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