Willmont

​Ms. Willmont started CFO consulting in 2004 based on neuroscience and happiness research. She enjoys collaboratively developing and incorporating systems for optimum mental, emotional, soulful and fiscal achievement, which are foundation pillars for healthy, loving and supportive relationships and community. Relationship with self and others are some of the most important elements in inner happiness. This is why Ms. Willmont structures her work the way she does as a emotional deep dive and creating financials systems to serve the highest good of all involved.

Listen to Hoda and Carenna in their interview on the SERENDIPITY podcast:

LISTEN NOW

SESSION 3: Angel Track (Part 1)

October 27th, 9:30am

Are you a new angel investor or looking to become one?  Or are you an experienced angel investor looking to expand your knowledge and your network?  If so, this all day track is for you.  We will start with what it means to be an angel investor and then give you a glimpse into how experienced angel investors got into angel investing and operate on a daily basis.  There will be practical sessions on due diligence and what to look for in a pitch with a wrap up by two experienced VCs.  We will wrap up the day with an opportunity to connect with other attendees to build your investor network over some Italian wine made by female vintners.  No experience necessary but we are looking for women who are actively interested in becoming angel investors or becoming better angel investors.  

SESSION 4: Angel Track (Part 2)

October 27th, 2:00pm

Please choose Part 1 and Part 2 in order to participate in the Angel Track programming!

SESSION 4: Angel Track (Part 2)

October 27th, 2:00pm

Terri Mead - Angel Track Host

Terri is an angel investor and invests in digital health startups (FemTech/PediaTech). She regularly advises startups on fundraising and general business strategy. She is actively working to level the playing field for women, people of color, and LGBTQ+. 

Guest Speakers

Nancy Hayes

Nancy Hayes is an active angel investor focused on women-led companies and serves as advisor to female entrepreneurs.
She has been a senior executive of the IBM Corporation, CEO of two nonprofits, Dean of the College of Business at San Francisco State University, CFO of the university, cofounder of a crowdfunding site and Managing Director of Golden Seeds angel group

Listen to Terri and Nancy in their interview on the SERENDIPITY podcast:

LISTEN NOW

Jason Calacanis

Jason Calacanis is a technology entrepreneur, angel investor, and the host of the popular weekly podcast This Week in Startups. He is the founder of a series of conferences that bring entrepreneurs together with potential investors including Launch Festival and an incubator for early stage startups in what he calls the Goldilocks zone. He is an avid poker player, is originally from Brooklyn, NY and currently lives in the San Francisco Bay Area with his wife and three young daughters. He is the author of the book Angel, How to Invest in Technology Startups which is a great read for anyone interested in angel investing or understanding how angel investors operate. To say that he loves working with tech startups is an understatement.

Kate McAndrews

Kate McAndrew is a Principal at Bolt where she invests in pre-seed startups at the intersection of hardware and software. Kate joined Bolt as their first San Francisco based investment professional during Bolt's first funda. Bolt is currently investing out of an $80M third fund. She is particularly interested in consumer hardware, digitally native brands, and direct to consumer companies, but also regularly looks at enterprise SAAS and other B2B opportunities. Passionate about economically empowering women, Kate founded Women in Hardware. Since 2015, Women in Hardware has hosted 35+ events in five cities around the world, bringing co-founding teams together, connecting founders with investment, and supporting diverse recruiting practices. Kate is a mentor at Techstars and Venture Well. Prior to joining Bolt, Kate helped start a digital health accelerator, co-working space, and code school for kids in South Carolina, ran a digital marketing agency in Los Angeles, and built houses with Habitat for Humanity through the AmeriCorps program. She hold a BA in English and Art History from McGill university in Montreal. She loves flowers, her pitbull Duncan, and playing tennis.

Nicole Quinn

I don't want to just invest in the bubble of Silicon Valley. I want to listen to the core customer, and keep my eyes and ears open to new ideas. Whether it’s discovering tomorrow’s platforms, marketplaces, media or e-commerce companies, the founder insight and company brand are core in Nicole’s mind. She began working with brands in the mid 2000s, specializing in consumer behavior; the retail landscape, both in the US and Europe; and taking brands to the public market. When she previously worked on branding and marketing at Nutmeg, a London-based fintech startup focused on online wealth management for millennials, Nicole experienced the importance of grit and focus for the founding team. “Hard work, determination, and grit set apart the good from the great,” she says. “I want to work with founders who are willing to run through walls.” Nicole was introduced to this mindset at an early age, by helping her father build an online pharmacy startup in the ‘90s. It was here that she first learned how hard startups can be. Working one-on-one with founders, she’s researching potential investments, even if they take her on road trips to the middle of the country to meet the customer. 

Dr. Shubhra Jain

Dr. Shubhra Jain leads healthcare investments at Cota Capital. Prior to Cota, Dr. Jain was Associate Director of Commercial Strategy and Corporate Development at Natera where she focused on Biopharma Partnerships, the diligence of potential acquisitions, market research and competitive positioning. Prior to Natera, she led Product management for Acute care suite of products at Pieces Technologies where she developed and launched SaaS risk surveillance and prediction solutions for clinical outcomes and published peer-reviewed research on the subject. Prior to Pieces, Dr. Jain served as a consultant and an advisor to several health tech startups and Fortune 500 companies. 

Dr. Jain is a Primary Care Physician, has her Masters in Engineering from Stanford with a major in Biodesign and her MBA from the Wharton School of Business.  

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INVESTING

We’re Striking Gold in this house, and learning to take what you have and make it stretch to fund your latest endeavor. Or, maybe you’re thinking about sitting on the other side of the table and bankrolling new products--we’ve got sessions for you too. You’ll walk away from this house with a toolkit to conquer investment models and accredited investors learn how to angel invest.

HOUSE PROGRAM

 
 
 
 

THANK YOU TO OUR HOUSE SPONSORS:

THANKS TO OUR LUNCH SPONSOR

WITH SPECIAL THANKS TO

Lori Burrows Warren

Kamal Sigel 

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