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Assure Structured Live 3Q22 Masterclass


Aug 15 - 18 2022


9:00 am - 5:00 pm


Virtually through Zoom
Tara Spalding


Tara Spalding

Tara Spalding Managing Director, BoomStartup Accelerator Tara Spalding is Managing Director of BoomStartup Accelerator. BoomStartup is an accelerator and mentorship-driven angel-stage investment program for startups. It operates as an online technology-driven accelerator, providing entrepreneurs a custom business plan including business maturity guidance, investment preparation, and capital structuring relevant to growth, and investment strategies as well as a curated marketplace for services. Tara is also the founder of Hen House Ventures, an early stage incubator that helps tech companies rapidly scale when entering massive markets, and is also on the board of trustees for Tara is the recipient of the 2020 Utah Business 30 Women to Watch award. Tara began her high-tech career in Silicon Valley when she taught herself to code software and became the first employee, and eventually VP of marketing at industry leader, SugarCRM. Her Silicon Valley experience included roles as CMO at GroundWork Open Source, VP marketing at Magnet Systems, and co-founder and CPO at BenchPick. Tara received her bachelors from University of Colorado, Boulder.

Other Organizers

Angela Dayton, MS
Angela Dayton, MS

Angela Dayton is a successful entrepreneur, investor, executive, speaker, and author. Angela has sold two companies, delivered hundreds of presentations, and invested in over a dozen start-up companies. Her expertise includes executive leadership, technology development, strategic partnerships, project management, workforce development, and business execution. Angela was the first official female member of the Salt Lake City Angels; is a limited partner in two VC firms, and invests in green energy solutions, fintech, eCommerce solutions, consumer products, medical technology, medical devices, and AI.

Bill Brady
Bill Brady

Bill is the co-founder and CEO of Troomi Wireless, a mobile phone company that provides children with safe, healthy solutions for using technology. Through the powerful flexibility of its KidSmart operating system, Troomi is the safe phone that grows with kids. Bill holds a degree in PR from BYU, where he served as Student Body President, and a master’s degree in business from the University of Utah. Bill and his wife Heidi have been married for 21 years, have five great kids and live in Alpine, UT.

Arthur Benjamin
Arthur Benjamin

Arthur Benjamin was born in NYC and lived in that metropolitan area until leaving to attend Clark University in Massachusetts. Since then he has lived in numerous cities throughout the USA, England, Colombia (SA) and for a short time in Denmark and Spain. Currently, he lives in North Palm Beach (FL), but has close affiliations in Dallas (TX) and Salt Lake City (UT). His life has been both interesting and diverse. He has been an internationally-celebrated photographer, married for a year to a member of the British Royal Family and has had numerous entrepreneurial successes after leaving the world of Fortune 500 business. Mr. Benjamin’s life commitment is to achieve “Better Lives for People and Pets” though partnerships, companies and charitable works. He has had many, now famous, mentors and guides that have contributed to his own successful journey. And, he now serves many others in this same capacity. Arthur E. Benjamin dedicated himself to advertising & marketing and management in education and animal rights activism for the four decades. At his core he is a marketing expert who has applied the expertise gained at CBS, Group W and Major Market Television to building companies. Serving in management & boards of a number of the nation’s leading career education colleges and associations in the US, he turned his attention to educational partnerships in Brazil using research and marketing for growth, with planning and execution, that yielded both efficiency and effectiveness on grew the largest Hubspot EDU agency in less than four years. A graduate of world-reknown mathematician & philosopher Buckminster Fuller's entrepreneurial and business education at Burklyn Business Institute, he is a student of out-of-the box solutions and unique ability partnerships. Applying that to charity, as an advocate for the humane treatment of animals, Arthur’s philanthropy has had an equally significant impact on the lives of hundreds of thousands of animals globally, both domesticated and living in the wild. As Managing Director at Stone Mountain Global Investment Group and Benjamin Investments in the past ten years, he has led the group in investments in over a dozen companies in the US and abroad, as well as made angel investments in over 50 companies, focused making a difference in the world.




Assure Structured LIVE Masterclass, a free virtual education and training program, is focused on the structuring and administration of private investments. Masterclass sessions will walk you through the entire deal process and are tailored to your level of investment experience, with content relevant to Founders, Organizers, and Investors. Thought leaders from Assure will share insights, data and tips on how to use SPVs, what structures exist beyond VC funds, how to build a syndicate and more!

Monday, Aug 15

Live session at 10am MT “State of the Industry Keynote”

On-demand sessions

  • The State of the SPV Report 2022
  • From Founder to Founder-Friendly Investor
  • Trailblazing Between the Coasts
  • What the Stonks?
  • SPVs are Changing the World

Tuesday, Aug 16

Live session at 10am MT “10 Preparation Stages to Start A Successful Business” by Tara Spalding

On-demand sessions

  • How Startup Investments Work by Tara Spalding
  • Cap Table 101
  • Basic Taxes
  • Nuances of Investor Types
  • Convertible Notes
  • Simplifying Investor Relationships with Tara Spalding and Bill Brady

Wednesday, Aug 17

Live session at 10am MT “How to Run Your First Deal” and “Expert Taxes”

On-demand sessions

  • Pro Rata Rights
  • Deconstructing Complex SPV Structures
  • Side Letters
  • ERA Exemptions
  • SPV Fund Documents
  • Exits and Post-Close Activities

Thursday, Aug 18

Live session at 10am MT “Anatomy of an SPV” and “Finding Deal Flow”

On-demand sessions

  • How Savvy Investors Use SPVs
  • Investor Experience
  • Investor Types
  • How to Build a Syndicate
  • Becoming a Better Direct Investor with Tara Spalding, Arthur Benjamin, Angela Dayton