ThinkEquity Partners LLC
Think Tomorrow, Today
Conference
Think Tomorrow, Today
A Private Company Summit
October 21 & 22, 2004
The Ritz Carlton
Half Moon Bay, California

ThinkTomorrow~Today will be held at The Ritz Carlton, Half Moon Bay, CA on Thursday October 21st and Friday October 22nd and will include many of the most innovative private companies in the market today and top venture capitalists sharing their views of where the big opportunities are being created for the future.


CONFERENCE AGENDA
WEDNESDAY, October 20, 2004
6:30 - 9:00 PM **Welcoming Reception in Miramar ll
THURSDAY, October 21, 2004
7:00 AM Breakfast and Registration
7:45 AM OPENING REMARKS, SALON III
Michael Moe, Co-Founder & CEO of ThinkEquity Partners LLC
Deborah Quazzo, Co-Founder & President of ThinkEquity Partners LLC
8:00 - 9:00 AM KEYNOTE ADDRESS : LESSONS FROM THE TOP / SALON III
JAMES CITRIN, Managing Director, SpencerStuart & Associates

One of the nations top CEO recruiters and best-selling author provides insight to the most effective leaders in corporate America.

ThinkAbout Presentations – Salon III

9:00 - 9:45 AM

MANAGING THE COMPLIANCE, LEGAL AND ACCOUNTING ISSUES OF GOING PUBLIC

Pat Kratus, Vice President - Investment Banking, explores how to survive & thrive in the new world order, joined by top legal financial experts.

Brooke Seawell, Partner - Technology Crossover Ventures
Horace Nash, Partner - Fenwick & West
Dan Wallace, Partner - Price Waterhouse Coopers

9:45 - 10:30 AM

PREPARING FOR AND EXPERIENCING THE IPO PROCESS

David Strupp, Head of Healthcare Banking, & IPO veteran CEOs and CFOs share war stories & best practices leading up to the IPO.

Vin Miles, Senior Vice President - Alnylam Pharmaceuticals BV Jagadeesh, CEO - Netscaler Jim Tanenbaum, Partner - Morrison & Foerster LLP

10:30 - 11:15 AM

PRIVATE CAPITAL AS A STRATEGIC WEAPON

Philip Marchal, Vice President - Private Placements, discusses how to pull off a timely capital raise to fund growth and/or acquisitions, along with several venture capitalists and company executives.

Barry Taylor, Partner - Warburg Pincus Oren Zeev, Partner - Apax Partners

 

ThinkAhead Sessions – Salon IV

9:00 - 9:45 AM

THE FUTURE OF HEALTHCARE

Casey McGlynn, Partner - Wilson Sonsini Goodrich & Rosati
Richard L. Popp, MD, Professor of Medicine Program in Biodesign - Stanford University School of Medicine and Technology Partner - Advanced Technology Ventures
Mark Foley, Managing Director - RWI Group
David Mack, Managing Director - Alta Partners

9:45 - 10:30 AM

HOW CAN A BOARD MAKE A COMPANY BETTER

Bill Campbell, Chairman - Intuit
Kevin Harvey, Partner - Benchmark Capital
Ben Horowitz, CEO - Opsware Inc.

10:30 - 11:15 AM

WHY IS THE CONSUMER MARKET IMPORTANT

Dan Levitan, Co-Founder & Managing Partner - Maveron
Randy Komisar, Virtual CEO
Rich Barton, former CEO of Expedia

11:15 - 11:45 AM

NANOTECH: TRANSCENDING MOORE'S LAW / SALON III

Steve Jurvetson, Managing Director - Draper Fisher Jurvetson

11:45 - 12:15 PM

NANOTECH PANEL:

Steve Jurvetson - Draper Fisher Jurvetson as Moderator
Charlie Harris, CHM & CEO - Harris and Harris Group, Inc.
Stuart Pulvirent, Managing Director - ThinkEquity Partners LLC
Donn Tice, CEO - Nano-Tex, LLC
Larry Bock, CEO - Nanosys
Dr. Randolph H. Levine, Founder and Director - ZettaCore

12:15 - 1:30 PM

LUNCHEON KEYNOTE SPEAKER / MIRAMAR 1 & 2

SAM COLELLA, Co-Founder, Versant Ventures

1:30 - 2:15 PM

FUTURE OF COMMUNICATIONS

Troy Jensen, Managing Director - ThinkEquity Partners LLC as Moderator
Sandy Miller, Managing Director - 3i Group
Tom Erickson, Co-Founder - BlueStream Ventures
Jeffrey Ganek, Chairman and Chief Executive Officer - NeuStar
Arun Sobti, CEO - IP Unity

6:00 - 7:00 PM **Cocktails in the Outdoor Terrace
7:00 PM

**Coastal Serenade Dinner / Keynote Speaker Michael T. Moe, CFA, Co-Founder and CEO - ThinkEquity Partners LLC

FROM IDEA TO IPO

Dinner will demonstrate all the glories of the Northern California coast and the world-famous surf spot - Mavericks. Learn about the unbelievable world of surfing the big waves through photos and stories of the "men who ride mountains." Savor the freshest local seafood from the California coast!

FRIDAY, October 22, 2004
7:00 AM Breakfast and Registration

ThinkAbout Presentations – Salon III

8:00 - 8:45 AM

M&A STRATEGIES FOR PRIVATE COMPANIES

Joe Josephson & Michael Tunstall, Co-Heads of M & A, are joined by a few CEOs, CFOs and VCs that have leveraged both buyside & sellside M&A opportunities & will explore the benefits of such deals & to point out where they can go wrong.

Ashley Fieglein, Principal - General Atlantic Partners
Joe Barbeau, Partner - Gibson Dunn

8:45 - 9:30 AM

WHERE IS THE "IPO BAR"

Jeff Becker, Head of Software Banking, & a small group of IPO-weathered executives, VCs & public investors debunk current myths on the topic and explore what it really takes to go public today.

Rich Gimigliano, Managing Director - ThinkEquity Partners LLC
Peter Chung, General Partners - Summit Partners

9:30 - 10:15 AM

VIEWS FROM THE BUYSIDE

Deborah Quazzo, Co-Founder & President of ThinkEquity Partners LLC, interviews several portfolio managers about what they see in today's capital markets for growth companies & what they look for in a good investment.

Nick Capuano, Managing Director - TCW Investment Mgmt. Co.
McLane Cover, Managing Director - ThinkEquity Partners LLC

10:15 - 11:00 AM

LIFE AS A PUBLIC COMPANY - BEST PRACTICES

Steve Foland, Head of Technology Banking, leads a discussion about what executives can really expect after going public and how to best interact with the Street, while joined by a public company CEO and CFO as well as a ThinkEquity research analyst and institutional salesperson.

Gary Fisher, President and COO - ISSI
Michael Bealmear, CEO - Hyperroll
John Tinker, Managing Director - ThinkEquity Partners LLC
Chris Danne, Managing Director - Blue Shirt Group

11:00 - 12:00 PM

Guy Kawasaki, Managing Director - Garage Technology Ventures, Best-Selling Author and a columnist for Forbes.com

THE ART OF THE START

This presentation is based on Guy's new book, The book has already gotten rave reviews (five stars at Amazon) and climbed onto the Wall Street Journal's bestseller list. This book is a weapon of mass construction that is the definitive guide for starting companies.

 

ThinkAhead Sessions – Salon IV

8:00 - 8:45 AM

WHERE IS ENTERPRISE SOFTWARE HEADED

Peter Fenton, Managing Partner - Accel Partners
Peter Graf, Senior Vice President - SAP AG
Zach Nelson, CEO - NetSuite

8:45 - 9:30 AM

CHINA PANEL: THE WILD WEST IS RISING IN THE EAST

Don Straszheim, President - Straszheim Global Advisors
Dixon Doll, Managing Partner - Doll Capital Management

9:30 - 10:15 AM

IS THE INTERNET STILL AN INVESTABLE OPPORTUNITY

Tony Perkins, Editor - AlwaysOn
Andy Kessler, Author of Wall Street Meat
Ron Conway, Founder and Managing Partner - Angel Investors LP
Jennifer Muller, Director & Technology Group Head - Houlihan Lokey Howard & Zukin

10:15 - 11:00 AM

WHAT'S HAPPENING ON THE FARM

Tina Seelig, PhD, Executive Director - Stanford Technology Ventures Program

12:00 - 1:30 PM LUNCHEON / GAZEBO LAWN
Summary & Conclusions: Open discussion and the road ahead
Kindly R.S.V.P. to Katie Soffey at 415-249-2927
Response requested no later than Friday, October 15th