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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.

Toronto 2020

Mar 4, 2020

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

Converge Technology Solutions

Shaun Maine

President & CEO

McCarthy Tétrault LLP

Scott Bergen

Partner

Quayside Venture Partners

Matthew Leibowitz

General Partner

Maple Leaf Angels

Prathna Ramesh

Managing Director and CCO

Umapped

Lisa Israelovitch

Co-founder & CEO

Klass Capital

Kevin Climans

Software Investor

Espresso Capital

Mark Gilbert

Director, Loan Origination

Francisco Partners

Jenna Sleefe

Director Bus Dev

BMO Technology & Innovation

Estelle Chen

Director

Volaris

Shezad Okhai

Vice President

Acumyn

Ferhan Bulca

Co-founder & CEO

WhiteCap Ventures

Russell Samuels

Partner

FleetCarma

Matt Stevens

Former CEO

Verstra Ventures

Karl Schabas

Managing Director

Corum Group

Dr. Ivan Ruzic

Senior Vice President

Corum Group

David Levine

Executive Vice President - Director

Sponsors

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