Toronto 2020

Mar 4, 2020

Toronto 2020

6:00 PM

12:00 AM


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.



Managing Director and CCO

Prathna Ramesh


Russell Samuels


Scott Bergen

President & CEO

Shaun Maine

Vice President

Shezad Okhai

Managing Director

Karl Schabas

Software Investor

Kevin Climans

Co-founder & CEO

Lisa Israelovitch

Director, Loan Origination

Mark Gilbert

Former CEO

Matt Stevens

General Partner

Matthew Leibowitz

Senior Vice President

Dr. Ivan Ruzic


Estelle Chen

Co-founder & CEO

Ferhan Bulca

Director Bus Dev

Jenna Sleefe

Executive Vice President - Director

David Levine



11:30 – 12:00

Registration and Light Lunch



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