2019 Speaker Highlights

Technology Innovation ForumMay 13 -14, 2019Newport Beach Marriott Hotel & Spaoctaneoc.org

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Day 1: Monday, May 13, 2019

Technology Innovation ForumMay 13 -14, 2019Newport Beach Marriott Hotel & Spaoctaneoc.org

7:00 Registration, Networking, 1x1 Meetings & Exhibits- 8:15 AM

8:15 Welcome Address: Building the SoCal of Tomorrow- 8:45 AM

Bill Carpou, CEO, OCTANePeter Belisle, President – Southwest Region, JLLSteve Churm, Chief Communications Officer, FivePoint & MC of TIF 2019

8:45 Keynote: SAP: Evolve- 9:30 AM

Top 3 Takeaways:• 2019 Predictions• The Evolution of Data & Technology: How SAP stays ahead of the curve• What innovation at the startup/growth level means for enterprise and SoCal

Hans-Martin Will, Head of Innovation Center – Newport Beach, SAPSteve Churm, Chief Communications Officer, FivePoint (Interviewer)

9:30 Keynote: Goldman Sachs- 10:15 AM

Top 3 Takeaways:• Hear why Golman Sachs continues to make investments in SoCal and how it affects the growth in the area• Understand what investment bankers are looking for when making an acquisition• Insight on the 2028 Olympics, and what it means for Southern California

Gene Sykes, Co-Chairman of Global Mergers and Acquisitions (M&A) and Co-chairman of the Global Technology, Media and Telecom Group, Goldman Sachs

Jim Mazzo, Global President of Ophthalmic Devices, Carl Zeiss Meditec, Inc. (interviewer)

10:15 Break & 1x1 Meetings- 10:45 AM

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Day 1: Monday, May 13, 2019

10:45 Women in Tech - Advancing Entrepreneurship & Investment- 11:30 AM

Top 3 Takeaways:• Get a first-hand look at groundbreaking research on women-operated tech startups in SoCal and their respective

funding• Hear from successful women-operated tech startups on raising funds, scaling organizations, and identifying the biggest

opportunities (and hurdles) they see over the next five years• Receive fundraising tips and advice from leading investors in this space

Ellen Darling, Partner, K&L Gates (Moderator)Marinela Gombosev, President & CEO, Evoke NeuroscienceKim Kovacs, President, Los Angeles Venture Association (LAVA), & CEO, MyJaneAndrew Lyon, Ph.D., Dean - Fowler School of Engineering, Chapman UniversityAyla Kalani, Vice President, J.P. Morgan Private Bank

12:45 The Future of Work- 1:30 PM

Top 3 Takeaways:• Gain awareness of the changes expected in the

way we work • Learn how to prepare business for the future • Learn how to prepare yourself for the future

Vijay Gurbaxani, Founding Director, Center for Digital Transformation, UCI (Moderator)

Amber Schiada, Senior Director, Research – Southwest, JLLKate Duchene, CEO, RGP (Resources Global Professionals)Vic Memenas, CEO, TechSpaceRay Grainger, CEO, Mavenlink

11:30 Lunch & 1x1 Meetings- 12:45 PM

12:45 The Future of Retail- 1:30 PM

Top 3 Takeaways:• Hear about the latest technologies that are

revolutionizing the consumer experience• Learn about deep retail and how to know your

customers better than customers know themselves• From discovery to delivery, see how retail brands are

automating the customer journey through e-commerce

James Cook, Americas Director of Retail Research, JLLAshley Crowder, Co-Founder & CEO, VntanaRick Dutta, CEO, NexVisionIX

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Day 1: Monday, May 13, 2019

2:45 Future of National Security & Defense- 3:30 PM

Top 3 Takeaways:• Get a look at how technology is changing national

security• Learn how companies are developing, integrating,

and sustaining technology solutions for ground systems and combat support systems

• Hear upcoming defense technology companies share new changes in the industry

Scott Cromar, Partner, Knobbe Martens (Moderator)Hamlet Yousef, Managing Partner, IronGate Capital AdvisorsMatty Squarzoni, CEO &Co-Founder, SitchAIBrandon Pender, Director of External Business & Business

Development, Tank Automotive Research Development & Engineering Center (TARDEC)

1:30 Cities of the Future- 2:15 PM

Top 3 Takeaways:• Get a first look at technologies, such as 5G and AI,

that are being integrated into the expansion of SoCal

• Learn how smart cities are improving quality of life & sustainability for communities

• See how these factors drive economic competitiveness and raise SoCal’s rankings as one of the best places to live & work in the US

Jeff Manley, Senior Managing Director, Savills (Moderator)Erin Schultz, City Manager, Google FiberJohn O’Neill, Vice President of Marketing, Skyworks SolutionsAndrew Powch, Co-Founder, Xtelligent

2:15 Break & 1x1 Meetings- 2:45 PM

1:30 Future of Live Sports- 2:15 PM

Top 3 Takeaways:• Learn what it takes to build a great stadium firsthand• Hear about the latest tech aimed to revitalize

systems, infrastructure, and the power of the fan experience

• See which startups are rising to the occasion with novel sports tech

Mark Skaist, Partner, Stradling (Moderator)Sohrob Farudi, Co-Founder & CEO, Fan Controlled Football

LeagueBrandon McNulty, Senior Vice President, Legends Technology

2:45 The Future of FinTech- 3:30 PM

Top 3 Takeaways:• Learn why SoCal is a hotbed for FinTech companies• Hear what strategic and financial investors are

looking for and what you can do to stand out • Find out how you can contribute to the SoCal

fintech and analytics initiative

Rick Gallagher, Chief Investment Officer, Experian (Moderator)Hersh Shah, Director – Transaction Support Services, RSMKyle Kamrooz, Co-Founder, CloudvirgaJoe Manna, CTO, Experian Bruce Hallett, Managing Director, Miramar Venture Partners

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Day 1: Monday, May 13, 2019

4:15 Keynote: Stuart McClure, CEO, Cylance- 5:00 PM

Top 3 Takeaways:• Understand the components to scaling a company and what the experience was like through different rounds of

funding.• Hear what it takes to keep the company focused on their mission and how the merger positively affects the Southern

California ecosystem.• See why Cylance has decided to stay and grow in Orange County.

Stuart McClure, CEO & Founder, BlackBerry CylanceLinda DiMario, Executive Vice President, Greater Irvine Chamber of Commerce (Interviewer)

5:00 Reception- 6:30 PM

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3:30 Keynote: Anatomy of Success - Transforming Business Through the Power of Data & Analytics- 4:15 PM

Top 3 Takeaways:• From startup to IPO – hear the story of success and lessons learned along the journey• Learn how to transform your organization by leveraging data in new ways• Find solutions to your biggest challenges, uncovering the most promising opportunities

Reynolds Bish, CEO, KofaxDean Stoecker, CEO, Alteryx

Day 2: Tuesday, May 14, 2019

Technology Innovation ForumMay 13 -14, 2019Newport Beach Marriott Hotel & Spaoctaneoc.org

7:00 Registration, Networking, 1x1 Meetings & Exhibits- 8:15 AM

8:15 Keynote: Growing Your Company Through Talent & Capital- 9:00 AM

Top 3 Takeaways: • Hear success stories from tech industry leaders that have effectively scaled their companies by leveraging two critical

components: talent and capital • Gain insights on raising capital when in growth-mode, such as how much you will need, when you will need it, and how

to put it to work to drive the greatest ROI • Learn about the importance of talent attraction and retention for the SoCal tech ecosystem

Carey Ransom, CEO, Bulzi (Moderator)Glenn Chisholm, Co-Founder & CEO, Obsidian Security Paul Sarvadi, CEO , Insperity, & Author, ”Take Care of Your People” Published by ForbesBooksLauren Kelly, Senior VP & CMO, Irvine Company

9:00 The Future of Innovation in Southern California- 9:45 AM

Top 3 Takeaways:• Gain insight on how innovation will be accelerated in Southern California, specifically how the Great Park becomes the

epicenter of innovation• See what happens when the organizations collaborate for a better cause• Learn how to participate and contribute to the future of Southern California

Emile Haddad, CEO, FivePointBill Carpou, CEO, OCTANe (Moderator)Dr. Daniele Struppa, President Chapman University

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Day 2: Tuesday, May 14, 2019

11:00 LaunchPad Company Presentations & Award - 1:00 PM

Top 3 Takeaways:• See investor presentations from LaunchPad’s most promising tech talent• Get insight from a LaunchPad alumni company on their LaunchPad experience and story of success • Hear presentation feedback from top investors in tech

JC Ruffalo, Director of LaunchPad SBDC & Investor Relations, OCTANeDaniel Flynn, Vice President Corporate Development & Strategy, Western Digital

Jeff Bocan, Partner, Okapi VenturesRyan McGuigan, Vice President, RX3Hichan Semaan, President, Tech Coast AngelsMichael Beaudoin II, Director of Private Equtiies, Mark IV CapitalJoe Kaiser, Director, Mercato CapitalChang Xu, Principal, Upfront VenturesSanjay Reddy, Partner, Unlock Venture PartnersKarim Chehadé, Investment Director, Experian Ventures

LaunchPad Company Highlight: BlastBlast is a gaming-based savings app that allows gamers to save, earn, and win money while playing new and exciting games.

Jeff Erle, COO, Blast

10:15 Keynote: Parcel Pending Success Story- 11:00 AM

Top 3 Takeaways:• Get insight from a LaunchPad alumni company on their LaunchPad experience and story of success• Best practices to navigate the technology ecosystem in SoCal• Pathway to acquisition

Lori Torres, CEO, Parcel PendingJC Ruffalo, Director of LaunchPad SBDC & Investor Relations, OCTANe (interviewer)

9:45 Break & 1x1 Meetings- 10:15 AM

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• CellOnyx• CLI Studios

• Concentric• IntelliVision

• OakLeaf• SiC Technologies

• TrackStreet• VolunteerCrowd

2:15 TSX: Alternative Financing Workshop- 7:00 PM

Separate Registration Required

Day 2: Tuesday, May 14, 2019

1:00 Closing Day 2: Tying it All Together- 1:05 PM

Top takeaways:• Hear a recap of the top takeaways from TIF 2019

Bill Carpou, CEO, OCTANe

1:05 Lunch & 1x1 Meetings- 2:30 PM

3:30 Public Venture Capital Overview & How It Works- 4:25 PM

Toronto Stock Exchange & TSX Venture Exchange are a unique funding and listing platform for high growth US companies looking to raise Series B+ capital. This session will include the cost and deal structure advantages of accessing public venture capital in Canada. Advisory panelists in this session will cover the cost and deal structure advantages of accessing public venture capital in Canada on TSX and TSXV.

Delilah Panio, Vice President, Capital Formation, TSX & TSXVPeter Simeon, Partner, Gowling WLGGeorges Dube, Partner, McMillan LLPOctavio Cabral, National Audit Leader, RSM

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2:15 Alternative Financing Options- 3:30 PM

In this session, learn about funding options you may not have considered for your company, including equity crowdfunding, Reg A+ and debt financing.

Nicole Washington, Director of Innovation & Growth, OCTANeChad Putnam, Director, Finance & Accounting Outsourcing, RSM (Moderator)Brian Lowry, Vice President, Silicon Valley Bank Ron Ainsworth, Chairman of the Board , TellsonDavid Gosselin, Partner, DBBMcKennon

Day 2: Tuesday, May 14, 2019

4:55 Raising the Money- 5:30 PM

Capital panelists will discuss raising capital on TSX and TSXV, including current sector trends and case studies from recent US companies who have raised capital. The discussion will include mistakes to avoid and how a company can succeed with public venture capital.

Rob Orviss, Managing Director, Investment Banking, Clarus SecuritiesJames Austen, Director, Investment Banking, Cormark Securities Inc.Paul Andreola, Founder, Small Cap Discoveries

5:30 Reception Sponsored by Toronto Stock Exchange- 7:00 PM

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4:25 Fireside Chat with a US CEO Who Has Done It- 4:55 PM

Russ McMeekin, Founder and CEO, mCloud CorpDelilah Panio, Vice President, Capital Formation, TSX & TSXV (interviewer)