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Training for Investors



    Seed Investing as a Team Sport

    a working session for private investors in entrepreneurial ventures



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Recent Speaker Bios


Jason B. Coutant

Partner
Conner and Winters Attorneys at Law
Tulsa, Oklahoma


Jason Coutant practices in the areas of Banking and Finance and Corporate and Securities. He assists banks and other financial institutions in structuring and documenting credit facilities and has developed expertise in the following categories and industries: commercial & industrial, Native American (including gaming), oil and gas, and healthcare. He also assists companies ranging from privately held businesses to large publicly traded companies with a variety of matters, including business formation and planning, public and private offerings of securities, SEC compliance and acquisitions and dispositions. He serves as counsel for Cowboy Technology Angels, LLC.

Practice Areas:

  • Banking and Finance
  • Corporate and Securities
    • Business Formation and Organization
    • Capital Markets and Securities Offerings
    • Mergers and Acquisitions
    • Securities Regulation and Compliance
Education:
  • University of Texas School of Law (J.D., with honors, 2005)
  • Oklahoma State University (B.S., Accounting, magna cum laude, 2002)
Admitted to the Oklahoma Bar, 2005.


Chuck McCoy

Founder and Executive Director
North Texas Angel Network (NTAN)
Dallas, TX

NTAN is a group of over 50 accredited investors that seek 4 or 5 startups per year that have the potential to build real wealth and create additional entrepreneurial families in Texas. NTAN was started in 2008 and the members have invested about $8MM in 20 or so companies as a part of a formal and rigorous process. It is a forum based on transparency and individual engagement of successful entrepreneurs with the best startups in Texas. These are disciplined entrepreneurs investing in the next wave of innovative companies. We actively investigate over 30 companies a year.

Prior to starting NTAN Chuck spent a year as Director of Commercialization Programs at the North Texas RCIC. The Texas Emerging Technology Fund was actively funding technology start-ups and the RCIC brought many university based companies to the fund. This was his first major experience outside of building and delivering enterprise software.

After learning the commercial software business at Arthur Andersen & Company, Chuck spent 20 years as an independent operator building, selling, and rolling-out software for clients. The primary focus was planning and control systems for manufactures of oil and gas tools, with many QA and Test and Measurement requirements. There were also many projects with the early use of electronic document imaging systems for clients such as AT&T, E-Systems, MCI, and Bell South.

He holds a BBA from Oklahoma City University, an MS (Economics) from Oklahoma State University, and is a veteran of the US Army (A Battery, 6th Battalion, 33rd Field Artillery, 1968). Chuck wishes to be known as a good student of company building.


David Thomison

Assistant Professor
Oklahoma State University
Stillwater, OK

David Thomison is the Carl Thoma Clinical Assistant Professor in Entrepreneurship within the School of Entrepreneurship at Oklahoma State University. His course focus is on launching early-stage businesses and the associated Angel/Venture Capital formation. Additionally, he serves as an active student advisor within the O.S.U. Startup Central/Incubator program which supports student teams evaluating and starting new private sector businesses.

David has a breadth of executive experience spanning across high growth technology startups, venture capital funds, to a large public company. Over the last ten years, David directed the client services, Angel capital formation, and seed venture capital investment functions at i2E, Inc. advising over 200 startups, development of a vibrant statewide Oklahoma Angel group, and overseeing over $50 million in Oklahoma venture investment funds. David has an MBA from Harvard University, and a BS in Industrial Engineering & Management from Oklahoma State University, where he was recognized as a Top Ten Senior.


Jim Troxel

Founder, Co-Managing Director
Development Capital Networks and WBTangels, LLC
Chicago, IL

Jim Troxel is an author and consultant to public service organizations and private companies worldwide. He is a founding partner of Development Capital Networks, LLC, (DCN) and its affiliate, WBTangels, LLC. His current focus is managing and facilitating WBTangels network of angel funds which currently includes groups in Oklahoma, North Dakota and Wyoming.

Concurrent with founding and leading DCN, Jim co-founded a consulting company, Millennia Consulting, LLC, in Chicago which focused on the public service sector of nonprofits, government, philanthropic and educational institutions. He also served as Training Director for the National Association of Seed and Venture Funds (NASVF) and has led close to 100 seminars for 3500 people on seed investing for entrepreneurs and angel investors. During his career Jim has launched seven businesses and served as an advisor to countless others.

Jim is a facilitation and training expert specializing in the fields of citizen and employee participation, strategic planning, change management, organizational learning and long-term systemic change. His career in community and organizational development and leadership training spans 45 years and a dozen countries. He has inspired more than 70,000 people in over 1000 seminars and workshops. He guides the design and delivery of conferences and workshops of DCN clients, trains the facilitators for seed investing seminars and leads the development of new training events.

Jim publishes and lectures widely. His editing credits include two books, and as well as several published articles. He has lectured on numerous topics, including personal and organizational change, self-managed teams, the culture of participation, and the recovery of civil society.

Jim received his undergraduate degree from Oklahoma State University and his graduate degree from DePaul University where we served as an adjunct faculty member for its School for New Learning.