Webinar: Early-Stage Investing as an Asset Class

When:  Nov 29, 2023 from 12:00 PM to 01:00 PM (MT)
Associated with  CFA Society Calgary

Join us on November 29 at 12:00 p.m. MT for a virtual panel discussion about Early-Stage Investing as an Asset Class, moderated by Kevin Brent, CFA, Vice President, Finance at Reach Ltd. 

Event Description:

Curious about how to become an early-stage investor and why? Join our panel of industry experts as they discuss the benefits and risks of early-stage investing and how to approach it as an asset class (hint: diversification is key). 

"Early-stage investing" can mean drastically different things to different people. The panel will provide valuable insights starting with the various definitions of the term as well as early-stage valuation, risk assessment, self-certification vs. accreditation, and how to find investment opportunities.

Featured Panelists: 

  • Adrian Mitchell, Calgary Lead at Startup TNT
  • Lisa Oldridge, CFA, Principal of Fulcrum Advisors and Ozone Advisory
  • Bryan Slauko, CFA, Co-founder of Metiquity Ventures Fund


Event Pricing:

Member Pricing - complimentary

Non-Member Pricing - $10 + GST

Registration Information:

To assist with attendance accuracy and security, please pre-register in Zoom in advance for this session. A link to complete this additional registration step will be provided in your confirmation email.



Online Instructions: