The Registration form for meeting 'JPMorgan Chase Orange County Technology Think Tank 2016' is no longer available for completion as of Thursday, September 08, 2016 12:00 PM (GMT).

 

Welcome

The innovation and technology landscapes are ever-changing. Entrepreneurs, executives, directors, and strategic investors alike continue to struggle with how best to maximize the value of their products and businesses, and fund growth across multiple stages of a business’ life cycle. As a result, we are seeing a greater focus on local innovation communities, with entrepreneurs, executive teams, and boards of directors taking a more sophisticated and deliberate approach to leverage multiple strategic and finance partners.

We are delighted that you are joining us and a select group of Orange County technology leaders in supporting the evolution of the Orange County innovation and technology community (known as the Silicon Cove), and to better understand the ever changing landscape and to navigate the hurdles.

This inaugural JPMorgan Chase Orange County Technology Think Tank gives us a chance to come together and share our perspectives. We thank you for your participation.

Ian Leisegang
Executive Director, J.P. Morgan Private Bank, Co-Lead
Orange County Technology Industry Vertical

Roddy Teeple
Executive Director, J.P. Morgan Technology Banking, Co-Lead, Orange County Technology Industry Vertical

Agenda

Subject to change




Thursday, September 8

4:30pm – 5:00pm Guest Registration and Welcome Reception

Introductions – Event Co-Chairs
Ian Leisegang
Executive Director, J.P. Morgan Private Bank, Co-lead Orange County Technology Industry Vertical

Roddy Teeple
Executive Director, J.P. Morgan Private Bank, Co-lead Orange County Technology Industry Vertical
5:00pm Welcome Remarks
Joe Walker
Vice Chairman, J.P. Morgan Investment Bank
5:15pm – 5:45pm Panel Discussion: Disruption
Moderator:
Adam Carson
Executive Director, JPMorgan Chase Global Technology Strategy & Partnerships

Panelists:
Mo Alkady
President, Hart

Eric Basu
Founder and Chief Executive Officer, Sentek Global

Bob Chickering
Managing Member, Environmental Treatment

Alex Hern
Chairman and Chief Executive Officer, Tsunami VR; Founding, Development and IPO of Inktomi, Yesmail, Arcsight and RedCap Cloud

5:45pm – 6:00pm Q&A
6:10pm – 6:45pm Panel Discussion: Capital Raising
Moderator:
John Collmer
Executive Director, J.P. Morgan Private Capital Markets

Panelists:
Dave Cozzens
Chief Executive Officer, Telogis

Craig Elliott
Executive Vice President, Craddlepoint; Founder & Chief Executive Officer, Pertino Networks; Chief Executive Officer, Packeteer; Head International Sales, Apple

Bob Phillippy, Chief Executive Officer, Newport Corporation; Director, MKS Instruments; Director ESCO Technologies

Russ Stern
Chairman and Chief Executive Officer, Solarflare; President and Chief Executive Office, JNI Corp; Chief Operating Officer and General Manager, Quantum/ATL; President and Chief Executive Officer, Escrow.com; Co Chief Operating Officer, Western Digital

6:45pm – 7:00pm Q&A
7:00pm – 7:30pm Closing Remarks and Networking Reception

Speakers


Eric Basu

Eric Basu

Founder and CEO
Sentek Global

Eric Basu

Founder and CEO
Sentek Global

Mr. Basu is a former U.S. Navy SEAL Commander who graduated from San Jose State University with a Bachelor of Science in Molecular Biology and holds an EMBA from the Anderson Graduate School of Management (UCLA).

Mr. Basu is a serial entrepreneur across several industries, but primarily focused upon technology and cybersecurity. He launched Sentek Global out of his home in 2001 with the goal of providing innovative technology solutions for the Department of Defense. In 2007 Mr. Basu made a strategic shift to focus on cyber security issues, recognizing the inherent security danger that came with the burgeoning consolidation of all things networked. Mr. Basu was also the founder and President of Global Entertainment Security, a company that leveraged technology solutions to combat intellectual property piracy in the entertainment industry.

His leadership is a key reason for the company’s perennial listing in the annual Inc. 5,000 list. He was a finalist for Entrepreneur Magazine’s Entrepreneur of the Year in 2012 and 2014, and selected as San Diego Business Journal’s Most Admired CEO in 2015.

Jamie Dimon

Adam Carson

Executive Director
JPMorgan Chase Global Technology Strategy & Partnerships

Adam Carson

Executive Director
JPMorgan Chase Global Technology Strategy & Partnerships

As part of the Global Technology Strategy & Partnerships Team, Adam is focused on assisting with digital strategy and facilitating strategic and emerging technology vendor relationships, while staying connected to the startup ecosystem. Areas where he is currently focused include online & mobile banking, digital financial services, digital marketing, social media, ecommerce and digital payments.

Adam joined JPMC in 2012 from eBay, where he led strategy and business development on the Global Shipping Team. Prior to eBay, Adam worked with Bain & Company as a Consultant focused on the internet and ecommerce sector. Adam started his career as an investment banker with Morgan Stanley; he then transitioned into a technology role and led the firm’s internet and social media strategy.

Adam has an MBA from Tuck School of Business where he was a Tuck Scholar and a Center for Digital Strategies Fellow, and a B.S.E. in mechanical engineering from Duke University.

Bob Chickering

Bob Chickering

Managing Member
Environmental Treatment

Bob Chickering

Managing Member
Environmental Treatment

Bob Chickering is the Managing Partner for Environmental Treatment LLC, and a key team member of Advanced BioCatalytics Corporation.

Bob earned a Master of Arts and Master of Business Administration from Michigan State University. He has successfully led several corporations, including Santa Barbara Aerospace, Inc., American Enviro Products, Inc., The Cotton Buds Company, Chickering/Howell Advertising, a consulting firm and Cunningham & Walsh Advertising, Inc. Bob spent several years in New York and Los Angeles with Cunningham and Walsh Advertising as vice president and director of account management for American Home Products.

Bob then switched his focus towards entrepreneurial endeavors and founded the Cotton Buds Company and American Enviro Products, which manufactured and sold the first biodegradable, disposable diapers. He later sold both firms.

Environmental Treatment, LLC markets Advanced BioCatalytics Corporation’s green cleaning products. Advanced BioCatalytics Corporation is an industrial biotechnology company focusing on the discovery of its Protein-Surfactant Synergists based chemistry for use in cleaners, wastewater treatment, environmental remediation and other applications.

Bob is married with three children and five grandchildren. In his spare time, Bob enjoys, art, music, theatre, skiing and college basketball.

John Collmer

John Collmer

Executive Director
J.P. Morgan Private Capital Markets

John Collmer

Executive Director
J.P. Morgan Private Capital Markets

Mr. Collmer runs J.P. Morgan's West Coast Private Capital Markets team and is involved in all phases of private finance including origination, structuring, pricing and distribution. Mr. Collmer brings an extensive network of private and public investors along with a deep understanding of the equity markets and equity capital formation.

Mr. Collmer joined J.P. Morgan in 2006 and prior to his current position he served as the Head of Global Equities in Boston whereby he was responsible for developing and executing the Firm’s strategy in the region.

In addition to his leadership responsibilities, Mr. Collmer also served as the senior account manager on Fidelity, Wellington, MFS and Putnam. Prior to J.P. Morgan, Mr. Collmer earned his CPA while a member of Ernst & Young's Advisory Service Group. Mr. Collmer received his BA in Accounting from the University of Massachusetts at Amherst. Outside of work he enjoys the precious time with his wife Jill, their children Annabelle and Pierce, and their Golden Retriever Dunkin.

Dave Cozzens

Dave Cozzens

Chief Executive Officer
Telogis

Dave Cozzens

Chief Executive Officer
Telogis

Mr. Cozzens joined Telogis from Novell Corporation where he served as the vice president of operations for Novell Americas, a $500 million business encompassing the U.S., Canada and Latin America and led the company to its strategic sale to Verizon in July 2016. Prior to this role, he held a number of senior executive positions at Novell including area vice president and general manager for the Midwest and Federal businesses as well as the vice president of North America Consulting. Mr. Cozzens was also vice president of consulting at Cambridge Technology Partners (CTP) prior to that company's acquisition by Novell. Mr. Cozzens also launched and led CTP's Strategy Management Consulting practices in the U.S. and Europe.

Mr. Cozzens earned a Bachelor of Science in mechanical engineering from the University of Tennessee and a Master of Business Administration in international business from the Vienna School of Economics (Wirtschaftsuniversität Wien)/University of South Carolina.

Craig Elliott

Craig Elliott

Executive Vice President
Craddlepoint

Craig Elliott

Executive Vice President
Craddlepoint

With 30 years of experience in early and growth stage companies, Craig Elliott is a technology executive with a history of building disruptive networking companies into market leaders.

Craig’s career in the Silicon Valley began in 1985, after he was named the top salesman of Apple Computer while working for a reseller just out of college. Instead of a bonus or a standard letter of recognition, Craig won a brand new Porsche from Steve Jobs and was later offered a job at Apple. Craig accepted both and moved to Cupertino to begin his career as a network expert and entrepreneur in Silicon Valley. In California, Craig spent 10 years at Apple where he held several senior network-related product and international marketing positions.

Following his tenure at Apple, Craig joined the founders of Packeteer, an innovative networking startup, to become employee number three and the company’s first CEO. Craig led Packeteer through an IPO and a billion dollar valuation. His work at the company laid the groundwork for the WAN Optimization Controller market that is now a multi-billion dollar industry. Packeteer was sold to Blue Coat in 2008.

As co-founder and CEO of Pertino, Craig leads a team of networking experts with a mission to redefine networking for the cloud and mobile era. The Pertino Cloud Network Engine makes it possible for any size business to create a secure, cloud-based network that keeps people connected to the resources they need, from anywhere and any device. Since launching public beta in 2013, more than 40,000 customers in 90 countries have created Pertino cloud networks.

His passions are fly fishing and New Zealand. A well matched pair.

Alex Hern

Alex Hern

Chairman and Chief Executive Officer
Tsunami VR

Alex Hern

Chairman and Chief Executive Officer
Tsunami VR

Alex Hern currently serves as Chairman and Chief Executive Officer of Tsunami VR.

Mr. Hern is a successful entrepreneur associated with the formation, development, IPO and/or sale of technology companies such as Inktomi (an IPO then subsequently acquired by Yahoo), Yesmail (an IPO then subsequently acquired by CMGI), Arcsight (an IPO then subsequently acquired by Hewlett Packard), and RedCap Cloud (a spin-out from Vanderbilt University) among others. Importantly, he has been granted a mobile communications patent that has broad applicability in VR/AR contexts.

Tsunami VR, Inc. (TVR), a software and applications company based in San Diego, California, was formed to be the leader in industrial, applied, virtual and augmented reality. Tsunami is currently delivering turnkey, immersive solutions in areas where critical business issues are addressed and solved. Such solutions are focused on creating incremental business, revenue growth, solving problems and enhancing the productivity of its enterprise client base. Tsunami plans to exploit opportunities created by the demands of the top management of its clients. In that light, the Company is focused on creating, delivering and maintaining licensed products and services in the form of applications in such key areas as sales, marketing, training, maintenance repair overhaul (MRO), corporate boardrooms, product research and development, distribution, logistics, etc.

Ian Leisegang

Ian Leisegang

Executive Director
J.P. Morgan Private Bank
Co-lead Orange County Technology Industry
Vertical

Ian Leisegang

Executive Director
J.P. Morgan Private Bank
Co-lead Orange County Technology Industry Vertical

Mr. Leisegang is a Senior Banker at J.P.Morgan’s Private Bank with more than 20 years of financial services experience. Mr. Leisegang works with Orange County’s high-net-worth families (including entrepreneurs, business owners, corporate executives, and family offices), private & public foundations and related professional advisors. Mr. Leisegang is responsible for providing clients with strategic advice and service related to their investments, generational planning, trusts, lending, banking & philanthropy requirements while at the same time coordinating both personal and corporate experience across the entire J.P. Morgan Chase global organization. Working actively with his clients, Mr. Leisegang assembles and leads a team of specialists needed to advise clients on the full spectrum of their wealth management needs, drawing from J.P. Morgan’s global resources. The team’s overall mission is to provide clients with the peace of mind that comes from having a coordinated approach for meeting complex financial goals and objectives.

Prior to joining The Private Bank, Mr. Leisegang held a similar role for Deutsche Bank in Orange County, California, after spending a number of years on the trading floor in the South African office of the investment bank. Mr. Leisegang was founder and CEO of a South African based digital asset management business providing solutions to the investment banking industry. Previously, Mr. Leisegang operated as an independent consultant to the investment banking industry in the United Kingdom after completing a role as an assistant manager in the audit department at EY in South Africa.

Mr. Leisegang holds an accounting degree from the University of Witwatersrand and an honors degree in Accounting Science from the University of South Africa. He has earned both the CFA and CA(SA) (comparable to the U.S. CPA) professional designations. Mr. Leisegang is currently Vice-Chairman and member of the Contributions Sub-committee of Orange County United Way and previous board member and member of the Finance sub-committee of the San Diego Opera.

When he is not spending time with his wife Sally and their three children, Mr. Leisegang enjoys golf, yacht racing and tennis.

Bob Phillippy

Bob Phillippy

Chief Executive Officer
Newport Corporation

Bob Phillippy

Chief Executive Officer
Newport Corporation

Robert J. Phillippy is the former President and Chief Executive Officer of Newport Corporation (NASDAQ: NEWP), a Lasers, Optics, and Photonics technology company with 15 manufacturing locations and 2500 team members worldwide. Mr. Phillippy joined Newport in April 1996 as Vice President and General Manager of its Science and Laboratory Products Division. In August 1999, he was appointed to the position of Vice President and General Manager of the Industrial and Scientific Technologies Division (now a part of Newport’s Photonics Group). In July 2004, he was appointed as President and Chief Operating Officer. In September 2007, Mr. Phillippy was appointed as President and Chief Executive Officer and as a member of the company’s Board of Directors. Under his leadership the company made numerous strategic acquisitions and he was instrumental in negotiating the $900MM sale of the company to MKS Instruments (NASDAQ: MKSI) in February 2016. Mr. Phillippy is a current board member of MKS Instruments.

Prior to joining Newport, Mr. Phillippy was Vice President of Channel Marketing at Square D Company, an electrical equipment manufacturer, from 1994 to 1996. He joined Square D Company in 1984 as a sales engineer and held various sales and marketing management positions within the company prior to his appointment as Vice President in 1994.

Mr. Phillippy holds a Bachelor of Science degree in Electrical Engineering from the University of Texas and a Master of Management from Northwestern University’s Kellogg Graduate School of Management, and has attended the Harvard Business School’s Executive Program in Competition and Strategy.

Mr. Phillippy serves on the Board of Directors of ESCO Technologies Inc. (NYSE: ESE) and is a member of their Audit & Finance Committee. He is also a member of the University of California, Irvine’s (UCI) CEO Roundtable, and periodically serves in an advisory role for various UCI programs.

Roddy Teeple

Roddy Teeple

Executive Director
J.P. Morgan Technology Banking
Co-Lead Orange County Technology Industry
Vertical

Roddy Teeple

Executive Director
J.P. Morgan Technology Banking
Co-Lead Orange County Technology Industry
Vertical

Roddy Teeple is a commercial banker with JP Morgan Chase & Co. He is a member of the firm’s Middle Market Banking Specialized Industries group where he focuses on assisting growth stage technology companies in Southern California, Arizona and Nevada with their capital and advisory needs.

Roddy brings 20 years of experience in financial services including company operational roles, middle market banking, family office investing, corporate investment banking and strategy consulting. Prior to joining JP Morgan, he was Founder and Managing Member of Pelican Creek Capital, LLC, a boutique investment bank and advisory firm. In this role, he gained operational experience with start ups in technology, social media marketing and at growth stage companies, including GoPro. His corporate and investment banking experience includes positions with leading investment banks Credit Suisse, Robertson Stephens and Donaldson, Lufkin and Jenrette. Combined, he executed deals in excess of three billion dollars in aggregate transaction value and advised or executed deals in excess of $10 billion.

Roddy served over six years as a US Naval Officer, where he was a SEAL Platoon Commander, completing three special operations platoon deployments to Southeast Asia. He was twice selected to represent the US Navy and Marine Corps in international military pentathlon competitions. Roddy earned a Masters of Business Administration at the Anderson School at UCLA, where he studied finance. He completed his undergraduate work at Harvard College, where he studied economics and earned a Bachelor of Arts degree, cum laude in general studies and was a John Harvard Scholar.

Roddy lives in Laguna Beach, California with his wife Catherine and his sons Luke, Logan and daughter Annika. He enjoys time on the snow or in the water with family.

Russ Stern

Russ Stern

Chairman and Chief Executive Officer
Solarflare

Russ Stern

Chairman and Chief Executive Officer
Solarflare

Mr. Russell Stern, also known as Russ, has been the Chief Executive Officer and President at SolarFlare Communications, Inc. since 2004 and served as its Chairman of the Board. Mr. Stern served as the Chief Executive Officer and President of JNI Corp. since September 2002. From July 2001 to September 2002, Mr. Stern served as the Chief Operating Officer and General Manager of Quantum/ATL, a subsidiary of Quantum Corporation. From July 2000 to June 2001, Mr. Stern served as the Chief Executive Officer and President of Escrow.com, Inc. From December 1994 to October 1999, Mr. Stern served as a Co-Chief Operating Officer at Western Digital Corporation. Mr. Stern also served at Seagate Technology and Adaptec and started his career at IBM. Mr. Stern served as a Director of SolarFlare Communications and Newport Media Inc. He served as a Director of ARIO Data Networks Inc. He served as a Director of JNI Corp. since 2002. Mr. Stern holds a B.S. in Electrical Engineering Technology from the Rochester Institute of Technology

Joe Walker

Joe Walker

Vice Chairman
J.P. Morgan Investment Bank

Joe Walker

Vice Chairman
J.P. Morgan Investment Bank    

Mr. Joseph A. Walker has been Vice Chairman of investment banking of JPMorgan Chase & Co. since May 23, 2012. Mr. Walker has been a Senior Advisor to General Motors since February 2001. At General Motors, He advises on a variety of corporate finance and development issues, including investment and balance sheet strategy, performance metrics, and the restructuring of investments in Hughes, Fiat, Isuzu, GMAC, and Onstar. He spent 22 years with J.P. Morgan & Co., thirteen as a Managing Director and the final four years, he served as a Senior Investment Banker; as well as a member of the Investment Banking Management Committee, J.P. Morgan Capital Allocation Committee, and 60 Wall Street Funds Advisory Board. From 1998 to 2000, he served as global head of Technology, Media and Telecommunications (TMT) Investment Banking.

From 1989 to 1997 he served in the Mergers & Acquisitions Department at J. P. Morgan. He served as Co-head of Advisory and Mergers and Acquisitions at J. P. Morgan and Co. since 1994. Mr. Walker held a number of senior positions within J. P. Morgan, including Head of the Basic Industries Group in the Advisory and Merger and Acquisitions Department and Head of the Restructuring Advisory Group. He serves as a Director of Liquid Environmental Solutions Corporation. He serves as a Director of Liquid Environmental Solutions of Texas, LLC, Roulette Intermedium, Inc., Meet the Composer and Pratt Institute. He served as a Director of The Hertz Corporation. from 1997 to 2001. He holds an M.B.A. and a B.A. from Columbia University.

Registration

September 2016

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Event Contact

Laura Kachel
Tel: 303.607.7704
Send Email

Location

UC Irvine Applied Innovation Center (“The Cove”)
5141 California Ave., Suite 200
Irvine, California