SCALING SUMMIT

CEO EVENT

Hosted by

Flybridge Capital Partner's "Scaling" Summit is a one-day event for our portfolio CEOs and Founders that will feature topics and speakers to help guide them as they look to scale and grow their companies. Featured topics include team building, pivoting, customer acquisition, raising growth capital, M&A, corporate partnerships, state of the capital markets and much more.

 

Speakers

    • Marc Brown
    • Microsoft
      • Marc is a General Manager, Managing Director in the Corporate Development Group and Global Head of Mergers and Acquisition and Strategic Investments at Microsoft Corp. He has been employed at the firm since January 2000. Prior to joining Microsoft, Mr. Brown practiced corporate law at a firm in Boston, was a high school teacher and coach and an investment banker in New York. From May 1998 to December 1999, he was an Associate in the Private Equity and Emerging Companies Group of Goodwin, Procter & Hoar LLP. Before that, Mr. Brown was an Associate in the Mergers and Acquisition and Merchant Banking groups at the Union Bank of Switzerland, from 1987 to 1991. He has been an Independent Non-Executive Director for Perform Group plc. since March 9, 2011. Mr. Brown has been a member of Microsoft's Corporate Development Group since January 2000. He is specialized in technology, media, and communication sectors. He serves as a Director of ePals, Inc., Music Choice, Roundtrip Systems, Taldan Capital Partners, TurboHercules SAS and Volition Capital Partners. Mr. Brown is a Member of Advisory Board of Taldan Capital Limited. He served as a Director of Asia Global Crossing, Chyron Corporation, CommVault Systems, Inc., Enterprise Mobile, Inspur Int'l, JCOM, Sendo Holdings plc and Venturcom, Inc. Mr. Brown holds a J.D. degree from Georgetown University Law Center, an M.B.A. in Finance from New York University and a B.A. in Economics from Colgate University.

         

    • Mike Baker
    • DataXu
      • Mike Baker has been pioneering digital media platforms for 20 years and is a widely recognized thought leader in interactive advertising. Before co-founding DataXu, he was vice president at Nokia, where he created and ran Nokia Interactive. Baker came to Nokia through its acquisition of mobile advertising leader Enpocket in 2007, where he was the founding investor and CEO. He has also been executive vice president at Engage Technologies, an innovator in online advertising and behavioral targeting. An active angel investor in digital media, he is currently chairman of the board of Nexage, a mobile advertising solutions provider.

    • Randall Davies
    • PayPal
      • Randall currently serves as the Head of Global Business Development for PayPal Mobile. Previously, he was the Senior Director, Corporate Development / M&A for the company. Prior to PayPal, Randall served as Senior Director, Corporate Development / M&A at eBay and was a Principal for M&A and Strategic Investments at EMC. Prior to that he served in investment roles at Argo Capital, Advent International Private Equity and Global Partners. Randall holds a MBA from Columbia University and a BS in Applied Economics from Cornell University.

    • Mike Ellenbogen
    • Reveal Imaging
      • Mike Ellenbogen is the founder of Reveal Imaging Technologies, a General Catalyst portfolio company that was acquired by Science Applications International Corporation (SAIC) in August 2010. Mike successfully led the company as President and CEO, achieving double-digit growth in both revenue and profitability since its inception. Mike spent more than 15 years shaping the X-ray and explosives detection industry. Prior to founding Reveal, he served as vice president of product and business development for PerkinElmer Detection Systems where he oversaw R&D, engineering, sales and marketing efforts. As director of marketing for Vivid Technologies, Inc., Mike Ellenbogen was instrumental in the transition following Vivid's acquisition by PerkinElmer. At both companies, he was responsible for market research, definition and development of new products and product enhancements. Mike Ellenbogen holds a Physics degree from Colgate University, has been issued 16 patents in the field of X-ray inspection and automated detection technology and has been broadly published within the security industry.

    • Barry Evans
    • Calxeda
      • Barry Evans founded Calxeda in 2008 as its CEO and led the company to raise $48M in one of the most significant fabless semiconductor startup financings in recent history while earning recognition by MIT as one of the 50 most innovative companies in the world. Mr. Evans is an 20 year veteran of the semiconductor industry having held several roles in management, sales and marketing across wireless handheld, telecommunications, embedded servers, and embedded computing applications. Prior to founding Calxeda, he was the VP and GM of Marvell’s Application Processing Business Unit in the Cellular and Handheld Group (acquired from Intel). Mr. Evans was responsible for the Xscale processor (ARM-based) SoC product line, the world’s highest performance handheld processors with revenues exceeding $300 million. Prior to this, Mr. Evans served in GM and Director roles at Intel responsible for customer engagements and product strategies to address the wireless handheld and infrastructure markets. He holds a BSEE from the University of Texas at Austin and an MBA from Boston University.

    • Bruce Evans
    • Summit Partners
      • Bruce R. Evans joined Summit Partners in 1986 and is based in Summit's Boston office. Prior to Summit, he worked in Louisville, Kentucky as a marketing representative for the Data Processing and National Accounts Divisions of IBM Corporation. During his 25 years with Summit Partners, Bruce has served as a director of 26 companies including 12 public companies. He is currently a director of Casa Systems, FleetCor Technologies (NYSE: FLT), Krishidhan Seeds Limited, and Multifonds (IGEFI Group). His previous directorships include Hittite Microwave (NASDAQ: HITT), Hyperion Software (NASDAQ: HYSL, later acquired by Oracle), Jamba! AG (acquired by VeriSign), OPNET Technologies (NASDAQ: OPNT), and optionsXpress Holdings (NASDAQ: OXPS, later acquired by Charles Schwab) Pediatrix Medical Group (NYSE: PDX; later renamed MEDNAX, NYSE: MD) and Renal Treatment Centers (NASDAQ: RXTC). Bruce received a BE in mechanical engineering and economics, magna cum laude, from Vanderbilt University and an MBA from Harvard Business School. Bruce is a current director of the National Venture Capital Association. In addition, he is a member of the Vanderbilt University Board of Trust and a trustee of The Roxbury Latin School.

    • Jeff Lieberman
    • Insight Venture Partners
      • Jeff Lieberman is a managing director at Insight Venture Partners. He joined the firm in 1998 and has worked extensively with consumer internet and application software companies. Jeff has achieved successful exits of multiple eCommerce and software companies. Notable among these are Daily Deal (acquired by Google), GetPaid (acquired by SunGard Systems), Hautelook (acquired by Nordstrom), Paisley (acquired by Thomson Reuters), Nistevo (acquired by Sterling Software), Cadence (merged with AdvantageIQ, now Ecova), Procuri (acquired by Ariba), TicketMonster (acquired by Living Social), and Website Pros (IPO). He currently serves on the board or oversees Insight's investments in Shutterstock, Karmaloop, Threadless, HotelUrbano, Cvent, Ecova, Dealfind, Trivago, Elo7 and HealthcareSource.

        Prior to joining Insight, Jeff was a management consultant at McKinsey & Co, where he focused on strategic and operating issues in the financial services, technology and consumer products industries. Earlier in his career, Jeff worked as a systems consultant for K-Line Trucking, optimizing intermodal transportation networks.

        Jeff received dual degrees in systems engineering and finance from the University of Pennsylvania’s Moore School of Engineering and Wharton School of Business, respectively, where he graduated with honors.

    • David Ludwig
    • Goldman Sachs
      • David is responsible for the Technology, Media and Telecom sectors within Equity Capital Markets. He also co-manages the financing activity across products for those sectors. David joined Goldman Sachs in 1997 as an analyst in the Communications, Media and Entertainment Group within the Investment Banking Division. He became an associate in 1999 and a vice president in 2002. David was named managing director in 2006 and partner in 2010.

        Prior to joining the firm, David worked as an analyst at Smith Barney in the Investment Banking department.

        David earned a BS in Economics from the Wharton School of the University of Pennsylvania in 1996.

    • Douglas Merrill
    • ZestFinance
      • Douglas started his career with a Ph.D. from Princeton and has done lots of different things since then. He worked as a researcher at the RAND Corporation, a security consultant at PricewaterhouseCoopers, and Senior VP at Charles Schwab. Douglas joined Google in 2003, and spent 5 (great!) years there as their CIO and VP of Engineering. He’s a technologist and data junkie at heart, but also loves motorcycles, tattoos, and ’80s music. He cares deeply about people and animals and support a variety of charities related to drug rehabilitation and animal rescue.

    • Andres Moreno
    • Open English
      • Andres founded Open English in 2006. He began his career in his native Venezuela, co-founding Optimal English, a company that provided the Latin American executives of Fortune 500 companies, such as Procter and Gamble, Sun Microsystems, and Cargill, with one-on-one English-language training. He went on to develop innovative technologies and techniques that became the Open English platform. He pursued a degree in product engineering from the Universidad Simón Bolívar before setting his sights on entrepreneurship.

    • Tom Noonan
    • JouleX
      • Tom assumed the role of president and CEO at JouleX in 2010 and also remains a partner at TechOperators, an early-stage investing firm he co-founded in 2008. He is the former chair, president and CEO of Internet Security Systems (ISS), which was acquired by IBM for $1.5 billion. In 2002, President Bush appointed Noonan to serve on the National Infrastructure Advisory Council (NIAC), a White House homeland defense initiative that protects information systems critical to the nation's infrastructure.

        Prior to ISS, Noonan was vice president of worldwide marketing for Dun and Bradstreet Software. After graduating from Georgia Tech with a Mechanical Engineering degree, Noonan joined Rockwell Automation as a systems engineer specializing in real-time process control systems for industrial automation applications. Noonan founded two successful control systems technology companies while residing in Boston: Actuation Electronics, a precision motion-control company and Leapfrog Technologies, a software development environment for real time process control and automation applications.

        In addition to the Mechanical Engineering degree from Georgia Tech, Noonan also holds a Business degree from Harvard. He is active in numerous professional societies and a board member of the Woodruff Arts Center, Georgia Tech Foundation, Georgia Tech’s College of Computing, the Carter Center’s Board of Counselors, Metro Atlanta Chamber of Commerce and Young President’s Organization.

    • Steve Papa
    • Endeca
      • Steve Papa is Chief Executive Officer of Endeca Technologies, which was acquired by Oracle in December 2011. Mr. Papa founded Endeca Technologies in 1999 after recognizing that in this age of overwhelming information overload, the methods available for people to find what they are looking for or get answers are ineffective and inefficient. He has been recognized by his peers for his ability to keep pushing forward when all other business forces have stood in the way and for the momentum he has garnered for Endeca in a relatively short time period. Prior to Endeca, he worked for Inktomi where he was the business lead in charge of creating its infrastructure caching business, which grew to make up 60 percent of Inktomi's revenues. He was also part of the original business team at Akamai. In addition, Mr. Papa was a venture capital associate with Venrock Associates, the venture capital arm of the Rockefeller family, and was responsible for managing AT&T's $500 million high-end enterprise computing system product line. He holds an M.B.A. from Harvard Business School and a B.S. in Operations Research and Economics from Princeton University.

    • Neill Occhiogrosso
    • Investor Growth Capital
      • Neill Occhiogrosso, a Vice President at Investor Growth Capital, has been involved in venture capital for the past six years and in technology startups for over 15 years. At IGC, Neill focuses on big data and cloud computing.

        Prior to joining IGC, Neill was a Principal at Highland Capital Partners, an early-stage venture firm, where he was involved in all stages of their infrastructure investments. Prior to his career in venture capital, Neill worked in various capacities at software startups, most recently as a Product Manager at InnaPhase, which was acquired by Thermo Electron in 2004.

        Neill received a B.S. in Computer Science at Duke University, graduating in three years and publishing research on data structures and computational geometry. Neill also received an M.B.A. from the Wharton School with concentrations in Finance and Entrepreneurship.

        Neill is an aspiring bio-hacker, who cross-trains, meditates and attempts to follow principles of evolutionary nutrition. When he’s not trying to live forever, he is an unapologetic geek who plays video games, programs and studies economics.

    • Brian Paul
    • Tenaya
      • Brian Paul is a Managing Director of Tenaya Capital, and he has been a member of the Tenaya investment team since 1999. In April 2011, Forbes published its Midas List of 2011's Top Tech Investors. Brian was ranked at number 54. Brian was also recently selected as one of the 15 most powerful venture capitalists on the East Coast by Business Insider.

        Previously, Brian worked in Lehman Brothers' Global Technology and Healthcare Investment Banking groups in New York, London and Los Angeles. Within these groups, Brian was responsible for public and private equity offerings as well as strategic advisory assignments. Before joining Lehman Brothers in 1994, Brian was at First Boston, where he was responsible for the purchase and sale of mortgage loan portfolios.

        Brian holds an M.B.A. with distinction from the Northwestern University Kellogg School of Management and a B.S. in economics from the Wharton School of the University of Pennsylvania.

    • Brendan Rogers
    • SRCM
      • Brendan joined SRCM in June 2004, initially serving as an equity and credit analyst on a variety of distressed debt, high yield, bankruptcy, and event driven positions. He currently serves as SRCM's President and is a member of the SRCM Investment Committee. He is also responsible for sourcing, researching and developing investment ideas and trading positions. Brendan is the chair of SRCM's Executive Committee and oversees all aspects of the management company.

        Prior to joining SRCM, Brendan was a Senior Associate with McKinsey & Company where he worked extensively with a number of Fortune 500 companies conducting internal analysis of specific business lines and external analysis of competitors and industry dynamics.

        Brendan graduated from the U.S. Naval Academy in 1990 with a BS in Mechanical Engineering. He spent the following 10 years as a U.S. Navy SEAL and was charged with conducting operations across the globe. Following his naval career, Brendan received an MBA from Harvard Business School in 2002.

    • Paul Santeler
    • HP
      • Vice President and General Manager, Hyperscale Business Unit, Industry Standard Servers and Software Hewlett-Packard Company

        Paul Santeler is vice president and general manager of the Hyperscale Business Unit within the Industry Standard Servers and Software business at HP. In this role, he is responsible for accelerating HP’s growth with the emerging independent cloud and web 2.0 service providers and high- performing computing segments. He is chartered with bringing innovative solutions to market and driving intellectual property into HP’s supply chain, services and outsourced design manufacturer partners.

        Santeler’s career in the technology industry spans more than 30 years, including 15 years at HP and Compaq from 1989 to 2004, where he held key executive positions within the desktop, HP ProLiant server and management software businesses. For the past three years, Santeler served as vice president and chief technical liaison at AMD, where he provided technical strategy, communication and management oversight for the overall HP account. Prior to AMD, Santeler was Foxconn’s vice president of North America operations running the region’s factories and desktop outsourced design manufacturer business.

        Santeler has a Bachelor of Science in electric engineering from Rensselaer Polytechnic Institute in Troy, N.Y.

    • Max Schireson
    • 10gen
      • Prior to joining 10gen, Max spent 7 years at MarkLogic, provider of a database for unstructured information, where he played a variety of executive roles including Chief Operating Officer. Under Schireson’s leadership, MarkLogic ranked as the 4th fastest growing software company in Silicon Valley in Deloitte’s 2008 Technology Fast 50. Prior to MarkLogic, Max spent 9 years at Oracle where he served as Chief Applications Architect and Vice President, ECommerce and Self Service Applications.

    • Will Tumulty
    • Ready Financial Group
      • Will is the Founder of Ready Financial Group, Inc. and serves as its President. Mr. Tumulty joined Capital One in 1999, working in the telecommunications division before becoming the General Manager of a credit and debit card issuing business line. He served for five years as a Navy SEAL in the US. He graduated from the US Naval Academy. He holds MBA and Master's Degree in Engineering from Stanford.

    • Eric Wheeler
    • 33Across
      • Eric is the Chief Executive Officer and co-founder of 33Across, bringing 20 years of experience leading successful Internet businesses to 33Across. Prior to 33Across, he was the CEO of Neo@Ogilvy and Executive Director of Ogilvy Interactive North America. Under his leadership, Ogilvy Interactive's revenue grew five-fold from 2003-2007 working with leading brands including IBM, American Express, TD Ameritrade, Cisco, and Yahoo!. Eric was COO of Carat Interactive and co-founder and President/COO of Lot21, the award-winning digital agency that sold to Carat in 2002. Eric's career includes leadership positions at CNET, Young & Rubicam, and Anderson & Lembke in San Francisco. Eric holds a BA in Political Science and Philosophy from Boston University.

Accommodations

We have a select number of rooms booked at The Liberty Hotel. The reservation is under the name Flybridge Capital Partners. Rates are $329.00 a night. Make sure to book your room by August 20th! To do so, click on the link below: https://www.starwoodmeeting.com/Book/flybridge

  • The Liberty Hotel
  • 215 Charles Street
  • Boston, MA
  • http://www.libertyhotel.com/

Agenda

8:30 - 9:30"Birds of a Feather" Breakfast Roundtables (by invite only)
  • Big Data
  • Healthcare Tech
  • Developer Driven Business Models
  • Marketing and Consumer
  • Fin Tech
9:30 - 10:00Registration
10:00 - 10:30Welcome/State of the Firm
10:30 - 11:45Company Building: Lessons from our CEOs
  • 10:30-10:45  Hiring and Team Building: Andres Moreno, Open English
  • 10:45-11:00  Customer Acquisition, Community and Channels: Max Schireson, 10gen
  • 11:00-11:15  Pivots and Lily Pads: Eric Wheeler, 33Across
  • 11:15-11:30  Navigating M&A: Mike Ellenbogen
  • 11:30-11:45  Raising Growth Financing: Mike Baker, DataXu
11:45 - 12:15Break
12:15 - 1:15Global Capital Markets Keynote and Lunch
  • David Ludwig, Managing Director, Head of Tech, Media & Telecom Equity Capital Markets, Goldman Sachs
1:15 - 2:00Raising Growth Equity
  • Bruce Evans, Summit Partners
  • Jeff Lieberman, Insight Venture Partners
  • Neill Occhiogrosso, Investor Growth Capital
  • Brian Paul, Tenaya
2:00 - 2:30Partnering for Success - Case Study: Calxeda and HP
  • Barry Evans, Calxeda
  • Paul Santeler, HP
2:30 - 3:00Break
3:00 - 4:00Scaling to a Billion Dollar Company
  • Douglas Merrill, ZestFinance
  • Steve Papa, Endeca
  • Tom Noonan, JouleX
4:00 - 4:45Corporate Development Panel
  • Gregg Adkin, EMC
  • Marc Brown, Microsoft
  • Randall Davies, PayPal
4:45 - 5:30Lessons in Leadership and Entrepreneurship from the Navy SEALs
  • Brendan Rogers
  • Will Tumulty
5:30 - 7:00Networking Cocktails with Navy SEALs

Photos

Photos will be posted after the event. Make sure to check back!

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