San Francisco, California
London, United Kingdom
What is an Angel Investor & How Do I Get One?
Some of the topics that will be covered include:
• What is an Angel Investor?
• Difference between seed capital and other investors
• Size of the investment, time frame, involvement of the individual in the investment
• What is the environment like here in Tampa for Angel Investing?
• What they’re looking for- how do they choose deals?
• What would be a deal breaker for them?
• How to capture their attention
Rick Michaels: Founder, Chairman & Chief Executive Officer, The CEA Group
Rick founded CEA in 1973 to provide financial expertise for a select group of cable industry clients. He led the company into a full-service international brokerage and financial services firm, which has included establishing and growing numerous affiliate companies and funds to expand the group’s ability to serve new market opportunities with a focused approach.
In 2000, for example, he co-founded Atlantic American Partners (AAP) to provide investment banking services primarily to Florida’s middle-market companies and to manage private investment funds in industries other than those represented by CEA.
Today, Rick interfaces with Company clients and supports colleagues on specialized transactions that require his expertise. Having visited 110 countries and worked in 60 countries, Rick still spends a considerable amount of time traveling to meet with clients developing and growing new business within the Group.
Prior to founding CEA, Rick was one of the original employees, and later, Vice President of TM Communications, the cable subsidiary of Times Mirror Company. He was Vice President of the Cable Funding Corporation, a firm specializing in cable television financing and investments; Assistant Manager as well as On-Air Personality for Radio City, an offshore radio station featured in the 2010 movie “Pirate Radio,” also known as “The Boat That Rocked,” about Rock-n-Roll era of 1960’s.
Rick earned his BA from Tulane University graduating Magna Cum Laude. He is a member of Phi Beta Kappa, a Tulane Scholar and a Tulane Fellow. He studied at the London School of Economics and later earned his Master’s degree from the Annenberg School of Communications at the University of Pennsylvania.
Travis Milks: Vice President, Stonehenge Capital Company
Mr. Milks is responsible for sourcing, underwriting and executing growth equity investments at Stonehenge Growth Capital. He predominantly focuses on investments in technology-enabled businesses. Mr. Milks currently maintains board observation responsibilities at Stonehenge portfolio companies Proficient Auto Transport, Inc. and Dixie-Southern. He previously held board observation responsibilities for AuthenTec, Inc. (NASDAQ: AUTH/Sold to Apple, Inc.) and VectorLearning, Inc. (sold to LLR Partners). Prior to joining Stonehenge Growth Capital, Mr. Milks was an Associate in the Investment Banking Group at Morgan Keegan & Company. While at Morgan Keegan, he assisted clients from various segments of the technology marketplace including enterprise software, specialty semiconductors and security technologies. Mr. Milks has participated in several private and public equity offerings, as well as mergers and acquisitions. He also worked as a Summer Business Development Manager in the Online Services Division of Microsoft Corporation. Mr. Milks earned an MBA from the Harvard Business School and a B.S. in Finance, with honors, from the University of Tampa.
Carl Treleaven: CEO of Westlake Ventures, Inc.
Carl Treleaven is CEO of Westlake Ventures, Inc., a company with diversified investments in printing and software. Previously, he was CEO and owner of Pharmagraphics, a specialty printing company based in Greensboro, NC, which he sold in 2006. Carl has a BA from Rice University and an MBA from Dartmouth College. He has a background as a CPA and also holds numerous patents. Carl is actively involved with Operation Smile, a worldwide charity providing plastic re-constructive surgery to children and adults throughout the world. He has recently completed service as Vice Chairman of the Board and Treasurer and now serves on the organization’s Board of Governors. He is also actively involved in Rotary. Carl also has recently completed service as Vice Chairman and Treasurer of Presbyterian Homes, Inc., a group of four continuing care retirement communities in central North Carolina.
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When & Where
USF CONNECT is the business and economic development initiative of the University of South Florida (USF) that provides support for technology start-ups and serves as the point of entry for companies looking to do business with USF.
Drives economic development through several programs including Tampa Bay Technology Incubator (TBTI), Student Innovation Incubator (SII), and the Florida High Tech Corridor Council’s (The Corridor) Matching Grants Research Program
Unites technology and talent with businesses throughout a 23 county region, providing access to top-tier research, faculty, students, inventors, local organizations, economic development councils, supporting industry and capital funding sources
Facilitates the needs of Tampa Bay's technology and bio/life sciences entrepreneurs throughout the business life cycle by providing professional amenities and resources for successful business development and technology commercialization