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Equity & Debt Financing for Technology Companies in Orange County

Orange County Technology Alliance

Tuesday, May 13, 2014 from 3:45 PM to 7:00 PM (PDT)

Equity & Debt Financing for Technology Companies in...

Ticket Information

Ticket Type Sales End Price Fee Quantity
Speakers Ended Free $0.00
OC Tech Member Ended $75.00 $0.00
Non-Members Ended $95.00 $0.00
Group Rate Ended $525.00 $0.00

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Event Details

  

As the economic recovery gains momentum throughout the U.S. and here in Orange County, we all need to think about how to best fund growth in our technology companies. Join us for a set of timely and informative presentations, open discussion and question and answer session with an esteemed panel of commercial lenders, investment bankers and legal experts, and a forward looking analysis of the economic outlook. Learn about the equity and debt financing alternatives available and which might best meet your needs

Moderator:

Reynolds C. Bish, Chairman of OC Tech Alliance and CEO of Kofax Limited. Kofax is leading global provider of smart process applications for the business critical First Mile™ of customer interactions. The company is publicly listed on NASDAQ and the London Stock Exchange and has its operating headquarters in Irvine. Mr. Bish previously held executive leadership positions in a number of technology companies and has served on the Board of Directors of both private and publicly held firms. In 2003 he was named an Entrepreneur of the Year by Ernst & Young and in 2008 he was named a Director of the Year by the Corporate Directors Forum.  

 

Panelists:


John Shin joined Bank of America Merrill Lynch in 2008 as a senior G10 FX strategist. Prior to joining Bank of America Merrill Lynch, John was a G10 FX strategist at Lehman Brothers in New York. Beyond his role as a strategist, John was a U.S. economist on Lehman Brothers’ Global Economics research team. John was also a postdoctoral research fellow at the National Bureau of Economic Research in Cambridge, MA and worked at the Federal Reserve Board in Washington, DC in their Macroeconomic and Quantitative Studies section. John holds a Ph.D. in economics from Harvard University, where he was a National Science Foundation Graduate Research Fellow and a BA in economics with high distinction from the University of California at Berkeley.

 

Michael Lowell is a Managing Director of Corporate Finance at B. Riley & Co. He has over two decades of experience in investment banking, financial accounting, business development and operations management. He was previously a Managing Director with the Seidler Companies and a Director with UBS/PaineWebber’s technology banking group. In addition, he was an early member of Autobytel.com’s management team, where he held various executive management positions. Earlier, Mr. Lowell was the Chief Financial Officer of two publicly traded companies, where he was responsible for all corporate and regulatory filings and the successful completion of public offerings on NASDAQ and NYSE. Prior to that he worked for Pacific Diversified Capital, a private equity firm focused on middle market investments.

 

 

David J. Enzer is a Managing Director at Roth Capital Partners, where he’s responsible for technology financings, mergers and acquisitions in the software, semiconductor, media and convergence sectors. Mr. Enzer was previously a Senior Managing Director and led the technology investment banking effort at Everen Securities, the nation’s 10th largest securities firm until it was acquired by Wachovia Securities. He has completed over $2 billionin transactions during his career. 

 

Brian Lowry is a Vice President at Silicon Valley Bank, which has $23 billion in assets, more than 1,600 employees and provides commercial, international and private banking through 34 locations worldwide. Mr. Lowry is responsible for structuring growth capital loans, term loans, and working capital facilities, portfolio management and credit analysis for technology and life science firms in Los Angeles and Orange County. 

 

Michael J. Brown is an attorney and shareholder at Stradling, which has more than 100 attorneys in seven offices throughout California and Nevada offering legal services for corporate transactions, securities and complex business litigation, and tax, intellectual property, employment, real estate, public law and municipal finance needs. Mr. Brown provides corporate counsel to emerging growth companies, venture capital firms, private equity firms and strategic investors that finance them. He represents clients in buying and selling middle-market companies and financing transactions, advising on strategy, structuring transactions, leading negotiations, and guiding transactions to successful closings.


 

Cancellations are accepted up to three days prior to the event for a full refund.  Cancellations after three days will not be refunded.

 

 


Registration and check-in: 3:45-4:00 p.m.

Panelist presentation begins: 4:00-6:00 p.m.

Networking Reception: 6:00-7:00 p.m.

Have questions about Equity & Debt Financing for Technology Companies in Orange County? Contact Orange County Technology Alliance

When & Where


The Westin South Coast Plaza
686 Anton Blvd
Costa Mesa, CA 92626

Tuesday, May 13, 2014 from 3:45 PM to 7:00 PM (PDT)


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Organizer

Orange County Technology Alliance

To foster growth and innovation in Orange County’s Technology Community by providing members an integrated suite of programs, products and services that are both strategic and cost-effective.

Established in 2012, the Orange County Technology Alliance is a California 501 (c) (6) non-profit business league chartered to work with and support the SMB business community in OC.

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