Join us in beautiful Scottsdale for concentrated professional development sessions, networking and activities tailored just for you, the next generation of financial leaders in the private equity and venture capital industries. We invite you to click through the website to learn more about the event schedule and programming.
Casual...it's the desert after all!
Each attendee is welcome to bring a guest. Your guest may join us for the evening events during the program.
Note: Schedule is subject to change
During Silicon Valley Bank’s 4th Annual NextGen Professional Development Summit we’ll explore your role as a leader, in your firm, your life and your industry. We encourage you to check back for updates to the event programming as we will add additional learning sessions leading up to the event.
Speaker: Kevin Roose
What can eight young Wall Street bankers tell us about the world we live in? Kevin Roose, New York magazine columnist and the New York Times bestselling author of Young Money, followed eight junior workers at firms like Goldman Sachs and J.P. Morgan for three years after the financial crisis of 2008, and got a close-up look at how the crash changed the allure of Wall Street, and altered the priorities of the elite college graduates who have flocked there for decades. From disillusionment and ethical conflict to a new recruiting climate that favors Silicon Valley tech firms over big banks, Roose's investigation revealed the extent to which today's twenty somethings are looking for more than just a big paycheck.
In today’s increasingly competitive environment, what does it take to set yourself apart and effectively get noticed within your company and your industry? How do you successfully self-promote without sending the wrong message? What steps can you take to be your own best advocate? In this session, you will learn practical tips to work outside of you comfort zone and boost your visibility within your firm and ultimately, your industry.
In Venture Capital and Private Equity, there is no shortage of head scratching when it comes to working with LP's. How do we keep them happy? What matters most for reporting and is all moving online? What's the best approach for regular, meaningful communication? During this learning session, we will have a fireside chat with LPs from both PE and VC funds to share their insights on these topics and more.
What do you get when you combine a discussion on efficient approaches for preparing confirms to negotiating with vendors? You get the NextGen Summit Year-End Mashup roundtable where we turn it over to you to talk about the issues that matter most to you during the busiest time of the year. From the usual to the beyond the call of duty items that you’re wondering about, we are giving you time to inquire and inform.
On the table for discussion:
We know you’ve memorized the preamble to the Constitution --- that’s so eighth grade! But do you know the ins and outs of Limited Partner Agreements? Joining us, will be a fund formation attorney. The attorney will present the fundamentals for fund formation and field your questions on the unique nuances that come with it.
Whether aspiring to be the next CFO or striving to work better with the one you've got, our panel of CFOs from PE and Venture Funds will share with us knowledge and tips that might not be discussed around the proverbial water cooler. Topics will include managing up, and down; tips every controller should know for getting noticed at their firm; preparing for the role of CFO, and thinking about the organization on a macro-level.
During this interview-style session Joe Morgan, SVB Asset Management's Chief Investment Officer, and Frank Amoroso, managing director of SVB's Private Equity Services group, will discuss the issues that matter most to the private equity and venture communities - M&As, IPOs, the Fed, current industry regulations, and of course, the economy. Curious about The Joe and Frank show? Get a flavor for the duo on their regular SVBTV series, Following the Fed. See, that wasn't so boring!
Kevin Roose Author and Journalist
Kevin Roose is a business and technology writer for New York magazine and NYMag.com, and the author of the New York Times bestselling book Young Money: Inside the Hidden World of Wall Street's Post-Crash Recruits, an intimate portrait of the lives of eight young Wall Street bankers after the financial crash of 2008.
Previously, Kevin was a reporter for the New York Times, where he covered Wall Street for the business section and for DealBook, the Times’s award-winning financial news site. His first book, The Unlikely Disciple, about the semester he spent undercover as a student at Jerry Falwell's right-wing evangelical school, Liberty University, was released to critical acclaim while Kevin was still in college.
Kevin has appeared on The Daily Show with Jon Stewart, MSNBC's Morning Joe, NPR's Morning Edition, and many other television and radio programs. His writing has also appeared in GQ, Esquire, ESPN: The Magazine, and other publications. He graduated from Brown University, and he lives in Berkeley, California.
Bruce Ettelson Partner, Kirkland & Ellis LLP
Bruce Ettelson, P.C. leads the Firm’s Private Funds Group, which was ranked in 2013 by Chambers & Partners as Tier 1 in the U.S., UK, Asia-Pacific and globally – making Kirkland the only law firm in the world to be considered in the top tier for each of these core jurisdictions for two years in a row. His practice focuses on structuring and forming premier private equity funds and their management companies. Bruce has represented more than 100 private equity firms in the formation of more than 300 private equity funds. He is also involved in the structuring and formation of private equity funds associated with commercial and investment banks; representing investors in making and monitoring investments in private equity funds; representing buyers, sellers, management teams and fund sponsors in their investments in the secondary market; and acting for private equity clients in general corporate counseling.
Bruce was selected as one of "40 Illinois Attorneys Under 40 to Watch" by The Law Bulletin Publishing Company and named as one of "The International Who's Who of Private Funds Lawyers" by Law Business Research Ltd. every year it has been published.The Legal 500 U.S. has recognized Bruce as a leading lawyer in the Private Equity Funds category every year since its first edition in 2007. According to The Legal 500, clients have described Bruce as "a very strong partner, [and a] first choice for fund formation," with an "almost encyclopedic knowledge of private equity." Additionally, Chambers & Partners has ranked Bruce in the top tier for Private Equity: Fund Formation in its Chambers USA guide every year since the introduction of the private equity fund formation category in 2005. Clients have described Bruce as an "absolutely top-notch, dynamite attorney" who "always has his finger on the pulse of the market," according to Chambers.
Bruce is a frequent lecturer, speaker, and panel moderator and has also published numerous articles on private equity and fund formation matters. He currently serves on the University of Chicago Law School Visiting Committee, the Board of the Jewish Federation of Metropolitan Chicago and the Hillels of Illinois Governing Committee.
Jeff Bloom Chief Administrative Partner, August Capital
Jeff has worked in the venture capital and private equity funds industry in a wide range of capacities for almost 20 years. Joining August Capital in May of 2013, Jeff is the most recent addition to the team, and will be managing firm operations and infrastructure, finance, and investor relations and communications.
Prior to joining August Capital, Jeff was most recently a Partner and the Chair of the Venture Capital and Private Equity Fund Formation group at Fenwick & West, advising on all aspects of the structuring, fundraising, regulation and operation of venture capital funds, incubators/accelerators, as well as various custom structured private equity, lending, and technology transfer vehicles. Prior to that, Jeff spent close to a decade on the operating side of the investment fund business, holding a range of roles at various institutional private equity funds, including Senior Advisor at Capital Dynamics, a globally diversified multi-strategy fund-of-funds based in Switzerland, Managing Director, CCO, CFO, and General Counsel at HRJ Capital, a globally diversified multi-strategy fund-of-funds acquired by Capital Dynamics in 2009 and CFO at Storm Ventures, a telecommunications and Internet focused venture capital fund. Prior to his operating experience in the financial services industry, Jeff was a partner at Wilson Sonsini Goodrich & Rosati in Silicon Valley, focusing on venture capital funds, and prior to that, a tax attorney at Paul, Weiss, in New York City, focusing on private equity funds, hedge funds, and mergers and acquisitions.
Jeff has a Bachelor of Science degree from Massachusetts Institute of Technology, a JD from New York University School of Law and an LLM in Taxation from New York University School of Law.
Joe Morgan Chief Investment Officer, SVB Asset Management
Joe Morgan is the chief investment officer for SVB Asset Management. He has nearly 20 years of financial markets experience ranging from portfolio management to strategic consulting. In the past, he has managed fixed income portfolios for the purpose of total return, current income, and liability diffusion. In his current role, Morgan works with a team of credit analysts and portfolio managers that set and execute investment strategy for all of SVB Asset Management's client investments. In addition, he is a member of Silicon Valley Bank's Asset-Liability Committee which is charged with managing the bank's funding and securities investments.
Frequently invited to speak at financial industry events, Morgan is widely sought out for his commentary on issues affecting the economy and investment markets. He is most recognized for his leadership in exiting and speaking out about the substantial risks associated with auction rate securities well before the crisis hit. The Wall Street Journal called Morgan "The Auction Rate Cassandra" once the market started to fail in 2008.
Prior to joining SVB in 2004, Morgan was a senior portfolio manager with City National Asset Management in Beverly Hills, and was responsible for the bank's taxable fixed income total return oriented clients. He also spent seven years with Seneca Capital Management in San Francisco. At Seneca, he was responsible for managing institutional fixed income assets totaling over $5 billion with various return objectives and benchmarks.
In addition, Morgan authors a weekly blog entitled CIO Vantage Point.
Morgan received both his bachelor's and master's degrees in finance from Texas A&M University, and is a Chartered Financial Analyst.
Michael Thomas Senior Consultant, Jetstream HR
Michael P Thomas is an experienced consultant and facilitator specializing in the areas of management coaching, leadership development, team development and behavior, career development, engagement and retention, and business strategy. His business career spans from small to Fortune 200 companies in the medical, hi-tech, and insurance industries and has held service, sales and marketing, and management positions.
Michael provides a unique experience when he facilitates. His strong engagement style, both technical and emotional intelligence, real life examples, and ability to tie the business needs to his trainings make him a content expert who relates extremely well with all levels of course attendees. Michael has an exceptional ability to link course content to business issues and ensures attendees can apply the learning’s to their job.
Sandra Kim-Suk CFO, Catterton Partners
Ms. Kim-Suk is the Chief Financial and Administrative Officer of Catterton Partners. Prior to joining Catterton in mid 2013, she spent over 17 years at Citigroup in various roles including investment banking, capital management and most recently as Chief Operating Officer of their multi-billion infrastructure fund where she was a senior member of the team and concentrated on finance/operations, administration, risk management, and investor relations and fund raising. Ms. Kim-Suk began her career as an investment banker at Salomon Smith Barney where she focused on mergers & acquisitions and capital raising in their Media and Telecom group. Prior to joining Salomon she was at Time Warner Inc. in their Corporate Finance/Strategic Planning group.
Ms. Kim-Suk earned her B.A. in Economics from Smith College and her M.B.A. from Columbia Business School.
Sulu Mamdani Partner, SVB Capital
Sulu Mamdani is a Partner with SVB Capital. He is responsible for leading the group’s direct investment activity in the U.S. and managing venture capital fund investments as well. Sulu brings more than 18 years of private equity, investment banking and operations experience to SVB Capital.
Prior to joining SVB Capital in 2006, Sulu co-founded Mazu Networks (acquired by Riverbed Technology, NASDAQ: RVBD), a network security company backed by Matrix Partners, Greylock Partners and Benchmark Capital. Prior to Mazu, he worked for The Carlyle Group, where he was responsible for managing venture capital investments in emerging technology companies, as well as advising portfolio companies on financial and strategic growth initiatives. Prior to Carlyle, Sulu was with James D. Wolfensohn, Inc., a boutique investment bank and financial advisory firm.
Sulu graduated cum laude with a bachelor's degree in applied mathematics from Harvard College and received an MBA from Harvard Business School.
Sulu and his wife Zahra are passionate about international development. They lived overseas in Mozambique prior to moving to California and they continue to support education and health programs in Africa and Asia. Last summer they introduced their interest to their two young children on a month-long trip to Mombasa, Kenya.
Live it up in the center of it all. Surrounded by exhilarating arts, sophisticated shopping and championship golf, W Scottsdale is near Scottsdale Fashion Square and within walking distance of the Entertainment District and Old Town Scottsdale.
7277 East Camelback Road
Scottsdale AZ 85251
7277 East Camelback Road
Scottsdale AZ 85251
Book your stay. Book your room by calling the hotel reservations department at 888-627-8347 or book online. Please reference Silicon Valley Bank when making your room reservation to the receive conference rate of $209.00. Attendees are responsible for their hotel rooms during and after the conference dates.
All reservations must be received on or before March 24, 2014, 5 p.m.
The W Hotel is approximately 17 minutes from Phoenix Sky Harbor International Airport
First time users will receive a free ride, up to $20.
To sign up and reserve, use the following link: http://www.uber.com/go/nextgen2014
Promo code: nextgen2014
For existing users, Uber will give 20% off of an Uber ride in Phoenix (up to $10) with the following promo code: nextgenplus2014
To redeem, simply apply the promo code to your Uber account prior to taking your ride.
Expires 4/27/14 @ 11:59pm MST
Thank you to our Advisory Board who helped us create an exciting agenda and meaningful content.
Colton Imming, Francisco Partners
Johnna Lesch, Lightspeed Ventures
Joyce Lee, Sierra Ventures
Kristina Huntsberger, Emerald Hill Capital
Rebecca Wargo, August Capital
Annie Sloyer, Pine Brook
Laura Sebastiani, Scale Ventures
Ursula Djurickovic, Wynnchurch Capital
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