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Alain Pechon, Ex-CEO, Calendra
Antony Brydon, CEO, Visible Path
Andrew Wallace, Senior Manager, Specialist Fund Market, London Stock Exchange plc
Alan Cline, Senior Manager, Specialist Fund Market, London Stock Exchange plc
Amish Mehta, Partner, Vector Capital
Andreas Hoynigg, Former Founder, ExecuTRACK (sold to StepStone)
Angela Margolit, President, Bluebird Auto Rental Systems
Ann Winblad, Co-Founding Partner, Hummer Winblad Venture
Ariel Kelman, Senior Director, Platform Product Marketing, Salesforce.com
Brian Bacon, Founder and President, Oxford Leadership Academy
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| Symposiums > Past Symposiums > Speakers
| Seventh Annual Growth and Exit Strategies |
San Jose, May 14, 2009
Doubletree Hotel San Jose
Will Things Ever Be the Same?
Staging for the Recovery - the Future of M&A, VC, Private Equity and Public Offerings in the New Tech Landscape
Attend this conference to learn about:
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Raising capital in the current environment
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The new rules of global tech M&A
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The role of private equity in a credit-starved market
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The IPO window
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Creative transaction structures
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Finding value and opportunity in the cloud
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Acquisition multiples, VC tactics and more
And meet:
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Corporate development professionals from Google, Verisign, VMWare and other leading companies
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Entrepreneurs who recently sold their companies
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Leading industry visionaries, including Peter Coffee, Director of Platform Strategy, Salesforce.com
Recovery follows recession, rewarding the companies who made smart strategic decisions in the downturn. We aren't out of the woods yet but the extreme volatility of Q4 2008 has given way to a more pragmatic market. Strategic acquirers such as Google and Microsoft have amassed huge cash warchests. Private equity funds raised money at a record pace in 2007 and are under pressure to put those funds to work. An increasingly global economy has created new opportunities and new competitive threats. Meanwhile, aggressive competitors are trying to take your market share and position themselves to be acquired. How will you respond?
The landscape has changed, impacting every aspect of your strategic plan. It is time to rethink your strategy for funding and liquidity.
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Speakers
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Nat Burgess
Conference Chair - World Financial Symposiums;
President - Corum Group, Ltd.
Nat joined Corum in 1996 and brings a diverse background in technology M&A and law. While with the Enforcement Division of the U.S. Securities and Exchange Commission, Nat helped identify and build cases against securities fraud schemes. With the Strategic Development Division of Morgan Stanley's M&A group, Nat worked on cross-border acquisitions of U.S. and European companies by Japanese firms, and on financings by large Japanese public companies. Nat moved to Morgan Stanley's Tokyo office, where he reported directly to the President of Morgan Stanley, Japan Ltd. and focused exclusively on cross-border M&A.
After Morgan Stanley, Nat co-founded Postcard Software, a creator of advertiser-driven bilingual (English and Japanese) Internet content. At Activision, Nat led the company's on-line business development.
Nat earned an undergraduate degree in Japanese literature from Yale College and a law degree from UCLA. While in law school, Nat wrote articles for the International Forum at Yale, Tokyo Journal.
As Corum's President and also the Chairman of World Financial Symposiums, Nat is frequently quoted in industry publications and in other technology business news articles such as this Time magazine piece analyzing the strategy behind certain Google acquisitions and this USA Today article on tech M&A.
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Ward Carter
President - Corum Group
Mr. Carter's technology background includes a variety of management positions with the Burroughs Corporation (later Unisys). Later, as vice president of a Wall Street investment firm and as principal in a regional venture firm, Mr. Carter raised capital for ventures in computer hardware, software, and biotechnology. As an executive for a Seattle-based archival storage software company he attracted venture capital and assisted with the eventual acquisition of the company by a larger competitor. As president of InfoMatrix, and later Discovery Sales + Marketing, Mr. Carter provided sales and marketing consulting support to executives of emerging software companies.
He joined Corum in 1997 and has successfully managed numerous software company mergers and acquisitions worldwide. He graduated with Honors from
Seattle
University with a BA in Business.
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Peter Coffee
Director of Platform Research - Salesforce.com
Peter Coffee works with corporate and commercial application developers to build a community based on Force.com: the salesforce.com Platform-as-a-Service (PaaS). He has led technical workshops and delivered conference keynote speeches in China, Korea, Singapore, Australia, Canada, Mexico, Brazil, England, Italy and India as well as throughout the U.S.
Peter has been with salesforce.com for two years, following 18 years as Technology Editor of the enterprise IT journals PC Week and eWEEK. He was previously the first manager of PC planning at The Aerospace Corporation in El Segundo, California, where he also worked in space asset management applications of AI techniques. Before that, he was a Senior Engineer in arctic project management, chemical facility construction, and synthetic fuels project planning for various divisions of Exxon in California, Louisiana and New Jersey. He holds an engineering degree from MIT and an MBA from Pepperdine University; he has been a faculty member in IT management at Pepperdine and also at UCLA (computer science) and Chapman College (business analytics). He is the author of two books, How to Program Java and Peter Coffee Teaches PCs.
When not traveling or writing, he works and plays as a Boy Scout backpack expedition leader, community food bank coordinator, MIT Educational Counselor, volunteer science educator, youth soccer referee, and member of the governing board of the Los Angeles area's Beach Cities Symphony Orchestra.
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Marc Chiang
Director, Transaction Advisory Services - Grant Thornton LLP
Marc is a Director of Grant Thornton’s Transaction Advisory Services (TAS) based in the Greater Bay Area. He has specialized industry expertise in the areas of internet, software, service industry, light manufacturing and clean technology. Marc has participated in over 40 technology transactions. He also has significant cross-border experience including deals in the PRC ().
Marc has over 16 years of financial experience including assisting middle-market private equity and strategic buyers through all phases of the acquisition process, including initial deal analysis, financial and accounting due diligence, valuation, identification of synergies and integration. He has also been involved in post-acquisition processes such as IPOs, sales to strategic buyers, and sales through an auction processes.
Prior to joining Grant Thornton, Marc was a Senior Manager at Deloitte & Touche LLP’s M&A Transaction Services. He is a top 10 The Industry Standard prediction expert. He also has prior experience in investment banking, corporate development and public accounting.
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Don Helt
Don’s professional background includes industry experience as Director and VP of Human Resources for both public and private corporations in a variety of industries, and as the principal in a Human Resource consulting practice serving mid and large market clients. Current client projects included workforce, executive and sales compensation; technology solutions for human resources departments; and organizational planning, development and training.
Don is also the founder and President of Human Resource MicroSystems, Inc., a software development firm that provided human resources solutions to mid-sized organizations on an international basis. Utilizing his broad background in human resources, Don managed the development, marketing and sales as well as the implementation and support services of comprehensive, customer driven solutions in a highly competitive market environment. Human Resource MicroSystems, Inc. was subsequently acquired as the software foundation for a growing human resource business process outsourcing firm.
Don has served as founder and chairperson for the Bay Area Compensation Association and as Board Member for the Northern California Human Resources Association, as well a having long standing professional memberships in both the International Association for Human Resource Information Management and the Society for Human Resource Management. He holds a BS degree in Industrial Relations from
Rider
University
and an MBA from the
University
of
Southern California
.
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Mark Zawacki
Founder and Managing Partner - Milestone Group
Mark Zawacki is the Founder and Managing Partner of Palo Alto based Milestone Group. Since 2001, Milestone Group has worked with more than 190+ tech, media and telco (TMT) clients globally on a myriad of growth and revenue-related initiatives including strategic positioning, business and corporate development, alliances/partnering and international expansion. Milestone Group clients have included Microsoft, Cisco, Intel, AOL, Swisscom, Symantec, Avocent, SAP, Trend Micro, NTT Verio, Vignette, MX Logic, PlaceWare (acquired by Microsoft), AvantGo (acquired by Sybase), Intraspect (acquired by Vignette), Artesia Technologies (acquired by Open Text) and Authentica (acquired by EMC).
Mark spent nearly a decade as a strategy consultant with CSC Index, the strategic management consulting division of Computer Sciences Corporation (CSC). Variously based in Amsterdam, London, Sydney and San Francisco, Mark's consulting focused on corporate strategy, organizational change, and leveraging technology for business advantage.
Mark is a frequent speaker, panelist and moderator at technology events globally. His recent conference participation includes AlwaysOn, SD Forum, MESDA Technology Conference, MIT Enterprise Forum, MIT Media Lab, ANZA Gateway to the US Conference, CRM Magazine Science of Selling Webcast, Stanford Graduate School of Business Conference on Entrepreneurship and several other corporate functions.
Mark holds a B.Sc. in Marketing from the University of Colorado and an MBA from the University of Rochester, William E. Simon Graduate School of Business, where he currently serves on the Executive Advisory Council.
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Michael Burnett
Senior Director - Yahoo!
Michael Burnett joined Yahoo! in April 2007 as a Senior Director in their Corporate Development department. Michael has broad responsibility for the evaluation and execution of acquisitions, strategic investments and joint ventures across Yahoo!. Since joining, Michael has had the opportunity to sponsor a number of transactions including Yahoo!’s acquisition of Right Media, Blue Lithium and IndexTools.
Prior to joining Yahoo!, Michael was a Director in Deutsche Bank’s Technology Investment Banking Group specializing in Mergers & Acquisitions. Michael joined Deutsche Bank from Lehman Brothers, where he was a Vice President performing a similar role.
Michael's ten year investment banking experience spans New York, London and San Francisco. Advisory assignments have included international and domestic buy-side, sell-side and general strategic advisory with closed media and technology transactions totaling more than $25 billion. Michael’s clients have included Nokia, Ericsson, Sony Ericsson, Autonomy, Quantum, Seagate, Powerwave, Finisar, Scientific-Atlanta, Telenor, and Flextronics.
Michael holds a Master's in Business Administration from London Business School and a Bachelor of Science degree from the University of Southern California.
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Dale Quick
President and CEO - Indentiprise Corporation
As President and CEO of Identiprise Corporation, Mr. Quick oversees operations of Identiprise Corporation and wholly owned subsidiaries SecuredUser, Inc., SecuredMobile, Inc., and Secured Services Canada, Inc., offering a range of IT security solutions for government, enterprise and service providers.
He joined Identiprise through the acquisition of Chameleon Technologies, where he was President. Prior to joining Chameleon, Mr. Quick was the Vice President, Sales and Marketing for Elematics, Inc., developing and selling software for managing optical network infrastructure to national and international service providers. Prior to Elematics, Mr. Quick co-founded telecommunications software provider Quintessent Communications, where he served as Chief Operating Officer. Previous to Quintessent, he held senior management positions with Bank of America and Covey Leadership Center. Mr. Quick holds a B.S. degree from Brigham Young University's Marriott School of Management, and an M.B.A. from the Foster School at the University of Washington.
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Peter Thompson
President and CEO - RIS
Before retiring in 2008, Dr. Peter Thompson was president and CEO of RIS, a 600 person, $65 million dollar corporation specializing in Applications Support and Maintenance. Today, large companies still depend on RIS' specialized expertise to support and maintain mission critical computer systems utilized in the day to day operations of their business. The de-facto leader in Applications Support and Maintenance, RIS sports a patented methodology (SMART Methodology), a suite of web-based tools (SMART Tools) and courses in applications support and maintenance currently taught and 2 Canadian universities (SMART People).
Professionally, Dr Thompson is the author of several books on best practices in applications support and maintenance. He is a frequent invited speaker at conferences on the subject. To showcase best practices Dr Thompson created a discipline around Applications Support and Maintenance with the SMART Methodology, SMART Tools, SMART People.
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Vivian Wu
Board of Directors - TA Associates
Vivian Wu has twelve years of private equity and investing experience in the United States and Asia. She joined TA Associates in 2002, where she focuses on growth capital, recapitalizations and buyouts in technology and technology-based services. She serves on the Board of Directors of Epic Advertising, FreeWave Technologies and Global 360. Prior to joining TA, she was a member of the software team at Accel Partners, where she was involved with investments including SupportSoft (SPRT), Comscore (SCOR) and Responsys. Previously, Vivian was an Associate at Morgan Stanley Private Equity Asia focused on growth investments in Greater China and Southeast Asia, and a Business Analyst at McKinsey & Company, where she worked with Global 100 healthcare, financial services and telecommunications businesses. Vivian received a BS in Economics degree with a concentration in Finance and a BA degree in History from the University of Pennsylvania, where she graduated summa cum laude and Phi Beta Kappa, and an MBA from Harvard University.
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Paul Kwan
Managing Director - Morgan Stanley
Paul is responsible for Morgan Stanley’s Internet and Software Banking practice on the West Coast, providing strategic advisory and financing services to leading private and public technology companies. Paul has been focused exclusively on the software and Internet industry for thirteen years. Most recently, Paul advised aQuantive on its sale to Microsoft as well as DoubleClick on its sale to Google, in addition, Paul helped lead the initial public offerings of SuccessFactors, Omniture and DemandTec. Strategic assignments have included work for AKQA, Allyes, Documentum, Hyperion, Intuit, Macromedia and Oracle. Over the course of his career, Paul has been involved in over fifty technology transactions representing $50 billion in aggregate transaction volume including IPOs, mergers and acquisitions, capital markets financings, and leveraged buyouts. Paul graduated with a bachelor degree in computer science and economics from
Stanford
University .
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Brenon Daly
M&A Analyst - The 451 Group
Brenon leads the M&A analysis at The 451 Group's TechDealmaker and KnowledgeBase products, having covered more than a quarter-trillion dollars' worth of tech deal-flow for both national publications and research firms.
Brenon began his career in 1991 as one of the initial reporters at Prognosis, the first English-language newspaper in the former Eastern Bloc. After moving to Vienna, Brenon ran the bureau for United Press International before becoming an analyst with the Economist Group, where he researched and wrote reports for The Economist Intelligence Unit and the regional publication of The Economist.
Returning to the US in 1997, Brenon helped establish the editorial voice in the early days of CBS MarketWatch, the most popular online financial news site. Since 2000, Brenon has focused his reporting on M&A as a reporter for The Deal. During that time, he also sharpened his analytical skills, writing reports for TechDealmaker (since acquired by The 451 Group) and other the boutique research firms.
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Ron Weissman
Partner - Apax Partners
A partner at Apax since 2000, Weissman manages Apax’s venture technology portfolio now that Apax has become a global buyout firm. He is a member of the Band of Angels and an investor or advisor to many private companies including Attensity, Cataphora, Kalat and Modius. His investment focus is on enterprise and infrastructure software.
Weissman has more than 25 years experience in high technology. Prior to Apax, he was VP of global marketing for Verity, a leader in enterprise information retrieval. During his tenure, Verity was named the Large Company Turnaround of 1999 by the Turnaround Management Association after Verity gained dominant market share and grew its market cap $50 million to than $1.7 billion. He spent five years at NeXT Computer managing corporate and European marketing. Previously he directed academic computing at Brown and the
University of
Maryland.
He has served as director or advisor to 30+ Apax companies and is a currently a director of CenterBeam, Sonim, Solid Information Technology and Composite Software. He has also advised many public companies and departments of the US Government. A frequent conference speaker, he has published extensively on software trends. Weissman was one of three IT industry leaders profiled in the 2003-2006 Price Waterhouse Coopers Technology Forecast.
A member of Phi Beta Kappa and a Fulbright Scholar, he received BA, MA, and Ph.D. degrees from UC Berkeley. He is a member of the VC Private Equity Roundtable, chairs the Emerging Technologies Forum of the Venture Capital Task Force, is a member of the Task Force’s Executive Committee, and serves on the advisory boards of market research firm BASEX, the Golden State Capital Network and the Entrepreneurs’ Foundation. He is an Overseer of the
University of
Pennsylvania Libraries and Associate Trustee of the University and a member of San Francisco Opera’s Corporate Council.
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Andrew Lee
Director, Corporate Business Development - VMware
Andrew Lee is a director of corporate business development at VMware. He has led a number of the company’s strategic acquisitions and investments over the last three years. Prior to VMware, Andrew led various sales and product management efforts at a storage systems startup, which was funded by his previous employer, Advanced Technology Ventures. Prior to ATV, Andrew was a venture investor and M&A advisor at Wasserstein Perella & Co. Andrew holds a B.S. in Economics from the Wharton School the University of Pennsylvania.
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Kevin Werner
Sr. Vice President - VeriSign
As Senior Vice President, Corporate Development and Strategy, Kevin Werner is responsible for VeriSign's strategic development activities, including the company's acquisitions, divestitures, joint ventures and complex business transactions. Mr. Werner has two decades of experience in evaluating strategic objectives, and in structuring, negotiating and closing complex transactions.
Before joining VeriSign in 2007, he served as senior vice president and director of strategic development activities at SAIC. During this time, he negotiated and closed strategic acquisitions and oversaw the divestiture of non-strategic business units. From 2000-2004, he was president and managing director of SAIC Venture Capital Corporation, where he managed a $1.3 billion corporate venture capital fund with a portfolio of 60 investments in early stage technology companies. Mr. Werner joined SAIC as associate general counsel in 1995.
Prior to SAIC, he spent 10 years at Seltzer Caplan McMahon & Vitek, becoming a partner in 1990.
Mr. Werner earned his doctorate in law from Harvard Law School and a bachelor's degree in political science from George Washington University.
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Matthew Picciano
Analyst - Alpine Investors
Matthew Picciano joined Alpine Investors in 2007 from The University of Cincinnati where he graduated cum laude with a Bachelor of Business Administration in Finance and Real Estate. Matthew’s previous work experience includes an internship in capital management at The Kroger Co. He also worked as a real estate analyst intern in The Kroger Co.’s Atlanta Division and as a mutual fund accountant intern at Integrated Investment Services. Since joining Alpine Matthew has spent most of his time in the software sector including sourcing and helping close the WebEquity Solutions transaction.
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David Sobota
Managing Director - Google
Dave Sobota is Director, Corporate Development at Google. Dave joined Google in 2005, and is a senior member of its Corporate Development team, which is responsible for Google’s acquisitions and strategic investments. He has been involved in many of Google’s M&A and investment activities both in the and internationally, including Google’s acquisitions of YouTube, Android and Postini as well as Google’s investment in Clearwire. Prior to joining Google, Dave spent eight years in private practice at Wilson Sonsini Goodrich & Rosati and Venture Law Group in Silicon Valley, Kirkland and
Reston . Before law school, Dave spent three years as a CPA at KMPG in
Washington, DC . Dave received a JD from the
University of
Chicago , High Honors and Order of the Coif, and a BS in Business Administration from
Georgetown
University , magna cum laude.
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