Hosted by:

Cambia Grove - Virtual

Date & time

-
PST

Address

Cost
Free
Description

Resource shared from Gregg Hamilton-Piercy, The MFA Companies can be found here.

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Description: 

Join Gregg Hamilton-Piercy, CFA, ASA, The MFA Companies, and Kurt Sheline, Echo Health Ventures, for a Lunch and Learn discussion on some of the most common valuation methods being used, the typical investment terms to expect from a venture investor and how the introduction of a new preferred security in an ownership structure can significantly change the share economics afforded to founders. We will also look at how 409A’s impact stock option grants, how to best incentivize your employees, and any considerations to think about when raising venture capital.

Cambia Grove Lunch & Learns, presented by Echo Health VenturesIntermountain Health VenturesEpic Ventures and Mountain Pacific Venture Fund takes place twice a month, offering opportunities for entrepreneurs to learn about high-value health care topics while enjoying a mid-day snack.

Speakers:  

Gregg Hamilton-Piercy, CFA, ASA The MFA Companies

Kurt Sheline, Principal, Echo Health Ventures

Bios: 

Gregg Hamilton-Piercy With a diverse history in corporate finance spanning more than 20 years, Gregg spearheads MFA’s Valuation Practice both in the U.S. as well as through its Canadian subsidiary, MFA Global. Gregg has deep expertise providing customers with complex valuation assessments and litigation support, particularly as they relate to M&A transactions, reorganizations, spin-offs, and equity buy/sell agreements. Gregg received his Bachelor’s Degree from McGill University in Montreal and is a member of the Chartered Financial Analyst Institute and the American Society of Appraisers.

 

Kurt Sheline Kurt Sheline is a Principal on the Strategic Investment Team at Echo Health Ventures, and is involved in all aspects of the investment and portfolio management process.

Before joining Echo Health Ventures in 2017, Kurt was a Vice President in Cascadia Capital’s Healthcare Technology and Services group, based in Seattle, where he worked closely with management teams in the life sciences, healthcare technology, and health care services industries, providing business development, positioning, sales & marketing, and transaction advisory and execution services. Kurt earned an MBA from the University of California, Berkeley, and a bachelor’s degree, magna cum laude, in Economics/Pre-Medical Studies from Claremont McKenna College.  He lives with his wife, daughter, and Goldendoodle in Seattle, and enjoys golf, boating, craft beer, and a budding interest in mountaineering.