The State of Investment in New Mexico: Venture Capital and Startup Financing – Oct. 15, 2015

September 15, 2015

in Events,Investing

Join us at the Albuquerque Balloon Museum for the October 15th Coronado Ventures Forum event focused on venture capital and startup fundraising. The panelists will include venture capital investors from in and out of State. Several groups within New Mexico are working to increase the access to capital for New Mexico startups, but fundraising outside of the State is a reality for most startup entrepreneurs in New Mexico today. The panelists will discuss venture capital trends, different sources of capital, and what venture capital firms look for when evaluating deals. 

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Panelists

Francine SommerFrancine Sommer, Moderator
Partner, Village Ventures Fund II
Francine is a CVF Director since 2006, and is a Special General Partner of Village Ventures Fund II, responsible for investments in New Mexico. She is a founder of the predecessor to newyorkangels.com and is a past President of the Venture Investors Association of NY. She was during the Giuliani administration on the Board and Executive Committee of the New York City Economic Development Corporation. She has served as a board member of NMVCA and was Chairperson of the Board of New Mexico Angels. She also serves on the the Board of Directors of The Lensic Performing Arts Center, Santa Fe. She was formerly Senior Vice President, Head of the Angel Funds Group, Wit Capital, General Partner, Gabelli Multimedia Partners, Managing Director, First Security Management, President of 655 Associates and Vice President, Research & Science Investors. Ms. Sommer is a graduate of the Columbia Business School.

Bert RobertsBert Roberts
Sorenson Capital
Mr. Roberts joined Sorenson Capital in 2011. He is a member of the deal team and focuses his efforts on deal origination and fundraising. Previously, he was a Vice President of Institutional Client Services at Wasatch Advisors. Before Wasatch, Mr. Roberts held senior-level investment banking positions at UBS Warburg, SoundView Technology Group and Montgomery Securities (now BofA Merrill Lynch) concentrating primarily on the technology and real estate sectors. He began his career as a consultant in the real estate advisory group at Kenneth Leventhal & Company (now EY). During his 4 years at Sorenson, Mr. Roberts has been responsible for investments in Health Catalyst, AccessData Group, Workfront, Zarbee’s, Pluralsight, eXperticity and Rural Physician’s Group.

Mr. Roberts received a B.S. in Business Administration from the University of Southern California and holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. He is currently a Trustee at the Utah Symphony/Utah Opera and was a board member at the Ronald McDonald House Charities of the Intermountain Area from 2008-2014.

Nathan MortensenNathan Mortensen
Tallwave Capital
Nathan developed a passion for business while growing up in a small family business. After earning his undergraduate degree in Finance from Arizona State University, Nathan explored corporate America by working at ON Semiconductor, The Boeing Company, First Solar and Celanese, primarily in finance, strategy and commercial roles. He then decided to pivot his career by returning to school and completing an MBA in Finance & Entrepreneurship from Brigham Young University (BYU). While attending BYU, he finally experienced the exciting world of startups and venture capital. He served as a director at Cougar Capital, a $2.5M student-run venture capital fund, and also worked at Peterson Partners in Salt Lake City improving investment selection for early stage venture and search fund groups. 

Returning to Arizona to boost its entrepreneurial ecosystem, Nathan joined Tallwave Capital with a strong venture capital network and background in deal sourcing, due diligence and fund strategy. As Principal of the fund, he oversees the sourcing, due diligence, portfolio companies and day-to-day operations of its $13.15 million Tallwave Commercialization Fund I. Closed in October 2014, the fund is concentrating on early-stage software, marketing, advertising and technology companies across a variety of verticals and platforms.

Bill BiceBill Bice
ABQid and Verge Fund
Bill is a serial Southwest entrepreneur and founding partner of Verge Fund. Bill started his entrepreneurial career while in college, founding ProLaw Software. ProLaw appeared on the Inc. 500 ranking of the fastest growing companies in the country three years in a row. Bill and his team sold ProLaw to the West division of Thomson Rueters, where Bill joined the management team and created the West km division.

Joining the founding team at Verge was Bill’s route to return to startups. Verge is a highly motivated venture capital fund that invests in seed-stage, high-growth ventures in the Southwest. Bill focuses on helping founding teams build successful startups. Bill is actively involved in some of the hottest startups in New Mexico, including BoomTime, Exemplify, AttachedApps, Nuvita and SportXast.

Date: Thursday, October 15, 2015
Time: 6-8 pm
Venue: Albuquerque Balloon Museum

9201 Balloon Museum Dr NE

Albuquerque, NM 87113
Cost: $22.50 in advance (credit card payments);
$25 at the door (cash and check only).
Event Hashtag: #cvfnm

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