May 18–20, 2022
Corporate Venture
Investor Summit
OVERVIEW
Omni Barton Creek Resort & Spa
Travel & Transportation
Co-Chairs
Agenda
Overview
Speakers
Venue
Contact
CoviD-19 Protocol
CONTACTS
8:00 am
Grab & Go Breakfast
(Barton Creek Room)
10:00–11:00 am
How corporates should be thinking about cyber and data security and what are the current threats?
• Greg Martin, Co-Founder & CEO
• Thomas Pace, Co-Founder & CEO, NetRise
• Stephen Shoaff, CEO & Co-Founder, 443ID
(Barton Creek Room)
11:00 am–12:00 pm
“Uncomfortable Conversations” about Diversity in CVC: Talk is cheap, how do we make real changes?
• Amelia Gandara, Principal, Strategic Partnerships, Nationwide Ventures
• Tanvi Narain, Senior Associate, Counterpart Ventures
• Phoebe Wang, Head of Deeptech Investments, Shell Ventures
(Barton Creek Room)
12:00 pm
Lunch & Keynote
A Data Scientist’s Guide to
Digital Transformation
Robert Welborn,
Head of Decision Science, Meta
(Barton Creek Room)
2:00–2:30 pm
FinTech - no slowdown in the face of valuation challenges.
• Donna Parisi, Partner, Shearman & Sterling LLP
• Jon Zanoff, Founder & General Partner, Stella
Ventures; Founder, Empire Startups
(Barton Creek Room)
3:00–5:00 pm
Afternoon Social
Get out of the classroom and onto the court, course or chef’s kitchen. Select your activity during registration.
7:00 pm
Dinner & Keynote
Pete Michelsen, Partner, Qatalyst Partners
(Barton Creek Country Club - Palm Court)
Lateral Recruiting/Hiring Discussion
• Group 1 Facilitators: Gus Atiyah
• Group 2 Facilitators: Rob Freedman
• Group 3 Facilitators: TBD
3:00 pm
Check-in at the Shearman
Reception Desk
(Hotel Lobby)
6:00 pm
Welcome Reception & Dinner
(Lady Bird Lawn)
Enjoy cocktails and dinner with a
sweeping view of the Texas Hill Country.
3:10–3:45 pm
Texas Strategy – Dave Beveridge and Bill Nelson (LBJ Pavilion)
Join Zoom
3:45–4:15 pm
Jeopardy (LBJ Pavilion)
4:15–5:00 pm
Ice Breaker and Prizes (Pecan Canopy)
6:00–7:00 pm
Cocktails & Meet the Longhorns
(LBJ Terrace)
7:00 pm
Dinner (LBJ Pavilion)
Thursday, May 19
Friday, May 20
Wednesday, May 18
AGENDA
Please join us for the 2nd Annual Shearman & Sterling Corporate Venture Investor Summit on May 18–20, 2022 in Austin, Texas. The Summit will offer insights and strategies from leading corporate venture investors and will provide ample opportunity for networking and information sharing from top industry leaders.
We look forward to reconnecting with you!
Driving?
Complimentary self-parking is available on site, or valet parking is available for
$37 per day.
Business Development Discussion
• Group 1 Facilitators: Gus Atiyah
• Group 2 Facilitators: Rob Freedman
• Group 3 Facilitators: TBD
Flying?
Flying? Located in central Texas, the Omni Barton Creek Resort & Spa is 26 miles from Austin-Bergstrom International Airport (AIBA). Upon arrival to AIBA, take a taxi, Uber, or arrange a car service to the Resort.
At Shearman & Sterling we continue to prioritize the health and safety of our personnel and guests. As part of our protocols, all attendees are required to be vaccinated and masks are required while indoors.
special.events@shearman.com
May 18–20, 2022
Omni Barton Creek Resort & Spa
8212 Barton Club Drive
Austin, Texas 78735
Please register by Friday, May 6.
8:00–11:00 pm
After Dinner Drinks (The Scribes Club)
Travel & Transportation
Greg Martin
Co-Founder & CEO,
Stealth Startup
Thomas Pace
Co-Founder & CEO, NetRise
Robert Welborn
Head of Decision Science,
Meta
Donna Parisi
Partner,
Shearman & Sterling LLP
Robert Welborn
Robert Welborn is the Head of Decision Science at Meta. He runs the Meta Brand Analytics, as well as Reality Labs, and Public Affairs. Prior to joining Meta, Robert was the Chief Data and Analytics Officer of General Motors. He's the former Chief Data Scientist at USAA. He currently serves on the Board of Directors of NOV and on the Executive Board at Stripes, the venture capital fund. Robert holds a Bachelor of Science in Engineering from Texas A&M University and a Master of Business Administration from the University of California, San Diego.
Donna Parisi
Donna is the Global Head of Financial Services and FinTech. She spearheads the firm’s FinTech Foundry program, which supports the FinTech-related activities of our clients and the wider global FinTech ecosystem including financial institutions, FinTech startups, accelerators and incubators, venture capital and private equity investors, and policymakers.
Donna is also the Global Head of Shearman & Sterling’s Finance Business Unit. On a day-to day basis, she advises clients on the full range of derivatives, structured products, securitization, capital markets and commodities matters.
Donna received her J.D. from Boston College Law School, magna cum laude, and her B.A. from Vassar College.
Thomas Pace
Tom is currently the co-founder and CEO of NetRise, a cybersecurity company focusing on protecting firmware across complex environments. Prior to NetRise, Thomas served as the Global Vice President of Enterprise Solutions at Cylance (now BlackBerry) where his responsibilities ranged from conducting incident response investigations to product marketing, public speaking, and analyst relations.
Thomas was also responsible for ICS security at the Department Of Energy in 2013. As veteran of the United States Marine Corps, Thomas served in both Iraq and Afghanistan from 2004 - 2008. Thomas has spoken at numerous security conferences including Black Hat and RSA, and was recently interviewed on 60 Minutes for his efforts related to ransomware.
Greg Martin
Greg is the Co-Founder and CEO of a startup currently in stealth mode, formerly the founder of Cybersecurity companies Anomali and JASK (acquired). Greg and is a cybersecurity expert with over 15 years industry experience including a technical adviser to the FBI, the United States Secret Service, and NASA. Greg also an active investor and advisor for first time startup founders primarily in the Austin, TX area.
Neff Hudson
Vice President of Corporate Development, USAA
Michael Dorf
Partner,
Shearman & Sterling LLP
Patrick Eggen
Founding General Partner, Counterpart Ventures
Senior Associate &
Head of Operations,
Counterpart Ventures
Mikey Kailis
Carmelo Gordian
Partner,
Shearman & Sterling LLP
Carmelo Gordian
Carmelo Gordian is a partner in the Emerging Growth practice at Shearman & Sterling. Carmelo's practice includes corporate and general business law with emphasis on corporate finance, venture capital, initial and secondary public offerings, mergers and acquisitions. Carmelo focuses his practice on life science, software, telecommunications, semiconductor and energy sector companies. He advises companies and boards of directors on corporate governance issues as well as serving as counsel to special committees formed by boards of directors and has an active practice representing GPs and LPs of hedge funds, private equity funds, venture capital and real estate funds.
Carmelo received his J.D. in 1983 from Harvard Law School and his B.A. from Harvard University in 1980.
Mikey Kailis
Mikey grew up in Perth, Western Australia where he attended the University of Notre Dame (BA) & University of Western Australia (MCom). Mikey worked as a journalist after completing his Bachelor of Arts in 2011. Following journalism he studied business management and began working with and advising startups, most recently in the mining and resources industry. From 2013 to 2015 he helped manage an Asia Pacific wide competition aimed at identifying and funding promising seed stage startups by providing access to capital and Silicon Valley investors.
From 2015 to 2018 Mikey worked with global mining and resources companies to address the sector’s challenges in Australia, North America and Africa. Mikey identified promising startups building new technologies to solve the sector’s challenges and helped establish pilot projects. He worked with innovation and digital transformation teams and holds a keen interest in bringing about disruption to industries such as mining, agriculture, logistics and transport.
Mikey enjoys advising entrepreneurs and startups solving real-world problems. He takes an active role in growing early stage companies by getting hands on with Counterpart’s founders, brokering introductions to customers and scaling quickly but methodically.
Mikey moved from Perth to San Francisco in 2018 and helps manage Counterpart’s portfolio, general operations, deal flow, marketing and corporate venture capital network Counter Club.
Neff Hudson
Neff Hudson is Vice President, Corporate Development. He manages the prospect pipeline for USAA's venture capital fund, evaluating 1000-plus startups per year through a network of partnerships and five LP investments. Neff also leads commercialization efforts for USAA's 900-plus patent portfolio. He serves as a board observer for Automat and an advisory board member for Fraser-McCombs Capital and USAA's Corporate Responsibility team.
Neff has held a variety of leadership positions in digital operations, strategy and design, including channel manager of USAA.com and USAA Mobile. During his tenure, USAA Digital was ranked as the top personal financial services platform by Javelin Research and Forrester Research. Neff is a 19-year USAA employee and a lifelong USAA member; his father and two brothers served in the Army, and he was born in a military hospital overseas.
Neff Hudson
Neff Hudson is Vice President, Corporate Development. He manages the prospect pipeline for USAA's venture capital fund, evaluating 1000-plus startups per year through a network of partnerships and five LP investments. Neff also leads commercialization efforts for USAA's 900-plus patent portfolio. He serves as a board observer for Automat and an advisory board member for Fraser-McCombs Capital and USAA's Corporate Responsibility team.
Neff has held a variety of leadership positions in digital operations, strategy and design, including channel manager of USAA.com and USAA Mobile. During his tenure, USAA Digital was ranked as the top personal financial services platform by Javelin Research and Forrester Research. Neff is a 19-year USAA employee and a lifelong USAA member; his father and two brothers served in the Army, and he was born in a military hospital overseas.
Patrick Eggen
Previously Patrick was the Managing Director of Qualcomm Ventures North America where he led all U.S. investments (~$500M AUM). He scaled the U.S. fund to 80+ investments across all stages and sectors. He also elevated the group to think with the mindset of a financial VC based on pure financial returns, domain expertise and activist investor role (leading rounds and taking board seats). He drove key thought leadership around all current core investment themes ranging from hardware, software, adjacent verticals and frontier tech. Based on last 13 years of direct venture investment experience, personally involved in 100+ transactions and 30+ exits. Patrick opened and led Qualcomm Ventures’ SF Bay Area practice. Additionally, he founded Qualcomm’s Global Early Stage Fund, focused on Seed and Series A opportunities.
This Early Stage Fund was the first of its kind in any Corporate Venture Capital organization. Under his leadership, he scaled the Fund to 70+ investments, which include big wins such as Zoom (NASDAQ:ZM), Matterport (NASDAQ:MTTR), Noom, Cruise Automation (acquired by GM) and 99 (acquired by Didi). Patrick led the Zoom investment which was the largest absolute return in QCV history. He actively sourced or served as a Board Member/Observer for QCV investments in Clarifai, Cloudflare, Matterport, Noom, OpenSignal, Particle, Plivo, Sense360, Sparta Science, and Swift Nav. Additionally he worked very closely and co-sponsored Ring (acquired by AMZN) and Waze (acquired by GOOG). Prior investments (exits) include Aicent, Avaak (acquired by NTGR), Divide (acquired by GOOG), Clicker (acquired by CBS), Magisto (acquired by IAC), Starmaker, Tempo.AI (acquired by CRM), ThinkNear (acquired by TNAV) and Viewdle (acquired by GOOG).
Prior to joining Qualcomm Ventures, Patrick worked for Citigroup Investment Banking unit in their Chicago, London and Hong Kong offices. Patrick has an M.B.A. from the Kellogg Graduate School of Management and a B.A. from Northwestern University.
Michael Dorf
Michael has extensive experience in U.S. domestic and cross-border M&A transactions, carve-outs, venture capital financings, strategic investments, joint ventures and corporate partnering transactions. He has represented public and private companies, private equity funds, venture capital investors and sovereign wealth funds in the technology, media, telecommunications, biotechnology, health care, renewable energy, consumer products and other industries. In addition, Michael represents portfolio companies of private equity clients, handling day-to-day legal activities, add-on acquisitions, and other general corporate work.
Michael received his J.D. from Columbia University School of Law and his B.A. from the University of California, Berkeley.
David Beveridge
David Beveridge is Senior Partner of Shearman & Sterling, where he leads the strategic direction and operations of the firm. Prior to assuming this role, David served in various roles across the firm, including as its Global Managing Partner, Regional Managing Partner-Americas and Capital Markets-Americas Practice Group Leader in the firm’s New York office. He also previously headed the Capital Markets-Europe practice in London, where he practiced for over a decade. He represents both issuers and underwriters in the full spectrum of debt, equity and hybrid security offerings, including high yield and IPOs, and has extensive experience with cross-border private equity, acquisition financing and debt restructuring transactions. David has been named a leading practitioner for capital markets by Chambers Global, Chambers USA, Chambers UK, The Legal 500, IFLR1000, Who’s Who Legal and PLC Which Lawyer. He graduated from the University of Texas Law School where he achieved Order of the Coif distinction and is a Phi Beta Kappa graduate of Washington and Jefferson College.
SPEAKERS
Click on each speaker for full bio
SUMMIT CO-CHAIRS
Click on each speaker for full bio
Patrick Eggen
General Partner & Founder, Counterpart Ventures
Neff Hudson
Vice President of Corporate Development, USAA
Kevin Jacques
Partner,
Cota Capital
Kevin Jacques
Kevin Jacques joined Cota in 2021 as a Partner. Prior to Cota, Kevin was Vice President and Head of Corporate Ventures at Visa. During his tenure at Visa, Kevin led the company’s venture investment efforts serving as lead partner on over 25 FinTech transactions. Prior to Visa, Kevin spent seven years at Intuit directing Corporate Development and Investments. At Intuit, Kevin and his team completed over 30 acquisitions, seven divestitures, four direct corporate venture investments, as well as 11 FinTech venture fund investments with total deal value approaching $2B. Prior to Intuit, Kevin spent nearly 12 years as a venture capital partner with Sevin Rosen Funds and Palomar Ventures. Kevin was also the CEO of Globeranger, an RFID middleware provider, and a consultant at The Boston Consulting Group. Kevin received a B.S. in Industrial Engineering from Stanford University and an M.B.A. from the Wharton School at the University of Pennsylvania.
Neff Hudson
Neff Hudson is Vice President, Corporate Development. He manages the prospect pipeline for USAA's venture capital fund, evaluating 1000-plus startups per year through a network of partnerships and five LP investments. Neff also leads commercialization efforts for USAA's 900-plus patent portfolio. He serves as a board observer for Automat and an advisory board member for Fraser-McCombs Capital and USAA's Corporate Responsibility team.
Neff has held a variety of leadership positions in digital operations, strategy and design, including channel manager of USAA.com and USAA Mobile. During his tenure, USAA Digital was ranked as the top personal financial services platform by Javelin Research and Forrester Research. Neff is a 19-year USAA employee and a lifelong USAA member; his father and two brothers served in the Army, and he was born in a military hospital overseas.
Patrick Eggen
Previously Patrick was the Managing Director of Qualcomm Ventures North America where he led all U.S. investments (~$500M AUM). He scaled the U.S. fund to 80+ investments across all stages and sectors. He also elevated the group to think with the mindset of a financial VC based on pure financial returns, domain expertise and activist investor role (leading rounds and taking board seats). He drove key thought leadership around all current core investment themes ranging from hardware, software, adjacent verticals and frontier tech. Based on last 13 years of direct venture investment experience, personally involved in 100+ transactions and 30+ exits. Patrick opened and led Qualcomm Ventures’ SF Bay Area practice. Additionally, he founded Qualcomm’s Global Early Stage Fund, focused on Seed and Series A opportunities.
This Early Stage Fund was the first of its kind in any Corporate Venture Capital organization. Under his leadership, he scaled the Fund to 70+ investments, which include big wins such as Zoom (NASDAQ:ZM), Matterport (NASDAQ:MTTR), Noom, Cruise Automation (acquired by GM) and 99 (acquired by Didi). Patrick led the Zoom investment which was the largest absolute return in QCV history. He actively sourced or served as a Board Member/Observer for QCV investments in Clarifai, Cloudflare, Matterport, Noom, OpenSignal, Particle, Plivo, Sense360, Sparta Science, and Swift Nav. Additionally he worked very closely and co-sponsored Ring (acquired by AMZN) and Waze (acquired by GOOG). Prior investments (exits) include Aicent, Avaak (acquired by NTGR), Divide (acquired by GOOG), Clicker (acquired by CBS), Magisto (acquired by IAC), Starmaker, Tempo.AI (acquired by CRM), ThinkNear (acquired by TNAV) and Viewdle (acquired by GOOG).
Prior to joining Qualcomm Ventures, Patrick worked for Citigroup Investment Banking unit in their Chicago, London and Hong Kong offices. Patrick has an M.B.A. from the Kellogg Graduate School of Management and a B.A. from Northwestern University.
David Beveridge
David Beveridge is Senior Partner of Shearman & Sterling, where he leads the strategic direction and operations of the firm. Prior to assuming this role, David served in various roles across the firm, including as its Global Managing Partner, Regional Managing Partner-Americas and Capital Markets-Americas Practice Group Leader in the firm’s New York office. He also previously headed the Capital Markets-Europe practice in London, where he practiced for over a decade. He represents both issuers and underwriters in the full spectrum of debt, equity and hybrid security offerings, including high yield and IPOs, and has extensive experience with cross-border private equity, acquisition financing and debt restructuring transactions. David has been named a leading practitioner for capital markets by Chambers Global, Chambers USA, Chambers UK, The Legal 500, IFLR1000, Who’s Who Legal and PLC Which Lawyer. He graduated from the University of Texas Law School where he achieved Order of the Coif distinction and is a Phi Beta Kappa graduate of Washington and Jefferson College.
The Summit is co-chaired by Patrick Eggen, General Partner & Founder, Counterpart Ventures; Neff Hudson, Vice President of Corporate Development, USAA; and Kevin Jacques, Partner, Cota Capital.
Attire: Resort Casual
Questions/Contact Information:
Summit logistics and room reservations: Julia Murphy | 212.848.4540
julia.murphy@shearman.com
Summit programming and registration: Beth Harwood | 512.647.1836
beth.harwood@shearman.com
RSVP
RESORT MAP
VENUE
Secluded in the rolling hill country of Austin, Texas, the 4,000 acre newly-renovated Omni Barton Creek Resort & Spa is the ultimate retreat for the Summit.
We have secured a block of rooms for the Corporate Venture Investor Summit at a reduced nightly rate of $309.00 plus taxes and resort fees. During the registration process, you will have the opportunity to reserve a room and you will need to provide a method of payment upon check-in at the hotel. Guests are responsible for room rate, taxes, resort fees and incidentals. Please contact Julia.murphy@shearman.com with any additional questions regarding room reservations.
Phoebe Wang
Head of Deeptech Investments,
Shell Ventures
Phoebe Wang
Phoebe is a Venture Principal at Shell Ventures and focuses on investments in hydrogen, carbon management, mobility, power, and enabling technology in for energy transition. She has over a decade experience in energy and climate tech, with 10 years as venture capital investor. She was also an ex-entrepreneur and built a start-up in technology commercialization. Phoebe is a Charterholder of Chartered Financial Analyst (CFA), with an M.B.A. concentrated in Energy and Finance, and a B.Sc in Engineering. Phoebe holds board director and observer seats of Ionomr Innovations, Bluware, South 8 Technologies, ZeroAvia, Counterpart CVC Advisory Board and Rice Alliance Energy Advisory Board, invested over twenty frontier technology startups. She is a frequent guest lecturer in Brandeis University, UC Berkeley, MIT and Rice University.
Jon Zanoff
Founder & General Partner, Stella Ventures; Founder, Empire Startups
Jon Zanoff
Often dubbed the “Mayor of FinTech,” Jon has spent 20 years building FinTech products, investing in early-stage companies, and nurturing the startup community across North America. Jon is the founder and GP of Stella Ventures, a pre-seed and seed stage FinTech fund focused on the US and Canada. He also founded Empire Startups, the largest FinTech platform in the country, with over 17k members across the US and Canada.
Jon led investments in dozens of companies in his previous role heading the FinTech program for Techstars, the Barclays Accelerator. He serves as a board member or mentor to countless FinTech startups, as a judge for FinTech competitions, and speaks globally on the evolving FinTech landscape. Jon’s experience in FinTech started before the hashtag, leading product teams at Blackrock, Goldman Sachs, Instinet, and E*Trade.
Amelia Gandara
Principal, Strategic Partnerships, Nationwide Ventures
Amelia Gandara
Amelia is the Director of Strategic Partnerships for Nationwide’s ventures team. Previously, she was a member of two corporate innovations teams within GE where she contributed to product development efforts ranging from novel home appliances to industrial inspection technologies. She also managed an evergreen startup seed fund in Louisville, Kentucky. She is former professional ballerina and actively serves on various boards in support of dance and visual art in the region. Amelia earned a Finance Certificate from Cornell University and B.S. in Chemical Engineering from the University of Louisville’s Speed School of Engineering.
Pete Michelsen
Partner, Qatalyst
Pete Michelson
Pete Michelsen is a partner at Qatalyst, where he leads the firm’s Activism and Shareholder Advisory practice.
Pete serves as a senior advisor to Qatalyst’s clients across all sectors of technology on matters including both contested and normal-course M&A, activism defense, proxy fights, and complex corporate governance and ESG matters. Prior to joining Qatalyst, Pete spent 11 years at Goldman Sachs, where he most recently served as Head of Activism and Shareholder Advisory for the Americas, as well as 4 years at CamberView Partners (now PJT Camberview), where he served as President and Head of Contested Situations. He began his career at Merrill Lynch, where he worked as an M&A generalist analyst and associate.
Pete has advised on more than 100 normal-course and contested M&A and shareholder activism engagements for clients with aggregate market capitalizations of over $500 billion, including technology and life sciences firms such as Amylin, Citrix, Dell, Eli Lilly, eBay, Genzyme, Hologic, HP, Mentor Graphics, Micrel, Plantronics, Pluralsight, Talend, Valeant, Verint, Vonage, Yahoo! and Zoran, as well as firms across a broad range of other industries including Aramark, Axiall, Bed Bath & Beyond, Clorox, Evergy, Norfolk Southern, Valaris, and United Technologies. In addition, he has advised on a broad range of complex corporate governance and ESG matters including IPO governance planning, director, say-on-pay and shareholder proposal votes, ESG-related shareholder engagement, and defense preparedness.
Pete received a B.A. in Philosophy, Politics and Economics from Claremont McKenna College and a J.D. from Harvard Law School.
Pete Michelsen
Pete Michelsen is a partner at Qatalyst, where he leads the firm’s Activism and Shareholder Advisory practice.
Pete serves as a senior advisor to Qatalyst’s clients across all sectors of technology on matters including both contested and normal-course M&A, activism defense, proxy fights, and complex corporate governance and ESG matters. Prior to joining Qatalyst, Pete spent 11 years at Goldman Sachs, where he most recently served as Head of Activism and Shareholder Advisory for the Americas, as well as 4 years at CamberView Partners (now PJT Camberview), where he served as President and Head of Contested Situations. He began his career at Merrill Lynch, where he worked as an M&A generalist analyst and associate.
Pete has advised on more than 100 normal-course and contested M&A and shareholder activism engagements for clients with aggregate market capitalizations of over $500 billion, including technology and life sciences firms such as Amylin, Citrix, Dell, Eli Lilly, eBay, Genzyme, Hologic, HP, Mentor Graphics, Micrel, Plantronics, Pluralsight, Talend, Valeant, Verint, Vonage, Yahoo! and Zoran, as well as firms across a broad range of other industries including Aramark, Axiall, Bed Bath & Beyond, Clorox, Evergy, Norfolk Southern, Valaris, and United Technologies. In addition, he has advised on a broad range of complex corporate governance and ESG matters including IPO governance planning, director, say-on-pay and shareholder proposal votes, ESG-related shareholder engagement, and defense preparedness.
Pete received a B.A. in Philosophy, Politics and Economics from Claremont McKenna College and a J.D. from Harvard Law School.
Phoebe Wang
Venture Principal,
Shell Ventures
Stephen Shoaff
Steve has a proven track record building and leading tech companies of all growth stages from pre-revenue startups, VC funded, Private Equity backed, through successful IPO. His strengths are identifying and executing on strategic priorities, building winning teams by attracting and retaining top talent and driving significant growth for successful exits. He is an industry expert in Identity Management and Security.
Steve currently serves as the CEO and Co-Founder of 443ID, an Identity Security SaaS provider. Prior to co-founding 443ID, Steve served as the Chief Product Officer and GM of SaaS at Ping Identity (NYSE: Ping), an Enterprise SaaS and Software provider of Intelligent Identity Security solutions for the Fortune 1000 and Global 2000 Enterprise Market. He joined Ping via acquisition of UnboundID, a Consumer Identity Management company he co-founded and served as CEO. While at Ping, Steve was responsible for executing the company's Intelligent Identity strategy and expanding an on-premises software portfolio into a market leading hybrid cloud solution with SaaS, Hybrid-Cloud and traditional software offerings. He had organizational responsibility for all Product Management, Engineering, UI/UX, Dev-Ops, Documentation and Customer Support and has managed large organizations in North American, Europe, Asia and Israel.
Stephen Shoaff
CEO & Co-Founder,
443ID
Stephen Shoaff
Steve has a proven track record building and leading tech companies of all growth stages from pre-revenue startups, VC funded, Private Equity backed, through successful IPO. His strengths are identifying and executing on strategic priorities, building winning teams by attracting and retaining top talent and driving significant growth for successful exits. He is an industry expert in Identity Management and Security.
Steve currently serves as the CEO and Co-Founder of 443ID, an Identity Security SaaS provider. Prior to co-founding 443ID, Steve served as the Chief Product Officer and GM of SaaS at Ping Identity (NYSE: Ping), an Enterprise SaaS and Software provider of Intelligent Identity Security solutions for the Fortune 1000 and Global 2000 Enterprise Market. He joined Ping via acquisition of UnboundID, a Consumer Identity Management company he co-founded and served as CEO. While at Ping, Steve was responsible for executing the company's Intelligent Identity strategy and expanding an on-premises software portfolio into a market leading hybrid cloud solution with SaaS, Hybrid-Cloud and traditional software offerings. He had organizational responsibility for all Product Management, Engineering, UI/UX, Dev-Ops, Documentation and Customer Support and has managed large organizations in North American, Europe, Asia and Israel.
Michelle Kwan
Counsel,
Shearman & Sterling LLP
Michelle Kwan
Michelle's practice focuses on corporate and securities matters including corporate venture capital and strategic investments, equity financings, private placements, and mergers and acquisitions. She also regularly counsels companies, entrepreneurs and investors on forming and operating businesses, raising capital through private and public offerings, buying and selling companies, and complying with the periodic reporting requirements of the federal securities laws. Michelle earned her J.D., with honors, from The University of Texas School of Law in 1995. In 1989, she received her B.S., cum laude, from the University of Pennsylvania Wharton School of Business.
Greg Martin
Co-Founder & CEO,
Stealth Startup
Michelle Kwan
Michelle's practice focuses on corporate and securities matters including corporate venture capital and strategic investments, equity financings, private placements, and mergers and acquisitions. She also regularly counsels companies, entrepreneurs and investors on forming and operating businesses, raising capital through private and public offerings, buying and selling companies, and complying with the periodic reporting requirements of the federal securities laws. Michelle earned her J.D., with honors, from The University of Texas School of Law in 1995. In 1989, she received her B.S., cum laude, from the University of Pennsylvania Wharton School of Business.
Greg Martin
Greg is the Co-Founder and CEO of a startup currently in stealth mode, formerly the founder of Cybersecurity companies Anomali and JASK (acquired). Greg and is a cybersecurity expert with over 15 years industry experience including a technical adviser to the FBI, the United States Secret Service, and NASA. Greg also an active investor and advisor for first time startup founders primarily in the Austin, TX area.
1:30–2:00 pm
State of CVC Report
• Patrick Eggen - Founding General Partner, Counterpart Ventures
• Mikey Kailis - Senior Associate & Head of Operations, Counterpart Ventures
(Barton Creek Room)
Tanvi Narain
Senior Associate,
Counterpart Ventures
Tanvi Narain
Tanvi grew up between India, US, and Switzerland and attended McGill University (BA) & Northwestern University, Kellogg School of Management (MBA). Tanvi spent the first 6 years of her career in financial services and payments at Discover Financial and Visa where she held roles in marketing and product management. While at Discover Financial, she helped build B2B payment solutions in partnership with SAP Ariba and advised the executive team on investment opportunities in B2B payment verticals and product build. She also led the Young Professionals Innovation Committee that organized events geared to tackle business problems across the organization with a design-thinking framework. While at Visa, she managed the credit product strategy of the top 100 US issuing banks. She led the development and implementation of the rewards platform that would optimize card usage and payment volume for banking partners.
After completing her MBA, Tanvi worked at Plaid where she managed a range of growth stage fintech customers; advising them on products opportunities & go-to-market strategies. Tanvi’s expertise lies in fintech, payments, & banking software solutions.
Tanvi has a keen interest in identifying meaningful product opportunities that would address key customer/business pain-points and fostering those companies’ growth and development. Tanvi joined Counterpart in January 2022 to source new investment opportunities that fit the fund’s B2B strategy, specifically with a fintech lens. In her role, Tanvi will source new deals, manage deal flow, and evaluate prospective investments at Seed and Series A. Given our hands on approach with our portfolio companies, Tanvi will also work alongside our CEOs to help on customer acquisition, recruiting, and operations.
1:30–2:30 pm
FinTech - no slowdown in the face of valuation challenges.
• Donna Parisi, Partner, Shearman & Sterling LLP
• Jon Zanoff, Founder & General Partner, Stella
Ventures; Founder, Empire Startups
(Barton Creek Room)
Pete Michelsen
Senior Associate,
Counterpart Ventures
Tanvi Narain
Tanvi grew up between India, US, and Switzerland and attended McGill University (BA) & Northwestern University, Kellogg School of Management (MBA). Tanvi spent the first 6 years of her career in financial services and payments at Discover Financial and Visa where she held roles in marketing and product management. While at Discover Financial, she helped build B2B payment solutions in partnership with SAP Ariba and advised the executive team on investment opportunities in B2B payment verticals and product build. She also led the Young Professionals Innovation Committee that organized events geared to tackle business problems across the organization with a design-thinking framework. While at Visa, she managed the credit product strategy of the top 100 US issuing banks. She led the development and implementation of the rewards platform that would optimize card usage and payment volume for banking partners.
After completing her MBA, Tanvi worked at Plaid where she managed a range of growth stage fintech customers; advising them on products opportunities & go-to-market strategies. Tanvi’s expertise lies in fintech, payments, & banking software solutions.
Tanvi has a keen interest in identifying meaningful product opportunities that would address key customer/business pain-points and fostering those companies’ growth and development. Tanvi joined Counterpart in January 2022 to source new investment opportunities that fit the fund’s B2B strategy, specifically with a fintech lens. In her role, Tanvi will source new deals, manage deal flow, and evaluate prospective investments at Seed and Series A. Given our hands on approach with our portfolio companies, Tanvi will also work alongside our CEOs to help on customer acquisition, recruiting, and operations.
8:30–9:30 am
Breakfast Buffet
(Barton Creek Room)
10:00–11:00 am
How corporates should be thinking about cyber and data security and what are the current threats?
• Greg Martin, Co-Founder & CEO
• Thomas Pace, Co-Founder & CEO, NetRise
• Stephen Shoaff, CEO & Co-Founder, 443ID
(Barton Creek Room)