Silicon Valley into the Next Decade: The Center of Global Transformation
Conference Agenda
Pre-Conference Events - Thursday, October 2, 2008
Pre-Conference Entrepreneur Workshop
at the Sheraton Palo Alto Hotel (by Application only)
11:30 am 60 min Registration
12:00 pm 60 min Opening Keynote Address & Kickoff Lunch with:
Kevin Fong
Managing Director of GSR Ventures
(previously with Mayfield Fund from 1988 to 2008)
1:00 pm 15 min Break
1:15 pm 75 min Panel Session 1:
Presenting Your Company in 30 Minutes or Less

The "Pitch" is the first - and too often the last - document that a potential investor sees. Entrepreneurs face extreme time pressure to communicate the excitement of their technology, product and business opportunity to venture capitalists. Renowned "Pitch Doctor" Steve Bowman will run a scrub session where two startup CEOs will pitch their company to you and a distinguished panel of VCs.Through this interactive session, you will learn the key to making a good first impression to get your company off the ground.
  • MODERTOR: Steve Bowman, President of BizClarity
  • Katherine Barr, Partner of Mohr Davidow Ventures
  • Bambi Francisco, Founder of Vator.tv
  • Pete Moran, General Partner of DCM
2:30 pm 15 min Break
2:45 pm 75 min Panel Session 2:
Top 10 Fundraising Mistakes


The fundraising process is a long and arduous path, filled with uncertainty and little margin for error. Many entrepreneurs make mistakes along the way and some of those mistakes can be costly in the form of lower valuations, stricter terms and even a failed process. Join a group of successful entrepreneurs and investors for a lively discussion about the fundraising process and how to avoid the most common - and costly - pitfalls.
  • MODERTOR: Eric T. McCrath, Partner in M&A and Private Equity Group, Morrison & Foerster
  • Michael Chang, CEO of Greystripe
  • Steve Larsen, CEO of Krugle
  • Laurie Lumenti, Manager - Emerging Technologies, Silicon Valley Bank
  • Peter Gardner, Managing Director of Wavepoint Ventures
4:00 pm 15 min Break
4:30 pm 60 min Panel Session 3:
Picking the Right Investment Partner


Accepting an investment is a long term commitment for both entrepreneurs and investors. Board meetings, strategy sessions, follow-on investments, and general management issues can put a strain on relationships at even the most successful companies to the point that many have compared the partnership between VCs and entrepreneurs to a marriage. A team of seasoned venture capitalists and entrepreneurs will provide insights on how to pick the best investment partner for your growing enterprise.
  • MODERATOR: Mike Rose, President & CEO, Rose Ryan
  • Jim Connor, Board Director of Sand Hill Angels
  • Ajit Deora, Venture Director - U.S. of Lightspeed Venture Partners
  • Thomas J. Toy, Co-Founder and Managing Director of PacRim Venture Partners
  • Tim Wilson, Managing Partner of Partech Venture
5:30 pm 60 min Cocktail Reception
     
VIP Kickoff Reception
at the Corinthian Event Center (by Invitation only)
6:00 pm 180 min VIP Kickoff Reception

An exclusive invitation to kickoff our annual conference. AAMA leadership, directors, trustees and charter members, along with conference speakers, overseas delegations, and sponsors will be in attendance.

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Conference + Awards – Friday, October 3, 2008
at the Santa Clara Hyatt Regency
7:30 am All Day Registration

8:30 am 15 min Welcoming Remarks from AAMA President
Michael Zhao - President of AAMA and President & CEO of Array Networks

8:45 am 45 min Opening Keynote Address
Tom Siebel - Chairman, First Virtual Group; and
                        Founder & former CEO, Siebel Systems
9:35 am 60 min Panel Session A1:
Funding in the Global Economy


For the past several years, the world's spotlight has shone brightly on emerging markets in Asia, in particular China and India. The fast growing markets have attracted the attention of venture capital investors from both the U.S. and domestic firms. Our panel of top venture capitalists and a serial entrepreneur will shed some light on the state of financing in today's global economy.

While the panelists will speak broadly to the investment opportunities they see in Asia, the discussion will also focus on the risks and rewards of overseas investing. How have domestic firms performed relative to U.S.-based venture capitalists who invest abroad? What sectors and stage investments are attracting the most capital? How do cultural differences affect fundraising dynamics? How do entrepreneurs and boards communicate and collaborate across country borders?

  • MODERATOR: James Chapman - Managing Partner, Nixon Peabody
  • Promod Haque - Managing Partner, Norwest Venture Partners
  • Mark Lee - Co-Founder, President & CEO, DeviceVM
  • Richard Lim - Managing Director, GSR Ventures
  • Tae Hea Nahm - Founding General Partner, Storm Ventures
  • Gregory J. Rossmann - Managing Director, The Carlyle Group

Panel Session B1:
Cleantech Visionaries: What's Next?


Cleantech has captured a significant amount of attention in recent years. Investors and entrepreneurs have responded to the perfect storm that has brewed from the marked increase in energy prices, heightened concerns over national security, improving cost economics for renewable technologies, and more widespread corporate and government support for alternative energy. The solar industry alone has grown at an annual clip of nearly 50% in the U.S., and the high cost of energy in some areas of the country has already made solar an affordable alternative to the grid. Responding to the opportunity, venture capital firms have invested nearly $4 billion in cleantech during 2007, with over $1 billion in the solar sector alone. Cleantech is here, but is it here to stay?

This session will explore the breadth of sectors within cleantech and the viability and sustainability of the space for entrepreneurship and investment. Industry visionaries from various parts of the cleantech ecosystem will address the following questions such as: Which clean technologies will emerge as game changers over the next decade and will they be enough to solve the world's energy issues? Are certain cleantech sectors too dependent on transient macroeconomic conditions to succeed? Is there still a place for new cleantech start-ups, given the long technology development cycles, heavy dependence on an aging infrastructure, and entrenched entities that resist change? Many countries around the world have adopted more aggressive alternative energy policies, what has held the U.S. back and can we catch up?

  • MODERATOR: Jorge del Calvo - Partner, Pillsbury Winthrop Shaw Pittman
  • Andrew Chung - Principal, Lightspeed Venture Partners
  • Dr. Charles Gay - Corporate Vice President & General Manager of Solar Business Group, Applied Materials
  • Hal LaFlash - Director, Emerging Clean Technology Policy, PG&E
  • Dr. Richard Swanson - Co-Founder, President & CTO, SunPower Corporation
9:30 am 90 min VC One-on-One Speed Meetings (click for more info)

10:35 pm 25 min Break
11:00 am 60 min Panel Session A2:
Building a Global Enterprise


Globalization and the enormous trajectory of China are making international expansion a necessity that offers unprecedented opportunities for growth and poses a host of new challenges. In this session, a panel of experts from various business sectors share their experiences, insights, and strategies for global expansion. Worldwide culture, talent management and retention, intellectual property and security, technology transfers and currency markets are a few of the key areas companies need to consider in developing successful and scalable global strategies and operations into the next decade. Our panel of experts will address these challenges, offer projections for future economic growth and will discuss possible effects of the Beijing Olympics on the global business environment.
  • MODERATOR: Daniel R. Quon - Senior Vice President, SVB Global - China
  • Dr. Friedhelm Blobel - President and CEO, SciClone Pharmaceuticals
  • Dr. Jack Gao - CEO, Star China, and Vice President, News Corporation
  • Jacob Hsu - CEO, The Symbio Group
  • Patrick Lo - Chairman and CEO, Netgear

Panel Session B2:
The Cleantech Entrepreneurial Experience


This session features a panel of cleantech entrepreneurs from a mix of companies that have proven to be highly successful and high profile start-ups that show great promise. A variety of case studies that span various cleantech sectors will serve to illustrate the first-hand challenges and potential rewards of starting companies in the space, particularly for entrepreneurs who are migrating from IT, and inspire others to follow suit.

The panel will address the following questions: what are the best entrepreneurial opportunities in cleantech in 2008? What are some of the key challenges in discovering and commercializing clean technologies? Do cleantech startups still have outsized upside potential? Many of the most successful cleantech upstarts have featured entrepreneurs from the IT world. How have these tech entrepreneurs managed to redefine and reeducate themselves?

  • MODERATOR: Armando Castro - Partner in Business & Finance Group, Morgan, Lewis & Bockius
  • Larry Gross - President & CEO, EdeniQ
  • Frank P. Paniagua, Jr. - Founder & CEO, Green Plug
  • Lyndon Rive - Founder and CEO, SolarCity
  • Kevin Surace - President and CEO, Serious Materials
12:00 pm 60 min Lunch

1:00 pm 60 min Futurecasting Panel: Trends and Emerging Areas
Dr. Bob Johansen - Former President and CEO, Institute for the Future and Author of Get There Early: Sensing the Future to Compete in the Present
2:00 pm 90 min VC One-on-One Speed Meetings (click for more info)

2:15 pm 60 min Panel Session A3:
Mergers & Acquisitions


While the volume of M&A deals have their cycles, in general, the number of cross-border transactions between the US and other Asian countries will continue to rise in the coming years. With the continued strong growth of the APAC economy and less optimal global IPO markets, M&A transactions offering immediate market access and expansion are increasingly attractive. Transactions take a wide range of shapes and forms, such as China Mobile's acquisition of Paktel, Hitachi's acquisition of M-Tech and various deals by global leaders such as Microsoft, Google, Infosys, TATA, etc.

This session will explore critically important issues regarding M&A transactions and opportunities for now and in the future. Our leading M&A experts will discuss the challenges, risks and threats in U.S.-APAC mergers & acquisitions transactions, as well as trends, opportunities and emerging arenas for the future.

  • MODERATOR: Jaclyn Liu - Partner in Corporate Finance Group, Morrison & Foerster
  • Sunil Bhatia - Head of Strategic Accounts, Satyam Computer Services
  • David J. Lam - Vice President, The Carlyle Group
  • Dr. Robert P. Lee - Co-Founder, Chairman & CEO, Achievo Corporation
  • Evan Winkler - Managing Director, Co-Head of Technology, Media and Telecom M&A, UBS
  • Amin Zoufonoun - Principal - Corporate Development, Google

Panel Session B3
Future of Wireless


Innovation in the mobile space is taking place at warp speed. All dimensions and facets of the mobile ecosystem, including devices, operating systems, applications, and data access platforms, are undergoing rapid transformation. New business models and paradigms that barely existed a year ago are emerging to turn the industry on its head.

This panel, consisting of distinguished speakers and think tanks from wireless carriers, handset manufacturers, venture capital and the chipset industry, will examine solutions that are available in the marketplace today and predict the state of the industry over the next five years. Key areas covered include mobile WiMAX vs LTE (long term evolution), open operating system paradigms, handset capabilities, location-based services for enterprise, M2M telematics, search, social networks, IPTV, marketing models, payments and massive multi-player gaming.

  • MODERATOR: Timothy Chang - Principal, Norwest Venture Partners
  • Jennifer Byrne - Director of Digital Media, Verizon
  • Gen Isayama - Partner, DCM
  • Purnima Kochikar - Director of Strategy and Business Development, Nokia Enterprise Solutions
  • Dr. Rama K. Shukla - Vice President of Mobility Group and Director of WiMAX
    Program Office, Intel Corporation
  • Richard Wong - Partner, Accel Partners
3:15 pm 15 min Break
3:30 pm 45 min Afternoon Keynote Panel - Capital Markets

The U.S. financial markets are experiencing extraordinary volatility and consolidation. In the last month, Fannie Mae and Freddie Mac were rescued by the government, Lehman Brothers unsuccessfully sought a buyer and had to file for bankruptcy, and Merrill Lynch, fearing it would be the next Lehman Brothers, was forced to sell to Bank of America. Alan Greenspan has suggested that activity like this occurs 'once in a century'.

Is the worse yet to come? What does all of this mean to Silicon Valley, the mecca of innovation and entrepreneurship? What does it mean for the overall global economy? What can we expect in this time of uncertainty? Through a fireside chat session, the panel will discuss the current financial crisis and give us their insight into what we can expect in the months to come.

  • MODERATOR: Catharina Y. Min - Partner, Reed Smith LLP
  • James E. Anderson - President, SVB Analytics
  • Storm Duncan - Managing Director, Co-Head of Technology M&A, Credit Suisse
  • Promod Haque - Managing Director, Norwest Venture Partners
4:15 pm 15 min Break
4:30 pm 60 min Panel Session A4:
Future of Entertainment


The prevalence of broadband and digitization of multimedia content have brought about fundamental shifts in consumer entertainment. Consumers can create their own music, videos and games, generating an explosion of accessible content. Consumers are also given ever more control over the entertainment experience, including the ability to dictate what they enjoy and when and how they want to enjoy it.

Traditional business models are facing severe challenges from emerging platforms that surfaced in the world of digital media. Innovative leaders in the entertainment industry will discuss technologies and business models that are revolutionizing entertainment today. They will also offer a glimpse into the consumer entertainment experience of tomorrow.

  • MODERATOR: Richard Ingrassia - Senior Research Analyst, Roth Capital Partners
  • Bing Gordon - Partner, Kleiner Perkins Caufield & Byers
  • Dr. Buno Pati - Co-Founder and Chief Executive Officer, Sezmi
  • Marc Shedroff - Manager of Strategic Partner Development, YouTube/Google

Panel Session B4:
Virtual Reality


At a time when venture investing has turned stagnant, virtual worlds continue to be a hot target. According to the leading trade media company on the virtual world, Virtual Worlds Management, companies in this industry saw a massive $345 million worth of investment during the first half of 2008. As a further sign of market legitimacy, large players are also vying for a piece of the action with recently released virtual world offerings. Although once viewed as nothing more than an entertainment medium, participants in the virtual worlds are increasingly finding their way into a plethora of online services, including social networks and education. New investment has opened the doors for fresh business ventures in marketing services, virtual goods, professional training, enterprise services, and many others.

This panel will discuss how virtual worlds are affecting traditional internet services and enabling never-before-seen functionality, as well as what the future has in store for emerging business opportunities involving this "brave new world".

  • Chris Badger - Vice President of Marketing, Forterra Systems
  • Derek Liu - Founder & CTO, Gaia Online
  • James Jen - Director and Executive Producer, Augmentum
  • Niniane Wang - Engineering Manager, Google
5:30 pm 120 min Gala Networking Reception

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AAMA Connect 2008