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Background Information of Panelists Global Private Equity 2002: Clear Directions For The New Year Click Here To View Sample List of Confirmed Attendees For This Conference |
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February
6th & 7th, 2002 (Metropolitan
Club, New York City)
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DAY 1: 7:30 - 8:30 AM |
Wednesday, February 6th, 2001 ___________________________________________________________________ Registration and Breakfast ___________________________________________________________________ |
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8:30 - 9:00 AM |
Welcome Private Equity Investor Welcome: James Hahn, Managing Partner, Asia Alpha Private Equity Partners James Hahn began his direct investment career in 1985 as a Vice President at UBS, later serving as a Senior Vice President at Prudential Securities and Merrill Lynch Asia Pacific. James has invested globally since 1992 as a risk arbitrage portfolio manager at Alpine Alternative Assets, a Hong Kong based hedge fund. Alpine's partners include one of China's first foreign investor. James has been recognized by China's leadership at the Financial Reform Forum 2003 in Beijing, at APEC 2005, and at the World Economic Forum. James is a founding shareholder of New York City commercial bank Broadway National Bank, and founding partner of Asia Alpha Private Equity, an investor in profitable high growth Chinese companies across many sectors including digital media, education, energy, financial services, communications, retail, and healthcare. James graduated from the Wharton School of the University of Pennsylvania, is a member of Zeta Beta Tau, a member of AKA Shiba Inu Club, and supports the Parents Association of Horace Mann School. Keynote
Speaker: |
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9:00 - 10:00 AM |
Panel I World-class Private Equity Investors Reveal Strategies For Success Under Volatile Market Conditions, Identify Sectors of Opportunity, And Analyze The Road To Recovery Panelists: Kohlberg & Company Evan Wildstein, Principal, Kohlberg & Company Evan Wildstein is a Principal of Kohlberg & Company. As a member of the investment team since joining Kohlberg in 1994, Mr. Wildstein evaluates acquisition candidates and structures investments for the firm’s $576 million investment fund. Mr. Wildstein has completed numerous platform and add-on acquisitions across a range of industries, and he also develops and executes financing strategies for portfolio companies, including public and private debt and equity financings. He is experienced in managing and monitoring existing portfolio companies and has served on the boards of directors of public and private companies including Allied Aerospace Industries, Inc., Holley Performance Products, Inc., Tinnerman Palnut Engineered Products, LLC, Magnavision Corporations, Ithaco Space Systems, Bioshelters, Inc., and Media On Demand, Inc. Mr. Wildstein received a Bachelor of Business Administration from the University of Michigan. Kohlberg & Company, L.L.C. is one of the most widely known U.S. private equity firms specializing in middle market investing. Since its founding in 1987, the firm’s objective has been to realize substantial capital gains through control investments in a diversified portfolio of companies. The firm’s goals are to increase revenues through enhanced marketing, investment in new products and selected strategic acquisitions, and to increase profitability through cost reductions and operational improvements. The firm has completed 30 platform investments and more than 60 add-on acquisitions with an aggregate transaction value in excess of $4.0 billion. Selected industries Kohlberg has invested in include: general manufacturing, machinery and equipment, building products, food and food related, aerospace/defense, healthcare, consumer products, automotive, and value added services. For more information,
visit www.kohlberg.com For
more information, visit www.tridentcap.com. |
10:00 - 10:30 AM |
Q&A ___________________________________________________________________ |
10:30 - 11:30 AM |
Panel II The Industry's Leading Investors In Biotechnology And Life Sciences Analyze The Growth In Investments And Opportunities In This Reemerging Field Panelists: Apax Partners Adele Oliva, Partner, Apax Partners Adele Oliva joined Apax Partners in 1997 following her selection as a Ewing Marion Kauffman Fellow in Venture Capital and Entrepreneurship. At Apax, Ms Oliva focuses on investments in the health care industry. Previously, Ms Oliva worked at Baxter Healthcare, where she held positions in marketing and business development in the CardioVascular and I.V. Systems Divisions. Prior to graduate school, she worked as a commercial lending officer and senior financial analyst at CoreStates Financial Corp. She serves on the Board of Directors of Symphonix Devices, Inc. and Ricon, Inc. She also works closely with other portfolio companies such as RITA Medical Systems, Inc., Alliance Medical Corporation, and US Labs, Inc. Ms. Oliva also serves on the national board of The Forum for Women Entrepreneurs. Ms Oliva is a graduate of Saint Joseph's University and has an M.B.A. from Cornell University, where she was an Albert Fried Fellow and director and grant recipient of the Central & Eastern European Development Program. The Apax Partners group is one of the world’s leading private equity investment groups, managing more than $11 billion on behalf of institutional investors worldwide. Its cross-border teams of more than 180 investment professionals in the United States, Europe, Israel and Japan, work together to identify the best investment opportunities and to help build world-class companies. They focus their investment efforts on several industry sectors, including Information Technology, Telecommunications, Media, Health Care and Retail/Consumer. Funds advised by the group pursue a balanced equity portfolio strategy, investing in companies at all stages of development from start-up to buy-out. Recent global investments include Yell, which comprises the largest and fastest-growing independent US directory publisher (Yellow Book) and the leading UK classified advertising directory business (Yellow Pages); Affymax, Inc., a leading drug discovery company, and Webraska, a leading wireless mapping company. For more information, visit www.apax.com Boston Millennia Partners Dr. Rob Mashal, Partner, Boston Millennia Partners Rob focuses on Life Sciences opportunities, primarily drug discovery and development and enabling technologies for the drug development process, including genomics, systems biology, and chemical genomics. Prior to joining Boston Millennia Partners, Rob was a Program Executive for the MDR program at Vertex Pharmaceuticals (Nasdaq: VRTX). He was also a member of the Joint Research Committee for the $800 million Vertex-Novartis kinase collaboration. At Vertex, Rob gained extensive experience in overseeing drug discovery and development programs, and implementing strategic business partnerships. Prior to joining Vertex, Rob was an associate at McKinsey & Co. where he advised a variety of clients in the healthcare/life sciences industries. Before that, he was an attending physician at the Dana-Farber Cancer Institute where he conducted research on molecular genetics. He did his internal medicine residency at the University of California, San Francisco and completed his medical oncology fellowship at the Dana-Farber Cancer Institute. He holds a B.A. and M.D. from Johns Hopkins University. Boston Millennia Partners provides private equity financing to high growth companies in the telecommunications, information technology, and healthcare and life sciences industries. Our team brings over seventy-five years of combined private equity experience to the investment process. Our broad experience, combined with expertise in finance, engineering, operations, and law provides significant value to the companies in which we invest. Over the past twenty years, we have developed an investment approach that centers on active participation with our portfolio companies. Our goal is to be valuable and effective investors while at the same time establishing productive relationships with our business partners that create long term value. We seek to partner with entrepreneurs who share our goal of building enduring, large-scale businesses. Our history reflects an entrepreneurial spirit that has guided our investment philosophy since 1979. The growth and success of our portfolio companies have, in turn, allowed us to grow and expand our present capital base to over $700 million. As our firm has grown, we have built a network that spans the globe. Investors from a dozen countries have entrusted us to manage capital on their behalf For more information, visit www.millenniapartners.com Domain Associates Arthur Klausner, General Partner, Domain Associates
Mr. Klausner is a General Partner at Domain Associates, a
venture capital firm specializing in early stage
life sciences investments.
Klausner joined Domain in 1990 after earning an M.B.A. at
the Stanford University Graduate School of Business.
While attending business school, he completed summer
internships emphasizing corporate planning and market research
functions at ImClone Systems Corp. and Neurogen Corp., two
start‑up biopharmaceutical companies that have since gone
public. Previously,
Klausner had spent six years at Bio/Technology
magazine (now Nature
Biotechnology), where as Senior Editor he researched and
prepared over 200 articles concerning scientific and business
aspects of applied biology.
He has also performed consulting projects for the U.S.
Office of Technology Assessment, Arthur D. Little Decision
Resources, and a variety of pharmaceutical and biotechnology
companies. Klausner's
undergraduate degree from Princeton University is in Biology.
He currently serves on the Board of Directors of several
privately held biopharmaceutical and medical device companies,
including ATI Medical, Santarus, Tandem Medical, and X-Ceptor
Therapeutics.
With offices in Princeton, NJ, and Laguna Niguel, CA, Domain
Associates is a venture capital management company that provides
seed- and early‑stage financing and organizational support
to technology-based companies focused on life sciences.
Total funds managed or advised exceed $900 million.
Specific areas of investment interest include
biopharmaceuticals, medical devices, drug discovery services,
bio‑instrumentation, diagnostics, new materials as applied
to healthcare, eHealth, and healthcare information systems. With
demonstrated expertise in technology assessment, strategic
planning, operations, and finance, Domain’s partners have been
involved in the creation and development of more than 100 life
sciences ventures. Today,
these companies generate total annual revenues of greater than
$5 billion, employ more than 20,000 people, and have a combined
market capitalization exceeding $100 billion.
Since raising our first venture fund of $12 million more than 30
years ago, Sprout has invested in more than 350 companies whose
combined revenues now exceed $50 billion. Our current fund,
Sprout Capital IX, totals $1.6 billion. Sprout is committed to
building a portfolio that is foucsed on technology
investments and is balanced by stage and industry, including
early stage, growth, mezzanine, and buyout investments in the Datacom
& Telecom, E-Commerce,
Services,
Healthcare
Technology, Software
and Technology
industries. While we are not typically providers of seed
capital, Sprout is very active as early stage investors.
Sprout Capital IX was raised in late 2000, and is $1.6
billion. The fund is capitalized primarily by commitments
from large corporate pension funds, public funds, insurance
companies, endowments, and other private investors - 60% of whom
have invested in previous Sprout funds. Our roster of limited
partners includes AIG, Brinson Partners, The Common Fund,
Equitable Life, Harbourvest, St. Paul Fire & Marine, and
Toronto Dominion Bank, as well as the pension funds of BP(ARCO),
Honeywell, the states of Michigan, Virginia, Washington, and
others. Damion E. Wicker, M.D., Partner, JP Morgan Partners
Dr. Wicker is currently a Partner with JPMorgan Partners. J.P.
Morgan Partners (JPMP), formerly Chase Capital Partners, is a
global partnership with over $24 billion under management. It is
a leading provider of private equity and has closed over 1,600
individual transactions since its inception in 1984. Dr. Wicker
received a B.S. with honors from M.I.T in 1983, an M.D. from
Johns Hopkins in 1987, and holds an MBA from the Wharton School
of the University of Pennsylvania. Prior to joining JPMP, Dr.
Wicker was President of Adams Scientific and held positions with
MBW Venture Partners and Alexon, Inc. Dr. Wicker was also a
Commonwealth Fund Medical Fellow for the National Institute of
Health. He is currently a member of the NVCA Life Science Group
Board and the Board of Trustees of the New York Academy of
Medicine. Dr. Wicker currently is also a Director of Genomic
Solutions, Eyetech Pharmaceuticals, MediChem Life Sciences,
Neuron Therapeutics, Optiscan, Transurgical, Vitagen and V.I.
Technologies. |
11:30 - 12:00 Noon |
Q&A ___________________________________________________________________ |
12:00 - 1:15 PM |
Luncheon ___________________________________________________________________ |
1:15 - 1:30 PM |
Afternoon Keynote Address Georg Kell, Executive Head, United Nations Global Compact Mr. Kell earned advanced university degrees in economics and engineering from the Technical University in Berlin. Following postgraduate studies at the Fraunhofer Institute he spent two-years in Tanzania, where he helped to establish an industrial research institute. Mr. Kell worked as a financial analyst in various developing countries of Asia and Africa, appraising industrial investment projects for banks and multilateral institutions. He joined the United Nations in 1987. He spent three years in Geneva with the UN Conference on Trade and Development, researching global trade, technology and environment issues from a development angle. In 1990 he joined the New York office of the UN Conference on Trade and Development. He was in-charge of this office from 1993 to 1997, closely interacting with delegations and the general Assembly of the United Nations. Mr. Kell joined Kofi Annan’s executive office in 1997. A senior officer, his main area of responsibility is developing approaches and policy frameworks for the UN Secretary-General to foster a closer co-operation between the United Nations and the business community. Mr. Kell is a chief architect of the Global Compact. ___________________________________________________________________ |
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1:30 - 2:30 PM |
Panel III Premier Venture Capitalists Reveal Their Recent Investments & Identify Sectors For Growth In 2002 Panelists: IDG Ventures Patrick Kenealy, Managing General Partner, IDG Ventures Pat Kenealy is Managing General Partner at IDG Ventures, the $560 million venture capital fund family of International Data Group, the $2.5 billion global media conglomerate. He is a founding General Partner of the IDGVentures funds in San Francisco, London and Boston and is an advisor to IDG Ventures fund in Beijing. At IDG Ventures in San Francisco, Kenealy supervised the fund's successfully liquidated investments in Andromedia (NASDAQ: MACR), BabyCenter (NASDAQ: ETYS), FutureTense (NASDAQ: OMKT), Service Metrics (NASDAQ: EXDS), and Spinner.com (NASDAQ: AOL), which collectively returned IDG Ventures 30 times its invested capital in thosecompanies . He currently represents IDG Ventures on the boards of Manna, PhotoAlley.com, PlanetOut Partners, Quova, and Sailnet.com. Kenealy founded IDG Ventures in 1996 after a dozen years as profit center manager in IDG's publishing group. From 1990 to 1996, he was Publisher of IDG's PC World Magazine, and CEO of PC World Communications. Inc. During his tenure PC World quadrupled revenues and profits to become the world's largest circulation PC publication, and PC World Communications launched numerous new publications and products including Multimedia World, The WEB magazine, PC World Online, and joint ventures with Forbes, Newsweek, Child Magazine, and others. During his last four years at PC World, he ran IDG's PC World Global Support Center, which supported locally-published PC Worlds in more than 50 countries. Before joining PC World, Kenealy was founder, President, and Publisher of Digital News, IDG's Boston-based newspaper for the VAX computer market. Before joining IDG, he was founder, Associate Publisher, and Editor-in-Chief of Digital Review Magazine at Ziff-Davis Publishing, and Senior Editor of Mini-Microsystems at Cahners Publishing. Mr. Kenealy holds a bachelor's degree from Harvard University. For more information, visit www.idgventures.com Ridgewood Capital Bob Gold, President & CEO, Ridgewood Capital Mr. Gold has been active in the acquisitions and private equity arena since the early 1980's. He serves on the boards of The FeedRoom, Jungle Interactive Media, Kawama.com, KOLA Kids Online America, MetaSound Systems, Inc., and savaJe technologies. He is also a director of the Investment Program Association, a national association of sponsors of direct investment programs, and a director of Infant Advantage, Inc., a child development company. Prior to joining Ridgewood Capital (www.ridgewoodcapital.com) in 1987, Mr. Gold was a corporate attorney in the law firm of Cleary, Gottlieb, Steen & Hamilton in New York City, where his experience included mortgage finance, mergers and acquisitions, public offerings, tender offers, and other business and legal matters. Mr. Gold is a graduate of Colgate University and New York University School of Law. Ridgewood Capital (www.ridgewoodcapital.com) is part of the Ridgewood Companies, founded on Wall Street in 1982 to invest in private equity finance transactions. Since then, we have created two very enviable assets: a track record of excellence and an investor base of over 4500 accredited investors, including the CEOs of Fortune 500 companies as well as leading investment bankers, entrepreneurs and business professionals. Their extensive experience and contacts help create value-building alliances for our portfolio companies. In deciding where to invest, we focus on five high technology sectors that promise the most growth over the next several years: infrastructure technology, software, telecom/wireless, b2b e-commerce, and on-line media. Within these sectors we look for companies with unique intellectual property, a strong and experienced management team, growing revenues, high margins, and most importantly, an ability to redefine the way business is done in that company's sector. Ridgewood’s key differentiator is the depth of our management team. We have extensive expertise not only in investment banking and finance, but in technology, intellectual property, marketing and management. Every member of our team has run a business or a major division within one. Our commitment is to use all of our resources, including our global network of business leaders, to attain the maximum return for our investors and business partners. For more information, visit www.ridgewoodcapital.com. Vanguard Ventures Don Wood, General Partner, Vanguard Ventures Donald F. Wood is a General Partner investing in telecommunications and Internet-related products and services at Vanguard. Don is an experienced and accomplished entrepreneur, senior executive and management consultant with significant experience in the telecommunications market. Prior to joining Vanguard Ventures, Don was the President of Metricom and a member of its Board of Directors. In this role he was responsible for evolving Metricom from a wireless equipment manufacturer to a wireless Internet service known as Ricochet. Don was with Octel Communications, Inc., worldwide leader in voice mail systems, where he was responsible for all marketing, product management and sales engineering for the Customer Premise Equipment Division. In 1987, he co-founded Wood-Howard Products, a consumer product publishing company, and licensed his patent for a folding, laminated publishing format to Simon and Schuster, Rand McNally, FastMark and others. Today more than 25 million products have been sold under these licenses. He spent five years at International Power Technology, supplier of micro-turbine, co-generation power systems, serving as senior vice president of sales and marketing. Don was a management consultant with McKinsey and Company where he worked on operations, marketing, and acquisition projects for Fortune 500 companies. Don also worked in the policy-planning department of the U.S. Environmental Protection Agency in Washington, D.C. He earned his Bachelor of Arts degree in Economics from Stanford University, and a Master in Business Administration degree from the Stanford Graduate School of Business. Don is a member of the Board of Directors for Blaze Network Products, Cooking.com, Sylantro Systems, zipRealty, Inc., MEMS Optical, Inc., SkyGo, and Vocera Communications. Founded in 1981, Vanguard Ventures is a venture capital firm specializing in seed and early technology investments. Each partner has extensive experience as technologists, operating executives CEOs of public and private companies, entrepreneurs and venture capital investors. The firm consistently ranks among the top performing venture capital firms, with $500 million currently under management and a portfolio of more than 100 companies. For more information, visit www.vanguardventures.com. VantagePoint Venture Partners Ken Kharbanda, Partner, VantagePoint Venture Partners Mr. Kharbanda has dedicated his professional career to working with seed and early stage technology and telecommunications companies. With his extensive background and experience in the venture capital industry, Mr. Kharbanda has a proven track record of building successful companies. Immediately prior to joining VantagePoint Venture Partners, Mr. Kharbanda was a Managing Director at Dolphin Communications Partners, a New York-based private equity firm focused on communications investments. At Dolphin, Mr. Kharbanda invested in next-generation service providers and in related communications equipment companies. Representative investments include CAVU, Inc., a 100 Mbps Internet Service Provider and Ceragon Networks, a supplier of high-speed fixed wireless equipment. Prior to Dolphin Communications, Mr. Kharbanda was a Vice President at GE Capital and a senior member of GE Equity's technology and communications private equity team where he helped build the Firm's global telecom practice from its inception in 1996. During his tenure at GE Equity, Mr. Kharbanda built a portfolio of 13 communications companies, including network service providers and emerging technology companies in the U.S., Europe and in Israel. Representative investments include Jazztel (Spain's first CLEC), Advanced radio Telecom, Telepacific Communications, Net2Phone, LaserComm, and Sonoma Systems. Prior to GE Capital, Mr. Kharbanda was a Vice President at Barington Capital Group where he was responsible for investing in early stage technology, retail and healthcare companies. Mr. Kharbanda also helped build the Firm's investment group by developing process guidelines, analytic frameworks and deal flow sources. Mr. Kharbanda began his career as a strategy consultant at Bain & Company and then in Corporate Finance at Kidder, Peabody & Company. Mr. Kharbanda holds a BS and MS in Mechanical Engineering from the Massachusetts Institute of Technology as well as a Masters of Business Administration from Harvard Business School. VantagePoint Venture Partners is one of the world's largest and most active early stage venture capital firms with more than $2.5 billion in capital under management. The Firm provides its portfolio companies with a unique blend of venture capital, investment banking, operations, legal, sales, marketing and advertising experience combined with deep expertise in data networking, optical technologies, next-generation communication services, e-commerce, and the Internet. We have a strong track record of enabling our companies to achieve more, move faster and obtain higher ultimate valuations. We are backed by world-class institutional investors, key strategic partners such as IBM, JDS Uniphase Corporation, Level 3 Communications, Nortel Networks, and a network of Executive Partners who lead more than 60 of the world's top–tier technology companies. For more information, visit www.vpvp.com Wasserstein Ventures W. Townsend Ziebold, Jr., President, Wasserstein Ventures W. Townsend Ziebold, Jr. is President of Wasserstein Ventures. Mr. Ziebold played a leading role in several of Wasserstein & Co.'s investments, including Digital River, Loudeye, <kpe>, Venetec, Firekey, PlanSoft, eMotion (fka Cinebase Software), Pulse and Salon.com, for many of which he sits on the board of directors. Mr. Ziebold is also a director and Non-executive Chairman of Imax Corporation, a leading large-screen film projection company, and a former director of Collins & Aikman Corporation, a $2 billion sales diversified manufacturing company, and Maybelline, Inc., a leading mass market cosmetics manufacturer. Mr. Ziebold received his B.A. in Economics from Trinity College and his M.B.A. from the Stanford School of Business. Mr. Ziebold currently serves as a member of the Board of Fellows of Trinity College and as President of the Board of Trustees at West Side Montessori School in New York City. Wasserstein Ventures is the venture capital affiliate of Wasserstein & Co., LP, a leading international private equity investment firm with over $1.5 billion in assets under management. Wasserstein Ventures strives to maximize the value of its knowledge and relationship base by investing with a purposeful philosophy in carefully selected strategic theses. Currently Wasserstein Ventures focuses on early-stage venture investment opportunities in networking and communications companies, specifically in the areas of optics, wireless, semiconductors, digital media and Internet infrastructure technologies. The principals of Wasserstein Ventures bring over 55 years of operational and financial expertise to bear in working with premier entrepreneurs to help build industry-leading high growth companies. Wasserstein Ventures works to develop alliances between portfolio investments and a broad-based global network of strategic and financial relationship partners. Wasserstein Ventures has to date invested over $110 million in more than 30 companies. Wasserstein Ventures has offices in New York, San Francisco, Los Angeles and Palo Alto. For more information, visit www.wasserco.com
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2:30 - 3:00 PM |
Q&A ___________________________________________________________________ |
3:00 - 4:00PM |
Laura L. Witt joined ABS Capital Partners in 1997. She focuses on investment opportunities in the supply chain management, customer relationship management and e-commerce sectors, and also counsels ABS portfolio companies on major strategic issues. Witt was the lead partner for ABS's recent investment in YOUcentric, a provider of Java-based eBusiness Relationship Management software, and was formerly a member of YOUcentric's board of directors. Witt also serves on the board of directors of Familymeds, and has been actively involved with ABS's investments in ChannelWave and other portfolio companies. Prior to joining ABS, Witt was a senior consultant at Monitor Company, a strategy consulting firm advising clients on growth strategies, the assessment of new technologies and markets, corporate restructurings and mergers and acquisitions. From 1990-1992, Witt was a consultant for Oliver, Wyman & Company, a strategy consulting firm for financial services companies. Witt received a B.A. with high honors in political science from Princeton University and an M.B.A. from the Wharton School of the University of Pennsylvania, where she was named a Palmer Scholar. She has spoken on private equity financing and ABS's investment process as a member of panel discussions sponsored by investment banks and the Northern Virginia Technology Council.
ABS
Capital Partners
was founded in 1990 to invest in mid- to later- stage
companies with scalable, sustainable business models that
create long-term value. The firm's investment strategy focuses
on companies providing software, services and infrastructure
to Global 2000 corporations, healthcare enterprises and
media/communications companies. ABS Capital leverages over 100
years of combined experience among its partners, and offers a
range of investment structures, including expansion
financings, management buyouts and recapitalizations for
growth companies. The partners' extensive knowledge of equity
capital markets allows them to provide strategic guidance to
companies and establish them as significant market leaders.
With $1.4 billion under management, ABS has seven investing
partners, and has offices in Baltimore, San Francisco and
Northern Virginia. Over the past ten years, ABS Capital has
invested in over 60 portfolio companies, including Transaction
System Architects, Inc (NASDAQ: TSAI), DoubleClick, Inc
(NASDAQ: DCLK), SBA Communications Corporation (NASDAQ: SBAC),
AMISYS Managed Care Systems Corporation (now McKesson HBOC)
(NYSE: MCK) and OTG Software, Inc. (NASDAQ: OTGS).
For more information, visit www.abscapital.com Bear, Stearns & Co. Edward Rimland, Senior Managing Director, Bear, Stearns & Co. Mr. Rimland is a Senior Managing Director in the New York office and the senior member of Bear Stearns’ Mergers and Acquisition Group with responsibility for the Technology sector. He is also a member of the firm’s Valuation Committee which is responsible for reviewing all of the firm’s fairness opinions. He joined Bear Stearns in 1992, after spending five years in the Mergers and Acquisition Department of Morgan Stanley & Co. Incorporated. Over the past fifteen years, he has been involved in the strategic and tactical analysis of a wide variety of M&A transactions, including domestic and international acquisitions (public and private), exclusive sales, joint ventures and takeover defense with an aggregate value in excess of $100 billion. Further, his transaction experience encompasses a wide variety of subsectors in technology including aerospace/defense, software, information services, semiconductors and telecom equipment. Mr. Rimland received a B.A.S. and a B.S. from the Wharton School at the University of Pennsylvania and an M.B.A. from the Darden School at the University of Virginia. For more information, visit www.bearstearns.com Credit Suisse First Boston Technology Group Boon Sim, Managing Director, Credit Suisse First Boston Technology Group Boon Sim is a Managing Director of Credit Suisse First Boston and Head of East Coast Mergers & Acquisitions for the Global Technology Group. He has advised both multi-national and domestic clients on numerous, complex M&A assignments in transactions over $100 billion, including mergers, acquisitions, divestitures, spin-offs, joint ventures, special committee assignments, dual class and targeted stock plans, proxy contests and hostile transactions. Prior to joining CSFB Mr. Sim was a Design Engineer at Texas Instruments focusing on semiconductor design. Mr. Sim holds advance engineering and private & public policy degrees from the Massachusetts Institute of Technology and Yale University.
Credit
Suisse First Boston is the leading full-service investment bank
for technology companies worldwide. The CSFB Technology Group provides strategic solutions
for clients with a full suite of financial services, including
private placements, IPO’s, merger and acquisition advice,
common stock offerings, convertibles, straight debt,
derivatives, leveraged lending and private client services.
For the second consecutive year, CSFB achieved #1 market
share in both financings as well as mergers and acquisitions
transactions for the technology industry. In 2000 CSFB Technology Group
lead-managed 101 IPO and follow-on transactions totaling $23
billion, 53 private placement transactions totaling $2.9billion
and advised on 146 M&A transactions valued at $309 billion. The
technology group has an award winning research team with 54
senior analysts worldwide covering over 500 companies. In the
U.S. last year, CSFB’s technology analysts were once again
recognized by the industry with 7 Institutional Investor
All-America Research team awards, 8 Greenwich Survey top-five
rankings and 22 Reuters Survey top five rankings.
They also garnered 3 Wall Street Journal “Best of the
Street 2000” awards. In
Europe, CSFB’s Software & Computer Services and
Information Technology research teams were ranked #1 by Reuters.
The European team also claimed 2 Institutional Investor awards
and 4 Extel awards. Institutional
Investor and The Asset 2000 ranked CSFB’s All-Asia Technology
Research #1. The
Asia team also received 3 Asiamoney top-three rankings. With
over 600 employees dedicated to technology banking based in Palo
Alto, San Francisco, New York, Boston, London, Hong Kong and Sao
Paulo, CSFB offers unparalleled client service and industry
expertise.
Thomas P. Hirschfeld is Managing Director, Venture Capital
Investments, Seligman Technology Group, for J. & W. Seligman
& Co. Incorporated. Mr.
Hirschfeld, who has more than 14 years of investment experience,
focuses primarily on late-stage technology investments. He is
based in the Group’s New York office.
Mr. Hirschfeld joined Seligman in January 2001.
Previously, he was with Patricof & Co. Ventures, where he
most recently served as General Partner, making venture
investments in early-stage companies.
Prior to Patricof, he worked as an investment banker at
Salomon Brothers from 1986 to 1994, specializing in media and
technology companies. He
also served as Assistant to the Mayor of New York City during
1994, leading a thirty-person economic policy group.
Mr. Hirschfeld received his graduate degree in Economics
and Politics from Balliol College, Oxford University, which he
attended on a Marshall Scholarship. He graduated magna cum laude
in Classics from Harvard College.
Mr. Hirschfeld is also the author of three nonfiction
books totaling over a million copies in print:
Business Dad: How Good Businessmen Can Make Great Fathers (and
Vice Versa), How to Master the Video Games, and
How to Master Home Video Games.
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4:00 - 4:30PM |
Q&A ___________________________________________________________________ |
4:30-5::30 PM DAY 2: |
Networking
Reception -- A Selection of Fine Cigars Provided by
Davidoff
__________________________________________________________________ Thursday, February 6th, 2001 ___________________________________________________________________ |
7:30 - 8:30 AM |
Registration and Breakfast ___________________________________________________________________ |
8:30 - 9:00 AM |
Welcome Keynote Speaker Donald H. Straszheim, Vice Chairman, Milken Institute & Founder & Principal, Straszheim Global Advisors "Outlook For The Global Economy " Donald H. Straszheim is founder and principal of Straszheim Global Advisors, an independent research firm. The firm focuses on the U.S. and global economies, business conditions and financial markets, serving the buy- and sell-sides of the financial community, as well as business, industry and government. Assignments during the last year have taken him to China, Russia, Romania and Korea, as well as throughout the United States. Dr. Straszheim is also Vice Chairman of the Milken Institute, a not-for-profit, nonpartisan economic-and public-policy think tank located in southern California. He left Wall Street in 1997 to join the Institute, and served as its President from 1997 to 2001, building it into a business- and finance-oriented research organization with a global reach. From 1985 to 1997, Straszheim was Chief Economist for Merrill Lynch and Co., then the world’s largest securities firm. Headquartered in New York City, he was Merrill’s primary economic spokesman, led a worldwide team, guided its economic research effort and was the architect of its global economic viewpoint. He was voted ten consecutive years to Institutional Investor’s All-Star Team (equity or fixed income). He traveled and represented the firm worldwide, writing and speaking extensively. He split his time between research, the internal sales and trading units, and counseling major institutional investors, investment-banking clients, government officials of many nations, and large individual investors for the firm’s private client division. Also at present, Straszheim is a Senior Fellow in the World Internet Project at UCLA’s Anderson Graduate School of Management, a project studying the impact of the Internet and technology on economies, business, societies and governments around the globe. In addition, he serves on various civic, public and private-sector boards. Straszheim has been a widely quoted commentator in nearly all the major business and financial print media, a guest on Wall Street Week, a regular analyst on CNBC, CNN and FOX, a guest on all of the major networks, and a well-known participant on the speaking circuit. He has testified before Congress and has been a frequent writer on economics, business and finance. Earlier in his career he ran U.S. operations for Wharton Econometrics, the economic forecasting and research unit at the University of Pennsylvania’s Wharton School of Finance. He also was chief economist for the Weyerhaeuser Company, a major forest products firm. And he was an economist for Investors Diversified Services, a money management firm now known as American Express Advisors. He is a Vietnam veteran, and was a member of the Purdue University NCAA Championship golf team. He holds a B.S., M.S. and Ph.D. from Purdue University. For more information, visit www.MilkenInstitute.org ___________________________________________________________________ |
9:00 - 10:00 AM |
Panel V Global Private Equity Investors & VCs From Europe, Asia, Canada, & Israel Offer Their Perspectives On Global Investments & Its Impact on the US Markets Panelists: Advent International Marcia Hooper, Partner, Advent International
Ms. Hooper has more than 16 years of venture capital experience
and focuses on investments in the information technology sector,
with an emphasis on software, Internet and services companies.
She is a Director of Lionbridge Technologies Inc., MarketSoft
Corporation, HomePortfolio.com, Captivate Network Inc. and
Entigo Corporation. She was previously a co-founder of Viking
Capital and before that spent 9 years as a General Partner with
PaineWebber/ Ampersand Ventures, focusing on early stage
technology investments. Ms. Hooper began her career as an
engineer and marketing representative with IBM. She received a
BS in chemistry, with honors, from Brown University, an MA in
chemistry from Columbia University and an MBA from Harvard
Business School.
David J.P.
Meachin, CEO, Cross
Border Enterprises
Prior to founding Cross Border Enterprises, Mr. Meachin held the
position of Managing Director in the Investment Banking Division
of Merrill Lynch & Co., Inc. in New York from 1981 to 1991.
Before joining Merrill Lynch, he was Vice President and
General Manager of International Corporate Finance in New York
and in London for Salomon Brothers.
He joined Salomon Brothers in 1975 having previously
worked from 1971 to 1975 for Smith, Barney and Company, Inc. in
New York and in Tokyo. While
at Merrill Lynch, he served for a number of years on the Equity
Commitment Committee of the Firm.
Mr. Meachin has traveled extensively on business in the
U.S., Europe, Asia, India, the Middle East, Latin America,
Southern Africa, Australia and New Zealand.
From 1966 to 1969 he was employed as a Project Engineer
for Humphreys and Glasgow Ltd., a London based international
chemical plant contracting company.
He has also lived and worked in Paris, South Africa and
Zimbabwe. Mr.
Meachin is a Director of Millennium Chemicals Inc., the US based
and globally focused NYSE listed chemicals company that resulted
from the demerger of Hanson plc; a Director of The Spartek
Emerging Opportunities of India Fund; Vice Chairman of the
University of Cape Town Fund in New York; a Director and past
Chairman of the British American Educational Foundation. Mr.
Meachin received his MBA with distinction from Harvard Business
School. He holds
graduate qualifications from Cambridge University and the French
Petroleum Institute, Paris, which he attended as the Total Oil
Company Postgraduate Scholar, and BS Chemical Engineering and BS
Physical Science (First Class degree) degrees from the
Universities of Cape Town and Natal, respectively. Mr. Meachin, a US citizen, who was born in Devon,
England, is listed in Who’s Who in America and Who’s Who in
the World. During his
investment banking career he has given speeches on international
investment banking and private equity financing at Harvard
Business School, Dartmouth (Amos Tuck) and Columbia University,
and in New York, Washington, London, Paris, Helsinki, Tokyo,
Beijing, Rio de Janeiro, Johannesburg and Harare, among other
venues. |
10:00-10:30 AM |
Q&A ___________________________________________________________________ |
10:30-11:30 AM |
Panel VI Billion Dollar Investors and Fund of Funds Make Their Forecasts For 2002 And Reveal Their Predictions For Recovery Panelists: Mellon Ventures Lawrence E. Mock, Jr., President, Mellon Ventures Larry Mock is President of Mellon Ventures, Inc., having joined Mellon Financial Corporation in June 1995 to assist in creating its new venture capital company. Previously he was president of River Capital, Inc., an Atlanta-based venture capital firm which he and three partners formed in 1983. River Capital invested almost $200 million in successful operating companies throughout the Southeast. Its return on investment over the last decade places it near the top of the U.S. venture capital industry. Prior to River Capital, Mr. Mock was chief operating officer of a $100 million aviation sales, service, and distribution company with more than 1,000 employees in 15 locations. The company was sold to a Raytheon subsidiary in 1983 for a record industry multiple. He also was a senior manager of Fuqua Industries, a diversified Fortune 500 company. Mr. Mock has served as an officer and director of many nonprofit business and community organizations, including the Society of International Business Fellows and the Young Presidents Organization. He chaired the board of the Atlanta International School and served as a U.S. delegate to the United Nations, and as a White House fellow. He is a combat-decorated Marine Corps veteran, having commanded a rifle platoon in southeast Asia. Mr. Mock received a bachelor's degree from Harvard College and a master's degree from Florida State University, and completed his postgraduate education at the London School of Economics. Born in Louisville, Ky., he resides in Pittsburgh with his wife and two daughters. Mellon Ventures is one of the largest venture capital firms in the United States, with over $1.3 billion under management. Mellon Ventures currently employs twenty-nine investment professionals across five offices in Atlanta, Los Angeles, New York, Philadelphia and Pittsburgh, providing coverage throughout the nation. Our five regional offices facilitate closer and more frequent face-to-face contact with our portfolio companies, and allow us to develop a network of value added relationships within each community. Once we make an investment, we share the goal of building your company and implementing a long-term strategy to help you achieve your objectives. As your company grows, we provide strategic connections and the analytical resources and financial support necessary to enhance your company's leadership position. Mellon Ventures' primary limited partner is Mellon Financial Corporation, a global financial services company with $2.8 trillion in assets under management, administration or custody. This relationship provides Mellon Ventures with a significant source of global Fortune 1000 contacts and industry expertise that enables us to structure and invest in a wide variety of companies and also access financial and other support for our portfolio companies. For more information, visit www.mellonventures.com Polaris Venture Partners Alan Spoon, Managing General Partner, Polaris Venture Partners Alan Spoon is a managing general partner in our Boston office. Alan joined Polaris in the spring of 2000, and has been part of our team since 1995 as an early advisor and initial investor. Alan brings more than 20 years of operating executive and investment experience to Polaris. He came to Polaris from The Washington Post Company where he worked for 18 years. Over his career with the company, he served as president, chief operating officer, director, chief financial officer, President of Newsweek, and supervising executive for the company's broadcasting and education businesses. He also held top marketing and finance positions at The Washington Post/Newspaper. Prior to The Washington Post, Alan was a partner of The Boston Consulting Group, an international management consulting firm specializing in corporate strategy. Alan represents Polaris as a Director of Sockeye Networks, TechTarget and Ucentric Systems . Other Board seats include: American Management Systems, Inc., Danaher Corporation, Human Genome Sciences, Inc., and Ticketmaster, Inc. His philanthropic involvement includes serving on the Smithsonian Institution Board of Regents. Alan is responsible for Polaris investment in Matrics. Allan earned his BS at Massachusetts Institute of Technology, an MS at M.I.T.'s Sloan School of Management, and a JD, with honors, from Harvard Law School. Polaris Venture Partners is a partnership of experienced venture capital investors whose mission since 1996 has been to find and invest in seed and early stage information and technology companies with exceptional promise, and help them grow sustainable, market leading companies. With over $1 billion under management and offices in the technology centers of Boston and Seattle, we partner with gifted, driven entrepreneurs to help them develop their ideas into highly successful businesses. Through our philosophy of active lead investing and partnering with early-stage companies, the firm's team of experienced venture investors and technology executives has helped a number of companies achieve market leadership. We have put together a team that is uniquely qualified to guide our companies to success over the long term. They are extraordinary in investment and operations experience - and in their track record of success. We back entrepreneurs that seek to change the landscape with new fundamental technologies and break new ground. Companies like Akamai Technologies (NASDAQ: AKAM), Allaire Corporation (NASDAQ: ALLR), deCODE genetics (NASDAQ: DCGN), and Paradigm Genetics (NASDAQ: PDGM) - all with which we partnered early and stayed the course. For more information, visit www.polarisventures.com. Spectrum Equity Investors Kevin J. Maroni, Managing General Partner, Spectrum Equity Investors Mr. Maroni is a Managing General Partner of Spectrum Equity Investors. Spectrum is a leading private equity firm which manages $3 billion of capital for investment in communications service and infrastructure companies. Prior to joining Spectrum at its inception in 1994, Mr. Maroni worked at Time Warner, Inc. and Harvard Management Company. At Spectrum, Mr. Maroni has focused on the development of next generation network companies. Mr. Maroni holds an MBA from Harvard University and a BA from the University of Michigan. Mr. Maroni is currently a director of several private companies and CTC Communications Corp. (NASDAQ: CPTL). Spectrum Equity Investors is a leading communications venture capital firm >focused on investing both financial and intellectual capital in companies that power the networked economy. The firm's limited partners include prominent university endowments, foundations, pension funds, investment banks and corporations. Founded in 1993, Spectrum's investment professionals offer more than 100 years of combined investment experience and currently manage over $ 3 billion in four equity funds. With offices in Menlo Park, Calif, Boston & London, Spectrum serves investors and portfolio companies around the world. For more information, visit www.spectrumequity.com Technology Crossover Ventures Carla Newell, General Partner, Technology Crossover Ventures Carla joined TCV as a General Partner in February 2000. She has been working with technology companies, venture capitalists and investment banks in the Silicon Valley for the past 15 years. Before joining TCV, Carla was a Partner at Gunderson Dettmer, a leading technology-focused law firm. At Gunderson Dettmer, she advised emerging growth companies on a wide range of legal and business issues and structured a variety of financing and strategic transactions. Previously, Carla was a Partner with the Silicon Valley-based office of Gray Cary Ware & Friendenrich.Carla received a B.A. in Political Science from the University of Chicago and a J.D. from the University of Michigan. Technology Crossover Ventures (TCV). Founded in 1995, TCV is the premier provider of growth capital to technology companies. With its crossover investing model, TCV provides funds to expansion and late stage private companies, as well as public companies. Additionally, TCV manages a technology focused public market hedge fund, the TCV Franchise Fund. Over the past six years, TCV has invested in a number of public companies, and over 125 private companies, 34 of which have successfully completed their initial public offerings. With over $2.5 billion under management, the firm has twelve partners and is headquartered in Palo Alto, California. For more information, visit www.tcv.com TH Lee Putnam Ventures
Jim Brown, Managing Partner, TH
Lee Putnam Ventures
Since its founding in 1999, TH Lee Putnam Ventures (THLPV) has
invested in over 30 technology-related companies at all stages
of development. TH Lee's owners include Thomas H. Lee Partners,
a premier U.S. private equity firm, and Putnam Investments, a
leading money management firm.
Through THLPV's association with Thomas H. Lee and
Putnam, as well as through the relationships of the fund’s
partners and Advisory Board, THLPV's portfolio companies have
immediate access to a wide range of valuable resources and
services. In June of 2000, THLPV closed its first venture fund, a $1.1
billion private equity fund.
The fund focuses on commercialization stage investments
in the eastern U.S. with a strong presence in software,
financial services, and business process outsourcing.
Headquartered in New York, TH Lee also has offices in
Boston and London.
Mr. van Horne is responsible for Abbott’s fund development
and client services activities.
Mr. van Horne has over 15 years of involvement with
private equity in the U.S. and overseas.
Abbott is one of the leading independent firms investing
in private equity partnerships and co-investments, with over $5
billion under management. Prior
to joining Abbott in 2001, Mr. van Horne was a Managing Director
of AIG Capital Partners, Inc. (a subsidiary of American
International Group, Inc.), which, together with its affiliates,
manages over $8 billion in private equity.
At AIG, he was responsible for fund development and
client services and served on the investment committees for
several of its direct investment funds and funds of funds.
Prior to joining AIG, Mr. van Horne was Managing Director
of Creditanstalt International Advisors, where he established
and managed its private equity investment activities.
He also was at Bankers Trust in its Merchant Bank, its
M&A Group and other functions in New York and London and at
UBS Securities in New York.
Mr. van Horne received his B.A. in Sociology from the
University of Pennsylvania.
|
11:30 - 11:30 AM |
Q&A ___________________________________________________________________ |
11:45 - 12:00 Noon REGISTRATION: |
Closing Remarks ___________________________________________________________________ Standard Registration For Feb. 6-7, 2002 For $1,495 Cancellation Policy for Venture Capital & Global Private Equity 2002 (Feb.6-7, 2002): Cancellations received in writing by 5 PM (Eastern Standard Time) January 21, 2002 will be issued a refund less $250 administrative fee per registrant. We regret refunds will not be issued after this date. There will be no exceptions to this policy for any reason. Substitutions in writing may be made at any time up to 1 week before the day of the event. The organizer reserves the right to make any amendments that it deems to be in the interests of the conference and without any prior notice. Topic and speakers may be subject to change. In the event of a conference cancellation, Global Venture Network will refund your registration fee, but assumes no liability for non-refundable transportation costs, hotel accommodations, or additional costs incurred by registrants. * * * * * * * * New York London Shanghai |