Breakfast with Experts
For the first time ever, OCTANe’s Medical Technology Innovation Forum will host a Breakfast with Experts where attendees will have the opportunity to network and ask questions with leaders in the MedTech community. Breakfast with Experts will feature some of our key MTIF Speakers, C-Level executives, entrepreneurs, LaunchPad Alumni and experts in their field.
Ron E. Ainsworth, Chairman of the Board, Tellson Securities, Inc.- Path to Liquidity
Ron E. Ainsworth has over thirty-five years of investment banking experience. Mr. Ainsworth has overseen more than 400 transactions, totaling over $15 billion across an array of industries including food services, healthcare, manufacturing, apparel and technology. Mr. Ainsworth served as president and CEO of Trenwith Securities, an investment banking firm that Mr. Ainsworth co-founded in 1981.
Mr. Ainsworth developed Trenwith Group from its roots as a buyout firm to a full service investment bank. In 2001, Trenwith partnered with one of the nation’s leading accounting and professional service firms and expanded the financial services practice from two locations to seven locations doing business worldwide, including China. Mr. Ainsworth served as Managing Director, on Trenwith Group’s international corporate finance committee, providing advisory services in 110 countries worldwide. Mr. Ainsworth worked with his partners in Latin America, Canada, India and China to develop an international M&A and Corporate Finance business. He served as Chairman while expanding Trenwith China presence with the development of a government, Wholly Owned Foreign Enterprise in Beijing, China.
Daniela A. Bota, MD, PhD, Neuro-Oncology, UC Irvine
Dr. Bota is the Senior Associate Dean for clinical research and Chief Scientific Officer for the Center for Clinical Research at UCI Health. Furthermore, she is an Associate Professor for Neurology and the Medical Director for the Neuro-Oncology program for the School of Medicine at the University of California, Irvine. In addition, Dr. Bota is the co-director of the UCLA-UCI Alpha Stem Cell Clinic, and the clinical director of the Sue & Bill Gross Stem Cell Research Center. She has devoted her research career to finding cures for brain tumors, and regeneration of damaged tissues. With the support from NIH and industry, Dr. Bota has conducted a number of multicenter clinical trials.
***FULL*** Trish Costello, CEO & Founder, Portfolia- Activating Investor Around Companies Women Want to See
Trish Costello is CEO of Portfolia and Managing Director of Portfolia Funds. Portfolia creates investment funds designed for women, so they can back the companies and innovations they want in the marketplace, for returns and impact. Portfolia has funds in Women’s health, Enterprise, Consumer Tech, Active Aging & Longevity, Food & AgTech, and Diversity/Inclusion. Portfolia funds provide an interactive and educational view of investing for its members, whilst seeking market returns and innovating the marketplace.
Trish is internationally recognized for her pioneering work in preparing venture capital investment partners through the prestigious Kauffman Fellows Program, where she was the founding CEO and CEO Emeritus. Trish was Founding President of CVE Capital Corp, the holding company of a $1.7 billion Fund of Funds. Costello was on the start-up team of the Kauffman Foundation’s entrepreneurship center, where she played a leading role nationally in increasing equity investments in women’s businesses and in funding initiatives supporting high-growth women entrepreneurs, as well as equity programs for all high-potential entrepreneurs. Trish led the National Science Foundation SBIR Sub-Committee on Commercialization and was the Director of the Arthur M. Blank Center of Entrepreneurship at Babson College.
Trish intends to activate the capital of 100,000 women over 5 years, investing over $1.4B in companies women want in the marketplace.
Sabing Lee, Partner, Knobbe Martens, Olsen & Bear, LLP. - Intellectual Property-How to Protect your IP
Sabing H. Lee is a partner in the Orange County office of Knobbe, Martens, Olson & Bear, LLP. Mr. Lee received his bachelor’s degree in Materials Engineering, Phi Beta Kappa and summa cum laude, from UCLA, and also received his master’s degree in Materials Science and Engineering from UCLA. He received his J.D. from the University of California, Berkeley School of Law (Boalt Hall), where he was an Articles Editor and Executive Editor for the Berkeley Technology Law Journal.
Mr. Lee’s practice includes strategic patent procurement, patent portfolio management, intellectual property due diligence and general counseling on infringement, licensing, interferences and post-grant proceedings. Mr. Lee currently represents clients in a wide range of technologies, with an emphasis on medical devices and procedures and materials science.
In the medical device field, Mr. Lee has worked extensively with cardiovascular, orthopedic, wound care and aesthetic technologies. He has been involved in the intellectual property strategy and acquisitions of PercuSurge (acquired by Medtronic), Flex-Foot (acquired by Össur), Endius (acquired by Zimmer Holdings), ev3 (acquired by Covidien), IDev Technologies (acquired by Abbott), Tornier (merged with Wright Medical Technologies) and CardiAQ Valve Technologies (acquired by Edwards Lifesciences).
Mr. Lee currently serves on the Board of Directors for OCTANe, and has been selected for inclusion in the “Southern California Super Lawyers” list from 2013-2017 by Super Lawyers magazine for his work in intellectual property law.
Goran Matijasevic, MBA, Ph.D., Executive Director, UCI Chief Executive Roundtable- Start Up Resources- Where to go and where to find them?
Goran Matijasevic, MBA, Ph.D., is Executive Director of the UCI Chief Executive Roundtable. In this role, he oversees and advances research collaborations and strategic initiatives and also serves as UCI ambassador, establishing partnerships and opportunities that serve to enhance community connections across all campus interdisciplinary fields. Previously, he was director of research development at the UCI Henry Samueli School of Engineering. Prior to UCI, he worked in research development manager positions at two electronics start-ups. Goran currently serves on the boards of OCTANe and SoCalBio, as well as the advisory board of 2-1-1 Orange County. Goran received his MBA from Pepperdine University and his Ph.D. degree from UC Irvine in Electrical and Computer Engineering.
***FULL*** Jim Mazzo, Global President of Ophthalmic Devices, ZEISS- Buying and Selling Healthcare Companies- What are Strategics looking for?
James V. (Jim) Mazzo is Global President for Carl Zeiss Meditec’s Strategic Business Unit Ophthalmic Devices, which includes Ophthalmic Diagnostics, Surgical Ophthalmology and Refractive Lasers. Carl Zeiss Meditec has the broadest line of diagnostic and surgical products in the industry and has been an innovative leader in medical technology for over 100 years.
Mazzo is one of the ophthalmic industry’s best known and most respected business leaders with over 38 years of proven experience. His global reputation for building and running world-class organizations is based on 22 years leading Allergan’s North American and European eye care organizations; 7 years as Chairman, President and CEO of Advanced Medical Optics (AMO); 4 years as EVP of Abbott’s global ophthalmology business; 3 years as Executive Chair and CEO of AcuFocus.
Additionally, he is Chairman of Neurotech, a retinal implant company; on the Board of Directors for Avellino Labs, a biotechnology and genetic science company; and is founder and on the executive committee of OCTANe. He is a member of the International Intraocular Implant Club (lllC), is Leerink’s Special Advisor Medical Devices and is Executive Committee Board Member with the Medical Device Manufacturers Association (MDMA). Mazzo is on the ASCRS Governing Board, the AAO Foundation Advisory Board, the ICO Foundation Advisory Board, the AGS Foundation Advisory Board and serves on NASA’s Mission to Mars Committee.
His accomplishments and contributions to the healthcare industry and business and educational communities include serving as Board Chairman for AdvaMed; on the University of California at Irvine foundation; as Vice Chair Trustee Chapman University; as past trustee for University of San Diego; and recognized two times on The Ophthalmologist’s Power List as a top influencer in ophthalmology today.
Suzanne B. Sandmeyer, PhD, Vice Dean for Research, UC Irvine School of Medicine- Collaborating with Medical Institutions
Dr. Suzanne Sandmeyer is a professor in the Departments of Biological Chemistry, and Microbiology and Molecular Genetics, Vice Dean for Research in the School of Medicine, and Director of the High-Throughput Genomics Facility. She is past Chair of the Department of Biological Chemistry and recipient of the Athalie Clarke Research Award. Sandmeyer is currently a member of the UCI Precision Health Directed Artificial Intelligence Initiative that is exploring various disease states to frame applications of machine learning. Sandmeyer’s research interests are in the areas of genomic technologies and metabolic engineering. She received her PhD in Biological Chemistry from the University of Washington in Seattle, WA.
Jimmy Sanchez, Managing Director - Market Investment Executive, Bank of America - Private Bank- Global Markets Update
Jimmy Sanchez is a Managing Director and Market Investment Executive at Bank of America Private Bank. In his role, Jimmy is responsible for managing the Investment and Trust Teams in Southern California and Arizona. Jimmy leads the Portfolio Management and Trust Teams in developing customized investment strategies that are unique to each client in order to provide integrated advice and portfolio management services to high-net worth clients. In addition, he is responsible for developing and implementing a strategy to grow the Firm’s assets under management. Jimmy serves as the regional chief investment officer often speaking at events communicating Bank of America Private Bank’s Global Forecasts.
Jimmy joined Bank of America Private Bank (formerly U.S. Trust) in 2009 and has more than 25 years of experience in the global capital markets industry. Prior to assuming his role at the Private Bank, Jimmy was a Managing Director at Lehman Brothers leading the Partnership Investment Team investing on behalf of the Firm’s most senior executives. Jimmy started his career on Wall Street working at Chemical Banking Corporation-Global Investors Limited.
Jimmy received his Bachelor of Arts from Rutgers College and is a member of the American Academy of Financial Management.
Rick Sangera, CEO, Atacor- LaunchPad Success Story
Rick has spent over 20 years within the Cardiac Rhythm Management industry, with various roles at Guidant, Cameron Health and Boston Scientific, including 10 years dedicated to the development of the world's first subcutaneous implantable defibrillator system (S-ICD). His experience includes positions within R&D as well as field based roles, creating a foundation that gives him a keen ability to develop novel products that simplify the user experience and improve outcomes for patients. He believes that too often, engineers design products for engineers, rather than the actual user. His goal is to change that mentality to ensure the needs of patients and the medical community always come first.
Rick has proven leadership in research and engineering, a history of cultivating worldwide physician-industry collaborations and he holds over 50 patents in the Cardiac Rhythm Management field.
Rick has earned a BSc degree in Electrical Engineering from the University of Washington and an MBA from Oxford. He enjoys traveling with his wife, sailing and golf... and his self described "mediocre" guitar and piano skills won't threaten his dedication to AtaCor anytime soon.
John Tang, Tax Director, PwC
John is a director in PwC’s Tax practice serving Pharmaceutical/Life Science and Technology companies in coordinating and managing tax services and specialty teams in the United States and overseas for large multinational companies. He has been responsible for the overall delivery of global tax compliance, provision, and consulting services. John has assisted with a variety of considerations around federal and multistate income tax compliance, accounting for income taxes (ASC 740), international tax, tax operations and RPA/automation, and a suite of federal tax services including corporate structuring, loss limitations, accounting methods, R&D credits, mergers and acquisitions, corporate restructurings, and numerous other projects.
Rob West, Director - Risk Consulting, RSM - Looming Data Privacy Regulations and How to Comply
Rob specializes in technology security consulting services and general information security controls. He has a broad range of experience in information systems auditing, third-party attestation engagements (System and Organization Controls [SOC]), Health Insurance Portability and Accountability Act (HIPAA)/Health Information Technology for Economic and Clinical Health (HITECH) reviews and Electronic Prescriptions for Controlled Substances (EPCS) audits. Rob is also the West Region HIPAA/HITECH leader and participates in RSM’s National HIPAA/HITECH Compliance Committee.
Rob’s background is extensive, providing compliance services to public and private companies throughout Southern California and the United States. His clients have included several large Fortune 500 companies, financial services institutions, media and entertainment companies, retail and manufacturing companies, pharmaceutical companies, health care providers, and distribution and logistics companies.
Mitch Wexler, Managing Partner, Fragomen- Work Visa/Green Card Issues/Challenges for MedTech Professionals
Mitch manages the firm's Irvine and Los Angeles offices. His practice is quite diverse in that it is comprised of individual high net worth foreign nationals, start up, mid-size and large multinational companies with regard to all of their work visa/immigration matters. Mitch's clients are equally diverse across industry sectors including manufacturing, pharmaceutical, technology, construction, real estate, development, entertainment and more.
Mitch is a member of the firm's national Executive Committee. He is a California State Bar certified specialist in immigration and nationality law. Mitch also teaches an annual module on business and investment (including EB-5) immigration law at the University of California Irvine Law School
Clay Wilemon, Chief Strategy Officer & President, Brand Activation, Brado- Leveraging search and social data to precisely launch new healthcare brands
Clay Wilemon serves as Brado™ Chief Strategy Officer and President of the Brado Brand Activation practice group. He has extensive healthcare marketing experience including helping medical device, biotech, diagnostics, pharmaceutical, and healthcare services companies launch over 500 new medical brands.
Clay is a graduate of Vanderbilt University and has been instrumental in launching two medical device companies. In addition to his work at Brado, Clay is a partner in the Visionary Venture Fund and serves on the Board of Directors of OCTANe, a technology focused economic development organization in Southern California.
Pascal Verdonck, CEO, MedTech Flanders, Enabling Medtech Innovation & Education in Europe: How US companies can use the Flanders medtech innovation platform to co-create and demonstrate their technologies for the EU market
Pascal Verdonck was born in 1963 in Gent, Belgium. He graduated as Master of Science Civil Engineering in 1986 from the Ghent University. He obtained his diplomas in Master of Business Administration (1989), Master of Science Biomedical Engineering (1993) and PhD (1993) from the Ghent University.
For twenty years he was full time at the Ghent University with visiting professorships at Imperial College London and the Universities of Paris XII , Groningen and Bologna. He did a sabbatical as CEO of the private Maria Middelares hospital for eight years.
Now he is full professor of medical technology at Ghent University and visiting professor at KULeuven. He is also an active member of the board of directors of hospitals, CEO of MedTech Flanders, Voka Flanders chamber of commerce and industry and the Belgian Society of Hospital Directors.
His scientific interest are health care leadership and medical technology.