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Conference

Alternative Investment Forum: Part 2

July 14, 2022
15:00 PM - 17:00 PM
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FLAIA is excited to present Alternative Investments Forum on July 14. This conference serves as a great forum for all participants in the alternatives community to explore macro economic trends, geo political risks, portfolio allocation strategies, niche alternative investment strategies and networking with peers from all over the world.

  • Price Tags on Tech Companies: Analyzing Private and Public Valuations
    11:00 AM - 11:30 AM
    Keynote
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    Markets have been shaking through the first half of the year, leaving many investors hitting the pause button as they wait for valuations to stabilize. When is the right time for investors to jump in with confidence that prices have reset and are reasonable marks? 

    In this webinar, Aman Verjee, General Partner at Practical Venture Capital, will discuss private and public company valuations, taking a deep dive on pricing in the SaaS sector (“Software as a Service”). 

    Join us on July 14 for a webinar on private and public company valuations. Register here.

    Here’s a quick preview of the webinar…

    • The PVC SaaS Index is a proprietary index created by Aman Verjee that tracks a basket of 117 publicly traded US-listed SaaS companies that went public after 2015. The median company in the PVC SaaS Index had a blistering YoY revenue growth rate of +29% YoY for the full fiscal year.
    • Public SaaS companies are generating over $366B in ARR and a total enterprise value of over $4T. This kind of annual performance from such a large public market sector – showing top-line growth of nearly 30% with expanding profit margins, now through several straight quarters that include a US recession – is unheard of.
    • EV / trailing sales multiples have reverted back to pre-pandemic levels, with the median SaaS multiple compressing by 54% and the top-quartile multiple compressing by about 65%, from 31x at the peak to 11 today. The companies are generally performing extremely well, so we see this as an inevitable and healthy correction in valuations.
    • Valuations in the public markets and venture round sizes on the private side are tightly correlated. Historically, there is over a 90% correlation between movements in the NASDAQ Composite Index and venture capital round sizes.
    • After nearly two years of a government-fueled expansion, public markets have adjusted quickly and tech multiples for SaaS have corrected back to 2018-2019 multiples.
    • For any investor with a longer-term horizon, now is the least expensive time to buy in the extremely overpriced past 2 years.

    Speakers: Aman Verjee

  • Fireside Chat: David Nikzad and Michael Corcelli
    11:30 AM - 12:30 PM
    Panel
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    It’s time to chat…

    Many may not know this, but Ei Ventures started thanks to a fireside chat. Cofounder Jason Hobson and I were in Hawaii. We were talking about the things two friends talk about after a long day… family, friends, work. Life.

    One thing we kept coming back to was how many of those that we close to us were in danger. And I’m not talking about physical danger, per se. I’m talking about their mental health.

    Life can be tough. It throws us all kinds of curveballs. I know because it’s certainly happened to me. Against the beautiful backdrop of a roaring fire on the beach, we came up with our solution to fight the problem: natural, plant-based medicines that would pay homage to Mother Nature while at the same time actually make a material difference.

    Sure, we were a bit ahead of our time. But all pioneers are. In the intervening time, we’ve seen the psychedelics industry go from the fringe to a blowout frenzy… only to come crashing back down.

    And this is why we need to chat.

    You see, while the market in general may be crazy; and the psychedelics industry might be in a state of flux, I’ve never been more excited. We’re seeing opportunities on front of us today that I thought we’d have to wait years for.

    Excellent companies and assets trading for dirt-cheap valuations while at the same time plant medicine is accepted more than ever. This contrast will not last. But now is the perfect time to strike.

    That’s also why we recently re-opened our doors to investors for the first time in months. We see so many value-add opportunities in front of us. As always, we will be smart and selective. But I’ve seen market cycles my whole life. And this is the time to get positioned for the next wave.

    To talk about all of this – and more – I’ll be co-hosting a fireside chat with my friend and founder of FLAIA, Michael Corcelli. FLAIA is an open access platform to alternative investments – like Regulation A+ and Regulation D. Michael has put on some of the best events in the industry – and I may be a bit biased, but I think this upcoming fireside chat will fit the bill…

    The chat will be this coming July 14, 2022 from 11:30 to 12:30 pm. But to attend, you must register. So that we can handle a fair amount of Q&A, we are limiting attendance and we can’t guarantee that a replay will be available, so please make sure to secure your seat by clicking here.

    • Why plant-based medicine can play a pivotal role in solving mental health issues?
    • Deep dive into the companies and assets trading at a discount while at the same time plant based medicine is accepted more than ever.
    • What is the global cost of mental health issues?
    • Global Industry Analysis, Growth Trends, and Market Forecast (2022-2030?
    • Legislative and strategic rollout update?

    Speakers: Michael Corcelli and David Nikzad

  • DISRUPTING THE GLOBAL PHARMACEUTICAL INDUSTRY WITH CANNABINOID-BASED MEDICINE
    12:30 PM - 13:00 PM
    Keynote
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    Introduction to Avicanna, an international commercial-stage biopharmaceutical company with a focus on commercial products and pharmaceutical pipeline

    • Canadian biopharmaceutical company with disruptive on cannabinoid based medical and pharmaceutical products
    • Commercial stage with growing revenues across 16 international markets
    • Industry leading scientific platform and IP portfolio established in Johnson and Johnson incubator since 2017
    • 30+ commercial products including leading brand in Canada’s leading pharmacy chain and an extensive pharmaceutical pipeline
    • Organic and low cost vertical integration and supply chain business in Colombia

    Speakers: Aras Azadian

  • Introducing the New FLAIA Marketplace
    13:00 PM - 13:30 PM
    Panel
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    Join us as we debut the new and improved FLAIA marketplace. We will review the new features, capabilities and types of products that will be available for review. The marketplace is our new tool that will make it easier for investors to learn about alternative investments in one seamless place, based on your specific interests. Check out our new marketplace - https://flaia.org/marketplace/

    • Debut of the New Marketplace
    • How to Find the Deals that Matter Most to You
    • An Overview of the Investment Types on the Platform

    Speakers: Michael Corcelli and Jeremy Johnson