Tech Growth & Exit Strategies: LA, Tech Investment and M&A in a Virtual World

Sep 17, 2020

Tech Growth & Exit Strategies: LA, Tech Investment and M&A in a Virtual World

5:00 PM

10:00 PM


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.

2020 Top Ten Disruptive Tech Trends

Investors Panel: Will your strategy get funded?

Tech Valuation Metrics: What are you worth?

Buyers Panel: Do you have what they want?

Sellers Panel: Advice from CEOs who've sold.

Succession Planning: Selling during troubled times



Former CEO/Founder

Scott Barrows

Senior Vice President

Serge Jonnaert


Simer Mayo

Executive Vice President, Corporate Strategies

Timothy Goddard

Co-Founder & Partner

Todd Crick


Vik Sasi

CEO and Co-Founder

Maria Grineva


Matt Picciano

Angel Investor & CIO

Neil Sahota

Founder Seca

Gregory Barsh

Regional Advisor

Ian Thurbon

Senior Vice President

Jeff Bunting

Co-Founder & Angel Investors

Jeff Wallace


Jeffery Potvin

Director Bus Dev

Jenna Sleefe

Managing Partner

Jerry Pence

Executive Director - Client Services

Joel Espelien

Corporate Development

Josh Klein

Head Honcho

Brian Mac Mahon

Founder & CEO

Bruce Milne

Executive Vice President - Director

Daniel Bernstein



11:40 – 12:00
Login Grace Period

Welcome & Opening Remarks

Director of WFS: Matt Rung
Conference Chair: Serge Jonnaert, Corum Group (Platinum Sponsor)

12:05 – 12:25
2020 Top Ten Disruptive Technology Trends: Will they put you out of business?
Tim Goddard, Corum Group

12:25 – 1:25
Investors Panel: Will your strategy get funded?

Jeff Wallace, Co-Founder & Angel Investor, Silicon Valley in Your Pocket

Neil Sahota, Angel Investor & CIO, UCI Law

Brian Mac Mahon, Head Honcho, Expert DOJO

Jeffery Potvin, Founder, OPN (Open People Network)

Vik Sasi, Partner, Dreamers VC

Moderator: Jeff Bunting, Corum Group

1:30 – 1:55
Tech Valuations: What is your company worth?

1:55 – 2:05
Short Break

2:15 – 3:15
Buyers Panel: Do you have what they want?

Todd Crick, Co-Founder & Partner, Astra Capital Management

Jenna Sleefe, Software Investor, K1 Investments

Josh Klein, Corporate Development, Ripple

Matt Picciano, Principal, Alpine Investors

Simer Mayo, CEO, Valor Global

Jerry Pence, Managing Partner, Balanced Capital Partners

Moderator: Ian Thurbon, Corum Group

3:20 – 4:20
Sellers Panel: Advice from CEOs who’ve sold & how to prepare for an exit

Scott Barrows, Former CEO/Co-Founder, ZeroHero

Maria Grineva, CEO and Co-Founder, Orb Intelligence

Gregory Barsh, Founder SECA, Principal, Success Rule One  

Moderator: Serge Jonnaert, Corum Group

4:20 – 4:45
Succession Planning: Selling During Troubled Times

Bruce Milne, CEO, Corum Group

Dan Bernstein, EVP, Corum Group