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How do you choose investment opportunities?

Explore the essentials of an investment thesis and learn the process of crafting a well-defined and strategic approach to investing. Learn how to lean into your unique value-add as an investor, identify potential opportunities, and create a set of guiding principles to make informed investment decisions.

Carollynn Schafer, CEO of Accelerate Okanagan, will guide us through the essential elements of constructing an investment thesis, such as:

  • Leveraging your unique perspective

  • Identifying promising opportunities

  • Aligning your values

Whether you're a budding investor just beginning to craft your investment thesis or an experienced professional in the ecosystem refreshing your guiding principles, join Carollynn as she enhances your understanding of early-stage investing and empowers you to build an airtight, value-driven investment framework.

Presented By

Carollynn Schafer

Carollynn Schafer
Angel Investor, Quintessence Investments
CEO, Accelerate Okanagan

Carollynn Schafer is an active angel investor with a background in law. She obtained her law degree from the University of Victoria and spent her first 8 years as a lawyer at a corporate firm in Winnipeg, focusing on Technology, IP and Privacy law. From there, she went in-house and worked with LemonFree.com, a start-up in the automotive marketing space, until their acquisition/merger with LotLinx in 2015.

Carollynn is currently the CEO of Accelerate Okanagan, a General Partner of OKGN WMAN, a past director and Fund Manager of the OKGN Angel Summit and acted as the investor facilitator for their 5th fund. She also is an advisor for Trellis Social Enterprises and assists other technology start-ups. Carollynn has developed her knowledge of start-ups from her involvement as a shareholder, fund manager, general partner and an advisor and this combination gives her a unique perspective into the challenges faced by start-ups.

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