Speakers and Panelists:

• Robert Anderson, Senior Relationship Manager, Silicon Valley Bank

• Michael Carr, Vice President, American Capital Strategies

• Kevin C. Daly, CEO, iStor Networks, Inc.

• Robert E. Grady, Managing Director, The Carlyle Group

• Matthew Grimes, Senior Business Development Officer, Golden Tree Asset Management

• Patrick C. Haden, General Partner, Riordan, Lewis & Haden

• Gary Ignatin, Vice President, Corporate Development, Broadcom Corporation

• Bonnie E. Kehe, Senior Vice President and Regional Managing Director, Comerica Bank

• Mark Quinlan, Managing Director, Thomas Weisel Partners

• Mel Tang, Senior Vice President, Business Analytics, Demand Media

• Todd Vick, Vice President of Mergers & Acquisitions, Hitachi Consulting

Keynote Speakers

Robert E. Grady Managing Director The Carlyle Group

Robert E. Grady serves as Fund Head for Carlyle’s U.S. venture and growth capital group, Carlyle Venture Partners (“CVP”). In addition, Mr. Grady coordinates Carlyle’s global venture and growth capital effort, which has over $3 billion under management in eight funds. He serves on the investment committees of CVP, Carlyle Asia Growth Partners (“CAGP”) and Carlyle Europe Technology Partners (“CETP”).  He is based in San Francisco.

Mr. Grady is a former Director of Blackboard (Nasdaq: “BBBB”) and currently serves on the Board of Directors of Carlyle portfolio companies AuthenTec, The Health Central Network, Ingenio, Panasas, Secure Elements, Verari Systems, and USBX. Mr. Grady is a former director and served as Chairman in 2006-2007 of the National Venture Capital Association (NVCA).

Prior to joining Carlyle, Mr. Grady was a Managing Director and member of the Management Committee at Robertson Stephens, the San Francisco-based technology investment bank. At Robertson Stephens, he served as lead investment banker on over 150 public market financings and M&A transactions, and was an active venture capital investor.

Mr. Grady served from 1994 to 2004 on the faculty of the Stanford Graduate School of Business, where he taught a course on "Investing in Highly Regulated Industries."

Mr. Grady served in the White House from 1989-1993, as Deputy Assistant to President George H.W. Bush and as Executive Associate Director of the Office of Management and Budget (1991-1993) and as Associate Director of OMB for Natural Resources, Energy and Science (1989-1991).   He previously served as Chief Speechwriter and Senior Advisor for the successful 1988 Bush/Quayle Presidential Campaign (1988); Director of Communications for New Jersey Governor Thomas H. Kean (1983-1986); and Legislative Assistant and then Chief of Staff to U.S. Congresswoman Millicent Fenwick (1979-1983).

Mr. Grady is an honors graduate of Harvard College and holds an M.B.A. from the Stanford Graduate School of Business.

Mr. Grady has been active in clean technology and environmental protection for over 25 years.  He was one of the principal drafters and negotiators of the Clean Air Act Amendments of 1990 and was credited by The Economist magazine, among others, with being the chief architect of that law’s innovative trading system for sulfur dioxide emissions.  He served on the U.S. delegation to the 1992 Rio Earth Summit, was Chairman of the Board of Resources for the Future (“RFF”), and chaired the group that wrote California Governor Arnold Schwarzenegger’s Environmental Action Plan for the successful 2003 California gubernatorial campaign.  Today he is a member of the National Commission on Energy Policy and a Trustee of Environmental Defense. 

Mr. Grady also serves on the Advisory Council of the RBC's Strategic Technology Fund and the board of the Asia America Multi-Industry Association (AAMA). 

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Patrick C. Haden General Partner Riordan, Lewis & Haden

Patrick Haden is a General Partner of Riordan, Lewis & Haden ("RLH"), a private equity firm, which invests in high growth middle market companies.  He has been a partner with RLH since 1987 and has successfully guided many of the firm's portfolio companies through rapid growth and the public market process.  Mr. Haden currently is on the Board of Directors of four companies which range in revenue size from $100 million to $1.3 billion.  He serves on the board of Tetra Tech, Inc. (NASDAQ: TTEK), IndyMac Bancorp (NYSE: NDE), and Bradshaw International, Inc.

Mr. Haden graduated from the University of Southern California (Magna Cum Laude and Phi Beta Kappa) in 1975 and was awarded a Rhodes scholarship to Oxford University in England.  He graduated from Oxford in 1978 with a B.A. in Economics and received his J.D. from Loyola Law School in 1982.

Mr. Haden was quarterback for the USC football team from 1972-1974, leading them to two National Championships and three Rose Bowl appearances.  He was named Co-Most Valuable Player of the 1975 Rose Bowl.  Mr. Haden was also named an Academic All-American in 1973 and 1974 and he is a member of the Academic All American Hall of Fame, the Rose Bowl Hall of Fame, the National High School Hall of Fame and the USC Hall of Fame and he was awarded the NCAA’s Silver Anniversary Award.  He played professional football for seven seasons, six of those with the Los Angeles Rams.  He was named the Ram's Rookie of the Year in 1976, was named to the Pro Bowl in 1977 and was named the National Football Conference Player of the Year in 1978 by the Washington, D.C. Touchdown Club.

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Panelists

Robert Anderson is the Senior Relationship Manager for the Orange County office of Silicon Valley Bank.  Robert is responsible for the existing portfolio of relationships, which range from start-up technology and life science companies to later stage and publicly traded corporate clients. 

Mr. Anderson first joined the SVB in 1993 and has held several lending positions, providing clients with financing solutions ranging from asset based loans to private equity buy-out transactions.   In early 1998, Robert joined the Bank’s National Healthcare Practice which targeted start-up and later stage healthcare service providers.  Prior to taking over the Orange County portfolio in 2006, Robert ran the asset based loan portfolio for the Southern California region in support of SVB’s San Diego, Orange County and Los Angeles offices.

Mr. Anderson also worked with Prudential Vector Securities in its healthcare group and then later with Prudential Securities semiconductor and capital equipment group in New York.

Mr. Anderson holds a B.S. degree from San Diego State University and an MBA from the University of Notre Dame.

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Michael Carr joined American Capital as a Vice President in the West Coast Buyout Team. Previously, Mr. Carr was the Managing Partner of BAC Investments, a lower middle market equity firm that focused on outsourcing providers, business services, and value-added distribution companies. Mr. Carr’s activities included originating, evaluating, and structuring financial transactions. Prior to founding BAC, Mr. Carr spent 10 years as an operating executive where he successfully mapped the strategic and operational paths of middle market companies that were struggling with succession issues.

Mr. Carr often speaks at various business events on the topics of business succession and the role of Private Equity. He is actively involved with professional organizations and is the Immediate Past President of the Los Angeles Chapter of ACG. Mr. Carr also currently serves on the Global Board of ACG.

Mr. Carr received his M.B.A. from the Graziadio School of Business and Management at Pepperdine University and received his B.S. from Cal State University.

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Kevin C. Daly CEO iStor Networks, Inc.

Kevin C. Daly is an accomplished technology industry veteran with over 30 years of experience guiding innovative start-up organizations toward market leadership. He brings a wealth of data storage expertise to iStor Networks, having played a pivotal role in the success of some of the industry’s most recognized companies. Mr. Daly’s impressive background includes a five-year tenure as CEO of ATL Products, Inc., the pioneer of the first open systems tape libraries and OEM supplier to such companies as Sun Microsystems, EMC and HP. Under his guidance, ATL reached $400 million in annual revenue, culminating in its 1997 IPO and subsequent acquisition by worldwide tape drive leader Quantum Corporation in 1998. Mr. Daly remained CEO of the newly formed entity, Quantum/ATL, and eventually transitioned to CTO of Quantum’s Storage Solutions Group, where he oversaw the development of the first disk-based virtual tape library.

Mr. Daly’s prior experience also includes a CEO post with Avamar Technologies, a venture funded start-up that evolved to become the industry’s leading provider of data protection software with deduplication. Avamar was acquired by storage giant EMC in 2006 for $165 million. Mr. Daly is currently the CEO of MAXxess Systems, Inc. a leading supplier of networked electronic security solutions for the commercial, medical and educational markets.

He serves on the boards of Danka Business Systems PLC, iStor Networks, Inc., Maxxess Systems, Inc., and Iteris, Inc., and is an advisory board member for his alma mater, Princeton University. Mr. Daly is a regular speaker at technology conferences and has published numerous articles.

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Matthew Grimes Senior Business Development Officer Golden Tree Asset Management

Matthew. Grimes is a Senior Business Development Officer for GoldenTree Asset Management, L.P., an investment management firm with more than $13 billion under management.  The firm has multiple investment vehicles, including the Capital Solutions Group which is responsible for direct lending and equity co-investments.  Mr. Grimes, who opened GoldenTree’s Los Angeles in 2006, is responsible for sourcing, analyzing, structuring, pricing, and negotiating investments for the Capital Solutions Group on the West Coast.  Capital Solutions invests $15 million to $250 million per investment with the ability to invest across the capital structure – debt and minority equity - targeting companies with Enterprise Values exceeding $100 million.  The firm invests in recaps, acquisitions, bridge financings, and ESOPS in a variety of industries, including business services, airlines, technology, telecommunications, transportation, logistics, manufacturing, construction, energy, and retail.  The majority of investments are cash flow driven 1^st and 2^nd lien term loans. 

Prior to joining GoldenTree, Mr. Grimes was a Director at Tennenbaum Capital Partners, LLC, where his responsibilities included sourcing, analyzing, structuring, pricing, negotiating, and documenting $25MM - $150MM investments.  The firm, which managed $4 billion of capital, invested in multiple layers of the capital structure – debt and equity.  Prior to TCP, he spent eight years at Congress Financial Corporation (now known as “Wachovia Capital”) where, as a First Vice President, he concentrated on sourcing, structuring and negotiating $10 million - $200 million asset-based senior credit facilities.  Before Congress, he was an Underwriter at Barclays Business Credit and an auditor at Price Waterhouse.  Mr. Grimes earned his Masters of Business Administration from the University of Southern California with a concentration in finance and his Bachelor of Arts from the University of California at Berkeley.  He earned his Certified Public Accountant license in California.

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Gary Ignatin Vice President, Corporate Development Broadcom Corporation

Gary Ignatin is Vice President, Corporate Development at Broadcom Corporation, a leading semiconductor company for wired and wireless communications.  As head of Corporate Development, he is responsible for all Broadcom mergers, acquisitions and strategic investments, from initial deal sourcing, screening and valuation through to final execution and closing.  This year he has overseen Broadcom’s acquisitions of Global Locate, a GPS silicon and software supplier, and Octalica, a developer of solutions for networking over coaxial cable.

Prior to assuming this position, Mr. Ignatin served as Deputy General Counsel at Broadcom, where he led the legal team for a number of Broadcom’s acquisitions and investments, and represented a variety of business units in commercial negotiations with key customers and partners.  He joined Broadcom in 2000 and is based in Irvine, California.

Mr. Ignatin’s previous experience also includes serving as Director, Business & Legal Affairs of the Digital Studios Division of Sony Pictures Entertainment in Culver City.  Prior to that he was an associate at Latham & Watkins in Los Angeles, where he represented high technology clients such as Silicon Graphics and Xerox PARC. 

Mr. Ignatin holds a B.S.E. in Computer Science from Princeton University and a J.D. from the University of Pennsylvania Law School.

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Bonnie E. Kehe Senior Vice President and Regional Managing Director Comerica Bank

Bonnie E. Kehe joined Comerica Bank in April 1998 and currently holds the position of Senior Vice President and Regional Managing Director of the Technology and Life Science’s Division. Ms. Kehe’s responsibilities include expanding the Bank’s presence in the technology arena covering Orange County to Santa Barbara. Ms. Kehe brings with her the experience and insight of more than 25 years of experience in the commercial banking industry. This includes a broad knowledge of senior debt financing including short and long-term working capital needs, equipment financing and debt used for mergers and acquisitions.

Prior to joining Comerica Bank, she was the Deputy Manager of Sumitomo Bank’s Commercial Banking Group, Orange County, where she was responsible for developing, structuring and managing large middle market-lending relationships. Prior to that, she spent nine years with Sunwest Bank in Orange County. Ms. Kehe graduated with a BS in Economics from the University of California, Riverside. She is an active member of numerous technology organizations and currently sits on the board of the  Orange County Venture Group and is the Treasurer of Temple Beth El in Aliso Viejo.

Comerica’s Technology and Life Sciences Division is one of the nation's leading technology banking practices, offering a wide range of financial services tailored to corporate customers, entrepreneurs and professionals. Veteran bankers provide credit and financial services and products to young, growing, professionally backed technology and life sciences companies, as well as their more mature counterparts. From 13 offices located across the U.S., Comerica’s Technology and Life Sciences Division serves all major technology centers. Comerica is among the 20 largest banking companies in the nation, with $58 billion in assets. For more information, visit www.comerica.com.

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Mark Quinlan Managing Director Thomas Weisel Partners

Mark Quinlan is a Managing Director and Co-Head of Electronics & Applied Technologies Investment Banking at Thomas Weisel Partners and leads the Firm’s activity in the Semiconductor sector. Mr. Quinlan joined the firm in 2000 and is based in New York. He has over 13 years of investment banking experience and has worked on more than 100 completed transactions.

Mr. Quinlan has advised on numerous mergers & acquisitions including recent transactions involving Intel, JDS Uniphase, Microsemi, Qualcomm, and Texas Instruments. Additionally, he has been involved with some of the semiconductor industry’s most exciting emerging companies as they have moved from private to public status, having completed IPOs for Atheros Communications, Cavium Networks, Hittite Microwave, SiRF Technology and Volterra among others. Mr. Quinlan and his team have completed numerous strategic financings for public clients, including follow-on offerings for FormFactor, Ikanos Communications, M-Systems and SanDisk as well as convertible debt offerings for PMC-Sierra, RF Micro Devices and SanDisk. Finally, Mr. Quinlan has advised on private placements for a number of companies including Cortina Systems, Peregrine Semiconductor and TranSwitch.

Prior to joining the firm, Mr. Quinlan was an Associate in the Investment Banking Division at Merrill Lynch. He earned an AB degree in Economics and Politics from Princeton University.

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Mel Tang Senior Vice President, Business Analytics Demand Media

Mel Tang has close to a decade of corporate finance expertise, in both advisory and operational roles.   He currently heads Demand Media’s corporate finance/business analytics team, responsible for financial forecasting and budgeting as well as providing analytical insight to help shape business and financial strategies.

Prior to Demand Media, Mr. Tang was a Director in the Media Investment Banking Group of UBS Investment Bank in Los Angeles, where he advised corporations on financial and strategic alternatives ranging from M&A and leveraged buyouts to financing. Prior to UBS, Mr. Tang was an Associate with Prime Ventures, a Santa Monica-based venture capital firm, where he analyzed and recommended investments in early stage companies.  Before joining Prime Ventures, he was an Investment Banking Analyst with Donaldson, Lufkin & Jenrette Securities in Los Angeles where he advised corporate clients and investor groups on debt and equity financings, M&A and leveraged buy out opportunities.

Mr. Tang graduated Magna Cum Laude from the Wharton School of Business and the School of Engineering and Applied Science (University of Pennsylvania). Mel holds a B.S. in Economics, Finance and a B.S. in Mechanical Engineering and Applied Mechanics.

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Todd Vick Vice President of Mergers & Acquisitions Hitachi Consulting

Todd Vick is the Vice President of Mergers & Acquisitions for Hitachi Consulting.  In this role, he is responsible for developing acquisition strategy, identifying acquisition candidates, negotiating and closing transactions, coordinating the involvement of relevant partners and outside advisors, and facilitating post-merger integration plans.  He has lead transactions in both the United States and Europe.  He works directly with Hitachi Consulting’s parent, Hitachi Ltd., to secure funding and approval for Hitachi Consulting’s transactions.   In addition, he partners with Hitachi Ltd. on certain intra- company acquisition opportunities. 

Mr. Vick has over 17 years of experience in professional services.  He served as Chief Financial Officer of Navigator Systems for eleven years.  At Navigator, he was responsible for all finance and accounting, raising of outside capital, investor relations, corporate governance, financial and operations reporting and infrastructure, and merger & acquisition activities.  During his time there, Navigator was named to the Inc. 500 list as one of the fastest growing small companies in America for five consecutive years and eventually honored as a member of the Inc. 500 Hall of Fame.  In 2006, Navigator was acquired by Hitachi Consulting.  Mr. Vick managed Navigator’s side in the transaction.  Prior to joining Navigator, Mr. Vick worked in Arthur Andersen’s audit division for five years in a variety of business advisory and operations roles. 

Mr. Vick earned a Bachelors of Science degree in Commerce with a focus in Finance and a Masters of Science in Accounting, both from the University of Virginia.  He is actively involved in coaching youth sports and church leadership.  He is an avid golfer and plays squash regularly.  He, his wife and three children reside in the Dallas area.   

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This page was last updated on 10/25/07.