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Educational Webinars

Upcoming Educational Webinar

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DAVID BAILIN (HBS '85):

CEO & Founder, CIO Capital Partners
Former Chief Investment Officer at Citi Global Wealth

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Date: Wednesday November 12, 2025
9:00am PT, 12:00pm ET, 6:00pm CET

About this Event:

 

Join us for a fireside chat with CIO Group, CEO & Founder, David Bailin.

Outlook 2026: Unprecedented Times, Exceptional Portfolios

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Markets have proven resilient in 2025, but the restructuring of the global political and economic order necessitates that wealth managers and investors adapt portfolios to address major shifts in how and where business is done.
 

Tariffs have become a primary weapon to restructure trade and secure other goals. The transactional nature of

American foreign policy has upended long-standing alliances. The Federal Government has used regulatory

and legal threats to directly influence US and global business leaders.
 

Against this unprecedented backdrop, can we expect similar buoyant markets in 2026? What is the outlook for the stock market and for private capital markets? How should you be thinking about allocating your portfolio? Join David Bailin of the CIO Group to discuss. 
 

This webinar will be hosted by Sameera Bazaaz, HBS Angels Board Member and DC Chapter Chair

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PRESENTER

DAVID BAILIN

CEO & Founder | The CIO Group

David is the Founder and Chief Executive Officer of CIO Group, a next generation wealth management firm. CIO Group utilizes transformative, data-driven wealth solutions to materially improve family offices and UHNW investment portfolio outcomes.

David previously served as the Chief Investment Officer at Citibank where he was responsible for the development and oversight of Citi Wealth’s $190 billion investments platform, including Citi Investment Management, Citi’s core discretionary investment management business.  Prior to joining Citi, David’s experience included serving as President of Bank of America’s Alternative Investment Solutions and co-founding Martello Investment Management, a hedge fund-of-funds.

Known for his disciplined approach and market insights, David has been a trusted voice in wealth management, frequently featured on CNBC, Bloomberg, and in publications like the Wall Street Journal and Financial Times.

$25 Registration
 

HBS Angels Members
contact your local chapter leader for member codes.


The Zoom Meeting information will be in your registration confirmation email.
Please check your junk/spam/bulk folders if you don't see it. 

Previous Educational Webinar

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Harvard Business School, Senior Lecturer, Entrepreneurial Management

Date: Thursday, June 26th, 2025
9:00am PT, 12:00pm ET, 6:00pm CET

About this Event:

 

Join us for a fireside chat with HBS Professor Julia Austin to discuss her new book "After the Idea" which gives the reader an inside view into Professor Austin's waitlisted HBS course "Startup Bootcamp". 

 

Many entrepreneurs are great at the formulating an idea but do not anticipate the details required to actually run and scale a new venture. Drawing on her experience at renowned startups like Akamai Technologies, VMware, and DigitalOcean and the hundreds of founders and startups she has educated, coached, and advised, Professor Austin will elaborate on her time-tested strategies to help founders, joiners and investors navigate the operational challenges of startup ventures, including validating problem hypotheses, building and scaling the functional areas of a business, team management, and more. Her accessible set of techniques is for anyone determined to turn a great idea into a solid success.

 

In this webinar we will discuss techniques for:

•  Conducting effective discovery;

•  Validating and refining your idea and building product market fit;

•  Building a strong founding team;

•  Productive fundraising and communications strategies;

•  Scaling and growth.

 

If you are an early stage entrepreneur, growing a venture, or an investor looking to find your next promising venture, this webinar is not to be missed!!

 

This webinar will be hosted by Sameera Bazaaz, HBS Angels Board Member and DC Chapter Chair

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PRESENTER

JULIA AUSTIN

HBS Senior Lecturer | Entrepreneurial Management

Julia Austin is a seasoned operator who has served in leadership roles at several technology startups. She is on the faculty at Harvard Business School and is faculty cochair of the Arthur Rock Center for Entrepreneurship. As a certified executive coach, Austin works exclusively with startup founders. She is an angel investor, serves on startup boards, and advises many founders through her work

Webinar History

Past webinars have included:​

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  • HBS Senior Lecturer Julia Austin discusses book, "After the Idea"

  • RE-HUMANIZE: How to Build Human-Centric Orgs in the Age of Algorithms

  • HERE COME THE AI AGENTS: Can you save or should you sell your Software/SaaS company?

  • BEST PRACTICES OF MEDTECH INVESTING: a perspective from HBS Alumni Angels Expert Group

  • MASTERING AI: A Survival Guide to Our Superpowered Future with Jeremy Kahn and Simon Greenman

  • The Venture Mindset: a transformative playbook for delivering extraordinary results in modern organizations

  • The New CEO: Lessons from CEOs on How to Start Well and Perform Quickly

  • Economic Climate and Outlook - Implications for Early-Stage Investors

  • SPACE: The Final Frontier For Angel Investors?

  • Linking Strategy and Sales in an Entrepreneurial Venture

  • Intro to Cap Tables: What Every Angel Investor (and Founder!) Should Know

  • The Generative AI Gold Rush: Who Will Profit and How?

  • SVB Collapse: Faculty Perspectives

  • The Voltage Effect: How to Make Good Ideas Great and Great Ideas Scale with John A. List, Professor in Economics at the University of Chicago

  • The Genesis Machine: Programming the Living World with Andrew Hessel, Microbiologist and Geneticist

  • The Synergy Solution: A Conversation with Deloitte's Mark Sirower on How Companies Can Master Mergers & Acquisitions

  • Converted: A Conversation with Google's Neil Hoyne on Using Data to Grow Your Business

  • Sales Management That Works: a Webinar and Discussion with Professor Frank Cespedes, HBS Senior Lecturer

  • How to Build a Sustainable, Scalable, and Sellable Business with Michelle Seiler Tucker, Author of Exit Rich

  • Rita McGrath, Author, Seeing Around Corners: How to Spot Inflection Points in Business Before They Happen

  • Morgan Stanley's Multi-Cultural Lab Panel with Carla Harris & Alice Vilma

  • How to Plan Platform Strategy in a Global Digital Landscape

  • Wattpad - The World’s Most Innovative Social Network

  • FOMO Sapiens: Overcoming Analysis Paralysis to Live and Work Decisively

  • Launching Tech Products In Tough Economic Times: 3 Crucial Questions to Ask Before Launch-Not Afterwards!

  • Getting Deals Done: It's What the Best Deal Leads Do

  • Passion and the Pitcher: Building Strong Founder/Angel Relationships From the Start

  • Investing with Impact: The Continuing Rise of ESG in a Post COVID-19 World

  • Entrepreneurial Leadership: New Ventures, Inspiring Others and Running Stuff

  • Pandemic Investing: Likely Impact on VC and Angel Investing

  • Angel Investing and COVID-19

  • Investing in Blockchain: The Big Opportunity

  • Finding your Angels: Raising Capitol for your Start-Up

  • Toss the Financial Model Spreadsheets

  • Healthcare Start-ups: How to Distinguish Real Companies from Overhyped Ones?

  • Who's Really Going to Make Money in AI and Machine Learning?

  • How Safe are Safe's?

  • "Best Practices" in Angel Investing

  • The Shiny Penny: How to Maximize the M&A Value of Your Company

  • Structuring Success: Building Term Sheets that Build Businesses

  • Syndicated Investments

  • Technology Disruption in Money Management

  • Emerging Technologies in Financial Services

  • The Science of Sales GrowthImpact Investing in Sustainable Food

  • Building Term Sheets that Build Business

  • Revenue-Based Investing

  • Cyber Security Investing

  • Angel and Venture Investing with Brad Feld

  • The Ultimate Marketing Framework

  • A Data-Driven Perspective on Early Stage Saas Investing

  • Investing In Blockchain

  • Internet of Things Primer

  • Moonshots and Soft Landing

  • Seed Investing in Consumer Products and Services

EDUCATIONAL WEBINAR VIDEO LINKS

SPACE: The Final Frontier For Angel Investors?

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Presenter: Professor Matthew Weinzierl

HBS Professor of Business Administration
Senior Associate Dean, Chair, MBA Program

Hosted by HBS Alumni Angels

Thursday December 7, 2023 9:00am PT, 12:00pm ET

VIDEO LINK:
  1. If you'd like to purchase a view-only ticket for this webinar, click here.
  2. Registrants & Attendees of this webinar, contact Administrator, Molly Lyons, for the link.

Linking Strategy and Sales in an Entrepreneurial Venture

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Presenter: Frank Cespedes
HBS Senior Lecturer and Author

Hosted by HBS Alumni Angels

Thursday July 20, 2023 9:00am PT, 12:00pm ET

VIDEO LINK:
  1. If you'd like to purchase a view-only ticket for this webinar, click here.
  2. Registrants & Attendees of this webinar, contact Administrator, Molly Lyons, for the link.

Intro to Cap Tables: What Every Angel Investor (and Founder!) Should Know

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Presenter: Michael Costa, HLS ’86

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Hosted by HBS Alumni Angels

Thursday June 15, 2023 9:00am PT, 12:00pm ET

VIDEO LINK:
  1. If you'd like to purchase a view-only ticket for this webinar, click here.
  2. Registrants & Attendees of this webinar, contact Administrator, Molly Lyons, for the link.

The Generative AI Gold Rush: Who Will Profit and How?

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Presenter: Simon Greenman
Partner at Best Practice AI and Member of the Global AI Council
World Economic Forum

Hosted by HBS Alumni Angels

Thursday May 4, 2023 9:00am PT, 12:00pm ET

VIDEO LINK:
  1. If you'd like to purchase a view-only ticket for this webinar, click here.
  2. Registrants & Attendees of this webinar, contact Administrator, Molly Lyons, for the link.

SVB Collapse: Faculty Perspectives

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Presenters: HBS Faculty

Hosted by HBS Alumni Angels and HBS Alumni Relations

Thursday March 16, 2023
9:30am PT, 12:30pm ET

VIDEO LINKS:
  1. HBS alums, to log-in and watch the video at HBS, click here
  2. If you are NOT an HBS alum, click here to watch the video

HBS Alumni Angels Association
© Copyright HBS Alumni Angels Association
ALL RIGHTS RESERVED.

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