Registration for Breakfast is Open!

As an attendee at Tech Innovation Forum, you're able to participate in two small-group sessions.

Goran Matijasevic, Executive Director, Chief Executive Roundtable at UC Irvine

When | Friday, May 14 at 8 AM -CLOSED FOR REGISTRATION

Topic | Start Up Resources at a University – Where to go and where to find them?

Goran Matijasevic, Ph.D., MBA, is the executive director of the UCI Chief Executive Roundtable. He is one of UC Irvine's ambassadors to the local and national business community, establishing partnerships and opportunities that serve to enhance leader-to-leader connections across the campus. Prior to his position at the Roundtable, he was director of research development at The Henry Samueli School of Engineering. Prior to UCI, he worked in research development manager positions at two electronic start-ups.  He has four patents, and has co-authored three book chapters and over forty conference and journal publications. He is past Chair of the University Industry Demonstration Partnership (UIDP). 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.

 

Ray Grainger, CEO and Founding Partner, Mavenlink Inc.

When | Friday, May 14 at 8 AM -CLOSED FOR REGISTRATION

Topic | Foundational Decision Making: Setting the Stage for Success

Ray Grainger is the Founder and CEO of Mavenlink, where he is leading the mission to reinvent the way businesses do work. He has dedicated his career to helping clients succeed, and brings over 25 years of experience in software and high technology consulting to Mavenlink. Ray began his career at Accenture, where he spent 17 years honing his expertise in professional services management as Global Managing Partner.

 

Charles Plant, Founder, The Narwhal Project

When | Tuesday, May 18 at 8AM-CLOSED FOR REGISTRATION

Topic | Unicorn Math: Five Secrets to Creating Your Own Unicorn

Charles Plant is a serial entrepreneur, innovation economist, and scaleup advisor. As founder of The Narwhal Project, he has written more than 35 research papers and a book entitled Triggers and Barriers: A Customer Perspective on Innovation. He is currently working on his second book: Unicorn Math: Developing an Algorithm for Rapid Growth. Plant was co-founder and CEO for 15 years of Synamics, a telecommunications software firm. He has been founder or co-founder of three, Board Chair at six and CFO of eight emerging technology companies. He has worked on numerous financing and M&A transactions in investment banking, on the management committee and CFO of three venture capital firms, and as an advisor at a number of incubators.  He spoken extensively in North America, South America and Europe, advised national, provincial and city governments on innovation policy, taught in the MBA program  at York University’s Schulich School of Business and has taught innovation and entrepreneurship at the University of Toronto. A CPA, Plant has an MBA  in marketing and is currently pursuing a PhD in Innovation Economics.

 

Jeff Curie, Principal, The Curie Point

When | Tuesday, May 18 at 8AM-CLOSED FOR REGISTRATION

Topic | Recurring Revenue: How to Accelerate Your SaaS Business Growth

Jeff focuses on growing revenue for B2B SaaS companies.  He is a serial entrepreneur and revenue maximization expert in the SaaS space.  He has built and operated several SaaS and software businesses as the CEO and other executive roles that grew from paper napkin ideas, through funding, to grow to several hundred employees and acquisitions.  He is a frequent public speaker on SaaS and scaling technology companies, has several patents, and a great network of resources focused on helping SaaS companies grow revenue. 

 

Jimmy Sanchez, Managing Director and Market Investment Executive, Bank of America

When | Wednesday, May 19 at 8AM-CLOSED FOR REGISTRATION

Topic | Capital Market 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.

 

Delilah Panio, Vice President of Capital Formation, Toronto Stock Exchange

When | Thursday, May 20th at 8 AM 

Topic | Public Markets are Hot: Should You Consider Going Public Now?

Delilah is Vice President of U.S. Capital Formation for Toronto Stock Exchange (TSX) and TSX Venture Exchange (TSXV) based in Southern California. In this role, Delilah advises U.S. companies on the opportunity to list and raise capital on Canada’s premier equity markets. She is a frequent speaker and pitch competition judge and coach, an Advisory Board Member for MAPLE Business Council, a trade organization between Canada and Southern California, and Co-Chair of the Capital Council for WE Global, an innovation studio for women entrepreneurs. Delilah is also the Executive Director and Co-Founder of We Are Enough, a non-profit that educates women on why and how to invest in women-owned businesses and/or with a gender lens. 

TSX and TSXV are a unique funding and listing platform for high growth US companies looking to raise Series B+ capital. Companies with early revenue, a strong management team, and a growth strategy to eventually list on a US exchange should consider the Canadian capital markets as an alternative that may be the right fit. 

 

 

Amber Schiada, Senior Vice President and Senior Director of Research, Co-Lead of all Research Initiatives, JLL’s US High Tech Practice Group

When | Thursday, May 20th at 8AM

Topic | Tech Industry Trends: Office Use, Return to Work, Talent and Funding

Amber Schiada is a Senior Director of Research and Strategy, leading the Southwest Research platform and contributing to the development of thought leadership for the firm. She specializes in economic and demographic analysis, industry trends, and real estate forecasting. Amber frequently advises occupier clients on site selection with an eye toward macro-economic trends and workforce feasibility. She also has extensive experience working with investors of all commercial property types, advising on market and investment strategies. Amber regularly presents her insights at industry events for organizations including ULI, NAIOP, BOMA, and CoreNet Global. She’s been cited in national and local media, including the Wall Street Journal, The Los Angeles Times, CNBC, GlobeSt., and KTVU.

 

Mark Czepiel, CFO, Menlo Micro

When | Friday, May 21st at 8AM

Topic | To SPAC or not to SPAC: Perspectives on Getting Educated on the Process

 

As Menlo Micro’s  first CFO, Mark is responsible for building-out and managing Menlo’s corporate infrastructure consisting of its finance, accounting, legal, and IT functions.
 
Mark has over 25 years of experience managing, advising and investing in public and venture-backed technology companies. In addition to his operational experience, Mark has experience in private equity and investment banking. Mark earned his MBA in finance from USC’s Marshall School of Business and holds a bachelor's degree in economics from Loyola University of Chicago.

 

Kimberly Kovacs, CEO The Arcview Group

When | Friday, May 21st at 8AM

Topic | Cannabis, Hemp and Psychedelics – Are These our Next Unicorns?

Kimberly Kovacs, is the CEO of the Arcview Group, a funding ecosystem comprised of early stage ventures, a licensed broker dealer and management consulting businesses focused on cannabis, hemp and psychedelics. Prior to taking the leap into cannabis as an investor as well as starting her own cannabis company, Ms. Kovacs founded or cofounded 6 companies in tech, raised over $100M and became an active investor after several successful exits. Now that cannabis is state legal, hemp is federally allowable and psychedelics are showing promise in treating everything from PTSD to migraines, starting companies and investing in these frontier industries is enticing but complicated. Come hear Ms. Kovacs unpack how to get started, where to go for capital and address your questions in this AMA-styled program.

 

 

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