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Thom Weisel, CEO,
Thomas Weisel Partners
Upcoming Events
WAVC 2010 IPO Panel Featuring Leaders from OpenTable, Thomas Weisel Partners, Morgan Stanley and The Capital Group
Date: Thursday, March 4th, 2010
Time: 12:00-2:00pm
Location: Rosewood Sand Hill Hotel | 2825 Sand Hill Road, Menlo Park
Cost: $75
Register for this event via EventBrite
There's a great deal of discussion about the "re-opening" of the IPO market window and the backlog of IPOs. What exactly does the IPO market hold for venture-backed companies in 2010? That's what a panel of experts will debate in a discussion led by Wall Street veteran Thom Weisel. Join us for this WAVC event held at the Rosewood Sand Hill Hotel on Thursday, March 4th at noon.
Our panelists include:
- Jeff Jordan: CEO of Open Table, which had one of the most successful IPOs of 2009
- Kevin Genieser, Managing Director of Morgan Stanley, the lead banker in such 2009 IPOs as A123 Systems and Fortinet
- Larry Solomon, Equity Investment Analyst, Capital Research Group, where he covers the software industry
- (Moderator) Thom Weisel, CEO, Thomas Weisel Partners, a leading participant in capital markets for emerging growth companies for decades
Our panel will explore topics like:
- Which sectors will be most favored by Wall Street?
- Which business models do investors prefer—and what are they avoiding?
- What are the key criteria for a successful IPO in 2010?
- Will dual track mandates continue to be popular?
Panelist Biographies
Jeffrey Jordan, CEO, OpenTable
Jeffrey Jordan joined OpenTable in 2007. He comes from eBay, where he was president of PayPal and before that GM of eBay North America. As president of PayPal, Jeffrey was responsible for establishing the company as the global standard for online payments. Under his leadership, PayPal expanded both beyond the eBay.com marketplace and internationally, resulting in a business that had 133 million user accounts and $38 billion in payment volume in 2006. Prior to PayPal, Jeffrey served as SVP and GM of eBay North America. In that role, he helped build eBay into the Internet's leading commerce brand and led the successful acquisitions of PayPal and Half.com. From 1998 to1999, Jeffrey served as CFO for Hollywood Entertainment Corporation and president of its subsidiary, Reel.com. Previously, Jeffrey served in various capacities at The Walt Disney Corporation for eight years, most recently as SVP and CFO of The Disney Store Worldwide. Before that, he worked for The Boston Consulting Group. Jeffrey holds an MBA from Stanford University and a BA from Amherst College.
Kevin Genieser, Managing Director, Morgan Stanley
Kevin Genieser is a Managing Director in the Investment Banking Division of Morgan Stanley and the head of the firm's Clean Energy and Renewables effort. Kevin has worked on a range of financing and strategic advisory assignments in the domestic and international power sectors. Selected Clean Energy transactions include: the IPO for A123; the IPO and follow-ons for EnerNOC; the pending IPO for Tesla; the private placements for Silver Spring Networks, Miasole and Suniva; the strategic sale of SunEdison, Xantrex and OptiSolar; the firm's investment into BPLGlobal, Heliovolt and BrightSource; the follow-on offering for American Superconductor; the sale of PPM Energy/ScottishPower to Iberdrola; and the PTC monetization of a wind portfolio for PPM Energy. Kevin holds an AB from Harvard College and an MBA from Harvard Business School.
Larry Solomon, Equity Investment Analyst, Capital Research Group
Larry Solomon is an equity investment analyst for Capital Research Global Investors, covering the software industry. He is also an SVP of Capital Research Global Investors, a director of Capital Management Services, Inc., and a member of the San Francisco office operating committee. Prior to Joining Capital Guardian in 1985, he was an economic consultant and research analyst for Data Resources, Inc. in Los Angeles. Larry received his BA (cum laude) in economics from Occidental College and holds the Chartered Financial Analyst ® designation.
Thomas Weisel, Chairman and CEO, Thomas Weisel Partners
Thomas W. Weisel is Chairman and CEO of Thomas Weisel Partners. Previously, Thom was Chairman and CEO of Montgomery Securities, a firm he founded in 1971, which was bought by NationsBank in 1997, currently named Bank of America. Thom has been on the U.S. Ski Team Foundation Board since 1977, and was the Chairman from 1983 through 1994. Thom is also the founder and largest investor in the Discovery Channel (previously US Postal) pro cycling team, formerly led by Lance Armstrong, seven-time winner of the Tour de France. Thom serves on the Boards of the Museum of Modern Art in New York and the San Francisco Museum of Modern Art. He is also a member of the Stanford Endowment Management Board and the Chairman of USA Cycling Development Foundation Board. Thom graduated from Stanford University with distinction and honors in Economics and obtained his MBA from Harvard University.
WAVC events are for WAVC members and their guests only
DATE & TIME Thursday, March 4th, 2010 12:00-2:00 pm LOCATION Rosewood Sand Hill Hotel 2825 Sand Hill Road COST $75  |
