Agenda
Breakfast and Registration
Introduction by Conference Chair
Conference Chair- Richard Waters, West Coast Managing Editor, Financial Times
Fireside Chat with:
Conference Chair- Richard Waters, West Coast Managing Editor, Financial Times
- Aneel Bhusri, Co-Founder and Co-CEO, Workday
Investor Roundtable: Tech Bubble 2.0?
Consumer internet startups have been making headlines as recent private financings and IPOs have pushed valuations of some loss-making companies to heady levels. The latest tech bubble has been narrowly concentrated, with China a particular focus. Is the new premium on growth justified, or are parts of the tech market headed for a significant correction? Which lessons have been learned from the last bubble -- and which forgotten? Given the rapid pace of technological change, are boom and bust cycles endemic to this sector?
Speaker(s)- John Lilly, Member of the Board of Directors, Mozilla Corporation and Partner, Greylock Partners
- Mike Volpi, Partner, Index Ventures
- Geoff Yang, Founding Partner, Redpoint Ventures
- Richard Waters, West Coast Managing Editor, Financial Times
Networking Break
Focus on Finance I: Angels and Venture Capital
The venture capital system has played a central role in fostering innovation. But with investment returns lagging for more than a decade and competition from new types of investor, the primacy of the VCs is no longer assured. What impact will the latest innovations in early-stage finance have on the effectiveness of the start-up financing system?
Speaker(s)- Howard Hartenbaum, Partner, August Capital
- Bill Maris, Managing Partner, Google Ventures
- Aydin Senkut, Founder and Managing Director, Felicis Ventures
- Ian Patrick Sobieski, Managing Director, Band of Angels
- Joseph Menn, Technology Correspondent, Financial Times
Roundtable Discussion: The path to profits
The twin forces of mobile computing and social networking are remaking the way millions of people interact, find information and seek entertainment -- and how businesses reach their customers. But while users are adapting quickly to the new computing and communication platforms, it is not yet clear whether profits will follow. How will money be made, and which companies are best positioned to capitalize on the new social and mobile trends?
Speaker(s)- George Foster, Konosuke Matsushita Professor of Management, Graduate School of Business, Stanford University
- Bill Nguyen, Founder, Color
- Dan Rose, VP of Partnerships and Platform Marketing, Facebook
- Maynard Webb, Chairman, LiveOps
- Chris Nuttall, Technology Correspondent, Financial Times
Lunch
Focus on Finance II: Private Secondary Markets and Late-Stage Investing
The ability to trade stocks in private companies more actively, along with the emergence of a new class of aggressive late-stage investment funds, has transformed the financing environment for companies that are not yet ready to go public. Do these developments represent an effective way to bridge the gap between venture capital and the public markets, or do they risk distorting valuations and reducing transparency in the financial system? Should regulators take action?
Speaker(s)- Egon Durban, Managing Director, Silver Lake
- John O'Farrell, General Partner, Andreessen Horowitz
- Richard Waters, West Coast Managing Editor, Financial Times
Roundtable Discussion: Financing the "Green Economy" -- and beyond
The Silicon Valley approach has been held up as a model for fostering innovation far beyond the traditional boundaries of the IT industry. In recent year it has been applied, most visibly, to "Greentech", but the Valley's financiers and entrepreneurs have also dabbled in areas as far afield as space exploration and the automobile industry. How effective has the Silicon Valley model been so far at bringing innovation to other economically important sectors?
Speaker(s)- Steve Jurvetson, Managing Director, Draper Fisher Jurvetson
- Don Reed, Director, PwC
- Steve Westly, Managing Partner, The Westly Group
- Richard Waters, West Coast Managing Editor, Financial Times
Networking Break
Focus on Finance III: IPO or M&A?
After a long drought, stock market investors have developed a new appetite for tech IPOs. But for most start-ups, an acquisition by a bigger company still represents the most likely "exit". Is the right balance being struck?
Speaker(s)- Lise Buyer, Principal, Class V Group
- William R. Hambrecht, Founder, Chairman and CEO, WR Hambrecht + Co.
- Martin Korman, Partner, Wilson Sonsini Goodrich & Rosati
- Laurie Yoler, Managing Director, GrowthPoint Technology Partners
- Richard Waters, West Coast Managing Editor, Financial Times
Roundtable Discussion: Corporate VC
With plenty of cash on hand, some of the biggest tech concerns are trying to play venture capitalist themselves as they try to identify new growth markets. Can they avoid the mistakes made during the last big corporate VC wave of a decade ago?
Speaker(s)- Brad McManus, Director of Investments, Panasonic Ventures
- Claudia Fan Munce, Managing Director, IBM Venture Capital Group
- Richard Waters, West Coast Managing Editor, Financial Times
Fireside Chat with:
Conference Chair- Richard Waters, West Coast Managing Editor, Financial Times
- Drew Houston, Founder, CEO, Dropbox
Closing Remarks
Speaker(s)- Garth Saloner, Philip H. Knight Professor and Dean, Stanford Graduate School of Business
Networking Drinks Reception
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