Investor Forum 2017 2017-11-28T16:40:27+00:00
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The Mid-Atlantic Venture Association Presents
Investor Forum 2017
March 3, 2017
7:30am – 2:00pm

The event of the year for active investors in the Mid-Atlantic Region and beyond.

What is the Investor Forum?

A half-day forum designed specifically for the investing community to come together around thought leadership focused on the latest financial and global market and investing trends. Consistent with Capital Connection’s 25-year reputation for quality and innovation, the 2017 edition of Capital Connection will bring together a diverse group of investors and LPs from the US and Canada with interests across industry sectors.

In partnership with the Embassy of Canada, this expanded Investor Forum 2017 will provide a content-rich agenda of topics of direct importance to firms with investment interests in growth enterprises in North America. The Investor Forum will be open to MAVA members, LPs, family offices, growth and private equity investors and special guests from across the US and Canada. The agenda will provide a platform for a thought-provoking discussion of current topics and trends in financial markets.

Who should attend the Investor Forum?

The Investor Forum will be open to MAVA members, LPs, family offices, growth and private equity investors and special guests from across the US and Canada. This investor-focused program will begin with a briefing on the State of the Industry followed by an in-depth industry panel discussion, moderated by Ed Mathias, Managing Director, The Carlyle Group, which will delve into some of the most important topics of the day as seen through the lens of US and Canadian LPs, representing different models and approaches for investing. The Forum will conclude with a Luncheon Keynote featuring insights from the President and incoming CEO of Nasdaq, Adena Friedman, on the technology trends that are shaping the world of finance. Beyond these top caliber presentations, we look forward to fostering new connections among participating investors anticipated to be in attendance.

Venue
Agenda
Speakers
Sponsors

Hosted in Partnership with

Canada

501 Pennsylvania Ave. NW
Washington, D.C. 20001-2111

Since its completion in 1989, the Canadian Embassy in Washington, DC, has been envied for its location and admired for its architecture. But the building also reflects Canada’s commitment to protecting our environment. That commitment — whether improving energy efficiency, reducing water use, curbing emissions or raising awareness about environmental issues — is manifest in a number of exciting Embassy initiatives.

The Embassy is located in next to the Newseum across from the National Gallery of Art and is a five minute walk from the metro station Archives-Navy Memorial-Penn Quarter station on the Green and Yellow lines. Stay tuned for parking information.

Agenda

Registration

7:30-8:30am
Continental Breakfast

State of the Industry

Reading the T-Leaves: Taxes, Trade and Transition under the New Administration

National Venture Capital Association, American Investment Council and Canadian Venture Capital Association

LPs and Private Equity Today

A look under the hood of some of the latest approaches and trends facing Global Investors
Led By: Ed Mathias, Managing Director, The Carlyle Group

New Investment Models

A Panel Discussion featuring Revolution Growth, JMI and more.

Luncheon and Fireside Chat

With Adena Friedman, CEO, NASDAQ

Scheduled Speakers Include

Friedman

Adena Friedman

CEO, NASDAQ

Technology: Trends That Will Shape the World of Finance

Adena Friedman assumed the role of President and Chief Executive Officer of Nasdaq on January 1, 2017 and is a member of the Board of Directors. Ms. Friedman brings more than 20 years of industry leadership and expertise and is credited with significant contributions that shaped Nasdaq’s strategic transformation to a leading global exchange and technology solutions company with operations on six continents.

Prior to her appointment as Chief Executive Officer, Ms. Friedman served as President and Chief Operating Officer of Nasdaq throughout 2016 and was responsible for overseeing all of the company’s business segments with a focus on driving efficiency, product development, growth and expansion.

Ms. Friedman rejoined Nasdaq in 2014 as President to oversee the technology, information, and corporate businesses that comprised over two-thirds of Nasdaq’s revenues. Prior to her return, she served as Chief Financial Officer and Managing Director of The Carlyle Group from March 2011 to June 2014, and played a significant role in taking the company public in December 2012.

Before Carlyle, Ms. Friedman was a key member of Nasdaq’s management team for over a decade, serving in a variety of roles including head of the company’s data products business, head of corporate strategy, as well its Chief Financial Officer. She played an instrumental role in the company’s acquisition strategy, overseeing the acquisitions of INET, OMX, and the Philadelphia and Boston Exchanges. She originally joined Nasdaq in 1993.

She has been outspoken on the topic of women in leadership and is an avid supporter of mentoring and career opportunities for women in the financial services industry. She is also an advocate for financial literacy and education and has served on the Board of the Greater Washington, D.C. Chapter of Junior Achievement, a non-profit that supports youth in their journey to financial independence.

Ms. Friedman earned an M.B.A. from Owen Graduate School of Management, Vanderbilt University, in Nashville, Tennessee. She holds a B.A. in political science from Williams College in Massachusetts.

Abrams

Steven Abrams

Partner, IT Venture Fund, Business Development Bank of Canada

Reading the T-Leaves: Taxes, Trade and Transition under the New Administration

Steven Abrams is Partner in the IT Venture Fund. He joined BDC in 2001, after almost nine years in investment banking with Scotia McLeod and two years as CFO of an interactive advertising agency.

As Director of Corporate Finance at Scotia McLeod, he participated in many IPOs, privatizations, M&A advisory mandates, and equity and debt financings for companies in sectors including technology, transportation and telecommunications. He previously worked for an Internet company, where he raised a first round of venture capital, did three acquisitions, established two start-ups, and helped grow the company from 20 to 145 people.

Steven is a board director or observer with BDC portfolio companies: Hopper, Immunio, Salesfloor, Coveo, Sonder, Crew/Unsplash, mldb.ai, Mightycast, Vantrix and Trumpet Behavioral Health (which acquired Virtual Expert Clinics). He was also active on the board of past investments: Invidi (AT&T, Dish, WPP), Guestful (Tacit), Beyond The Rack, Bunch (VarageSale), Bluestreak (Espial), Third Brigade (Trend Micro) and Max-T (Avid). Steven is a charter member of the C100.

Steven holds an MBA in Finance from Cornell University and a Bachelor of Science in Mathematics and Computer Science from McGill University.

Bailey

Bronwyn Bailey, Ph.D., CAIA

Vice President Research and Investor Relations, American Investment Council (AIC)

Reading the T-Leaves: Taxes, Trade and Transition under the New Administration

Bronwyn Bailey directs the research program and industry outreach at the American Investment Council, the private equity trade association. Her knowledge leadership supports communications about private investment and market dynamics.

Bailey has led high profile, strategic initiatives throughout her career. Prior to joining the AIC, she managed an analytics team at BlackRock to optimize distribution strategy for iShares ETFs. She was formerly the research director at SVB Capital, where she assessed venture investment opportunity and monitored a $1B fund portfolio. Bailey also advised the Institutional Limited Partners Association (ILPA) as an external consultant to develop benchmarks measuring private equity fund performance.

Bailey began her career as a management consultant advising international corporate clients. She conducted financial and economic analysis in support of commercial litigation at PricewaterhouseCoopers in Los Angeles and provided strategic recommendations to telecommunications and media companies while at Gemini Consulting in London. She has authored numerous publications, including articles for The New York Times and Pensions & Investments, and is a frequent speaker at investment conferences.

Bailey graduated magna cum laude from Cornell University and earned a doctorate from the University of California, Los Angeles. She is a CAIA charter holder.

Yang

Janet Yang Devinney

Investment Director, Kamehameha Schools Endowment

LPs and Private Equity: A Look Under the Hood at Some of the Latest Approaches Taken by Global Investors

Janet Yang Devinney is the Investment Director at the educational non-profit Kamehameha Schools Endowment. She focuses on the Private Investment effort for the Endowment.  Prior to Kamehameha, Janet was on the GP side where she was a partner at Novak Biddle Venture Partners for over 7 years focusing on education technology and big data analytics. Janet also spent 10 years working in Asia where most recently she was the CFO of the Internet Services and China IT subsidiaries of PCCW, the largest telecommunication company in Hong Kong. Janet is a graduate of Stanford University’s electrical engineering department and started her investment career on Wall Street as an Equity Research Analyst for Merrill Lynch and later Salomon Smith Barney/Citigroup where she was a top ranked energy analyst by Institutional Investors.  Janet has worked and lived in New York, Hong Kong, Tokyo, Shanghai, Beijing, London, San Francisco, Washington DC, and Honolulu.

Background on Kamehameha Schools:

The Kamehameha Schools were established in 1887 by the will of Bernice Pauahi Bishop, a Hawaiian princess. The Princess was the last royal descendant of King Kamehameha the Great, who had united the islands as one kingdom a century earlier. She bequeathed her Kamehameha dynasty lands to provide educational opportunities for Native Hawaiian people in perpetuity.

Today, Kamehameha works to fulfill the Princess’s vision. We are the largest independent school in the United States, serving 6,500 students on three K­12 campuses and thirty preschools. Kamehameha is also the largest private funder of public education in Hawaii, impacting tens of thousands of Native Hawaiian learners beyond our campuses. In all, we deploy $400 million annually for our educational mission.

Our $11 billion+ endowment provides nearly all of the financial support for Kamehameha’s mission though our global portfolio of managers investing in stocks, bonds, absolute return strategies, private equity, venture capital, and real assets.

Franklin

Bobby Franklin

President & CEO, NVCA

Reading the T-Leaves: Taxes, Trade and Transition under the New Administration

Bobby Franklin is the President & CEO of the National Venture Capital Association (NVCA) whose membership includes thousands of individuals that invest in the entrepreneurial ecosystem and guide the formation and growth of innovative startup companies. With over 25 years of experience in advocacy and public policy in our nation’s capital, Bobby took the helm of NVCA in September of 2013 after nearly a decade at CTIA – The Wireless Association, where he first served as head lobbyist and then spent the next eight years as the association’s Executive Vice President. Prior to joining CTIA, Bobby worked for wireless provider Alltel Corporation as both their lobbyist and then head of the company’s Washington office. An Arkansas native, Bobby got his start in Washington working in the U.S. Senate for Senator David Pryor of Arkansas.

Mathis

Edward J. Mathias

Managing Director, The Carlyle Group

LPs and Private Equity: A Look Under the Hood at Some of the Latest Approaches Taken by Global Investors

Edward J. Mathias is a Managing Director of The Carlyle Group and a member of The Firm’s Board of Directors.

Prior to joining Carlyle in January 1994, Mr. Mathias was a member of the Management Committee and Board of Directors of T. Rowe Price Associates, Inc., a major investment management organization. He was instrumental in the founding of The Carlyle Group and assisted in raising the firm’s initial capital. Mr. Mathias serves as an advisor to senior management and is a member of the Investment Committees for Carlyle Growth, Asia Growth, European Technology, Middle East Northern Africa (MENA), Mexico Buyout, and Sub-Saharan Africa Funds.

Mr. Mathias holds an M.B.A. from the Harvard Business School and an undergraduate degree from the University of Pennsylvania where he currently serves as a Trustee Emeritus.

Murray

Steve Murray

Partner, Revolution Growth

New Investment Models: A Panel Discussion

Steve Murray joined the Revolution Growth team as a partner in 2016 with over 25 years of experience with high growth technology businesses. He joined Revolution from Softbank where he worked effectively for nearly 20 years with some of the most important technology companies of our generation including Yahoo, Etrade, GeoCities, Ziff Davis, GSI Commerce, Buzzfeed, Criteo, Fitbit, xAd, Kabbage and many others.

He also was a partner and managing director at Softbank Capital where he coordinated and organized the operations of the team’s venture activities across multiple funds, geographies and investment agendas. Steve has served on the Board of Directors of both public and private companies and has extensive experience in fundraising, M&A, operations and all levels of corporate governance.

Steve started his career at the international accounting & consulting firm, Deloitte, and graduated from Boston College with a degree in Accounting.
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Nye

Bob Nye

General Partner, JMI

New Investment Models: A Panel Discussion

Bob Nye joined JMI in 2005 and is based in Baltimore. He is currently a director of Adknowledge, Benevity, and DoubleVerify. Bob also supports the firm’s investments in BrightLine, EMS Software, and Paradigm. He is a member of the Mid-Atlantic Venture Association (MAVA) Board of Directors. Prior to joining JMI, Bob was a consultant with Bates White, an economic consulting firm focused on econometric and statistical modeling. He graduated from Princeton University with an AB in Economics and a Certificate in Finance.

White

Christopher Walker

Principal, HarbourVest

LPs and Private Equity: A Look Under the Hood at Some of the Latest Approaches Taken by Global Investors

Christopher Walker joined the Firm in 1998 as an associate in the secondary partnership group. In 1999, he joined the primary partnership group and has focused most of his efforts on US venture capital and buyout investments. Chris also has extensive experience working on the healthcare sector, as well as primary partnerships in Canada. He currently serves on the advisory committees for partnerships managed by Caltius Capital Management, Camden Partners, Columbia Capital, Essex Woodlands Health Ventures, Galen Associates, Genesys Ventures, Georgian Partners, Information Venture Partners, Mission Ventures, Sanderling Ventures, Valhalla Partners, Vector Capital, and The Wicks Group.

Previously, Chris served as a pilot in the United States Navy for 11 years, flying the P-3 Orion aircraft, and achieved the rank of Lieutenant Commander.

He received a BS in Finance from Providence College in 1986 and an MS in Finance from the Carroll School of Management Program at Boston College in 1998.

White

Gillian B. White

Senior Associate Editor, The Atlantic

Additional information coming soon

Gillian B. White is a senior associate editor at The Atlantic where she covers a broad range of topics related to economics and business (including markets, housing, poverty, and work culture). White also oversees The Atlantic’s Next Economy project, which focuses on telling stories about the economic well being of cities around the country. She appears frequently on the Marketplace Weekend segment: Long and Short with Lizzie O’Leary, and acts as a moderator and speaker for Atlantic Media’s events division. She has also appeared on PBS, CBS, NPR, and a host of other broadcast programs to discuss her work and financial and economic news.

Previously White was an editor at Kiplinger. She has also written for publications such as The New York Times, Bloomberg and MarketWatch.

Prior to a career in journalism, White spent several years working in the financial industry, first at large investment banks, and then as a consultant working with capital markets clients. She held Series 7 and 66 certifications.

White holds a BA in economics and political science from Columbia University and an MS in journalism from Northwestern University’s Medill School, where studied business and economics journalism and was the recipient of the prestigious McCormick scholarship.

She currently resides in Washington DC.

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