

Venture Summit West is a two-day gathering that highlights the significant economic, political and technology trends impacting the global growth investor. Venture Summit West features the most innovative and influential institutional investors, venture capitalists, investment bankers, research analysts, financial and technology media and corporate buyers in keynote presentations and panel debates.
Venture Summit West will also host 14 Best of Breed CEO Showcases hand-picked from the AlwaysOn annual top 100 private company list, and 36 other qualified six-minute CEO pitches from companies seeking later-stage capital or potential acquirers. The Venture Summit¹s goal is to match growth company buyers and sellers and identify the most promising innovation-driven, growth investment opportunities. At the Venture Summit, our editors will also honor the AO Top Dealmakers and the annual AO Industry Analyst All-Star team.
Venture Summit West 2007 Program & Speakers:
| 6:30pm |
Pre-Event Party in The Observatory |
| 8:45am Salon III |
The State of the Tech IPO Buyers & Sellers The IPO market picked up steam in 2007. Are we on the road back to better IPO financials? Moderator: Lise Buyer, Founder, Class V Group Glen Kacher, Managing Director, Integral Capital Partners Paul Wick, Managing Director, J.& W. Seligman & Co Leslie Pfrang, Managing Director, Deutsche Bank Securities John Rende, Portfolio Manager and Partner, Weintraub Capital Management Scott Cutler, SVP, NYSE Euronext (invited) |
| 8:45am Salon IV |
Introducing the AO All Star Analyst Team Security analysts and media pundits lost their credibility by not calling the Internet stock bubble. Is there a road back to credibility? Moderator: Bambi Francisco, Founder and CEO, Vator.TV Mark Mahaney, Director, Internet Research, Citigroup Imran Khan, Analyst, JPMorgan Jason Maynard, Director of Equity Research, Credit Suisse Katherine Egbert, Managing Director, Senior Research Analyst, Jefferies & Co. Youssef Squali, Managing Director, Senior Research Analyst, Jefferies & Co. Tom Watts, Managing Director, Cowen & Company |
| 9:45am Salon III |
The Boutiques Versus the Bulge Bracket Firms In the technology IPO glory days, there was a bulge bracket firm name on the left side of the prospectus and a boutique name on the right. By the end of the 1990s, the boutiques had all been acquired. Will we see the emergence of a new class of boutiques and will they be able to successfully compete? Moderator: Tony Perkins, Author, The Internet Bubble: Inside the Overvalued World of High-Tech Stocks--and What You Need to Know to Avoid the Coming Shakeout Michael Grimes, Managing Director, Morgan Stanley Paul Inouye, Head of Internet Banking, Lehman Brothers Peter Engel, Vice Chairman, Head Invest. Banking, Western Region, JPMorgan Paul Deninger, Vice Chairman, Jefferies & Company Jamie Montgomery, CEO, Montgomery & Co Michael Moe, CEO, ThinkEquity Partners |
| 9:45am Salon IV |
Is There Still Upside in the Internet? Venture capitalists have been funding Internet startups since 1994 and continue to do so with gusto, in what some would argue is an overinflated market. How many more big Internet brands does the future hold? Kara Swisher, Staff Reporter, Wall Street Journal Bill Gurley, General Partner, Benchmark Capital Samir Arora, Chairman & CEO, Glam Lise Buyer, Founder, Class V Group Paul Martino, CEO, Aggregate Knowledge, AO100 & OM100 2007 |
| 10:45am | Break |
| 11:00am Salon III |
AO Top Company of the Year, CEO Presentation: Why Virtual Worlds are the Next Big Thing Craig Sherman, CEO Gaia Online |
| 11:00am Salon IV |
CEO Presentations -- Consumer & Media Presentations by CEOs of the hottest companies in this sector, emceed by Ezra Roizen, Contributing Editor, AlwaysOn. Gil Penchina, CEO, Wikia, AO100 2007 Victor Siegel, CEO, Blue Frog Media, OH100 2007 Nimrod Kozlovski, Director, PLYmedia Andy Tong, Co-Founder and CEO, MMOABC.com Vinny Olmstead, CEO, Bridgevine Ankesh Kuma, CEO, Grouptivity Immediately following these CEO presentations, industry experts will comment: Sam Angus, Partner, Fenwick & West Deepak Kamra, General Partner, Canaan Partners Immediately following this session, the CEOs will be available for 30-minutes of Q&A and demos in the Lobby. |
| 11:15am Salon III |
Corporate Buyers -- What's Whetting Their Appetite? The biggest corporate brands are actively investing in companies that drive their strategies and profitability. Are they continuing to gorge on startups as their primary source of R&D and new product innovation? Moderator: Doug Cogen, Co-Chair, M&A Group, Fenwick & West Kara Nortman, VP M&A, IAC Dave Johnson, Head of Corporate Development, IBM Bruce Jaffe, Corporate VP, Corporate Development, Microsoft Rob Salvagno, Snr. Director, Corporate Development, Cisco Systems |
| Noon Miramar II |
Lunch |
| 1:15pm Salon III |
CEO Presentations -- Mobile Presentations by CEOs of the hottest companies in this sector, emceed by Ezra Roizen, Contributing Editor, AlwaysOn. Omar Hamoui, CEO, Admob, AO100 & OM100 2007 Jack Philbin, President and Co-Founder, Vibes Daniel Hoepfner, Co-Founder and CEO, ViiF Isaac Levanon, CEO, 3DVU Jeany Stein, CEO, Design Universe Sam Altman, CEO, Loopt, AO100 & OM100 2007 Immediately following these CEO presentations, industry experts will comment: Rajeev Chand, Managing Director, Rutberg & Company David Weiden, General Partner, Khosla Ventures Immediately following this session, the CEOs will be available for 30-minutes of Q&A and demos in the Lobby. |
| 1:15pm Salon IV |
Will The Real Seed Investors Please Stand Up Many entrepreneurs believe that traditional VCs have gotten out of seed investment. Has the change in venture economics made it difficult for the blue chip investors to play the seed investment game? Moderator: Sam Angus, Partner, Fenwick & West Tim Draper, Managing Director, Draper, Fisher, Jurvetson Andy Bechtolsheim, Co-Founder and Chief Architect, Sun Microsystems Ron Conway, Founder, Angel Investors Jeff Clavier, Founder and Managing Partner, SoftTech VC |
| 2:15pm Salon III |
Sell Now or Go Public -- What's an Entrepreneur to Do? In a dramatic shift since the 1990s, entrepreneurs have been choosing to sell rather than go public. With better IPO market conditions, should entrepreneurs hang tough or go for the IPO gold? Moderator: Rebecca Buckman, Staff Reporter, Wall Street Journal Gurbaksh Chahal, CEO, Blue Lithium, AO100 & OH100 2007 Jeff Lunsford, CEO, Limelight Networks Michael Tennefoss, Head of Business Development, Aruba Networks Gari Cheever, Partner, Gunderson Dettmer |
| 2:15pm Salon IV |
CEO Presentations -- Enterprise Presentations by CEOs of the hottest companies in this sector, emceed by Ezra Roizen, Contributing Editor, AlwaysOn. Paul McNamara, CEO, Coghead, AO100 2007 Seth Hallem, CEO, Coverity, AO100 2007 Tom Doyle, CEO, Skybox Security Paul Pluschkell, CEO, spigit Yori Nelken, CEO, TimeBridge Dr Maggie Haertsch, CEO, Systabytes Jeffrey Garon, CEO, Etelos, AO100 2007 Immediately following these CEO presentations, industry experts will comment: Todd Johnson, SVP, Worldwide Marketing, VeriSign Brian Kelly, Partner, Manatt, Phelps & Phillips Immediately following this session, the CEOs will be available for 30-minutes of Q&A and demos in the Lobby. |
| 3:15pm |
Break
|
| 3:30pm Salon III |
CEO Presentations -- Consumer & Media Presentations by CEOs of the hottest companies in this sector, emceed by Ezra Roizen, Contributing Editor, AlwaysOn. David Friend, CEO, Carbonite, AO100 2007 Levy Cohen, CEO, Collarity, AO100 2007 Alex Algard, CEO, Whitepages.com Matteo Fabiano, CEO, Your Truman Show Immediately following these CEO presentations, industry experts will comment: Sam Angus, Partner, Fenwick & West Immediately following this session, the CEOs will be available for 30-minutes of Q&A and demos in the Lobby. |
| 4:00pm Salon III |
Why Take Venture Capital at All? Why spend six months sucking up to venture capitalists when it’s (a) so cheap to start a company these days and (b) there are many ways to kick start cash flow? This is a contrarian panel featuring five companies that achieved success without outside capital. Moderator: Guy Kawasaki, Garage Technology Ventures and Truemors Drew Curtis, Founder, Fark Markus Frind, Founder, Plenty of Fish Ramu Yalamanchi, CEO, Hi5 Blake Commagere, Co-Founder, Mogad |
| 5:00pm Salon III |
VC Survey -- What You're Telling Us Packy Kelly, Partner, KPMG Tony Perkins, Founder, AlwaysOn |
| 5:15pm Salon III |
The AO Top Deal Makers Packy Kelly, Partner, KPMG Tony Perkins, Founder, AlwaysOn |
| 6:00pm |
Reception in the Miramontes Room |
| 9:00am Salon III |
Silicon Valley VCs Go Green Greentech has become the third largest class of VC investment in Silicon Valley. Can the upside of investing in greentech rival the potential ROI of the internet. Moderator: Dave Edwards, Research Analyst, Morgan Stanley Raj Atluru, Managing Director, Draper Fisher Jurvetson Erik Straser, General Partner, Mohr Davidow Ventures Bruce Pasternack, Venture Partner, CMEA Partners Ira Ehrenpreis, General Partner, Technology Partners Curtis Mo, Partner, WilmerHale |
| 9:00am Salon IV |
Keynote: Joe Schoendorf Venture Investing: Lead Globally or Follow Locally |
| 9:15am Salon IV |
Why Invest Now In a China Fund? Moderator: Joe Schoendorf, Partner, Accel Partners David Chao, cofounder and general partner, DCM Bill Tai, General Partner, Charles River Ventures Steven Franklin, Founding Partner, Gunderson Dettmer Kuantai Yeh, Managing Director, Intel Capital |
| 10:00am |
Break |
| 10:15am Salon III |
CEO Presentations -- Greentech Presentations by CEOs of the hottest companies in this sector, emceed by Ezra Roizen, Contributing Editor, AlwaysOn. Kevin Surace, CEO, Serious Materials, GG100 2007 Mike Hess, CEO, Mariah Power Lyndon Rive, CEO, SolarCity, GG100 2007 Jared Franks, CEO, Ioteq Stephen Johnston, CEO, SmartSynch GG100 2007 (pending) Immediately following these CEO presentations, industry experts will comment: Michael Kanellos, Editor-at-Large, CNET Jeffrey Hagan, Managing Director, Oppenheimer & Co. Curtis Mo, Partner, WilmerHale Immediately following this session, the CEOs will be available for 30-minutes of Q&A and demos in the Lobby. |
| 10:15am Salon IV |
Keynote: Christopher Spray, Atlas Venture The State of European Venture Capital |
| 10:25am Salon IV |
Why Invest Now In Europe & Israel? Moderator: Paul Deninger, Vice Chairman, Jefferies & Company Christopher Spray, Partner, Atlas Venture Bart Markus, General Partner, Wellington Partners Danny Cohen, Partner, Gemini Israel Fund Tod Bensen, Founder and former CEO, Cazenove Private Equity Yves Kraemer, Team Cote D'Azur |
| 11:15am Salon III |
Nobody Knows the Trouble I've Seen: The Challenge Behind the Successes The entrepreneurial trials and tribulations--the war stories--on the road from ideas to reality. Moderator, Tina Seelig, Exec. Director, Stanford Technology Ventures Program Ron Conway, Founder, Angel Investors Kurt Buecheler, VP Sales& Business Development, Aggregate Knowledge Joe Sipher, Co-Founder, Pinger Dan Dorosin, Partner, Corporate Group, Fenwick & West |
| 11:15am Salon IV |
CEO Presentations -- Enablers & Infrastructure Presentations by CEOs of the hottest companies in this sector, emceed by Ezra Roizen, Contributing Editor, AlwaysOn. Ridgely Evers, CEO, NetBooks Treb Ryan, CEO, OpSource Alex Rambaud, Founder and CEO, AgendiZe Mark Dzwonczyk, President & COO, Vello Jef Graham, CEO, RGB Networks, AO100 & OH100 2007 Dennis Meharchand, Valt.X Technologies David Biessener, CEO, Voomtech Immediately following these CEO presentations, industry experts will comment: Sam Angus, Partner, Fenwick & West Paul Kwan, Managing Director, Morgan Stanley Ping Li, Accel Partners Immediately following this session, the CEOs will be available for 30-minutes of Q&A and demos in the Lobby. |
| 12:15pm Miramar II |
Lunch |
| 1:15pm Salon III |
The Growing Competition Between Private Equity, Hedge Funds, and VCs Hedge Funds, private equity firms, VCs and institutional investors all want to be investing your risk capital. Can private equity work in the tech space? Moderator: Andy Kessler, Co-Founder, Velocity Capital Management Jonathan Miller, Co-Founder, Velocity Investment Group John Hodge, Senior Advisor, The Blackstone Group Glen Kacher, Managing Director, Integral Capital Partners |
| 2:15pm Salon III |
So You Wanna be a VC After the bubble burst, power consolidated into the hands of the blue chip VC brands. Is there still room for startup VC funds or are the obstacles of breaking into the entrenched establishment too big to overcome? Moderator: Victor Boyajian, National Chair, Sonnenschein David Carlick, Managing Director, Vantage Point Venture Partners Stewart Alsop, Co-Founder, Alsop Louie Partners Clint Chao, Co-Founder, Formative Ventures Nat Goldhaber, Co-Founder, Claremont Creek Ventures |
| 3:15pm Salon III |
Closing Remarks |
Important Venture Summit West 2007 Information:
Venture Summit West Brand Sponsor Program
Sponsors gain brand exposure and communicate their leadership positions to the Summit's attendees through a powerful combination of video commercials, e-marketing campaigns, print advertising, on-site material distribution and signage, and program exposure. Brand sponsorship is open to technology, service and investment firms, and high-end consumer brands. To find out how your company can join the Summit's distinguished group of sponsors, contact:
The Ritz-Carlton, Half Moon Bay
One Miramontes Point Road
Half Moon Bay, California 94019
Main: (650) 712-7000
www.ritzcarlton.com/hmb
For room reservations, call 1-800-241-3333 and reference AlwaysOn. All reservations should be received no later than Monday, November 19, 2007. Room Rate is $295.00.
Thank you,
Robert Hamilton
InfoTech Associates