Thursday, October 11, 2018
SVB NYC Office, 387 Park Ave South, 2nd Fl, NY NY 10016
6:00pm - 8:00pm

You're invited to join Silicon Valley Bank for the SVB Forum: Going Through the Sale Process on Thursday, October 11. Come hear a distinguished panel share their experiences, strategies and lessons learned going through the sale process. It will be an evening of lively discussion, valuable connections, and excellent food and wine.

We hope you can join us for this special evening!

Speaker Bios CFO, AppNexus

As Chief Financial Officer of AppNexus, Jon oversees multiple corporate functions, including the Finance, People, Legal and Financial Planning & Analysis teams, and spearheads engagement with the company’s investors and Board of Directors. In Q2 2018, Jon led the organization through its acquisition by AT&T, with the goal of creating a world-class advertising platform that provides brands and publishers a new and innovative way to reach consumers in the marketplace today.

Prior to joining AppNexus, Jon served as CEO of Recyclebank, a company that aims to encourage recycling and environmentally-friendly habits. Jon also spent over a decade at 24/7 Media (NASDAQ: TFSM), where he served in various executive roles – including CEO, COO and CFO – and led the organization through its $649 million sale to WPP, a leading marketing, advertising and public relations holding company. Jon is a director on Evidon’s Board of Directors, an advisor to Tribeca Venture Partners and a mentor in the NYC Venture Fellows Program. He has served on the World Economic Forum Technology Pioneers Council, the Media.NYC.2020 Committee, the Green.NYC.2025 Committee and the White House Forum on Business Innovation.

Jon earned a B.A. in Economics from Harvard University and an MBA in Strategic Management and Finance from the Wharton School of the University of Pennsylvania. Born and raised in New Jersey, he is a longtime resident of New York City and a stalwart Yankees fan. CEO, Babbel, Leading the US expansion

Before joining Babbel, Julie was the COO and President of Business Insider. Under her leadership the news site became the most visited business outlet on the internet. Prior to Business Insider, Hansen held top management roles at sports site NCAA.com, Condé Nast Publications, and Time Inc. Julie has over two decades of experience growing digital media companies, launching interactive web sites, deploying mobile apps, and leading online and offline marketing campaigns. She began her career at Penguin Books, publishing learning software for literature among other products. Partner, Cleary Gottlieb Steen & Hamilton LLP

Ethan A. Klingsberg is a partner in Cleary Gottlieb’s New York office. His practice comprises corporate, public and private company board of directors, M&A and SEC matters.

Ethan regularly serves as counsel to Google, Square, Keysight Technologies, Agilent Technologies and other serial acquirors from Silicon Valley, as well as counsel to companies ranging from Flywheel to Dun & Bradstreet in connection with major liquidity events, including recapitalizations and M&A exits. He served as counsel to Google in connection with its reorganization into the current Alphabet structure. He regularly works with major corporations on “autonomous subsidiary” arrangements and on investments by third parties in these subsidiaries. In addition, he advises the venture capital arms of a number of major corporations.
He has been repeatedly named a “BTI Client Service All-Star” based on the survey of general counsels of the Fortune 1000, and “Most Valuable Practitioner” in M&A by Law360, as well as having been selected, for several different assignments, as “Dealmaker of the Year,” “Dealmaker of the Week,” and “Dealmaker in the Spotlight” by The American Lawyer and The Deal, “Lawyer of the Week” by The Times of London, and as a recipient of the Burton Award for Legal Achievement for writing on fiduciary duties.
He is recognized as one of the country’s leading corporate lawyers in every major guide, including by Chambers Global, Chambers USA, IFLR 1000, Expert Guide to the World’s Leading M&A Lawyers, Legal 500 U.S., Best Lawyers in America, Who’s Who Legal: Corporate – M&A and Governance, and Lawdragon 500: Leading Lawyers in America. Ethan has helped several companies prevail against, manage, and work constructively with “activist stockholders,” including in scenarios where these stockholders have board seats, are seeking board seats, and do not have board seats.
He received a J.D. from Yale Law School, where he was Book Reviews and Comments Editor of The Yale Law Journal, and a B.A., magna cum laude, from the University of Pennsylvania. CFO, LogicWorks

Dino is the CFO of Logicworks, a cloud services company, where he is responsible for finance, human resources, legal and administration. He brings over 25 years of experience to Logicworks from professional experience as a CFO of two growth companies, an investment banker and a management consultant. Prior to Logicworks, Dino was the CFO of Reval, a treasury management SaaS company, and Healthfirst, a managed care company. Dino received his BA in Economics from Yale University and MBA from Stanford University. Managing Director, SVB

Michael Moretti runs the Corporate Finance practice for Silicon Valley Bank’s tri-state region. Based in New York, he’s responsible for managing a team of technology bankers to deliver debt, investment management, FX, treasury, and payment solutions for mid-market to large clients.

Prior to joining SVB in October 2003, Michael worked at LCconnect Inc., a financial technology startup he co-founded in January 2000. Previously, Michael had been involved in the international, corporate and investment banking markets since 1982. Prior to starting LCconnect, Michael was co-head of Credit Lyonnais Securities' Corporate Advisory Group, which he started in 1995. Before joining Credit Lyonnais in 1991, Michael served nine years at the Irving Trust Company, which was subsequently acquired by the Bank of New York. There he worked in the corporate banking division from 1988 until 1991 and the international banking division from 1983 to 1988. Michael received a B.A. from St. Lawrence University and an MBA from the Thunderbird School of Global Management.

Thank you to our 2017 Advisory Board members who are helping in creating an exciting agenda and meaningful content for our upcoming program.

to CFO: How to position yourself for career advancement in an increasingly demanding industry. Hear from a panel of experienced private equity finance professionals as they discuss their unique career paths to the role of CFO.

State of the Markets: How is the Innovation Economy performing in 2017? How did we get here and what does the future hold? SVB will provide its unique insight into the current macro environment, valuations, IPO and M&A markets, LP appetite, and Q&A about the future of innovation. Co-Founder, Zipcar

Robin Chase is a transportation entrepreneur. She is co-founder and former CEO of Zipcar, the largest carsharing company in the world; Buzzcar. a peer to peer carsharing service in France (now merged with ); and GoLoco, an online ridesharing community. She is also co-founder of Veniam, a vehicle communications company building the fabric for the Internet of Moving Things.

She is on the Boards of Veniam, the World Resources Institute, and Tucows. She also served on the board of the Massachusetts Department of Transportation, the National Advisory Council for Innovation & Entrepreneurship for the US Department of Commerce, the Intelligent Transportations Systems Program Advisory Committee for the US Department of Transportation, the OECD's International Transport Forum Advisory Board, the Massachusetts Governor's Transportation Transition Working Group, and Boston Mayor's Wireless Task Force.

Robin lectures has been frequently in the major media, and has received many awards in the areas of innovation, design, and environment, including Time 100 Most Influential People, Fast Company Fast 50 Innovators, and BusinessWeek Top 10 Designers. Robin graduated from Wellesley College and MIT's Sloan School of was a Harvard University Loeb and received an honorary Doctorate of Design from the Illinois Institute of Technology. Partner, Cadwalader

Mark Howe's practice is concentrated in partnerships, financial products, securitization, the tax aspects of capital markets, general corporate finance, securities, and commodities. His work includes emphasis on the tax structuring of domestic and offshore investment funds and in the development, structuring, and implementation of a wide variety of financial and derivative products and transactions, such as fixed income, currency, equity, and swaps, forwards, notes, options, and similar instruments and transactions, securities and other instruments with embedded derivatives, and hybrid and synthetic products. Prior to joining Cadwalader, he was an associate with Hogan and Hartson. After receiving his A.B. degree in mathematics, cum laude, from Harvard College, Mark received his J.D., magna cum laude, from Georgetown University Law Center, where he was an editor of the Georgetown Law Journal. He also holds an M.A.R. from Yale University. Mark is admitted to practice in New York and Washington, D.C. CFO and Head of Investor Relations, Khosla Ventures

Keith Janosky is the Chief Financial Officer and Head of Investor Relations at Khosla Ventures.  Keith joined Khosla in 2016 and has been in the venture capital industry since 2002.

Prior to Khosla, Keith was the Vice President of Finance at Technology Crossover Ventures for 14 years leading their finance and accounting team,  while spending time in their offices in NJ, NY and lastly Palo Alto.  Prior to TCV, Keith worked at Arthur Andersen as an auditor as well as Manager in their partnership with Major League Baseball in developing an authentication program for game used and signed memorabilia.

Keith holds a Master of Business Administration degree from Fordham University and a Bachelor of Science degree in Economics from Lehigh University.

Keith lives with his wife and four children in the San Francisco Bay Area and enjoys coaching his in their various sports in his spare time. CFO and Chief Compliance Officer, W Capital

John joined W Capital as its Chief Financial Officer and Administrative Officer in 2011. John has 20 years of experience in the financial, operational and administrative areas of the private equity and venture capital industries. At W Capital, John is responsible for all aspects of the Firm’s finance and accounting initiatives including treasury management, GAAP accounting, tax and budgeting. John is also responsible for limited partner communications, fund administration, financial reporting and human resource management. In addition, John assisted in the design of and oversees the Firm’s compliance program.
John is a frequent speaker at industry conferences and round tables. Recent topics include investment valuations, trends in limited partnership terms, the secondary direct market and human resource management for non-investment professional teams at private equity firms.

Prior to joining W Capital, John spent 15 years at Canaan Partners, a $3 billion global venture capital firm. At Canaan, John held Analyst, Associate and Director positions wrapping up his tenure as the firm’s Director of Finance. In that role, he was responsible for the full spectrum of the firm’s finance, and investor relations efforts. John also has professional experience as a CPA for Ernst & Young in the Entrepreneurial Services Group where he serviced financial services backed companies.

John holds an MBA in Finance and Entrepreneurship from New York University’s Stern School of Business and a BS in Accounting and Economics from SUNY Oneonta. <Hotel Image Size: 934x311 px   Image Format: JPG or PNG>

The Westin, Nashville

Conveniently located downtown, The Westin Nashville is next door to Music City Center and blocks from Nashville’s best artistic, cultural, and entertainment options. Take a short walk to admire all that Nashville has to offer, from the Ryman Auditorium to the Country Music Hall of Fame, The Westin Nashville is just a few steps away!

Book your room today using our reservation link or by calling the hotel at (800) 937-8461. Make sure to mention Silicon Valley Bank to get our special group rate of $279! All reservations must be received by April 27th, 2017 to receive the group rate. The special negotiated hotel rate is available for those guests who would like to extend their stay through the weekend.

SVB NYC Office
387 Park Ave South, 2nd Fl
New York, NY 10016

Event Recap

Last year’s NextGen Professional Development in New Orleans was . Guests had a chance to learn from industry experts, network with their peers and enjoy recreational activities true to New Orleans. This year’s program promises to be another memorable experience with some great surprises in store.
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