Clean Business Investment Summit

Founding Sponsor  

CLEAN BUSINESS INVESTMENT SUMMIT (CBIS VI)
10 September 2015


PROGRAM


6:00 AM Company & Sponsors set up display time


7:00 AM Pre-Registered Check-In / Continental Breakfast & Networking
8:00 AM Opening Remarks – Jerry E. Knotts President, California Coast Venture Forum

8:15 AM Morning Keynote: "Growing Your Business Through CSR."
Jay Weiner Co-Founder of The Gentle Barn Foundation

9:00 AM “INTERNATIIONAL CONVERSATION” with Ambassador Juha P. Markkanen & Frank Foster


9:30 AM “Kiwa Investment Summit Update” Gilliam Christie Founder & CEO, Christie & Co.


10:00 AM Entrepreneur Introductions


Bridgeman Carney Founder, Carney & Associates
Craig Allen, CFA, CFP, CIMA President, Montecito Private Asset Management, LLC


10:00 AM Entrepreneur Presentations plus Q&A


1. Manhattanstreetcapital Rod Turner
2. Sessions Brewery John M. Gonzales
3. e-CardUS Mark Zand
4. WatUSee Foods Jimmy Edgerton

11:00 AM BREAK

11:15 AM Entrepreneur Presentations

5. Focal Line Solar Mark Saunders
6. Zippy Keith Mullin
7. Seaters Jean-Sebastien Gosuin
8. Whisper Energy Michael Gould

12:15 PM Networking / Working Lunch

12:30 PM CBIS Legacy Award, Presented by Jerry Knotts

12:40 PM Joe Nida Entrepreneurial Spirit Award, Presented by Jill Nida

1:00 PM Entrepreneur Presentations

9. NetLok Tony Perez
10. Sharper Shape, LLC Tero Heinonen
11. Revitin Lifesciences Gerald Curatola

2:00 PM Student Entrepreneur Intro Melissa Moreno, JD

1. Oil Slick John Harmon

2:15 PM “When Equity and Debt Investments Don’t Work Well, Try Revenue Royalties” Ron Boehm President Boma Investments LLC

2:35 PM “Success Story” Noah Weiner Avhana Health

2:45 PM Investor Roundtable Session: Convener: Jerry Knotts

TABLES            FIRM                                         PRINCIPAL
1 DFJ Frontier & Gideon Hixon Fund                     Frank Foster
2. Tech Coast Angels                                          Paul Meyer
3. Christie & CO                                                 Gillian Christie
4. American Valuemetrics                                    Jim Lisi
5. David Ny Sales Coach                                      David Ny
6. California Small Business Development Center    Melissa Moreno
7. State Financial                                                Luz Glickman
8. Stanton Chase International                             Ed Savage
9. BOMA Investments                                         Ron Boehm
10. Keiretsu Forum                                             Connie Harrell
11. Claremont Creek Ventures                             Brad Webb
12. Agility Capital                                               Jeff Carmody
13. Tech Haus Fund One                                    Chris Puglisi
14. Impact Hub                                                 Kyle Ashby
15. SCORE                                                        Gary Kravetz
16. Bartlett, Pringle & Wolf, LLP                          Danna McGrew
17. Invested.in                                                 Alon Goren
18. Allen Wealth Management                           Craig Allen
19. Baciu Family Capital                                    Ron McCleod
20. Cal Coast                                                   Karl Zalazowski
21. Coldesina Capital                                        Tony Coldesina
22. KBC Equity                                                Karen Coyne
23. Manhattan Street Capital                            Ron Turner
24. Pacific Western Bank                                 Tracy Phautch
25. Winnick & Company                                  Kurt Kratchman

4:00 PM Local Wine Reception

6:30 PM Closing Remarks