Keiretsu Forum
3466 Mt. Diablo Blvd.
Suite C-205
Lafayette, CA 94549
© 2004 Keiretsu Forum. All rights reserved. |
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Welcome to the February issue of KeiretsuNews.
This Newsletter is from, and for our members. Please enjoy reading about our "mind-share” and best practices in investing, due diligence, market trends, as well as the activities of the Keiretsu Forum Charitable Foundation. KeiretsuNews goes out to over 5,000 investors and entrepreneurs who are either members of
Keiretsu Forum
or friends of the family.
Our mission statement is “Great Association with Quality Deal Flow”. Founded in September 2000, Keiretsu Forum,
www.keiretsuforum.com
now has nine chapters in: Northern California (San Francisco East Bay and Silicon Valley), Southern California (Westlake Village, Santa Monica, Long Beach and San Diego), Boston/New England, Chicago/Midwest and Calgary, Canada. 2004 was a very busy year with 30 fundings throughout our network of chapters. As of December 2004, our members have now funded 66 companies. Randy Williams, Founder & CEO, Keiretsu Forum |
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Portfolio Companies |
| In 2004 Keiretsu Forum members funded 30 companies throughout our network of chapters with a total of $20MM invested. The Northern California chapter participated with $17.25MM.
[FULL STORY]
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Keiretsu Forum Chapters |
We are proud to announce the launch of our two new chapters: Keiretsu Forum Los Angeles and Keiretsu Forum San Diego.
[FULL STORY]
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Charitable Foundation |
Join us for The Keiretsu Forum Charitable Foundation 3 rd Annual “Sports for Charity” Golf and Tennis Tournament on Monday May 2, 2005 at Castlewood Country Club.
Festivities include Silent Auction, Cocktails, Dinner, Live Auction, Music, Dancing and Awards Ceremony; all to follow directly after the sports events in the main ballroom. 100% of the proceeds will be donated to local deserving non-profit organizations.
[FULL STORY]
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Member Profile |
Richard Wolpert, Westlake Village Member
Our Westlake Village member Richard Wolpert is Chief Strategy Officer of RealNetworks. His background is in Media and Technology, both as an entrepreneur and investor. Richard enjoyed running his own startup After Hours Software that he sold to Aldus (now Adobe), and working for a big conglomerate, i.e. Disney.
[FULL COLUMN by John Dilts]
(photo: John Dilts, Chapter President of Keiretsu Forum Westlake Village and Los Angeles ) |
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PwC MoneyTree |
PwC MoneyTree VC Survey Q3 2004 Summary
VC investment in the US decreased 27% in Q3’04 to $4.3 Billion, vs Q2’03, and was flat vs Q3’04. Silicon Valley remained the #1 area for investment in Q3’04, getting 33% of the US dollars. Software remained the #1 category with roughly 22% of the vc dollars, although Biotechnology was a strong #2.
[FULL STORY]
Photo: Steve Bengston - Managing Director, Emerging Company Services, PricewaterhouseCoopers
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By And For Members |
Financial
Markets, 2004-2005
By
Dr. Tapan Munroe, Keiretsu Forum Member
In this article Dr. Tapan Munroe gives an Outlook
of the 2005 investment trends including: private
equity investments, the financial markets, opportunities
for U.S. equity investors outside the country, and
niche plays in equity markets (alternate energy
companies, internet advertising and the Hispanic
market).
[FULL STORY]
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By And For Members |
2005:
A Positive Year for Equity
By
Harvey Rowen, Keiretsu Forum Member
What will 2005 bring? In short, we believe
that 2005 will be a positive year for the equity
markets. GDP will be high enough to support job
growth, but not high enough to cause significant
inflation. So the Fed will continue to raise interest
rates, but at a measured pace. This will allow corporate
profits to grow, but at a slower pace than the last
two years.
[FULL STORY]
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By And For Members |
The
Role of Valuation in the Investment Decision
By
Steven Kam, Keiretsu Forum Member
When we approach the subject of valuation together,
we must talk about risk, and returns, and timing,
and identifiable market proxies… In this article,
Steven Kam talks about some of the issues, questions,
and answers that private investors should have under
consideration when making an informed investment
decision from a financial point of view.
[FULL STORY]
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