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PARTICIPATING COMPANIES
Will Grannis, Managing Director, Cloud CTO Office, Google Tom Lantzsch, GM, Internet of Things Group, Intel
Param Kahlon, Chief Product Officer, UiPath Mosaic Keynote Lunch: Surviving the Cloud: A New Era for
Enterprise IT Vendors
FEATURED KEYNOTE PRESENTATIONS
KeyBanc Capital Markets | http://www.key.com/TechForum | #KBCMTech
1stdibs2U, Inc. (TWOU)Accurate GroupAMC Networks (AMCX)BarkBoxBettermentBlackbaud (BLKB)BlueSnap
Toyota Motor N. America (TM)Trimble (TRMB)Veoneer (VNE)
Cloud & Communications Infrastructure – Communications, Data Center, Networking365 Data CentersAkamai (AKAM)American Tower (AMT)Arista Networks (ANET)Cable One (CABO)Centeris
PRELIMINARY DISCUSSION TOPICSFinTech−CommerceTech−CommerceTech: eCom−FinTechCloud & Communications Infrastructure−Data Centers: Current Hyperscaler Trends−5G Buildout Opportunities & ChallengesIndustrial Tech−Trends in Automotive & Autonomous
Internet & Consumer Technologies−Consumer Retail Technology−The Great Restaurant RestructuringSemiconductors−Semi Capital Equipment SpotlightsSoftware & Enterprise Services−Automating the Enterprise Through RPA−Security Next−Agile Software Development
Software & Enterprise Services (cont.)−Evolving Role of AI−The Employee Experience−The Path to the Multi-Cloud Estate −Data Modernization−Advanced Integration Partners - Wrangling the Cloud for Customers 2.0−The Future of Work−Emerging SaaS Leaders to Watch
WORKSHOPS, ROUNDTABLES & PANEL SERIES – MONDAY, AUGUST 12TH
MONDAY, AUGUST 12 – 2:00 PM TO 4:00 PM ZERMATT BALLROOM – GRAND HYATT VAIL
Our annual M&A Workshop provides participants practical information and tools to assist them contemplateand prepare for their own processes. This year’s workshop will include:
Amber Road Case Study: Former CEO, Jim Preuninger, will discuss the company’s recent $425 million acquisition by E2open and its financial sponsor, Insight Venture Partners in a fireside chat. The M&A process has a number of twists and turns, including a spurned bid by the same party a year prior, a proxy fight by an activist investor, and a behind-the-scenes highly competitive auction.
Roundtable Mock Negotiation and Deal Strategy Session: Join our group of seasoned M&A bankers, attorneys, corporate development executives and private company executives as they provide real-world insights into the M&A processes and deal negotiations. Our interactive mock negotiation will illustrate the “give-and-take” in a sale process of a hypothetical private company, with particular focus on the more important provisions included in an LOI and definitive agreement as well as the benefits of highly-prepared due diligence materials.
‒ David Lipkin, Attorney, McDermott, Will & Emory‒ Izzy Azeri, Co-Founder & CEO, Mabl (and Co-Founder & former CEO of Stackdriver)‒ Mat Ellis, Co-Founder & former CEO, Cloudability‒ Dinesh Tulsiani, EVP, Corporate Development, Alight Solutions
MERGERS & ACQUISITIONS WORKSHOP
KeyBanc Capital Markets | http://www.key.com/TechForum | #KBCMTech
INTERNET & ENABLING TECHNOLOGIES – PANEL SERIES
MONDAY, AUGUST 12 – 10:00 AM TO 12:00 PM ZERMATT BALLROOM – GRAND HYATT VAIL
The KBCM Internet and Enabling Technology team invites you to join for an engaging 2 hour track featuringfireside chat “Next Generation Real Estate Disruption” and six mini-presentations from emerging privatecompanies in eCommerce, Ad-Tech, Food Delivery, among others.
10:00 – 10:45 AM: Next Generation Real Estate Disruption: Fireside ChatStay Alfred, Jordan Allen, CEOIndustrious, Jamie Hodari, CEO
10:50 AM – 12:00 PM: Featured Private Company PresentationsTripleLift, Eric Berry, CEOOfferUp, Nick Huzar, CEO,1stdibs, Tu Nguyen, Head of Finance
WORKSHOPS, ROUNDTABLES & PANEL SERIES – TUESDAY, AUGUST 13TH
KeyBanc Capital Markets | http://www.key.com/TechForum | #KBCMTech
TUESDAY, AUGUST 13 – 2:00 PM TO 4:00 PM ZERMATT BALLROOM – GRAND HYATT VAIL
The SaaS Workshop is a roundtable discussion format focused on the SaaS market and SaaS businessmodel metrics and performance. The Workshop is tailored primarily for private SaaS company executivesand VC/PE investors. Discussion topics will focus on SaaS market trends and the critical success factorswhich drive performance and ultimately valuations of SaaS companies. The agenda includes:Research Analyst Presentation and Discussion of SaaS Buyer Survey Results Brent Bracelin, KeyBanc Capital Markets Senior Research AnalystInteractive Roundtable Discussion led by David Spitz, Managing Director
TUESDAY, AUGUST 13 – 10:00 AM TO 12:00 PM ZERMATT BALLROOM – GRAND HYATT VAIL
The 7th Annual IMS Workshop will include a kick-off presentation from KeyBanc’s IMS banking team and aroundtable discussion on the latest market trends in Infrastructure Management Software. The roundtablediscussion is designed to be an open format that encourages everyone to participate. Workshop participantsare expected to include corporate development executives, public companies, private company executives,venture capitalists and private equity firms. The agenda:Research Analyst Presentation – IMS Trends and Insights Alex Kurtz, KeyBanc Capital MarketsInvestment Banking Presentation – IMS Trends Michael O’Hare and Jonathan Lejuez, KeyBanc Capital MarketsInteractive Roundtable Discussion led by Michael O’Hare, KeyBanc Capital Markets
TUESDAY, AUGUST 13 – 7:30 AM TO 12:00 PM MONT BLANC ROOM – GRAND HYATT VAIL
The KBCM Industrial Technologies team invites you to join us for an engaging breakfast featuring an inside look at the future of autonomous vehicles, and public company and institutional investor perspectives on Industrial Tech lead by KBCM’s research analyst Jason Celino.
The roundtable discussion is designed to be an open format that encourages everyone to participate. Workshop participants are expected to include corporate development executives, public companies, private company executives, venture capitalists and private equity firms. The breakfast agenda will include:
7:40 AM – 8:00 AM: Transforming the Future of Autonomous Vehicles Alexei Andreev, Managing Director & General Partner, AutoTech Ventures Dave Kalez, KeyBanc Capital Markets, Managing Director, Industrial Technologies Investment Banking
8:00 AM – 8:20 AM: Evolution of IIoT Software David King, CEO, FogHorn Systems Chris O’Brien, KeyBanc Capital Markets, Director, Industrial Software Investment Banking
8:20 AM – 8:35 AM: Perspectives on Industrial Technologies; Past, Present & Future Jason Celino, KeyBanc Capital Markets, Industrial Technologies Research Analyst
KeyBanc Capital Markets | http://www.key.com/TechForum | #KBCMTech
CLOUD & COMMUNICATIONS INFRASTRUCTURE
Date/Time Topic Participants
Monday1:00 PM
to1:55 PM
PANELData Centers: Current Hyperscaler Trends
Cyxtera Data Centers, Andrew Albrecht, Head of Corporate DevelopmentQTS Realty Trust (QTS), Jeff Berson, CFOStack Infrastructure, Brian Cox, CEOTierPoint, Tony Rossabi, Chief Revenue Officer
Monday1:00 PM
to 1:55 PM
PANEL5G Opportunities and Challenges: A View from the Front Lines
MasTec (MTZ), Jose Mas, CEO
Parallel Wireless, Steve Papa, Founder & CEO
pSemi (a Murata company), Jim Cable, Chairman
Tuesday12:05 PM
to 12:55 PM
KEYNOTE LUNCHEONSurviving the Cloud: A New Era for Enterprise IT Vendors
Dell Technologies, Caroline McCrory, Field CIO
Ericsson, Mark Thiele, Director of Engineering for Edge Computing
Faction, Matthew Wallace, CTO
INDUSTRIAL TECH
Date/Time Topic Participants
Monday3:00 PM
to 3:55 PM
PANELTrends in Automotive & Autonomous
Locomation, Cetin Meriçli, Co-Founder & CEOPeloton Technology, Antonio Vitti, CFOVeoneer (VNE), Tom Toma, Senior Manager Vision SystemsXilinx (XLNX), Willard Tu, Senior Director of Automotive
Tuesday7:30 AM
to 8:45 AM
WORKSHOP BREAKFASTIndustrial Tech Trends
Join us for an engaging breakfast featuring an inside look at the future of autonomous vehicles, and public company and institutional investor perspectives on Industrial Tech.
The roundtable discussion is designed to be an open format that encourages everyone to participate. Workshop participants are expected to include corporate development executives, public companies, private company executives, venture capitalists and private equity firms.
KeyBanc Capital Markets | http://www.key.com/TechForum | #KBCMTech
INTERNET, CONSUMER TECHNOLOGIES & FINTECH
Date/Time Topic Participants
Monday10:00 AM
to 10:55 AM
SPOTLIGHT SESSIONFinTech
10:00 AM: Personal CapitalMike Armsby, CFO10:20 AM: BrexArt Levy, VP of Business Development10:40 AM: BettermentPeter Lorimer, VP of Finance
Monday10:00 AM
to12:00 PM
WORKSHOPInternet & Enabling Software
The KBCM Internet and Enabling Technology team invites you to join for an engaging 2 hour track featuring fireside chat “Next Generation Real Estate Disruption” and six mini-presentations from emerging private companies in eCommerce, Ad-Tech, Food Delivery, among others.10:00-10:45 AM: Next-Gen Real Estate Disruption
Stay Alfred, Jordan Allen, CEOIndustrious, Jamie Hodari, CEO
10:50 AM-12:00 PM: Featured PresentationsTripleLift, Eric Berry, CEOOfferUp, Nick Huzar, CEO,1stdibs, Tu Nguyen, Head of Finance
Monday3:00 PM
to 3:55 PM
SPOTLIGHT SESSIONCommerceTech
3:00 PM: ShopKeepMichael DeSimone, CEO; Ed Neumann, CFO3:20 PM: SumUpJan Markus Hoffmann, Managing Director
Tuesday10:00 AM
to 10:55 AM
PANELConsumer Retail Technology:New Paradigms
BarkBox, John Toth, CFO
BigCommerce, Robert Alvarez, CFO & COO
CliqStudios, Andy Juang, Founder & CEO
Tuesday1:00 PM
to 1:55 PM
PANELThe Great Restaurant Restructuring
DoorDash, Keith Yandell, Chief Business OfficerKitchen United, Meredith Sandland, COOOlo, Matt Tucker, COORestaurant365, Tony Smith, Co-Founder & CEO
Tuesday2:00 PM
to 2:55 PM
SPOTLIGHT SESSIONCommerceTech: eCom
2:00 PM: Wix (WIX), Joe Pollaro, General Manager, US
SPOTLIGHT SESSIONAutomating the Enterprise Through RPA
9:00 AM: Blue Prism (PRSM.L)Ijoma Maluza, CFO 9:30 AM: Toyota Motor North America (TM)Manjit Singh, CIO & Group VP10:00 AM: UiPathBrandon Deer, Senior Director of Business Strategy
Tuesday10:00 AM
to 11:55 AM
WORKSHOPInfrastructure Management Software
Kick-off presentation from KeyBanc’s IMS banking team and a roundtable discussion on the latest market trends in Infrastructure Management Software. The roundtable discussion is designed to be an open format that encourages everyone to participate.
Tuesday11:00 AM
to 11:55 AM
PANELData Modernization
DataRobot: Seann Gardiner, SVP, Business DevelopmentInterWorks, Brian Bickell, Data Practice LeadTeradata (TDC), Mark Madsen, Engineering Fellow
PANELCIO Perspectives: The Path to the Multi-Cloud Estate
Empower Retirement, Shawn Johnson, Vice President, Information SystemsGHX, LLC, Sloane Stricker, Infrastructure Vice President, Global Operations Schlumberger, Eric Abecassis, CIO
Tuesday2:00 PM
to 3:55 PM
WORKSHOPSaaS
Roundtable discussion format focused on the SaaS market and SaaS business model metrics and performance. The Workshop is tailored primarily for private SaaS company executives and VC/PE investors.
KEYBANC CAPITAL MARKETS TECHNOLOGY LEADERSHIP FORUM12TH ANNUAL MOSAIC SUMMIT
KeyBanc Capital Markets | http://www.key.com/TechForum | #KBCMTech
The Mosaic Summit is an exclusive invite-only conference that brings together top private companyexecutives to provide a full view of the technology shifts and disruptive trends impacting investmentportfolios. The Mosaic Summit runs in conjunction with KeyBanc Capital Markets' flagshipTechnology Leadership Forum and offers exclusive access to over 60 industry leaders in privatesessions, moderated group meetings, spotlight events, boardroom tracks, and thematic dinners todiscuss disruptive trends and shifts impacting the technology sector and adjacent industries.
As a participant in the Mosaic Summit, Mosaic clients receive a fully customized agenda integratedwith their KeyBanc Capital Markets schedule to maximize their time in Vail. Mosaic Summit agendasare designed to create clarity on the most important technology issues impacting companyperformance. The Mosaic team matches clients to the right combination and sequence of meetings toensure that their key questions are answered. Each session will consist of two to three Mosaicindustry leaders focusing on client priorities, as well as an optional moderator from the Mosaic team.
Format options include:Custom Sessions• Standard 50-Minute Sessions• Condensed 25-Minute Sessions• Customized Sector Teach-Ins
Thematic Sessions• Industry Dinners• Boardroom Sessions• Industry Controversies & Debates• Emerging Theme Spotlights
If you would like to learn more about the Mosaic Service, please contact Ariel Stephenson [email protected] or call (503) 821-3943.