tracking

Learn firsthand what innovations we’re watching, what our portfolio companies are working on and what we have planned for the portfolio in the coming months at our first investor webinar. From the latest agriculture innovations to tomorrow’s innovations in healthcare, and more, you’ll get a look at what’s coming next and how it will benefit you as an investor.

2019 iSelect Investor Webinar

iSelect’s first Investor Webinar was held on Thursday, October 3, featuring the iSelect team, our portfolio companies, selection committee members and more.

What did we learn? That the relationship between food and health is evolving and the possibilities are endless for both the agriculture and healthcare industries. That the future of health also includes more access to personalized care, faster diagnostics and a range of next-gen treatments. And that iSelect has its finger on the pulse of all these innovations and is investing in those companies that are moving the ball forward.

Speakers

Michael Doane

Michael Doane

The Nature Conservancy

Bruce German

Bruce German

UC Davis

Fred Turner

Fred Turner

Shield Bio

Meridith Unger

Meridith Unger

Nix Biosensors

Alex Lorestani

Alex Lorestani

Geltor

Bobby Sandage

Bobby Sandage

Euclises Pharmaceuticals

Kathy Lintz

Kathy Lintz

Matter Family Office

David Stark

David Stark

Holganix

Ed Rogers

Ed Rogers

Bonumose

Paul Olivo

Paul Olivo

Common Place Holdings

Renée Vassilos

Renée Vassilos

The Nature Conservancy

Mark Connelly

Mark Connelly

Stephens

David Messina

David Messina

Cofactor Genomics

Philip Strandwitz

Philip Strandwitz

Holobiome

Max Williams

Max Williams

Lagomaj Capital

Andy Daniels

Andy Daniels

Daniels Trading

Rick Imperiale

Rick Imperiale

Uniplan Companies

Carter Williams

Carter Williams

iSelect Fund

Craig Herron

Craig Herron

iSelect Fund

Mark McCall

Mark McCall

iSelect Fund

Mike Kime

Mike Kime

iSelect Fund

Tom Bunn

Tom Bunn

iSelect Fund

Margaret Kaczor

Margaret Kaczor

William Blair

Matt Larew

Matt Larew

William Blair

Michael Todd

Michael Todd

Nutriati

Watch Replays

Welcome / Vision

Carter Williams CEO, iSelect Fund

The world needs to change.  The days of public equities delivering all the return you need are gone.  The best investors in the world over allocate to private, illiquid investments. But private takes access most investors don’t have. Investors are also realizing that money talks and opportunities exist for their investment dollars to help change the world. And two of the areas where change is most needed is in our Food and Healthcare systems. Carter will discuss how iSelect is working to enable each of these items simultaneously.

How We Do It – Sourcing / Diligence

Tom Bunn Venture Associate, iSelect Fund

Building a diversified portfolio of venture investments is hard. To do it well, you need access to a thousand deals.  Then, you need the expertise to review deals ranging from personalized cancer treatments to microbes for soil health. But it doesn’t stop there.  You need to understand deal structure, pricing and governance. How does the iSelect team do it all?

Panel Discussion: View from the Selection Committee

Bobby Sandage, PhD President & CEO, Euclises Pharmaceuticals
David Stark, PhD President, Holganix Agriculture
Paul Olivo, MD, PhD Managing Director, Common Place Holdings

iSelect has been fortunate to develop a network of world renowned experts across the various sectors in which we invest.  Learn more about the iSelect diligence process from the eyes of some of our outside advisors, and why and how they got involved.

Investing with Impact

Michael Doane Global Managing Director – Sustainable Food & Water, The Nature Conservancy
Renée Vassilos Director of Agriculture and Innovation, The Nature Conservancy

The Nature Conservancy is one of the foremost impact organizations in the world, striving to build an environment where both people and nature thrive. They focus on four key areas of conservation:  Tackle Climate Change, Protect Land & Water, Provide Food & Water Sustainably, and Build Healthy Cities. Hear why they have chosen to work with iSelect and the Impact we can have together.

State of Food and Ag: Trends, Opportunities and the Public Markets

Mark Connelly Managing Director & Senior Research Analyst, Stephens

Mark Connelly is one of the preeminent Analysts on Wall Street covering the food and ag space.  He is also active in covering the private markets as a barometer for opportunities and challenges that larger public companies may be leveraging or missing.  Mark will discuss his current outlook on the industry in general, and more specifically, emerging trends that will affect all of us over the coming decades.

Production of Food is Changing

Alex Lorestani, PhD Co-Founder & CEO, Geltor Inc.

Traditional food production is under pressure. Double protein production using no more arable land.  So how about meat from a petri dish; seafood from plants; or protein from crickets. Synthetic biology has created new opportunities to produce both current ingredients as well as new ingredients.  Learn how one company has used synthetic biology to produce beneficial ingredients without the use of arable land or other resources.

Nexus of Food and Health: A Discussion with Bonumose CEO Ed Rogers

Ed Rogers Co-Founder & CEO, Bonumose
Mark McCall – Managing Director, iSelect Fund

The CDC estimates that over 100 million US adults are either diabetic or pre-diabetic.  Further, poor diet/nutrition is the #1 cause of mortality in the US. And we are all aware of the obesity epidemic in the US and around the globe.  Ed Rogers and Mark McCall recently addressed this topic at a UN Family Office Impact Summit. Bonumose’s natural, nutritious and affordable sugars directly target this critical global issue and represent an ideal example of how food and health are becoming so intertwined.

Possibility of Plants – Undiscovered Nutrition

Michael Todd – CEO, Nutriati

The plant-based protein revolution is well underway, as consumers are looking for food and beverage options that are clean label, more nutritious, and that meet a growing ethical awareness over the production of animal proteins.  With this growing demand, food companies and emerging brands are seeking ways to supplement existing and new products with plant-based additives and proteins.  However, this is not as simple as 1, 2, 3. Plant based proteins can pose challenges from numerous angles: taste, solubility, texture, digestibility, etc. and so while demand for these products are increasing, this is ever more so true for plant-based proteins that are delicious and easy to work with.  Nutriati is helping solve many of these challenges, developing plant based protein flours and powders, initially starting with chickpeas, that are clean label, flavorless, soluble and versatile, helping power the future of plant-based foods.

Role of Food in Health

Bruce German, PhD Professor & Chemist, UC Davis

What if we could customize our diets to eliminate obesity, reduce disease and improve happiness? Or what if we could customize our diet to help learn how to play the violin or become a master at chess?  The $500 billion to $1 trillion available to the food industry from chronic diseases now seems like chump change. What do you think people would really pay for personal optimization?

Panel Discussion: Future of Food

Bruce German, PhD Professor & Chemist, UC Davis
Ed Rogers Co-Founder & CEO, Bonumose
Michael Todd – CEO, Nutriati

The food and agriculture markets are reaching an inflection point, just like the personal computer did in the mid 1980s. We know that Americans do not eat well. We spend about $1.7T a year on food. It is carb/sugar heavy. If we are going to invest in food innovation, then we need to address the increased cost of sugar addiction and better foods needed to meet the future needs of the global population?

State of Healthcare: Trends, Opportunities and the Public Markets

Margaret Kaczor – Partner, William Blair
Matt Larew – Analyst, William Blair

We are in the early stages of a transformation in the way healthcare is delivered in the United States: the transition from high-impact healthcare to high-touch, personalized healthcare. The home (and “near-home”) are emerging as the new hubs of high-touch healthcare, and the three P’s of healthcare (patients, payers, and providers) are all aligned behind this transition. Machine learning and sensor monitoring will play a key role in training personalized algorithms which should transform the standard of care and drive strategic and investment decisions. In sum, as healthcare becomes more about “health” and not just “care,” there is tremendous opportunity for disruption and new market entrants.

Personalized Medicine

Dave Messina, PhD Chief Operating Officer, Cofactor Genomics

Medicine has always been a science of averages. Most people in the population tend to suffer from most of the same diseases, and most of those diseases respond to most of the same treatments. But it isn’t perfect. This is why the idea of “personalized medicine” — or treatments that are developed and administered on a patient-by-patient basis — has always been such a desirable goal for medical researchers. No more averaging together the most likely solutions. And it is possible now.

Power of Faster Diagnostics

Fred Turner Co-Founder & CEO, Shield Bio

In healthcare, speed matters. Consider the power of early diagnosis and treatment in cases such as cancer, infectious diseases, and Alzheimer’s. It could literally mean the difference between life and death. That’s why innovative companies are now working to diagnose diseases in minutes instead of days, and with the right diagnosis, so therapies work the first time.This has the potential of redefining what medical care is all about.

Next-Gen Treatments for Mental Health

Philip Strandwitz, PhD Co-Founder & CEO, Holobiome Inc.

In the body, everything works together. That’s why next-generation treatments for mental health are looking away from the brain exclusively and focusing on areas such as the gut-brain axis, which links the emotional and cognitive centers of the brain with peripheral intestinal functions, and the gut biome. Because, what happens in our gut directly impacts how we feel mentally, opening doors to new approaches for anxiety, depression and more.

Panel Discussion: Future of Health

Dave Messina, PhD Chief Operating Officer, Cofactor Genomics
Meridith Unger Founder & CEO, Nix Biosensors
Philip Strandwitz, PhD Co-Founder & CEO, Holobiome Inc.

Healthcare is massive economic burden in this country. According to the National Health Expenditure Accounts, it now totals roughly $3.5 trillion per year, or more than $10,000 per person. That’s more than any other country in the world, despite the fact that U.S. life expectancy continues to fall below the average of other high-income countries. Something has to change. We have to simultaneously improve quality and reduce cost.

Panel Discussion: Millennials to Perennials: Diverse Perspectives on Investing with iSelect

Kathy Lintz Founder & Partner, Matter Family Office
Andy Daniels Founder & CEO, Daniels Trading/Global Asset Advisors
Max Williams Managing Director, Lagomaj Capital
Rick Imperiale Founder & President, Uniplan Companies

Cultural influences as well as early investment experiences can shape a lifetime of investment behavior.   We will explore unique perspectives, and better understand how different generations are managing change, especially as it relates to technology.  In this lively exchange, we will also discuss how the ability to invest in early stage venture capital deals can and has changed the dynamics of succession planning.  And, how the investment outlook of the digitally native generation is becoming a driving force behind the new “personalized experience” being demanded across all industries.

Closing Remarks

Carter Williams – CEO, iSelect Fund