Guiding the mission, scope, and directives of the San Diego Venture Group
SDVG’s Board of Directors is comprised of regional VCs, founders and CEOs. Each board member is responsible for helping coordinate at least one program per year. All are prominent members of the community.
Trever F. Acers leads all aspects of Objective Capital Partner’s investment banking activities, drawing from his 15+ years of acquisition, finance and business management experience.
Prior to starting Objective, Mr. Acers served as a Director at TGG Capital, where he led the firm’s financial and strategy consulting operations. Previously, he was Director of The Oxford Investment Group’s Western U.S. private equity activities and Managing Partner at Passage Venture Capital Partners. Earlier in his career, he managed the post-acquisition integration and continuing operations of three entities with total annual revenues of $29 million for EMC Corporation and led business performance improvement engagements for KPMG Consulting.
Mr. Acers has an MBA from the UCLA Anderson School of Management with a finance concentration and a bachelor’s degree with high honors in business administration from the University of San Diego. He holds FINRA Series 79 and Series 63 licenses and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.
I’m obsessed with experience. You can buy stuff, you can collect things, but experiences, great and hard, are gained with a life lived well. So far, I’ve collected a neat array of experiences, too, and I can’t wait for more.
BAM Communications rescues the world’s companies from anonymity everyday, and I’m honored to have the BAMily team run an otherwise demanding client services business that represents emerging technology companies around the world. In 2011, I started Bite San Diego, which became San Diego’s top rated and largest food tour company in the county and sold it in late 2016.
Derek Barclay is a passionate entrepreneur who has been in the consumer finance industry for over 4 years. He was the co-founder and CEO of BounceBack Finance, a sales and marketing company that partnered with multiple consumer finance lenders. He successfully grew and led the company to a merger and acquisition with a growing medical fund out of Utah. Utilizing the knowledge gained through this experience, Derek co-found First Look Approval shortly after which had a focus on consulting with merchants on the variety of available consumer finance programs in today’s market. After working with over two dozen different financing programs, Derek saw a need for merchants to access multiple lenders through one universal process and streamlined system, which is why LoanHero was formed.
Jeffrey Belk is Managing Director of ICT168 Capital, LLC, focused on developing and guiding global growth opportunities in the Information and Communication Technology space. Formerly, Belk spent almost 14 years at Qualcomm Incorporated (from when the company was $200M in revenue to $7B+), where prior to his departure in early 2008, he was Qualcomm’s senior vice president of strategy and market development, focused on examining changes in the wireless ecosystem and formulating approaches to help accelerate the adoption of mobile devices, applications, and services.
Gary is a General Partner with Social Leverage, a seed stage venture capital firm. Gary is a seasoned serial entrepreneur, having been a part of four founding teams in both consumer and B2B companies over the past 20 years. Most recently, Gary spent 3 years as COO of Desk.com after his company, Assistly, was acquired in 2011 by Salesforce.com.
Previously, Gary was with AOL after his company, Goowy Media, was acquired in early 2008. Gary has managed various technology and go-to-market teams including business operations, customer service, client implementation and success, engineering, and quality assurance. He brings broad knowledge across all facets of growing a business from startup into a mature organization.
Gary has been an active investor in early stage companies since 2011, with over 25 investments including Civic, Classy, Getaround, Gusto, Kustomer, and Stitch Labs.
1. I have launched 84 astronauts into space while working on the Space Shuttle program.
2. I am an ENTJ and high Influencer on the DISC survey.
3. I have run over 62 miles at once while climbing 12,000 feet on trails.
4. I am energized by helping others discover their calling.
5. I have always lived less than 20 miles from a beach.
Serial entrepreneur, award winning inventor (30+ patents apps), product designer (dozens of awards), marketer, and scientist (National Science Foundation grantee/principal investigator). Mark has 25+ yrs in semiconductor, wireless, healthcare, environmental, consumer/retail industries and has formation and founding 7 tech start-ups for which he has raised 17 rounds of VC financing (nearly $250M). Prior to co-founding Salveo, Mark founded ecoATM ($350M acq by Outerwall in ’13); was VP Mktg with Vativ (sold to Entropic); co-founded Staccato in 2002 as VP Mktg & Bus. Dev; co-founder and President/COO and director of BOPS, Inc (sold to Altera). Prior to this he helped form and fund Power Computing ($130M acq by Apple in ’96); Panorama Designs (acq by Motorola in ’96); and BlueSteel Networks (2000 acq by Broadcom for $110M). Mr. Bowles also spent six years at Motorola Semiconductor where he held various distribution management, sales and market development positions; he left Motorola in ’96 as VP MSPI of PowerPC Market Development.
Matt Browne’s practice focuses on transactional and general corporate matters, with Matt typically serving as his client’s first point of contact at Cooley for all matters and regularly working with them on mergers and acquisitions, public and private securities offerings, public company reporting and disclosure issues, corporate governance matters and other commercial matters. Matt’s clients include companies in the software, hardware, telecommunications, information technology, semiconductor, financial technology, cleantech, consumer products, medical device, robotics, biotechnology, internet and retail spaces.
Carin is the president and founder of Canale Communications Inc. In her role as president, Carin works closely with client teams, having provided senior level strategy to more than 125 life science companies of all shapes and sizes ranging from pre-series A financing to billion dollar public companies such as Amgen and Johnson & Johnson. Through her career in life science communications, she has advised a diverse range of companies including biotechnology, biopharmaceutical, medical device, diagnostics, research organizations and providers of enabling technologies.
In addition to client services, Carin is actively involved in the life science community and is a member of the board of directors for BIOCOM, Southern California’s life science trade association, and the San Diego Venture Group. A sought-after speaker, Carin frequently leads presentations and trainings on various communication topics for these organizations and others such as PRSA, the Biotechnology Industry Organization and California Healthcare Institute.
As a founder and Managing Director of Correlation Ventures, David helps lead the firm. David created the original vision for Correlation, driven by the opportunity to offer entrepreneurs and other VCs a better co-investment option and to pioneer the use of predictive analytics in venture capital. David began his venture capital career in 1997. Prior to Correlation, David was a Managing Director of Hamilton BioVentures, an early-stage venture capital fund. As head of Hamilton’s Life Science team, David served on the Board of Directors of such companies as PhotoThera, Transcept (NASDAQ: TSPT), and Egea Biopharmaceuticals (Acquired by Johnson&Johnson). Previously, David was a Venture Partner at Windamere Venture Partners and President of Forge Medical Ventures, an early-stage incubator funded by Enterprise Partners, Mayfield Fund and Johnson & Johnson Development Corporation. David was the Founder of Spine Wave, a venture-funded medical device company and Director of Business Development of UroMed Corporation (URMD), a venture-funded startup that raised several rounds of venture capital and completed a public offering. David received an M.B.A. from the Harvard Graduate School of Business Administration and graduated Summa Cum Laude with a B.S. in Biology from Princeton University.
Michele has over 12 years’ experience in the insurance industry and has served as a member of Barney & Barney’s Executive Liability Practice since 2005. Michele has a background in finance and risk management and works directly with clients by providing strategic guidance and counsel in the areas of public company Directors & Officers liability.
Michele is a founding member of the Insurance Industry Charitable Foundation’s San Diego Chapter. She currently also holds a board position with the San Diego Venture Group. Michele currently serves as a committee chair with B&B GROW, a women’s initiative focused on attracting, retaining, educating and supporting the women of Barney & Barney.
Work with C-level executives to maximize their Human Capital investment. Present value of outsourcing HR Administration through a partnership with TriNet. Services include administration of F-500 benefits, payroll, HR best practices, liability management, government compliance, workers compensation, and HRIS technology. Manage all aspects of a complex sales process from business development to contract negotiation while collaborating with internal service team.
Dr. Stacey L. Davenport is the Founder and CEO of Davenport Executive Search as well as co-founder of DavenportMajor Executive Search. Her hands-on operational leadership in Life Sciences and Healthcare has been sought after by clients worldwide. Ms. Davenport brings a depth of clinical experience combined with a strong track record of executive search expertise which has made her a well respected public figure in the industry with numerous interviews in the Wall Street Journal, an interview on the NBC Evening News with Tom Brokaw and recent highlights in Forbes and Business Week, among many others.
She specializes exclusively in Life Sciences/Healthcare serving Fortune 500 global organizations as well as private equity and venture backed, emerging growth companies. Previously, she served as the Life Sciences and Board of Directors Practice Leader for AT Kearney Executive Search, the fifth largest retained, global executive search firm. Prior to her search career, she spent 10 yrs in interventional cardiology clinical practice in Dallas, Texas with the last 3 years leading the practice as Executive Director.
Dan started his career in public accounting with KPMG LLP in San Diego, where he specialized in public company audits in the healthcare and real estate groups. In 2008, he joined a start-up forensic accounting firm, where he provided investigation services for public and private companies on behalf of special committees and attorneys. Dan then joined the forensic accounting department of Ernst & Young LLP and spent five years in London working with clients across Europe, Middle East, India, and Africa to address domestic and international transaction and compliance risks. After over 12 years in consulting, Dan joined the Sayva team to leverage his client service experience and lead the accounting services practice. Dan earned his BS in Business Administration from Cal Poly San Luis Obispo and is an active CPA.
Business Lawyer at Procopio, 140-attorney law firm in San Diego and Menlo Park, CA (www.procopio.com). Venture capital, angel finance, governing, operating, buying, selling and merging growing technology & other businesses. Corporate & business transactions, including telecommunications, e-commerce, clean technology, energy, biotech, corporate governance, employment & independent contractor issues, intellectual property protection, competitive business practices, securities, business structuring & financing, contractual & political issues re telecom and independent power producers.
CPA focusing mostly on life science companies ranging from start-up to public companies. Co-lead KPMG San Diego’s life science practice and venture capital practice. I service companies ranging from emerging growth IPO companies to mature public companies.
Scott oversees Square 1’s banking practice in the Pacific Southwest. Scott was a cofounder of Square 1, and has nearly 20 years of financial services experience, with over 15 in the life sciences and technology venture banking industries. Scott previously served as vice president for Comerica Bank and Imperial Bank, where he concentrated on providing venture financing for early-stage life science and technology companies. Scott is an active member of several venture capital and life sciences industry associations, including the San Diego Venture Group and serves on the board of BIOCOM.
Scot Ginsburg has been solely focused on exclusively representing tenants and owner-users of space needs throughout his commercial real estate career. With over $2 Billion in transaction volume and 14,000,000 square feet of experience, Scot specializes in high-tech, life science, business service, research and development, and other growth-oriented industries. His commitment to provide the highest level of service is evidenced by his loyal clients whom he has repeatedly represented.
Scot’s passion for representing tenants exclusively comes from his personal experience as co-founder of a former high-tech company, where he found himself as the tenant on an uneven playing field with the landlords and their listing brokers.
Scot brings a wealth of experience ranging from lease acquisitions, lease renewals, lease restructures, build-to-suit developments, property acquisitions, and specialized tenant improvements designed for today’s demanding businesses.
My practice involves initial public offerings, public and private securities offerings, mergers and acqusitions and venture capital financings for Information Technology and Life Sciences companies.
I enjoy working with entrepreneurs and helping them to grow and finance their businesses. I also enjoy learning about new technologies, particularly in software, wireless, semiconductors, clean energy, medical devices and biotechnology.
I have served in both the law firm environment and as in-house counsel and a senior executive with a venture-backed internet company and a hedge fund.
Nationwide, Moss Adams and its affiliates provide insight and expertise integral to the success of organizations across the globe.A leader in assurance, tax, consulting, risk management, transaction, and wealth services, Moss Adams has a staff of over 1,700 that includes more than 220 partners. We focus on serving public, private, and not-for-profit enterprises across the nation through specialized industry and service teams.
During the last 10 years I have managed businesses involving the fusion of hardware devices, software, and cloud subscription services.
I have led 3 startups to an exit, and stayed on to lead and integrate 2 of these businesses into publicly traded acquiring companies. My P&L ownership roles have ranged from early stage to $100M+ in revenue.
My passion is investing in great teams to deliver products and services which create new markets or disrupt existing ones. I enjoy customer engagement, mentoring, continuous learning, and driving strategic value. I am fortunate that I get to do these things daily supporting portfolio companies at FusionX Ventures.
Mike is an audit partner with Ernst & Young LLP and has nearly 20 years of experience in public accounting with a focus on serving publicly traded companies and private strategic growth market accounts. He has strong industry expertise in manufacturing, medical device and retail and consumer products. Mike has been involved in numerous initial and secondary public offerings and has participated in multiple acquisition audits and related SEC filings.
Mike has had many roles in serving the community and currently serves on both the Advisory Board for the School of Accountancy and the Advisory Board for the Entrepreneurial Management Center at San Diego State University.
https://www.sdvg.org/wp-content/uploads/2011/09/Michael-Howard.jpg250250adminhttps://www.sdvg.org/wp-content/uploads/2016/04/sdvg-logo.pngadmin2011-09-26 17:32:592016-07-18 20:44:02Michael Howard (Treasurer)
Grant is the CEO of SkySafe, a leading drone defense firm. His team builds cutting-edge systems that protect critical airspace—stadiums, prisons, critical infrastructure, military personnel and facilities—from drones. An MIT grad, Grant served as an officer in the US Air Force where he designed and built hardware systems for counter-IED missions and small UAVs at the Air Force Research Lab (AFRL), specializing in rapid product development for Special Forces units. As a UC San Diego graduate student, he conducted research on analyzing online illicit pharmaceutical sales by Russian criminal groups and anonymity on the Bitcoin network. As a respected expert in both hardware and software, Grant has spoken at security conferences including DEFCON and RSA Security.
Jonathan Kabakoff is a Senior Principal – Science and Technology at Alexandria Real Estate Equities, Inc. and its strategic venture capital arm, Alexandria Venture Investments. In his role, Mr. Kabakoff is responsible for strategic venture capital investments, business development, and tenant underwriting in Alexandria’s San Diego and Seattle cluster locations. While at Alexandria, he has led venture capital investments in more than 40 life science companies primarily in the areas of therapeutics, diagnostics, and life science research tools. Mr. Kabakoff currently serves as an Observer on the Boards of Metacrine, Forge Therapeutics, and Singular Genomics Systems. He is on the board of SparkBio, an invitation-only networking group that brings together up-and-coming life science professionals in San Diego, and is a member of the Biocom Capital Development Committee. Mr. Kabakoff received an honorable mention in the first annual Biocom Life Science Catalyst Awards in 2016. Prior to joining Alexandria, he held research positions at Gen-Probe, Genoptix, and the Burnham Institute for Medical Research. Mr. Kabakoff holds a BS in Chemistry from Stanford University.
Dr. Kamdar is a Partner at Domain Associates, a life sciences venture capital firm, which she joined in 2005.
Kim is currently Chairman of the Board of Directors of Obalon (NASDAQ: OBLN). She also serves on the board of directors of several private companies including Epic Sciences, Omniome, ROX Medical, Sera Prognostics and Singular Genomics. Kim is also a founder and CEO of Truvian Sciences, a consumer focused health and wellness company. Past investments include Ariosa (acquired by Roche), Corthera (acquired by Novartis), BiPar Sciences (acquired by sanofi-aventis) and Achaogen (Nasdaq: AKAO).
Formerly Kim was a Kauffman Fellow with MPM Capital. Prior to joining MPM, she was a research director at Novartis, where she built and led a research team that focused on the biology, genetics and genomics of model organisms. Kim is the author of ten papers as well as the inventor on seven patents. She received her B.A. from Northwestern University and her Ph.D. in biochemistry and genetics from Emory University. Kim serves as an advisory board member of Dr. Eric Topol’s NIH supported Clinical and Translational Science Award for Scripps Medicine and is also on the non-profit board for Access Youth Academy, an organization that is transforming the lives of underserved youth through academic enrichment, health and wellness, social responsibility and leadership through squash.
Cheryl Kessler is an expert in business valuations and forensic accounting specializing in valuation opinions for: marital dissolutions; gift and estate tax planning purposes; mergers & acquisitions; shareholder buyouts; and stock option plans. For over 20 years, Ms. Kessler has helped closely-held companies in many industries determine the value of their business. Ms. Kessler presents a credible, defensible and easy to understand analysis of financial and complex valuation issues in concise reports and/or via expert testimony. She prides herself on timely, thorough, and cost effective analysis. Ms. Kessler has the experience, knowledge and expertise to perform business valuations and income for support analysis for Family Law cases, and has served as a 730 neutral expert and has been qualified as an expert witness at trial in both California and Colorado.
Prior to Vantage Point Advisors, Inc., Ms. Kessler was a co-founder and CFO of a public company, Open Energy Corporation, a pioneer in building-integrated (BIPV) solar roofing products. As CFO, Ms. Kessler assisted with negotiations and legal documents to close on $20 million of convertible debentures. Ms. Kessler was in charge of writing and managing the annual Proxy filings; SB-2A registration statement filings; and 10K & 10Q filings.
SOCI is developing the new standard in social media management. With its comprehensive enterprise tools platform, proprietary Content Recommendation Engine and Instant Insight scoring algorithms, SOCI is helping businesses and digital marketing firms achieve success in social media. Complete with a calendaring system, design center, conversation tracker, reporting capabilities and the content and insights that drive it all, the SOCI platform enables a highly efficiency, yet highly effective Do-It-Yourself and Do-It-For-Them solution. Look out Hootsuite… we’re growing up fast.
Candace Klein is Chief Strategy Officer for Dealstruck (dealstruck.com), an alternative Peer-to-Peer lending platform that provides loans and lines of credit to small business borrowers. Prior to Dealstruck, Candace co-authored the legislation that became the JOBS Act, then chaired the Crowdfund Intermediary Regulatory Advocates, the industry advocacy group for platforms and broker dealers affected by the JOBS Act. Candace was the founder and CEO of two companies: Bad Girl Ventures (bgv.bz) and SoMoLend (somolend.com). Bad Girl Ventures is a non-profit, micro-finance organization focused on educating and financing woman-owned startup companies. SoMoLend was a technology platform that connected business borrowers seeking loans of $35,000 or less with lenders looking to make a return on investment.
Cheston Larson serves as Chair of Latham’s San Diego Corporate Department and Emerging Companies Practice, and is Co-chair of the firm’s Life Sciences Industry Group. Cheston’s practice covers a broad range of general corporate matters, including counseling public and privately-held companies as well as representing venture capital and investment banking firms in private and public financing transactions.
Cheston advises clients on the formation of new businesses and their capital raising transactions, spanning the spectrum from angel and venture financings to IPOs, follow-on offerings, PIPEs and debt financing. He also regularly represents clients in mergers and acquisitions, corporate partnering transactions, licenses and strategic alliances. Cheston’s expertise also includes SEC disclosure and reporting requirements, Nasdaq and NYSE compliance and management compensation and equity incentive matters.
Cheston routinely counsels clients in the life sciences, software, telecommunications, cleantech and other technology industries.
Seasoned executive with track record of delivering innovative products and solutions into technically demanding markets. Strong communications and leadership skills for developing adaptable, high performance teams. Proven ability to initiate sales, drive product marketing, and develop channels. Clear understanding of board and investor motivations and needs. Core business approach: use data-driven decision-making to execute disruptive, first-mover attack against incumbents and into new markets.
Responsible for Qualcomm Ventures investment activities in North America. He currently manages and actively serves as a board observer for Qualcomm Ventures investments in A123 Systems, AMEC, InvenSense, Siimpel and Tela Innovations.
Jay Lichter is an entrepreneur and seasoned investor in the biotechnology and pharmaceutical arena with over 25 years of expertise in management, scientific research, and business development. He currently serves as president and CEO of COI Pharmaceuticals.
As managing director of Avalon Ventures, Dr. Lichter led investments in Carolus, Otonomy, Sova and Zacharon Pharmaceuticals. Dr. Lichter has served as CEO of many these companies, which has included leading both their business and scientific operations during the companies’ formative periods. He is on the board of directors for most of these companies and also served as Chairman of the Board of RQx, another Avalon company. He led the first life science investments for the Avalon IX portfolio, Sova Pharmaceuticals, and serves as its CEO and board member. He also led the investment in Aratana Therapeutics, where he serves as chairman of the board. Dr. Lichter took over the leadership of Avelas in order to turn that company around after a change in management and serves as a director on the board. Dr. Lichter is the inventor on over 260 patent and patent applications for six Avalon portfolio companies, including 78 issued patents. Dr. Lichter has been involved in licensing or merger and acquisition deals valued in excess of $1 billion.
In addition to his Avalon activities, Dr. Lichter serves as a director on the board of the John Wayne Cancer Institute and a trustee and Chairman to Pacific Ridge School located in Carlsbad.
Dr. Lichter held postdoctoral positions in Human Genetics at Yale University and pharmacogenetics at DuPont Merck Pharmaceutical Co. Dr. Lichter obtained his Ph.D. in biochemistry from the University of Illinois at Chicago, and a B.S. from the Univ. of Illinois at Urbana-Champaign
Crescent Ridge Partners is a venture fund that provides seed capital to early stage start-ups. We seek entrepreneurs developing disruptive technologies who have the passion, vision, and experience to build a great company. We take an active role in our investments, helping our companies succeed at the earliest stage by offering strategic advice, identifying early customers, and providing access to expansion capital. We welcome syndications and collaborations with other early stage investors, including angel groups, micro funds, and venture capital firms.
McIntire co-founded StackIQ, which was acquired by Teradata in July 2017. He is currently Vice President of Shared Services at Teradata. He served in multiple roles at StackIQ, including CEO and Chairman of the Board where he raised $10-million in venture capital and grew the company from zero to 7-figure revenue. StackIQ brought the cluster computing sector’s thriving open source community into the enterprise with the development of Stacki — a comprehensive software suite which automates the deployment and management of compute, storage, and network infrastructure. McIntire’s previous work includes the North American launch of Scalable Systems (an Asia-Pac startup) and leading the development team at the Digital Image Analysis Lab at Scripps Institution of Oceanography. His research at Scripps, which was primarily funded as part of NASA’s Direct Broadcast program, has been published in various IEEE and Elsevier Journals on topics ranging from remote sensing using neural networks to parallel data processing using large scale clusters.
Bill, based in the San Diego office, has lead PricewaterhouseCoopers’ Southern California Pharma/Life Sciences practice. Prior to joining the San Diego office, Bill spent close to four years in Shanghai and led the China/Hong Kong Technology Practice. He brings over twenty-eight years of diversified experience providing accounting, business advisory and auditing services to life science and emerging-growth clients. Bill’s areas of expertise include mergers & acquisitions, capital transactions, initial and secondary public offerings, private placements and venture capital. Bill’s expertise and industry insights have been featured in local papers including the San Diego Union-Tribune, San Diego Business Journal, Philadelphia Inquirer and Philadelphia Business Journal, as well as the Wall Street Journal.
For over 28 years, Bill has worked closely with global as well as emerging-growth companies. He has served as audit partner on many of our publicly traded and private life sciences Southern California clients. He has extensive global coordination experience including the four years in China where he was the territory lead partner on multinational clients and led our China/Hong Kong Technology practice. Bill has also recently served as the global engagement partner for an advisory client (Fortune 600 medical instrumentation company), leading strategic initiatives such as acquisitions and transaction structuring, tax strategies, loyalty programs, and process improvement. He specializes in supporting companies with acquisitions, mergers, divestitures, initial public offerings (IPOs) and other capital market transactions including assisting with purchase price accounting, required financial reporting and disclosures, opening balance sheet valuations and audit planning to incorporate the changes to the business post-transaction into the consolidated audit.
A serial entrepreneur, through three VC backed technology companies. The largest, eAssist raised over $60M from top-tier VCs to support international expansion of an enterprise CRM solution, and sold to Talisma in 2006. The company spawned successes like assistly (Alex Bard and Gary Benitt) which sold in 2011 to Salesforce.com.
I work closely with high tech and emerging growth companies, reviewing business plans and market strategies, and facilitating the connections between fast-growing companies and the financial, legal and strategic resources that fuel their growth.
Through SVB, I have close relationships with angel investors, venture capitalists, and private equity firms (many of whom are clients), as well as industry leaders, enabling me to facilitate match-making relationships for growth.
Todd Poling is the Founder and President of Vantage Point Advisors, Inc. Mr. Poling is actively involved in valuation engagements of all types and also leads the firm’s strategic planning and business development efforts.
Prior to founding Vantage Point, Mr. Poling was Managing Director of CBIZ Valuation Group, Inc., spending several years with the firm in the Dallas, San Diego, and Los Angeles offices. While at CBIZ, Mr. Poling managed large and complex valuation consulting engagements focusing heavily in the transaction arena. He participated in numerous engagements involving corporate re-structuring, initial public offerings, mergers and acquisitions, ESOPs and fairness opinions. In addition, he provided valuation consulting in litigation support situations and served as an expert witness in both deposition and trial settings.
Before joining CBIZ, Mr. Poling was the first employee and General Manager of the Antique Drapery Rod Company, Inc. a start-up manufacturer of drapery hardware and other fabricated furniture products based in Dallas, Texas where he was responsible for the company’s operational and financial activities. Today ADR, Inc. is an internationally recognized brand within its industry with over 150 employees, many of whom joined the company in its early years. Mr. Poling began his career with Arthur Andersen & Co. where he worked in the firm’s audit and business consulting practices.
Christian Salaman is an attorney in the Corporate & Securities practice group at Pillsbury Winthrop Shaw Pittman LLP. His practice focuses on the buying, selling and financing of businesses, as well as governance issues, operational matters and strategic relationships.
Life sciences specialty finance professional, venture capital investor, business development and operations executive, scientist, banker and consultant.
Expertise: Life science venture debt and equity financings, life science startup formation, strategy, business development and M&A, startup operations, and financing. Venture fund investment strategy, deal analysis, investment exit strategy identification and execution. Board roles for private companies.
Specialties:Startup formation, exit strategy identification and exit execution, and company financing, with direct experience in venture capital investing (VC equity and venture debt). Life Science business development, M&A and technology commercialization. Board representation. Ph.D. in Molecular Biology.
Nimesh Shah is Chief Business Officer of Fractyl. Nimesh brings with him nearly 20 years of venture capital and Wall Street experience specializing in early-stage or growth oriented medical device companies. Prior to joining Fractyl, Nimesh was a partner of Domain Associates, a leading health care venture capital firm, leading that firm’s efforts in medical devices. Previously, Nimesh served in various roles at venture firm Cutlass Capital and investment bank Alex. Brown (now Deutsche Bank). Nimesh received his B.S. in Biomedical Engineering from the Johns Hopkins University.
Peter Shaw is a Principal in Shaw Management Advisors, Int’l LLC, (SMAI) a San Diego based international advisory firm that provides services for Senior Management, Boards, Venture Capitalists and Entrepreneurs. SMAI specialize in advising its clients in strategic and operational aspects of their business. A number of assignments have included M&A, as well as Corporate restructuring.
Mr. Shaw continues to be active as a business advisor and has recently successfully completed small business M&A assignments. He currently serves on both US based and International Company Boards of Directors
Software and health care technology investor at JMI Equity, a growth-focused private equity firm with more than $3B of committed capital.
Sureel has been part of the JMI team since 2010 and focuses on the healthcare IT sector. He is responsible for sourcing and evaluating investment opportunities as well as providing strategic and operational support to portfolio companies. Prior to joining JMI, Sureel was a business analyst at McKinsey & Company. He also worked in sales operations and business development for DoubleDutch, a mobile software company focused on the events space.
I am a Shareholder of Mayer Hoffman McCann P.C. I have been with the Firm since 1999 and have been in public accounting since 1992.
My technical expertise is in providing audit and consulting services to technology and life science companies, both publicly traded and privately held, including many backed by venture capital. I have served as the audit partner on initial public offerings, as well as on innumerable other registration statement filings and 34 act filings. I am also our office’s Attest Practice Leader.
I assist my clients with revenue recognition, purchase accounting, accounting for stock-based compensation, equity and debt instruments, derivatives accounting, and general business consulting enabling clients to make informed decisions on financial reporting matters.
Bruce is the founder and Managing Director of BioMed Ventures. He maintains extensive relationships with world-class institutional investors, entrepreneurs, and executives developed over eighteen years of investing and operating in the biotech sector. Bruce was co-founder and CEO of Rincon Pharmaceuticals from 2004 until its acquisition in 2008; previously he was Chief Business Officer at Anaphore and Head of Corporate Development at Ambit Biosciences. He also served as Vice President in the Venture division of Imperial Bank. Bruce served as or is a Board Observer or Member at: Aegea, Amplyx, Anaptys, Auspex, Breathe, CardioFocus, Celula, Compass, Edge, Genalyte, Histogenics, Laguna, NanoString, NeuroVia, OptiScan, Pathwork, Promedior, Receptos, Suneva, Tracon, and Zosano. Bruce received his Bachelor of Arts degree from Dartmouth College and Masters of Business Administration degree from the Marshall School of Business at the University of Southern California, and he holds the designation of Chartered Financial Analyst.
Randy Socol is focusing his practice on the corporate representation of established and emerging growth companies in the technology, biotechnology, media/entertainment, consumer product, clean technology and medical device sectors and the venture capital firms, corporate and strategic investors and acquirors that finance and/or acquire these companies.
In addition to providing strategic and corporate counseling, his practice encompasses venture capital financings, mergers and acquisitions, debt financings, public offerings, equity and compensation matters and corporate governance.
Randy currently splits his time between DLA Piper’s San Diego and Los Angeles offices and is the Co-Chair of the firm’s US Emerging Growth and Venture Capital practice, as well as a founding member of the firm’s Corporate Venture Leadership Group.
Lori Steele Contorer is the world’s top expert in election modernization, pioneering the adoption of software as a service and bringing proven state of the art technologies, already proven in other mission–critical industries, to make elections more accessible, affordable, transparent and secure. The transformation has begun, and her visionary leadership in business, innovation and elections led to Ms. Steele Contorer being named in 2013 to Fortune Magazine’s 10 Most Powerful Women Entrepreneurs List, a winner of San Diego Business Journal’s Women Who Mean Business Award and her induction into the Bowling Green State University Dallas Hamilton Entrepreneur’s Hall of Fame. Since founding Everyone Counts she has led successful election administration and voting projects in countries including the United States, Canada, the United Kingdom, Bosnia & Herzegovina, and Australia, serving voters located in over 165 countries, as well as for the transition from vote by mail to secure online voting for the iconic Oscar and Emmy awards. Ms. Steele Contorer previously served as Vice President, Investments at Citigroup, specializing in searching out the most game-changing emerging and state-of-the-art technologies globally, and the companies that would lead industry transformation of those innovative technologies best. Steele Contorer’s election modernization expertise and insights is frequently called on by legislators from around the world, and the media, including Time, the Wall Street Journal, CNN, Fox, MSNBC, Politico and The New York Times.
Bringing 25 years of venture experience to a new opportunity with the great team and my good friends at Cooley!
Experienced entrepreneur, manager, investor, board member and civic leader. As an entrepreneur and manager have built start-up financial services companies and re-energized mature non-profit organizations. Have been a board member for 25 companies, including 2 public companies. Currently Chairman of one private company, director of one private company and board advisor to two others.
Court R. Turner, J.D. is President, CEO and Director of Carolus Therapeutics, COO and Director of Afraxis, and Director of Zacharon Pharmaceuticals, each Avalon VIII portfolio companies. Additionally, Court led Avalon’s investment in RQx Pharmaceuticals as its founding CEO and Chairman; is COO and Director of Sova Pharmaceuticals; and a Board Observer of Cardeas Pharma, each Avalon IX portfolio companies.
Mark Wicker, a partner in the Technology Transactions & Privacy practice, advises clients in all aspects of acquiring, developing, commercializing and licensing new technologies and products. He has significant experience structuring strategic alliances, collaborations, joint ventures, licenses, and research, development, manufacturing and distribution relationships, often using novel approaches and pioneering methods that further his clients’ business objectives. His clients range from startups to well-established firms in the life sciences, technology, wireless, social media, clean technology, chemical and material sciences industries.
During his many years of practice, Mark has built a reputation for developing sophisticated business models and formulating business-centric legal solutions to the complex challenges biotechnology and life sciences companies face as they bring novel therapeutics and diagnostics to market. He also works in tandem with colleagues in the area of intellectual property and patent litigation to develop adversarial licensing programs and to negotiate settlement and key licensing agreements. Additionally, Mark has significant corporate experience in such areas as venture capital financing, public securities offerings, and mergers and acquisitions.
Mark regularly speaks and offers commentary on life sciences and technology issues, including startup capital raising and formation and licensing transactions.
Wells Fargo’s Technology, Media, and Telecom (TMT) Group provides innovative financial solutions, a robust suite of banking products and services, and industry expertise to companies across their growth stages – from startups, to middle-market movers, to large corporates. To help our customers succeed globally our industry aligned relationship teams located across the U.S., Canada, Asia, and the UK, support companies in the following specializations: Technology, Business & Transaction Services, Media, Telecom, Fintech, and Clean Tech.
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