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3:00 p.m.
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Registration/Networking
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3:30 p.m.
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Introductions
Jonathan York, Ph.D,
Master of Ceremonies
Dr. Jonathan York is an entrepreneur and
educator who serves as an Associate Professor of Entrepreneurship in the
Orfalea College of Business at Cal Poly San Luis Obispo. He recently joined the
faculty after a 30 year career in business. A technology entrepreneur, he has
been on both sides of the venture capital and angel financing equation, both as
a CEO and recipient of significant investment, and as an active venture
investor. Prior career engagements include serving as the CEO of a large
metropolitan Chamber of Commerce and as CEO of several behavioral health care
organizations.
Since joining Cal Poly, he has been
instrumental in starting the Cal Poly Center for Innovation &
Entrepreneurship - a university-wide effort dedicated to transforming motivated students into resourceful, entrepreneurial and
innovative leaders through classroom and hands-on experiences. Jon also serves as the advisor to Cal
Poly Entrepreneurs, a student-run entrepreneurial organization engaging
students campus-wide in entrepreneurial activity and learning. Jon is a graduate of Yale University with a
Ph.D. from Michigan State University.
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Russ Levanway, Chairman, Softec
As co-founder and CEO of TekTegrity, this
up-state New York native relocated to San Luis Obispo in 1996. During an
8-year stint in the IT department at Cuesta College, Russ gained a
broad range of expertise including project management and technical
implementation of complex equipment such as SANs. As the CEO of an ever
growing company, Russ hasn’t had many opportunities to perform tech work
lately, and focuses on company strategy, finance, and human
resources. His goal is to build a successful and sustainable business
that provides incredible value for clients and a great workplace for
TekTegrity’s staff. When not charting out the future for TekTegrity,
Russ serves on several non-profit boards and is currently Board
President at the San Luis Obispo Chamber of Commerce. He enjoys spending
time with his two adorable daughters Alayna and Aviah, feeding the
homeless with his wife Sarah, and training for his next 5k run. An
interesting fact about Russ: He lost almost all of his hearing at the
age of 4 due to spinal meningitis. Russ is one of only a few thousand
people in the world that have bilateral cochlear implants, which allow
him to communicate normally in most business environments.
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Congresswoman Lois Capps
Congresswoman Lois Capps has been a resident of Santa Barbara,
California since 1963 and represents the state’s beautiful South and
Central Coasts, which includes portions of San Luis Obispo, Santa
Barbara, and Ventura counties. She was sworn in as a Member of the 105th
Congress on March 17, 1998, succeeding her late husband, former
University of California, Santa Barbara professor, Congressman Walter H.
Capps.
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Joanne Miller, Managing Partner, Brown Dog Partners
"Obtaining Investor
Funding in Small Markets"
After successful
careers as an engineer and entrepreneur, Jo Anne began working in early stage
investing in 2003. Jo Anne started this career as a Principal at Nokia Innovent, a seed-stage
investing team within the Nokia strategy organization. In this role,
Ms. Miller was responsible for management of the portfolio and the Nokia
business relationships. She
subsequently sold the portfolio she helped build at Nokia to Milk Street
Ventures, a secondary direct venture capital firm and as a Partner there has
successfully managed a very profitable portfolio. In 2008 she was asked to
start a west coast branch of Golden Seeds, a nation-wide angel network that
invests in women-backed businesses across all sectors. In addition to her role with Golden Seeds, Jo
Anne also invests with SandHill Angels in the Bay Area and is a co-founder of
SLO Seed Ventures, a small angel group in San Luis Obispo. In late 2011, Jo
Anne joined fellow San Luis Obispo investor/entrepreneur Jim Hale to form
Brown Dog Partners, LLC, to commercialize research in the growing
Agricultural Technology space.
Prior to Nokia, Jo
Anne was the President and CEO of Gluon Networks, a start-up providing
next-generation converged voice and data switching and management systems for
local telephone service providers, raising $62M in venture capital funding.
Jo Anne has more than 29 years of telecommunications and computer industry
experience, including senior executive, engineering management, and research roles at JetCell,
an indoor wireless/VoIP company (acquired by Cisco Systems), AirNet
Communications, a wireless infrastructure company, Tellabs, and AT&T Bell
Laboratories. Ms. Miller has a BS in
Mathematics from the University of Michigan, an MS in Computer Science from
the University of Colorado and an MBA from the University of Chicago.
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3:50p.m.
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Expert Panel Introductions – Jonathan York, MC
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Expert Panel:
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James (Jim) Boyden, Ph. D., Maverick Angels
Jim Boyden is a management and technology consultant developing
business cases in several fields including
advanced energy systems. As a Member of Maverick Angels he is an investor in and
adviser to several early stage
companies. He has served as Director of Energy and Environment Programs at
Vulcan, Inc, the investment and project‐management company founded by Paul
G. Allen, co‐founder of Microsoft. In that role Mr. Boyden proposed,
evaluated, and managed environment and energy-related projects and analyzed investment opportunities. His long‐term association with UC
Santa Barbara includes membership
in the Dean’s Council for the Bren School of Environmental Science and Management
and an Advisor for the Eco-Entrepreneurship
Program. Before joining Vulcan, Boyden was senior vice president at Interval Research
Corp., an independent R&D firm financed by Allen. As Laboratory Director at
Hewlett-Packard
Laboratories, he headed the development of technologies for HP’s LaserJet and
inkjet printers. His background in printing has come into play in his development
as a professional photographer. Boyden received BS and MS degrees in Physics from
Carnegie‐Mellon University and a PhD in Physics from Caltech. He
has more than 25 patents.
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Craig Cummings, Tech Coast Angels
Craig Cummings is presently
the Entrepreneur-in-Residence at UC Santa Barbara in the College of Engineering
and also serves as the Vice Chairman of the MIT Enterprise Forum. Mr
Cummings has founded or co-founded several technology-driven start-ups,
including one that executed a multi-billion dollar IPO and one that was
subsequently acquired for ~$650 million. His areas of technical expertise
include radio-frequency identification technology, electronic vision systems,
field-portable secure wireless communication networks, and maritime
counter-terrorism strategies and technologies. Mr Cummings holds nuclear
engineering degrees from the University of California at Santa Barbara and the
Massachusetts Institute of Technology.
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Frank Foster, DFJ Frontier
Frank Foster is a Managing
Director of DFJ Frontier. He also manages the Gideon Hixon Fund, the venture
capital investment vehicle for the Hixon Family. Prior to that, he was a
General Partner of Allen & Buckeridge PTY LTD, a leading Australian
venture capital firm with approximately A$250 million under management. At
Allen & Buckeridge he led investment efforts into Hitwise, eKit, Wishlist
and Next Generation Entertainment. Frank has extensive operational experience
through his roles at Virtual Music Entertainment (sold to NAMCO), Contexture
Systems and Prophecy Development Corporation. Recently, he acted as an
independent Director and consultant to YellowPages.com through its successful
sale to SBC Communications (NYSE: SBC) and Bell South (NYSE: BLS) in November
2004. He was also Director of Cogent Data technologies through its sale to
Adaptec Inc (NASDAQ: ADPT) in June 1996. He received his MBA from The Harvard
Business School and a BA cum laude from Harvard University.
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Gerry Frigon, SLO Seed Ventures
Gerry Frigon is
the Founder of Taylor Frigon Capital Management and also erves as Managing Member of Taylor Frigon Capital Advisors, General Partner to Taylor
Frigon Capital Partners, LP, a private investment fund which invests in private and small
emerging public companies. He has over twenty-three years of
experience in
investment strategy, planning and portfolio management for private investors
and institutions.
As Chief Investment Officer at Taylor Frigon Capital
Management he continues the legacy of disciplined portfolio management
directly descended from the classic growth philosophy developed by Richard C.
Taylor and T. Rowe Price.
Gerry received
his bachelor of arts in business and economics from the University of
California at Santa Barbara in 1985.
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King Lee, Good Technology
King Lee is the President and Chief Executive Officer of
Good Technology. He has spent over fifteen years helping companies transition
to high growth across several industries at the request of investors and
boards of directors.
Mr. Lee served as President and CEO of Quarterdeck
Corporation a leading developer of PC software successfully driving
Quarterdeck's worldwide operations, increasing the company's market cap from
approximately $50 million to over $800 million. He returned again to the
company to lead its successful sale to Symantec. During the same period he
also co-founded and served as the CEO of Wynd Communications, a pioneer in
wireless email tailored for people who are deaf or hard of hearing. It was
subsequently sold to Purple Communication and became the primary business of
the acquiring company. Earlier, he served as CEO and president of the XTree
Company, a publisher of file management and network software products which
was ultimately sold to Central Point Software Systems Inc. and later rolled
into Symantec.
Along with his experience in the various technology
industries, King brings a successful background in the highly competitive
consumer market, where he held management positions with General Mills, Inc.
and Lever Brothers, Inc.
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Sam
H. Lee, Managing Director, Infinity Capital
Mr. Lee is currently a
private investor in early stage, core technology and alternative energy areas.
He has invested in over 50 early stage companies over the past two decades,
where he has been instrumental in guiding entrepreneurs as they take their
concepts and build them into market leading enterprises. He currently serves on
the Board of Directors of several private technology companies. Previously, he
was the founder and managing director of ITV & Infinity Capital and also
served in technical development and product management roles at Advanced Micro
Devices and LSI Logic.
Mr. Lee received his MBA from The
Wharton School of the University of Pennsylvania, a MS in Electrical
Engineering from Texas A&M University, and a BS in Electrical Engineering
from Mississippi State University.
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4:00p.m.
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First Tech Pitch Session
- FracSun Solar Soiling Monitoring Device
- Friends Fashion Exchange
- Genicell
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5:00p.m.
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Keynote Presentation
Ed Stevens
President and CEO, Shopatron
Adventures in Fundraising
Raising capital and bringing new partners into a business is every entrepreneur's dream -- or absolute worst nightmare. Rarely anything in between. In his keynote speech, Shopatron Founder and CEO Ed Stevens will showcase, using his own personal experiences, all that can go right, and wrong, with fundraising. He will share insights into how Shopatron's location in San Luis Obispo played into investors' expectations and will provide concrete tips on how to best position the Central Coast as a great place to do business. Ed will explain how Shopatron, in part through its financing strategies, has thrived in a competitive economy and positioned itself for continued growth.
Ed has a strong background in managing both retail
operations and growing companies. After obtaining his bachelor’s degree from
Stanford University, Ed began his career in the marketing department of
Pirometer JSC, a producer of aviation components in Russia. This
experience led to Ed founding NORVEL, a US-based importer of components for
the toy and hobby industries. Based on this knowledge, Ed founded
Shopatron in 2000. He then took the company through two successful rounds of
funding, developing Shopatron into a market-leading, multi-million
dollar eCommerce solution provider working with more than 1,000 brands and
20,000 retailers worldwide. Ed has served as Chairman and CEO since the
company’s inception.
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5:40p.m.
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Dinner/Dessert
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6:25p.m.
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Second Tech Pitch Session
- Horsepower.com
- InPress Technologies
- LeftLane Sports
- Mentor eData
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7:25p.m.
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Judging/Audience Voting
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7:40 p.m.
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Announcement of Winners
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