Thank you for joining us in San Diego for SVB’s 2014 Leadership Summit. We hope to see you next year!
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Note: Schedule is subject to change.
Speaker: Lindel Eakman, Managing Director, Private Markets, University of Texas Investment Management Company
The CFO and operating partner continue to take a lead role in many firms at managing your LP relationships. In this session, we’ll discuss best practices within LP reporting, what type of communication LPs expect, fundraising trends, and LP/Annual meetings.
Speakers: Mary Dent, founder of dcIQ, and Bruce Wallace, COO of Silicon Valley Bank
Commerce of all kinds (banking, funds management, cash transactions, investments, online purchases, cash as a transaction medium, etc.) are being disrupted by new technologies, and is your firm prepared? We will explore the types of disruptions that can be expected, what they could mean for global commerce, how to prepare for their impact, and whether U.S. regulators will evolve to let new models emerge.
Speaker: Edy Greenblatt, Managing Director of Execu-Care Coaching and Consulting
How can we effectively feel energized, inspired, and restored in day to day work and life? Through the Restore Yourself Workshop, attendees will learn tools to recognize circumstances, interactions, and tasks that drain energy, how to remain resilient in the face of these common depleters, and how to feel reinvigorated by creating a daily practice of strategic restoration.
Speakers: Lindsey Simon, Founder, Simon Compliance and Roy Sroka, CFO/CCO, Wynnchurch Capital
Compliance is a hot topic in our industry and a vital part of your firm. We will discuss the importance of developing a strong compliance culture in today's regulatory environment, SEC reporting and exams, and why the CCO is the hottest commodity on Wall Street.
Speaker: Ashraf Hebela, Director, Enterprise Business Analytics, Silicon Valley Bank
Data analytics is a popular investment area, but is your firm properly leveraging the power of all the data available to you? In this session we’ll explore emerging opportunities, new data sources, and more advanced technology for analytics, trends in analytics, and how CFOs can leverage analytics results.
CPE: Participants attending CPE sessions will earn approximately 1.5 CPE credits per session.
We are pleased to bring you a lineup of session facilitators and speakers for SVB's Leadership Summit. Check back for updates as well.
Mary Dent Founder, dcIQ
Mary is the founder of dcIQ, a consulting firm that helps empower entrepreneurs by providing insight into public policy issues affecting their businesses. Before forming dcIQ in August 2013, Mary served as General Counsel and Vice President of Public Policy for Silicon Valley Bank, the leading provider of financial services to innovative companies and their investors around the world. Before joining SVB, Mary served as General Counsel and Special Counsel for New Skies Satellites, a Netherlands-based company that owned and operated a global satellite communications system. Mary's work with SVB and New Skies built on more than a decade working in and with Washington, D.C., both on the staff of Senator Edward M. Kennedy and as an attorney with Goldberg, Godles, Wiener & Wright, where she advised companies on issues before the Federal Communications Commission. Mary serves on the Boards of Green Dot Corp. and Green Dot Bank, on the Advisory Board of Stanford's Institute for Research in the Social Sciences (IRiSS), and on the Board of All Five, a Bay Area preschool initiative. Mary holds a B.A. in economics from the University of California, Los Angeles and a J.D. from Stanford Law School.
Michael Descheneaux CFO, Silicon Valley Bank
Michael Descheneaux is the chief financial officer of SVB Financial Group,responsible for all finance and accounting functions for the company.
Descheneaux joined SVB Financial Group in 2006. He has extensive accounting and finance, corporate governance and international business experience, which he developed as an auditor and consultant in the financial services and telecommunications sectors.
Prior to joining SVB, Descheneaux was a managing director with Navigant Consulting and head of Arthur Andersen's Financial Services Practice for the Central and Eastern Europe Region, advising large, public and multi-national clients. He was lead audit partner with Andersen's Telecommunications and High Tech Practice in that region, and technical expert partner on U.S. GAAP and GAAS matters. During his time at Andersen, which also included assignments in the firm's U.S. offices, Descheneaux advised clients on a wide range of accounting and finance related issues, including audits of financial statements, SEC filings, restatements, purchase and due diligence investigations, arbitration and litigation support, internal controls, and off-shore investment structures. Descheneaux has provided extensive acquisition advisory services to large banking clients and has served as an expert and consultant in international arbitration disputes related to banking and investing.
Descheneaux holds a bachelor's degree in business administration and graduated cum laude from Texas A&M University. He is a Certified Public Accountant, as well as a member of the Texas State Board of Public Accountancy, the American Institute of Certified Public Accountants, and the Association of Certified Fraud Examiners.
Lindel Eakman Managing Director, Private Markets, University of Texas Investment Management Company
As Managing Director for UTIMCO, Lindel is responsible for overseeing the private investment program. The private investment portfolio represents approximately 25% of endowment assets spread across multiple mandates including venture, growth, buyout and credit investments in developed and emerging markets. Lindel joined UTIMCO upon receiving his MBA from the University of Texas at Austin McCombs School of Business. Lindel previously worked for KPMG, LLP and Stephens, Inc. He attended Texas Christian University for his undergraduate studies in accounting and finance. Lindel is a Certified Public Accountant in the State of Texas and a CFA charter holder. Lindel formerly served as an executive committee board member of the Institutional Limited Partners Association (ILPA), the global trade association representing more than 270 limited partner organizations investing in private equity. Lindel resides in Austin, Texas with his wife and two daughters.
Edy Greenblatt Managing Director of Execu-Care Coaching and Consulting
Edy Greenblatt, PH.D. is an author, motivational speaker, executive coach, entrepreneur, management consultant and scholar. She is managing director of Execu-Care Coaching and Consulting and a senior consultant to Mobius Executive Leadership. Dr. Greenblatt has worked as an Organization practice specialist with McKinsey & Company, and as Assistant Professor at the Center for Effective Organizations at the University of Southern California. She has also had successful careers as a dance ethnologist, television and radio talk show host, performing artist and a circus peanut vendor. Edy is the author of numerous books and articles including here most recent book Restore Yourself: The Antidote for Professional Exhaustion.
Dr. Greenblatt earned her Ph.D. in the joint program in Organizational Behavior at Harvard University and Harvard Business School. She has worked with numerous Fortune 500 companies, entrepreneurial ventures, and individuals on leadership, team effectiveness, communications, women's issues, performance improvement and executive coaching engagements worldwide. Edy currently lives in Santa Monica, California and serves on the board of the Harvard Business School Alumni Association of Southern California and is co-president of its Women's Network. In her free time she still dances, flies on the trapeze, swims and sleeps.
Ashraf Hebela Director, Enterprise Business Analytics, Silicon Valley Bank
Ashraf Hebela is Head of Product Management for SVB Analytics and is responsible for defining SVB Analytics' product roadmap and releases. Some of his responsibilities include, but are not limited to, product positioning, pricing, business development and product strategy.
Prior to joining SVB in 2009, Hebela was Senior Director of Product Management at NorthStar Systems, Inc., where he managed the enterprise wealth management software application for high net worth advisors at Fortune 100 financial institutions. He also worked as a Group Program Manager at Siebel Systems where he was responsible for the technology roadmap and implementation for the Global Services organization. Prior to Siebel Systems, Hebela was a consultant for Accenture.
Hebela earned a bachelor of arts in economics with distinction from Harvard University, and also holds a masters in business administration and global management from Stanford University. He is a BUILD mentor and a member of the CFA Society of San Francisco.
Joseph Sanberg Co-Founder, Aspiration.com & PT Capital
Joseph Sanberg is a public and private sector entrepreneur and investor based in Los Angeles, California. Co-founder of two innovative financial services companies, Aspiration.com and Pt Capital, he is also actively involved in a range of other enterprises including Bright Funds and Blue Apron. He is Chairman of the Board of the Jefferson Awards Foundation.
Mr. Sanberg began his career as an analyst at Blackstone’s Private Equity Group. He joined Tiger Global Management in 2004, becoming a Managing Director during a period of strong performance for the firm. Mr. Sanberg left in 2009 to pursue his current activities. Mr. Sanberg graduated from Harvard, Magna Cum Laude.
Lindsey Simon Founder, Simon Compliance
Lindsey Simon is a security's professional with fifteen years of experience. Ms. Simon specializes in private equity registration, hedge fund registration, mock SEC audits and ongoing compliance management for investment advisors.
She served as a Senior Attorney with the United States Securities and Exchange Commission in the Division of Enforcement, and as General Counsel and Chief Compliance Officer at Carpe Diem Capital Management, a Chicago-based hedge fund. She was an Associate in the litigation department of the Chicago office of Winston & Strawn and also served as a law clerk for the Honorable William J. Bauer of the Seventh Circuit Court of Appeals. Ms. Simon received her B.A., cum laude, from Emory University, and her J.D. from Northwestern University School of Law, where she was Editor-in-Chief of the Journal of Criminal Law and Criminology.
Roy Sroka CFO/CCO, Wynnchurch Capital
Roy Sroka Joined Wynnchurch in 2006. Previously he was the Director of Operations of Chicago Administration and Corporate Services, LLC, a third party administration office of internationally based hedge funds. Roy began his career in public accounting at a regional firm performing audits and preparing tax returns for mid-sized manufacturing and services businesses, then took a position in a private equity organization as the controller and spent the next seven years working with private equity investments and overseeing the accounting of several entities and organizations.
As a certified public accountant licensed in the state of Illinois, Roy has over 16 years of corporate and investment accounting experience. He has been involved in all facets of audit and taxation and as a Director of Operations at Chicago Administration he coordinated the production of over 40 monthly financial statements with combined values in excess of 6 billion dollars.
Bruce Wallace Chief Operations Officer, Silicon Valley Bank
Bruce Wallace is chief operations officer of SVB Financial Group. In this role, he is responsible for leading all bank and non-bank operations and IT services for SVB worldwide.
Previously, Wallace headed SVB's global services group since 2008. In this role, he was responsible for operations, product management, global transaction banking, and service delivery across all of SVB's platforms and supported SVB clients worldwide.
Prior to joining SVB, Wallace spent more than 20 years in a variety of management positions with Wells Fargo & Company. Most recently, Wallace was a senior vice president and manager of Wells Fargo's treasury management operations. He also held prior senior management positions in Retail Banking, Risk and Fraud Operations, ATM Banking, Payment Services, Card Services, and Commercial Banking Operations.
Wallace earned a bachelor's degree in accounting graduating Cum Laude from California State University, Sacramento. He is currently a board director for SVB Securities, SVB Asset Management, SVB India Advisors, SVB Financial Group UK Limited, and the SPDB-Silicon Valley Bank Joint Venture Bank in Shanghai.
He has previously served on the boards for the International Accounts Payable Professionals Association, the Association for Work Process Improvements (chairman), Federal Reserve Cash Advisory Council, the Western Payments Alliance Board of Directors, the New York Clearing House Bank Operations Committee, and the BITS (Banking Industry Technology) Fraud Steering Committee.
San Diego International Airport (SAN)
San Diego International Airport, also known as Lindbergh Field, is the public airport 3 miles northwest of downtown San Diego. Lindbergh Field is 9 miles from Hotel del Coronado and takes approximately 15 minutes to get to. Click here for additional information on the airport.
Hotel del Coronado
Since it was first built more than 120 years ago, the Hotel del Coronado has been a beacon of grandeur and refinement among vacation destinations in Southern California and the world. With its iconic red-shingled roof adding a dash of majestic color to the dazzling azure Pacific coastline, The Del stands as the definitive example of what a luxury resort should be.
Hotel del Coronado
1500 Orange Avenue
Coronado, CA 92118
Book your stay
Book your room by calling the hotel reservations department at 800-468-3533 or book online. As the group booking date has expired (June 28), the conference room rate cannot be guaranteed.
Car rental companies are a short distance from the San Diego airport and car rental shuttles operate regularly from Terminal 1 Center Traffic Aisle and at the end of Terminal 2. For a list of car rental companies please click here.
The Hotel del Coronado is approximately 15 minutes from San Diego International Airport and five miles from the iconic downtown. Silicon Valley Bank has teamed up with Uber to offer a free ride (up to $20) to first-time users during the conference dates!
For first time users:
Receive a free ride, up to $20.
To sign up and reserve use the following link http://www.uber.com/GO/SVBSUMMIT, or download the app, and enter the promo code: SVBSUMMIT
Take advantage of the hotel’s beachside location with these optional morning exercise activities.
Navy SEAL Bootcamp: an Invigorating Morning Workout
What better way to start your morning than with an invigorating, rigorous workout on the picturesque Coronado Beach with the most skilled soldiers on the planet? You will begin the day with a sense of empowerment like you've never felt before. Current or retired Navy SEAL instructors will take you through some of the most durable, tested and effective fitness routines ever created. You will also be treated to an up close and personal question and answer session at the end of your workout, where you'll learn things first hand from the experienced SEALs themselves.
Start your day off with the warmth of the San Diego sun on your face and the soothing sounds of the waves as you prepare to strengthen and tone your body and mind while practicing Pilates on the Beach. The certified Hotel del Pilates instructors will help you focus on smooth movements and proper body alignment. These exercises will help you develop a strong core body (abs & back) while developing increased flexibility, range of motion & stress awareness.
Kidtopia is the Hotel del Coronado’s activities center, ideal for children ages 3 to 11, featuring beach-themed activities and play rooms, underwater murals, funhouse mirrors, computers and more. SVB has exclusively booked Kidtopia on Thursday, July 31 from 9:00 AM - 2:00 PM and 6:00 PM - 10:00 PM for your use. See the full schedule below. Toddler participants must be fully potty-trained. Kidtopia staff will be on-hand Wednesday, July 30 during the conference registration hours to assist with camp sign-ups. There is no need to register in advance for SVB Kids' Camp.
Children ages 11 through 18 may enjoy surf lessons, taught be the Hotel del Coronado's preferred surf school, Gnarly Neal's on Thursday, July 31 from 10:00 AM - 11:30 AM. Wetsuits and surf gear will be provided.
After a morning of surfing, enjoy tournament-style beach games including ladder golf and corn hole. Sign-ups for surf lessons and beach games will be available in the hospitality suite throughout the day on Wednesday. Kids interested in surf lessons must must sign-up on Wednesday.
Should you wish to utilize Kidtopia outside of the SVB provided hours on Thursday, July 31, please contact firstname.lastname@example.org or call 619-522-8815 for reservations. Advance reservations are recommended. Click here for the current schedule.
Kidtopia will be reserved exclusively for SVB during these times:
SVB Kids' Camp and Teens Activity Schedule
Marion's Childcare (Infants & Beyond) is Hotel del Coronado's suggested outside provider for babysitting and in-room hotel care and is available to you. Please call (619) 303-4379 to make your reservation.
SVB Financial Group/Silicon Valley Bank may use photographs or videos of you and other attendees for marketing purposes. If you have questions, please contact us.
Contact Client Services for help with any SVB product or service.
Hours of Operation: 5:00 a.m. - 5:30 p.m. Pacific Time (Monday - Friday)
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