Toronto 2020

The flagship WFS Tech Conference for CEOs, founders, and investors of software and IT companies, covering Tech M&A: investment, growth, strategy, buyouts, sales, and mergers. Insights from: private equity, VC, angels, strategic buyers, M&A advisors, and CEOs who’ve had a successful exit.

McCarthy Tétrault LLP - 66 Wellington St W Suite 5300, Toronto, ON M5K 1E6, Canada
12:00 pm
6:00 pm
EST
Agenda

11:30 – 12:00

Registration and Light Lunch

12:00

Welcome

Gold Sponsor: Scott Bergen, McCarthy Tétrault LLP

Platinum Sponsor: David Levine, Corum Group

12:05 – 12:25

2020 Top Ten Disruptive Technology Trends

David Levine, Corum Group

12:25 – 1:25

Investors Panel: Will your strategy get funded?

Estelle Chen, Director, BMO Technology & Innovation Banking

Mark Gilbert, Director, Loan Origination, Espresso Capital

Russell Samuels, Partner, WhiteCap Ventures

Prathna Ramesh, Managing Director and CCO, Maple Leaf Angels

Karl Schabas, Managing Director, Verstra Ventures

Matthew Leibowitz, General Partner, Quayside Venture Partners

Moderator: Dr. Ivan Ruzic, Corum Group

1:25 – 1:55

Tech Valuations: What are you worth?

John Kirkpatrick, Corum Group

1:55 – 2:40

Introductions & Networking Break

2:45 – 3:45

Buyers Panel: Do you have what they want?

Kevin Climans, Software Investor, Klass Capital

Shaun Maine, President & CEO, Converge Technology Solutions Corp.

Jenna Sleefe, Software Investor, K1 Investment Management

Shezad Okhai, Vice President, Volaris

Moderator: Scott Bergen, McCarthy Tétrault LLP

3:50 – 4:40

Sellers Panel: Advice from CEOs who’ve sold & how to prepare for an exit

Ferhan Bulca, Co-founder & CEO, Acumyn

Lisa Israelovitch, Co-founder & CEO, Umapped

Matt Stevens, former CEO, FleetCarma

Moderator: Dave Levine, Corum Group

4:40 – 5:00

Succession Planning: How to get an Optimal Outcome

Dr. Ivan Ruzic, Corum Group

5:00 – 6:00

Cocktail & Networking Reception

Sponsored by: McCarthy Tétrault LLP

Speakers

Estelle Chen
Director
BMO Technology & Innovation
Mark Gilbert
Director, Loan Origination
Espresso Capital
Russell Samuels
Partner
WhiteCap Ventures
David Levine
SVP of Tech M&A
Corum Group
Dr. Ivan Ruzic
Senior Vice President
Corum Group
Scott Bergen
Partner
McCarthy Tétrault LLP
John Kirkpatrick
Vice President
Corum Group
Prathna Ramesh
Managing Director and CCO
Maple Leaf Angels
Karl Schabas
Managing Director
Verstra Ventures
Matthew Leibowitz
General Partner
Quayside Venture Partners
Kevin Climans
Software Investor
Klass Capital
Shaun Maine
President & CEO
Converge Technology Solutions
Jenna Sleefe
Director Bus Dev
Francisco Partners
Shezad Okhai
Vice President
Volaris
Ferhan Bulca
Co-founder & CEO
Acumyn
Lisa Israelovitch
Co-founder & CEO
Umapped
Matt Stevens
Former CEO
FleetCarma

Sponsors

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