Last Year's Speakers Include:
Mark Andress is a journalist with 20 years' experience writing on business and general news in the US, Mexico, the Czech Republic and the UK.
Based in San Francisco since 2006, Mark is deputy editor of the eight-person technology, media and telecoms team at Mergermarket and dealReporter. Prior to that, he opened Mergermarket’s Mexico City office in 2005 and launched Mergermarket’s Central European coverage in 2004. In 2000, Mark co-founded Prague News Agency, writing on Central Europe for the Financial Times, Business Week, Billboard, Platts and Reed Business. Mark has a BA (Hons) in English from York University, England.
Mike Amiot is a senior director in West Monroe’s Mergers & Acquisitions practice with more than 30 years of consulting and technology experience. He developed and leads the firm’s Strategic Technology Services team that delivers services including M&A software due diligence, IT strategy and post-close integration for both private equity and strategic investors. In addition, Mike is an expert in sell-side readiness, helping companies prepare for a transaction and avoid value erosion. Mike and his team have partnered with clients on more than 400 transactions with a keen focus on understanding and managing software assets to maximize value creation.
John Bernhardt is the Director of Venue Sales and Business Development for the Western and Central regions. He has spent his entire 20 year career in the Global Capital Markets business with Donnelley Financial Solutions. Over this time, John has been a part of several product initiatives servicing the M&A, IPO and compliance markets.
Doug Chu is Co-Head of Listings and Global Head of Technology IPOs at the NYSE. He is based in Silicon Valley and his team is responsible for advising and managing relationships with IPO prospects as well as the VC, investment banking, private equity and legal communities. Doug’s IPO transaction experience includes companies such as: Snap, Line, Twilio, Square, Pure Storage, Fitbit, GoDaddy, Box, LendingClub, Twitter, Workday, Trulia, Yelp, Pandora, LinkedIn.
The NYSE is the world’s largest, most liquid, and most global equities exchange. The NYSE has a unique market model and offers an unsurpassed level of brand association, liquidity, partnership and market information tools that no other market can duplicate.
Previous to joining the NYSE, Mr. Chu has over 12 years of experience as a technology investment banker in Silicon Valley, including 10 years with the CSFB Technology Group. He has advised clients in the software, internet, semiconductor and hardware sectors on over $15 billion of capital raising and mergers & acquisitions transactions. Mr. Chu is highly experienced as a lead advisor to technology companies in IPOs, M&A, leveraged buyouts, equity and convertible financing, bond and bank financing, and structured products.
Prior to his investment banking career, Mr. Chu was an aerospace engineer with McDonnell Douglas Corp. His area of expertise was computational fluid dynamics. Mr. Chu has experience as a programmer, an aerospace design engineer and also as an IT systems manager.
Mr. Chu received his B.S. in Aerospace Engineering from the Massachusetts Institute of Technology, his M.S. in Mechanical & Aerospace Engineering from Princeton University, and his MBA from U.C. Berkeley. He has written a Masters thesis and is published in academic journals in the field of computational fluid dynamics software.
Brian Feinstein is a partner at BVP who focuses on enterprise software and consumer Internet, and oversees BVP's efforts in Brazil and Russia. Brian has been involved in the firm’s investments in Clio, Enforta, Gainsight, Knewton, LiveAuctioneers, Mindbody, Playdom, Procore,United Capital, and Zoosk. He was a founder and partner at Opera New Media, an online advertising agency, and worked in the private equity group at Blackstone.
Sharon R. Klein (CIPP/US) is a partner in the Health Sciences Department of Pepper Hamilton LLP. Sharon is in charge of the firm’s Orange County office and chair of the Privacy, Security and Data Protection practice. She is a leader of the Digital Health and Technology practice groups. Sharon handles a variety of corporate and regulatory matters to help corporate clients grow and succeed using technology, data and cloud services. Sharon advises businesses on planning, drafting and implementing privacy, security and data protection policies and “best practices,” compliance with applicable laws, regulations and rules, and crisis management and litigation strategies for noncompliance.
Rich Lawson is Co-Founder and Chief Executive Officer of HGGC. He is a member of the Executive Committee, Fund II Investment Committee, Fund I Policy and Investment Committee and serves or has served as Chairman of HGGC portfolio companies Integrity, FPX, Strongview, Selligent, Dealer-FX, Survey Sampling International, Serena Software, AutoAlert, MyWebGrocer, Hybris Software, Innovative Interfaces, SkyRiver Technology Solutions, iCongo and Sunquest Information Systems. Prior to forming HGGC, Rich was Co-Founder and Managing Director of private equity firm Sorenson Capital, President and CEO of enterprise software company Found, Inc. and worked for Morgan Stanley in the corporate Finance, M&A and Restructuring departments.
Joe is a Senior Vice President in the Investment Banking Division at Goldman Sachs, where he focuses on Technology mergers and acquisitions. Based in Silicon Valley, Joe has worked with a broad array of technology companies, with a focus on enterprise software. Joe joined Goldman Sachs in 2005 in New York in the Investment Banking Division, and spent two years working as Chief of Staff to the firm’s Chairman and CEO. Joe holds a BS from Brigham Young University.
Brian Marshall is a Managing Director of Credit Suisse in the Investment Banking and Capital Markets, Global Markets division, based in San Francisco. He is responsible for investment banking in the technology industry with a focus on the software and enterprise sectors.
Brian joined Credit Suisse in 2016 from Hortonworks, Inc. where he was VP of Corporate Development. Prior to that, he worked within the investment community for approximately 15 years at several firms including DE Shaw and Citadel where he was a Portfolio Manager and Analyst focused on the technology industry.
Brian holds a degree in Japanese from the Georgetown University.
Ed Mullane is the US editor of the Mergermarket Group’s Activistmonitor news service which was launch in the spring of 2016. Activistmonitor provides predictive intelligence and behavioral data on shareholder activism to the advisory and investment community. Ed is also the editor of the technology, media and telecom sectors for the Mergermarket product. He has been reporting for this news service since 2006, covering M&A, activism and regulatory matters. Ed has been writing about business and technology since 1986, both as a journalist and as an analyst.
Owen O’Keeffe is a Managing Director of Morgan Stanley. He has advised on over 65 deals aggregating $80+ billion of value, with a track record of delivering high premium and high multiple outcomes for clients. In 2016, Owen advised on 3 of the 5 highest premia public company sellsides in technology, and negotiated the highest enterprise SaaS multiple ever for a $1bn+ deal. Owen has advised on 10 of the 36 technology M&A deals >6x revenue since 2009.
Owen’s clients have included Ariba, SuccessFactors, Responsys, Cvent, Marketo, ServiceMax, Eloqua, Omniture, RightNow, ATG, Stellent, TubeMogul, Oracle, SAP, Kronos, Braintree, GSI, FireEye, aQuantive, Tellme, McAfee, Isilon, and GT Nexus.
Transaction experience includes sell-side, buy-side and cross-border M&A advisory, joint venture structuring, activist and hostile defense, LBOs, equity, debt and convertible financings, and debt restructuring.
Owen holds an AB in Economics with Honors from Harvard. He currently resides in Lafayette, CA, with his wife Heather and their three children, Liam, Lillian and Laurel.
A.J. joined Thoma Bravo as a vice president with previous experience as a private equity associate with Saban Capital Group, Inc. in Los Angeles, an investor in media, telecom and technology businesses. He previously was an investment banking associate with Jefferies & Company in Los Angeles, where he participated in a variety of sell-side, buy-side and capital markets transactions, and a manager with Ford Motor Company. He was promoted to principal at Thoma Bravo in 2014 and became a partner in January 2016. A.J. has a BA degree from Villanova University and an MBA degree from the University of Chicago Booth School of Business.
Harry Singh joined Intel Capital in 2012 as a Director and drives investments and M&A for software and security. He is an investor in TrapX, Gigya, Schoology, Fuhu (Mattel), EazyTec & Good Way. He also has driven several M&A/Divestiture and strategic business collaboration projects. He previously held a variety of leadership roles at Intel in account management, marketing, and product management. Prior to joining Intel, Harry played key roles at leading companies such as Toshiba, Ericsson, Nortel Networks, & Alcatel. Harry holds an MBA from the University of Southern California, an MSEE from the University of Saskatchewan, and a BE (Electronics) from India's Thapar Institute of Engineering and Technology.
Mr. Smith has 30 years’ experience working with the largest and most influential technology companies – including IBM, Microsoft, Oracle, Google, SAP – plus many high-growth public and private companies, and the most important VC and private equity firms in the technology ecosystem. He began his career at Morgan Stanley and, prior to co-founding Union Square Advisors, was a Managing Director at Credit Suisse, where he headed global software investment banking. Mr. Smith received both his BSEE and MSEE from the University of Notre Dame. In 2015, Mr. Smith was selected as a member of the first-ever class of Presidential Leadership Scholars.