The Investment Forum is a 501 c(6) not-for-profit membership organization founded in May of 2000. with the vision of making the northwest a vibrant place to live, work and do business.  The mission of the organization has grown through the years and is now focused on producing educational events, socials and forums for the benefit of all investors, entrepreneurs and fiduciaries.  

The Investment Forum supports entrepreneurs with a focus on locating and promoting the regions most promising new companies through forum events for qualified companies seeking capital to present to the Angel Investor membership.

The Investment Forum hosts world renown investment speakers such as Jim Rogers in collaboration with the regions wealth management and private banking community.

New regulations place an increasing liability burden on fiduciaries to be educated and vigilant in stewarding the assets entrusted to their care. Educational event topics focus on essential topics each investor or fiduciary must consider when making a purchase decision including asset allocation, risk management portfolio strategies, insurance, global trends, and alternative investment vehicles such as hedge funds, real estate funds and private equity partnerships.

The Investment Forum serves the wealth management and money manager community by providing a quality educational referral outlet for clients interested in reviewing alternative investment vehicles as a way of further diversifying their portfolio risk and enhancing their return as a part of an overall portfolio strategy.  Traditionally, these types of investment options are outside the scope of counsel able to be provided by licensed wealth managers.  Therefore, the key to successful investing in these areas is to be well educated, invest in vehicles which provide high quality management expertise and in partnership with other investors to spread your risk.

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Investment Forum Officers & Directors:

Nathan McDonald
Chairman & Founding Director
Managing Director
Investment Forum
Mobile: 206.255.8870
Email: Nathan@InvestmentForum.org

Bryce James
Founding Director
Investment Forum
Mobile: 206.910.2701
Email: bryce@investmentforum.org

Mark Daniel
Secretary & Board Director
Investment Forum
Mobile: 866-653-3500
Email: mark@investmentforum.org

Byron McCann
Board Director
Investment Forum

Dan Goldman
Teasurer & Board Director
Investment Forum

Andy Perez
Board Director
Investment Forum

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EDUCATIONAL:
In Partnership with University of Washington Law School:
How to Raise Private Equity Capital (Twice)
Exit Strategies for High Growth Companies
Time For Takeoff:  Strategies for Successfully Managing Growth
Executive CEO Playbook
The New Washington State Business Development Companies Act of 2006 (July 2006)
An Update on the Washington State BDC Act (December 2006)

WORKSHOPS:
Venture Assessment Workshops
Presentation Coaching Workshops

CEO & VENTURE SERIES:
Alex St John, Wild Tangent
Satoshi Nakajima, UIEvolution
Tim Bray, Antarti.ca
Jack Selby, PayPal

INVESTMENT FORUMS:
Early Stage Investment Forum 2000
Early Stage Investment Forum 2001 (deal selection team)
Big Picture III, Fall 2000
Big Picture IV, Spring 2001
Big Picture V, December 2001
Big Picture VI June 2002
Spring Investment Forum - Jim Rogers, Keynote 2005
Fall Investment Forum - Bryce James, Keynote 2005

PRIVATE PITCH FORUMS:
Indoor Indy Karting
Essential Markets
PS Pharmaceuticals
Summer 2005 Private Pitch Forum

MEDIA PIECES:
TechVentureMap 2000
TheVentureMap 2001
VentureCalander 2001
Venture All Stars Showcase 2001
Venture All Stars 2002
Venture Showcase 2002
Washington CEO Magazine (Cover Article, October 2002)
Venture All Stars 2004
Washington CEO Magazine (August 2004)

SHOWCASE EVENTS:
Winter Venture Ball 2001
Venture All Stars Safeco Field
Winter Venture Ball 2002
2002 Venture All Stars
2004 Venture All Stars 

SOCIALS:
Venture All Stars Selection Committee Soiree
Startup.com Social
AngelInvestors.org Organizational Dinner
Holiday Party Red Cross Fundraiser
Venture All Stars Kick Off

COHOSTS:
Venture Party Cruise, Fall 2000
TechViews: Fall, Winter & Spring 2000-01
Early Stage Investment Forum 2001 -- Screening Committee
Silicon Forest Forum 2001-2002

The Investment Forum is the original host of the Early Stage Investment Forum and the Venture All Stars .