�The Kellogg Global Investor Network�
Bringing Global Networks and Opportunities Together.
The Kellogg Global Investor Network
The purpose of the Kellogg Global Investor Network is to bring together the global networks of Kellogg alumni to identify and support investment opportunities - there is no cost to joining.
The Network is not an investment fund and does not make direct investments; rather, it facilitates strategic connections between its members and investment opportunities.
The Network is open to all types of investment opportunities and strives to connect those opportunities with the vast executive expertise and resources of Kellogg alumni.
The goal of the Network is to provide Kellogg alumni an educational opportunity to expand their knowledge of investing without taking on investment risk.
The Network provides Kellogg alumni an opportunity to advise and mentor by creating connections between entrepreneurs, operators, owners and investors.
Wharton Alumni Angels Model
Process: Sourcing 🡪 Expertise 🡪Analysis 🡪 Evaluation 🡪 Commitment = Investment
Investment
Network forms separate SPV for committed Active Members
For-profit SPV is outside of the Network
Investment terms, board member(s), etc. determined by SPV Active Members
Network serves as GP. No comp for Network. LPs pay expenses.
The KEMBA Option: 2-5% of upside to support Kellogg Entrepreneurship & VC/PE Programs
Global Directors
Identify & source global investment opportunities
Collectively determine which opportunities to advance to Network Members
Regional points of contact for Alumni
Quarterly meetings/Zoom
Investment Pitches
Companies pitch investments to Members via Zoom
Due diligence, financials, provided to Members
Associate Members learn to invest and can provide expertise without required investment
Quarterly pitches
Post-Pitch
Members surveyed for feedback & level of commitment
Post-pitch due diligence; include subject-matter & industry expert Members
Members decide to invest based on their individual investment goals, risk tolerance, and financial situation
Commitment
If $50k threshold not met, then decline opportunity
If $50k Active Member commitments, then accept / finalize terms
Opportunity for board or advisory positions for all Members
Global Directors – Leveraging our Global KEMBA Infrastructure: Investment Experience + Resources + Geography
.
LoyaltyOne, AVP Data Analytics; Umair Anjum, Ceridian
Tobias Temmen, The Gardens Investment
Dan Guo, CFO, AAC Technologies Holdings; Joshua Chan, SoL
Lounge & Sleep Limited
Investments, CP Future City
Supportive Living
JOIN US: https://forms.gle/SHwb9dFve53kpqGn9
What’s the Network opportunity?
Companies Seeking Investment, Collaboration, Expertise
The Network is open to all types of opportunities, industries, stages of growth and investment structures…
…in order to connect with investors…
…whose investment strategy, industry expertise, risk tolerance, and financial situation fit the opportunity.
Associate Member
Open to Non-Accredited Investor KEMBAs & Alumni with 7+ years experience
For those not ready to start investing
Learn from those you know and trust
Your expertise – potential to serve as strategic advisors. operators, and board representation
Sub-committee involvement
Global network
Active Member
Accredited Investors only
Open to KEMBAs & Alumni with 10+ years experience
Invest with those you know and trust
You decide – Only invest in what matches your investment strategy, risk tolerance and financial situation
Global network
Global Directors
High level of executive experience
Geographically diverse; industry diverse; investment stage diverse
Extensive experience evaluating a range of investment & operational decisions
Access to analytical resources
3-6 hour commitment per quarter; KEMBA Alumni
The Kellogg Global Investor Network��Bringing Global Networks and Opportunities Together.����JOIN US: https://forms.gle/SHwb9dFve53kpqGn9