Join us for our Sixth Annual NextGen Summit in New Orleans! Enjoy concentrated professional development sessions, networking events and group 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, expect humidity, the possibility of rain and cool meeting spaces!
Each attendee is welcome to bring a guest. Your guest may join us for the evening events and our Thursday afternoon activity.
Note: Schedule is subject to change
For detailed program descriptions, please visit the Program Content tab.
Rorke Denver Former Navy SEAL Commander & Author
Commander Rorke T. Denver has run every phase of training for the U.S. Navy SEALs and led special-forces missions in the Middle East, Africa, Latin America and other international hot spots. He starred in the hit film Act of Valor, which is based on true SEAL adventures. His New York Times bestseller, Damn Few: Making the Modern SEAL Warrior, takes you inside his personal story and the fascinating, demanding SEAL training program he now oversees. In his second book Worth Dying For: A Navy SEALs Call to a Nation, out April 2016, Rorke will tackle the questions that have emerged about America’s past decade at war–from what makes a hero to why we fight and what it does to us. Up next, Rorke will be seen on FOX’s American Grit, The new series follows 16 of the country’s toughest men and women as they face a variety of military-grade and survival-themed challenges set in the wilderness.
After completing the SEALs’ legendary Basic Underwater Demolition program in 1999 (BUD/S Class 224), Denver began an action-filled 13-year career as a platoon commander and training leader with America’s premier special-operations force. As assistant officer in charge of BRAVO Platoon at SEAL Team THREE, he was deployed to SOUTCOM, the Central and South American Area of Operations, where his platoon was the “alert” SEAL team for maritime interdiction, hostage rescue, counter-insurgency and counter-narcotics. As SEAL officer aboard the USS Bonhomme Richard, Denver led his group’s response to a murderous uprising in the Ivory Coast nation of Liberia, launching advanced-force operations, conducting hydrographic beach reconnaissance and helping to get U.S. Marines safely ashore. At Special Boat Team TWELVE, he started the Maritime Capable Air Deployable Boat Detachment, which specialized in parachuting large assault boats from U.S. aircraft.
In 2006, Denver was officer in charge of BRAVO Platoon of SEAL Team THREE in Iraq’s Al Anbar Province in one of the most combat-heavy deployments of any regular SEAL team since Vietnam. Stationed in Habbaniya, his team conducted more than 190 missions including sniper operations, direct assaults, special reconnaissance and ground patrols. Two of his teammates were killed in action, including Mike Monsoor, who received the Medal of Honor for jumping on a live grenade to save his teammates. Denver’s team has been widely credited with propelling the “Tribal Awakening” that helped to neutralize Iraq’s Shia insurgency. Denver was awarded the Bronze Star with “V” for valorous action in combat.
After returning to the United States, Denver was appointed flag lieutenant to Admiral Joseph Maguire, commanding officer of Naval Special Warfare, traveling to Afghanistan and briefing Congress on SEAL operations. In 2009, he became First Phase officer of SEAL Basic Training including Hell Week, then rose to Basic Training officer. He went on to run all phases of training including advanced sniper, hand-to-hand fighting, communications, diving and language.
Denver is an honor graduate of the United States Army Ranger School. He holds a Bachelor of Arts degree from Syracuse University, where he was an All-American lacrosse player and captain of the varsity lacrosse team. He earned a Master’s Degree in Global Business Leadership from the University of San Diego.
Hope Timberlake Forte Consulting
Hope Timberlake is an executive coach, communication specialist and workshop facilitator who focuses on helping individuals and teams improve their influence and performance. Her workshops and executive coaching focus on persuasive messaging, effective communications, leadership skills, influencing and developing others.
By creating rapport and building trust, Hope successfully coaches clients to excel as communicators and leaders. Her energetic, creative, results-oriented approach makes her training and coaching sessions fun, engaging and impactful.
Debra Bricker Tower Three Partners
Debra Bricker joined Tower Three Partners in March 2015. Debra has over 16 years of private equity and financial management experience. Prior to joining Tower Three, Debra was the Chief Financial Officer at Harvest Partners, LP, a New York-based middle market private equity firm and registered investment adviser with more than $2 billion in assets under management. She also served as Harvest's Chief Compliance Officer from 2011 to 2013. Prior to joining Harvest, Debra was a Senior Accountant at Schroders in New York and Singapore. She began her career at Coopers & Lybrand in its capital markets division.
Eddie Contreras Silicon Valley Bank
Eddie has been working at SVB for six years and has held several leadership roles within the bank. He has 20 years’ experience in security and fraud between both private and public sectors. He has introduced a robust and scalable Cyber Security Program not only at SVB but also at numerous Fortune 100 companies as a consultant for Symantec and Marsh& McLennan. Eddie is also a Warrant Officer in the U.S. Army Reserves focusing on the evolution of cyber threats facing all industries. He has lead international teams dealing with fraud cases through government agencies during peace and war time under a joint task force. He has a bachelors in Information Security and holds numerous certifications in his fields of expertise.
Natalie Jessop Partner, PwC
Natalie has more than 29 years of experience as a CPA providing services to a wide range of companies from venture-backed start-up's to public multinational corporations. She now focuses exclusively on venture capital industry and is the PwC national leader of venture capital tax practice. She represents over 50 venture capital fund groups, with expertise in the tax aspects of fund formation, terms, ongoing operations, and general partners including multi-state and generational issues.
Natalie began her career with the San Jose office of Arthur Andersen where she was a partner working on numerous start-ups and IPO's. She joined PricewaterhouseCoopers as a partner in 2002. She is a member of the American Institute of Certified Public Accountants, the California Society of CPA's, and various other professional and civic organizations. She is a regular speaker at conferences and has published several articles on the US tax aspects of financing transactions and how they apply to the VC/PE industry.
Sandra Kim-Suk Chief Financial Officer, L Catterton Partners
Ms. Kim-Suk is the Chief Financial Officer and Chief Administrative Officer of Catterton responsible for overseeing fund accounting, reporting, operations and analytics and management company accounting and operations.
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.
Lindsey Simon Founder & CEO, Simon Compliance
Lindsey Simon started Simon Compliance in 2010 to provide honest, direct and customized answers to clients seeking to create and maintain cultures of compliance. She believes the role of a compliance consultant is to educate employees and companies on what they need to know to comply with the federal securities laws in general, and with an investment adviser’s compliance program in particular. Experience with a wide range of clients affords her a distinct market perspective and a continually evolving understanding of the changing landscape of compliance, which she is eager to share with her clients. Whether working on day-to-day compliance issues with a firm or preparing an annual review, she’s built a firm that tailors expert work to the needs of her clients and values long- term partnerships and relationships.
Lindsey is a securities professional with over 19 years of experience. She specializes in private equity registration, hedge fund registration, mock SEC audits and ongoing compliance management for investment advisers. 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. Lindsey 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.
Annie Sloyer CFO, Pine Brook
Ms. Sloyer joined Pine Brook in April 2010 and serves as chief financial officer. She has more than 15 years of financial and private equity investment management experience.
Prior to joining Pine Brook, she spent three years as a fund controller with Olympus Capital Holdings Asia, a middle market private equity firm that has invested approximately $1.3 billion in portfolio companies throughout Asia. Ms. Sloyer began her career at PriceWaterhouseCoopers LLP, where she was a manager in the Alternative Investments Asset Management practice.
Ms. Sloyer holds a B.S. in Accounting from Washington University’s John M. Olin School of Business and is a Certified Public Accountant.
Mark Thylin Managing Director, Silicon Valley Bank
Mark Thylin has over a decade of financial and accounting experience within the innovation economy, having spent ten years with Silicon Valley Bank as well as a variety of financial roles with Robertson Stephens Investment Bankers, Level 3 Communications and McKesson Health Solutions.
Currently, Mark runs the Private Equity Services Group for the western half of the Central US, which encompasses an area spanning from the Pacific NW through the Rocky Mountains and into Texas. In this role, Thylin is responsible for building relationships with existing and new venture capital and private equity firms. Prior to his role in Private Equity Services, Thylin ran the Arizona office for SVB which encompassed the greater Southwest Region of the US. During his tenure at the Bank, Mark has worked in multiple SVB offices including Broomfield, Co, Tempe, AZ, Santa Clara, Ca and Menlo Park, Ca.
We’re excited to announce a robust lineup of learning sessions for SVB’s NextGen Professional Development Summit. Check back often for additional session information.
Commander Rorke T. Denver has run every phase of training for the U.S. Navy SEALs and led special-forces missions in the Middle East, Africa, Latin America and other international hot spots. His New York Times bestseller, Damn Few: Making the Modern SEAL Warrior, takes the reader inside his personal story and the fascinating, demanding SEAL training program he now oversees. In his second book Worth Dying For: A Navy SEALs Call to a Nation, which was released in April 2016, Rorke tackles the questions that have emerged about America’s past decade at war–from what makes a hero to why we fight and what it does to us. Commander Denver uses his lessons from training with the SEALs to teach leadership and motivate teams to operate at their highest level.
In the world of finance, the ability to establish trust, create value and leave a lasting impression can be every bit as critical as understanding the numbers. In this experiential 75-minute session, attendees will develop powerful face-to-face communication skills for enhancing their personal brand to create value in every internal and external interaction. People will learn techniques for creating lasting impressions and establishing trust and credibility with different stakeholders, in order to manage their careers more effectively.
As a result of the session, attendees will be better equipped to:
Speaker: Hope Timberlake, Forte Consulting
Organizations are increasingly contracting with vendors to gain a competitive edge, outsource specialized functions, and reduce costs. The success of any vendor relationship goes far beyond ease of use and produce offerings and there are many factors to consider in vetting and bringing on new vendors. There are risks associated with vendor relationships, however, they can be unique and vary depending on the vendor as well as the service or process outsourced.
In this session, we will discuss
Panelists: Annie Sloyer, Pine Brook Road Partners Debra Bricker, Tower Three Partners Sandra Kim-Suk, L Catterton
Moderator: Mark Thylin, Silicon Valley Bank
The US Treasury issued proposed regulations in July of 2015 pertaining to “Disguised Payments for Services”, commonly referred to as “fee waivers”. This session will discuss the proposed regulations including their impact on typical waiver arrangements. It will review current industry reactions and possible modifications to existing waiver programs.
Speaker: Natalie Jessop, Tax Partner, PricewaterhouseCoopers
This session will focus on the world of Cyber Crime. We will dive into the evolution of a cyber-criminals and the money they are stealing. We will also discuss past successful attacks, current attacks, and methods to best mitigate the risk. This will be a discussion that illustrates what this eco-system looks and feels like and ways to detect if you are a target or have been a victim. The content will be insightful to those managing risks, making decisions, and/or have access to large sums of money on behalf of your firm.
Le Méridien is located in the heart of downtown New Orleans, just a few steps from the French Quarter, Harrah’s Casino and The Warehouse District. Book your room today using the below link or by calling the hotel directly. Make sure to mention Silicon Valley Bank to get our special group rate of $229.00.
Le Méridien New Orleans 333 Poydras Street New Orleans, LA 70130 Phone: (504) 525-9444
Le Méridien New Orleans 333 Poydras Street New Orleans, LA 70130 Phone: (504) 525-9444
Thank you to our Advisory Board who is helping create an exciting agenda and meaningful content for our 2016 program.
Ursula Djurickovic, Wynnchurch Capital
Lena Giacomini, Foundry Group
Keith Janosky, Technology Crossover Ventures
Adam Menson, Madison International Realty
Matt Parker, Greycroft
Annie Sloyer, Pine Brook Partners
Last year’s NextGen Summit in Austin was a productive and fun few days. Guests had a chance to learn from industry experts, network with their peers and enjoy recreations activities in a fun place! This year’s program promises to be another memorable experience with some great surprises in store.
5:00 a.m. - 5:30 p.m. Pacific Time (Monday - Friday)
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