Friday, October 28, 2016 7:30 – 8:00 am Conference Registration & Continental Breakfast 8:00 – 8:15 am SHIFT Welcome James Mawson, Editor-in-Chief, Global Corporate Venturing Bobby Franklin, President, NVCA Venky Ganesan of Menlo Ventures, Chair of NVCA 8:15 – 8:25 am Chairman’s Welcome & Opening Remarks Lisa Lambert, Managing Partner, The Westly Group 8:25 – 8:55 am Opening Keynote Presentation & Interview Josh Lerner Jacob H. Schiff Professor of Investment Banking Unit Head, Entrepreneurial Management, Harvard Business School Josh Lerner is the Jacob H. Schiff Professor of Investment Banking at Harvard Business School, and head of the Entrepreneurial Management unit. He graduated from Yale College with a special divisional major that combined physics with the history of technology. He worked for several years on issues concerning technological innovation and public policy at the Brookings Institution, for a public-private task force in Chicago, and on Capitol Hill. He then earned a Ph.D. from Harvard's Economics Department. Interviewed by: Claudia Fan Munce, Venture Advisor, NEA 8:55 – 9:25 am Panel Discussion CVC 3.0 & The Changing Face of Corporate Investing Beth Ferreria, Managing Partner, WME Ventures J. Skyler Fernandes, Managing Director, Simon Venture Group (SVG) Michael Chuisano, VP, Venture Investor and COO, Johnson & Johnson Innovation-JJDC, Inc. Lisa Lambert, Managing Partner, The Westly Group Moderator: Evangelos Simoudis, Founder and Managing Director, Synapse Partners 9:25 – 9:35 am Industry Update & NVCA Special Commentary Presentation By: Venky Ganesan, General Partner, Menlo Ventures 9:35 – 10:00 am Panel Discussion Playing In The Sandbox: Venture + CVC Partnership Strategies Urs Cete, Managing Partner, BDMI Fund Christina Karapataki, Vice Principal, Schlumberger Technology Investments Paul Sestili, General Partner, Rogers Venture Partners Moderator: Venky Ganesan, General Partner, Menlo Ventures
10:00 – 10:30 am Keynote Interview: Alan Patricof, Co-Founder and Managing Director, Greycroft Interviewed By: Bobby Franklin, President, NVCA
10:30 – 11:00 am Morning Networking & Refreshment Break 11:00 – 11:25 am Spotlight Interview Innovation Unleashed: The Role of Accelerators To Catalyze Innovation Steve Barsh, Chief Innovation Officer, DreamIt Interviewed By: John Riggs, Partner, Innovation & Corporate Venturing, PwC 11:25 – 11:50 am Spotlight Interview Building a New Style of Corporate Innovation Program Interviewed By: Anthony Ha, Senior Reporter, TechCrunch Gus Warren, Managing Director, Samsung’s Global Innovation Center, Samsung 11:50 – 12:20 pm Panel Discussion Venture Reset: Alternative Corporate LP Partnerships Models Examined Concept: Attract third-party LPs & then, of these different models, which model suits me? Going from a sole LP or source of capital to them being a cornerstone or minority provider of funding can be challenging. It requires getting a commitment from a source initially then expanding with a proven track record and changing governance and often team dynamics. Kay Min, Director, Corporate Development, Cisco Winter Mead, Vice President, Sapphire Ventures Eric Steager, Director - Corporate Development & Innovation Managing Director, Strategic Innovation Portfolio, Independence Blue Cross Tony Chao, Senior Investment Director General Manager, Applied Ventures Moderator: James Mawson, Editor-In-Chief, Global Corporate Venturing 12:20 – 1:10 pm Networking Luncheon Reception Hosted By: Fenwick & West LLP 1:10 – 1:35 pm Panel Discussion Next Gen Innovation Piloting: Approaches To Support & Nurture Growth Susan Lyne, President & Founder, BBG Ventures Kate Mitchell, General Partner, Scale VP Charlie O’Donnell, Partner & Founder, Brooklyn Bridge Ventures Moderator: Sandi Knox, Counsel, Sidley Austin LLP 1:35 – 1:50 pm Special Introduction & Spotlight Presentation
Special Introduction: Lauren Loktev, Venture Partner, Collaborative Fund
Spotlight Presentation: Sesame Ventures, Sesame Workshop
1:50 – 2:15 pm Panel Discussion Rising Tides: Newly Established Investment Models John Frankel, General Partner, ffVC Kay Parry, SVP, Technology Banking + Equity Funds Group, Square 1 Bank Bonny Simi, President, JetBlue Ventures Moderator: Kenneth A. Gatz, CEO, ProSeeder Technologies 2:15 – 2:30 pm Afternoon Networking & Refreshment Break 2:30 – 2:40 pm Spotlight Session The Compensation Game: What Corporates Need To Know Going Forward Jody Thelander, President & CEO, Thelander Consulting 2:40 – 3:10 pm Panel Discussion End Game: Successful Exit Process for CVCs - Role of the CVC in an acquisition transaction - Balancing corp strategic objectives with the Motivations of Investors/BOD Members - Strategic Value vs. Financial Return Praveen Gupta, Vice President - Corporate Investments and Development, HTC Jaidev Shergill, Head of Capital One Growth Ventures, Capital One Darcy Frisch, Vice President, Hearst Ventures Ray Schuder, Managing Director, HP Ventures Moderator: Gregory Heibel, Partner, Orrick 3:10 – 3:40 pm Panel Discussion Building Bridges: Unveiled Strategies To Create Successful CVC and VC Syndicate Partnerships Rachel Lam, SVP and Group Managing Director, Time Warner Investments Karin Klein, Founding Partner, Bloomberg Beta John Doherty, Senior Vice President of Corporate Development and Chairman and Chief Investment Officer of Verizon Ventures Warren Lee, General Partner, Canaan Partners Moderator: Ian Goldstein, Partner, Fenwick & West 3:40 – 4:10 pm Panel Discussion Think Like A VC: CVC & Developing Structured Investment Approaches Luis Valdich, Managing Director, Venture Capital Group, Citi Ventures Jessica Peltz, Partner, KBS+ Ventures Sam Landman, Managing Director, Comcast Ventures Moderator: David Horowitz, Founder & CEO, Touchdown Ventures 4:10 – 4:40 pm Closing Keynote Presentation Managing An Innovation Portfolio: Approaches To Create an Entrepreneurial Mindset in Your Organization Most companies have an innovation problem. A recent McKinsey report found that 86% of respondents to a recent CEO survey felt that innovation was absolutely critical to their firms’ futures and fully 80% felt that their business models were likely to come under some major threat. And yet, in the same survey, only 6% felt comfortable with their own company’s innovation performance, with the majority of their respondents not understanding the reasons they struggled so much. Corporate venture investing can help close the innovation gap, but integrating those venture investments is always challenging. In this intensive workshop session, Rita McGrath and her team will help diagnose where your own organization’s innovation barriers lie and what you should be doing now to overcome them. Rita Gunther McGrath, Professor, Columbia Business School Rita Gunther McGrath is an American strategic management scholar and professor of management at the Columbia Business School. She is known for her work on strategy, innovation and entrepreneurship, including the development of discovery-driven planning. 4:40 – 5:45 pm Cocktail Reception Hosted By: PwC