Angel Knowledge Series
    PANEL: FUTURE HOT ANGEL AND SEED STAGE SEGMENTS: SKATING TO WHERE THE PUCK WILL BE.

    Panelists.
  • • Anand Sanwal, CB Insights.
  • • Audrey Depelteau, ETSU Innovation Lab.
  • • Bethann Kassman, Go Beyond Network.
  • • David Miller, Clean Energy Venture Group.
  • • Michelle Scarborough, SMART Seed Ventures.
  • • Thealzel Lee, VANTEC.
  • • Moderator: Michael Price.

    Agenda.

    1. The Next Profitable Angel Segments/Industries -- each panelist's thoughts?
    2. Segments/Industries that will likely not pan out or oversaturated?
    3. Best practices on how angels can see more dealflow in future growth sectors?
    4. Interesting Developments by Sector:
        a) Mobile Devices/Apps Sector.
        b) Cloud Services Sector.
        c) Big Data and Analytics Sector.
        d) Telecom Sector.
        e) Internet of Things (IoT) Sector.
        f) Datacenters Sector.
        g) Social Impact Investing.
        h) Security Sector.
        i) Financial Sector.
        j) Telecom Sector.
        k) Healthcare/BioTech.
        l) Gaming/Leisure Sector.
        m) Energy: Natural gas, fracking, cleantech.
        n) Other traditional areas growing.
        k) New sectors/industries worth watching.






BONUS: ROUNDUP OF IDEAS WE LIKE FROM OTHERS.

Attribution To:
  • Frank Gens, Chief Analyst at IDC.
  • Mike Maples of Floodgate.
  • Michael Abbott of KPCB.
  • Scott Sandell of NEA.
  • Asheem Chandna of Greylock.
  • Peter Levine of Andreessen Horowitz
  • Harry Nelis of Accel.
  • Jeremy Levine, BVP.

    1. Mobile Devices/Apps Sector:
    - Wearables (less sales than innovation).
    - Enterprise mobile apps growth will accelerate.

    2. Cloud Services Sector:
    - Infrastructure as a Service (IaaS) will grow briskly.
    - Platform as a Service (PaaS) competition will increase.
    - Industry-specialized cloud-based data and services platforms.

    3. Big Data and Analytics Sector:
    - Rich media analytics.
    - Big data supply chains (i.e. Data as a Service) will grow.
    - Value-added information from commercial and open data sets.
    - Cognitive/machine learning.
    - Internet of Things (IoT) analytics.

    4. Internet of Things (IoT) Sector:
    - Intelligent embedded devices.
    - Predictive maintenance.
    - IoT technologies into city safety, public works and transportation systems.

    5. Datacenters Sector:
    - Hyperscale datacenters operated by cloud service providers.
    - Cloud-first hardware.
    - OS for cloud infrastructures that convert a data center into one giant supercomputer.

    6. Security Sector:
    - Edge of the cloud security (i.e. biometric security on mobile devices).
    - Core of the cloud security (i.e., encryption in the cloud will be the default).
    - Threat intelligence will emerge as a killer Data as a Service category.
    - Tailored threat intelligence information.
    - Firewall external app security.
    - Cloud Access Security Brokers.
    - Secure mobile messaging.

    7. Financial Sector:
    - Alternative payment networks in financial services.
    - Underwriting small business loans better.
    - Underwriting consumer loans with more behavior based data.

    8. Telecom Sector:
    - Platform- and API-based services.
    - Over-the-top (OTT) cloud services.

    9. Other:
    - Small business software by verticals.
    - Location-based services in the retail industry.
    - 3D printing growth will continue.
    - Educational technology and eLearning will finally be mainstream.
    - Ephemeral content.

    10. Portfolio Company Expansion/Sales to International & China.
    - In 2015 China will be 43% of all industry growth, 33% of all smartphone purchases and online shoppers.


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