John Powers, Managing Director, Managing Director, Fund Staking Business, Credit Suisse
John Powers is a Managing Director in the Asset Management division, based in New York. John is a Co-Head of Anteil Capital Partners, a new Asset Management business initiative focused on investing in asset management general partnership equity stakes. Prior to his current role, John was the CEO and President of the Stanford Management Company (SMC), which manages Stanford University's USD 25 billion in financial and real estate assets. John joined Stanford in 2006 and led the endowment during the global financial crisis and subsequent recovery. Prior to SMC, John served as the Managing Director, Director of Research, and member of the Investment and Management Committees at Offit Hall Capital Management, an investment advisor with more than USD 20 billion assets under management. John received an A.B. from Cornell University and MBA from Standard GSB. He has served on the Boards of Makena Capital Management, the San Francisco Ballet, as well as the Investment Advisory Board of Google, Inc.
Nadine Terman, CEO, CO-CIO, and Founder, Solstein Capital
In 2010, Ms. Terman co-founded Solstein Capital, LLC with J.C. Torres. At Solstein, she oversees both investment and operations functions and leads the firm as a Managing Member. Previously, Ms. Terman was a Partner with Blum Capital Partners and served on its Investment Committee. For over eight years, she invested in both public and private companies and worked extensively with portfolio companies' management teams and boards on business, financial, and governance initiatives. Prior to Blum Capital, Ms. Terman was a private equity Associate with Behrman Capital. She also worked as an Analyst with both Merrill Lynch and Goldman Sachs. Ms. Terman has a B.A. with Honors and with Distinction from Stanford University and was recognized with the Firestone Medal for Excellence in Research and as Phi Beta Kappa. In addition, she earned an M.B.A from the Stanford Graduate School of Business, where she was an Arjay Miller Scholar.
Jim Creighton – Chief Investment Officer, Manifold Partners
Mr. Creighton, who has more than 35 years of investment experience, was the founder of Creighton Capital Management in 2004. He served as the Global Chief Investment Officer at three of the world’s largest global investment management firms: Barclays Global Investors, Deutsche Asset Management and Northern Trust Asset Management. While at Deutsche Asset Management, he devised a new approach to quantitative investing called “Growth Optimal World Equity Strategy”, which was an early version of a global minimum variance strategy and has been operating successfully since 2001. Mr. Creighton was instrumental in the startup of three successful investment organizations. At Trafalgar Capital Management he worked with Nobel Laureate Harry Markowitz to develop minimum variance strategies for Canadian equities. He began his career in the financial industry in 1971 as an actuary with Maritime Life in Nova Scotia, Canada.
Tamas Hevizi, Global Head, SAP Private Equity
Tamas Hevizi is the Global Managing Director of Private Equity at SAP. His organization supports private equity firms and their portfolio companies in all stages of value creation from working capital improvement, supply chain strategies, shared services optimization through IPO and strategic exits. Previously Tamas lead SAP America’s Value Engineering team and supported customers throughout the entire value lifecycle; developing global benchmarks and business cases for technology enabled business transformation. In addition, Tamas also leads the global SAP team supporting projects funded by International Funding Institutions like the World Bank. Earlier Tamas also led SAP’s Value University, a global sales training and performance improvement organization. Prior to joining SAP, Tamas spent over 15 years in the strategy consulting and high technology industries. Tamas was CEO of Zero-Knowledge Systems (now Radialpoint), a Canadian security software company. Previously he was National Partner at Ernst & Young directing the firm’s SAP services in the US and also worked in the M&A and Divestiture consulting services in San Francisco. Earlier in his career he was Vice President of Client Services at Deloitte and Regional Vice President at ICS. Tamas started his career at SAP Asia in Singapore. Tamas holds a Master’s Degree in Economics from Corvinus University of Economic Sciences in Budapest, Hungary and he is also a Certified Management Accountant. He is based at SAP Americas’ Headquarters in Newtown Square, PA. Tamas serves on the advisory board of the Network for Teaching Entrepreneurship, a non-profit dedicated to providing programs that inspire your people in low-income communities to stay in school, to recognize business opportunities and to plan for a successful future.
Basia Terrell, CFA is a Partner and Managing Director of Lapis Advisers LP a boutique investment firm focused on distressed municipal investments based in Presidio, San Francisco. Basia is tasked with sourcing, managing and enabling restructuring of investments with dedicated expertise in healthcare, senior living and infrastructure. Mrs. Terrell has extensive experience with investing in distressed situations, mezzanine loans and equities. Prior to joining Lapis Advisers in 2011, she helped build a $3 billion credit portfolio at Och Ziff Capital Management in London with focus on European, Russian and African credit investments and derivatives. Basia’s previous experience includes investing on behalf of Proprietary Investing Desk of Merrill Lynch in London. She began her career with Houlihan Lokey in distressed M&A practice after graduating with an honors degree in Finance from the University of British Columbia, Canada.
Alex de Winter, Director, GE Ventures
Alex de Winter invests in life science instrumentation and clinical diagnostics startups, leading GE Ventures’ investments in Veracyte (VCYT) and RainDance Technologies. Alex joined GE Ventures from Mohr Davidow Ventures, where he served as a board observer for CardioDx, Corventis, Crescendo Bioscience, DVS Sciences, and Personalis. He started his career as a research scientist with 454 Life Sciences and Pacific Biosciences. Alex has an MBA from UC Berkeley, a Ph.D. in chemistry from Stanford, and graduated from Amherst College.
Bill Halloran, Partner, Bain & Company, Leader in Bain's Private Equity practice.
Bill Halloran is a partner in the San Francisco office of Bain & Company and a leader in Bain's Private Equity practice. Bill joined Bain in 1993 and served as the leader of Bain's Americas Private Equity practice for several years. Bill works with a number of leading global private equity firms on issues of overall strategy, commercial due diligence and post-acquisition value creation. He also leads engagements with corporate clients and has worked in a variety of industries, including telecommunications services, telecommunications equipment, aerospace/satellites, networking equipment, enterprise software and semiconductors. He received an MBA from the Wharton School and a BS in chemical engineering from the University of California at Berkeley.
Jason Phillips, Partner, McKinsey & Company
Jason Phillips is a Partner at McKinsey & Company and Leader of McKinsey's PE Operating Partner/Portfolio Improvement Service Line. His functional focus is on structuring and driving strategic and operational transformations -- incorporating lean manufacturing, procurement and design-to-value -- across a range of industries including aerospace and defense, consumer products, home goods, building materials and industrial components. Prior to joining McKinsey, Jason was a business unit president with Kohler Co. for eight years, where he turned around and repositioned The McGuire Company, a vertically-integrated designer home furnishings company with production operations in two countries and distribution on five continents, driving accelerated, profitable growth. He spent the first decade of his career in Investment Banking, initially in New York with Smith Barney, and subsequently in San Francisco with Montgomery Securities and Wit Capital, providing financing and advisory services to leading growth consumer, retail and consumer technology companies, including many companies in the portfolios of private equity and venture capital firms. Jason earned a BA, cum laude, in Religion and Art History, from Williams College, and an MBA from Harvard Business School. He lives in San Francisco with his wife and two children.
Graham Sullivan, Partner, American Industrial Partners
Joined American Industrial Partners in 1995. Managing Director in the Industrial Technology Group at American Industrial Partners since 1998. Served as a member of American Industrial Partners Leaders in Manufacturing Program. Previously served in general management and engineering positions at Hughes Aircraft, Varian Associates, and Watkins-Johnson Company. Mr. Sullivan graduated magna cum laude from Brown University where he received a Bachelor of Science in Mechanical Engineering. He earned Master of Science degrees in both Mechanical Engineering and Manufacturing Systems Engineering and a Master of Business Administration from Stanford University.
Arif Janmohamed, Partner, Lightspeed
Arif joined Lightspeed in 2008 and focuses primarily on investments in the areas of cloud and datacenter technologies, as well as enterprise mobile and SaaS solutions. Arif is currently working closely with the teams at Avi Networks, Highfive, Netskope, Nutanix, Pertino Networks, ThoughtSpot, Qubole, and Virtual Instruments. He was also involved in several Lightspeed investments which have had successful exits including Edgespring (acquired by Salesforce.com), IO Turbine (acquired by Fusion-io), Memoir Systems (acquired by Cisco), RAPsphere (acquired by AppSense) and StreamOnce (acquired by Jive Software). Prior to joining Lightspeed, Arif worked in the Corporate Business Development group at Cisco Systems where he focused on mergers and acquisitions, strategy, and investments in the Unified Communications, Enterprise Collaboration, Mobile, and SaaS market segments. Before joining Cisco Systems, he was with Novitas Capital, an early-stage venture capital firm. Earlier in his career, Arif worked in technical development and product management roles at WebTV (acquired by MSFT), Andes Networks (acquired by SUNW), and Sun Microsystems. Arif is a charter Member and member of the Organizing Committee for the C100, a non-profit, member-driven organization that supports Canadian technology entrepreneurship through mentorship, partnership and investment. He also foundedWVP Ventures, a student-run venture capital fund, while in business school. Arif holds an MBA from the Wharton School, University of Pennsylvania and a BSc in Computer Engineering from the University of Waterloo, Canada.
Dr. Sunita Mishra, Medical Director of Innovation, Providence Health & Services
Dr. Sunita Mishra is the Medical Director of Innovation at Providence Health & Services in Seattle area. She leads innovation and incubation within the medical group and works closely with the Venture team to identify investment opportunities. Her focus is on creating an optimal care-delivery model and using technology to create efficiencies and patient engagement. Dr. Mishra is an internist by training and also holds an MBA from The Wharton School.
Sumeet Jain, General Partner, LUMA Capital
Sumeet has been intimately involved with entrepreneurship and technology from multiple angles – as a startup executive and operator, an investment banker and an experienced investor.
Aydin Senkut, Founder and Managing Director, Felicis Ventures
Aydin Senkut is the Founder and Managing Director of Felicis Ventures. An original “super-angel” investor, he was named to Forbes’ 2014, 2015 and 2016 Midas Lists, and previously appeared as one of the top 15 tech angels by Businessweek. In March 2016 he was named among the New York Times’ Top 20 Venture Capital Investors Worldwide. Aydin is well-known as an early backer of a number of iconic companies including Shopify (NYSE:SHOP), Fitbit (NYSE:FIT), Adyen, Diffbot, Greenhouse, Credit Karma, Rovio and Vicarious. Over 60 Felicis companies such as Brightroll, Climate Corp, Cruise, Dropcam, Twitch, and Meraki, have been acquired by industry leaders such as Google, Amazon, Cisco, Apple, Microsoft, General Motors, AT&T, Disney, Yahoo and Ebay. His recent focus areas include consumerization of enterprise, next gen financial services, along with AI and machine learning. Prior to starting Felicis Ventures, Aydin was a Senior Manager at Google, responsible for strategic partner development and account management in Asia Pacific (including Japan). Aydin joined Google in 1999 as its first Product Manager to launch Google’s first 10 international sites, its first online search licensing products and its first Safe Search. He then became the first International Sales Manager at Google, responsible for world-wide licensing deals. Before joining Google, Aydin was the Product Manager for Data Visualization and Data Mining software MineSet at SGI. Aydin received a BS in Business Administration with Honors from Boston University. He also earned an MBA in Marketing from the Wharton School and an MA in International Studies from the School of Arts at the University of Pennsylvania. He speaks five languages: English, German, French, Portuguese and Turkish.
Aydin and his wife are Associate Founders of Singularity University, have backed bio-tech research at UCSF and sponsored a scholarship at the University of Pennsylvania. Aydin has also been featured on Businessweek, New York Times, Wall Street Journal, Fortune, and Financial Times Germany.
Ken Ehrhart, founder/General Partner, SunBridge Partners
Ken Ehrhart is a founder/General Partner of SunBridge Partners with a broad investment focus across Internet systems, RFID, sensors, security and displays. Ken co-founded SunBridge partners and its predecessor Equitek Capital, played a significant role in developing the firms’ research-based investment strategy, and has been actively involved across all investments, including Alien Technology, Flarion Technologies, NITV and Viztec. He is currently a member of the the Board of Directors of Alien Technology, NITV, and the nonprofit oceanearth. From 1996 to March 2000, Ken served as the Director of Research for the Forbes published, monthly technology investment newsletter, the Gilder Technology Report. As Director of Research, he was responsible for technology assessment, trend analysis, market research and company evaluation in the areas of semiconductors, computers, displays, software, consumer electronics, Internet, e-commerce, fiber, satellites, wireless, telephony, and cable technologies. In 1993, Ken founded E—Consulting, a technology-focused consulting and research firm offering services that included technology assessment, market research, strategic planning, business development, joint venture formation, mergers and acquisitions. Ken has over 15 years experience in the technical evaluation, testing, installation and maintenance of electronic security systems, including wired and wireless (RF, IR, ultrasonic, and acoustic) intrusion and fire detection sensors, video surveillance, access control, building automation, uninterruptible power supplies and real-time monitoring equipment. Ken graduated with honors in two Bachelors degree programs at UC Berkeley in 1987. He attended the School of Foreign Service at Georgetown University from 1987 to 1989.
Marianne O, CFA – Co-founder, Partner and Portfolio Manager, Lumen Advisors
Ms. Marianne O has twenty years of experience in researching and investing in global and emerging markets debt, stocks and currencies. In 2002, she co-founded Lumen Advisors with Dr. Simon Nocera and is a Partner. She has also been the Assistant Director and fixed income analyst for emerging markets debt at Dresdner RCM Global Investors responsible for analyzing and investing in emerging countries’ sovereign and corporate bonds as well as currencies with focus on Asia. Prior to joining Dresdner RCM, she was working at Tradewinds Financial Corporation as an emerging market analyst. Marianne was at LGT and was Assistant VP at Citicorp International Limited in Hong Kong. Marianne has been voted one of the Top 10 Most Astute Asian G3 Bond Investors in the U.S. in 2008 by The Asset Magazine. She is also the co-chair of 100 Women in Hedge Funds in Northern California. Marianne holds a MBA in Finance from The University of California, Berkeley and a Master of Arts and a Bachelor of Arts (Hons) degree in Economics from The University of Cambridge (UK) and is a Chartered Financial Analyst. She is fluent in Cantonese and is proficient in Mandarin.
Sanjeet Mitra, Managing Director and a co-founder, Sumeru Equity Partners.
Sanjeet Mitra is a Managing Director and a co-founder of Sumeru Equity Partners. He joined Silver Lake Sumeru in 2007, the middle market investment strategy of Silver Lake. Mr. Mitra has nine years of investing and investment banking experience. He continues to maintain responsibility for managing the SLS portfolio. He currently serves on the boards of: Velocity, Cybera. He was previously involved with: i2, Power-One, SMART Modular, Talend. Prior to joining Silver Lake Sumeru, Mr. Mitra worked in the Investment Banking Division at Goldman, Sachs & Co. in San Francisco, where he worked with clients in the industrial, TMT, and healthcare sectors. Mr. Mitra graduated with honors from the University of California, Berkeley with a B.S. in Business Administration.
Xinhua Liu, Chief Marketing Officer, Cheetah Mobile
Xinhua Liu is the Chief Marketing Officer of Cheetah Mobile (NYSE CMCM), the world's leading mobile security and utility app developer. He has led global sales operations, strategic partnerships, investments, M&A, and legal & public affairs teams. Xinhua has 19 years of experience across sales and marketing. He holds a Bachelor of Economics degree from the University of International Relations and an International MBA degree from Peking University in Beijing.
Raj Bharti, Managing Principal, Microsoft
Raj Bharti is a seasoned management consultant and a marketer with deep experience in leading both traditional and digital marketing, demand generation, and Omni-channel development. He has led global programs for Microsoft by collaborating with leading OEMs, chip-makers, and retailers across the US, UAE, Egypt, and Turkey. He holds an MBA from The Wharton School, an MS in Computer Science, and a BA in Mathematics and Economics. Raj will lead a panel on Innovation and Investments in Healthcare at the Capital Summit at 11:00 AM.
Dan Raveh, Principal, Commerce Ventures
VC @ Commerce Ventures, a firm based in SF and focused on the intersection of mobile, payments and retail. Wharton 14' MBA, he spent the one semester at the SF campus. During his first year at Wharton he was part of LLR Partners Software & IT investment team and interned at Google. Prior to Wharton he worked at Viola Private Equity, Israel's largest technological growth equity fund. As part of the fund's deal team he was responsible for every aspect of due-diligence; and worked closely with portfolio companies on M&A opportunities, exit scenarios, and financial reporting. He served 5 years as a team-leader and officer in an elite intelligence unit in the Israeli Defense Forces. Sector focus: Mobile, Payments, Retail, and Business Intelligence.
Michael Kim, founder and Managing Partner, Cendana Capital
Michael Kim is the founder and Managing Partner of Cendana Capital, which invests in seed VC funds. Michael is a member of the LP Advisory Boards of Accelerator Ventures, Bowery Capital, Collaborative Fund, Engineering Capital, Forerunner Ventures, Founder Collective, Freestyle Capital, IA Ventures, K9 Ventures, Lerer Ventures, MHS Capital, Mucker Capital, PivotNorth Capital and SoftTech VC. Prior to the founding of Cendana Capital, Michael was one of the original partners of Rustic Canyon Partners, a venture capital firm with approximately $1 billion under management. In March 2004, Michael was appointed by the Mayor of San Francisco to a 5 year term as a Trustee of the San Francisco Employee Retirement System, a $20 billion pension fund, and served as the President of the board and the Chairman of the Investment Committee. Formerly an investment banker, Michael was with Morgan Stanley's Technology Mergers and Acquisitions Group in Menlo Park. Michael was directly involved with 27 announced transactions worth over $77 billion. Prior to Morgan Stanley, Michael was an associate at The Chase Manhattan Bank in NYC and also worked at IBM. He is an honors graduate of Cornell University, where he served on the Cornell Council, has an MS from the School of Foreign Service of Georgetown University, where he serves on the MSFS Advisory Board, and an MBA from the Wharton School of Business. Michael formerly served on the boards of Lead21, an organization that enables entrepreneurs to advocate free market public policy, and the Pacific Research Institute, a San Francisco-based think tank that champions freedom, opportunity, and personal responsibility for all individuals by advancing free market policy solutions. He is a former Trustee of the Asian Art Museum Foundation, where he served on the Investment Committee, and the former Chairman of the Advisory Board of the Symphonix League of the San Francisco Symphony.
Kalyan Gummadam,Operations Executive, Cerberus Operations and Advisory Company; Co-lead of Procurement Practice.
Kalyan is currently Operations Executive at Cerberus Operations and Advisory Company and Co-leads their Procurement Practice. After joining Cerberus in 2008, he led the development of the Procurement practice and launched multiple operational improvement Initiatives across the Portfolio Companies resulting in over $200MM in savings. Prior to joining Cerberus, Kalyan worked at GE as a Global Sourcing and Operations Leader at their HealthCare division, where he held progressive leadership roles in Manufacturing, Supply chain, Global Sourcing, and also served on Integration teams for several acquisitions focused on supply chain due-diligence. Kalyan graduated from Indian Institute of Technology, Guwahati with a BS in Mechanical Engineering. He also earned his MS in Mechanical & Aerospace Engineering from Illinois institute of Technology and an MBA from University of Chicago Booth School of Business.
Arvind Rajan, CEO of Cricket Health
Arvind is the CEO of Cricket Health, a health care startup company based in San Francisco that is focused on improving the lives of patients with chronic kidney disease. Prior to co-founding Cricket Health, Arvind spent many years on the executive leadership team of LinkedIn in several roles, including leading the company's expansion into new markets around the world.
Alana Aldag Ackerson, Managing Partner, Signum Investments, LP
Alana is Managing Partner and President of Signum Investments, a quantitative and fundamental equity investment firm. Previously, she served as CEO of The Thiel Foundation, where she led the organization’s efforts to support the next-generation of entrepreneurs and to promote radical scientific and technological innovations, and as President and founding Partner of Cabezon Investment Group. Alana has also served as Vice President of Social Engagement for SoFi Inc. and as a Director of Clarium Capital Management. Alana sits on the Board of Directors for Opportunity International and the Board for the Association of Women in Alternative Investing. She has sat on the Board of Directors for Stanford Student Enterprises, the Executive Committee of Breakout Labs and the San Francisco Committee for the International Justice Mission. Alana holds a B.A. with Honors in Science, Technology and Society from Stanford University. She received her M.A. in Philosophical and Systematic Theology from the Graduate Theological Union. Alana earned a Diploma in the Art of Spiritual Direction from San Francisco Theological Seminary, where she is currently a candidate for a Doctorate of Ministry degree. She serves as a Senior Fellow at the Newbigin House of Studies.
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