The Mid-Atlantic Venture Association Presents Investor Forum2017
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.
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.
7:30 – 8:30 Registration and Continental Theatre lobby
8:30 Program begins: Welcome Theatre
8:45-9:20 State of the Industry Bobby Franklin, NVCA :
Mike Sommers, AIC
Mike Woolette, CVPE
9:20-10:20 Panel of LPS Ed Mathias, Commentary & Moderator
10:20-10:50 Coffee Break & Networking
State of the Industry
Bobby Franklin, NVCA,Mike Sommers, AIC, Mike Woolette, CVPE
LPs and Private Equity Today: A look under the hood of some of latest approaches and trends facing Global Investors Featuring Ed Mathias, Managing Director, The Carlyle Group and Panel Moderator
Reading the “T” Leaves: Taxes, Trade and Transition Bobby Franklin, President & CEO, National Venture Capital Association and Mike Sommers, CEO, American Investment Council
Panelist: Reading the “T” Leaves: Taxes, Trade and Transition
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.
Adena Friedman serves as President and Chief Operating Officer of Nasdaq. In this role, Ms. Friedman is responsible for overseeing all of the company’s business segments with a focus on driving efficiency, growth and expansion. She has P&L responsibility as well as oversight for day-to-day business operations for each of the company’s business units, including Listing Services, Information Services (comprising Index and Data), Technology Solutions (comprising Market Technology and Corporate Solutions) and Global Trading & Market Services.
Ms. Friedman rejoined Nasdaq in 2014 as President, after serving as Chief Financial Officer and Managing Director of The Carlyle Group from March 2011 to June 2014.
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. Ms. Friedman is credited with significant contributions to the strategy and expansion of the organization, helping to create one of the most diversified exchanges in the world today. 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.
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.
Edward J. Mathias
Managing Director, The Carlyle Group
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.
Panelist: Reading the “T” Leaves: Taxes, Trade and Transition
CEO, American Investment Council
Mike Sommers is the President and Chief Executive Officer of the American Investment Council. Prior to joining the AIC, Sommers spent two decades in public service in both the U.S. House of Representatives and the White House.
From Congress to the West Wing, Sommers crafted and executed a wide range of political and legislative strategies centered on the nation’s most pressing issues. Speaker of the House Paul Ryan called him “one of the best people I have come across in public service” and “smart, steady and with unquestioned integrity.” House Democratic Whip Steny Hoyer said he is “well known and well liked on both ends of Pennsylvania Avenue and incredibly talented both as a manager and policy expert.”
Most recently, Sommers was Chief of Staff to Speaker of the House John A. Boehner (R-OH). In this capacity, he was the top staffer in the House of Representatives and advised the Speaker and House leadership on all matters before the Congress. Sommers has been at the center of every major policy dispute in the last decade and successfully negotiated bipartisan compromises on landmark legislation, including the Trouble Asset Relief Program (TARP) in 2008, the resolution of the fiscal cliff in 2013, the Bipartisan Budget Agreement of 2015 and trade promotion authority in 2015.
Roll Call, the newspaper of Capitol Hill, named Sommers one of the top staffers on Capitol Hill for each of the past 10 years and in 2015 named him one of the top 50 staffers in the last 50 years. Sommers has been profiled in Politico, The Hill and National Journal. In 2005, he was selected by his peers to head of the Republican Chiefs of Staff association.
Prior to being named Chief of Staff to the Speaker, Sommers served Boehner in other capacities, including Deputy Chief of Staff, Policy Director, Legislative Director and Press Secretary.
Sommers also served as Special Assistant to President George W. Bush at the National Economic Council at the White House in 2005. In this capacity, he advised the President on agriculture, trade and food policy.
A native of Naperville, Illinois, Sommers is a graduate of the honors program at Miami University in Oxford, Ohio. While an undergraduate at Miami, he was awarded the President’s Distinguished Service Medal – the highest honor given to a Miami undergraduate.
He is married to Jill Sommers, a former Commissioner at the Commodity Futures Trading Commission (CFTC). They have three children and live in Alexandria, Virginia.
Registration Open to MAVA Members, Investment Firms and Invited Guests
Space is limited
* Private Equity, Institutional, Growth and VC Investors: $695 * MAVA Investor Members: First ticket $395 ($195 for each additional ticket) * MAVA Alternative Capital Members: First ticket $395 ($195 for each additional ticket) * MAVA Associate Members: $495 (Limit of 2 tickets per firm) * Growth Company CEOs and CFOs: $595 ($100 Discount for Company members)